Baillie Gifford's top holdings (June 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. Their investment approach often focuses on identifying and investing in growth-oriented companies.

MercadoLibre Inc

MercadoLibre is a leading e-commerce platform in Latin America, facilitating online sales for both businesses and individuals. Their services include a marketplace platform, payment solutions, and advertising services. The position is currently valued at $9.7B, and the company's market capitalization is $129.95B. Analysts have set a price target of $2.4K for MercadoLibre, while its discounted cash flow value is $1.27K.

Here's an overview of Baillie Gifford's trades in MercadoLibre Inc:

Spotify Technology S.A.

Spotify is a global audio streaming service that provides access to millions of songs, podcasts, and other content. The company operates on a freemium model, offering both free and premium subscriptions to its users. Baillie Gifford's position is currently valued at $7.21B. The company's market cap stands at $133.64B. Analysts have set a price target of $670.0 for Spotify Technology S.A., and the discounted cash flow value sits at $114.81.

Here's an overview of Baillie Gifford's trades in Spotify Technology S.A.:

Amazon.com Inc.

Amazon is a global technology company with a focus on e-commerce, cloud computing, digital streaming, and artificial intelligence. The company operates a vast online marketplace, offering a wide range of products and services to consumers worldwide. Amazon.com Inc. has a market capitalization of $2.18T, with Baillie Gifford's position currently valued at $7.14B. The analyst price target for Amazon is $256.67 and the discounted cash flow value is $29.92.

Here's an overview of Baillie Gifford's trades in Amazon.com Inc.:

Sea Ltd - ADR

Sea Limited is a global consumer internet company with a focus on e-commerce, digital entertainment, and financial services. The company's key businesses include Shopee, an e-commerce platform; Garena, a game developer and publisher; and SeaMoney, a digital payments and financial services provider. The current value of Baillie Gifford's holding is $6.34B. Sea Ltd's market cap is $94.94B. The company's discounted cash flow analysis suggests a value of $30.34 per share, and analysts have set a price target of $164.83.

Here's an overview of Baillie Gifford's trades in Sea Ltd - ADR:

NVIDIA Corp

NVIDIA is a technology company known for its graphics processing units (GPUs) and system-on-a-chip units (SoCs). The company's products are used in gaming, professional visualization, data centers, and automotive markets. NVIDIA Corp has a market capitalization of $3.3T, and this holding in Baillie Gifford's portfolio is currently worth $6.34B. Analysts have set a price target of $168.0 for NVIDIA, with a discounted cash flow value of $144.56.

Here's an overview of Baillie Gifford's trades in NVIDIA Corp: