Baillie Gifford Andrew Driver
Top positions activity
Value History
Quarterly report: Q1 2026
Total portfolio value: $97.9B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
NVDA
|
NVIDIA Corp | 7.1B 7.25% | 40.7M | -3.1M ↓7.11% | |
|
AMZN
|
Amazon.com Inc. | 5.9B 5.97% | 28.1M | -1.3M ↓4.41% | |
|
MELI
|
MercadoLibre Inc | 5.6B 5.71% | 3.2M | -248.3K ↓7.13% | |
|
SPOT
|
Spotify Technology S.A. | 4.0B 4.07% | 8.2M | -112.9K ↓1.36% | |
|
NU
|
Nu Holdings Ltd Class A | 3.5B 3.61% | 246.6M | -10.7M ↓4.16% | |
|
SHOP
|
Shopify Inc - Class A | 3.4B 3.51% | 29.0M | -2.2M ↓7.00% | |
|
NET
|
Cloudflare Inc - Class A | 3.3B 3.35% | 15.9M | -899.5K ↓5.35% | |
|
SE
|
Sea Ltd - ADR | 3.3B 3.35% | 39.7M | +895.3K ↑2.31% | |
|
PDD
|
Pinduoduo Inc - ADR | 2.9B 2.95% | 28.4M | -2.7M ↓8.63% | |
|
AP+
|
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) | 2.7B 2.72% | 6.7M | +533.8K ↑8.66% | |
|
FB
|
Meta Platforms Inc - Class A | 2.3B 2.39% | 4.1M | -300.4K ↓6.83% | |
|
CPNG
|
Coupang Inc - Class A | 2.3B 2.32% | 120.7M | -25.5M ↓17.43% | |
|
NFLX
|
NetFlix Inc | 2.1B 2.14% | 21.8M | -15.1M ↓40.97% | |
|
IOT
|
Samsara Inc - Class A | 1.8B 1.86% | 57.5M | +9.9M ↑20.69% | |
|
MSFT
|
Microsoft Corporation | 1.4B 1.46% | 3.9M | -1.7M ↓30.06% | |
|
RACE
|
Ferrari N.V. | 1.3B 1.31% | 3.9M | -14.4K ↓0.37% | |
|
RBLX
|
Roblox Corporation - Class A | 1.2B 1.23% | 21.4M | -120.5K ↓0.56% | |
|
ISRG
|
Intuitive Surgical Inc | 1.2B 1.2% | 2.6M | +16.2K ↑0.64% | |
|
RKLB
|
Rocket Lab USA Inc | 1.2B 1.2% | 18.4M | +576.6K ↑3.23% | |
|
DASH
|
DoorDash Inc - Class A | 1.1B 1.11% | 7.2M | -728.2K ↓9.14% | |
|
AXON
|
Axon Enterprise Inc | 1.0B 1.06% | 2.5M | +817.1K ↑49.75% | |
|
MRNA
|
Moderna Inc | 1.0B 1.03% | 20.0M | -594.6K ↓2.89% | |
|
GOOG
|
Alphabet Inc - Class C | 1.0B 1.02% | 3.5M | -251.7K ↓6.71% | |
|
DXCM
|
Dexcom Inc | 979.7M 1% | 15.6M | +46.9K ↑0.30% | |
|
ENSG
|
Ensign Group Inc | 972.5M 0.99% | 4.8M | +256.9K ↑5.62% | |
|
BAP
|
Credicorp Ltd | 925.8M 0.94% | 2.7M | +1.3M ↑90.49% | |
|
PBR
|
Petroleo Brasileiro S.A. Petrobras - ADR | 922.1M 0.94% | 44.4M | +14.9M ↑50.52% | |
|
ALNY
|
Alnylam Pharmaceuticals Inc | 825.1M 0.84% | 2.5M | -107.1K ↓4.12% | |
|
RPRX
|
Royalty Pharma plc - Class A | 775.0M 0.79% | 16.2M | -853.1K ↓5.02% | |
|
SCI
|
Service Corp. International | 710.0M 0.72% | 8.6M | -556.0K ↓6.07% | |
|
MA
|
Mastercard Incorporated - Class A | 682.6M 0.69% | 1.4M | -98.1K ↓6.70% | |
|
TEAM
|
Atlassian Corporation Plc - Class A | 680.0M 0.69% | 10.0M | +1.5M ↑18.17% | |
|
RIVN
|
Rivian Automotive Inc - Class A | 659.5M 0.67% | 43.8M | +40.1K ↑0.09% | |
|
MLM
|
Martin Marietta Materials, Inc. | 640.1M 0.65% | 1.1M | -72.0K ↓6.21% | |
|
GOOGL
|
Alphabet Inc - Class A | 559.9M 0.57% | 1.9M | +39.7K ↑2.08% | |
|
MMYT
|
MakeMyTrip Ltd | 559.8M 0.57% | 15.0M | +9.9M ↑191.23% | |
|
CSGP
|
Costar Group, Inc. | 549.1M 0.56% | 13.6M | +677.7K ↑5.24% | |
|
RYAAY
|
Ryanair Holdings Plc - ADR | 533.2M 0.54% | 9.2M | -2.1M ↓18.68% | |
|
JOBY
|
Joby Aviation Inc - Class A | 515.6M 0.52% | 62.4M | +12.8M ↑25.92% |
Sold Out Positions
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