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

283 changes from Baillie Gifford, filed 2025-10-31 for period end 2025-09-30.

$135.0B portfolio value
StockActionChangeCurrentPortfolio Impact
03831W108
AppLovin
Increased$2.2B$4.5B1.66%
58733R102
MercadoLibre
Reduced-$1.4B$7.8B1.04%
L8681T102
Spotify Technology SA
Reduced-$1.3B$6.1B0.98%
67066G104
NVIDIA
Increased$933.7M$8.7B0.69%
82509L107
Shopify Inc
Increased$913.1M$5.3B0.68%
64110L106
Netflix Inc
Reduced-$852.4M$4.4B0.63%
88339J105
The Trade Desk
Reduced-$783.4M$1.4B0.58%
722304102
PDD Holdings Inc
Increased$605.4M$4.2B0.45%
46120E602
Intuitive Surgical
Reduced-$528.6M$1.2B0.39%
81141R100
Sea Ltd ADR
Increased$508.1M$7.2B0.38%
771049103
Roblox
Increased$452.0M$3.2B0.33%
G6683N103
Nu Holdings Ltd.
Increased$445.2M$4.0B0.33%
49468101
Atlassian Corp Plc
Reduced-$435.8M$1.3B0.32%
75734B100
Reddit
Increased$428.5M$1.4B0.32%
773121108
Rocket Lab Corp
Increased$423.9M$581.0M0.31%
252131107
Dexcom Inc
Reduced-$389.5M$1.1B0.29%
23135106
Amazon.Com
Reduced-$353.1M$7.0B0.26%
18915M107
Cloudflare Inc
Reduced-$310.1M$4.7B0.23%
02043Q107
Alnylam Pharmaceuticals
Increased$283.3M$1.3B0.21%
29358P101
The Ensign Group
Increased$265.4M$487.0M0.20%
29355A107
Enphase Energy Inc
Reduced-$261.6M$94.3M0.19%
G65163100
Joby Aviation Inc
Increased$256.5M$813.8M0.19%
79589L106
Samsara
Reduced-$202.0M$1.5B0.15%
91324P102
UnitedHealth
Reduced-$199.0M$16.8M0.15%
19260Q107
Coinbase Global Inc
New$198.2M$198.2M0.15%
88160R101
Tesla Inc
Increased$197.1M$737.1M0.15%
55354G100
MSCI
Increased$184.5M$392.4M0.14%
02079K107
Alphabet Inc Class C
Increased$181.2M$708.0M0.13%
N3167Y103
Ferrari NV
Reduced-$172.5M$1.9B0.13%
35969L108
Full Truck Alliance Co Ltd ADR
Sold out-$171.1M$00.13%
36752103
Elevance Health Inc
Reduced-$169.9M$700.2M0.13%
498894104
Knife River
New$169.0M$169.0M0.13%
29362U104
Entegris Inc
Sold out-$166.0M$00.12%
87151X101
Symbotic
Increased$161.5M$683.7M0.12%
316841105
Figma Inc
New$154.2M$154.2M0.11%
48553T106
Kanzhun ADR
Increased$143.2M$200.1M0.11%
30303M102
Meta Platforms Inc
Reduced-$139.9M$3.9B0.10%
58506Q109
Medpace Holdings
Increased$136.8M$300.7M0.10%
G3730V105
FTAI Aviation
Increased$109.5M$405.1M0.08%
199908104
Comfort Systems USA
Increased$108.7M$340.6M0.08%
87043Q108
Sweetgreen
Reduced-$105.1M$88.3M0.08%
42238D107
HeartFlow
New$101.2M$101.2M0.07%
783513203
Ryanair ADR
Reduced-$100.2M$812.1M0.07%
71654V408
Petrobras Common ADR
Reduced-$99.1M$406.2M0.07%
60741F104
Mobileye Global Inc.
Reduced-$90.8M$152.6M0.07%
42068205
Arm Hdgs ADR
New$90.7M$90.7M0.07%
00827B106
Affirm Holdings Inc Class A
Reduced-$90.0M$430.8M0.07%
V5633W109
MakeMyTrip
Reduced-$88.5M$471.7M0.07%
M7518J104
Oddity
Reduced-$85.1M$376.6M0.06%
59520106
Banco De Chile ADR
Reduced-$82.7M$28.4M0.06%
94419L101
Wayfair Inc Class A
Increased$81.0M$370.6M0.06%
09075V102
BioNTech ADR
Reduced-$78.8M$777.1M0.06%
573284106
Martin Marietta Materials
Increased$77.9M$753.7M0.06%
874039100
TSMC ADR
Reduced-$76.2M$436.8M0.06%
40131M109
Guardant Health
Increased$70.1M$320.4M0.05%
344419106
Fomento Economico Mexicano Sab ADR
Reduced-$68.3M$370.1M0.05%
53332102
AutoZone
Increased$67.7M$617.5M0.05%
01609W102
Alibaba Group Holding Sponsored ADR
New$66.4M$66.4M0.05%
882508104
Texas Instruments
Reduced-$65.3M$419.6M0.05%
26701L100
Dutch Bros
Reduced-$64.6M$183.0M0.05%
457730109
Inspire Medical Systems
Reduced-$64.1M$80.5M0.05%
G2519Y108
Credicorp
Increased$55.6M$421.5M0.04%
13646K108
Canadian Pacific Kansas City Ltd
Reduced-$55.5M$33.4M0.04%
833635105
SQM ADR
Increased$55.3M$380.9M0.04%
26142V105
DraftKings Inc
Reduced-$52.6M$287.5M0.04%
79466L302
Salesforce.com
Reduced-$51.6M$265.5M0.04%
732908108
Pony AI ADR
Increased$51.1M$145.3M0.04%
942622200
Watsco Inc
Reduced-$49.5M$381.7M0.04%
256677105
Dollar General Corp
Reduced-$48.2M$335.6M0.04%
00790R104
Advanced Drainage Systems
Increased$48.2M$332.2M0.04%
60770K107
Moderna Inc
Reduced-$45.3M$564.3M0.03%
G4124C109
Grab Holdings
Increased$44.6M$286.7M0.03%
M7S64H106
monday.com
Increased$43.0M$137.2M0.03%
M98068105
Wix Com
Increased$40.9M$513.7M0.03%
26622P107
Doximity Inc
Increased$40.3M$281.6M0.03%
02079K305
Alphabet Inc Class A
Increased$38.1M$173.9M0.03%
78409V104
S&P Global Inc
Reduced-$37.9M$370.0M0.03%
971378104
WillScot Hdgs
Reduced-$37.5M$102.5M0.03%
594918104
Microsoft
Increased$36.6M$3.0B0.03%
G7709Q104
Royalty Pharma
Reduced-$36.4M$612.9M0.03%
72352L106
Pinterest
Reduced-$36.3M$250.9M0.03%
48581R205
Kaspi.kz ADR
Reduced-$36.2M$390.9M0.03%
11271J107
Brookfield Corp
Increased$36.0M$330.7M0.03%
883556102
Thermo Fisher Scientific
Increased$33.6M$238.3M0.02%
244199105
Deere & Co
Reduced-$33.5M$248.1M0.02%
25809K105
Doordash Inc
Increased$33.2M$2.2B0.02%
898202106
Trupanion
Sold out-$33.2M$00.02%
37833100
Apple
Increased$32.9M$181.0M0.02%
40415F101
HDFC Bank ADR
Reduced-$32.3M$232.5M0.02%
30111207
American Superconductor Corp
Increased$31.5M$84.8M0.02%
71654V101
Petrobras Pref ADR
Reduced-$30.8M$44.6M0.02%
682189105
On Semiconductor Corp
Reduced-$29.9M$249.7M0.02%
45104G104
ICICI Bank ADR
Reduced-$29.5M$147.7M0.02%
G3323L100
Fabrinet
Increased$28.1M$201.7M0.02%
93403J106
Warby Parker Inc
Reduced-$26.9M$12.6M0.02%
Q4982L109
IREN
New$26.4M$26.4M0.02%
570535104
Markel Corp
Reduced-$26.4M$376.3M0.02%
852234103
Block Inc
Increased$26.3M$842.3M0.02%
98423F109
Xometry Inc - A
Increased$26.2M$70.0M0.02%
12504L109
Cbre Group Inc
Increased$26.1M$446.1M0.02%
80517M109
Savers Value Village
Increased$25.7M$123.3M0.02%
45784P101
Insulet
Reduced-$25.0M$645.8M0.02%
88034P109
Tencent Music Entertainment ADR
Reduced-$24.1M$303.6M0.02%
04626A103
Astera Labs
Increased$24.1M$45.2M0.02%
75960P104
Remitly Global Inc
Reduced-$22.5M$128.3M0.02%
22266T109
Coupang
Increased$21.8M$4.8B0.02%
52567D107
Lemonade Inc
Increased$21.2M$157.5M0.02%
00760J108
Aehr Test Systems
Increased$20.4M$46.1M0.02%
22266M104
Coursera Inc
Increased$20.4M$86.7M0.02%
553368101
MP Materials
Increased$20.2M$64.0M0.01%
74276L105
PROCEPT BioRobotics
Reduced-$19.8M$30.7M0.01%
16679L109
Chewy Inc
Reduced-$19.6M$223.2M0.01%
363576109
AJ Gallagher & Co
Reduced-$19.6M$281.5M0.01%
50077B207
Kratos Defense & Security
New$19.0M$19.0M0.01%
23804L103
Datadog
Increased$19.0M$1.6B0.01%
913915104
Universal Technical Institute
New$18.9M$18.9M0.01%
00724F101
Adobe Inc.
New$17.8M$17.8M0.01%
620076307
Motorola Solutions
New$17.7M$17.7M0.01%
687793109
Oscar Health Inc
Sold out-$17.6M$00.01%
615369105
Moody's Corp
Reduced-$17.6M$351.9M0.01%
98138H101
Workday Inc
Reduced-$17.6M$368.1M0.01%
65339F101
NextEra Energy
Increased$17.2M$19.5M0.01%
G037AX101
Ambarella
Sold out-$17.1M$00.01%
00288U106
Abcellera Biologics Inc
Increased$16.9M$52.4M0.01%
427866108
Hershey Foods Corporation
Sold out-$16.8M$00.01%
05464C101
Axon Enterprise Inc
Reduced-$15.4M$90.8M0.01%
26884L109
Eqt Corp
New$15.0M$15.0M0.01%
53566V106
Lineage Inc
Reduced-$14.5M$114.2M0.01%
83089J108
SkyWater Technology
Increased$14.4M$30.4M0.01%
461202103
Intuit
Reduced-$14.1M$95.8M0.01%
88023B103
Tempus Ai Inc
Increased$13.8M$782.3M0.01%
G1151C101
Accenture 'A'
Reduced-$13.6M$56.5M0.01%
92532F100
Vertex Pharmaceuticals Inc
Reduced-$13.5M$81.1M0.01%
799566104
Sana Biotechnology Inc
Increased$13.1M$40.6M0.01%
57060D108
MarketAxess Holdings
Reduced-$13.1M$28.6M0.01%
30161N101
Exelon Corporation
Increased$12.7M$16.5M0.01%
15189T107
Centerpoint Energy, Inc.
Increased$12.6M$14.8M0.01%
842587107
Southern
Increased$12.5M$14.5M0.01%
M2682V108
CyberArk Software Ltd
Reduced-$12.4M$35.6M0.01%
426281101
Jack Henry & Associates
Reduced-$12.2M$50.1M0.01%
85209W109
Sprout Social
Sold out-$11.0M$00.01%
09239B109
Blackline
Sold out-$11.0M$00.01%
37611X209
Ginkgo Bioworks Holdings Inc
Increased$10.3M$47.2M0.01%
90353T100
Uber Technologies
Increased$10.2M$409.4M0.01%
117043109
Brunswick Corp
Increased$9.9M$114.5M0.01%
16935C109
Chime Financial Inc
Reduced-$9.7M$13.7M0.01%
172573107
Circle Internet Group
Reduced-$9.6M$24.6M0.01%
742718109
Procter & Gamble
Reduced-$9.4M$141.2M0.01%
P31076105
Copa Holdings S A
Increased$9.3M$328.6M0.01%
09857L108
Booking Holdings Inc
Reduced-$9.2M$16.5M0.01%
8073108
AeroVironment
Increased$9.2M$561.7M0.01%
22160N109
CoStar Group
Increased$8.7M$695.3M0.01%
192422103
Cognex Corp
Increased$8.6M$45.7M0.01%
26603R106
Duolingo Inc
Increased$8.5M$910.1M0.01%
143130102
Carmax Inc
Sold out-$8.5M$00.01%
456788108
Infosys Ltd ADR
Reduced-$8.5M$44.6M0.01%
74767V109
QuantumScape Corp
Increased$8.5M$21.0M0.01%
54975P201
Lufax Holding Ltd
Increased$8.2M$34.1M0.01%
817565104
Service Corp.Intl.
Reduced-$7.7M$806.3M0.01%
G29018101
dLocal
Increased$7.5M$38.1M0.01%
855244109
Starbucks Corp
Reduced-$7.5M$58.1M0.01%
922417100
Veeco Instruments
Increased$7.4M$22.6M0.01%
875372203
Tandem Diabetes Care
Reduced-$7.4M$13.6M0.01%
704326107
Paychex
Reduced-$7.1M$39.1M0.01%
90184D100
Twist Bioscience Corp
Increased$7.0M$35.5M0.01%
57636Q104
Mastercard Inc-Class A
Reduced-$6.9M$887.2M0.01%
833445109
Snowflake Inc
Reduced-$6.8M$630.5M0.01%
32654105
Analog Devices
Increased$6.8M$142.7M0.01%
26856L103
e.l.f. Beauty
Increased$6.7M$973.7M0.00%
70975L107
Penumbra Inc
Reduced-$6.5M$230.2M0.00%
53815P108
Liveramp Holdings Inc
Reduced-$6.4M$27.9M0.00%
339750101
Floor & Decor Holdings
Reduced-$6.4M$121.6M0.00%
29476L107
Equity Residential REIT
Increased$6.3M$7.5M0.00%
25381B101
Digimarc
Sold out-$6.3M$00.00%
M6372Q113
Kornit Digital
Reduced-$6.3M$13.1M0.00%
12572Q105
CME Group Inc
Reduced-$6.1M$123.6M0.00%
92939U106
WEC Energy Group
Increased$6.1M$15.1M0.00%
59460303
Banco Bradesco Pn ADR
Increased$6.0M$94.6M0.00%
89377M109
TransMedics Group
Reduced-$6.0M$29.3M0.00%
452327109
Illumina
Reduced-$5.9M$160.2M0.00%
76954A103
Rivian Automotive Inc
Increased$5.9M$659.7M0.00%
51774107
Aurora Innovation Class A Common
Increased$5.9M$407.2M0.00%
G6674U108
Novocure Ltd
Reduced-$5.6M$14.5M0.00%
29414B104
Epam Systems Inc
Increased$5.5M$195.1M0.00%
349553107
Fortis
Increased$5.4M$16.0M0.00%
61174X109
Monster Beverage
Increased$5.3M$22.1M0.00%
75629V104
Recursion Pharmaceuticals Inc
Reduced-$5.3M$117.0M0.00%
20717M103
Confluent Inc.
Reduced-$5.2M$18.8M0.00%
12653101
Albemarle Corp
Increased$4.8M$29.2M0.00%
87241L109
TFI International Inc
Reduced-$4.4M$89.7M0.00%
191216100
Coca Cola
Reduced-$4.3M$51.1M0.00%
03213A104
Amplitude
Increased$4.2M$28.7M0.00%
98954M200
Zillow Group Inc Class C
Increased$4.2M$51.1M0.00%
192005106
Codexis
Sold out-$4.1M$00.00%
9066101
Airbnb Inc
Sold out-$4.1M$00.00%
44980X109
IPG Photonics Corp
Increased$4.0M$32.3M0.00%
74766Q101
Quanterix Corp
Sold out-$4.0M$00.00%
437076102
Home Depot
Increased$3.9M$52.4M0.00%
60937P106
MongoDB Inc
Sold out-$3.8M$00.00%
88162G103
Tetra Tech
Reduced-$3.7M$17.5M0.00%
571748102
Marsh & McLennan
Reduced-$3.7M$16.6M0.00%
465562106
Itau Unibanco Holding SA-ADR
Increased$3.6M$72.5M0.00%
M6191J100
JFrog Ltd
Increased$3.4M$46.1M0.00%
929740108
Wabtec
Reduced-$3.2M$18.1M0.00%
30040W108
Eversource Energy
Increased$3.2M$15.8M0.00%
17275R102
Cisco Systems
Reduced-$3.0M$70.2M0.00%
70432V102
Paycom Software
Reduced-$3.0M$355.6M0.00%
G0896C103
BBB Foods
Increased$2.8M$5.3M0.00%
713448108
Pepsico
Increased$2.7M$93.1M0.00%
46436E759
ETFS Ishares Esg Advanced Msci Eafe
New$2.7M$2.7M0.00%
311900104
Fastenal
Increased$2.7M$119.2M0.00%
G8068L108
SharkNinja
Reduced-$2.6M$210.5M0.00%
G5960L103
Medtronic
Increased$2.6M$45.5M0.00%
12685JAG0
Cable One Convertible 1.125 2028
Increased$2.6M$6.3M0.00%
142339100
Carlisle Companies
Reduced-$2.5M$9.3M0.00%
03027X100
American Tower Corp REIT
Reduced-$2.4M$12.6M0.00%
G29183103
Eaton
Increased$2.3M$261.2M0.00%
07373V105
Beam Therapeutics
Increased$2.1M$7.2M0.00%
872540109
TJX Companies
Increased$2.0M$14.6M0.00%
98585X104
YETI Holdings
Increased$2.0M$86.8M0.00%
871607107
Synopsys
Increased$1.8M$13.1M0.00%
74144T108
T. Rowe Price
Increased$1.8M$50.7M0.00%
91688F104
Upwork Inc
Reduced-$1.7M$21.9M0.00%
82846H405
QXO
New$1.7M$1.7M0.00%
866674104
Sun Communities Inc REIT
Increased$1.4M$6.2M0.00%
278865100
Ecolab
Reduced-$1.3M$194.9M0.00%
553498106
MSA Safety
Reduced-$1.3M$14.3M0.00%
743315103
Progressive
Reduced-$1.2M$13.5M0.00%
52769106
Autodesk
Increased$1.1M$230.8M0.00%
302941109
FTI Consulting
Sold out-$1.1M$00.00%
2.8176E+112
Edwards Lifesciences Corp
Reduced-$1.1M$44.5M0.00%
24823R105
Denali Therapeutics
Increased$1.1M$168.3M0.00%
70450Y103
PayPal
Reduced-$961,620$8.4M0.00%
26875P101
EOG Resources
Increased$919,278$16.1M0.00%
G17977110
Burford Capital
Reduced-$911,464$8.3M0.00%
384109104
Graco
Increased$825,437$9.8M0.00%
7.434E+107
Progyny
Reduced-$821,961$27.1M0.00%
12653200
Albemarle 7.25 Conv Pref 2027
Increased$698,400$4.6M0.00%
22788C105
CrowdStrike Holdings
Reduced-$626,421$13.7M0.00%
M7S750159
Nayax Ltd
Sold out-$413,973$00.00%
358039105
Freshpet Inc
Increased$413,637$1.3M0.00%
98954M101
Zillow Group Inc Class A
Increased$413,208$6.7M0.00%
11285B108
Brookfield Renewable
Increased$409,315$18.3M0.00%
74340W103
Prologis Inc REIT
Increased$390,761$6.0M0.00%
12008R107
Builders Firstsource
Increased$344,905$178.2M0.00%
03782L101
Appian Corp
Increased$340,625$30.4M0.00%
30063P105
Exact Sciences
Increased$313,156$41.8M0.00%
482497104
KE Holdings ADR
Reduced-$283,708$7.2M0.00%
80810D103
Schrodinger
Reduced-$277,090$19.6M0.00%
654106103
Nike
Reduced-$262,339$8.9M0.00%
98419M100
Xylem
Sold out-$236,211$00.00%
718172109
Philip Morris Intl
Increased$230,119$3.1M0.00%
580135101
McDonald's
Reduced-$150,703$39.7M0.00%
127387108
Cadence Design Systems
Increased$150,577$12.7M0.00%
09769B206
Bolt Projects Holdings Inc.
Increased$118,358$466,0360.00%
269817102
Eagle Point Income
Reduced-$116,195$7.4M0.00%
42250P103
Healthpeak Properties Inc REIT
Increased$84,449$986,0910.00%
78349D107
RxSight Inc
Increased$73,696$6.2M0.00%
281020107
Edison International
Increased$69,552$1.0M0.00%
G25508105
CRH Plc
Increased$34,384$56,2330.00%
650111107
New York Times Co
Increased$29,299$180.6M0.00%
08265T208
Bentley Systems
New$28,057$28,0570.00%
25609L105
Docebo
Reduced-$21,872$364,5550.00%
6.529E+105
Nextracker
New$17,610$17,6100.00%
880770102
Teradyne
Increased$14,889$42,9440.00%
767204100
Rio Tinto Spn.Adr 1:1
Increased$11,239$22,9050.00%
N00985106
AerCap Hdgs
Reduced-$11,097$1.9M0.00%
253868103
Digital Realty Trust REIT
Reduced-$9,387$1.1M0.00%
670100205
Novo Nordisk 'B' Adr 1:1
Increased$8,451$17,4240.00%
904767704
Unilever Spn.Adr 1:1
Increased$6,540$27,0320.00%
911363109
United Rentals
Increased$4,428$21,0030.00%
56752108
Baidu.com Sponsored ADR
New$4,348$4,3480.00%
209115104
Consolidated Edison
Increased$3,245$1.9M0.00%
07725L102
BeOne Medicines Ltd ADR
New$2,726$2,7260.00%
G98196101
WNS Global Services
New$1,983$1,9830.00%
H42097107
UBS Group (US)
Increased$1,235$7,0520.00%
443510607
Hubbell
Increased$941$18,5030.00%
85472N109
Stantec Inc
Increased$789$44,5500.00%
03524A108
Anheuser-Busch Inbev ADR
Reduced-$671$7,0940.00%
50202M102
Li Auto ADR
Reduced-$477$2,5590.00%
922475108
Veeva Systems Inc Class A
Increased$417$12,5120.00%
8.9151E+113
Total Fina ADR
Increased$379$8,2370.00%
372303206
Genmab ADR
Sold out-$248$00.00%

Evidence

Related Cards

BG
Increased03831W108

Baillie Gifford

Baillie Gifford filed a 13F change in AppLovin (03831W108) on 2025-10-31, covering period end 2025-09-30.

BG
Increased67066G104

Baillie Gifford

Baillie Gifford filed a 13F change in NVIDIA (67066G104) on 2025-10-31, covering period end 2025-09-30.

BG
Increased82509L107

Baillie Gifford

Baillie Gifford filed a 13F change in Shopify Inc (82509L107) on 2025-10-31, covering period end 2025-09-30.

Baillie Gifford disclosed reduced in Spotify Technology SA | TradingNote AI