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+80.3%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
$85.29B
Lifetime sells
$130.84B

Quarter activity

What changed in 2025Q1 — net new, added, trimmed, exited.
New positions15 names
  • CRMSALESFORCE COM INC
    +1,197,896
    $321.5M
  • ONON SEMICONDUCTOR CORP
    +5,382,186
    $219.0M
  • UBERUBER TECHNOLOGIES INC
    +2,299,369
    $167.5M
  • WSCWILLSCOT MOBIL MINI HLDNG CO
    +5,229,918
    $145.4M
  • RDDTREDDIT INC
    +750,000
    $78.7M
  • BZKANZHUN LIMITED
    +3,709,515
    $71.1M
  • AMPLAMPLITUDE INC
    +1,991,397
    $20.3M
  • PRCTPROCEPT BIOROBOTICS CORP
    +313,884
    $18.3M
  • CDNSCADENCE DESIGN SYSTEM INC
    +42,817
    $10.9M
  • SNPSSYNOPSYS INC
    +23,177
    $9.9M
  • EICEagle Point Income
    +569,544
    $8.5M
  • OBDCOWL ROCK CAPITAL CORPORATION
    +551,430
    $8.1M
  • + 3 more…
Added to46 names
  • NUNU HLDGS LTD
    +40,181,132
    $411.5M
  • PAYCPAYCOM SOFTWARE INC
    +1,505,990
    $329.0M
  • SQMSOCIEDAD QUIMICA Y MINERA DE
    +8,009,430
    $318.2M
  • APPAPPLOVIN CORP
    +1,185,859
    $314.2M
  • PDDPINDUODUO INC
    +1,987,935
    $235.3M
  • ENPHENPHASE ENERGY INC
    +2,680,567
    $166.3M
  • V5633WMAKEMYTRIP LIMITED MAURITIUS
    +1,471,660
    $144.2M
  • DDOGDATADOG INC
    +1,369,522
    $135.9M
  • TEAMATLASSIAN CORPORATION
    +573,696
    $121.7M
  • TSMTAIWAN SEMICONDUCTOR MFG LTD
    +549,641
    $91.2M
  • IOTSAMSARA INC
    +2,348,101
    $90.0M
  • XYZBLOCK INC
    +1,385,359
    $75.3M
  • + 34 more…
Trimmed188 names
  • TSLATESLA INC
    −5,660,651
    $1.47B
  • SPOTSPOTIFY TECHNOLOGY S A
    −2,318,712
    $1.28B
  • MELIMERCADOLIBRE INC
    −511,949
    $998.7M
  • NVDANVIDIA CORPORATION
    −5,999,328
    $650.2M
  • NETCLOUDFLARE INC
    −4,458,339
    $502.4M
  • ADIANALOG DEVICES INC
    −2,457,946
    $495.7M
  • NFLXNETFLIX INC
    −441,109
    $411.3M
  • MRNAMODERNA INC
    −13,941,013
    $395.2M
  • M98068WIX COM LTD
    −2,386,190
    $389.9M
  • N3167YFERRARI N V
    −900,451
    $381.5M
  • SHOPSHOPIFY INC
    −3,898,764
    $372.3M
  • CHWYCHEWY INC
    −10,583,241
    $344.1M
  • + 176 more…
Exited21 names
  • AMDADVANCED MICRO DEVICES INC
    −6,350,514
    $767.1M
  • UPSUNITED PARCEL SERVICE INC
    −593,605
    $74.9M
  • STAASTAAR SURGICAL CO
    −1,153,886
    $28.0M
  • ABNBAIRBNB INC
    −76,904
    $10.1M
  • ADAPYADAPTIMMUNE THERAPEUTICS PLC
    −11,819,095
    $6.4M
  • 09769BBOLT PROJS HLDGS INC
    −2,465,807
    $1.2M
  • GOOSCANADA GOOSE HLDGS INC
    −115,141
    $1.2M
  • CARGCARGURUS INC
    −21,315
    $779K
  • NOVTNOVANTA INC
    −5,006
    $765K
  • VRNSVARONIS SYS INC
    −16,715
    $743K
  • XNCRXENCOR INC
    −20,898
    $480K
  • CALXCALIX INC
    −13,308
    $464K
  • + 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