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
CHWY
Chewy Inc - Class A 634.3B 0.53% 16.1M Sold Out