Baillie Gifford

Baillie Gifford & Co · Holdings as of Mar 31, 2024, filed by May 16, 2024 · US long stock positions only

Edinburgh growth true believers. Decade horizons.

Reported value?Total value of the US long stock positions in the latest SEC filing. Not the fund's full size: cash, shorts, bonds and foreign listings never appear in these filings.

$129B

60 positions shown

Copycat since 2016?What $1 became if you bought this exact filed book at every filing deadline since 2016 and rebalanced quarterly. Price returns, dividends excluded. A copy of public filings, not the fund's actual performance.

3.85x

14% per year

vs SPY?The same $1 in SPY over the same window. Ahead means copying the filings beat the market; behind means the boring index won.

ahead

SPY 3.57x same window

Top position?Largest holding by reported value and its share of the filed book.

NVDA

7% of book

Copying these filings vs SPY?Each line is $1 buying the filed book at every quarterly deadline. Hover for values at any quarter. Dividends excluded on both lines.

$1 at every deadline since 2016

Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.

Mar 2026 Dec 2025 Sep 2025 Jun 2025 Mar 2025 Dec 2024 Sep 2024 Jun 2024 Mar 2024 Dec 2023 Sep 2023 Jun 2023

The book

tile = share of the filed book · tap a tile for the ticker · Mar 2024

NVDA 7% MELI 6% AMZN 5% SPOT 4% MRNA 4% SHOP 4% PDD 3% TTD 3% TSLA 2% CPNG 2% META 2% NET 2% NFLX 2% RACE 2% DXCM 2%

Top 15 positions shown, 52% of the book; 275 smaller names hold the rest.

Symbol	Value	% of book	vs prior quarter
NVDA	$9.3B	7%	new
MELI	$7.6B	6%	new
AMZN	$7.1B	5%	new
SPOT	$5.7B	4%	new
MRNA	$4.8B	4%	new
SHOP	$4.7B	4%	new
PDD	$4.0B	3%	new
TTD	$3.4B	3%	new
TSLA	$3.1B	2%	new
CPNG	$3.0B	2%	new
META	$3.0B	2%	new
NET	$2.9B	2%	new
NFLX	$2.8B	2%	new
RACE	$2.7B	2%	new
DXCM	$2.2B	2%	new
MSFT	$2.0B	2%	new
NU	$2.0B	2%	new
SE	$1.8B	1%	new
WDAY	$1.8B	1%	new
DASH	$1.7B	1%	new
TEAM	$1.7B	1%	new
AMD	$1.6B	1%	new
ISRG	$1.5B	1%	new
ELV	$1.5B	1%	new
MLM	$1.4B	1%	new
RYAAY	$1.3B	1%	new
MCO	$1.3B	1%	new
DDOG	$1.2B	1%	new
RBLX	$1.1B	1%	new
MA	$1.1B	1%	new
WIX	$1.0B	1%	new
ESTC	$1.0B	1%	new
ALNY	$990M	1%	new
SCI	$984M	1%	new
CSGP	$894M	1%	new
IOT	$878M	1%	new
TSM	$866M	1%	new
GOOG	$849M	1%	new
ILMN	$788M	1%	new
DUOL	$780M	1%	new
BNTX	$771M	1%	new
ADI	$709M	1%	new
AFRM	$698M	1%	new
PBR	$640M	0%	new
AJG	$639M	0%	new
HDB	$631M	0%	new
WSO	$630M	0%	new
XYZ	$585M	0%	new
ONC	$583M	0%	new
WMS	$548M	0%	new
FMX	$545M	0%	new
TXN	$519M	0%	new
MBLY	$514M	0%	new
RPRX	$506M	0%	new
SNOW	$494M	0%	new
ENPH	$482M	0%	new
TER	$479M	0%	new
CBRE	$454M	0%	new
SPGI	$436M	0%	new
SYM	$427M	0%	new

Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.