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BAILLIE GIFFORD & COMPANY

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EDINBURGH X0 Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Baillie Gifford & Company is based out of Edinburgh. Baillie Gifford & Company is a registered investment advisory firm Their last reported 13F filing for Q4 2023 included $126,191,005,081 in managed 13F securities and a top 10 holdings concentration of 40.55%. Baillie Gifford & Company's largest holding is MercadoLibre Inc with shares held of 5,383,227. Whalewisdom has at least 99 13F filings, and 774 13G filings

2023-12-31

Top Buys (13F)

Name % Change
PDD PDD Holdings Inc. 1.21%
SHOP Shopify Inc 0.84%
ENPH Enphase Energy Inc 0.43%
SQ Block Inc. 0.36%
META Meta Platforms Inc 0.33%

2023-12-31

Top Sells (13F)

Name % Change
TSLA Tesla Inc 1.41%
TTD The Trade Desk Inc C 0.85%
ILMN Illumina Inc 0.73%
MELI MercadoLibre Inc 0.27%
ALNY Alnylam Pharmaceutic 0.26%

2023-12-31

13F Holdings Summary

Name $ Change
MELI MercadoLibre Inc 6.7%
NVDA NVIDIA Corp. 5.4%
AMZN Amazon.com Inc. 4.9%
PDD PDD Holdings Inc. 4.4%
SHOP Shopify Inc 3.96%

2023-12-31

13F Activity

Market Value $126b, Prior: $110b
New Purchases 14 stocks
Added To 69 stocks
Sold out of 15 stocks
Reduced holdings in 196 stocks
Top 10 Holdings % 40.55%
Turnover %[1] 10.07%
Turnover Alt %[2] 4.28%
Time Held Top 20 15.85 quarters
Time Held Top 10 16.8 quarters
Time Held All 20.02 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance