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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

282 changes from Baillie Gifford, filed 2026-05-08 for period end 2026-03-31.

$97.9B portfolio value
StockActionChangeCurrentPortfolio Impact
81141R100
Sea Ltd ADR
Reduced-$1.7B$3.3B1.70%
82509L107
Shopify Inc
Reduced-$1.6B$3.4B1.61%
03831W108
AppLovin
Reduced-$1.5B$2.7B1.52%
58733R102
MercadoLibre
Reduced-$1.4B$5.6B1.45%
64110L106
Netflix Inc
Reduced-$1.4B$2.1B1.40%
594918104
Microsoft
Reduced-$1.2B$1.4B1.27%
22266T109
Coupang
Reduced-$1.2B$2.3B1.19%
67066G104
NVIDIA
Reduced-$1.1B$7.1B1.10%
23135106
Amazon.Com
Reduced-$932.4M$5.9B0.95%
L8681T102
Spotify Technology SA
Reduced-$852.9M$4.0B0.87%
88339J105
The Trade Desk
Reduced-$843.3M$3.4M0.86%
G6683N103
Nu Holdings Ltd.
Reduced-$763.4M$3.5B0.78%
25809K105
Doordash Inc
Reduced-$717.7M$1.1B0.73%
49468101
Atlassian Corp Plc
Reduced-$687.1M$680.0M0.70%
722304102
PDD Holdings Inc
Reduced-$621.6M$2.9B0.64%
71654V408
Petrobras Common ADR
Increased$572.2M$922.1M0.58%
30303M102
Meta Platforms Inc
Reduced-$558.8M$2.3B0.57%
771049103
Roblox
Reduced-$534.0M$1.2B0.55%
G2519Y108
Credicorp
Increased$514.6M$925.8M0.53%
852234103
Block Inc
Reduced-$482.4M$160.5M0.49%
G3730V105
FTAI Aviation
Sold out-$450.1M$00.46%
60770K107
Moderna Inc
Increased$408.4M$1.0B0.42%
75734B100
Reddit
Reduced-$390.7M$984.2M0.40%
26875P101
EOG Resources
Increased$377.9M$393.0M0.39%
26603R106
Duolingo Inc
Reduced-$372.6M$480.6M0.38%
78409V104
S&P Global Inc
Reduced-$361.7M$16.9M0.37%
36752103
Elevance Health Inc
Reduced-$350.0M$343.3M0.36%
22160N109
CoStar Group
Reduced-$320.6M$549.1M0.33%
783513203
Ryanair ADR
Reduced-$285.7M$533.2M0.29%
79466L302
Salesforce.com
Sold out-$281.6M$00.29%
718172109
Philip Morris Intl
Increased$266.9M$271.9M0.27%
46120E602
Intuitive Surgical
Reduced-$261.4M$1.2B0.27%
29414B104
Epam Systems Inc
Sold out-$244.4M$00.25%
35671D857
Freeport-Mcmoran Copper
New$234.5M$234.5M0.24%
26884L109
Eqt Corp
Increased$232.3M$250.2M0.24%
02043Q107
Alnylam Pharmaceuticals
Reduced-$209.1M$825.1M0.21%
76954A103
Rivian Automotive Inc
Reduced-$203.4M$659.5M0.21%
833445109
Snowflake Inc
Reduced-$196.5M$403.7M0.20%
363576109
AJ Gallagher & Co
Reduced-$195.0M$28.9M0.20%
866966104
Sunbelt Rentals Holdings Inc - US line
New$194.9M$194.9M0.20%
94419L101
Wayfair Inc Class A
Reduced-$186.6M$215.3M0.19%
M7518J104
Oddity
Reduced-$181.6M$104.6M0.19%
29358P101
The Ensign Group
Increased$176.5M$972.5M0.18%
23804L103
Datadog
Reduced-$174.9M$363.8M0.18%
02079K107
Alphabet Inc Class C
Reduced-$173.3M$1.0B0.18%
N3167Y103
Ferrari NV
Reduced-$165.5M$1.3B0.17%
00827B106
Affirm Holdings Inc Class A
Reduced-$165.1M$243.0M0.17%
75524B104
RBC Bearings
New$159.8M$159.8M0.16%
45784P101
Insulet
Reduced-$156.4M$425.9M0.16%
57636Q104
Mastercard Inc-Class A
Reduced-$153.3M$682.6M0.16%
40131M109
Guardant Health
Reduced-$143.0M$356.5M0.15%
G65163100
Joby Aviation Inc
Reduced-$138.7M$515.6M0.14%
88034P109
Tencent Music Entertainment ADR
Reduced-$138.3M$90.3M0.14%
98138H101
Workday Inc
Reduced-$136.9M$177.7M0.14%
V5633W109
MakeMyTrip
Increased$136.5M$559.8M0.14%
79589L106
Samsara
Increased$133.4M$1.8B0.14%
922475108
Veeva Systems Inc Class A
Increased$129.1M$129.1M0.13%
88023B103
Tempus Ai Inc
Reduced-$125.1M$391.1M0.13%
88160R101
Tesla Inc
Reduced-$119.8M$484.1M0.12%
92837L109
Vista Energy Sab De Cv ADR
New$118.3M$118.3M0.12%
G7709Q104
Royalty Pharma
Increased$117.8M$775.0M0.12%
05464C101
Axon Enterprise Inc
Increased$111.8M$1.0B0.11%
26856L103
e.l.f. Beauty
Reduced-$110.1M$435.7M0.11%
M7S64H106
monday.com
Sold out-$106.8M$00.11%
942622200
Watsco Inc
Increased$104.6M$413.7M0.11%
883556102
Thermo Fisher Scientific
Reduced-$103.4M$343.3M0.11%
26142V105
DraftKings Inc
Reduced-$100.9M$156.0M0.10%
316841105
Figma Inc
Reduced-$97.5M$117.9M0.10%
8073108
AeroVironment
Reduced-$97.4M$187.9M0.10%
339750101
Floor & Decor Holdings
Sold out-$96.7M$00.10%
91307C102
United Therapeutics
Increased$96.5M$253.9M0.10%
12504L109
Cbre Group Inc
Reduced-$95.0M$337.0M0.10%
117043109
Brunswick Corp
Increased$85.7M$210.3M0.09%
573284106
Martin Marietta Materials
Reduced-$81.8M$640.1M0.08%
87151X101
Symbotic
Reduced-$76.3M$663.9M0.08%
26622P107
Doximity Inc
Reduced-$74.9M$89.5M0.08%
70432V102
Paycom Software
Reduced-$74.3M$186.8M0.08%
570535104
Markel Corp
Reduced-$70.0M$335.1M0.07%
48553T106
Kanzhun ADR
Reduced-$69.7M$133.2M0.07%
498894104
Knife River
Increased$68.1M$217.9M0.07%
256677105
Dollar General Corp
Reduced-$65.9M$374.3M0.07%
58506Q109
Medpace Holdings
Reduced-$65.6M$241.6M0.07%
773121108
Rocket Lab Corp
Reduced-$61.9M$1.2B0.06%
42238D107
HeartFlow
Reduced-$61.2M$26.4M0.06%
90353T100
Uber Technologies
Reduced-$59.5M$264.3M0.06%
G4124C109
Grab Holdings
Reduced-$59.1M$171.5M0.06%
36118L106
Futu Hdgs ADR
New$54.9M$54.9M0.06%
88642R109
Tidewater
New$54.8M$54.8M0.06%
11271J107
Brookfield Corp
Reduced-$54.1M$267.8M0.06%
199908104
Comfort Systems USA
Increased$54.0M$310.4M0.06%
52769106
Autodesk
Reduced-$53.7M$155.4M0.05%
252131107
Dexcom Inc
Reduced-$52.6M$979.7M0.05%
M98068105
Wix Com
Reduced-$51.6M$245.0M0.05%
60741F104
Mobileye Global Inc.
Reduced-$48.5M$28.4M0.05%
40415F101
HDFC Bank ADR
Reduced-$47.3M$162.7M0.05%
60937P106
MongoDB Inc
Reduced-$46.8M$65.4M0.05%
26701L100
Dutch Bros
Reduced-$46.1M$151.7M0.05%
00790R104
Advanced Drainage Systems
Reduced-$44.2M$280.8M0.05%
244199105
Deere & Co
Increased$40.2M$284.5M0.04%
09075V102
BioNTech ADR
Reduced-$40.1M$78.4M0.04%
98585X104
YETI Holdings
Reduced-$39.0M$135.2M0.04%
P31076105
Copa Holdings S A
Reduced-$38.0M$293.3M0.04%
02079K305
Alphabet Inc Class A
Reduced-$37.1M$559.9M0.04%
650111107
New York Times Co
Increased$33.8M$243.8M0.03%
833635105
SQM ADR
Increased$33.1M$461.9M0.03%
98423F109
Xometry Inc - A
Reduced-$31.8M$45.9M0.03%
732908108
Pony AI ADR
Reduced-$31.3M$60.0M0.03%
18915M107
Cloudflare Inc
Reduced-$31.0M$3.3B0.03%
52567D107
Lemonade Inc
Reduced-$30.6M$173.4M0.03%
11135F101
Broadcom Inc
New$29.6M$29.6M0.03%
G3323L100
Fabrinet
Increased$28.7M$240.2M0.03%
24823R105
Denali Therapeutics
Increased$28.4M$231.7M0.03%
83089J108
SkyWater Technology
Sold out-$28.4M$00.03%
71654V101
Petrobras Pref ADR
Increased$27.8M$70.2M0.03%
874039100
TSMC ADR
Increased$27.2M$433.3M0.03%
55354G100
MSCI
Reduced-$26.4M$459.4M0.03%
42068205
Arm Hdgs ADR
Increased$25.6M$92.6M0.03%
75629V104
Recursion Pharmaceuticals Inc
Reduced-$24.6M$72.7M0.03%
75960P104
Remitly Global Inc
Increased$24.3M$185.2M0.02%
452327109
Illumina
Reduced-$24.2M$189.2M0.02%
G1151C101
Accenture 'A'
Reduced-$24.0M$68.0M0.02%
22266M104
Coursera Inc
Reduced-$22.1M$85.3M0.02%
53332102
AutoZone
Reduced-$21.0M$271.2M0.02%
91688F104
Upwork Inc
Sold out-$20.4M$00.02%
82846H405
QXO
Reduced-$19.7M$264.6M0.02%
32654105
Analog Devices
Reduced-$19.1M$135.1M0.02%
172573107
Circle Internet Group
Increased$18.7M$33.4M0.02%
80517M109
Savers Value Village
Reduced-$18.6M$64.4M0.02%
87043Q108
Sweetgreen
Reduced-$18.6M$53.5M0.02%
882508104
Texas Instruments
Increased$18.1M$395.9M0.02%
59520106
Banco De Chile ADR
Reduced-$17.7M$10.1M0.02%
615369105
Moody's Corp
Reduced-$17.6M$333.4M0.02%
90184D100
Twist Bioscience Corp
Increased$17.3M$57.7M0.02%
G8068L108
SharkNinja
Reduced-$17.2M$205.4M0.02%
344419106
Fomento Economico Mexicano Sab ADR
Reduced-$16.0M$337.4M0.02%
51774107
Aurora Innovation Class A Common
Increased$15.4M$301.8M0.02%
04626A103
Astera Labs
Reduced-$15.2M$26.9M0.02%
61174X109
Monster Beverage
Reduced-$15.1M$14.8M0.02%
590106100
Merlin Inc
New$14.8M$14.8M0.02%
13646K108
Canadian Pacific Kansas City Ltd
Reduced-$14.8M$7.7M0.02%
48581R205
Kaspi.kz ADR
Increased$14.4M$379.5M0.01%
553368101
MP Materials
Reduced-$14.3M$21.9M0.01%
426281101
Jack Henry & Associates
Reduced-$14.2M$76.5M0.01%
53566V106
Lineage Inc
Reduced-$13.8M$83.7M0.01%
03213A104
Amplitude
Reduced-$13.8M$18.0M0.01%
45104G104
ICICI Bank ADR
Reduced-$13.1M$127.2M0.01%
456788108
Infosys Ltd ADR
Reduced-$12.6M$25.0M0.01%
461202103
Intuit
Reduced-$11.7M$75.6M0.01%
7.434E+107
Progyny
Reduced-$11.7M$20.7M0.01%
01609W102
Alibaba Group Holding Sponsored ADR
Reduced-$11.7M$96.9M0.01%
03782L101
Appian Corp
Reduced-$11.5M$21.8M0.01%
29355A107
Enphase Energy Inc
Increased$11.4M$94.3M0.01%
00760J108
Aehr Test Systems
Increased$11.1M$37.1M0.01%
86150R107
Stoke Therapeutics
Increased$10.9M$18.7M0.01%
971378104
WillScot Hdgs
Reduced-$10.7M$78.0M0.01%
98954M200
Zillow Group Inc Class C
Reduced-$10.5M$40.0M0.01%
82835P103
Silvercorp Metals Inc
Increased$10.3M$45.5M0.01%
682189105
On Semiconductor Corp
Increased$9.6M$265.5M0.01%
30040W108
Eversource Energy
Sold out-$9.4M$00.01%
87241L109
TFI International Inc
Reduced-$9.3M$97.3M0.01%
311900104
Fastenal
Increased$9.3M$85.9M0.01%
38336103
AptarGroup
New$9.2M$9.2M0.01%
19260Q107
Coinbase Global Inc
Increased$8.8M$196.3M0.01%
2.8176E+112
Edwards Lifesciences Corp
Reduced-$8.8M$35.3M0.01%
Q4982L109
IREN
Increased$8.5M$28.4M0.01%
89377M109
TransMedics Group
Reduced-$8.2M$30.3M0.01%
654106103
Nike
Reduced-$8.1M$35,7060.01%
781154109
Rubrik
New$8.1M$8.1M0.01%
799566104
Sana Biotechnology Inc
Reduced-$7.9M$19.0M0.01%
74276L105
PROCEPT BioRobotics
Reduced-$7.6M$24.3M0.01%
91324P102
UnitedHealth
Reduced-$7.5M$5.5M0.01%
74144T108
T. Rowe Price
Reduced-$7.5M$42.0M0.01%
12653101
Albemarle Corp
Increased$7.3M$57.2M0.01%
11285B108
Brookfield Renewable
Reduced-$6.9M$8.9M0.01%
M6191J100
JFrog Ltd
Reduced-$6.7M$47.7M0.01%
58507V107
Medline Inc
Increased$6.7M$443.9M0.01%
74767V109
QuantumScape Corp
Reduced-$6.2M$9.0M0.01%
G29183103
Eaton
Increased$6.2M$220.8M0.01%
G5960L103
Medtronic
Reduced-$6.0M$39.6M0.01%
351858105
Franco-Nevada Corp
New$5.9M$5.9M0.01%
80810D103
Schrodinger
Reduced-$5.8M$9.1M0.01%
00724F101
Adobe Inc.
Reduced-$5.8M$11.8M0.01%
30111207
American Superconductor Corp
Increased$5.6M$49.0M0.01%
59460303
Banco Bradesco Pn ADR
Increased$5.4M$132.8M0.01%
12572Q105
CME Group Inc
Increased$5.3M$127.1M0.01%
743315103
Progressive
Reduced-$5.3M$7.2M0.01%
37611X209
Ginkgo Bioworks Holdings Inc
Reduced-$5.2M$14.7M0.01%
54975P201
Lufax Holding Ltd
Reduced-$5.0M$15.3M0.01%
571748102
Marsh & McLennan
Reduced-$5.0M$11.2M0.01%
88162G103
Tetra Tech
Reduced-$4.9M$9.4M0.01%
913915104
Universal Technical Institute
Increased$4.9M$20.5M0.01%
G29018101
dLocal
Reduced-$4.8M$37.5M0.00%
91680M107
Upstart Holdings
Reduced-$4.8M$28.4M0.00%
742718109
Procter & Gamble
Reduced-$4.4M$124.1M0.00%
16935C109
Chime Financial Inc
Reduced-$4.4M$12.7M0.00%
90168105
BillionToOne Inc
Reduced-$4.3M$99.5M0.00%
704326107
Paychex
Reduced-$4.3M$29.8M0.00%
875372203
Tandem Diabetes Care
Reduced-$4.3M$20.9M0.00%
817565104
Service Corp.Intl.
Reduced-$4.3M$710.0M0.00%
08265T208
Bentley Systems
Increased$4.3M$15.6M0.00%
713448108
Pepsico
Increased$4.1M$97.4M0.00%
842587107
Southern
Reduced-$4.0M$9.4M0.00%
09857L108
Booking Holdings Inc
Reduced-$3.9M$12.5M0.00%
37833100
Apple
Reduced-$3.7M$176.7M0.00%
871607107
Synopsys
Reduced-$3.7M$6.3M0.00%
349553107
Fortis
Reduced-$3.7M$10.2M0.00%
278865100
Ecolab
Increased$3.6M$185.0M0.00%
70975L107
Penumbra Inc
Increased$3.5M$276.0M0.00%
65339F101
NextEra Energy
Reduced-$3.5M$13.2M0.00%
53815P108
Liveramp Holdings Inc
Reduced-$3.4M$24.2M0.00%
44980X109
IPG Photonics Corp
Increased$3.4M$30.9M0.00%
127387108
Cadence Design Systems
Reduced-$3.1M$5.9M0.00%
2.6853E+106
Ehang Holdings Ltd ADR
Reduced-$3.1M$7.1M0.00%
78349D107
RxSight Inc
Reduced-$3.0M$4.3M0.00%
12685JAG0
Cable One Convertible 1.125 2028
Reduced-$2.9M$4.8M0.00%
G6674U108
Novocure Ltd
Reduced-$2.8M$11.7M0.00%
30161N101
Exelon Corporation
Reduced-$2.8M$10.7M0.00%
553498106
MSA Safety
Reduced-$2.8M$8.3M0.00%
679580100
Old Dominion Freight Line
Increased$2.7M$16.1M0.00%
76155X100
Revolution Medicines
Increased$2.7M$18.2M0.00%
92939U106
WEC Energy Group
Reduced-$2.6M$11.0M0.00%
50077B207
Kratos Defense & Security
Reduced-$2.6M$18.9M0.00%
22788C105
CrowdStrike Holdings
Reduced-$2.6M$10.5M0.00%
07373V105
Beam Therapeutics
Reduced-$2.3M$9.2M0.00%
57060D108
MarketAxess Holdings
Reduced-$2.3M$4.8M0.00%
929740108
Wabtec
Reduced-$2.2M$13.5M0.00%
92532F100
Vertex Pharmaceuticals Inc
Reduced-$2.1M$89.0M0.00%
437076102
Home Depot
Reduced-$2.0M$50.0M0.00%
17275R102
Cisco Systems
Reduced-$1.9M$75.6M0.00%
G17977110
Burford Capital
Reduced-$1.9M$1.6M0.00%
209115104
Consolidated Edison
Sold out-$1.9M$00.00%
580135101
McDonald's
Reduced-$1.7M$37.1M0.00%
855244109
Starbucks Corp
Increased$1.7M$56.0M0.00%
142339100
Carlisle Companies
Reduced-$1.6M$5.7M0.00%
12653200
Albemarle 7.25 Conv Pref 2027
Increased$1.5M$8.5M0.00%
93403J106
Warby Parker Inc
Reduced-$1.4M$3.6M0.00%
620076307
Motorola Solutions
Increased$1.3M$16.2M0.00%
03027X100
American Tower Corp REIT
Reduced-$1.2M$8.6M0.00%
98954M101
Zillow Group Inc Class A
Reduced-$1.2M$1.9M0.00%
15189T107
Centerpoint Energy, Inc.
Reduced-$1.2M$14.2M0.00%
115236101
Brown & Brown
Reduced-$1.2M$12.1M0.00%
253868103
Digital Realty Trust REIT
Increased$1.0M$7.3M0.00%
04965M106
Atour Lifestyle Hdgs ADR
Reduced-$959,791$6.0M0.00%
358039105
Freshpet Inc
Reduced-$938,972$499,0370.00%
191216100
Coca Cola
Increased$866,636$54.1M0.00%
N00985106
AerCap Hdgs
Reduced-$833,077$1.5M0.00%
29476L107
Equity Residential REIT
Reduced-$798,407$6.6M0.00%
74340W103
Prologis Inc REIT
Reduced-$647,293$4.7M0.00%
M6372Q113
Kornit Digital
Reduced-$489,844$22.0M0.00%
866674104
Sun Communities Inc REIT
Reduced-$439,475$4.8M0.00%
42250P103
Healthpeak Properties Inc REIT
Reduced-$404,368$5.5M0.00%
G0896C103
BBB Foods
Increased$385,806$6.9M0.00%
281020107
Edison International
Increased$248,724$1.4M0.00%
98978V103
Zoetis Inc
Increased$198,010$19.2M0.00%
465562106
Itau Unibanco Holding SA-ADR
Reduced-$140,873$69.0M0.00%
09769B206
Bolt Projects Holdings Inc.
Reduced-$83,714$14,7950.00%
35473P710
ETFS Franklin Ftse South Korea Etf
New$34,063$34,0630.00%
192422103
Cognex Corp
Increased$30,644$6.3M0.00%
F92124100
TotalEnergies SE (US)
New$20,925$20,9250.00%
458140100
Intel Corporation
New$20,697$20,6970.00%
880770102
Teradyne
Reduced-$20,646$45,3580.00%
670100205
Novo Nordisk 'B' Adr 1:1
Reduced-$19,220$3,0140.00%
780087102
Royal Bank of Canada, The
New$15,147$15,1470.00%
G25508105
CRH Plc
Reduced-$14,853$48,6700.00%
6.529E+105
Nextracker
Increased$14,045$50,6310.00%
72703X106
Planet Labs
Increased$13,472$45,7540.00%
767204100
Rio Tinto Spn.Adr 1:1
Increased$13,105$55,0410.00%
00215W100
Ase Technology Holding Co Ltd ADR
New$9,192$9,1920.00%
835699307
Sony ADR
Reduced-$5,095$34,6110.00%
904767803
Unilever Spn.Adr 1:1
Reduced-$4,725$21,7620.00%
85472N109
Stantec Inc
Reduced-$3,434$35,5900.00%
443510607
Hubbell
Increased$3,264$34,3520.00%
35969L108
Full Truck Alliance Co Ltd ADR
Reduced-$2,814$9,6110.00%
15234Q207
AXIA ENERGIA-ADR PREF
Increased$2,624$5,0420.00%
56752108
Baidu.com Sponsored ADR
Reduced-$2,472$1,4480.00%
482497104
KE Holdings ADR
Sold out-$2,017$00.00%
453204109
Impinj
Increased$1,561$17.9M0.00%
50202M102
Li Auto ADR
Sold out-$897$00.00%
N5505D105
The Magnum Ice Cream Company (US)
Reduced-$804$9,9270.00%
07725L102
BeOne Medicines Ltd ADR
Reduced-$338$1,4850.00%
535555106
Lindsay Manufacturing Co
Increased$165$16,3130.00%
15236F100
Axia Energia- ADR Pref C
Increased$158$7530.00%

Evidence

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