Baillie Gifford Andrew Driver
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $133.9B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
MELI
|
MercadoLibre Inc | 9.2B 6.84% | 3.5M | -278.8K ↓7.37% | |
|
NVDA
|
NVIDIA Corp | 7.8B 5.78% | 49.1M | +2.2M ↑4.63% | |
|
SPOT
|
Spotify Technology S.A. | 7.4B 5.51% | 9.6M | -1.2M ↓11.16% | |
|
AMZN
|
Amazon.com Inc. | 7.3B 5.45% | 33.3M | -1.5M ↓4.41% | |
|
SE
|
Sea Ltd - ADR | 6.7B 4.97% | 41.6M | +2.1M ↑5.31% | |
|
NFLX
|
NetFlix Inc | 5.2B 3.9% | 3.9M | -131.1K ↓3.25% | |
|
NET
|
Cloudflare Inc - Class A | 5.0B 3.73% | 25.5M | -1.9M ↓6.93% | |
|
CPNG
|
Coupang Inc - Class A | 4.8B 3.6% | 160.9M | +5.6M ↑3.63% | |
|
SHOP
|
Shopify Inc - Class A | 4.4B 3.25% | 37.7M | -18.1M ↓32.45% | |
|
FB
|
Meta Platforms Inc - Class A | 4.0B 3% | 5.5M | -419.7K ↓7.15% | |
|
PDD
|
Pinduoduo Inc - ADR | 3.6B 2.68% | 34.4M | -5.7M ↓14.17% | |
|
NU
|
Nu Holdings Ltd Class A | 3.6B 2.67% | 261.0M | -4.2M ↓1.58% | |
|
MSFT
|
Microsoft Corporation | 3.0B 2.23% | 6.0M | -992.6K ↓14.14% | |
|
RBLX
|
Roblox Corporation - Class A | 2.8B 2.07% | 26.4M | -1.1M ↓4.00% | |
|
AP+
|
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) | 2.2B 1.67% | 6.4M | +1.1M ↑21.44% | |
|
DASH
|
DoorDash Inc - Class A | 2.2B 1.65% | 9.0M | -3.0M ↓24.78% | |
|
TTD
|
Trade Desk Inc - Class A | 2.2B 1.65% | 30.7M | -711.3K ↓2.26% | |
|
RACE
|
Ferrari N.V. | 2.1B 1.55% | 4.3M | -367.4K ↓7.95% | |
|
IOT
|
Samsara Inc - Class A | 1.7B 1.3% | 43.9M | +8.6M ↑24.42% | |
|
TEAM
|
Atlassian Corporation Plc - Class A | 1.7B 1.29% | 8.5M | -167.2K ↓1.92% | |
|
ISRG
|
Intuitive Surgical Inc | 1.7B 1.26% | 3.1M | -60.0K ↓1.89% | |
|
DDOG
|
Datadog Inc - Class A | 1.6B 1.19% | 12.0M | -317.2K ↓2.58% | |
|
DXCM
|
Dexcom Inc | 1.5B 1.08% | 16.7M | +2.5M ↑17.81% | |
|
ALNY
|
Alnylam Pharmaceuticals Inc | 988.7M 0.73% | 3.0M | -625.7K ↓17.11% | |
|
ELF
|
e.l.f. Beauty Inc | 967.0M 0.72% | 7.8M | -168.4K ↓2.12% | |
|
RYAAY
|
Ryanair Holdings Plc - ADR | 912.3M 0.68% | 15.8M | -3.2M ↓16.95% | |
|
DUOL
|
Duolingo Inc - Class A | 901.6M 0.67% | 2.2M | -278.9K ↓11.25% | |
|
MA
|
Mastercard Incorporated - Class A | 894.1M 0.66% | 1.6M | -40.6K ↓2.49% | |
|
ANTM
|
Anthem Inc | 870.1M 0.64% | 2.2M | -66.0K ↓2.87% | |
|
BNTX
|
BioNTech SE - ADR | 855.9M 0.63% | 8.0M | -120.8K ↓1.48% | |
|
SQ
|
Block Inc - Class A | 816.0M 0.6% | 12.0M | -540.5K ↓4.31% | |
|
SCI
|
Service Corp. International | 814.0M 0.6% | 10.0M | -235.6K ↓2.30% | |
|
CSGP
|
Costar Group, Inc. | 686.6M 0.51% | 8.5M | +104.2K ↑1.23% | |
|
MLM
|
Martin Marietta Materials, Inc. | 675.7M 0.5% | 1.2M | -24.2K ↓1.93% | |
|
PODD
|
Insulet Corporation | 670.8M 0.5% | 2.1M | -115.7K ↓5.14% |
Sold Out Positions
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