BAILLIE GIFFORD & CO
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Axon Enterprise Inc | 126,479 | 1,642,578 | +1,516,099 | 90,766,389 | 932,869,323 | +842,102,934 |
| Rocket Lab Corp | 0 | 17,851,446 | +17,851,446 | 0 | 1,245,316,873 | +1,245,316,873 |
| Alphabet Inc Class C | 2,906,948 | 3,750,936 | +843,988 | 707,987,186 | 1,177,043,716 | +469,056,530 |
| Medline Inc | 0 | 10,410,371 | +10,410,371 | 0 | 437,235,582 | +437,235,582 |
| Alphabet Inc Class A | 715,205 | 1,907,296 | +1,192,091 | 173,866,336 | 596,983,648 | +423,117,312 |
| The Ensign Group | 0 | 4,569,254 | +4,569,254 | 0 | 795,964,047 | +795,964,047 |
| QXO | 0 | 14,735,164 | +14,735,164 | 0 | 284,241,313 | +284,241,313 |
| Intuitive Surgical | 0 | 2,551,357 | +2,551,357 | 0 | 1,444,986,551 | +1,444,986,551 |
| Nu Holdings Ltd. | 0 | 257,256,952 | +257,256,952 | 0 | 4,306,481,377 | +4,306,481,377 |
| Thermo Fisher Scientific | 0 | 770,868 | +770,868 | 0 | 446,679,462 | +446,679,462 |
| Rivian Automotive Inc | 0 | 43,781,355 | +43,781,355 | 0 | 862,930,506 | +862,930,506 |
| Guardant Health | 0 | 4,890,026 | +4,890,026 | 0 | 499,467,256 | +499,467,256 |
| CoStar Group | 8,241,642 | 12,933,185 | +4,691,543 | 695,347,335 | 869,627,359 | +174,280,024 |
| United Therapeutics | 0 | 323,016 | +323,016 | 0 | 157,389,546 | +157,389,546 |
| Samsara | 0 | 47,660,513 | +47,660,513 | 0 | 1,689,565,185 | +1,689,565,185 |
| MongoDB Inc | 0 | 267,331 | +267,331 | 0 | 112,196,147 | +112,196,147 |
| Dollar General Corp | 3,247,432 | 3,316,155 | +68,723 | 335,622,096 | 440,285,899 | +104,663,803 |
| BillionToOne Inc | 0 | 1,268,163 | +1,268,163 | 0 | 103,786,460 | +103,786,460 |
| MSCI | 0 | 846,844 | +846,844 | 0 | 485,859,808 | +485,859,808 |
| YETI Holdings | 0 | 3,945,196 | +3,945,196 | 0 | 174,259,308 | +174,259,308 |
| Atlassian Corp Plc | 8,115,526 | 8,431,802 | +316,276 | 1,296,049,501 | 1,367,132,376 | +71,082,875 |
| Figma Inc | 0 | 5,763,613 | +5,763,613 | 0 | 215,386,217 | +215,386,217 |
| Symbotic | 0 | 12,441,000 | +12,441,000 | 0 | 740,239,499 | +740,239,499 |
| Illumina | 0 | 1,626,776 | +1,626,776 | 0 | 213,367,940 | +213,367,940 |
| Epam Systems Inc | 1,293,857 | 1,193,056 | -100,801 | 195,100,696 | 244,433,313 | +49,332,617 |
| SQM ADR | 0 | 6,233,717 | +6,233,717 | 0 | 428,879,730 | +428,879,730 |
| Lemonade Inc | 0 | 2,866,446 | +2,866,446 | 0 | 204,033,625 | +204,033,625 |
| FTAI Aviation | 0 | 2,286,363 | +2,286,363 | 0 | 450,070,557 | +450,070,557 |
| Royalty Pharma | 0 | 17,008,768 | +17,008,768 | 0 | 657,218,795 | +657,218,795 |
| Moderna Inc | 0 | 20,580,514 | +20,580,514 | 0 | 606,919,358 | +606,919,358 |
| Penumbra Inc | 0 | 876,325 | +876,325 | 0 | 272,458,205 | +272,458,205 |
| Alibaba Group Holding Sponsored ADR | 371,605 | 740,365 | +368,760 | 66,416,961 | 108,522,703 | +42,105,742 |
| Jack Henry & Associates | 0 | 496,603 | +496,603 | 0 | 90,620,115 | +90,620,115 |
| Accenture 'A' | 229,258 | 342,567 | +113,309 | 56,535,022 | 91,910,726 | +35,375,704 |
| Silvercorp Metals Inc | 0 | 4,221,271 | +4,221,271 | 0 | 35,247,613 | +35,247,613 |
| Denali Therapeutics | 11,591,585 | 12,310,889 | +719,304 | 168,309,813 | 203,252,777 | +34,942,964 |
| Upstart Holdings | 0 | 758,929 | +758,929 | 0 | 33,187,966 | +33,187,966 |
| Banco Bradesco Pn ADR | 27,974,111 | 38,275,506 | +10,301,395 | 94,552,495 | 127,457,436 | +32,904,941 |
| Remitly Global Inc | 0 | 11,658,558 | +11,658,558 | 0 | 160,888,101 | +160,888,101 |
| Wayfair Inc Class A | 0 | 4,002,104 | +4,002,104 | 0 | 401,851,262 | +401,851,262 |
| New York Times Co | 0 | 3,025,119 | +3,025,119 | 0 | 210,003,761 | +210,003,761 |
| Markel Corp | 0 | 188,437 | +188,437 | 0 | 405,073,598 | +405,073,598 |
| Coursera Inc | 7,406,775 | 14,590,942 | +7,184,167 | 86,733,334 | 107,389,333 | +20,655,999 |
| Albemarle Corp | 360,629 | 352,618 | -8,011 | 29,239,799 | 49,874,290 | +20,634,491 |
| Zoetis Inc | 0 | 150,845 | +150,845 | 0 | 18,979,318 | +18,979,318 |
| Impinj | 0 | 102,753 | +102,753 | 0 | 17,880,050 | +17,880,050 |
| TFI International | 0 | 1,029,871 | +1,029,871 | 0 | 106,589,658 | +106,589,658 |
| Salesforce.com | 0 | 1,062,815 | +1,062,815 | 0 | 281,550,321 | +281,550,321 |
| Revolution Medicines | 0 | 194,959 | +194,959 | 0 | 15,528,484 | +15,528,484 |
| Dutch Bros | 3,497,067 | 3,230,676 | -266,391 | 183,036,488 | 197,781,985 | +14,745,497 |
| Old Dominion Freight Line | 0 | 84,962 | +84,962 | 0 | 13,322,041 | +13,322,041 |
| Brown & Brown | 0 | 166,161 | +166,161 | 0 | 13,243,032 | +13,243,032 |
| SharkNinja | 0 | 1,988,633 | +1,988,633 | 0 | 222,528,032 | +222,528,032 |
| Tandem Diabetes Care | 0 | 1,145,516 | +1,145,516 | 0 | 25,178,442 | +25,178,442 |
| Analog Devices | 580,842 | 568,465 | -12,377 | 142,712,880 | 154,167,707 | +11,454,827 |
| Bentley Systems | 545 | 298,295 | +297,750 | 28,057 | 11,384,429 | +11,356,372 |
| Ehang Holdings Ltd ADR | 0 | 774,166 | +774,166 | 0 | 10,203,508 | +10,203,508 |
| Brunswick Corp | 1,809,902 | 1,678,211 | -131,691 | 114,458,201 | 124,590,384 | +10,132,183 |
| Vertex Pharmaceuticals Inc | 0 | 201,088 | +201,088 | 0 | 91,165,255 | +91,165,255 |
| Fabrinet | 0 | 464,564 | +464,564 | 0 | 211,506,698 | +211,506,698 |
| Kornit Digital | 0 | 1,565,079 | +1,565,079 | 0 | 22,505,836 | +22,505,836 |
| TransMedics Group | 0 | 316,473 | +316,473 | 0 | 38,498,941 | +38,498,941 |
| S&P Global Inc | 0 | 724,613 | +724,613 | 0 | 378,675,508 | +378,675,508 |
| JFrog Ltd | 0 | 871,028 | +871,028 | 0 | 54,404,409 | +54,404,409 |
| Stoke Therapeutics | 0 | 246,900 | +246,900 | 0 | 7,836,606 | +7,836,606 |
| Monster Beverage | 0 | 389,458 | +389,458 | 0 | 29,859,745 | +29,859,745 |
| Xometry Inc - A | 0 | 1,306,151 | +1,306,151 | 0 | 77,676,800 | +77,676,800 |
| Cisco Systems | 1,026,106 | 1,006,219 | -19,887 | 70,206,172 | 77,509,051 | +7,302,879 |
| Atour Lifestyle Hdgs ADR | 0 | 176,975 | +176,975 | 0 | 6,972,815 | +6,972,815 |
| Ryanair ADR | 0 | 11,343,819 | +11,343,819 | 0 | 818,910,294 | +818,910,294 |
| Medpace Holdings | 0 | 547,078 | +547,078 | 0 | 307,266,359 | +307,266,359 |
| On Semiconductor Corp | 0 | 4,725,516 | +4,725,516 | 0 | 255,886,691 | +255,886,691 |
| Progyny | 0 | 1,262,691 | +1,262,691 | 0 | 32,425,905 | +32,425,905 |
| Digital Realty Trust REIT | 6,474 | 40,541 | +34,067 | 1,119,225 | 6,272,099 | +5,152,874 |
| Twist Bioscience Corp | 0 | 1,276,195 | +1,276,195 | 0 | 40,480,906 | +40,480,906 |
| Healthpeak Properties Inc REIT | 0 | 367,256 | +367,256 | 0 | 5,905,477 | +5,905,477 |
| Beam Therapeutics | 297,803 | 416,224 | +118,421 | 7,227,678 | 11,537,729 | +4,310,051 |
| dLocal | 2,670,123 | 2,996,660 | +326,537 | 38,129,357 | 42,372,773 | +4,243,416 |
| Chime Financial Inc | 678,717 | 678,717 | 0 | 13,689,722 | 17,083,307 | +3,393,585 |
| Amplitude | 2,681,896 | 2,741,880 | +59,984 | 28,749,925 | 31,750,971 | +3,001,046 |
| Appian Corp | 993,974 | 941,106 | -52,868 | 30,385,786 | 33,333,975 | +2,948,189 |
| Eqt Corp | 275,623 | 334,040 | +58,417 | 15,002,160 | 17,904,544 | +2,902,384 |
| Kanzhun ADR | 0 | 9,955,584 | +9,955,584 | 0 | 202,894,802 | +202,894,802 |
| Copa Holdings S A | 2,765,296 | 2,747,078 | -18,218 | 328,572,471 | 331,325,077 | +2,752,606 |
| Albemarle 7.25 Conv Pref 2027 | 120,000 | 120,000 | 0 | 4,579,200 | 7,063,745 | +2,484,545 |
| Kratos Defense & Security | 0 | 282,562 | +282,562 | 0 | 21,449,282 | +21,449,282 |
| Coca Cola | 770,376 | 760,904 | -9,472 | 51,091,337 | 53,194,799 | +2,103,462 |
| Philip Morris Intl | 0 | 30,741 | +30,741 | 0 | 4,930,856 | +4,930,856 |
| Cable One Convertible 1.125 2028 | 7,373,000 | 9,435,000 | +2,062,000 | 6,314,750 | 7,732,738 | +1,417,988 |
| PROCEPT BioRobotics | 0 | 1,015,978 | +1,015,978 | 0 | 31,962,667 | +31,962,667 |
| BBB Foods | 194,851 | 194,851 | 0 | 5,253,183 | 6,506,074 | +1,252,891 |
| RxSight Inc | 0 | 693,146 | +693,146 | 0 | 7,222,581 | +7,222,581 |
| Centerpoint Energy, Inc. | 380,327 | 400,829 | +20,502 | 14,756,688 | 15,367,784 | +611,096 |
| AerCap Hdgs | 16,092 | 16,092 | 0 | 1,947,132 | 2,313,386 | +366,254 |
| Pepsico | 0 | 650,222 | +650,222 | 0 | 93,319,861 | +93,319,861 |
| Freshpet Inc | 0 | 23,601 | +23,601 | 0 | 1,438,009 | +1,438,009 |
| Medtronic | 0 | 475,074 | +475,074 | 0 | 45,635,609 | +45,635,609 |
| Edison International | 18,900 | 18,900 | 0 | 1,044,792 | 1,134,378 | +89,586 |
| Sony ADR | 0 | 1,551 | +1,551 | 0 | 39,706 | +39,706 |
| Planet Labs | 0 | 1,637 | +1,637 | 0 | 32,282 | +32,282 |