BAILLIE GIFFORD & CO
Q1 2025 Form 13-F

EDINBURGH
CIK 0001088875 · CRD 110296 · SEC-registered investment adviser
Consolidated report · includes 4 managers since Q2 2013
$114.6B Reported Value Total

BAILLIE GIFFORD OVERSEAS LTD reports 307 total accounts under management (AUM). There are 295 discretionary accounts valued at $157,857,000,000, and 12 non-discretionary accounts valued at $4,693,482,522.

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
Private funds (Form ADV)
2 funds · $299.1M gross asset value
Other: $299.1M
Source: Form ADV filed 2026-07-13
Reported value
$114.6B
Quarter over quarter
-4.8%
Holdings
265
Top-10 concentration
44.4%

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

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13F Metrics

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Q1 2025 13F record

Q1 2025 13F filing summary

Q1 2025 Form 13F portfolio summary
Period of report March 31, 2025
Filed May 07, 2025
Form 13F-HR
Reported value $114.6B
Positions 265
Change in reported value -12.0%
New positions 15
Exited positions 21
Position turnover 12.6%
Top-10 concentration 44.4%

13F filings by quarter

Form 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 · Q1 2025

Largest Q1 2025 13F positions by reported value
# Holding Reported value % of portfolio
1 MELI MercadoLibre $7.4B 6.44%
2 AMZN Amazon.Com $6.6B 5.78%
3 SPOT Spotify Technology SA $6.0B 5.2%
4 SHOP Shopify 'A' $5.3B 4.66%
5 SE Sea Ltd ADR $5.2B 4.5%
6 NVDA NVIDIA $5.1B 4.44%
7 PDD PDD Holdings Inc $4.7B 4.14%
8 NFLX Netflix Inc $3.8B 3.28%
9 CPNG Coupang $3.4B 2.97%
10 META Meta Platforms Inc $3.4B 2.95%
11 NET Cloudflare Inc $3.1B 2.7%
12 NU Nu Holdings Ltd. $2.7B 2.37%
13 MSFT Microsoft $2.6B 2.3%
14 DASH Doordash Inc $2.2B 1.91%
15 RACE Ferrari NV $2.0B 1.71%
16 TEAM Atlassian Corp Plc $1.8B 1.61%
17 TTD The Trade Desk $1.7B 1.5%
18 RBLX Roblox $1.6B 1.4%
19 ISRG Intuitive Surgical $1.6B 1.37%
20 APP AppLovin $1.4B 1.22%

Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.

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