Managed by
Hedge FundAUM Tracked
$97.9B
AI Exposure
37.8%
AI & Tech holdings for BAILLIE GIFFORD & CO
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 20,904,195 | $3.6B | 3.7% | Reduced by 52% |
| $AMZNAI | Amazon.com, Inc. | 13,477,140 | $2.8B | 2.9% | Reduced by 54% |
| $NVDAAI | NVIDIA Corporation | 13,808,935 | $2.4B | 2.5% | Reduced by 69% |
| $AMZNAI | Amazon.com, Inc. | 10,060,136 | $2.1B | 2.1% | Reduced by 66% |
| $SHOPAI | Shopify Inc. | 17,168,825 | $2.0B | 2.1% | Reduced by 45% |
| $PDDAI | PDD Holdings Inc. | 17,004,718 | $1.7B | 1.8% | Reduced by 45% |
| $NETAI | Cloudflare Inc. | 8,100,959 | $1.7B | 1.7% | Reduced by 52% |
| $APPAI | AppLovin Corporation | 3,617,817 | $1.4B | 1.5% | Reduced by 41% |
| $METAAI | Meta Platforms, Inc. | 1,905,722 | $1.1B | 1.1% | Reduced by 57% |
| $NETAI | Cloudflare Inc. | 4,972,291 | $1.0B | 1% | Reduced by 70% |
| $SHOPAI | Shopify Inc. | 7,920,403 | $939.5M | 1% | Reduced by 75% |
| $METAAI | Meta Platforms, Inc. | 1,463,710 | $837.4M | 0.9% | Reduced by 67% |
| $APPAI | AppLovin Corporation | 2,011,610 | $800.6M | 0.8% | Reduced by 67% |
| $PDDAI | PDD Holdings Inc. | 7,770,423 | $794.0M | 0.8% | Reduced by 75% |
| $ISRGAI | Intuitive Surgical | 1,535,961 | $708.1M | 0.7% | Reduced by 40% |
| $MSFTAI | Microsoft Corporation | 1,658,531 | $613.9M | 0.6% | Reduced by 70% |
| $NVDAAI | NVIDIA Corporation | 3,239,646 | $565.0M | 0.6% | Reduced by 93% |
| $AMZNAI | Amazon.com, Inc. | 2,482,739 | $517.1M | 0.5% | Reduced by 92% |
| $TEAMAI | Atlassian Corporation | 7,526,630 | $513.7M | 0.5% | Reduced by 11% |
| $NVDAAI | NVIDIA Corporation | 2,795,889 | $487.6M | 0.5% | Reduced by 94% |
| $GOOGAI | Alphabet Inc. | 1,600,092 | $459.0M | 0.5% | Reduced by 57% |
| $AMZNAI | Amazon.com, Inc. | 2,072,184 | $431.6M | 0.4% | Reduced by 93% |
| $MSFTAI | Microsoft Corporation | 1,122,824 | $415.6M | 0.4% | Reduced by 80% |
| $RIVNAI | Rivian Automotive | 25,470,244 | $383.3M | 0.4% | Reduced by 42% |
| $TSMAI | Taiwan Semiconductor | 1,040,756 | $351.7M | 0.4% | Reduced by 22% |
| $GOOGAI | Alphabet Inc. | 1,223,566 | $351.0M | 0.4% | Reduced by 67% |
| $METAAI | Meta Platforms, Inc. | 597,879 | $342.1M | 0.3% | Reduced by 86% |
| $NETAI | Cloudflare Inc. | 1,540,991 | $318.0M | 0.3% | Reduced by 91% |
| $ISRGAI | Intuitive Surgical | 639,309 | $294.7M | 0.3% | Reduced by 75% |
| $SHOPAI | Shopify Inc. | 2,380,835 | $282.4M | 0.3% | Reduced by 92% |
| $NETAI | Cloudflare Inc. | 1,310,182 | $270.3M | 0.3% | Reduced by 92% |
| $MSFTAI | Microsoft Corporation | 692,114 | $256.2M | 0.3% | Reduced by 88% |
| $APPAI | AppLovin Corporation | 641,590 | $255.4M | 0.3% | Reduced by 90% |
| $GOOGLAI | Alphabet Inc. | 853,486 | $245.4M | 0.3% | Reduced by 55% |
| $TSLAAI | Tesla, Inc. | 636,188 | $236.5M | 0.2% | Reduced by 53% |
| $PDDAI | PDD Holdings Inc. | 2,127,987 | $217.4M | 0.2% | Reduced by 93% |
| $SNOWAI | Snowflake Inc. | 1,398,885 | $211.0M | 0.2% | Reduced by 49% |
| $TXNAI | Texas Instruments | 980,221 | $190.3M | 0.2% | Reduced by 55% |
| $SHOPAI | Shopify Inc. | 1,549,545 | $183.8M | 0.2% | Reduced by 95% |
| $APPAI | AppLovin Corporation | 429,115 | $170.8M | 0.2% | Reduced by 93% |
| $GOOGLAI | Alphabet Inc. | 578,254 | $166.3M | 0.2% | Reduced by 70% |
| $DDOGAI | Datadog Inc. | 1,406,667 | $166.1M | 0.2% | Reduced by 64% |
| $RIVNAI | Rivian Automotive | 10,253,975 | $154.3M | 0.2% | Reduced by 77% |
| $MSFTAI | Microsoft Corporation | 404,560 | $149.8M | 0.2% | Reduced by 93% |
| $PDDAI | PDD Holdings Inc. | 1,449,881 | $148.1M | 0.2% | Reduced by 95% |
| $ONAI | ON Semiconductor | 2,280,098 | $141.2M | 0.1% | Reduced by 52% |
| $UBERAI | Uber Technologies | 1,948,882 | $140.2M | 0.1% | Reduced by 51% |
| $TSLAAI | Tesla, Inc. | 371,175 | $138.0M | 0.1% | Reduced by 72% |
| $ISRGAI | Intuitive Surgical | 295,508 | $136.2M | 0.1% | Reduced by 88% |
| $GOOGLAI | Alphabet Inc. | 463,521 | $133.3M | 0.1% | Reduced by 76% |
| $SNOWAI | Snowflake Inc. | 857,658 | $129.4M | 0.1% | Reduced by 69% |
| $GOOGAI | Alphabet Inc. | 396,840 | $113.8M | 0.1% | Reduced by 89% |
| $WDAYAI | Workday Inc. | 862,481 | $112.1M | 0.1% | Reduced by 41% |
| $DDOGAI | Datadog Inc. | 915,917 | $108.1M | 0.1% | Reduced by 77% |
| $TSLAAI | Tesla, Inc. | 282,614 | $105.1M | 0.1% | Reduced by 79% |
| $TXNAI | Texas Instruments | 536,691 | $104.2M | 0.1% | Reduced by 75% |
| $TEAMAI | Atlassian Corporation | 1,508,660 | $103.0M | 0.1% | Reduced by 82% |
| $SQAI | Block Inc. | 1,630,958 | $98.2M | 0.1% | Reduced by 83% |
| $COINAI | Coinbase Global | 491,565 | $85.8M | 0.1% | Reduced by 41% |
| $TSMAI | Taiwan Semiconductor | 241,001 | $81.4M | 0.1% | Reduced by 82% |
| $GOOGAI | Alphabet Inc. | 278,746 | $80.0M | 0.1% | Reduced by 93% |
| $AAPLAI | Apple Inc. | 309,233 | $78.5M | 0.1% | Reduced by 53% |
| $ONAI | ON Semiconductor | 1,226,986 | $76.0M | 0.1% | Reduced by 74% |
| $METAAI | Meta Platforms, Inc. | 131,510 | $75.2M | 0.1% | Reduced by 97% |
| $UBERAI | Uber Technologies | 1,045,798 | $75.2M | 0.1% | Reduced by 74% |
| $DDOGAI | Datadog Inc. | 626,823 | $74.0M | 0.1% | Reduced by 84% |
| $RIVNAI | Rivian Automotive | 4,893,914 | $73.7M | 0.1% | Reduced by 89% |
| $TXNAI | Texas Instruments | 364,526 | $70.8M | 0.1% | Reduced by 83% |
| $COINAI | Coinbase Global | 389,467 | $68.0M | 0.1% | Reduced by 53% |
| $MDBAI | MongoDB Inc. | 267,331 | $65.4M | 0.1% | No change |
| $ADIAI | Analog Devices | 194,261 | $61.8M | 0.1% | Reduced by 66% |
| $SNOWAI | Snowflake Inc. | 401,657 | $60.6M | 0.1% | Reduced by 85% |
| $AAPLAI | Apple Inc. | 209,058 | $53.1M | 0.1% | Reduced by 68% |
| $WDAYAI | Workday Inc. | 401,360 | $52.1M | 0.1% | Reduced by 73% |
| $RIVNAI | Rivian Automotive | 3,203,367 | $48.2M | 0% | Reduced by 93% |
| $TEAMAI | Atlassian Corporation | 701,342 | $47.9M | 0% | Reduced by 92% |
| $BABAAI | Alibaba Group | 378,663 | $47.5M | 0% | Reduced by 49% |
| $SQAI | Block Inc. | 746,891 | $44.9M | 0% | Reduced by 92% |
| $ISRGAI | Intuitive Surgical | 96,787 | $44.6M | 0% | Reduced by 96% |
| $INTUAI | Intuit Inc. | 102,322 | $44.2M | 0% | Reduced by 22% |
| $ADIAI | Analog Devices | 114,468 | $36.4M | 0% | Reduced by 80% |
| $BABAAI | Alibaba Group | 284,908 | $35.7M | 0% | Reduced by 62% |
| $TXNAI | Texas Instruments | 157,819 | $30.6M | 0% | Reduced by 93% |
| $COINAI | Coinbase Global | 170,193 | $29.7M | 0% | Reduced by 79% |
| $UBERAI | Uber Technologies | 395,548 | $28.5M | 0% | Reduced by 90% |
| $ONAI | ON Semiconductor | 458,830 | $28.4M | 0% | Reduced by 90% |
| $ARMAI | ARM Holdings plc | 187,602 | $28.4M | 0% | Reduced by 69% |
| $AVGOAI | Broadcom Inc. | 90,181 | $27.9M | 0% | New Position |
| $ARMAI | ARM Holdings plc | 169,269 | $25.6M | 0% | Reduced by 72% |
| $ARMAI | ARM Holdings plc | 165,006 | $25.0M | 0% | Reduced by 73% |
| $AAPLAI | Apple Inc. | 88,994 | $22.6M | 0% | Reduced by 87% |
| $AAPLAI | Apple Inc. | 88,806 | $22.5M | 0% | Reduced by 87% |
| $ADIAI | Analog Devices | 64,593 | $20.5M | 0% | Reduced by 89% |
| $UBERAI | Uber Technologies | 283,673 | $20.4M | 0% | Reduced by 93% |
| $ONAI | ON Semiconductor | 321,390 | $19.9M | 0% | Reduced by 93% |
| $AEHRAI | Aehr Test Systems | 522,029 | $19.4M | 0% | Reduced by 60% |
| $INTUAI | Intuit Inc. | 41,427 | $17.9M | 0% | Reduced by 69% |
| $ADIAI | Analog Devices | 51,307 | $16.3M | 0% | Reduced by 91% |
| $DDOGAI | Datadog Inc. | 132,692 | $15.7M | 0% | Reduced by 97% |
| $TEAMAI | Atlassian Corporation | 226,807 | $15.5M | 0% | Reduced by 97% |
| $SQAI | Block Inc. | 254,958 | $15.3M | 0% | Reduced by 97% |
| $GOOGLAI | Alphabet Inc. | 51,729 | $14.9M | 0% | Reduced by 97% |
| $ARMAI | ARM Holdings plc | 90,020 | $13.6M | 0% | Reduced by 85% |
| $COINAI | Coinbase Global | 72,832 | $12.7M | 0% | Reduced by 91% |
| $BABAAI | Alibaba Group | 90,002 | $11.3M | 0% | Reduced by 88% |
| $WDAYAI | Workday Inc. | 86,284 | $11.2M | 0% | Reduced by 94% |
| $ADBEAI | Adobe Inc. | 45,800 | $11.1M | 0% | Reduced by 9% |
| $INTUAI | Intuit Inc. | 25,286 | $10.9M | 0% | Reduced by 81% |
| $CRWDAI | CrowdStrike Holdings | 25,246 | $9.9M | 0% | Reduced by 9% |
| $AEHRAI | Aehr Test Systems | 207,830 | $7.7M | 0% | Reduced by 84% |
| $AEHRAI | Aehr Test Systems | 185,515 | $6.9M | 0% | Reduced by 86% |
| $SNPSAI | Synopsys Inc. | 11,930 | $4.7M | 0% | Reduced by 44% |
| $TSLAAI | Tesla, Inc. | 12,171 | $4.5M | 0% | Reduced by 99% |
| $CDNSAI | Cadence Design Systems | 16,016 | $4.5M | 0% | Reduced by 45% |
| $AEHRAI | Aehr Test Systems | 85,644 | $3.2M | 0% | Reduced by 93% |
| $SNOWAI | Snowflake Inc. | 18,234 | $2.8M | 0% | Reduced by 99% |
| $INTUAI | Intuit Inc. | 5,721 | $2.5M | 0% | Reduced by 96% |
| $WDAYAI | Workday Inc. | 17,853 | $2.3M | 0% | Reduced by 99% |
| $BABAAI | Alibaba Group | 18,429 | $2.3M | 0% | Reduced by 98% |
| $SQAI | Block Inc. | 33,448 | $2.0M | 0% | Reduced by 100% |
| $AVGOAI | Broadcom Inc. | 5,545 | $1.7M | 0% | New Position |
| $SNPSAI | Synopsys Inc. | 2,191 | $868.7K | 0% | Reduced by 90% |
| $CDNSAI | Cadence Design Systems | 3,019 | $838.9K | 0% | Reduced by 90% |
| $ADBEAI | Adobe Inc. | 2,927 | $711.5K | 0% | Reduced by 94% |
| $SNPSAI | Synopsys Inc. | 1,691 | $670.4K | 0% | Reduced by 92% |
| $CDNSAI | Cadence Design Systems | 2,323 | $645.5K | 0% | Reduced by 92% |
| $CRWDAI | CrowdStrike Holdings | 1,553 | $606.3K | 0% | Reduced by 94% |
| $SHOPAI | Shopify Inc. | 2,077 | $245.7K | 0% | Reduced by 100% |
| $TSMAI | Taiwan Semiconductor | 289 | $97.7K | 0% | Reduced by 100% |
| $TSMAI | Taiwan Semiconductor | 204 | $68.9K | 0% | Reduced by 100% |
| $TERAI | Teradyne Inc. | 153 | $45.4K | 0% | Reduced by 55% |
| $INTCAI | Intel Corporation | 469 | $20.7K | 0% | New Position |
| $CRWDAI | CrowdStrike Holdings | 52 | $20.3K | 0% | Reduced by 100% |
| $SHOPAI | Shopify Inc. | 116 | $13.8K | 0% | Reduced by 100% |
| $PDDAI | PDD Holdings Inc. | 90 | $9.2K | 0% | Reduced by 100% |
| $SHOPAI | Shopify Inc. | 40 | $4.7K | 0% | Reduced by 100% |
| $BIDUAI | Baidu, Inc. | 13 | $1.4K | 0% | Reduced by 57% |