Filing analysis
Baillie Gifford
13F-HR · period Q3 2025 · filed Oct 31, 2025
$135.00BReported 13F value
905Positions
4Other managers included
+18New
42Increased
187Reduced
−18Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| COIN Coinbase Global, Inc. | $198.25M | 0.1% |
| KNF Knife River Corporation | $169.02M | 0.1% |
| FIG Figma, Inc. | $154.24M | 0.1% |
| HTFL Heartflow, Inc. Common Stock | $101.18M | 0.1% |
| ARM Arm Holdings plc American… | $90.68M | 0.1% |
| BABA Alibaba Group Holding Limited | $66.42M | 0.0% |
| IREN IREN Limited | $26.42M | 0.0% |
| KTOS Kratos Defense & Security… | $19.05M | 0.0% |
| UTI Universal Technical… | $18.90M | 0.0% |
| ADBE Adobe Inc. | $17.82M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| APP AppLovin Corporation | ▼ Trim | -2.4% | $4.49B |
| MELI MercadoLibre, Inc. | ▼ Trim | -5.4% | $7.75B |
| SPOT Spotify Technology S.A. | ▼ Trim | -9.7% | $6.07B |
| NVDA NVIDIA Corporation | ▼ Trim | -5.1% | $8.69B |
| SHOP Shopify Inc. | ▼ Trim | -6.1% | $5.27B |
| NFLX Netflix, Inc. | ▼ Trim | -6.5% | $4.37B |
| TTD The Trade Desk, Inc. | ▼ Trim | -5.2% | $1.43B |
| PDD PDD Holdings Inc. | ▼ Trim | -7.5% | $4.20B |
| ISRG Intuitive Surgical, Inc. | ▼ Trim | -16.4% | $1.16B |
| SE Sea Limited | ▼ Trim | -3.7% | $7.17B |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.