Baillie Gifford Andrew Driver
Top positions activity
Value History
Quarterly report: Q4 2025
Total portfolio value: $120.3B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
NVDA
|
NVIDIA Corp | 8.2B 6.79% | 43.9M | -2.7M ↓5.76% | |
|
MELI
|
MercadoLibre Inc | 7.0B 5.82% | 3.5M | +164.1K ↑4.95% | |
|
AMZN
|
Amazon.com Inc. | 6.8B 5.63% | 29.4M | -2.3M ↓7.18% | |
|
SHOP
|
Shopify Inc - Class A | 5.0B 4.17% | 31.2M | -4.2M ↓11.96% | |
|
SE
|
Sea Ltd - ADR | 4.9B 4.1% | 38.8M | -1.3M ↓3.32% | |
|
SPOT
|
Spotify Technology S.A. | 4.8B 4.02% | 8.3M | -364.2K ↓4.19% | |
|
NU
|
Nu Holdings Ltd Class A | 4.3B 3.57% | 257.3M | +5.8M ↑2.31% | |
|
AP+
|
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) | 4.2B 3.45% | 6.2M | -79.6K ↓1.27% | |
|
PDD
|
Pinduoduo Inc - ADR | 3.5B 2.92% | 31.0M | -766.7K ↓2.41% | |
|
NFLX
|
NetFlix Inc | 3.5B 2.87% | 36.9M | +33.3M ↑912.32% | |
|
CPNG
|
Coupang Inc - Class A | 3.4B 2.86% | 146.1M | -4.3M ↓2.83% | |
|
NET
|
Cloudflare Inc - Class A | 3.3B 2.75% | 16.8M | -5.0M ↓23.00% | |
|
FB
|
Meta Platforms Inc - Class A | 2.9B 2.41% | 4.4M | -891.0K ↓16.84% | |
|
MSFT
|
Microsoft Corporation | 2.7B 2.22% | 5.5M | -316.0K ↓5.39% | |
|
DASH
|
DoorDash Inc - Class A | 1.8B 1.49% | 8.0M | -298.7K ↓3.61% | |
|
RBLX
|
Roblox Corporation - Class A | 1.7B 1.45% | 21.5M | -1.8M ↓7.53% | |
|
IOT
|
Samsara Inc - Class A | 1.7B 1.4% | 47.7M | +6.2M ↑14.98% | |
|
RACE
|
Ferrari N.V. | 1.5B 1.2% | 3.9M | -51.8K ↓1.31% | |
|
ISRG
|
Intuitive Surgical Inc | 1.4B 1.2% | 2.6M | -51.2K ↓1.97% | |
|
TEAM
|
Atlassian Corporation Plc - Class A | 1.4B 1.13% | 8.4M | +316.3K ↑3.90% | |
|
RKLB
|
Rocket Lab USA Inc | 1.2B 1.03% | 17.9M | +5.7M ↑47.22% | |
|
GOOG
|
Alphabet Inc - Class C | 1.2B 0.97% | 3.8M | +844.0K ↑29.03% | |
|
ALNY
|
Alnylam Pharmaceuticals Inc | 1.0B 0.85% | 2.6M | -188.4K ↓6.75% | |
|
DXCM
|
Dexcom Inc | 1.0B 0.85% | 15.6M | -329.6K ↓2.08% | |
|
AXON
|
Axon Enterprise Inc | 932.9M 0.77% | 1.6M | +1.5M ↑1198.70% | |
|
CSGP
|
Costar Group, Inc. | 869.6M 0.72% | 12.9M | +4.7M ↑56.92% | |
|
RIVN
|
Rivian Automotive Inc - Class A | 862.9M 0.71% | 43.8M | -1.2M ↓2.57% | |
|
DUOL
|
Duolingo Inc - Class A | 853.2M 0.7% | 4.9M | +2.0M ↑71.91% | |
|
TTD
|
Trade Desk Inc - Class A | 846.7M 0.7% | 22.3M | -6.8M ↓23.39% | |
|
MA
|
Mastercard Incorporated - Class A | 835.9M 0.69% | 1.5M | -95.5K ↓6.12% | |
|
RYAAY
|
Ryanair Holdings Plc - ADR | 818.9M 0.68% | 11.3M | -2.1M ↓15.88% | |
|
ENSG
|
Ensign Group Inc | 796.0M 0.66% | 4.6M | +1.8M ↑62.11% | |
|
MLM
|
Martin Marietta Materials, Inc. | 721.9M 0.59% | 1.2M | -36.4K ↓3.05% | |
|
SCI
|
Service Corp. International | 714.3M 0.59% | 9.2M | -527.9K ↓5.45% | |
|
ANTM
|
Anthem Inc | 693.4M 0.57% | 2.0M | -189.0K ↓8.72% | |
|
RPRX
|
Royalty Pharma plc - Class A | 657.2M 0.54% | 17.0M | -363.7K ↓2.09% | |
|
JOBY
|
Joby Aviation Inc - Class A | 654.3M 0.54% | 49.6M | -850.2K ↓1.69% | |
|
SQ
|
Block Inc - Class A | 642.8M 0.53% | 9.9M | -1.8M ↓15.27% | |
|
MRNA
|
Moderna Inc | 606.9M 0.5% | 20.6M | -1.3M ↓5.80% | |
|
TSLA
|
Tesla Inc | 603.9M 0.5% | 1.3M | -314.7K ↓18.99% |
Sold Out Positions
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