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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

287 changes from Baillie Gifford, filed 2026-01-23 for period end 2025-12-31.

$120.3B portfolio value
StockActionChangeCurrentPortfolio Impact
81141R100
Sea Ltd ADR
Reduced-$2.2B$4.9B1.85%
771049103
Roblox
Reduced-$1.5B$1.7B1.23%
22266T109
Coupang
Reduced-$1.4B$3.4B1.16%
18915M107
Cloudflare Inc
Reduced-$1.4B$3.3B1.14%
L8681T102
Spotify Technology SA
Reduced-$1.2B$4.8B1.02%
23804L103
Datadog
Reduced-$1.1B$538.7M0.90%
30303M102
Meta Platforms Inc
Reduced-$981.1M$2.9B0.82%
64110L106
Netflix Inc
Reduced-$911.4M$3.5B0.76%
05464C101
Axon Enterprise Inc
Increased$842.1M$932.9M0.70%
58733R102
MercadoLibre
Reduced-$739.9M$7.0B0.61%
722304102
PDD Holdings Inc
Reduced-$684.1M$3.5B0.57%
773121108
Rocket Lab Corp
Increased$664.4M$1.2B0.55%
09075V102
BioNTech ADR
Reduced-$658.6M$118.5M0.55%
88339J105
The Trade Desk
Reduced-$580.2M$846.7M0.48%
67066G104
NVIDIA
Reduced-$503.8M$8.2B0.42%
02079K107
Alphabet Inc Class C
Increased$469.1M$1.2B0.39%
N3167Y103
Ferrari NV
Reduced-$450.4M$1.5B0.37%
25809K105
Doordash Inc
Reduced-$444.0M$1.8B0.37%
58507V107
Medline Inc
New$437.2M$437.2M0.36%
26856L103
e.l.f. Beauty
Reduced-$427.9M$545.8M0.36%
02079K305
Alphabet Inc Class A
Increased$423.1M$597.0M0.35%
594918104
Microsoft
Reduced-$354.0M$2.7B0.29%
03831W108
AppLovin
Reduced-$333.0M$4.2B0.28%
53332102
AutoZone
Reduced-$325.3M$292.2M0.27%
29358P101
The Ensign Group
Increased$309.0M$796.0M0.26%
82846H405
QXO
Increased$282.5M$284.2M0.23%
46120E602
Intuitive Surgical
Increased$281.0M$1.4B0.23%
G6683N103
Nu Holdings Ltd.
Increased$280.6M$4.3B0.23%
8073108
AeroVironment
Reduced-$276.3M$285.4M0.23%
88023B103
Tempus Ai Inc
Reduced-$266.1M$516.2M0.22%
72352L106
Pinterest
Sold out-$250.9M$00.21%
82509L107
Shopify Inc
Reduced-$244.0M$5.0B0.20%
02043Q107
Alnylam Pharmaceuticals
Reduced-$237.7M$1.0B0.20%
16679L109
Chewy Inc
Sold out-$223.2M$00.19%
M98068105
Wix Com
Reduced-$217.2M$296.6M0.18%
883556102
Thermo Fisher Scientific
Increased$208.4M$446.7M0.17%
76954A103
Rivian Automotive Inc
Increased$203.2M$862.9M0.17%
852234103
Block Inc
Reduced-$199.5M$642.8M0.17%
40131M109
Guardant Health
Increased$179.1M$499.5M0.15%
12008R107
Builders Firstsource
Sold out-$178.2M$00.15%
22160N109
CoStar Group
Increased$174.3M$869.6M0.14%
23135106
Amazon.Com
Reduced-$168.3M$6.8B0.14%
G65163100
Joby Aviation Inc
Reduced-$159.5M$654.3M0.13%
91307C102
United Therapeutics
New$157.4M$157.4M0.13%
79589L106
Samsara
Increased$145.5M$1.7B0.12%
88160R101
Tesla Inc
Reduced-$133.2M$603.9M0.11%
51774107
Aurora Innovation Class A Common
Reduced-$120.8M$286.4M0.10%
26622P107
Doximity Inc
Reduced-$117.3M$164.3M0.10%
60937P106
MongoDB Inc
New$112.2M$112.2M0.09%
256677105
Dollar General Corp
Increased$104.7M$440.3M0.09%
90168105
BillionToOne Inc
New$103.8M$103.8M0.09%
70432V102
Paycom Software
Reduced-$94.5M$261.2M0.08%
55354G100
MSCI
Increased$93.5M$485.9M0.08%
817565104
Service Corp.Intl.
Reduced-$92.0M$714.3M0.08%
M7518J104
Oddity
Reduced-$90.5M$286.2M0.08%
98585X104
YETI Holdings
Increased$87.5M$174.3M0.07%
90353T100
Uber Technologies
Reduced-$85.7M$323.7M0.07%
199908104
Comfort Systems USA
Reduced-$84.2M$256.4M0.07%
457730109
Inspire Medical Systems
Sold out-$80.5M$00.07%
60741F104
Mobileye Global Inc.
Reduced-$75.7M$77.0M0.06%
88034P109
Tencent Music Entertainment ADR
Reduced-$75.0M$228.6M0.06%
942622200
Watsco Inc
Reduced-$72.5M$309.1M0.06%
49468101
Atlassian Corp Plc
Increased$71.1M$1.4B0.06%
45784P101
Insulet
Reduced-$63.5M$582.2M0.05%
316841105
Figma Inc
Increased$61.1M$215.4M0.05%
363576109
AJ Gallagher & Co
Reduced-$57.6M$223.9M0.05%
26603R106
Duolingo Inc
Reduced-$56.9M$853.2M0.05%
87151X101
Symbotic
Increased$56.6M$740.2M0.05%
71654V408
Petrobras Common ADR
Reduced-$56.4M$349.9M0.05%
G4124C109
Grab Holdings
Reduced-$56.1M$230.6M0.05%
732908108
Pony AI ADR
Reduced-$53.9M$91.4M0.04%
98138H101
Workday Inc
Reduced-$53.4M$314.7M0.04%
452327109
Illumina
Increased$53.2M$213.4M0.04%
00288U106
Abcellera Biologics Inc
Sold out-$52.4M$00.04%
57636Q104
Mastercard Inc-Class A
Reduced-$51.3M$835.9M0.04%
29414B104
Epam Systems Inc
Increased$49.3M$244.4M0.04%
V5633W109
MakeMyTrip
Reduced-$48.4M$423.3M0.04%
833635105
SQM ADR
Increased$48.0M$428.9M0.04%
G29183103
Eaton
Reduced-$46.6M$214.6M0.04%
52567D107
Lemonade Inc
Increased$46.5M$204.0M0.04%
G3730V105
FTAI Aviation
Increased$45.0M$450.1M0.04%
G7709Q104
Royalty Pharma
Increased$44.3M$657.2M0.04%
311900104
Fastenal
Reduced-$42.6M$76.6M0.04%
60770K107
Moderna Inc
Increased$42.6M$606.9M0.04%
70975L107
Penumbra Inc
Increased$42.3M$272.5M0.04%
01609W102
Alibaba Group Holding Sponsored ADR
Increased$42.1M$108.5M0.03%
30063P105
Exact Sciences
Sold out-$41.8M$00.03%
882508104
Texas Instruments
Reduced-$41.8M$377.8M0.03%
30111207
American Superconductor Corp
Reduced-$41.4M$43.4M0.03%
426281101
Jack Henry & Associates
Increased$40.5M$90.6M0.03%
80517M109
Savers Value Village
Reduced-$40.2M$83.1M0.03%
192422103
Cognex Corp
Reduced-$39.4M$6.2M0.03%
252131107
Dexcom Inc
Reduced-$36.5M$1.0B0.03%
M2682V108
CyberArk Software Ltd
Sold out-$35.6M$00.03%
G1151C101
Accenture 'A'
Increased$35.4M$91.9M0.03%
82835P103
Silvercorp Metals Inc
New$35.2M$35.2M0.03%
24823R105
Denali Therapeutics
Increased$34.9M$203.3M0.03%
91680M107
Upstart Holdings
New$33.2M$33.2M0.03%
59460303
Banco Bradesco Pn ADR
Increased$32.9M$127.5M0.03%
75960P104
Remitly Global Inc
Increased$32.6M$160.9M0.03%
573284106
Martin Marietta Materials
Reduced-$31.8M$721.9M0.03%
94419L101
Wayfair Inc Class A
Increased$31.2M$401.9M0.03%
874039100
TSMC ADR
Reduced-$30.7M$406.1M0.03%
26142V105
DraftKings Inc
Reduced-$30.6M$256.9M0.03%
833445109
Snowflake Inc
Reduced-$30.4M$600.1M0.03%
M7S64H106
monday.com
Reduced-$30.4M$106.8M0.03%
75734B100
Reddit
Reduced-$29.8M$1.4B0.02%
650111107
New York Times Co
Increased$29.4M$210.0M0.02%
570535104
Markel Corp
Increased$28.8M$405.1M0.02%
553368101
MP Materials
Reduced-$27.8M$36.2M0.02%
37611X209
Ginkgo Bioworks Holdings Inc
Reduced-$27.3M$19.9M0.02%
48581R205
Kaspi.kz ADR
Reduced-$25.8M$365.1M0.02%
339750101
Floor & Decor Holdings
Reduced-$24.9M$96.7M0.02%
42068205
Arm Hdgs ADR
Reduced-$23.7M$67.0M0.02%
00827B106
Affirm Holdings Inc Class A
Reduced-$22.7M$408.1M0.02%
922417100
Veeco Instruments
Sold out-$22.6M$00.02%
40415F101
HDFC Bank ADR
Reduced-$22.5M$210.0M0.02%
52769106
Autodesk
Reduced-$21.7M$209.1M0.02%
57060D108
MarketAxess Holdings
Reduced-$21.5M$7.1M0.02%
22266M104
Coursera Inc
Increased$20.7M$107.4M0.02%
12653101
Albemarle Corp
Increased$20.6M$49.9M0.02%
00760J108
Aehr Test Systems
Reduced-$20.0M$26.1M0.02%
75629V104
Recursion Pharmaceuticals Inc
Reduced-$19.8M$97.2M0.02%
498894104
Knife River
Reduced-$19.3M$149.7M0.02%
98978V103
Zoetis Inc
New$19.0M$19.0M0.02%
20717M103
Confluent Inc.
Sold out-$18.8M$00.02%
453204109
Impinj
New$17.9M$17.9M0.01%
87241L109
TFI International Inc
Increased$16.9M$106.6M0.01%
344419106
Fomento Economico Mexicano Sab ADR
Reduced-$16.8M$353.4M0.01%
53566V106
Lineage Inc
Reduced-$16.6M$97.5M0.01%
87043Q108
Sweetgreen
Reduced-$16.2M$72.1M0.01%
79466L302
Salesforce.com
Increased$16.0M$281.6M0.01%
76155X100
Revolution Medicines
New$15.5M$15.5M0.01%
26701L100
Dutch Bros
Increased$14.7M$197.8M0.01%
872540109
TJX Companies
Sold out-$14.6M$00.01%
12504L109
Cbre Group Inc
Reduced-$14.0M$432.0M0.01%
971378104
WillScot Hdgs
Reduced-$13.8M$88.7M0.01%
54975P201
Lufax Holding Ltd
Reduced-$13.8M$20.3M0.01%
799566104
Sana Biotechnology Inc
Reduced-$13.7M$26.9M0.01%
42238D107
HeartFlow
Reduced-$13.6M$87.6M0.01%
278865100
Ecolab
Reduced-$13.5M$181.4M0.01%
679580100
Old Dominion Freight Line
New$13.3M$13.3M0.01%
115236101
Brown & Brown
New$13.2M$13.2M0.01%
742718109
Procter & Gamble
Reduced-$12.7M$128.5M0.01%
G8068L108
SharkNinja
Increased$12.0M$222.5M0.01%
875372203
Tandem Diabetes Care
Increased$11.6M$25.2M0.01%
32654105
Analog Devices
Increased$11.5M$154.2M0.01%
29355A107
Enphase Energy Inc
Reduced-$11.4M$82.9M0.01%
08265T208
Bentley Systems
Increased$11.4M$11.4M0.01%
13646K108
Canadian Pacific Kansas City Ltd
Reduced-$10.9M$22.5M0.01%
19260Q107
Coinbase Global Inc
Reduced-$10.8M$187.5M0.01%
G2519Y108
Credicorp
Reduced-$10.2M$411.2M0.01%
2.6853E+106
Ehang Holdings Ltd ADR
New$10.2M$10.2M0.01%
117043109
Brunswick Corp
Increased$10.1M$124.6M0.01%
92532F100
Vertex Pharmaceuticals Inc
Increased$10.1M$91.2M0.01%
172573107
Circle Internet Group
Reduced-$9.9M$14.8M0.01%
G3323L100
Fabrinet
Increased$9.8M$211.5M0.01%
384109104
Graco
Sold out-$9.8M$00.01%
M6372Q113
Kornit Digital
Increased$9.4M$22.5M0.01%
89377M109
TransMedics Group
Increased$9.2M$38.5M0.01%
11271J107
Brookfield Corp
Reduced-$8.9M$321.9M0.01%
78409V104
S&P Global Inc
Increased$8.7M$378.7M0.01%
461202103
Intuit
Reduced-$8.5M$87.3M0.01%
70450Y103
PayPal
Sold out-$8.4M$00.01%
M6191J100
JFrog Ltd
Increased$8.3M$54.4M0.01%
86150R107
Stoke Therapeutics
New$7.8M$7.8M0.01%
61174X109
Monster Beverage
Increased$7.7M$29.9M0.01%
98423F109
Xometry Inc - A
Increased$7.7M$77.7M0.01%
93403J106
Warby Parker Inc
Reduced-$7.6M$5.0M0.01%
269817102
Eagle Point Income
Sold out-$7.4M$00.01%
45104G104
ICICI Bank ADR
Reduced-$7.3M$140.3M0.01%
17275R102
Cisco Systems
Increased$7.3M$77.5M0.01%
482497104
KE Holdings ADR
Reduced-$7.2M$2,0170.01%
00790R104
Advanced Drainage Systems
Reduced-$7.2M$325.0M0.01%
456788108
Infosys Ltd ADR
Reduced-$7.1M$37.5M0.01%
04965M106
Atour Lifestyle Hdgs ADR
New$7.0M$7.0M0.01%
36752103
Elevance Health Inc
Reduced-$6.8M$693.4M0.01%
783513203
Ryanair ADR
Increased$6.8M$818.9M0.01%
58506Q109
Medpace Holdings
Increased$6.6M$307.3M0.01%
Q4982L109
IREN
Reduced-$6.5M$19.9M0.01%
30040W108
Eversource Energy
Reduced-$6.5M$9.4M0.01%
682189105
On Semiconductor Corp
Increased$6.2M$255.9M0.01%
74767V109
QuantumScape Corp
Reduced-$5.8M$15.2M0.00%
7.434E+107
Progyny
Increased$5.4M$32.4M0.00%
253868103
Digital Realty Trust REIT
Increased$5.2M$6.3M0.00%
704326107
Paychex
Reduced-$5.0M$34.1M0.00%
90184D100
Twist Bioscience Corp
Increased$4.9M$40.5M0.00%
42250P103
Healthpeak Properties Inc REIT
Increased$4.9M$5.9M0.00%
44980X109
IPG Photonics Corp
Reduced-$4.8M$27.5M0.00%
G17977110
Burford Capital
Reduced-$4.8M$3.6M0.00%
80810D103
Schrodinger
Reduced-$4.6M$14.9M0.00%
07373V105
Beam Therapeutics
Increased$4.3M$11.5M0.00%
G29018101
dLocal
Increased$4.2M$42.4M0.00%
244199105
Deere & Co
Reduced-$3.8M$244.3M0.00%
855244109
Starbucks Corp
Reduced-$3.8M$54.4M0.00%
91324P102
UnitedHealth
Reduced-$3.7M$13.1M0.00%
127387108
Cadence Design Systems
Reduced-$3.6M$9.1M0.00%
98954M101
Zillow Group Inc Class A
Reduced-$3.6M$3.1M0.00%
465562106
Itau Unibanco Holding SA-ADR
Reduced-$3.4M$69.1M0.00%
16935C109
Chime Financial Inc
Increased$3.4M$17.1M0.00%
913915104
Universal Technical Institute
Reduced-$3.4M$15.5M0.00%
553498106
MSA Safety
Reduced-$3.2M$11.1M0.00%
871607107
Synopsys
Reduced-$3.2M$9.9M0.00%
04626A103
Astera Labs
Reduced-$3.1M$42.1M0.00%
88162G103
Tetra Tech
Reduced-$3.1M$14.4M0.00%
03213A104
Amplitude
Increased$3.0M$31.8M0.00%
30161N101
Exelon Corporation
Reduced-$3.0M$13.5M0.00%
03782L101
Appian Corp
Increased$2.9M$33.3M0.00%
26884L109
Eqt Corp
Increased$2.9M$17.9M0.00%
620076307
Motorola Solutions
Reduced-$2.9M$14.9M0.00%
65339F101
NextEra Energy
Reduced-$2.8M$16.6M0.00%
48553T106
Kanzhun ADR
Increased$2.8M$202.9M0.00%
P31076105
Copa Holdings S A
Increased$2.8M$331.3M0.00%
03027X100
American Tower Corp REIT
Reduced-$2.7M$9.9M0.00%
46436E759
ETFS Ishares Esg Advanced Msci Eafe
Sold out-$2.7M$00.00%
12653200
Albemarle 7.25 Conv Pref 2027
Increased$2.5M$7.1M0.00%
11285B108
Brookfield Renewable
Reduced-$2.4M$15.8M0.00%
50077B207
Kratos Defense & Security
Increased$2.4M$21.4M0.00%
929740108
Wabtec
Reduced-$2.4M$15.7M0.00%
349553107
Fortis
Reduced-$2.2M$13.8M0.00%
71654V101
Petrobras Pref ADR
Reduced-$2.1M$42.5M0.00%
191216100
Coca Cola
Increased$2.1M$53.2M0.00%
142339100
Carlisle Companies
Reduced-$2.0M$7.3M0.00%
83089J108
SkyWater Technology
Reduced-$1.9M$28.4M0.00%
718172109
Philip Morris Intl
Increased$1.8M$4.9M0.00%
12572Q105
CME Group Inc
Reduced-$1.8M$121.8M0.00%
91688F104
Upwork Inc
Reduced-$1.5M$20.4M0.00%
12685JAG0
Cable One Convertible 1.125 2028
Increased$1.4M$7.7M0.00%
92939U106
WEC Energy Group
Reduced-$1.4M$13.7M0.00%
74276L105
PROCEPT BioRobotics
Increased$1.3M$32.0M0.00%
74144T108
T. Rowe Price
Reduced-$1.3M$49.4M0.00%
G0896C103
BBB Foods
Increased$1.3M$6.5M0.00%
78349D107
RxSight Inc
Increased$1.1M$7.2M0.00%
743315103
Progressive
Reduced-$1.1M$12.4M0.00%
26875P101
EOG Resources
Reduced-$1.0M$15.1M0.00%
842587107
Southern
Reduced-$991,532$13.5M0.00%
866674104
Sun Communities Inc REIT
Reduced-$981,043$5.2M0.00%
615369105
Moody's Corp
Reduced-$969,738$351.0M0.00%
580135101
McDonald's
Reduced-$889,642$38.8M0.00%
654106103
Nike
Reduced-$759,949$8.1M0.00%
98954M200
Zillow Group Inc Class C
Reduced-$696,457$50.4M0.00%
37833100
Apple
Reduced-$672,128$180.3M0.00%
74340W103
Prologis Inc REIT
Reduced-$649,142$5.3M0.00%
15189T107
Centerpoint Energy, Inc.
Increased$611,096$15.4M0.00%
22788C105
CrowdStrike Holdings
Reduced-$602,009$13.1M0.00%
59520106
Banco De Chile ADR
Reduced-$528,122$27.8M0.00%
2.8176E+112
Edwards Lifesciences Corp
Reduced-$488,136$44.0M0.00%
437076102
Home Depot
Reduced-$430,577$51.9M0.00%
571748102
Marsh & McLennan
Reduced-$426,991$16.2M0.00%
09769B206
Bolt Projects Holdings Inc.
Reduced-$367,527$98,5090.00%
N00985106
AerCap Hdgs
Increased$366,254$2.3M0.00%
25609L105
Docebo
Sold out-$364,555$00.00%
713448108
Pepsico
Increased$269,373$93.3M0.00%
53815P108
Liveramp Holdings Inc
Reduced-$256,084$27.6M0.00%
00724F101
Adobe Inc.
Reduced-$139,418$17.7M0.00%
358039105
Freshpet Inc
Increased$137,358$1.4M0.00%
09857L108
Booking Holdings Inc
Reduced-$134,368$16.4M0.00%
G5960L103
Medtronic
Increased$90,508$45.6M0.00%
281020107
Edison International
Increased$89,586$1.1M0.00%
835699307
Sony ADR
New$39,706$39,7060.00%
72703X106
Planet Labs
New$32,282$32,2820.00%
904767704
Unilever Spn.Adr 1:1
Sold out-$27,032$00.00%
904767803
Unilever Spn.Adr 1:1
New$26,487$26,4870.00%
G6674U108
Novocure Ltd
Reduced-$24,407$14.5M0.00%
880770102
Teradyne
Increased$23,060$66,0040.00%
209115104
Consolidated Edison
Reduced-$22,911$1.9M0.00%
911363109
United Rentals
Sold out-$21,003$00.00%
767204100
Rio Tinto Spn.Adr 1:1
Increased$19,031$41,9360.00%
6.529E+105
Nextracker
Increased$18,976$36,5860.00%
535555106
Lindsay Manufacturing Co
New$16,148$16,1480.00%
443510607
Hubbell
Increased$12,585$31,0880.00%
35969L108
Full Truck Alliance Co Ltd ADR
New$12,425$12,4250.00%
N5505D105
The Magnum Ice Cream Company (US)
New$10,731$10,7310.00%
29476L107
Equity Residential REIT
Reduced-$8,562$7.4M0.00%
8.9151E+113
Total Fina ADR
Sold out-$8,237$00.00%
G25508105
CRH Plc
Increased$7,290$63,5230.00%
03524A108
Anheuser-Busch Inbev ADR
Sold out-$7,094$00.00%
H42097107
UBS Group (US)
Sold out-$7,052$00.00%
85472N109
Stantec Inc
Reduced-$5,526$39,0240.00%
670100205
Novo Nordisk 'B' Adr 1:1
Increased$4,810$22,2340.00%
15234Q207
AXIA ENERGIA-ADR PREF
New$2,418$2,4180.00%
G98196101
WNS Global Services
Sold out-$1,983$00.00%
50202M102
Li Auto ADR
Reduced-$1,662$8970.00%
922475108
Veeva Systems Inc Class A
Reduced-$1,574$10,9380.00%
07725L102
BeOne Medicines Ltd ADR
Reduced-$903$1,8230.00%
15236F100
Axia Energia- ADR Pref C
New$595$5950.00%
56752108
Baidu.com Sponsored ADR
Reduced-$428$3,9200.00%

Evidence

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