TNTradingNote AI
Back to daily briefing

Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

286 changes from Baillie Gifford, filed 2025-01-31 for period end 2024-12-31.

$130.1B portfolio value
StockActionChangeCurrentPortfolio Impact
58733R102
MercadoLibre
Reduced-$2.3B$7.3B1.78%
03831W108
AppLovin
Increased$1.3B$1.3B1.01%
82509L107
Shopify Inc
Increased$1.3B$6.4B0.98%
60770K107
Moderna Inc
Reduced-$1.2B$1.6B0.94%
722304102
PDD Holdings Inc
Reduced-$1.2B$3.7B0.90%
18915M107
Cloudflare Inc
Increased$803.5M$3.4B0.62%
23135106
Amazon.Com
Increased$741.7M$7.9B0.57%
22266T109
Coupang
Reduced-$661.7M$3.5B0.51%
64110L106
Netflix Inc
Increased$650.7M$4.0B0.50%
49468101
Atlassian Corp Plc
Increased$624.4M$2.0B0.48%
81141R100
Sea Ltd ADR
Increased$615.2M$4.3B0.47%
67066G104
NVIDIA
Reduced-$608.4M$7.1B0.47%
615369105
Moody's Corp
Reduced-$590.9M$382.9M0.45%
G6683N103
Nu Holdings Ltd.
Reduced-$537.1M$2.3B0.41%
36752103
Elevance Health Inc
Reduced-$522.6M$917.6M0.40%
23804L103
Datadog
Increased$474.3M$1.6B0.36%
26856L103
e.l.f. Beauty
Increased$427.1M$1.0B0.33%
02043Q107
Alnylam Pharmaceuticals
Reduced-$393.4M$950.7M0.30%
N3167Y103
Ferrari NV
Reduced-$391.2M$2.4B0.30%
7903107
Advanced Micro Devices Inc
Reduced-$381.8M$767.1M0.29%
771049103
Roblox
Increased$347.9M$1.6B0.27%
88160R101
Tesla Inc
Reduced-$314.4M$3.0B0.24%
40415F101
HDFC Bank ADR
Reduced-$291.6M$230.9M0.22%
852234103
Block Inc
Increased$262.2M$949.2M0.20%
26142V105
DraftKings Inc
New$246.8M$246.8M0.19%
363576109
AJ Gallagher & Co
Reduced-$207.5M$462.4M0.16%
25809K105
Doordash Inc
Increased$195.9M$2.2B0.15%
79589L106
Samsara
Reduced-$189.9M$1.4B0.15%
11271J107
Brookfield Corp
Increased$189.7M$211.2M0.15%
G65163100
Joby Aviation Inc
Increased$182.1M$447.4M0.14%
71654V408
Petrobras Common ADR
Reduced-$181.9M$712.8M0.14%
00790R104
Advanced Drainage Systems
Reduced-$169.0M$308.6M0.13%
00827B106
Affirm Holdings Inc Class A
Increased$165.6M$571.2M0.13%
N14506104
Elastic
Increased$156.8M$879.2M0.12%
07725L102
BeOne Medicines Ltd
Reduced-$153.9M$678.1M0.12%
573284106
Martin Marietta Materials
Reduced-$153.5M$987.2M0.12%
G29183103
Eaton
Reduced-$152.6M$264.8M0.12%
87241L109
TFI International Inc
New$148.6M$148.6M0.11%
L8681T102
Spotify Technology SA
Increased$148.4M$5.9B0.11%
592688105
Mettler-Toledo
Sold out-$145.5M$00.11%
53332102
AutoZone
Increased$143.2M$522.2M0.11%
29355A107
Enphase Energy Inc
Reduced-$141.9M$575.0M0.11%
24823R105
Denali Therapeutics
Reduced-$137.8M$251.0M0.11%
199908104
Comfort Systems USA
Reduced-$136.4M$256.7M0.10%
32654105
Analog Devices
Reduced-$131.7M$646.1M0.10%
252131107
Dexcom Inc
Increased$129.7M$1.1B0.10%
M98068105
Wix Com
Increased$124.1M$1.2B0.10%
91324P102
UnitedHealth
Reduced-$123.0M$383.7M0.09%
783513203
Ryanair ADR
Reduced-$115.8M$948.2M0.09%
882508104
Texas Instruments
Reduced-$112.8M$483.1M0.09%
88339J105
The Trade Desk
Reduced-$110.6M$4.1B0.09%
817565104
Service Corp.Intl.
Reduced-$109.2M$879.7M0.08%
22160N109
CoStar Group
Reduced-$97.4M$566.4M0.07%
26701L100
Dutch Bros
Increased$97.0M$321.5M0.07%
G7709Q104
Royalty Pharma
Reduced-$95.5M$360.6M0.07%
76954A103
Rivian Automotive Inc
Increased$94.7M$659.7M0.07%
883556102
Thermo Fisher Scientific
Reduced-$92.9M$280.3M0.07%
22266M104
Coursera Inc
Reduced-$91.9M$75.5M0.07%
833445109
Snowflake Inc
Increased$89.2M$417.8M0.07%
650111107
New York Times Co
Increased$89.0M$132.0M0.07%
75960P104
Remitly Global Inc
Increased$88.2M$211.8M0.07%
942622200
Watsco Inc
Reduced-$86.7M$520.4M0.07%
45784P101
Insulet
Increased$85.3M$615.0M0.07%
46120E602
Intuitive Surgical
Increased$83.9M$2.0B0.06%
98419M100
Xylem
Reduced-$78.6M$190.1M0.06%
339750101
Floor & Decor Holdings
Reduced-$77.8M$183.4M0.06%
78409V104
S&P Global Inc
Reduced-$77.8M$424.9M0.06%
30303M102
Meta Platforms Inc
Reduced-$76.5M$3.4B0.06%
60741F104
Mobileye Global Inc.
Increased$74.4M$288.6M0.06%
594918104
Microsoft
Increased$74.4M$3.1B0.06%
57636Q104
Mastercard Inc-Class A
Reduced-$71.2M$946.7M0.05%
640491106
Neogen Corp
Reduced-$70.4M$118.4M0.05%
452327109
Illumina
Reduced-$69.1M$403.3M0.05%
29362U104
Entegris Inc
Reduced-$68.4M$224.4M0.05%
82982L103
SiteOne Landscape Supply
Reduced-$68.4M$216.1M0.05%
48581R205
Kaspi.kz ADR
Reduced-$67.4M$425.4M0.05%
P31076105
Copa Holdings S A
Reduced-$66.6M$269.1M0.05%
117043109
Brunswick Corp
Reduced-$65.7M$132.7M0.05%
52567D107
Lemonade Inc
Increased$62.7M$124.1M0.05%
8073108
AeroVironment
Reduced-$62.7M$328.6M0.05%
87043Q108
Sweetgreen
Reduced-$60.9M$362.9M0.05%
G4124C109
Grab Holdings
Increased$59.4M$221.9M0.05%
70975L107
Penumbra Inc
Increased$58.4M$173.4M0.04%
72352L106
Pinterest
Reduced-$55.7M$258.6M0.04%
457730109
Inspire Medical Systems
Reduced-$55.6M$232.8M0.04%
344419106
Fomento Economico Mexicano Sab ADR
Reduced-$55.3M$369.8M0.04%
98585X104
YETI Holdings
Reduced-$53.7M$297.0M0.04%
09075V102
BioNTech ADR
Reduced-$50.0M$936.7M0.04%
833635105
SQM ADR
New$49.5M$49.5M0.04%
53566V106
Lineage Inc
Increased$47.1M$181.5M0.04%
V5633W109
MakeMyTrip
Increased$46.5M$413.6M0.04%
12653101
Albemarle Corp
Reduced-$44.1M$183.7M0.03%
12504L109
Cbre Group Inc
Reduced-$43.7M$509.3M0.03%
2.8176E+112
Edwards Lifesciences Corp
Increased$38.6M$52.3M0.03%
G8068L108
SharkNinja
Increased$38.1M$236.6M0.03%
83417M104
Solaredge Technologies Inc
Reduced-$37.9M$1.5M0.03%
278865100
Ecolab
Reduced-$37.2M$222.7M0.03%
80517M109
Savers Value Village
Increased$32.0M$37.8M0.02%
37833100
Apple
Increased$31.8M$205.6M0.02%
40131M109
Guardant Health
Increased$31.8M$166.5M0.02%
94419L101
Wayfair Inc Class A
Reduced-$31.7M$273.9M0.02%
26622P107
Doximity Inc
Increased$30.4M$263.9M0.02%
98423F109
Xometry Inc - A
New$30.3M$30.3M0.02%
52769106
Autodesk
Reduced-$30.2M$273.0M0.02%
12008R107
Builders Firstsource
Reduced-$29.4M$237.8M0.02%
98138H101
Workday Inc
Increased$27.5M$1.6B0.02%
G66721104
Norwegian Cruise Line Holdings
Increased$26.7M$205.8M0.02%
59460303
Banco Bradesco Pn ADR
Reduced-$26.5M$58.7M0.02%
852312305
Staar Surgical
Reduced-$26.2M$28.0M0.02%
799566104
Sana Biotechnology Inc
Reduced-$26.1M$16.7M0.02%
553368101
MP Materials
Reduced-$25.6M$23.1M0.02%
30063P105
Exact Sciences
Reduced-$25.5M$56.9M0.02%
704326107
Paychex
New$25.4M$25.4M0.02%
65339F101
NextEra Energy
Reduced-$25.4M$1.5M0.02%
35969L108
Full Truck Alliance Co Ltd ADR
Increased$23.9M$162.8M0.02%
151290889
Cemex ADR
Reduced-$21.9M$178.8M0.02%
02079K305
Alphabet Inc Class A
Increased$21.8M$157.7M0.02%
13646K108
Canadian Pacific Kansas City Ltd
Reduced-$21.7M$87.3M0.02%
88034P109
Tencent Music Entertainment ADR
Reduced-$21.4M$237.9M0.02%
98983V106
Zuora Inc Class A
Sold out-$21.2M$00.02%
29358P101
The Ensign Group
Reduced-$21.0M$130.8M0.02%
77543R102
Roku
Reduced-$20.4M$196.0M0.02%
89377M109
TransMedics Group
Reduced-$20.1M$16.8M0.02%
G29018101
dLocal
Increased$19.4M$29.4M0.01%
30223G102
Exscientia Ltd ADR
Sold out-$18.8M$00.01%
11285B108
Brookfield Renewable
New$18.3M$18.3M0.01%
74340W103
Prologis Inc REIT
Reduced-$18.1M$6.7M0.01%
92764N102
Vir Biotechnology Inc
Sold out-$17.8M$00.01%
465562106
Itau Unibanco Holding SA-ADR
Reduced-$17.5M$46.0M0.01%
875372203
Tandem Diabetes Care
Increased$17.4M$26.9M0.01%
H17182108
CRISPR Therapeutics AG
Sold out-$17.1M$00.01%
80810D103
Schrodinger
Reduced-$16.4M$20.3M0.01%
93403J106
Warby Parker Inc
Increased$16.1M$52.0M0.01%
M7S64H106
monday.com
Reduced-$16.0M$73.4M0.01%
54975P201
Lufax Holding Ltd
Reduced-$16.0M$35.1M0.01%
05464C101
Axon Enterprise Inc
Increased$15.2M$101.5M0.01%
48138M105
Jumia Technologies Ag ADR
Reduced-$14.9M$33.5M0.01%
911312106
United Parcel Service
Reduced-$14.6M$74.9M0.01%
874039100
TSMC ADR
Increased$14.3M$384.2M0.01%
26603R106
Duolingo Inc
Reduced-$14.3M$888.4M0.01%
570535104
Markel Corp
Reduced-$14.2M$392.2M0.01%
83089J108
SkyWater Technology
Increased$13.8M$23.0M0.01%
11284V105
Brookfield Renewable
Sold out-$13.7M$00.01%
03027X100
American Tower Corp REIT
Reduced-$13.5M$14.0M0.01%
87151X101
Symbotic
Reduced-$13.5M$329.7M0.01%
57060D108
MarketAxess Holdings
Reduced-$13.1M$68.5M0.01%
713448108
Pepsico
Reduced-$12.6M$107.8M0.01%
12572Q105
CME Group Inc
Increased$12.5M$92.2M0.01%
76169C100
Rexford Industrial Realty REIT
Reduced-$12.0M$357,4120.01%
71654V101
Petrobras Pref ADR
Reduced-$11.8M$82.5M0.01%
M2682V108
CyberArk Software Ltd
Increased$11.5M$41.1M0.01%
91688F104
Upwork Inc
Increased$11.4M$45.8M0.01%
03782L101
Appian Corp
Reduced-$11.2M$36.1M0.01%
16679L109
Chewy Inc
Increased$10.9M$554.7M0.01%
244199105
Deere & Co
Reduced-$10.6M$215.7M0.01%
898202106
Trupanion
Increased$10.5M$33.8M0.01%
00760J108
Aehr Test Systems
Increased$10.4M$33.7M0.01%
30040W108
Eversource Energy
Reduced-$10.4M$26.1M0.01%
9066101
Airbnb Inc
New$10.1M$10.1M0.01%
00653A107
Adaptimmune Therapeutics ADR
Reduced-$9.6M$6.4M0.01%
53815P108
Liveramp Holdings Inc
Increased$9.4M$43.0M0.01%
30111207
American Superconductor Corp
Reduced-$9.1M$40.6M0.01%
G6674U108
Novocure Ltd
Increased$8.7M$34.6M0.01%
7.434E+107
Progyny
Increased$8.3M$23.0M0.01%
191216100
Coca Cola
Reduced-$7.9M$53.1M0.01%
92939U106
WEC Energy Group
Reduced-$7.9M$5.6M0.01%
45104G104
ICICI Bank ADR
Reduced-$7.8M$181.8M0.01%
51774107
Aurora Innovation Class A Common
Increased$7.7M$510.3M0.01%
311900104
Fastenal
Reduced-$7.6M$185.4M0.01%
59520106
Banco De Chile ADR
Increased$7.2M$73.4M0.01%
78349D107
RxSight Inc
Reduced-$7.0M$13.7M0.01%
437076102
Home Depot
Increased$7.0M$53.8M0.01%
192422103
Cognex Corp
Reduced-$6.9M$45.5M0.01%
98954M200
Zillow Group Inc Class C
Reduced-$6.6M$73.1M0.01%
G5960L103
Medtronic
Reduced-$6.6M$41.3M0.01%
74144T108
T. Rowe Price
Increased$6.5M$48.8M0.01%
17275R102
Cisco Systems
Increased$6.5M$64.5M0.00%
44980X109
IPG Photonics Corp
Increased$6.5M$27.3M0.00%
687793109
Oscar Health Inc
Reduced-$6.4M$11.0M0.00%
09261X102
Blackstone Secured Lending Fund
Increased$6.3M$13.2M0.00%
26875P101
EOG Resources
Increased$5.8M$11.5M0.00%
02079K107
Alphabet Inc Class C
Reduced-$5.8M$631.9M0.00%
04010L103
Ares Capital Corp
Increased$5.7M$12.9M0.00%
37611X209
Ginkgo Bioworks Holdings Inc
Increased$5.6M$33.0M0.00%
G2519Y108
Credicorp
Reduced-$5.6M$297.4M0.00%
G037AX101
Ambarella
Increased$5.4M$23.9M0.00%
855244109
Starbucks Corp
Reduced-$5.2M$67.3M0.00%
869367102
Sutro Biopharma
Reduced-$5.2M$89,7750.00%
456788108
Infosys Ltd ADR
Reduced-$5.1M$63.7M0.00%
92532F100
Vertex Pharmaceuticals Inc
Reduced-$5.0M$60.3M0.00%
866674104
Sun Communities Inc REIT
Reduced-$4.8M$5.1M0.00%
482497104
KE Holdings ADR
Reduced-$4.4M$24.3M0.00%
571748102
Marsh & McLennan
Increased$4.0M$23.1M0.00%
09239B109
Blackline
Reduced-$3.9M$18.1M0.00%
142339100
Carlisle Companies
Reduced-$3.8M$13.8M0.00%
09857L108
Booking Holdings Inc
Increased$3.8M$26.7M0.00%
761152107
ResMed
Sold out-$3.8M$00.00%
74767V109
QuantumScape Corp
Reduced-$3.6M$9.8M0.00%
743315103
Progressive
Reduced-$3.6M$16.2M0.00%
427866108
Hershey Foods Corporation
Increased$3.5M$31.1M0.00%
45780R101
Installed Building Products
Reduced-$3.5M$8.4M0.00%
G3323L100
Fabrinet
Increased$3.4M$121.6M0.00%
20717M103
Confluent Inc.
Increased$3.4M$12.6M0.00%
922475108
Veeva Systems Inc Class A
Reduced-$3.2M$23,1280.00%
04351P101
Ascendis Pharma ADR 1:1
Sold out-$3.2M$00.00%
83012A109
Sixth Street Specialty Lending
Increased$2.9M$6.5M0.00%
70432V102
Paycom Software
Increased$2.9M$16.1M0.00%
25381B101
Digimarc
Increased$2.8M$18.4M0.00%
349553107
Fortis
Reduced-$2.6M$10.1M0.00%
553498106
MSA Safety
Reduced-$2.6M$18.1M0.00%
38173M102
Golub Capital BDC Inc
Increased$2.5M$6.3M0.00%
654106103
Nike
Reduced-$2.5M$13.6M0.00%
192005106
Codexis
Increased$2.5M$8.1M0.00%
00288U106
Abcellera Biologics Inc
Increased$2.3M$35.9M0.00%
22788C105
CrowdStrike Holdings
Increased$2.2M$12.7M0.00%
M7518J104
Oddity
Increased$2.1M$250.8M0.00%
75629V104
Recursion Pharmaceuticals Inc
Increased$1.8M$168.1M0.00%
742718109
Procter & Gamble
Increased$1.7M$158.2M0.00%
14161W105
Cardlytics Inc
Reduced-$1.6M$187,0320.00%
462222100
Ionis Pharmaceuticals
Sold out-$1.6M$00.00%
30219Q106
Expensify Inc
Reduced-$1.6M$248,9290.00%
90184D100
Twist Bioscience Corp
Reduced-$1.6M$36.1M0.00%
281020107
Edison International
New$1.5M$1.5M0.00%
74766Q101
Quanterix Corp
Reduced-$1.5M$6.7M0.00%
302941109
FTI Consulting
Reduced-$1.3M$5.8M0.00%
60937P106
MongoDB Inc
Reduced-$1.3M$6.9M0.00%
29270J100
Energy Recovery
Increased$1.2M$16.5M0.00%
461202103
Intuit
Increased$1.2M$61.8M0.00%
85209W109
Sprout Social
Reduced-$1.2M$107.3M0.00%
61174X109
Monster Beverage
Increased$1.1M$16.0M0.00%
07373V105
Beam Therapeutics
Reduced-$1.1M$7.6M0.00%
05534B760
BCE Inc
Sold out-$1.1M$00.00%
70450Y103
PayPal
Increased$1.1M$14.2M0.00%
M6191J100
JFrog Ltd
Reduced-$1.0M$35.1M0.00%
42225T107
Health Catalyst Inc
Sold out-$991,900$00.00%
15117K103
Cellectis ADR
Reduced-$962,259$522,7720.00%
88025U109
10X Genomics Inc Class A
Sold out-$911,736$00.00%
98954M101
Zillow Group Inc Class A
Increased$852,385$6.5M0.00%
580135101
McDonald's
Increased$820,807$42.9M0.00%
30041R108
EverQuote Inc
Reduced-$804,847$4.8M0.00%
09769B107
Bolt Projects Holdings Inc.
Reduced-$776,483$1.2M0.00%
25609L105
Docebo
Reduced-$669,370$10.6M0.00%
143130102
Carmax Inc
Increased$581,071$13.7M0.00%
929740108
Wabtec
Reduced-$551,327$29.0M0.00%
G17977110
Burford Capital
Reduced-$534,847$19.3M0.00%
384109104
Graco
Reduced-$529,909$11.4M0.00%
30161N101
Exelon Corporation
Reduced-$514,084$3.2M0.00%
12653200
Albemarle Corp
Reduced-$498,000$4.9M0.00%
209115104
Consolidated Edison
Increased$492,844$1.7M0.00%
159864107
Charles River Laboratories International
Increased$411,683$13.9M0.00%
29476L107
Equity Residential REIT
Reduced-$403,706$1.1M0.00%
14442107
Alector Inc
Sold out-$367,371$00.00%
42226K105
Healthcare Realty Trust REIT
Reduced-$365,027$332,6950.00%
922280102
Varonis Systems Inc
Reduced-$309,553$742,6470.00%
135086106
Canada Goose Hdgs
Reduced-$286,688$1.2M0.00%
M7S750159
Nayax Ltd
Increased$232,718$1.5M0.00%
67000B104
Novanta Inc
Reduced-$230,208$764,7670.00%
358039105
Freshpet Inc
Increased$224,852$7.2M0.00%
718172109
Philip Morris Intl
Reduced-$217,684$1.4M0.00%
55083R104
Lyell Immunopharma Inc
Sold out-$195,889$00.00%
872540109
TJX Companies
Increased$182,541$14.8M0.00%
42250P103
Healthpeak Properties Inc REIT
Reduced-$165,193$770,8070.00%
58506Q109
Medpace Holdings
Reduced-$152,925$4.8M0.00%
57667T100
Materialise Nv ADR
Increased$129,666$585,1580.00%
13100M509
Calix Inc
Reduced-$108,684$464,0500.00%
15189T107
Centerpoint Energy, Inc.
Reduced-$69,027$2.3M0.00%
141788109
Cargurus Inc
Increased$67,350$778,8500.00%
05988J103
Bandwidth
Reduced-$65,173$459,8290.00%
253868103
Digital Realty Trust REIT
Increased$62,531$1.2M0.00%
848560306
Spire Global Inc
Increased$54,097$186,5540.00%
922417100
Veeco Instruments
Reduced-$47,492$20.9M0.00%
67022C205
Nucana Plc ADR
Reduced-$40,741$43,6780.00%
842587107
Southern
Increased$23,490$2.0M0.00%
458140100
Intel Corporation
Sold out-$16,422$00.00%
98401F105
Xencor Inc
Increased$13,604$480,2360.00%
85472N109
Stantec Inc
Increased$6,352$30,5040.00%
8.9151E+113
Total Fina ADR
New$3,161$3,1610.00%
904767704
Unilever Spn.Adr 1:1
Increased$2,364$22,5670.00%
670100205
Novo Nordisk 'B' Adr 1:1
Reduced-$1,752$4,5590.00%
50202M102
Li Auto ADR
Increased$1,661$2,6870.00%
03524A108
Anheuser-Busch Inbev ADR
Reduced-$1,622$5,0070.00%
767204100
Rio Tinto Spn.Adr 1:1
Reduced-$1,310$18,7600.00%
G25508105
CRH Plc
Reduced-$1,195$35,0660.00%
880770102
Teradyne
Increased$447$39,2870.00%
80880W106
Scilex Hdg
Reduced-$261$2230.00%
372303206
Genmab ADR
Reduced-$190$1,1270.00%

Evidence

Related Cards

BG
Reduced58733R102

Baillie Gifford

Baillie Gifford filed a 13F change in MercadoLibre (58733R102) on 2025-01-31, covering period end 2024-12-31.

BG
Increased82509L107

Baillie Gifford

Baillie Gifford filed a 13F change in Shopify Inc (82509L107) on 2025-01-31, covering period end 2024-12-31.

BG
Increased18915M107

Baillie Gifford

Baillie Gifford filed a 13F change in Cloudflare Inc (18915M107) on 2025-01-31, covering period end 2024-12-31.

Baillie Gifford disclosed new in TFI International Inc | TradingNote AI