Smart Money Radar / Whales / Baillie Gifford
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Baillie Gifford

Baillie Gifford & Co · Holdings as of Mar 31, 2025, filed by May 16, 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.
$115B
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.
MELI
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 · Mar 2025
MELI 6% AMZN 6% SPOT 5% SHOP 5% SE 5% NVDA 4% PDD 4% NFLX 3% CPNG 3% META 3% NET 3% NU 2% MSFT 2% DASH 2% RACE 2%
Top 15 positions shown, 55% of the book; 250 smaller names hold the rest.
SymbolValue% of bookvs prior quarter
MELI $7.4B 6% trimmed
AMZN $6.6B 6% trimmed
SPOT $6.0B 5% trimmed
SHOP $5.3B 5% trimmed
SE $5.2B 5% trimmed
NVDA $5.1B 4% trimmed
PDD $4.7B 4% added
NFLX $3.8B 3% trimmed
CPNG $3.4B 3% trimmed
META $3.4B 3% unchanged
NET $3.1B 3% trimmed
NU $2.7B 2% added
MSFT $2.6B 2% trimmed
DASH $2.2B 2% trimmed
RACE $2.0B 2% trimmed
TEAM $1.8B 2% added
TTD $1.7B 2% trimmed
RBLX $1.6B 1% unchanged
ISRG $1.6B 1% trimmed
APP $1.4B 1% added
IOT $1.4B 1% added
WDAY $1.3B 1% trimmed
DDOG $1.2B 1% added
ELV $1.0B 1% trimmed
ONC $988M 1% unchanged
ALNY $988M 1% trimmed
DXCM $968M 1% trimmed
MA $894M 1% trimmed
SCI $821M 1% trimmed
RYAAY $807M 1% trimmed
DUOL $769M 1% trimmed
BNTX $743M 1% unchanged
PBR $742M 1% trimmed
MRNA $707M 1% trimmed
ESTC $699M 1% trimmed
ENPH $686M 1% added
XYZ $682M 1% added
CSGP $668M 1% added
RIVN $604M 1% trimmed
MLM $600M 1% trimmed
PODD $591M 1% trimmed
AZO $578M 1% trimmed
AUR $529M 0% trimmed
WIX $527M 0% trimmed
WSO $518M 0% trimmed
MMYT $505M 0% added
ELF $498M 0% unchanged
KSPI $488M 0% added
GOOG $485M 0% trimmed
TSLA $457M 0% trimmed
TXN $430M 0% trimmed
SNOW $428M 0% added
RPRX $417M 0% trimmed
FMX $417M 0% unchanged
TSM $414M 0% added
AFRM $407M 0% trimmed
SPGI $405M 0% trimmed
CBRE $402M 0% trimmed
MKL $394M 0% trimmed
SQM $372M 0% added
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.