Baillie Gifford Andrew Driver
Top positions activity
Value History
Quarterly report: Q1 2025
Total portfolio value: $114.6B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
MELI
|
MercadoLibre Inc | 7.4B 6.44% | 3.8M | -511.9K ↓11.92% | |
|
AMZN
|
Amazon.com Inc. | 6.6B 5.78% | 34.8M | -1.2M ↓3.39% | |
|
SPOT
|
Spotify Technology S.A. | 6.0B 5.2% | 10.8M | -2.3M ↓17.62% | |
|
SHOP
|
Shopify Inc - Class A | 5.3B 4.65% | 55.9M | -3.9M ↓6.52% | |
|
SE
|
Sea Ltd - ADR | 5.2B 4.5% | 39.5M | -1.4M ↓3.49% | |
|
NVDA
|
NVIDIA Corp | 5.1B 4.43% | 46.9M | -6.0M ↓11.34% | |
|
PDD
|
Pinduoduo Inc - ADR | 4.7B 4.13% | 40.0M | +2.0M ↑5.22% | |
|
NFLX
|
NetFlix Inc | 3.8B 3.28% | 4.0M | -441.1K ↓9.86% | |
|
CPNG
|
Coupang Inc - Class A | 3.4B 2.97% | 155.3M | -5.8M ↓3.59% | |
|
FB
|
Meta Platforms Inc - Class A | 3.4B 2.95% | 5.9M | -9.4K ↓0.16% | |
|
NET
|
Cloudflare Inc - Class A | 3.1B 2.69% | 27.4M | -4.5M ↓13.98% | |
|
NU
|
Nu Holdings Ltd Class A | 2.7B 2.36% | 265.2M | +40.2M ↑17.86% | |
|
MSFT
|
Microsoft Corporation | 2.6B 2.3% | 7.0M | -349.9K ↓4.75% | |
|
DASH
|
DoorDash Inc - Class A | 2.2B 1.9% | 12.0M | -1.3M ↓9.48% | |
|
RACE
|
Ferrari N.V. | 2.0B 1.7% | 4.6M | -900.5K ↓16.30% | |
|
TEAM
|
Atlassian Corporation Plc - Class A | 1.8B 1.61% | 8.7M | +573.7K ↑7.06% | |
|
TTD
|
Trade Desk Inc - Class A | 1.7B 1.5% | 31.4M | -3.8M ↓10.70% | |
|
RBLX
|
Roblox Corporation - Class A | 1.6B 1.39% | 27.5M | -553.2K ↓1.97% | |
|
ISRG
|
Intuitive Surgical Inc | 1.6B 1.37% | 3.2M | -608.4K ↓16.08% | |
|
AP+
|
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) | 1.4B 1.21% | 5.3M | +1.2M ↑29.03% | |
|
IOT
|
Samsara Inc - Class A | 1.4B 1.18% | 35.3M | +2.3M ↑7.13% | |
|
WDAY
|
Workday Inc - Class A | 1.3B 1.14% | 5.6M | -709.5K ↓11.20% | |
|
DDOG
|
Datadog Inc - Class A | 1.2B 1.06% | 12.3M | +1.4M ↑12.56% | |
|
ANTM
|
Anthem Inc | 1.0B 0.87% | 2.3M | -184.3K ↓7.41% | |
|
BGNE
|
BeiGene Ltd - ADR | 988.2M 0.86% | 3.6M | -40.5K ↓1.10% | |
|
ALNY
|
Alnylam Pharmaceuticals Inc | 987.6M 0.86% | 3.7M | -382.7K ↓9.47% | |
|
DXCM
|
Dexcom Inc | 968.3M 0.84% | 14.2M | -433.0K ↓2.96% | |
|
MA
|
Mastercard Incorporated - Class A | 894.3M 0.78% | 1.6M | -166.3K ↓9.25% | |
|
SCI
|
Service Corp. International | 820.9M 0.71% | 10.2M | -785.6K ↓7.13% | |
|
RYAAY
|
Ryanair Holdings Plc - ADR | 807.1M 0.7% | 19.0M | -2.7M ↓12.43% | |
|
DUOL
|
Duolingo Inc - Class A | 769.4M 0.67% | 2.5M | -262.4K ↓9.57% | |
|
BNTX
|
BioNTech SE - ADR | 743.0M 0.64% | 8.2M | -60.9K ↓0.74% | |
|
PBR
|
Petroleo Brasileiro S.A. Petrobras - ADR | 742.1M 0.64% | 51.7M | -3.7M ↓6.63% | |
|
MRNA
|
Moderna Inc | 707.3M 0.61% | 24.9M | -13.9M ↓35.85% | |
|
ESTC
|
Elastic N.V | 698.9M 0.6% | 7.8M | -1.0M ↓11.61% | |
|
ENPH
|
Enphase Energy Inc | 685.8M 0.59% | 11.1M | +2.7M ↑32.02% | |
|
SQ
|
Block Inc - Class A | 682.0M 0.59% | 12.6M | +1.4M ↑12.40% | |
|
CSGP
|
Costar Group, Inc. | 668.4M 0.58% | 8.4M | +524.6K ↑6.63% | |
|
RIVN
|
Rivian Automotive Inc - Class A | 604.4M 0.52% | 48.5M | -1.1M ↓2.14% | |
|
MLM
|
Martin Marietta Materials, Inc. | 600.1M 0.52% | 1.3M | -656.2K ↓34.33% | |
|
PODD
|
Insulet Corporation | 591.1M 0.51% | 2.3M | -104.9K ↓4.45% | |
|
AZO
|
Autozone Inc. | 578.1M 0.5% | 151.6K | -11.5K ↓7.04% |
Sold Out Positions
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES |
|---|---|---|---|---|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|