Baillie Gifford & Co Top Holdings and 13F Report (2024) → Must-See: Elon’s New Invention is Absolutely Insane (From InvestorPlace) (Ad) About Baillie Gifford & CoInvestment ActivityBaillie Gifford & Co has $128.56 billion in total holdings as of March 31, 2024.Baillie Gifford & Co owns shares of 290 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 6.74% of the portfolio was purchased this quarter.About 9.50% of the portfolio was sold this quarter.This quarter, Baillie Gifford & Co has purchased 288 new stocks and bought additional shares in 58 stocks.Baillie Gifford & Co sold shares of 202 stocks and completely divested from 13 stocks this quarter.Largest Holdings NVIDIA $9,308,067,614MercadoLibre $7,615,381,162Amazon.com $7,063,771,170Spotify Technology $5,663,842,648Moderna $4,758,523,859 Largest New Holdings this Quarter Symbotic $426,751,695 HoldingKaspi.kz ADR $147,577,481 HoldingBrunswick $124,840,416 Holdingmonday.com $76,534,017 HoldingCarlisle Companies $17,278,625 Holding Largest Purchases this Quarter Shopify 61,262,818 shares (about $4.73B)NU 54,681,625 shares (about $652.35M)Symbotic 9,483,371 shares (about $426.75M)Coupang 23,076,870 shares (about $410.54M)Meta Platforms 748,076 shares (about $363.25M) Largest Sales this Quarter NVIDIA 3,470,363 shares (about $3.14B)Spotify Technology 2,195,015 shares (about $579.26M)MercadoLibre 346,466 shares (about $523.84M)Charles Schwab 6,927,621 shares (about $501.14M)NIO 95,730,817 shares (about $430.79M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaillie Gifford & Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$9,308,067,614$3,135,681,192 ▼-25.2%10,301,5497.2%Computer and TechnologyMELIMercadoLibre$7,615,381,162$523,842,733 ▼-6.4%5,036,7615.9%Retail/WholesaleAMZNAmazon.com$7,063,771,170$271,774,578 ▼-3.7%39,160,5015.5%Retail/WholesaleSPOTSpotify Technology$5,663,842,648$579,264,458 ▼-9.3%21,462,0794.4%Business ServicesMRNAModerna$4,758,523,859$106,422,538 ▼-2.2%44,655,8173.7%MedicalSHOPShopify$4,737,261,260$4,727,651,666 ▲49,197.2%61,387,3433.7%Computer and TechnologyPDDPDD$4,043,207,550$369,670,118 ▼-8.4%34,780,2803.1%Retail/WholesaleTTDTrade Desk$3,367,019,852$215,802,914 ▼-6.0%38,515,4412.6%Computer and TechnologyTSLATesla$3,135,376,728$150,798,287 ▼-4.6%17,835,9222.4%Auto/Tires/TrucksCPNGCoupang$2,999,411,754$410,537,517 ▲15.9%168,600,9982.3%Retail/WholesaleMETAMeta Platforms$2,962,766,856$363,250,744 ▲14.0%6,101,5012.3%Computer and TechnologyNETCloudflare$2,919,160,542$76,631,553 ▼-2.6%30,147,2742.3%Computer and TechnologyNFLXNetflix$2,827,311,245$112,495,129 ▼-3.8%4,655,3132.2%Consumer DiscretionaryRACEFerrari$2,667,744,774$290,847,890 ▼-9.8%6,114,1652.1%Auto/Tires/TrucksDXCMDexCom$2,175,980,524$115,386,888 ▼-5.0%15,688,3961.7%MedicalMSFTMicrosoft$2,043,392,864$120,560,682 ▼-5.6%4,856,8951.6%Computer and TechnologyNUNU$2,021,539,980$652,351,786 ▲47.6%169,450,1241.6%Business ServicesSESEA$1,832,555,552$3,434,540 ▼-0.2%34,119,4481.4%Computer and TechnologyWDAYWorkday$1,821,536,600$80,309,328 ▼-4.2%6,678,4111.4%Computer and TechnologyDoordash Inc$1,708,175,176$51,283,485 ▼-2.9%12,403,2471.3%COMTEAMAtlassian$1,659,215,829$59,238,713 ▼-3.4%8,504,0021.3%Computer and TechnologyAMDAdvanced Micro Devices$1,598,603,540$233,339,277 ▼-12.7%8,857,0201.2%Computer and TechnologyISRGIntuitive Surgical$1,547,872,959$75,638,729 ▼-4.7%3,878,5061.2%MedicalELVElevance Health$1,511,468,912$89,732,828 ▼-5.6%2,914,8551.2%MedicalMLMMartin Marietta Materials$1,396,423,721$221,384,922 ▼-13.7%2,274,5281.1%ConstructionRYAAYRyanair$1,280,364,902$86,613,966 ▼-6.3%8,794,3191.0%TransportationMCOMoody's$1,263,934,172$166,125,527 ▼-11.6%3,215,8721.0%FinanceDDOGDatadog$1,189,501,557$36,655,681 ▼-3.0%9,623,7990.9%Computer and TechnologyRBLXRoblox$1,092,221,025$33,132,795 ▲3.1%28,607,1510.8%Consumer DiscretionaryMAMastercard$1,051,866,384$64,014,619 ▼-5.7%2,184,2440.8%Business ServicesWIXWix.com$1,037,749,495$33,047,167 ▼-3.1%7,548,3670.8%Computer and TechnologyESTCElastic$1,018,110,214$239,809,765 ▲30.8%10,156,7260.8%Business ServicesALNYAlnylam Pharmaceuticals$989,893,583$51,339,064 ▼-4.9%6,623,5770.8%MedicalSCIService Co. International$983,559,006$59,108,191 ▼-5.7%13,253,7260.8%Consumer StaplesCSGPCoStar Group$893,912,540$26,115,134 ▼-2.8%9,253,7530.7%Computer and TechnologyIOTSamsara$877,681,745$31,284,376 ▲3.7%23,225,2380.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$865,533,910$59,934,515 ▼-6.5%6,361,8810.7%Computer and TechnologyGOOGAlphabet$848,768,802$237,331,012 ▼-21.9%5,574,4700.7%Computer and TechnologyILMNIllumina$787,724,920$63,256,321 ▲8.7%5,736,4180.6%MedicalDuolingo Inc$780,294,692$12,343,216 ▼-1.6%3,537,4680.6%CL A COMBNTXBioNTech$771,112,122$30,464,917 ▼-3.8%8,358,9390.6%MedicalADIAnalog Devices$709,066,073$41,391,711 ▼-5.5%3,584,9440.6%Computer and TechnologyAFRMAffirm$697,969,485$27,921,452 ▲4.2%18,732,4070.5%Business ServicesPBRPetróleo Brasileiro S.A. - Petrobras$639,828,652$70,794,823 ▼-10.0%42,066,3150.5%Oils/EnergyAJGArthur J. Gallagher & Co.$638,609,911$39,925,887 ▼-5.9%2,554,0310.5%FinanceHDBHDFC Bank$630,755,314$91,373,376 ▲16.9%11,269,5250.5%FinanceWSOWatsco$629,972,089$7,752,566 ▼-1.2%1,458,3700.5%ConstructionSQBlock$585,399,663$83,417,194 ▲16.6%6,921,2540.5%Business ServicesBGNEBeiGene$583,136,084$21,537,874 ▼-3.6%3,728,7300.5%MedicalWMSAdvanced Drainage Systems$547,587,819$34,668,812 ▼-6.0%3,179,2140.4%ConstructionFMXFomento Económico Mexicano$544,978,552$44,919,050 ▲9.0%4,183,4540.4%Consumer StaplesTXNTexas Instruments$518,628,745$205,888,521 ▲65.8%2,977,0320.4%Computer and TechnologyMBLYMobileye Global$513,924,566$243,083,867 ▲89.8%15,985,2120.4%Auto/Tires/TrucksRPRXRoyalty Pharma$506,048,992$28,172,973 ▼-5.3%16,662,7920.4%FinanceSNOWSnowflake$494,019,119$190,543,045 ▼-27.8%3,057,0490.4%Computer and TechnologyENPHEnphase Energy$481,579,158$11,992,143 ▼-2.4%3,980,6510.4%Oils/EnergyTERTeradyne$479,462,735$29,577,707 ▼-5.8%4,249,4260.4%Computer and TechnologyCBRECBRE Group$453,767,737$27,910,894 ▼-5.8%4,666,4720.4%FinanceSPGIS&P Global$436,358,962$119,536,559 ▼-21.5%1,025,6410.3%Business ServicesSYMSymbotic$426,751,695$426,751,695 ▲New Holding9,483,3710.3%Business ServicesETNEaton$416,493,825$151,375,267 ▼-26.7%1,332,0130.3%Industrial ProductsMKLMarkel Group$414,927,375$26,387,028 ▼-6.0%272,7130.3%Multi-Sector ConglomeratesCXCEMEX$404,205,530$29,409,118 ▼-6.8%44,861,8790.3%ConstructionWWayfair$387,849,826$116,430,356 ▼-23.1%5,713,7570.3%Retail/WholesaleENTGEntegris$383,137,619$144,083,435 ▼-27.3%2,726,1820.3%Computer and TechnologyCPACopa$380,957,077$15,198,819 ▼-3.8%3,657,4220.3%TransportationDEDeere & Company$378,189,266$18,434,011 ▼-4.6%920,7510.3%Industrial ProductsXYLXylem$376,613,373$19,719,051 ▼-5.0%2,914,0620.3%Industrial ProductsTMOThermo Fisher Scientific$366,888,231$23,199,578 ▼-5.9%631,2490.3%MedicalSITESiteOne Landscape Supply$348,100,352$23,008,134 ▼-6.2%1,994,2730.3%Industrial ProductsYETIYETI$346,879,299$16,124,501 ▼-4.4%8,998,1660.3%Consumer DiscretionaryFIXComfort Systems USA$336,770,694$27,419,962 ▼-7.5%1,059,9940.3%ConstructionCOURCoursera$329,950,129$8,728,417 ▼-2.6%23,534,2460.3%Business ServicesADSKAutodesk$327,014,343$17,292,409 ▼-5.0%1,255,7190.3%Computer and TechnologyALBAlbemarle$325,681,700$15,319,254 ▲4.9%2,472,1550.3%Basic MaterialsPINSPinterest$320,203,141$2,427,524 ▼-0.8%9,235,7410.2%Computer and TechnologyCHWYChewy$315,323,392$21,262,617 ▲7.2%19,819,1950.2%Consumer StaplesINSPInspire Medical Systems$315,228,596$51,062,886 ▲19.3%1,467,6130.2%MedicalTMETencent Music Entertainment Group$294,560,749$4,718,029 ▼-1.6%26,323,5700.2%Computer and TechnologySGSweetgreen$293,132,095$304,610 ▲0.1%11,604,5960.2%Retail/WholesaleMTDMettler-Toledo International$290,354,350$118,893,516 ▼-29.1%218,1000.2%Computer and TechnologyJOBYJoby Aviation$289,214,028$12,663,536 ▼-4.2%53,957,8410.2%TransportationDNLIDenali Therapeutics$288,125,999$4,504,058 ▼-1.5%14,041,2280.2%MedicalFNDFloor & Decor$286,488,585$17,568,954 ▼-5.8%2,210,2190.2%ConstructionTXG10x Genomics$278,651,467$18,585,231 ▼-6.3%7,424,7660.2%MedicalRIVNRivian Automotive$277,046,004$243,024,496 ▲714.3%25,301,0050.2%Auto/Tires/TrucksOddity$274,288,118$36,221,788 ▲15.2%6,312,7300.2%SHS CLASS ABIDUBaidu$270,915,550$4,763,604 ▼-1.7%2,573,2860.2%Computer and TechnologyDNAGinkgo Bioworks$270,279,621$3,819,312 ▼-1.4%232,999,6730.2%MedicalECLEcolab$269,400,958$13,467,242 ▼-4.8%1,166,7430.2%Basic MaterialsPODDInsulet$247,206,621$39,339,728 ▲18.9%1,442,2790.2%MedicalSPTSprout Social$242,989,727$2,659,603 ▼-1.1%4,069,4980.2%Computer and TechnologyRXRXRecursion Pharmaceuticals$239,956,006$1,113,649 ▼-0.5%24,067,8040.2%MedicalBAPCredicorp$226,740,714$11,510,058 ▼-4.8%1,338,2560.2%FinancePOOLPool$225,110,633$18,274,515 ▼-7.5%557,8950.2%Consumer DiscretionaryRELYRemitly Global$219,568,345$11,293,428 ▼-4.9%10,586,7090.2%Business ServicesADBEAdobe$209,762,726$14,262,519 ▼-6.4%415,7010.2%Computer and TechnologyFASTFastenal$204,640,000$3,257,854 ▼-1.6%2,652,8390.2%Retail/WholesaleROKURoku$199,994,608$392,128 ▼-0.2%3,068,8140.2%Consumer DiscretionaryNEOGNeogen$186,038,642$55,274,295 ▲42.3%11,789,5210.1%MedicalShowing largest 100 holdings. 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