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 2023Q4 — net new, added, trimmed, exited.
New positions15 names
  • PODDINSULET CORP
    +1,212,759
    $263.1M
  • GHGUARDANT HEALTH INC
    +6,178,812
    $167.1M
  • NEOGNEOGEN CORP
    +8,286,714
    $166.6M
  • LULUFAX HOLDING LTD
    +6,077,224
    $18.7M
  • MSAMSA SAFETY INC
    +77,747
    $13.1M
  • SUISUN CMNTYS INC
    +96,700
    $12.9M
  • GGGGRACO INC
    +142,649
    $12.4M
  • SKYTSKYWATER TECHNOLOGY INC
    +964,800
    $9.3M
  • IBPINSTALLED BLDG PRODS INC
    +16,301
    $3.0M
  • HUBBHUBBELL INC
    +101
    $33K
  • BUDANHEUSER BUSCH INBEV SA/NV
    +101
    $7K
  • LILI AUTO INC
    +67
    $3K
  • + 3 more…
Added to69 names
  • ENPHENPHASE ENERGY INC
    +4,078,723
    $539.0M
  • XYZBLOCK INC
    +5,771,310
    $446.4M
  • CPNGCOUPANG INC
    +25,843,034
    $418.4M
  • METAMETA PLATFORMS INC
    +1,077,738
    $381.5M
  • TEAMATLASSIAN CORPORATION
    +1,511,318
    $359.5M
  • PDDPINDUODUO INC
    +2,292,068
    $335.4M
  • SESEA LTD
    +8,045,977
    $325.9M
  • INSPINSPIRE MED SYS INC
    +1,212,175
    $246.6M
  • TXNTEXAS INSTRS INC
    +1,385,725
    $236.2M
  • FMXFOMENTO ECONOMICO MEXICANO S
    +1,343,165
    $175.1M
  • YETIYETI HLDGS INC
    +3,260,704
    $168.8M
  • RYAAYRYANAIR HOLDINGS PLC
    +1,197,812
    $159.7M
  • + 57 more…
Trimmed195 names
  • MELIMERCADOLIBRE INC
    −648,605
    $1.02B
  • TSLATESLA INC
    −3,604,862
    $895.7M
  • ILMNILLUMINA INC
    −5,194,534
    $723.3M
  • TTDTHE TRADE DESK INC
    −3,710,749
    $267.0M
  • NFLXNETFLIX INC
    −482,908
    $235.1M
  • ALNYALNYLAM PHARMACEUTICALS INC
    −1,196,042
    $228.9M
  • SPOTSPOTIFY TECHNOLOGY S A
    −1,165,028
    $218.9M
  • DUOLDUOLINGO INC
    −895,203
    $203.1M
  • ADBEADOBE SYSTEMS INCORPORATED
    −323,021
    $192.7M
  • CSGPCOSTAR GROUP INC
    −2,114,502
    $184.8M
  • WSOWATSCO INC
    −404,781
    $173.4M
  • ZMZOOM VIDEO COMMUNICATIONS IN
    −2,190,660
    $157.5M
  • + 183 more…
Exited16 names
  • 000380ABCAM PLC
    −7,307,800
    $165.4M
  • SNAPSNAP INC
    −10,345,952
    $92.2M
  • 30744WFARFETCH LTD
    −43,555,765
    $91.0M
  • 67421JOATLY GROUP AB
    −29,437,368
    $26.4M
  • 54975PLUFAX HOLDING LTD
    −24,878,403
    $26.4M
  • ADMARCHER DANIELS MIDLAND CO
    −199,310
    $15.0M
  • EVBGEUREVERBRIDGE INC
    −574,022
    $12.9M
  • SHWSHERWIN WILLIAMS CO
    −38,555
    $9.8M
  • TREELENDINGTREE INC NEW
    −515,100
    $8.0M
  • LPSNUSDLIVEPERSON INC
    −1,030,519
    $4.0M
  • AEMAGNICO EAGLE MINES LTD
    −43,514
    $2.0M
  • APIAGORA INC
    −744,300
    $1.9M
  • + 4 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