Baillie Gifford's top holdings (October 2025) include NVIDIA Corp (NVDA), a leading designer of graphics processing units (GPUs) and AI-related chips.

Baillie Gifford is a global investment management firm based in Edinburgh, Scotland, known for its long-term, growth-oriented investment philosophy. They focus on identifying companies with significant future potential, managing a diverse range of portfolios for clients worldwide.

NVIDIA Corp (NVDA)

NVIDIA designs and manufactures graphics processing units (GPUs) for gaming, professional visualization, and data centers. The company also develops AI computing platforms and has a growing presence in the automotive market. With a market capitalization of $4.34 trillion, Baillie Gifford's position in NVIDIA is currently valued at $9.15 billion. Analysts have set a price target of $218.29 for the company, while its discounted cash flow analysis suggests a value of $151.23 per share.
Here's an overview of Baillie Gifford's trades in NVIDIA Corp:

MercadoLibre Inc (MELI)

MercadoLibre operates a comprehensive online commerce platform across Latin America, providing an integrated ecosystem of e-commerce, payments, and financial technology services. Its core offerings include the MercadoLibre marketplace and the Mercado Pago fintech solution, serving millions of users in the region. The company's market cap stands at $125.14 billion, while the current value of Baillie Gifford's holding is $8.19 billion. The discounted cash flow value for MercadoLibre is $1.46K, and analysts project a price target of $2.87K.
Here's an overview of Baillie Gifford's trades in MercadoLibre Inc:

Sea Ltd - ADR (SE)

Sea Ltd is a prominent consumer internet company headquartered in Southeast Asia, specializing in digital entertainment, e-commerce, and digital financial services. Its primary brands, Garena, Shopee, and SeaMoney, have established strong market presences across various emerging markets. This holding in Baillie Gifford's portfolio is currently worth $7.44 billion, with Sea Ltd maintaining a market capitalization of $109.28 billion. Analysts tracking the company have an average price target of $177.0 per share, and a discounted cash flow analysis suggests a value of $35.04.
Here's an overview of Baillie Gifford's trades in Sea Ltd - ADR:

Amazon.com Inc. (AMZN)

Amazon.com is a global leader in e-commerce, providing a vast online marketplace for consumer goods, alongside its cloud computing division, Amazon Web Services (AWS). The company also offers digital streaming services and develops artificial intelligence technologies, underpinned by an extensive logistics and distribution network. Amazon has a market capitalization of $2.34 trillion, with Baillie Gifford's current position valued at $7.31 billion. The analyst price target for Amazon stands at $256.43, while its discounted cash flow is $31.72.
Here's an overview of Baillie Gifford's trades in Amazon.com Inc.:

Spotify Technology S.A. (SPOT)

Spotify Technology S.A. is a leading global audio streaming service, offering a wide array of music, podcasts, and other audio content. The company operates on a freemium model, providing both ad-supported free access and premium subscription tiers to users across numerous countries. The current value of Baillie Gifford's position in Spotify is $6.72 billion, against a market cap of $145.89 billion for the company. Analysts have assigned a price target of $828.33 for Spotify, and a discounted cash flow analysis indicates a value of $124.86.
Here's an overview of Baillie Gifford's trades in Spotify Technology S.A.: