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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Baillie Gifford
Value
$120.3B
Stocks
158 Stocks (136 new)
Turnover
78.0%
Top Holdings
NVDA(6.80%) MELI(5.83%) AMZN(5.64%) SHOP(4.17%) SE(4.11%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| NVDA | None | NVIDIA Corporation | Information Technology | $8181.3M | 43.87M | 6.8% | 39.99M | +1032.2% |
| MELI | None | MercadoLibre, Inc. | Consumer Discretionary | $7012.8M | 3.48M | 5.8% | 1.05M | +43.5% |
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $6783.1M | 29.39M | 5.6% | 13.47M | +84.6% |
| SHOP | None | Shopify Inc. | Information Technology | $5023.3M | 31.21M | 4.2% | 31.21M | +100.0% |
| SE | None | Sea Limited | Consumer Discretionary | $4944.5M | 38.76M | 4.1% | 35.96M | +1283.3% |
| SPOT | None | Spotify Technology S.A. | Communication Services | $4838.0M | 8.33M | 4.0% | 8.33M | +100.0% |
| NU | None | Nu Holdings Ltd. | Financials | $4306.5M | 257.26M | 3.6% | 242.24M | +1612.9% |
| APP | None | AppLovin Corp. | Communication Services | $4155.0M | 6.17M | 3.5% | 5.55M | +905.7% |
| PDD | None | PDD Holdings Inc. | Consumer Discretionary | $3518.8M | 31.03M | 2.9% | 28.94M | +1383.9% |
| NFLX | None | Netflix, Inc. | Communication Services | $3463.5M | 36.94M | 2.9% | 36.52M | +8715.3% |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| NVDANVIDIA Corporation | $8181.3M | +1032.2% | 6.8% | Increased |
| MELIMercadoLibre, Inc. | $7012.8M | +43.5% | 5.8% | Increased |
| AMZNAmazon.com, Inc. | $6783.1M | +84.6% | 5.6% | Increased |
| SHOPShopify Inc. | $5023.3M | +100.0% | 4.2% | New |
| SESea Limited | $4944.5M | +1283.3% | 4.1% | Increased |
| SPOTSpotify Technology S.A. | $4838.0M | +100.0% | 4.0% | New |
| NUNu Holdings Ltd. | $4306.5M | +1612.9% | 3.6% | Increased |
| APPAppLovin Corp. | $4155.0M | +905.7% | 3.5% | Increased |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| DDOGDatadog, Inc. | $538.7M | -43.4% | 0.5% | Decreased |
| SQMSociedad Quimica y Minera de Chile SA | $428.9M | -2.0% | 0.4% | Decreased |
| MMYTMakeMyTrip | $423.3M | -9.8% | 0.3% | Decreased |
| WIXWix.com Ltd. | $296.6M | -4.3% | 0.3% | Decreased |
| YMMFull Truck Alliance Co. Ltd. | $171.1M | -100.0% | 0.0% | Sold Out |
| BCHBanco de Chile | $111.0M | -100.0% | 0.0% | Sold Out |
| TFIITFI International Inc | $106.6M | -2.0% | 0.1% | Decreased |
| PINSPinterest | $91.2M | -100.0% | 0.0% | Sold Out |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Consumer Discretionary | 24 | $32777.9M | 27.2% |
| Information Technology | 39 | $30805.2M | 25.6% |
| Communication Services | 10 | $20783.7M | 17.3% |
| Health Care | 20 | $9808.4M | 8.2% |
| Financials | 17 | $9110.3M | 7.6% |
| Industrials | 19 | $7485.1M | 6.2% |
| General | 11 | $2749.2M | 2.3% |
| Consumer Staples | 7 | $1900.7M | 1.6% |
| Real Estate | 2 | $1301.7M | 1.1% |
| Materials | 4 | $1102.9M | 0.9% |
| Basic Materials | 1 | $428.9M | 0.4% |
| Energy | 1 | $349.9M | 0.3% |
| Healthcare | 2 | $215.8M | 0.2% |
| Technology | 1 | $82.9M | 0.1% |