BAILLIE GIFFORD & CO
Q4 2023 Form 13-F

EDINBURGH
CIK 0001088875 · CRD 110296 · SEC-registered investment adviser
Consolidated report · includes 4 managers since Q2 2013
$126.2B Reported Value Total

BAILLIE GIFFORD OVERSEAS LTD reports 352 total accounts under management (AUM). There are 340 discretionary accounts valued at $180,088,598,641, and 12 non-discretionary accounts valued at $6,544,394,940.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary & Non-Discretionary
Firm Brochure (Part 2A)
Private funds (Form ADV)
2 funds · $299.1M gross asset value
Other: $299.1M
Source: Form ADV filed 2026-07-13
Reported value
$126.2B
Quarter over quarter
+16.8%
Holdings
288
Top-10 concentration
40.6%

Filing Structure

Reports holdings for

  • SEI INVESTMENTS COMPANY · File #028-16454 · Q4 2024 – Q1 2026 · declared by one filing
  • 1832 Asset Management L P · File #028-11685 · Q1 2024 – Q1 2026 · declared by one filing
  • First Trust Bank Ltd · File #028-12532 · Q1 2024 – Q4 2025 · declared by one filing
  • NORTHERN TRUST CORPORATION · File #028-00290 · Q1 2024 – Q3 2025 · declared by one filing
  • London LGPS CIV Ltd (not a 13F filer in our records) · File #028-24368 · Q2 2024 – Q4 2024 · declared by one filing
  • VOYA INVESTMENTS LLC · File #028-04547 · Q1 2024 – Q1 2024 · declared by one filing
  • BAILLIE GIFFORD LIFE LTD (not a 13F filer in our records) · File #028-10595 · Q2 2013 – Q3 2018
  • GUARDIAN BAILLIE GIFFORD LTD (not a 13F filer in our records) · Q2 2013 – Q2 2013

Key People

Form ADV owners & control persons
Ryan Robert Fitzpatrick
BENEFICIAL OWNER - PARTNER
Kirsty Lauren Gibson
BENEFICIAL OWNER - PARTNER
Michael Edward Taylor
BENEFICIAL OWNER - PARTNER
Q3 2023
Q1 2024
Go to latest

Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

Loading 13F Metrics

Q4 2023 13F filing summary

Period of report December 31, 2023
Filed January 26, 2024
Form 13F-HR
Reported value $126.2B
Positions 288
Change in reported value +15.1%
New positions 15
Exited positions 16
Position turnover 10.2%
Top-10 concentration 40.6%

13F filings by quarter

Quarter Positions Value
Q2 2026 13F
Filed Aug 6, 2026
 273 $110.2B
Q1 2026 13F
Filed May 8, 2026
 271 $97.9B
Q4 2025 13F
Filed Jan 23, 2026
 266 $120.3B
Q3 2025 13F
Filed Oct 31, 2025
 265 $135.0B
Q2 2025 13F
Filed Aug 6, 2025
 264 $133.9B
Q1 2025 13F
Filed May 7, 2025
 265 $114.6B
Q4 2024 13F
Filed Jan 31, 2025
 271 $130.1B
Q3 2024 13F
Filed Nov 5, 2024
 277 $133.6B
Q2 2024 13F
Filed Jul 25, 2024
 285 $128.4B
Q1 2024 13F
Filed May 1, 2024
 290 $128.6B
Q4 2023 13F
Filed Jan 26, 2024
 288 $126.2B
Q3 2023 13F
Filed Nov 13, 2023
 289 $109.6B
Q2 2023 13F
Filed Jul 28, 2023
 296 $117.6B
Q1 2023 13F
Filed May 3, 2023
 453 $110.8B
Q4 2022 13F
Filed Jan 24, 2023
 487 $96.0B
Q3 2022 13F
Filed Oct 27, 2022
 475 $97.0B
Q2 2022 13F
Filed Aug 8, 2022
 482 $97.5B
Q1 2022 13F
Filed May 5, 2022
 491 $142.7B
Q4 2021 13F
Filed Jan 20, 2022
 496 $182.2B
Q3 2021 13F
Filed Oct 19, 2021
 490 $191.1B

33 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q4 2023

# Holding Reported value % of portfolio
1 MELI MercadoLibre $8.5B 6.7%
2 NVDA NVIDIA $6.8B 5.4%
3 AMZN Amazon.Com $6.2B 4.9%
4 PDD PDD Holdings Inc $5.6B 4.4%
5 SHOP Shopify 'A' $5.0B 3.96%
6 TSLA Tesla Inc $4.6B 3.68%
7 MRNA Moderna Inc $4.5B 3.6%
8 SPOT Spotify Technology SA $4.4B 3.52%
9 TTD The Trade Desk $2.9B 2.34%
10 NET Cloudflare Inc $2.6B 2.04%
11 NFLX Netflix Inc $2.4B 1.87%
12 CPNG Coupang $2.4B 1.87%
13 RACE Ferrari NV $2.3B 1.81%
14 TEAM Atlassian Corp Plc $2.1B 1.66%
15 DXCM Dexcom Inc $2.1B 1.62%
16 MSFT Microsoft $1.9B 1.53%
17 WDAY Workday Inc $1.9B 1.53%
18 META Meta Platforms Inc $1.9B 1.5%
19 AMD Advanced Micro Devices Inc $1.5B 1.19%
20 ELV Elevance Health Inc $1.5B 1.15%

Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.

Loading Activities
Loading Sector Allocation
Crunching numbers
Loading Performance
Finding Potential New Buys
Building table
Loading SEC filing data
Loading Form 4 Filings
Loading 13D/G filings