Baillie Gifford Andrew Driver
Top positions activity
Value History
Quarterly report: Q3 2024
Total portfolio value: $133.6B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
MELI
|
MercadoLibre Inc | 9.6B 7.2% | 4.7M | -157.1K ↓3.24% | |
|
NVDA
|
NVIDIA Corp | 7.7B 5.77% | 63.5M | -18.6M ↓22.62% | |
|
AMZN
|
Amazon.com Inc. | 7.2B 5.36% | 38.5M | -3.5K ↓0.01% | |
|
SPOT
|
Spotify Technology S.A. | 5.7B 4.29% | 15.6M | -533.6K ↓3.31% | |
|
SHOP
|
Shopify Inc - Class A | 5.1B 3.8% | 63.4M | +8.1M ↑14.72% | |
|
PDD
|
Pinduoduo Inc - ADR | 4.9B 3.64% | 36.1M | +988.0K ↑2.81% | |
|
TTD
|
Trade Desk Inc - Class A | 4.2B 3.17% | 38.7M | +1.7M ↑4.65% | |
|
CPNG
|
Coupang Inc - Class A | 4.2B 3.14% | 171.1M | -220.0K ↓0.13% | |
|
SE
|
Sea Ltd - ADR | 3.7B 2.79% | 39.6M | +5.3M ↑15.45% | |
|
FB
|
Meta Platforms Inc - Class A | 3.5B 2.63% | 6.2M | +338.3K ↑5.82% | |
|
NFLX
|
NetFlix Inc | 3.3B 2.49% | 4.7M | -55.0K ↓1.15% | |
|
TSLA
|
Tesla Inc | 3.3B 2.47% | 12.7M | -1.6M ↓11.43% | |
|
MSFT
|
Microsoft Corporation | 3.0B 2.26% | 7.0M | +2.2M ↑46.05% | |
|
NU
|
Nu Holdings Ltd Class A | 2.9B 2.14% | 210.1M | +24.1M ↑12.98% | |
|
MRNA
|
Moderna Inc | 2.8B 2.12% | 42.5M | -991.0K ↓2.28% | |
|
RACE
|
Ferrari N.V. | 2.8B 2.05% | 5.9M | -148.1K ↓2.46% | |
|
NET
|
Cloudflare Inc - Class A | 2.6B 1.96% | 32.5M | -212.1K ↓0.65% | |
|
DASH
|
DoorDash Inc - Class A | 2.0B 1.51% | 14.1M | +1.6M ↑13.16% | |
|
ISRG
|
Intuitive Surgical Inc | 1.9B 1.41% | 3.8M | +24.2K ↑0.63% | |
|
IOT
|
Samsara Inc - Class A | 1.6B 1.21% | 33.8M | +6.4M ↑23.37% | |
|
WDAY
|
Workday Inc - Class A | 1.6B 1.2% | 6.6M | +11.3K ↑0.17% | |
|
ANTM
|
Anthem Inc | 1.4B 1.07% | 2.8M | -94.7K ↓3.31% | |
|
TEAM
|
Atlassian Corporation Plc - Class A | 1.4B 1.01% | 8.5M | +78.5K ↑0.93% | |
|
ALNY
|
Alnylam Pharmaceuticals Inc | 1.3B 1% | 4.9M | -1.1M ↓18.99% | |
|
RBLX
|
Roblox Corporation - Class A | 1.3B 0.95% | 28.8M | -357.7K ↓1.23% | |
|
AMD
|
Advanced Micro Devices Inc. | 1.1B 0.85% | 7.0M | -1.4M ↓16.68% | |
|
MLM
|
Martin Marietta Materials, Inc. | 1.1B 0.85% | 2.1M | -86.1K ↓3.91% | |
|
DDOG
|
Datadog Inc - Class A | 1.1B 0.81% | 9.4M | -72.9K ↓0.77% | |
|
WIX
|
Wix.com Ltd | 1.1B 0.8% | 6.5M | -726.1K ↓10.10% | |
|
RYAAY
|
Ryanair Holdings Plc - ADR | 1.1B 0.79% | 23.5M | +15.0M ↑175.72% | |
|
MA
|
Mastercard Incorporated - Class A | 1.0B 0.76% | 2.1M | -69.1K ↓3.24% | |
|
DXCM
|
Dexcom Inc | 1.0B 0.75% | 15.0M | -308.3K ↓2.01% | |
|
SCI
|
Service Corp. International | 988.9M 0.74% | 12.5M | -470.0K ↓3.62% | |
|
BNTX
|
BioNTech SE - ADR | 986.7M 0.73% | 8.3M | +31.8K ↑0.38% | |
|
MCO
|
Moody`s Corp. | 973.9M 0.72% | 2.1M | -368.8K ↓15.23% | |
|
DUOL
|
Duolingo Inc - Class A | 902.7M 0.67% | 3.2M | -215.2K ↓6.30% | |
|
PBR
|
Petroleo Brasileiro S.A. Petrobras - ADR | 894.6M 0.66% | 62.1M | +20.4M ↑49.05% | |
|
BGNE
|
BeiGene Ltd - ADR | 832.0M 0.62% | 3.7M | +23.8K ↑0.65% | |
|
ADI
|
Analog Devices Inc. | 777.8M 0.58% | 3.4M | -133.4K ↓3.80% | |
|
ESTC
|
Elastic N.V | 722.5M 0.54% | 9.4M | -374.6K ↓3.83% | |
|
ENPH
|
Enphase Energy Inc | 716.9M 0.53% | 6.3M | +58.0K ↑0.92% | |
|
SQ
|
Block Inc - Class A | 686.9M 0.51% | 10.2M | +147.9K ↑1.47% | |
|
AJG
|
Arthur J. Gallagher & Co. | 669.9M 0.5% | 2.4M | -108.3K ↓4.35% |
Sold Out Positions
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