Baillie Gifford Andrew Driver
Top positions activity
Value History
Quarterly report: Q1 2024
Total portfolio value: $128.6B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
NVDA
|
NVIDIA Corp | 9.3B 7.24% | 10.3M | -3.5M ↓25.20% | |
|
MELI
|
MercadoLibre Inc | 7.6B 5.92% | 5.0M | -346.5K ↓6.44% | |
|
AMZN
|
Amazon.com Inc. | 7.1B 5.49% | 39.2M | -1.5M ↓3.70% | |
|
SPOT
|
Spotify Technology S.A. | 5.7B 4.4% | 21.5M | -2.2M ↓9.28% | |
|
MRNA
|
Moderna Inc | 4.8B 3.7% | 44.7M | -998.7K ↓2.19% | |
|
SHOP
|
Shopify Inc - Class A | 4.7B 3.68% | 61.4M | -2.8M ↓4.33% | |
|
PDD
|
Pinduoduo Inc - ADR | 4.0B 3.14% | 34.8M | -3.2M ↓8.38% | |
|
TTD
|
Trade Desk Inc - Class A | 3.4B 2.61% | 38.5M | -2.5M ↓6.02% | |
|
TSLA
|
Tesla Inc | 3.1B 2.43% | 17.8M | -857.8K ↓4.59% | |
|
CPNG
|
Coupang Inc - Class A | 3.0B 2.33% | 168.6M | +23.1M ↑15.86% | |
|
FB
|
Meta Platforms Inc - Class A | 3.0B 2.3% | 6.1M | +748.1K ↑13.97% | |
|
NET
|
Cloudflare Inc - Class A | 2.9B 2.27% | 30.1M | -791.4K ↓2.56% | |
|
NFLX
|
NetFlix Inc | 2.8B 2.19% | 4.7M | -185.2K ↓3.83% | |
|
RACE
|
Ferrari N.V. | 2.7B 2.07% | 6.1M | -666.6K ↓9.83% | |
|
DXCM
|
Dexcom Inc | 2.2B 1.69% | 15.7M | -831.9K ↓5.04% | |
|
MSFT
|
Microsoft Corporation | 2.0B 1.58% | 4.9M | -286.6K ↓5.57% | |
|
NU
|
Nu Holdings Ltd Class A | 2.0B 1.57% | 169.5M | +54.7M ↑47.65% | |
|
SE
|
Sea Ltd - ADR | 1.8B 1.42% | 34.1M | -63.9K ↓0.19% | |
|
WDAY
|
Workday Inc - Class A | 1.8B 1.41% | 6.7M | -294.4K ↓4.22% | |
|
DASH
|
DoorDash Inc - Class A | 1.7B 1.32% | 12.4M | -372.4K ↓2.91% | |
|
TEAM
|
Atlassian Corporation Plc - Class A | 1.7B 1.29% | 8.5M | -303.6K ↓3.45% | |
|
AMD
|
Advanced Micro Devices Inc. | 1.6B 1.24% | 8.9M | -1.3M ↓12.74% | |
|
ISRG
|
Intuitive Surgical Inc | 1.5B 1.2% | 3.9M | -189.5K ↓4.66% | |
|
ANTM
|
Anthem Inc | 1.5B 1.17% | 2.9M | -173.0K ↓5.60% | |
|
MLM
|
Martin Marietta Materials, Inc. | 1.4B 1.08% | 2.3M | -360.6K ↓13.68% | |
|
RYAAY
|
Ryanair Holdings Plc - ADR | 1.3B 0.99% | 8.8M | -594.9K ↓6.34% | |
|
MCO
|
Moody`s Corp. | 1.3B 0.98% | 3.2M | -422.7K ↓11.62% | |
|
DDOG
|
Datadog Inc - Class A | 1.2B 0.92% | 9.6M | -296.6K ↓2.99% | |
|
RBLX
|
Roblox Corporation - Class A | 1.1B 0.84% | 28.6M | +867.8K ↑3.13% | |
|
MA
|
Mastercard Incorporated - Class A | 1.1B 0.81% | 2.2M | -132.9K ↓5.74% | |
|
WIX
|
Wix.com Ltd | 1.0B 0.8% | 7.5M | -240.4K ↓3.09% | |
|
ESTC
|
Elastic N.V | 1.0B 0.79% | 10.2M | +2.4M ↑30.81% | |
|
ALNY
|
Alnylam Pharmaceuticals Inc | 989.9M 0.76% | 6.6M | -343.5K ↓4.93% | |
|
SCI
|
Service Corp. International | 983.6M 0.76% | 13.3M | -796.5K ↓5.67% | |
|
CSGP
|
Costar Group, Inc. | 893.9M 0.69% | 9.3M | -270.3K ↓2.84% | |
|
IOT
|
Samsara Inc - Class A | 877.7M 0.68% | 23.2M | +827.8K ↑3.70% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 865.5M 0.67% | 6.4M | -440.5K ↓6.48% | |
|
GOOG
|
Alphabet Inc - Class C | 848.8M 0.66% | 5.6M | -1.6M ↓21.85% | |
|
ILMN
|
Illumina Inc | 787.7M 0.61% | 5.7M | +460.6K ↑8.73% | |
|
DUOL
|
Duolingo Inc - Class A | 780.3M 0.6% | 3.5M | -56.0K ↓1.56% | |
|
BNTX
|
BioNTech SE - ADR | 771.1M 0.59% | 8.4M | -330.2K ↓3.80% | |
|
ADI
|
Analog Devices Inc. | 709.1M 0.55% | 3.6M | -209.3K ↓5.52% | |
|
AFRM
|
Affirm Holdings Inc - Class A | 698.0M 0.54% | 18.7M | +749.4K ↑4.17% |
Sold Out Positions
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