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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

284 changes from Baillie Gifford, filed 2025-08-06 for period end 2025-06-30.

$133.9B portfolio value
StockActionChangeCurrentPortfolio Impact
67066G104
NVIDIA
Increased$2.7B$7.8B1.99%
18915M107
Cloudflare Inc
Increased$1.9B$5.0B1.43%
58733R102
MercadoLibre
Increased$1.8B$9.2B1.33%
81141R100
Sea Ltd ADR
Increased$1.5B$6.7B1.12%
64110L106
Netflix Inc
Increased$1.5B$5.2B1.09%
L8681T102
Spotify Technology SA
Increased$1.4B$7.4B1.07%
22266T109
Coupang
Increased$1.4B$4.8B1.06%
771049103
Roblox
Increased$1.2B$2.8B0.88%
722304102
PDD Holdings Inc
Reduced-$1.1B$3.6B0.85%
07725L102
BeOne Medicines Ltd ADR
Sold out-$988.2M$00.74%
82509L107
Shopify Inc
Reduced-$981.0M$4.4B0.73%
98138H101
Workday Inc
Reduced-$927.7M$385.6M0.69%
75734B100
Reddit
Increased$897.4M$976.0M0.67%
G6683N103
Nu Holdings Ltd.
Increased$865.4M$3.6B0.65%
03831W108
AppLovin
Increased$844.1M$2.2B0.63%
88023B103
Tempus Ai Inc
New$768.5M$768.5M0.57%
N14506104
Elastic
Sold out-$698.9M$00.52%
23135106
Amazon.Com
Increased$677.4M$7.3B0.51%
30303M102
Meta Platforms Inc
Increased$640.0M$4.0B0.48%
88339J105
The Trade Desk
Increased$491.3M$2.2B0.37%
252131107
Dexcom Inc
Increased$489.9M$1.5B0.37%
26856L103
e.l.f. Beauty
Increased$468.5M$967.0M0.35%
79589L106
Samsara
Increased$393.9M$1.7B0.29%
23804L103
Datadog
Increased$388.5M$1.6B0.29%
256677105
Dollar General Corp
New$383.8M$383.8M0.29%
594918104
Microsoft
Increased$363.1M$3.0B0.27%
29355A107
Enphase Energy Inc
Reduced-$329.8M$356.0M0.25%
8073108
AeroVironment
Increased$316.4M$552.4M0.24%
G3730V105
FTAI Aviation
New$295.6M$295.6M0.22%
87151X101
Symbotic
Increased$245.1M$522.1M0.18%
71654V408
Petrobras Common ADR
Reduced-$236.7M$505.4M0.18%
G65163100
Joby Aviation Inc
Increased$233.0M$557.3M0.17%
G7709Q104
Royalty Pharma
Increased$232.1M$649.3M0.17%
90353T100
Uber Technologies
Increased$231.7M$399.2M0.17%
833445109
Snowflake Inc
Increased$209.3M$637.3M0.16%
55354G100
MSCI
New$207.9M$207.9M0.16%
M7518J104
Oddity
Increased$191.1M$461.7M0.14%
29414B104
Epam Systems Inc
New$189.6M$189.6M0.14%
77543R102
Roku
Sold out-$175.3M$00.13%
82982L103
SiteOne Landscape Supply
Sold out-$163.2M$00.12%
58506Q109
Medpace Holdings
Increased$162.6M$163.9M0.12%
773121108
Rocket Lab Corp
New$157.1M$157.1M0.12%
91324P102
UnitedHealth
Reduced-$154.9M$215.8M0.12%
98585X104
YETI Holdings
Reduced-$154.6M$84.8M0.12%
98419M100
Xylem
Reduced-$151.4M$236,2110.11%
G66721104
Norwegian Cruise Line Holdings
Sold out-$139.8M$00.10%
852234103
Block Inc
Increased$134.0M$816.0M0.10%
26603R106
Duolingo Inc
Increased$132.1M$901.6M0.10%
36752103
Elevance Health Inc
Reduced-$131.6M$870.1M0.10%
51774107
Aurora Innovation Class A Common
Reduced-$127.4M$401.4M0.10%
46120E602
Intuitive Surgical
Increased$120.2M$1.7B0.09%
N3167Y103
Ferrari NV
Increased$120.1M$2.1B0.09%
00827B106
Affirm Holdings Inc Class A
Increased$113.9M$520.8M0.09%
49468101
Atlassian Corp Plc
Reduced-$113.3M$1.7B0.08%
09075V102
BioNTech ADR
Increased$112.9M$855.9M0.08%
783513203
Ryanair ADR
Increased$105.3M$912.3M0.08%
94419L101
Wayfair Inc Class A
Increased$100.4M$289.7M0.08%
87043Q108
Sweetgreen
Reduced-$99.5M$193.4M0.07%
29358P101
The Ensign Group
Increased$99.2M$221.6M0.07%
874039100
TSMC ADR
Increased$98.9M$513.1M0.07%
60770K107
Moderna Inc
Reduced-$97.7M$609.6M0.07%
732908108
Pony AI ADR
New$94.2M$94.2M0.07%
199908104
Comfort Systems USA
Increased$88.2M$231.9M0.07%
942622200
Watsco Inc
Reduced-$86.8M$431.2M0.06%
88160R101
Tesla Inc
Increased$83.4M$540.1M0.06%
45784P101
Insulet
Increased$79.7M$670.8M0.06%
640491106
Neogen Corp
Sold out-$79.4M$00.06%
573284106
Martin Marietta Materials
Increased$75.6M$675.7M0.06%
311900104
Fastenal
Reduced-$73.1M$116.6M0.05%
452327109
Illumina
Reduced-$72.8M$166.1M0.05%
G1151C101
Accenture 'A'
New$70.1M$70.1M0.05%
244199105
Deere & Co
Increased$67.5M$281.7M0.05%
G2519Y108
Credicorp
Increased$64.8M$365.8M0.05%
426281101
Jack Henry & Associates
New$62.4M$62.4M0.05%
26142V105
DraftKings Inc
Increased$61.5M$340.2M0.05%
48581R205
Kaspi.kz ADR
Reduced-$61.3M$427.1M0.05%
682189105
On Semiconductor Corp
Increased$60.6M$279.6M0.05%
363576109
AJ Gallagher & Co
Reduced-$56.8M$301.1M0.04%
G29183103
Eaton
Increased$55.9M$258.9M0.04%
85209W109
Sprout Social
Reduced-$55.5M$11.0M0.04%
V5633W109
MakeMyTrip
Increased$55.1M$560.3M0.04%
882508104
Texas Instruments
Increased$54.8M$484.9M0.04%
M98068105
Wix Com
Reduced-$54.4M$472.8M0.04%
80517M109
Savers Value Village
Increased$52.7M$97.6M0.04%
70975L107
Penumbra Inc
Increased$52.4M$236.6M0.04%
76954A103
Rivian Automotive Inc
Increased$49.5M$653.8M0.04%
883556102
Thermo Fisher Scientific
Reduced-$48.8M$204.6M0.04%
16679L109
Chewy Inc
Increased$48.4M$242.8M0.04%
833635105
SQM ADR
Reduced-$46.8M$325.6M0.03%
G3323L100
Fabrinet
Increased$46.3M$173.6M0.03%
60741F104
Mobileye Global Inc.
Increased$45.0M$243.4M0.03%
53566V106
Lineage Inc
Reduced-$44.6M$128.6M0.03%
P31076105
Copa Holdings S A
Increased$43.0M$319.3M0.03%
11271J107
Brookfield Corp
Increased$42.3M$294.7M0.03%
02079K107
Alphabet Inc Class C
Increased$41.6M$526.8M0.03%
457730109
Inspire Medical Systems
Reduced-$40.2M$144.5M0.03%
88034P109
Tencent Music Entertainment ADR
Increased$36.9M$327.7M0.03%
52567D107
Lemonade Inc
Increased$36.7M$136.3M0.03%
40131M109
Guardant Health
Increased$34.7M$250.3M0.03%
151290889
Cemex ADR
Sold out-$34.5M$00.03%
172573107
Circle Internet Group
New$34.3M$34.3M0.03%
74276L105
PROCEPT BioRobotics
Increased$32.2M$50.5M0.02%
25809K105
Doordash Inc
Increased$31.7M$2.2B0.02%
650111107
New York Times Co
Increased$30.8M$180.5M0.02%
05464C101
Axon Enterprise Inc
Increased$30.4M$106.2M0.02%
461202103
Intuit
Increased$30.2M$109.9M0.02%
92532F100
Vertex Pharmaceuticals Inc
Increased$29.4M$94.6M0.02%
53332102
AutoZone
Reduced-$28.2M$549.8M0.02%
40415F101
HDFC Bank ADR
Increased$28.1M$264.8M0.02%
59520106
Banco De Chile ADR
Increased$27.5M$111.0M0.02%
72352L106
Pinterest
Increased$26.6M$287.2M0.02%
37833100
Apple
Reduced-$26.4M$148.1M0.02%
52769106
Autodesk
Increased$25.9M$229.6M0.02%
30111207
American Superconductor Corp
Increased$25.7M$53.3M0.02%
98423F109
Xometry Inc - A
Increased$25.7M$43.8M0.02%
G8068L108
SharkNinja
Increased$25.4M$213.2M0.02%
75960P104
Remitly Global Inc
Reduced-$25.0M$150.8M0.02%
16935C109
Chime Financial Inc
New$23.4M$23.4M0.02%
59460303
Banco Bradesco Pn ADR
Increased$21.9M$88.5M0.02%
344419106
Fomento Economico Mexicano Sab ADR
Increased$21.9M$438.4M0.02%
88162G103
Tetra Tech
Increased$21.1M$21.1M0.02%
04626A103
Astera Labs
New$21.1M$21.1M0.02%
M7S64H106
monday.com
Increased$20.9M$94.2M0.02%
M6372Q113
Kornit Digital
New$19.3M$19.3M0.01%
29362U104
Entegris Inc
Reduced-$19.0M$166.0M0.01%
704326107
Paychex
Increased$18.6M$46.3M0.01%
48138M105
Jumia Technologies Ag ADR
Sold out-$18.6M$00.01%
32654105
Analog Devices
Increased$18.3M$135.9M0.01%
22160N109
CoStar Group
Increased$18.2M$686.6M0.01%
482497104
KE Holdings ADR
Reduced-$17.9M$7.5M0.01%
12504L109
Cbre Group Inc
Increased$17.9M$420.0M0.01%
89377M109
TransMedics Group
Increased$17.8M$35.2M0.01%
37611X209
Ginkgo Bioworks Holdings Inc
Increased$17.8M$36.9M0.01%
29270J100
Energy Recovery
Sold out-$17.5M$00.01%
12008R107
Builders Firstsource
Reduced-$17.2M$177.9M0.01%
35969L108
Full Truck Alliance Co Ltd ADR
Reduced-$17.0M$171.1M0.01%
04010L103
Ares Capital Corp
Sold out-$16.7M$00.01%
09261X102
Blackstone Secured Lending Fund
Sold out-$16.3M$00.01%
615369105
Moody's Corp
Increased$16.3M$369.6M0.01%
713448108
Pepsico
Reduced-$15.4M$90.3M0.01%
742718109
Procter & Gamble
Reduced-$14.8M$150.6M0.01%
48553T106
Kanzhun ADR
Reduced-$14.3M$56.8M0.01%
G4124C109
Grab Holdings
Increased$13.6M$242.1M0.01%
22266M104
Coursera Inc
Increased$13.3M$66.4M0.01%
71654V101
Petrobras Pref ADR
Reduced-$13.3M$75.4M0.01%
30040W108
Eversource Energy
Reduced-$13.3M$12.7M0.01%
00790R104
Advanced Drainage Systems
Increased$13.2M$284.0M0.01%
26701L100
Dutch Bros
Increased$13.0M$247.6M0.01%
465562106
Itau Unibanco Holding SA-ADR
Increased$12.7M$68.9M0.01%
02079K305
Alphabet Inc Class A
Increased$12.7M$135.7M0.01%
855244109
Starbucks Corp
Reduced-$12.5M$65.6M0.01%
70432V102
Paycom Software
Increased$12.4M$358.6M0.01%
553368101
MP Materials
Increased$12.0M$43.8M0.01%
87241L109
TFI International Inc
Increased$11.6M$94.2M0.01%
00760J108
Aehr Test Systems
Increased$11.1M$25.7M0.01%
00288U106
Abcellera Biologics Inc
Increased$10.6M$35.5M0.01%
339750101
Floor & Decor Holdings
Reduced-$10.6M$127.9M0.01%
799566104
Sana Biotechnology Inc
Increased$10.4M$27.5M0.01%
74144T108
T. Rowe Price
Increased$9.3M$48.9M0.01%
570535104
Markel Corp
Increased$9.2M$402.7M0.01%
12572Q105
CME Group Inc
Increased$9.1M$129.7M0.01%
G29018101
dLocal
Increased$8.9M$30.6M0.01%
M6191J100
JFrog Ltd
Increased$8.8M$42.7M0.01%
98954M200
Zillow Group Inc Class C
Reduced-$8.4M$47.0M0.01%
83012A109
Sixth Street Specialty Lending
Sold out-$8.4M$00.01%
38173M102
Golub Capital BDC Inc
Sold out-$8.3M$00.01%
69121K104
Blue Owl Capital Corp
Sold out-$8.1M$00.01%
427866108
Hershey Foods Corporation
Reduced-$7.9M$16.8M0.01%
898202106
Trupanion
Increased$7.9M$33.2M0.01%
M2682V108
CyberArk Software Ltd
Increased$7.8M$48.0M0.01%
17275R102
Cisco Systems
Increased$7.4M$73.2M0.01%
13646K108
Canadian Pacific Kansas City Ltd
Increased$7.3M$89.0M0.01%
875372203
Tandem Diabetes Care
Increased$6.9M$21.0M0.01%
817565104
Service Corp.Intl.
Reduced-$6.9M$814.0M0.01%
687793109
Oscar Health Inc
Increased$6.8M$17.6M0.01%
75629V104
Recursion Pharmaceuticals Inc
Reduced-$6.7M$122.3M0.01%
45780R101
Installed Building Products
Sold out-$6.3M$00.00%
93403J106
Warby Parker Inc
Increased$6.2M$39.5M0.00%
57060D108
MarketAxess Holdings
Reduced-$6.2M$41.7M0.00%
30041R108
EverQuote Inc
Sold out-$5.8M$00.00%
91688F104
Upwork Inc
Reduced-$5.7M$23.6M0.00%
30063P105
Exact Sciences
Increased$5.4M$41.5M0.00%
971378104
WillScot Hdgs
Reduced-$5.4M$140.0M0.00%
09857L108
Booking Holdings Inc
Increased$5.3M$25.8M0.00%
580135101
McDonald's
Reduced-$5.2M$39.8M0.00%
44980X109
IPG Photonics Corp
Increased$4.9M$28.2M0.00%
74767V109
QuantumScape Corp
Increased$4.7M$12.6M0.00%
54975P201
Lufax Holding Ltd
Reduced-$4.6M$25.9M0.00%
83089J108
SkyWater Technology
Increased$4.5M$16.0M0.00%
22788C105
CrowdStrike Holdings
Increased$4.4M$14.3M0.00%
79466L302
Salesforce.com
Reduced-$4.3M$317.2M0.00%
03213A104
Amplitude
Increased$4.2M$24.5M0.00%
12653101
Albemarle Corp
Reduced-$4.2M$24.5M0.00%
9066101
Airbnb Inc
New$4.1M$4.1M0.00%
78349D107
RxSight Inc
Reduced-$3.8M$6.1M0.00%
12685JAG0
Cable One Convertible
New$3.8M$3.8M0.00%
571748102
Marsh & McLennan
Reduced-$3.6M$20.3M0.00%
2.8176E+112
Edwards Lifesciences Corp
Increased$3.4M$45.6M0.00%
78409V104
S&P Global Inc
Increased$3.4M$407.9M0.00%
G17977110
Burford Capital
Reduced-$3.2M$9.2M0.00%
191216100
Coca Cola
Reduced-$3.2M$55.3M0.00%
278865100
Ecolab
Increased$3.0M$196.2M0.00%
24823R105
Denali Therapeutics
Increased$2.9M$167.3M0.00%
G037AX101
Ambarella
Increased$2.5M$17.1M0.00%
25609L105
Docebo
Reduced-$2.5M$386,4270.00%
G5960L103
Medtronic
Reduced-$2.4M$43.0M0.00%
G0896C103
BBB Foods
New$2.4M$2.4M0.00%
349553107
Fortis
Reduced-$2.4M$10.6M0.00%
11285B108
Brookfield Renewable
Increased$2.2M$17.9M0.00%
26622P107
Doximity Inc
Increased$2.0M$241.3M0.00%
83417M104
Solaredge Technologies Inc
Sold out-$2.0M$00.00%
09239B109
Blackline
Reduced-$2.0M$11.0M0.00%
N00985106
AerCap Hdgs
New$2.0M$2.0M0.00%
437076102
Home Depot
Reduced-$1.9M$48.5M0.00%
929740108
Wabtec
Increased$1.8M$21.3M0.00%
26875P101
EOG Resources
Increased$1.8M$15.2M0.00%
127387108
Cadence Design Systems
Increased$1.7M$12.5M0.00%
871607107
Synopsys
Increased$1.4M$11.3M0.00%
143130102
Carmax Inc
Reduced-$1.4M$8.5M0.00%
20717M103
Confluent Inc.
Increased$1.3M$24.0M0.00%
553498106
MSA Safety
Increased$1.3M$15.6M0.00%
70450Y103
PayPal
Increased$1.1M$9.3M0.00%
61174X109
Monster Beverage
Increased$1.1M$16.8M0.00%
117043109
Brunswick Corp
Increased$1.1M$104.6M0.00%
92939U106
WEC Energy Group
Reduced-$1.1M$8.9M0.00%
872540109
TJX Companies
Increased$1.0M$12.6M0.00%
02043Q107
Alnylam Pharmaceuticals
Increased$1.0M$988.7M0.00%
718172109
Philip Morris Intl
Increased$1.0M$2.9M0.00%
654106103
Nike
Increased$976,009$9.2M0.00%
03782L101
Appian Corp
Reduced-$960,103$30.0M0.00%
269817102
Eagle Point Income
Reduced-$951,003$7.6M0.00%
743315103
Progressive
Reduced-$887,345$14.7M0.00%
192422103
Cognex Corp
Increased$818,333$37.1M0.00%
07373V105
Beam Therapeutics
Reduced-$807,064$5.1M0.00%
45104G104
ICICI Bank ADR
Increased$800,903$177.1M0.00%
65339F101
NextEra Energy
Increased$705,789$2.2M0.00%
7.434E+107
Progyny
Reduced-$632,622$27.9M0.00%
74340W103
Prologis Inc REIT
Reduced-$620,156$5.6M0.00%
60937P106
MongoDB Inc
Increased$618,859$3.8M0.00%
M7S750159
Nayax Ltd
Reduced-$544,793$413,9730.00%
456788108
Infosys Ltd ADR
Increased$466,853$53.1M0.00%
192005106
Codexis
Reduced-$459,021$4.1M0.00%
12653200
Albemarle Corp
Reduced-$435,600$3.9M0.00%
15189T107
Centerpoint Energy, Inc.
Reduced-$432,595$2.1M0.00%
142339100
Carlisle Companies
Increased$412,354$11.8M0.00%
57667T100
Materialise Nv ADR
Sold out-$408,945$00.00%
09769B206
Bolt Projects Holdings Inc.
New$347,678$347,6780.00%
03027X100
American Tower Corp REIT
Reduced-$264,408$15.0M0.00%
384109104
Graco
Increased$257,887$9.0M0.00%
842587107
Southern
Reduced-$247,867$2.0M0.00%
57636Q104
Mastercard Inc-Class A
Reduced-$241,257$894.1M0.00%
30161N101
Exelon Corporation
Reduced-$228,839$3.7M0.00%
90184D100
Twist Bioscience Corp
Reduced-$201,071$28.5M0.00%
358039105
Freshpet Inc
Reduced-$197,522$887,0140.00%
209115104
Consolidated Edison
Reduced-$195,512$1.9M0.00%
80810D103
Schrodinger
Increased$193,751$19.8M0.00%
15117K103
Cellectis ADR
Sold out-$172,418$00.00%
G6674U108
Novocure Ltd
Reduced-$170,978$20.1M0.00%
25381B101
Digimarc
Increased$154,768$6.3M0.00%
281020107
Edison International
Reduced-$138,348$975,2400.00%
98954M101
Zillow Group Inc Class A
Increased$95,777$6.3M0.00%
74766Q101
Quanterix Corp
Increased$84,114$4.0M0.00%
42250P103
Healthpeak Properties Inc REIT
Reduced-$69,828$901,6420.00%
922417100
Veeco Instruments
Increased$53,376$15.2M0.00%
253868103
Digital Realty Trust REIT
Increased$35,023$1.1M0.00%
866674104
Sun Communities Inc REIT
Reduced-$34,283$4.8M0.00%
53815P108
Liveramp Holdings Inc
Reduced-$25,013$34.3M0.00%
302941109
FTI Consulting
Reduced-$16,392$1.1M0.00%
85472N109
Stantec Inc
Increased$10,362$43,7610.00%
G25508105
CRH Plc
Reduced-$8,237$21,8490.00%
767204100
Rio Tinto Spn.Adr 1:1
Reduced-$7,500$11,6660.00%
159864107
Charles River Laboratories International
Sold out-$7,375$00.00%
H42097107
UBS Group (US)
New$5,817$5,8170.00%
904767704
Unilever Spn.Adr 1:1
Reduced-$4,162$20,4920.00%
8.9151E+113
Total Fina ADR
Increased$4,106$7,8580.00%
443510607
Hubbell
Increased$3,333$17,5620.00%
670100205
Novo Nordisk 'B' Adr 1:1
Reduced-$3,248$8,9730.00%
911363109
United Rentals
Increased$2,788$16,5750.00%
922475108
Veeva Systems Inc Class A
Increased$2,367$12,0950.00%
880770102
Teradyne
Increased$2,284$28,0550.00%
29476L107
Equity Residential REIT
Reduced-$1,723$1.2M0.00%
03524A108
Anheuser-Busch Inbev ADR
Increased$1,609$7,7650.00%
372303206
Genmab ADR
Reduced-$809$2480.00%
50202M102
Li Auto ADR
Increased$214$3,0360.00%

Evidence

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