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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 -International Growth
Value
$4.4B
Stocks
31 Stocks (2 new)
Turnover
6.3%
Top Holdings
MELI(6.08%) NET(5.77%) APPL(4.85%) CPNG(4.68%) SHOP(4.46%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| MELI | None | MercadoLibre, Inc. | Consumer Discretionary | $1306.3M | 0 | 6.1% | 0 | No Change |
| NET | None | Cloudflare, Inc. | Information Technology | $1240.5M | 0 | 5.8% | 0 | No Change |
| APPL | None | AppLovin | Industrials | $1043.5M | 0 | 4.8% | 0 | No Change |
| CPNG | None | Coupang | Consumer Discretionary | $1007.0M | 0 | 4.7% | 0 | No Change |
| SHOP | None | Shopify Inc. | Information Technology | $959.2M | 0 | 4.5% | 0 | No Change |
| RACE | None | Ferrari NV | Consumer Discretionary | $896.6M | 0 | 4.2% | 0 | No Change |
| SE | None | Sea Limited | Consumer Discretionary | $832.2M | 0 | 3.9% | 0 | No Change |
| SPOT | None | Spotify Technology S.A. | Communication Services | $800.9M | 0 | 3.7% | 0 | No Change |
| NEW YORK STOCK EXCHANGE-NUAI | None | Nu Holdings Ltd. | Industrials | $783.5M | 0 | 3.6% | 0 | No Change |
| RY | None | Royal Bank of Canada | Financials | $740.1M | 0 | 3.4% | 0 | No Change |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Consumer Discretionary | 7 | $5633.3M | 26.2% |
| Information Technology | 5 | $3685.5M | 17.1% |
| Communication Services | 5 | $3127.1M | 14.5% |
| General | 5 | $2983.3M | 13.9% |
| Industrials | 3 | $2442.0M | 11.4% |
| Health Care | 3 | $1718.3M | 8.0% |
| Financials | 2 | $1362.1M | 6.3% |
| Energy | 1 | $548.5M | 2.5% |