Filing analysis
Baillie Gifford
13F-HR · period Q4 2025 · filed Jan 23, 2026
$120.34BReported 13F value
902Positions
4Other managers included
+20New
68Increased
158Reduced
−19Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| MDLN Medline Inc. | $437.24M | 0.4% |
| UTHR United Therapeutics… | $157.39M | 0.1% |
| MDB MongoDB, Inc. | $112.20M | 0.1% |
| BLLN BillionToOne, Inc. | $103.79M | 0.1% |
| SVM Silvercorp Metals Inc. | $35.25M | 0.0% |
| UPST Upstart Holdings, Inc. | $33.19M | 0.0% |
| ZTS Zoetis Inc. | $18.98M | 0.0% |
| PI Impinj, Inc. | $17.88M | 0.0% |
| RVMD Revolution Medicines, Inc. | $15.53M | 0.0% |
| ODFL Old Dominion Freight Line… | $13.32M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| SE Sea Limited | ▼ Trim | -3.3% | $4.94B |
| RBLX Roblox Corporation | ▼ Trim | -7.5% | $1.75B |
| CPNG Coupang, Inc. | ▼ Trim | -2.8% | $3.45B |
| NET Cloudflare, Inc. | ▼ Trim | -23.0% | $3.32B |
| SPOT Spotify Technology S.A. | ▼ Trim | -4.2% | $4.84B |
| DDOG Datadog, Inc. | ▼ Trim | -65.3% | $538.73M |
| META Meta Platforms, Inc. | ▼ Trim | -16.8% | $2.90B |
| NFLX Netflix, Inc. | ▲ Add | +1.2% ✂ | $3.46B |
| AXON Axon Enterprise, Inc. | ▲ Add | +1198.7% | $932.87M |
| MELI MercadoLibre, Inc. | ▲ Add | +5.0% | $7.01B |
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.