Asset Manager · CIK 0001088875

Baillie Gifford & Co

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Baillie Gifford & Co, an asset manager overseeing $120.34B in disclosed equity holdings (SEC CIK 0001088875). The latest portfolio (2025Q4) discloses 266 positions across 11 sectors, with the largest positions in NVDA, MELI and AMZN. On a mark-to-market basis the tracked portfolio has returned 31.7% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Baillie's filingsView holdings
Portfolio
$120.34B
Positions
266
Quarter
2025Q4
Filings tracked
40
1Y+31.7%3Y+186.5%5Y+107.6%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
Capital flow per quarter
BuysSellsNet
+$13.25B+$6.63B$0-$6.63B-$13.25B'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$850M
Lifetime buys
$94.90B
Lifetime sells
$133.64B

Quarter activity

What changed in 2025Q4 — net new, added, trimmed, exited.
New positions22 names
  • MDLNMEDLINE INC
    +10,410,371
    $437.2M
  • UTHRUNITED THERAPEUTICS CORP DEL
    +323,016
    $157.4M
  • MDBMONGODB INC
    +267,331
    $112.2M
  • BLLNBILLIONTOONE INC
    +1,268,163
    $103.8M
  • SVMSILVERCORP METALS INC
    +4,221,271
    $35.2M
  • UPSTUPSTART HLDGS INC
    +758,929
    $33.2M
  • ZTSZOETIS INC
    +150,845
    $19.0M
  • PIIMPINJ INC
    +102,753
    $17.9M
  • RVMDREVOLUTION MEDICINES INC
    +194,959
    $15.5M
  • ODFLOLD DOMINION FREIGHT LINE IN
    +84,962
    $13.3M
  • BROBROWN & BROWN INC
    +166,161
    $13.2M
  • EHEHANG HLDGS LTD
    +774,166
    $10.2M
  • + 10 more…
Added to70 names
  • NFLXNETFLIX INC
    +33,290,988
    $3.12B
  • AXONAXON ENTERPRISE INC
    +1,516,099
    $861.0M
  • RKLBROCKET LAB CORP
    +5,725,536
    $399.4M
  • GOOGLALPHABET INC
    +1,192,091
    $373.1M
  • DUOLDUOLINGO INC
    +2,033,611
    $356.9M
  • MELIMERCADOLIBRE INC
    +164,120
    $330.6M
  • CSGPCOSTAR GROUP INC
    +4,691,543
    $315.5M
  • ENSGENSIGN GROUP INC
    +1,750,645
    $305.0M
  • QXOQXO INC
    +14,644,305
    $282.5M
  • GOOGALPHABET INC
    +843,988
    $264.8M
  • IOTSAMSARA INC
    +6,208,553
    $220.1M
  • TMOTHERMO FISHER SCIENTIFIC INC
    +279,635
    $162.0M
  • + 58 more…
Trimmed158 names
  • DDOGDATADOG INC
    −7,451,970
    $1.01B
  • NETCLOUDFLARE INC
    −5,024,793
    $990.6M
  • SHOPSHOPIFY INC
    −4,237,555
    $682.1M
  • BNTXBIONTECH SE
    −6,634,492
    $631.6M
  • METAMETA PLATFORMS INC
    −890,995
    $588.1M
  • AMZNAMAZON COM INC
    −2,272,044
    $524.4M
  • NVDANVIDIA CORPORATION
    −2,681,591
    $500.1M
  • TTDTHE TRADE DESK INC
    −6,809,124
    $258.5M
  • SPOTSPOTIFY TECHNOLOGY S A
    −364,244
    $211.5M
  • AZOAUTOZONE INC
    −57,789
    $196.0M
  • SQMSOCIEDAD QUIMICA Y MINERA DE
    −2,628,165
    $180.8M
  • SESEA LTD
    −1,331,499
    $169.9M
  • + 146 more…
Exited21 names
  • PINSPINTEREST INC
    −7,800,244
    $250.9M
  • CHWYCHEWY INC
    −5,517,323
    $223.2M
  • BLDRBUILDERS FIRSTSOURCE INC
    −1,469,801
    $178.2M
  • INSPINSPIRE MED SYS INC
    −1,084,350
    $80.5M
  • ABCLABCELLERA BIOLOGICS INC
    −10,422,966
    $52.4M
  • EXKEXACT SCIENCES CORP
    −763,356
    $41.8M
  • M2682VCYBERARK SOFTWARE LTD
    −73,731
    $35.6M
  • VECOVEECO INSTRS INC DEL
    −744,218
    $22.6M
  • 8QRCONFLUENT INC
    −950,803
    $18.8M
  • TJXTJX COS INC NEW
    −100,957
    $14.6M
  • GGGGRACO INC
    −115,382
    $9.8M
  • PYPLPAYPAL HLDGS INC
    −124,521
    $8.4M
  • + 9 more…

Recent transactions

Last 20 moves
TRIM
Baillie Gifford & Co trimmed ZG
ZILLOW GROUP INC
−43,889
~$68.23 · 2025Q4
2026-01-23
ADD
Baillie Gifford & Co added to Z
ZILLOW GROUP INC
+75,682
~$68.22 · 2025Q4
2026-01-23
ADD
Baillie Gifford & Co added to G29018101
DLOCAL LTD
+326,537
~$14.14 · 2025Q4
2026-01-23
TRIM
Baillie Gifford & Co trimmed ELF
E L F BEAUTY INC
−172,019
~$76.04 · 2025Q4
2026-01-23
ADD
Baillie Gifford & Co added to M7S64H106
MONDAY COM LTD
+15,377
~$147.56 · 2025Q4
2026-01-23
NEW
Baillie Gifford & Co opened a new position in AXIA
CENTRAIS ELETRICAS BRASILEIR
+264
~$9.16 · 2025Q4
2026-01-23
NEW
Baillie Gifford & Co opened a new position in ATAT
ATOUR LIFESTYLE HLDGS LTD
+176,975
~$39.40 · 2025Q4
2026-01-23
NEW
Baillie Gifford & Co opened a new position in AXIA/PC
CENTRAIS ELET BRAS SA
+69
~$8.62 · 2025Q4
2026-01-23
NEW
Baillie Gifford & Co opened a new position in BRO
BROWN & BROWN INC
+166,161
~$79.70 · 2025Q4
2026-01-23
NEW
Baillie Gifford & Co opened a new position in EH
EHANG HLDGS LTD
+774,166
~$13.18 · 2025Q4
2026-01-23
NEW
Baillie Gifford & Co opened a new position in YMM
FULL TRUCK ALLIANCE CO LTD
+1,158
~$10.73 · 2025Q4
2026-01-23
NEW
Baillie Gifford & Co opened a new position in PI
IMPINJ INC
+102,753
~$174.01 · 2025Q4
2026-01-23
NEW
Baillie Gifford & Co opened a new position in LNN
LINDSAY CORP
+137
~$117.87 · 2025Q4
2026-01-23
NEW
Baillie Gifford & Co opened a new position in MDLN
MEDLINE INC
+10,410,371
~$42.00 · 2025Q4
2026-01-23
NEW
Baillie Gifford & Co opened a new position in MDB
MONGODB INC
+267,331
~$419.69 · 2025Q4
2026-01-23
NEW
Baillie Gifford & Co opened a new position in ODFL
OLD DOMINION FREIGHT LINE IN
+84,962
~$156.80 · 2025Q4
2026-01-23
NEW
Baillie Gifford & Co opened a new position in PL
PLANET LABS PBC
+1,637
~$19.72 · 2025Q4
2026-01-23
NEW
Baillie Gifford & Co opened a new position in RVMD
REVOLUTION MEDICINES INC
+194,959
~$79.65 · 2025Q4
2026-01-23
NEW
Baillie Gifford & Co opened a new position in SVM
SILVERCORP METALS INC
+4,221,271
~$8.35 · 2025Q4
2026-01-23
NEW
Baillie Gifford & Co opened a new position in SONY
SONY GROUP CORPORATION
+1,551
~$25.60 · 2025Q4
2026-01-23