Baillie Gifford Andrew Driver
Top positions activity
Value History
Quarterly report: Q3 2025
Total portfolio value: $135.0B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
NVDA
|
NVIDIA Corp | 8.7B 6.43% | 46.5M | -2.5M ↓5.12% | |
|
MELI
|
MercadoLibre Inc | 7.8B 5.74% | 3.3M | -188.2K ↓5.37% | |
|
SE
|
Sea Ltd - ADR | 7.2B 5.3% | 40.1M | -1.5M ↓3.68% | |
|
AMZN
|
Amazon.com Inc. | 7.0B 5.14% | 31.7M | -1.6M ↓4.91% | |
|
SPOT
|
Spotify Technology S.A. | 6.1B 4.49% | 8.7M | -933.6K ↓9.70% | |
|
SHOP
|
Shopify Inc - Class A | 5.3B 3.9% | 35.4M | -2.3M ↓6.10% | |
|
CPNG
|
Coupang Inc - Class A | 4.8B 3.58% | 150.4M | -10.5M ↓6.54% | |
|
NET
|
Cloudflare Inc - Class A | 4.7B 3.47% | 21.8M | -3.7M ↓14.40% | |
|
AP+
|
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) | 4.5B 3.32% | 6.2M | -154.3K ↓2.41% | |
|
NFLX
|
NetFlix Inc | 4.4B 3.24% | 3.6M | -254.5K ↓6.52% | |
|
PDD
|
Pinduoduo Inc - ADR | 4.2B 3.11% | 31.8M | -2.6M ↓7.49% | |
|
NU
|
Nu Holdings Ltd Class A | 4.0B 2.98% | 251.5M | -9.5M ↓3.65% | |
|
FB
|
Meta Platforms Inc - Class A | 3.9B 2.87% | 5.3M | -163.0K ↓2.99% | |
|
RBLX
|
Roblox Corporation - Class A | 3.2B 2.39% | 23.3M | -3.1M ↓11.68% | |
|
MSFT
|
Microsoft Corporation | 3.0B 2.24% | 5.9M | -168.4K ↓2.79% | |
|
DASH
|
DoorDash Inc - Class A | 2.2B 1.66% | 8.3M | -720.1K ↓8.01% | |
|
RACE
|
Ferrari N.V. | 1.9B 1.41% | 3.9M | -314.3K ↓7.38% | |
|
DDOG
|
Datadog Inc - Class A | 1.6B 1.2% | 11.4M | -544.0K ↓4.55% | |
|
IOT
|
Samsara Inc - Class A | 1.5B 1.14% | 41.5M | -2.4M ↓5.56% | |
|
TTD
|
Trade Desk Inc - Class A | 1.4B 1.05% | 29.1M | -1.6M ↓5.17% | |
|
TEAM
|
Atlassian Corporation Plc - Class A | 1.3B 0.96% | 8.1M | -412.0K ↓4.83% | |
|
ALNY
|
Alnylam Pharmaceuticals Inc | 1.3B 0.94% | 2.8M | -242.5K ↓8.00% | |
|
ISRG
|
Intuitive Surgical Inc | 1.2B 0.86% | 2.6M | -512.1K ↓16.44% | |
|
DXCM
|
Dexcom Inc | 1.1B 0.79% | 15.9M | -823.0K ↓4.93% | |
|
ELF
|
e.l.f. Beauty Inc | 973.7M 0.72% | 7.3M | -421.1K ↓5.42% | |
|
DUOL
|
Duolingo Inc - Class A | 910.1M 0.67% | 2.8M | +628.9K ↑28.60% | |
|
MA
|
Mastercard Incorporated - Class A | 887.2M 0.65% | 1.6M | -31.3K ↓1.97% | |
|
SQ
|
Block Inc - Class A | 842.3M 0.62% | 11.7M | -357.3K ↓2.97% | |
|
JOBY
|
Joby Aviation Inc - Class A | 813.8M 0.6% | 50.4M | -2.4M ↓4.55% | |
|
RYAAY
|
Ryanair Holdings Plc - ADR | 812.1M 0.6% | 13.5M | -2.3M ↓14.76% | |
|
SCI
|
Service Corp. International | 806.3M 0.59% | 9.7M | -310.8K ↓3.11% | |
|
BNTX
|
BioNTech SE - ADR | 777.1M 0.57% | 7.9M | -159.5K ↓1.98% | |
|
MLM
|
Martin Marietta Materials, Inc. | 753.7M 0.55% | 1.2M | -35.1K ↓2.86% | |
|
TSLA
|
Tesla Inc | 737.1M 0.54% | 1.7M | -42.6K ↓2.51% | |
|
GOOG
|
Alphabet Inc - Class C | 708.0M 0.52% | 2.9M | -62.9K ↓2.12% | |
|
ANTM
|
Anthem Inc | 700.2M 0.51% | 2.2M | -70.1K ↓3.13% | |
|
CSGP
|
Costar Group, Inc. | 695.3M 0.51% | 8.2M | -298.7K ↓3.50% |
Sold Out Positions
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