Baillie Gifford Andrew Driver
Top positions activity
Value History
Quarterly report: Q2 2024
Total portfolio value: $128.4B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
NVDA
|
NVIDIA Corp | 10.1B 7.89% | 82.1M | +71.8M ↑696.57% | |
|
MELI
|
MercadoLibre Inc | 8.0B 6.2% | 4.8M | -190.6K ↓3.78% | |
|
AMZN
|
Amazon.com Inc. | 7.4B 5.79% | 38.5M | -688.8K ↓1.76% | |
|
MRNA
|
Moderna Inc | 5.2B 4.01% | 43.4M | -1.2M ↓2.70% | |
|
SPOT
|
Spotify Technology S.A. | 5.1B 3.93% | 16.1M | -5.4M ↓24.97% | |
|
PDD
|
Pinduoduo Inc - ADR | 4.7B 3.63% | 35.1M | +348.1K ↑1.00% | |
|
SHOP
|
Shopify Inc - Class A | 3.6B 2.84% | 55.2M | -6.2M ↓10.02% | |
|
TTD
|
Trade Desk Inc - Class A | 3.6B 2.81% | 37.0M | -1.5M ↓3.95% | |
|
CPNG
|
Coupang Inc - Class A | 3.6B 2.79% | 171.4M | +2.7M ↑1.63% | |
|
NFLX
|
NetFlix Inc | 3.2B 2.5% | 4.8M | +106.8K ↑2.29% | |
|
FB
|
Meta Platforms Inc - Class A | 2.9B 2.28% | 5.8M | -289.4K ↓4.74% | |
|
TSLA
|
Tesla Inc | 2.8B 2.2% | 14.3M | -3.5M ↓19.86% | |
|
NET
|
Cloudflare Inc - Class A | 2.7B 2.11% | 32.7M | +2.6M ↑8.54% | |
|
RACE
|
Ferrari N.V. | 2.5B 1.91% | 6.0M | -94.8K ↓1.55% | |
|
SE
|
Sea Ltd - ADR | 2.4B 1.9% | 34.3M | +149.0K ↑0.44% | |
|
NU
|
Nu Holdings Ltd Class A | 2.4B 1.86% | 186.0M | +16.5M ↑9.74% | |
|
MSFT
|
Microsoft Corporation | 2.2B 1.68% | 4.8M | -31.1K ↓0.64% | |
|
DXCM
|
Dexcom Inc | 1.7B 1.35% | 15.3M | -362.5K ↓2.31% | |
|
ISRG
|
Intuitive Surgical Inc | 1.7B 1.32% | 3.8M | -54.1K ↓1.40% | |
|
ANTM
|
Anthem Inc | 1.6B 1.2% | 2.9M | -50.6K ↓1.74% | |
|
TEAM
|
Atlassian Corporation Plc - Class A | 1.5B 1.16% | 8.4M | -68.4K ↓0.80% | |
|
WDAY
|
Workday Inc - Class A | 1.5B 1.14% | 6.6M | -116.0K ↓1.74% | |
|
ALNY
|
Alnylam Pharmaceuticals Inc | 1.5B 1.14% | 6.0M | -590.9K ↓8.92% | |
|
AMD
|
Advanced Micro Devices Inc. | 1.4B 1.06% | 8.4M | -453.6K ↓5.12% | |
|
DASH
|
DoorDash Inc - Class A | 1.4B 1.05% | 12.5M | +94.2K ↑0.76% | |
|
DDOG
|
Datadog Inc - Class A | 1.2B 0.95% | 9.5M | -130.3K ↓1.35% | |
|
MLM
|
Martin Marietta Materials, Inc. | 1.2B 0.93% | 2.2M | -69.2K ↓3.04% | |
|
WIX
|
Wix.com Ltd | 1.1B 0.89% | 7.2M | -360.6K ↓4.78% | |
|
ESTC
|
Elastic N.V | 1.1B 0.86% | 9.8M | -370.3K ↓3.65% | |
|
RBLX
|
Roblox Corporation - Class A | 1.1B 0.84% | 29.1M | +535.4K ↑1.87% | |
|
MCO
|
Moody`s Corp. | 1.0B 0.79% | 2.4M | -795.0K ↓24.72% | |
|
GOOG
|
Alphabet Inc - Class C | 999.1M 0.77% | 5.4M | -127.5K ↓2.29% | |
|
RYAAY
|
Ryanair Holdings Plc - ADR | 994.5M 0.77% | 8.5M | -253.4K ↓2.88% | |
|
MA
|
Mastercard Incorporated - Class A | 939.9M 0.73% | 2.1M | -53.6K ↓2.46% | |
|
SCI
|
Service Corp. International | 924.6M 0.72% | 13.0M | -254.4K ↓1.92% | |
|
IOT
|
Samsara Inc - Class A | 924.5M 0.72% | 27.4M | +4.2M ↑18.12% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 912.1M 0.71% | 5.2M | -1.1M ↓17.51% | |
|
ADI
|
Analog Devices Inc. | 801.8M 0.62% | 3.5M | -72.1K ↓2.01% | |
|
ELF
|
e.l.f. Beauty Inc | 801.7M 0.62% | 3.8M | +3.8M Newly Added | |
|
HDB
|
HDFC Bank Ltd. - ADR | 741.9M 0.57% | 11.5M | +263.7K ↑2.34% | |
|
DUOL
|
Duolingo Inc - Class A | 712.8M 0.55% | 3.4M | -121.4K ↓3.43% | |
|
CSGP
|
Costar Group, Inc. | 671.1M 0.52% | 9.1M | -202.0K ↓2.18% | |
|
BNTX
|
BioNTech SE - ADR | 665.1M 0.51% | 8.3M | -82.6K ↓0.99% | |
|
WSO
|
Watsco Inc. - Class A | 657.7M 0.51% | 1.4M | -38.5K ↓2.64% | |
|
SQ
|
Block Inc - Class A | 650.4M 0.5% | 10.1M | +3.2M ↑45.71% | |
|
AJG
|
Arthur J. Gallagher & Co. | 645.5M 0.5% | 2.5M | -64.8K ↓2.54% |
Sold Out Positions
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