Baillie Gifford Portfolio: Top Holdings - April 2025
Baillie Gifford's top holdings (April 2025) include MercadoLibre Inc (MELI), which operates online marketplaces dedicated to e-commerce and online auctions.
Baillie Gifford is an investment management firm based in Edinburgh, Scotland. The company manages investments for a global client base, including pension funds, financial institutions, and individuals. They are known for their long-term investment approach and focus on growth-oriented companies.
MercadoLibre Inc (MELI)
MercadoLibre operates leading online commerce platforms in Latin America. Through its marketplace, it enables businesses, merchants, and individuals to list merchandise and conduct sales. The discounted cash flow value is estimated at $1.28K. MercadoLibre's market capitalization is $103.83B, with Baillie Gifford's position currently valued at $8.23B.
Here's an overview of Baillie Gifford's trades in MercadoLibre Inc:
Spotify Technology S.A. (SPOT)
Spotify is a global audio streaming service that provides access to millions of songs, podcasts, and other content. The platform offers both free and subscription-based models. The current value of Baillie Gifford's position is $7.26B. Spotify has a market capitalization of $112.35B, and analysts have set a price target of $588.75.
Here's an overview of Baillie Gifford's trades in Spotify Technology S.A.:
Amazon.com Inc. (AMZN)
Amazon is a multinational technology company focused on e-commerce, cloud computing, digital streaming, and artificial intelligence. It operates a vast online retail platform and offers services such as Amazon Web Services (AWS). Baillie Gifford's holding in Amazon is currently worth $6.93B. The company's market cap stands at $2.04T. Analysts have set a price target of $267.5 for Amazon, with the discounted cash flow value estimated at $34.27 per share.
Here's an overview of Baillie Gifford's trades in Amazon.com Inc.:
Shopify Inc - Ordinary Shares - Class A (SHOP)
Shopify is a commerce platform that provides tools to start, grow, market, and manage a retail business of any size. The company offers a suite of services, including payment processing, marketing, and shipping. Shopify has a market capitalization of $125.18B, and the current value of Baillie Gifford's position is $5.84B. Furthermore, the discounted cash flow value stands at $15.15.
Here's an overview of Baillie Gifford's trades in Shopify Inc:
NVIDIA Corp (NVDA)
NVIDIA is a technology company that designs graphics processing units (GPUs) for gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market. The company's products are used in a variety of applications, including artificial intelligence, data science, and autonomous vehicles. NVIDIA has a market capitalization of $2.68T, while the current value of Baillie Gifford's holding is $5.83B. Analysts have set a price target of $175.33, and the company's discounted cash flow analysis suggests a value of $181.67 per share.
Here's an overview of Baillie Gifford's trades in NVIDIA Corp: