Baillie Gifford & CO Portfolio Holdings

Baillie Gifford & CO

  • $128 Billion
  • Q2 2025

Baillie Gifford & CO has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 911 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mercadolibre Inc with a value of $9.16B, Nvidia Corp with a value of $7.75B, Spotify Technology S.A. with a value of $7.39B, Amazon Com Inc with a value of $7.3B, and Sea LTD with a value of $6.66B.

Examining the 13F form we can see an increase of $16.8B in the current position value, from $111B to 128B.

Below you can find more details about Baillie Gifford & CO portfolio as well as his latest detailed transactions.

Portfolio value $128 Billion
Consumer Cyclical: $38.5 Billion
Technology: $37.1 Billion
Communication Services: $23.1 Billion
Healthcare: $10.5 Billion
Financial Services: $8.21 Billion
Industrials: $4.79 Billion
Consumer Defensive: $2.19 Billion
Basic Materials: $1.27 Billion
Other: $1.72 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.01B
$42.7 Million 0.03% of portfolio
973,397
Q2 2025 Reduced 8.27%
$11.1B
$43.8 Million 0.03% of portfolio
1,317,974
Q2 2025 Added 1.01%
$7.74B
$37.1 Million 0.03% of portfolio
1,168,992
Q2 2025 Reduced 3.84%
$3.36B
$35.2 Million 0.03% of portfolio
262,961
Q2 2025 Added 1.26%
$34.7B
$21.3 Million 0.02% of portfolio
101,924
Q2 2025 Reduced 5.16%
$1.32B
$20.1 Million 0.02% of portfolio
1,128,652
Q2 2025 Reduced 0.73%
$2.16B
$30.6 Million 0.02% of portfolio
2,699,607
Q2 2025 Added 3.73%
$1.48B
$28.5 Million 0.02% of portfolio
775,687
Q2 2025 Added 5.97%
$2.1B
$23.6 Million 0.02% of portfolio
1,757,900
Q2 2025 Reduced 21.9%
$2.1B
$27.9 Million 0.02% of portfolio
1,267,134
Q2 2025 Reduced 0.71%
$803M
$21 Million 0.02% of portfolio
1,125,728
Q2 2025 Added 53.67%
$1.21B
$19.8 Million 0.02% of portfolio
985,660
Q2 2025 Reduced 0.92%
$571M
$27.5 Million 0.02% of portfolio
10,064,728
Q2 2025 Reduced 1.24%
$756M
$19.3 Million 0.02% of portfolio
970,890
Q2 2025 New
$4.16B
$28.2 Million 0.02% of portfolio
411,007
Q2 2025 Added 11.12%
$9.6B
$24.5 Million 0.02% of portfolio
390,158
Q2 2025 Reduced 1.9%
$2.86B
$24 Million 0.02% of portfolio
962,726
Q2 2025 Reduced 0.68%
$750M
$24.5 Million 0.02% of portfolio
1,978,568
Q2 2025 Reduced 0.64%
$101B
$20.3 Million 0.02% of portfolio
92,648
Q2 2025 Reduced 5.15%
$221B
$25.8 Million 0.02% of portfolio
4,449
Q1 2025 Reduced 17.23%
$1.31B
$30 Million 0.02% of portfolio
1,006,201
Q2 2025 Reduced 6.5%
$693M
$25.7 Million 0.02% of portfolio
1,989,413
Q2 2025 Reduced 0.68%
$447M
$16 Million 0.01% of portfolio
1,627,329
Q1 2025 Reduced 2.28%
$21.8B
$12.7 Million 0.01% of portfolio
199,110
Q2 2025 Reduced 52.3%
$3.38B
$12.6 Million 0.01% of portfolio
1,869,646
Q2 2025 Reduced 0.5%
$20.3B
$11.8 Million 0.01% of portfolio
31,556
Q2 2025 Reduced 5.5%
$14.5B
$8.98 Million 0.01% of portfolio
104,425
Q2 2025 Added 0.01%
$2.79B
$11.3 Million 0.01% of portfolio
789,152
Q2 2025 Reduced 16.58%
$33.9B
$8.95 Million 0.01% of portfolio
85,886
Q2 2025 Reduced 6.49%
$68.9B
$15.2 Million 0.01% of portfolio
127,328
Q2 2025 Added 21.82%
$0
$7.56 Million 0.01% of portfolio
553,305
Q2 2025 Reduced 2.85%
$98.9B
$12.5 Million 0.01% of portfolio
40,721
Q2 2025 Reduced 4.9%
$1.28B
$15.2 Million 0.01% of portfolio
750,006
Q2 2025 Reduced 0.83%
$23.4B
$10.6 Million 0.01% of portfolio
222,674
Q2 2025 Reduced 22.14%
$3.25B
$11 Million 0.01% of portfolio
193,739
Q2 2025 Reduced 27.72%
$727M
$11 Million 0.01% of portfolio
526,655
Q2 2025 Reduced 82.58%
$27.5B
$16.8 Million 0.01% of portfolio
101,388
Q2 2025 Reduced 29.91%
$33.2B
$16.8 Million 0.01% of portfolio
267,928
Q2 2025 Added 0.01%
$164B
$12.6 Million 0.01% of portfolio
101,881
Q2 2025 Added 7.6%
$9.7B
$8.5 Million 0.01% of portfolio
126,439
Q2 2025 Added 0.01%
$3.59B
$17.6 Million 0.01% of portfolio
822,088
Q3 2023 Reduced 25.33%
$6.68B
$15.6 Million 0.01% of portfolio
93,073
Q2 2025 Reduced 4.8%
$79.1B
$9.31 Million 0.01% of portfolio
125,296
Q1 2025 Reduced 24.89%
$92B
$14.3 Million 0.01% of portfolio
28,040
Q2 2025 Added 0.01%
$93.1B
$11.3 Million 0.01% of portfolio
22,038
Q2 2025 Reduced 4.91%
$144B
$14.7 Million 0.01% of portfolio
55,014
Q2 2025 Added 0.01%
$90.2B
$15 Million 0.01% of portfolio
67,818
Q2 2025 Reduced 3.25%
$3.23B
$17.1 Million 0.01% of portfolio
259,380
Q2 2025 Reduced 10.53%
$93.4B
$9.16 Million 0.01% of portfolio
128,984
Q2 2025 Added 0.01%

Summary

  • Portfolio
  • No. of Stocks 911
  • Current Value $128 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
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