Asset Manager · CIK 0001088875
Baillie Gifford & Co
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.
Portfolio
$120.34B
Positions
266
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$850M
Lifetime buys
$85.29B
Lifetime sells
$130.84B
Quarter activity
What changed in 2024Q1 — net new, added, trimmed, exited.
New positions15 names
- SYMSYMBOTIC INC+9,483,371$426.8M
- KSPIKASPI KZ JSC+1,147,213$147.6M
- BCBRUNSWICK CORP+1,293,415$124.8M
- M7S64HMONDAY COM LTD+338,841$76.5M
- CSLCARLISLE COS INC+44,095$17.3M
- 8QRCONFLUENT INC+443,675$13.5M
- ALB 7.25 03/01/27ALBEMARLE CORP+120,000$7.1M
- RXSTRXSIGHT INC+66,482$3.4M
- CNPCENTERPOINT ENERGY INC+66,416$1.9M
- M7S750NAYAX LTD+49,470$1.3M
- SOSOUTHERN CO+17,500$1.3M
- DOCHEALTHPEAK PROPERTIES INC+35,086$658K
- + 3 more…
Added to57 names
- NUNU HLDGS LTD+54,681,625$652.4M
- CPNGCOUPANG INC+23,076,870$410.5M
- METAMETA PLATFORMS INC+748,076$363.3M
- MBLYMOBILEYE GLOBAL INC+7,560,929$243.1M
- RIVNRIVIAN AUTOMOTIVE INC+22,194,018$243.0M
- N14506ELASTIC N V+2,392,356$239.8M
- TXNTEXAS INSTRS INC+1,181,841$205.9M
- HDBHDFC BANK LTD+1,632,542$91.4M
- XYZBLOCK INC+986,252$83.4M
- ILMNILLUMINA INC+460,649$63.3M
- NEOGNEOGEN CORP+3,502,807$55.3M
- INSPINSPIRE MED SYS INC+237,734$51.1M
- + 45 more…
Trimmed203 names
- NVDANVIDIA CORPORATION−3,470,363$3.14B
- SPOTSPOTIFY TECHNOLOGY S A−2,195,015$579.3M
- MELIMERCADOLIBRE INC−346,466$523.8M
- SCHWSCHWAB CHARLES CORP−6,927,621$501.1M
- NIONIO INC−95,730,817$430.8M
- PDDPINDUODUO INC−3,179,958$369.7M
- N3167YFERRARI N V−666,590$290.8M
- AMZNAMAZON COM INC−1,506,678$271.8M
- ELLAUDER ESTEE COS INC−1,583,436$244.1M
- GOOGALPHABET INC−1,558,722$237.3M
- AMDADVANCED MICRO DEVICES INC−1,292,810$233.3M
- MLMMARTIN MARIETTA MATLS INC−360,597$221.4M
- + 191 more…
Exited13 names
- BRBROADRIDGE FINL SOLUTIONS IN−2,803,441$576.8M
- TWLOTWILIO INC−3,863,887$293.2M
- 92932MWNS HLDGS LTD−979,373$61.9M
- TDOCTELADOC HEALTH INC−1,589,851$34.3M
- D0ADADA NEXUS LTD−7,470,392$24.8M
- MASIMASIMO CORP−86,188$10.1M
- I8RIROBOT CORP−189,026$7.3M
- HUYAHUYA INC−1,765,711$6.5M
- HCMHUTCHMED CHINA LTD−144,969$2.6M
- 67022CNUCANA PLC−3,659,030$1.1M
- AEEAMEREN CORP−13,935$1.0M
- 71943UPHYSICIANS RLTY TR−44,143$588K
- + 1 more…
Recent transactions
Last 20 moves
NEW
CENTRAIS ELETRICAS BRASILEIR
+264
~$9.16 · 2025Q4
2026-01-23
NEW
ATOUR LIFESTYLE HLDGS LTD
+176,975
~$39.40 · 2025Q4
2026-01-23
NEW
CENTRAIS ELET BRAS SA
+69
~$8.62 · 2025Q4
2026-01-23
NEW
BROWN & BROWN INC
+166,161
~$79.70 · 2025Q4
2026-01-23
NEW
EHANG HLDGS LTD
+774,166
~$13.18 · 2025Q4
2026-01-23
NEW
FULL TRUCK ALLIANCE CO LTD
+1,158
~$10.73 · 2025Q4
2026-01-23
NEW
MEDLINE INC
+10,410,371
~$42.00 · 2025Q4
2026-01-23
NEW
OLD DOMINION FREIGHT LINE IN
+84,962
~$156.80 · 2025Q4
2026-01-23
NEW
REVOLUTION MEDICINES INC
+194,959
~$79.65 · 2025Q4
2026-01-23
NEW
SILVERCORP METALS INC
+4,221,271
~$8.35 · 2025Q4
2026-01-23
NEW
SONY GROUP CORPORATION
+1,551
~$25.60 · 2025Q4
2026-01-23