Smart Money Radar / Whales / Baillie Gifford
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Baillie Gifford

Baillie Gifford & Co · Holdings as of Dec 31, 2024, filed by Feb 15, 2025 · 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.
$130B
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.
AMZN
6% 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
Baillie Gifford 3.85x SPY 3.57x
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 · Dec 2024
AMZN 6% MELI 6% NVDA 5% SHOP 5% SPOT 5% SE 3% TTD 3% NFLX 3% PDD 3% CPNG 3% META 3% NET 3% MSFT 2% TSLA 2% RACE 2%
Top 15 positions shown, 53% of the book; 256 smaller names hold the rest.
SymbolValue% of bookvs prior quarter
AMZN $7.9B 6% trimmed
MELI $7.3B 6% trimmed
NVDA $7.1B 5% trimmed
SHOP $6.4B 5% trimmed
SPOT $5.9B 5% trimmed
SE $4.3B 3% added
TTD $4.1B 3% trimmed
NFLX $4.0B 3% trimmed
PDD $3.7B 3% added
CPNG $3.5B 3% trimmed
META $3.4B 3% trimmed
NET $3.4B 3% unchanged
MSFT $3.1B 2% added
TSLA $3.0B 2% trimmed
RACE $2.4B 2% trimmed
NU $2.3B 2% added
DASH $2.2B 2% trimmed
TEAM $2.0B 2% trimmed
ISRG $2.0B 2% unchanged
WDAY $1.6B 1% trimmed
RBLX $1.6B 1% trimmed
MRNA $1.6B 1% trimmed
DDOG $1.6B 1% added
IOT $1.4B 1% trimmed
APP $1.3B 1% added
WIX $1.2B 1% trimmed
DXCM $1.1B 1% trimmed
ELF $1.0B 1% added
MLM $987M 1% trimmed
ALNY $951M 1% trimmed
XYZ $949M 1% added
RYAAY $948M 1% trimmed
MA $947M 1% trimmed
BNTX $937M 1% unchanged
ELV $918M 1% trimmed
DUOL $888M 1% trimmed
SCI $880M 1% trimmed
ESTC $879M 1% trimmed
AMD $767M 1% trimmed
PBR $713M 1% trimmed
ONC $678M 1% unchanged
RIVN $660M 1% unchanged
ADI $646M 0% trimmed
GOOG $632M 0% trimmed
PODD $615M 0% added
ENPH $575M 0% added
AFRM $571M 0% trimmed
CSGP $566M 0% trimmed
CHWY $555M 0% trimmed
AZO $522M 0% added
WSO $520M 0% trimmed
AUR $510M 0% trimmed
CBRE $509M 0% trimmed
TXN $483M 0% trimmed
AJG $462M 0% trimmed
JOBY $447M 0% added
KSPI $425M 0% trimmed
SPGI $425M 0% trimmed
SNOW $418M 0% trimmed
MMYT $414M 0% trimmed
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.