Baillie Gifford Andrew Driver
Top positions activity
Value History
Quarterly report: Q2 2026
Total portfolio value: $110.2B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
SPCX
|
Collaborative Investment Series Trust - The SPAC and New Issue ETF | 8.8B 7.96% | 51.4M | +51.4M Newly Added | |
|
NVDA
|
NVIDIA Corp | 8.4B 7.6% | 41.9M | +1.1M ↑2.80% | |
|
AMZN
|
Amazon.com Inc. | 6.4B 5.82% | 26.9M | -1.2M ↓4.18% | |
|
MELI
|
MercadoLibre Inc | 5.2B 4.68% | 3.0M | -192.8K ↓5.96% | |
|
SE
|
Sea Ltd - ADR | 3.7B 3.33% | 38.4M | -1.2M ↓3.14% | |
|
SPOT
|
Spotify Technology S.A. | 3.6B 3.3% | 7.9M | -289.8K ↓3.53% | |
|
NET
|
Cloudflare Inc - Class A | 3.6B 3.24% | 14.6M | -1.3M ↓8.33% | |
|
AP+
|
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) | 3.3B 3.02% | 6.5M | -228.5K ↓3.41% | |
|
SHOP
|
Shopify Inc - Class A | 3.2B 2.94% | 28.4M | -618.2K ↓2.13% | |
|
NU
|
Nu Holdings Ltd Class A | 3.1B 2.78% | 229.9M | -16.6M ↓6.75% | |
|
PDD
|
Pinduoduo Inc - ADR | 2.0B 1.84% | 26.6M | -1.8M ↓6.20% | |
|
IOT
|
Samsara Inc - Class A | 1.8B 1.65% | 56.4M | -1.2M ↓2.03% | |
|
FB
|
Meta Platforms Inc - Class A | 1.8B 1.63% | 3.2M | -897.3K ↓21.89% | |
|
AXON
|
Axon Enterprise Inc | 1.7B 1.55% | 3.1M | +599.8K ↑24.38% | |
|
CPNG
|
Coupang Inc - Class A | 1.4B 1.24% | 78.7M | -41.9M ↓34.74% | |
|
RACE
|
Ferrari N.V. | 1.3B 1.2% | 3.6M | -304.9K ↓7.87% | |
|
MRNA
|
Moderna Inc | 1.3B 1.15% | 18.2M | -1.8M ↓8.90% | |
|
DASH
|
DoorDash Inc - Class A | 1.3B 1.13% | 6.8M | -433.1K ↓5.98% | |
|
NFLX
|
NetFlix Inc | 1.2B 1.04% | 16.2M | -5.6M ↓25.83% | |
|
RBLX
|
Roblox Corporation - Class A | 1.1B 1.04% | 21.1M | -298.1K ↓1.39% | |
|
GOOG
|
Alphabet Inc - Class C | 1.1B 0.98% | 3.1M | -411.4K ↓11.76% | |
|
RKLB
|
Rocket Lab USA Inc | 1.1B 0.95% | 10.4M | -8.0M ↓43.65% | |
|
MSFT
|
Microsoft Corporation | 1.0B 0.91% | 2.7M | -1.2M ↓30.02% | |
|
BAP
|
Credicorp Ltd | 1.0B 0.91% | 2.6M | -143.7K ↓5.27% | |
|
ISRG
|
Intuitive Surgical Inc | 1.0B 0.91% | 2.5M | -43.1K ↓1.68% | |
|
GOOGL
|
Alphabet Inc - Class A | 1.0B 0.91% | 2.8M | +861.5K ↑44.25% | |
|
DXCM
|
Dexcom Inc | 996.9M 0.9% | 14.8M | -797.9K ↓5.12% | |
|
MA
|
Mastercard Incorporated - Class A | 886.9M 0.8% | 1.7M | +360.7K ↑26.40% | |
|
ENSG
|
Ensign Group Inc | 806.2M 0.73% | 5.0M | +203.1K ↑4.21% | |
|
PBR
|
Petroleo Brasileiro S.A. Petrobras - ADR | 785.7M 0.71% | 48.6M | +4.2M ↑9.41% | |
|
MMYT
|
MakeMyTrip Ltd | 781.8M 0.7% | 14.7M | -342.9K ↓2.28% | |
|
RIVN
|
Rivian Automotive Inc - Class A | 749.7M 0.68% | 43.2M | -611.2K ↓1.39% | |
|
RY
|
Royal Bank Of Canada | 740.2M 0.67% | 3.6M | +3.6M ↑3803765.96% | |
|
ALNY
|
Alnylam Pharmaceuticals Inc | 734.5M 0.66% | 2.4M | -54.0K ↓2.16% | |
|
SNOW
|
Snowflake Inc - Class A | 657.7M 0.59% | 2.6M | -92.1K ↓3.44% | |
|
MLM
|
Martin Marietta Materials, Inc. | 572.0M 0.51% | 991.8K | -95.6K ↓8.79% | |
|
RPRX
|
Royalty Pharma plc - Class A | 561.6M 0.5% | 10.0M | -6.1M ↓38.01% | |
|
DUOL
|
Duolingo Inc - Class A | 554.9M 0.5% | 4.8M | -51.5K ↓1.06% |
Sold Out Positions
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