Managed by
Hedge FundAUM Tracked
$110.2B
AI Exposure
35.6%
AI & Tech holdings for BAILLIE GIFFORD & CO
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 20,460,699 | $4.1B | 3.7% | Reduced by 50% |
| $NVDAAI | NVIDIA Corporation | 16,161,009 | $3.2B | 2.9% | Reduced by 60% |
| $AMZNAI | Amazon.com, Inc. | 12,676,957 | $3.0B | 2.7% | Reduced by 55% |
| $AMZNAI | Amazon.com, Inc. | 10,088,807 | $2.4B | 2.2% | Reduced by 64% |
| $SHOPAI | Shopify Inc. | 16,387,760 | $1.9B | 1.7% | Reduced by 44% |
| $NETAI | Cloudflare Inc. | 7,288,994 | $1.8B | 1.6% | Reduced by 54% |
| $APPAI | AppLovin Corporation | 3,464,569 | $1.8B | 1.6% | Reduced by 48% |
| $NETAI | Cloudflare Inc. | 5,057,416 | $1.2B | 1.1% | Reduced by 68% |
| $PDDAI | PDD Holdings Inc. | 15,408,119 | $1.2B | 1.1% | Reduced by 46% |
| $APPAI | AppLovin Corporation | 2,025,331 | $1.0B | 0.9% | Reduced by 70% |
| $SHOPAI | Shopify Inc. | 8,400,516 | $959.2M | 0.9% | Reduced by 71% |
| $METAAI | Meta Platforms, Inc. | 1,655,750 | $932.7M | 0.8% | Reduced by 60% |
| $PDDAI | PDD Holdings Inc. | 7,814,032 | $596.1M | 0.5% | Reduced by 72% |
| $ISRGAI | Intuitive Surgical | 1,491,079 | $593.0M | 0.5% | Reduced by 42% |
| $NVDAAI | NVIDIA Corporation | 2,924,926 | $585.2M | 0.5% | Reduced by 93% |
| $METAAI | Meta Platforms, Inc. | 1,007,586 | $567.6M | 0.5% | Reduced by 75% |
| $AMZNAI | Amazon.com, Inc. | 2,343,721 | $558.6M | 0.5% | Reduced by 92% |
| $GOOGAI | Alphabet Inc. | 1,561,618 | $551.8M | 0.5% | Reduced by 55% |
| $GOOGLAI | Alphabet Inc. | 1,417,675 | $506.6M | 0.5% | Reduced by 27% |
| $MSFTAI | Microsoft Corporation | 1,259,674 | $469.9M | 0.4% | Reduced by 68% |
| $NVDAAI | NVIDIA Corporation | 2,342,172 | $468.6M | 0.4% | Reduced by 94% |
| $AMZNAI | Amazon.com, Inc. | 1,808,381 | $431.0M | 0.4% | Reduced by 94% |
| $RIVNAI | Rivian Automotive | 24,779,056 | $429.9M | 0.4% | Reduced by 43% |
| $TSMAI | Taiwan Semiconductor | 879,934 | $420.2M | 0.4% | Reduced by 31% |
| $SNOWAI | Snowflake Inc. | 1,422,912 | $362.1M | 0.3% | Reduced by 47% |
| $AVGOAI | Broadcom Inc. | 932,851 | $352.4M | 0.3% | Increased by 875% |
| $GOOGAI | Alphabet Inc. | 939,187 | $331.8M | 0.3% | Reduced by 73% |
| $APPAI | AppLovin Corporation | 577,312 | $297.4M | 0.3% | Reduced by 91% |
| $TEAMAI | Atlassian Corporation | 3,658,205 | $284.6M | 0.3% | Reduced by 63% |
| $NETAI | Cloudflare Inc. | 1,136,284 | $278.7M | 0.3% | Reduced by 93% |
| $NETAI | Cloudflare Inc. | 1,115,900 | $273.7M | 0.2% | Reduced by 93% |
| $METAAI | Meta Platforms, Inc. | 461,206 | $259.8M | 0.2% | Reduced by 89% |
| $ISRGAI | Intuitive Surgical | 648,492 | $257.9M | 0.2% | Reduced by 75% |
| $SHOPAI | Shopify Inc. | 2,141,658 | $244.5M | 0.2% | Reduced by 93% |
| $TXNAI | Texas Instruments | 803,623 | $239.5M | 0.2% | Reduced by 61% |
| $GOOGLAI | Alphabet Inc. | 657,443 | $235.0M | 0.2% | Reduced by 66% |
| $AAPLAI | Apple Inc. | 803,259 | $232.4M | 0.2% | Increased by 15% |
| $MSFTAI | Microsoft Corporation | 620,216 | $231.4M | 0.2% | Reduced by 84% |
| $GOOGLAI | Alphabet Inc. | 646,754 | $231.1M | 0.2% | Reduced by 67% |
| $APPAI | AppLovin Corporation | 404,403 | $208.4M | 0.2% | Reduced by 94% |
| $SNOWAI | Snowflake Inc. | 775,583 | $197.4M | 0.2% | Reduced by 71% |
| $MSFTAI | Microsoft Corporation | 523,878 | $195.4M | 0.2% | Reduced by 86% |
| $DDOGAI | Datadog Inc. | 743,297 | $193.5M | 0.2% | Reduced by 76% |
| $TSLAAI | Tesla, Inc. | 454,054 | $191.0M | 0.2% | Reduced by 65% |
| $RIVNAI | Rivian Automotive | 10,549,747 | $183.0M | 0.2% | Reduced by 76% |
| $ONAI | ON Semiconductor | 1,909,227 | $180.5M | 0.2% | Reduced by 55% |
| $SHOPAI | Shopify Inc. | 1,471,354 | $168.0M | 0.2% | Reduced by 95% |
| $PDDAI | PDD Holdings Inc. | 1,921,499 | $146.6M | 0.1% | Reduced by 93% |
| $UBERAI | Uber Technologies | 1,925,524 | $138.9M | 0.1% | Reduced by 48% |
| $GOOGAI | Alphabet Inc. | 369,834 | $130.7M | 0.1% | Reduced by 89% |
| $SQAI | Block Inc. | 1,635,719 | $124.3M | 0.1% | Reduced by 39% |
| $AAPLAI | Apple Inc. | 413,214 | $119.6M | 0.1% | Reduced by 41% |
| $VSTAI | Vistra Corp. | 749,397 | $118.9M | 0.1% | New Position |
| $MSFTAI | Microsoft Corporation | 309,920 | $115.6M | 0.1% | Reduced by 92% |
| $ISRGAI | Intuitive Surgical | 289,541 | $115.1M | 0.1% | Reduced by 89% |
| $AAPLAI | Apple Inc. | 388,729 | $112.5M | 0.1% | Reduced by 44% |
| $TXNAI | Texas Instruments | 375,156 | $111.8M | 0.1% | Reduced by 82% |
| $PDDAI | PDD Holdings Inc. | 1,450,803 | $110.7M | 0.1% | Reduced by 95% |
| $AVGOAI | Broadcom Inc. | 269,440 | $101.8M | 0.1% | Increased by 181% |
| $DDOGAI | Datadog Inc. | 372,867 | $97.1M | 0.1% | Reduced by 88% |
| $SNOWAI | Snowflake Inc. | 369,200 | $94.0M | 0.1% | Reduced by 86% |
| $KLACAI | KLA Corporation | 304,610 | $91.9M | 0.1% | New Position |
| $MDBAI | MongoDB Inc. | 267,331 | $89.8M | 0.1% | No change |
| $ONAI | ON Semiconductor | 936,053 | $88.5M | 0.1% | Reduced by 78% |
| $WDAYAI | Workday Inc. | 705,927 | $86.4M | 0.1% | Reduced by 48% |
| $RIVNAI | Rivian Automotive | 4,832,034 | $83.8M | 0.1% | Reduced by 89% |
| $KLACAI | KLA Corporation | 259,984 | $78.4M | 0.1% | New Position |
| $TXNAI | Texas Instruments | 259,833 | $77.4M | 0.1% | Reduced by 87% |
| $GOOGAI | Alphabet Inc. | 217,183 | $76.7M | 0.1% | Reduced by 94% |
| $KLACAI | KLA Corporation | 244,925 | $73.9M | 0.1% | New Position |
| $COINAI | Coinbase Global | 495,934 | $72.5M | 0.1% | Reduced by 56% |
| $TSLAAI | Tesla, Inc. | 172,154 | $72.4M | 0.1% | Reduced by 87% |
| $ADIAI | Analog Devices | 177,439 | $70.5M | 0.1% | Reduced by 58% |
| $UBERAI | Uber Technologies | 970,497 | $70.0M | 0.1% | Reduced by 74% |
| $SQAI | Block Inc. | 839,856 | $63.8M | 0.1% | Reduced by 69% |
| $COINAI | Coinbase Global | 372,595 | $54.5M | 0% | Reduced by 67% |
| $AVGOAI | Broadcom Inc. | 143,890 | $54.4M | 0% | Increased by 50% |
| $RIVNAI | Rivian Automotive | 3,049,511 | $52.9M | 0% | Reduced by 93% |
| $ARMAI | ARM Holdings plc | 138,655 | $49.2M | 0% | Reduced by 77% |
| $AAPLAI | Apple Inc. | 155,389 | $45.0M | 0% | Reduced by 78% |
| $WDAYAI | Workday Inc. | 366,045 | $44.8M | 0% | Reduced by 73% |
| $ARMAI | ARM Holdings plc | 124,749 | $44.2M | 0% | Reduced by 80% |
| $METAAI | Meta Platforms, Inc. | 77,004 | $43.4M | 0% | Reduced by 98% |
| $KLACAI | KLA Corporation | 137,119 | $41.4M | 0% | New Position |
| $TSLAAI | Tesla, Inc. | 97,242 | $40.9M | 0% | Reduced by 93% |
| $ARMAI | ARM Holdings plc | 115,042 | $40.8M | 0% | Reduced by 81% |
| $ADIAI | Analog Devices | 98,735 | $39.2M | 0% | Reduced by 77% |
| $BABAAI | Alibaba Group | 405,592 | $38.9M | 0% | Reduced by 47% |
| $TSMAI | Taiwan Semiconductor | 80,333 | $38.4M | 0% | Reduced by 94% |
| $ISRGAI | Intuitive Surgical | 95,315 | $37.9M | 0% | Reduced by 96% |
| $INTUAI | Intuit Inc. | 144,617 | $37.7M | 0% | Reduced by 17% |
| $DDOGAI | Datadog Inc. | 144,036 | $37.5M | 0% | Reduced by 95% |
| $ONAI | ON Semiconductor | 364,486 | $34.5M | 0% | Reduced by 91% |
| $TXNAI | Texas Instruments | 108,325 | $32.3M | 0% | Reduced by 95% |
| $GOOGLAI | Alphabet Inc. | 86,640 | $31.0M | 0% | Reduced by 96% |
| $INTUAI | Intuit Inc. | 118,576 | $30.9M | 0% | Reduced by 32% |
| $SQAI | Block Inc. | 373,960 | $28.4M | 0% | Reduced by 86% |
| $BABAAI | Alibaba Group | 282,200 | $27.1M | 0% | Reduced by 63% |
| $UBERAI | Uber Technologies | 366,702 | $26.5M | 0% | Reduced by 90% |
| $INTUAI | Intuit Inc. | 90,243 | $23.6M | 0% | Reduced by 48% |
| $DDOGAI | Datadog Inc. | 87,170 | $22.7M | 0% | Reduced by 97% |
| $COINAI | Coinbase Global | 154,069 | $22.5M | 0% | Reduced by 86% |
| $ARMAI | ARM Holdings plc | 62,919 | $22.3M | 0% | Reduced by 90% |
| $ONAI | ON Semiconductor | 214,114 | $20.2M | 0% | Reduced by 95% |
| $ADIAI | Analog Devices | 50,300 | $20.0M | 0% | Reduced by 88% |
| $UBERAI | Uber Technologies | 221,097 | $16.0M | 0% | Reduced by 94% |
| $ADIAI | Analog Devices | 35,125 | $14.0M | 0% | Reduced by 92% |
| $WDAYAI | Workday Inc. | 110,557 | $13.5M | 0% | Reduced by 92% |
| $AEHRAI | Aehr Test Systems | 115,298 | $11.1M | 0% | Reduced by 88% |
| $INTUAI | Intuit Inc. | 37,772 | $9.9M | 0% | Reduced by 78% |
| $INTCAI | Intel Corporation | 67,383 | $9.4M | 0% | Increased by 14267% |
| $BABAAI | Alibaba Group | 89,780 | $8.6M | 0% | Reduced by 88% |
| $COINAI | Coinbase Global | 58,410 | $8.5M | 0% | Reduced by 95% |
| $AVGOAI | Broadcom Inc. | 11,776 | $4.4M | 0% | Reduced by 88% |
| $SNOWAI | Snowflake Inc. | 16,666 | $4.2M | 0% | Reduced by 99% |
| $AEHRAI | Aehr Test Systems | 43,802 | $4.2M | 0% | Reduced by 96% |
| $TSLAAI | Tesla, Inc. | 7,191 | $3.0M | 0% | Reduced by 99% |
| $SQAI | Block Inc. | 36,841 | $2.8M | 0% | Reduced by 99% |
| $AEHRAI | Aehr Test Systems | 25,955 | $2.5M | 0% | Reduced by 97% |
| $WDAYAI | Workday Inc. | 16,162 | $2.0M | 0% | Reduced by 99% |
| $AEHRAI | Aehr Test Systems | 18,823 | $1.8M | 0% | Reduced by 98% |
| $BABAAI | Alibaba Group | 18,449 | $1.8M | 0% | Reduced by 98% |
| $INTCAI | Intel Corporation | 7,441 | $1.0M | 0% | Increased by 1487% |
| $ADBEAI | Adobe Inc. | 3,171 | $650.1K | 0% | Reduced by 93% |
| $SHOPAI | Shopify Inc. | 2,077 | $237.5K | 0% | Reduced by 100% |
| $TSMAI | Taiwan Semiconductor | 259 | $123.7K | 0% | Reduced by 100% |
| $TSMAI | Taiwan Semiconductor | 206 | $98.4K | 0% | Reduced by 100% |
| $MUAI | Micron Technology | 80 | $92.3K | 0% | New Position |
| $TERAI | Teradyne Inc. | 173 | $83.7K | 0% | Increased by 13% |
| $INTCAI | Intel Corporation | 471 | $65.8K | 0% | No change |
| $BIDUAI | Baidu, Inc. | 475 | $54.3K | 0% | Increased by 3554% |
| $AMDAI | Advanced Micro Devices | 82 | $47.6K | 0% | New Position |
| $AMATAI | Applied Materials | 52 | $37.6K | 0% | New Position |
| $CRWDAI | CrowdStrike Holdings | 40 | $30.5K | 0% | Reduced by 100% |
| $LRCXAI | Lam Research | 58 | $25.1K | 0% | New Position |
| $MRVLAI | Marvell Technology | 55 | $16.4K | 0% | New Position |
| $SHOPAI | Shopify Inc. | 129 | $14.8K | 0% | Reduced by 100% |
| $CDNSAI | Cadence Design Systems | 37 | $13.9K | 0% | Reduced by 100% |
| $TERAI | Teradyne Inc. | 28 | $13.5K | 0% | Reduced by 82% |
| $SHOPAI | Shopify Inc. | 106 | $12.1K | 0% | Reduced by 100% |
| $VRTAI | Vertiv Holdings | 22 | $7.4K | 0% | New Position |
| $MPWRAI | Monolithic Power Systems | 5 | $6.9K | 0% | New Position |
| $PDDAI | PDD Holdings Inc. | 82 | $6.3K | 0% | Reduced by 100% |
| $PLTRAI | Palantir Technologies | 28 | $3.3K | 0% | New Position |
| $BIDUAI | Baidu, Inc. | 17 | $1.9K | 0% | Increased by 31% |