Baillie Gifford Andrew Driver
Top positions activity
Value History
Quarterly report: Q3 2023
Total portfolio value: $109.6T
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
MELI
|
MercadoLibre Inc | 7.6T 6.97% | 6.0M | -358.1K ↓5.60% | |
|
NVDA
|
NVIDIA Corp | 6.0T 5.46% | 13.8M | -1.8M ↓11.55% | |
|
TSLA
|
Tesla Inc | 5.6T 5.09% | 22.3M | -890.3K ↓3.84% | |
|
AMZN
|
Amazon.com Inc. | 5.3T 4.79% | 41.3M | +463.7K ↑1.13% | |
|
MRNA
|
Moderna Inc | 4.7T 4.3% | 45.6M | -61.9K ↓0.14% | |
|
SPOT
|
Spotify Technology S.A. | 3.8T 3.5% | 24.8M | -354.9K ↓1.41% | |
|
PDD
|
Pinduoduo Inc - ADR | 3.5T 3.19% | 35.7M | +4.5M ↑14.44% | |
|
TTD
|
Trade Desk Inc - Class A | 3.5T 3.18% | 44.7M | -796.4K ↓1.75% | |
|
SHOP
|
Shopify Inc - Class A | 3.4T 3.12% | 62.7M | -2.8M ↓4.28% | |
|
RACE
|
Ferrari N.V. | 2.1T 1.94% | 7.2M | -27.5K ↓0.38% | |
|
CPNG
|
Coupang Inc - Class A | 2.0T 1.85% | 119.7M | +8.6M ↑7.72% | |
|
NFLX
|
NetFlix Inc | 2.0T 1.83% | 5.3M | -343.3K ↓6.06% | |
|
NET
|
Cloudflare Inc - Class A | 2.0T 1.78% | 31.1M | -447.4K ↓1.42% | |
|
MSFT
|
Microsoft Corporation | 1.7T 1.55% | 5.4M | -143.2K ↓2.59% | |
|
DXCM
|
Dexcom Inc | 1.6T 1.42% | 16.7M | -40.8K ↓0.24% | |
|
WDAY
|
Workday Inc - Class A | 1.5T 1.38% | 7.1M | -92.1K ↓1.28% | |
|
TEAM
|
Atlassian Corporation Plc - Class A | 1.5T 1.34% | 7.3M | -70.0K ↓0.95% | |
|
ALNY
|
Alnylam Pharmaceuticals Inc | 1.4T 1.31% | 8.2M | -229.1K ↓2.73% | |
|
ILMN
|
Illumina Inc | 1.4T 1.31% | 10.5M | -3.5M ↓25.07% | |
|
ANTM
|
Anthem Inc | 1.3T 1.21% | 3.1M | -74.3K ↓2.37% | |
|
FB
|
Meta Platforms Inc - Class A | 1.3T 1.17% | 4.3M | +452.8K ↑11.84% | |
|
MCO
|
Moody`s Corp. | 1.2T 1.09% | 3.8M | -141.5K ↓3.60% | |
|
ISRG
|
Intuitive Surgical Inc | 1.2T 1.09% | 4.1M | -26.4K ↓0.64% | |
|
SE
|
Sea Ltd - ADR | 1.1T 1.04% | 26.1M | +4.3M ↑19.92% | |
|
MLM
|
Martin Marietta Materials, Inc. | 1.1T 1.03% | 2.8M | -60.0K ↓2.13% | |
|
AMD
|
Advanced Micro Devices Inc. | 1.1T 0.96% | 10.3M | -60.0K ↓0.58% | |
|
NIO
|
NIO Inc - ADR | 1.0T 0.94% | 114.9M | -4.6M ↓3.81% | |
|
GOOG
|
Alphabet Inc - Class C | 1.0T 0.91% | 7.6M | -239.8K ↓3.05% | |
|
MA
|
Mastercard Incorporated - Class A | 954.1B 0.87% | 2.4M | -49.0K ↓1.99% | |
|
DASH
|
DoorDash Inc - Class A | 953.9B 0.87% | 12.0M | -251.9K ↓2.06% | |
|
BNTX
|
BioNTech SE - ADR | 934.6B 0.85% | 8.6M | +1.2M ↑15.47% | |
|
DDOG
|
Datadog Inc - Class A | 924.6B 0.84% | 10.2M | -240.9K ↓2.32% | |
|
CSGP
|
Costar Group, Inc. | 894.9B 0.81% | 11.6M | -295.4K ↓2.48% | |
|
NU
|
Nu Holdings Ltd Class A | 856.5B 0.78% | 118.1M | -1.6M ↓1.37% | |
|
SCI
|
Service Corp. International | 835.4B 0.76% | 14.6M | -335.8K ↓2.25% | |
|
RBLX
|
Roblox Corporation - Class A | 815.1B 0.74% | 28.1M | -403.4K ↓1.41% | |
|
RYAAY
|
Ryanair Holdings Plc - ADR | 796.3B 0.72% | 8.2M | -70.8K ↓0.86% | |
|
DUOL
|
Duolingo Inc - Class A | 744.5B 0.67% | 4.5M | +213.6K ↑5.00% | |
|
PBR
|
Petroleo Brasileiro S.A. Petrobras - ADR | 741.2B 0.67% | 49.4M | -5.9M ↓10.65% | |
|
WIX
|
Wix.com Ltd | 725.9B 0.66% | 7.9M | -36.4K ↓0.46% | |
|
WSO
|
Watsco Inc. - Class A | 710.5B 0.64% | 1.9M | -56.5K ↓2.92% | |
|
BGNE
|
BeiGene Ltd - ADR | 696.4B 0.63% | 3.9M | +588.3K ↑17.92% | |
|
SNOW
|
Snowflake Inc - Class A | 669.9B 0.61% | 4.4M | -58.4K ↓1.31% | |
|
AJG
|
Arthur J. Gallagher & Co. | 644.3B 0.58% | 2.8M | -114.8K ↓3.90% | |
|
ESTC
|
Elastic N.V | 613.6B 0.55% | 7.6M | -29.8K ↓0.39% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 595.3B 0.54% | 6.8M | -109.4K ↓1.57% | |
|
ADI
|
Analog Devices Inc. | 594.7B 0.54% | 3.4M | -86.8K ↓2.49% | |
|
IOT
|
Samsara Inc - Class A | 569.4B 0.51% | 22.6M | +1.2M ↑5.45% | |
|
HDB
|
HDFC Bank Ltd. - ADR | 564.2B 0.51% | 9.6M | +6.2M ↑183.78% |
Sold Out Positions
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES |
|---|---|---|---|---|
|
|
|
|
|
|