Baillie Gifford Andrew Driver

Top positions activity

Value History

Quarterly report: Q4 2024

Total portfolio value: $130.1B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
AMZN
Amazon.com Inc. 7.9B 6.07% 36.1M -2.4M ↓6.28%
MELI
MercadoLibre Inc 7.3B 5.61% 4.3M -392.7K ↓8.37%
NVDA
NVIDIA Corp 7.1B 5.45% 52.9M -10.6M ↓16.70%
SHOP
Shopify Inc - Class A 6.4B 4.88% 59.8M -3.6M ↓5.67%
SPOT
Spotify Technology S.A. 5.9B 4.52% 13.2M -2.4M ↓15.50%
SE
Sea Ltd - ADR 4.3B 3.33% 41.0M +1.4M ↑3.51%
TTD
Trade Desk Inc - Class A 4.1B 3.17% 35.2M -3.5M ↓9.14%
NFLX
NetFlix Inc 4.0B 3.06% 4.5M -231.3K ↓4.91%
PDD
Pinduoduo Inc - ADR 3.7B 2.83% 38.1M +1.9M ↑5.38%
CPNG
Coupang Inc - Class A 3.5B 2.71% 161.0M -10.1M ↓5.90%
FB
Meta Platforms Inc - Class A 3.4B 2.64% 5.9M -268.0K ↓4.36%
NET
Cloudflare Inc - Class A 3.4B 2.63% 31.9M -626.4K ↓1.93%
MSFT
Microsoft Corporation 3.1B 2.38% 7.4M +323.6K ↑4.59%
TSLA
Tesla Inc 3.0B 2.3% 7.4M -5.2M ↓41.36%
RACE
Ferrari N.V. 2.4B 1.81% 5.5M -347.3K ↓5.92%
NU
Nu Holdings Ltd Class A 2.3B 1.79% 225.0M +14.9M ↑7.08%
DASH
DoorDash Inc - Class A 2.2B 1.7% 13.2M -941.3K ↓6.66%
TEAM
Atlassian Corporation Plc - Class A 2.0B 1.51% 8.1M -393.0K ↓4.62%
ISRG
Intuitive Surgical Inc 2.0B 1.51% 3.8M -65.5K ↓1.70%
WDAY
Workday Inc - Class A 1.6B 1.25% 6.3M -240.5K ↓3.66%
RBLX
Roblox Corporation - Class A 1.6B 1.24% 28.0M -753.1K ↓2.62%
MRNA
Moderna Inc 1.6B 1.24% 38.9M -3.6M ↓8.40%
DDOG
Datadog Inc - Class A 1.6B 1.19% 10.9M +1.5M ↑15.76%
IOT
Samsara Inc - Class A 1.4B 1.1% 32.9M -915.0K ↓2.70%
AP+
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) 1.3B 1.01% 4.1M +4.0M ↑5421.38%
WIX
Wix.com Ltd 1.2B 0.92% 5.6M -848.4K ↓13.13%
DXCM
Dexcom Inc 1.1B 0.87% 14.6M -404.9K ↓2.70%
ELF
e.l.f. Beauty Inc 1.0B 0.77% 8.0M +2.7M ↑50.96%
MLM
Martin Marietta Materials, Inc. 987.2M 0.75% 1.9M -207.9K ↓9.81%
ALNY
Alnylam Pharmaceuticals Inc 950.7M 0.73% 4.0M -846.7K ↓17.33%
SQ
Block Inc - Class A 949.2M 0.72% 11.2M +934.7K ↑9.13%
RYAAY
Ryanair Holdings Plc - ADR 948.2M 0.72% 21.8M -1.8M ↓7.63%
MA
Mastercard Incorporated - Class A 946.7M 0.72% 1.8M -263.6K ↓12.79%
BNTX
BioNTech SE - ADR 936.7M 0.71% 8.2M -87.5K ↓1.05%
ANTM
Anthem Inc 917.6M 0.7% 2.5M -282.2K ↓10.19%
DUOL
Duolingo Inc - Class A 888.4M 0.68% 2.7M -460.8K ↓14.40%
SCI
Service Corp. International 879.7M 0.67% 11.0M -1.5M ↓12.04%
ESTC
Elastic N.V 879.2M 0.67% 8.9M -538.0K ↓5.72%
AMD
Advanced Micro Devices Inc. 767.1M 0.58% 6.4M -651.3K ↓9.30%
PBR
Petroleo Brasileiro S.A. Petrobras - ADR 712.8M 0.54% 55.4M -6.7M ↓10.72%
BGNE
BeiGene Ltd - ADR 678.1M 0.52% 3.7M -34.6K ↓0.93%
RIVN
Rivian Automotive Inc - Class A 659.7M 0.5% 49.6M -754.1K ↓1.50%
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
MCO
Moody`s Corp. 973.9M 0.72% 2.1M Sold Out
ADI
Analog Devices Inc. 777.8M 0.58% 3.4M Sold Out
ENPH
Enphase Energy Inc 716.9M 0.53% 6.3M Sold Out
AJG
Arthur J. Gallagher & Co. 669.9M 0.5% 2.4M Sold Out