Generalist · Public · Edinburgh, United Kingdom
Baillie Gifford & CO
Q4 2024 · compared with Q3 2024
Long-term growth public investor.
- Software
- $32.0B
- Weight of 13F
- 24.6%
- Names
- 43
- Net bought
- −$573M
Filed 31 January 2025 · SEC filing.
269 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202639 names$17.9B−$1.7B
- Q1 202641 names$17.9B−$2.0B
- Q4 202542 names$26.1B−$1.9B
- Q3 202541 names$30.5B−$1.2B
- Q2 202543 names$28.9B−$3.6B
- Q1 202544 names$26.6B−$515M
- Q4 202443 names$32.0B−$573M
- Q3 202443 names$27.2B+$1.4B
- Q2 202445 names$24.3B+$120M
- Q1 202445 names$25.9B−$1.4B
- Q4 202344 names$26.6B−$343M
- Q3 202345 names$22.0B−$208M
- Q2 202345 names$22.8B−$14.7M
- Q1 202367 names$19.6B+$696M
- Q4 202270 names$15.0B−$677M
- Q3 202268 names$16.4B+$1.7B
- Q2 202264 names$14.3B+$34.6B
- Q1 202264 names$22.9B−$1.1B
- Q4 202162 names$32.5B−$73.1M
- Q3 202158 names$31.9B+$63.3M
- Q2 202157 names$34.1B+$41.5B
- Q1 202152 names$26.7B+$3.6B
- Q4 202047 names$24.4B+$664M
- Q3 202023 names$20.5B+$1.3B
- Q2 202021 names$16.0B+$877M
- Q1 202017 names$8.3B+$569M
- Q4 201917 names$7.9B+$696M
- Q3 201915 names$6.3B+$371M
- Q2 201914 names$6.3B+$191M
- Q1 201912 names$5.2B+$781M
- Q4 201811 names$3.3B+$99.1M
- Q3 201811 names$3.5B+$238M
- Q2 20189 names$2.8B−$38.0M
- Q1 20189 names$2.6B+$109M
- Q4 20177 names$2.1B+$18.7M
- Q3 20177 names$2.1B+$42.5M
- Q2 20176 names$1.9B−$56.6M
- Q1 20176 names$1.8B−$6.2M
- Q4 20166 names$1.5B+$340M
- Q3 20166 names$1.4B+$69.7M
- Q2 20165 names$1.2B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- ShopifySHOP59,776,512 shares · 19.9% of their software · price +$1.6B$6.4B−$288M
- The Trade DeskTTD35,178,933 shares · 12.9% of their software · price +$277M$4.1B−$388M
- CloudflareNET31,884,160 shares · 10.7% of their software · price +$854M$3.4B−$50.7M
- MicrosoftMSFT7,371,795 shares · 9.7% of their software · price −$64.9M$3.1B+$139M
- AtlassianTEAM8,121,059 shares · 6.2% of their software · price +$687M$2.0B−$62.4M
- WorkdayWDAY6,333,137 shares · 5.1% of their software · price +$86.3M$1.6B−$58.8M
- DatadogDDOG10,905,133 shares · 4.9% of their software · price +$303M$1.6B+$171M
- SamsaraIOT32,929,387 shares · 4.5% of their software · price −$146M$1.4B−$44.0M
- AppLovinAPP4,084,496 shares · 4.1% of their software · price +$789M$1.3B+$524M
- WixWIX5,613,289 shares · 3.8% of their software · price +$266M$1.2B−$142M
- Block, Inc.XYZ11,167,806 shares · 3.0% of their software · price +$199M$949M+$62.7M
- DuolingoDUOL2,740,102 shares · 2.8% of their software · price +$116M$888M−$130M
- ElasticESTC8,873,903 shares · 2.7% of their software · price +$198M$879M−$41.3M
- CoStarCSGP7,911,598 shares · 1.8% of their software · price −$30.5M$566M−$67.0M
- Joint Stock Company Kaspi.kzKSPI4,491,504 shares · 1.3% of their software · price −$50.7M$425M−$16.7M
- SnowflakeSNOW2,705,776 shares · 1.3% of their software · price +$107M$418M−$17.8M
- AutodeskADSK923,701 shares · 0.9% of their software · price +$18.6M$273M−$48.7M
- DoximityDOCS4,943,742 shares · 0.8% of their software · price +$48.5M$264M−$18.1M
- Grab Holdings LimitedGRAB47,021,709 shares · 0.7% of their software · price +$43.3M$222M+$16.2M
- Remitly Global, Inc.RELY9,385,334 shares · 0.7% of their software · price +$86.2M$212M+$2.0M
- Full Truck Alliance Co. Ltd.YMM15,043,697 shares · 0.5% of their software · price +$27.2M$163M−$3.4M
- Sprout SocialSPT3,494,823 shares · 0.3% of their software · price +$5.7M$107M−$6.9M
- CourseraCOUR8,876,535 shares · 0.2% of their software · price +$5.0M$75.5M−$96.9M
- monday.comMNDY311,690 shares · 0.2% of their software · price −$13.2M$73.4M−$2.8M
- IntuitINTU98,283 shares · 0.2% of their software · price +$737K$61.8MFlat
- LiveRamp Holdings, Inc.RAMP1,416,642 shares · 0.1% of their software · price +$7.9M$43.0M+$1.5M
- AppianAPPN1,095,052 shares · 0.1% of their software · price −$1.3M$36.1M−$10.0M
- JFrogFROG1,194,717 shares · 0.1% of their software$35.1M−$1.5M
- DLocal LimitedDLO2,613,514 shares · 0.1% of their software · price +$8.5M$29.4M+$10.9M
- Paychex, Inc.PAYX181,359 shares · 0.1% of their software · price +$1.1M$25.4MNew · +$24.3M
- SchrödingerSDGR1,054,403 shares · 0.1% of their software · price +$780K$20.3M−$17.2M
- BlackLineBL297,953 shares · 0.1% of their software · price +$1.7M$18.1M−$5.6M
- PaycomPAYC78,503 shares · 0.1% of their software · price +$3.0M$16.1MFlat
- CrowdStrikeCRWD37,104 shares · 0.0% of their software · price +$2.3M$12.7MFlat
- DoceboDCBO236,724 shares · 0.0% of their software$10.6M−$822K
- MongoDBMDB29,617 shares · 0.0% of their software · price −$1.1M$6.9MFlat
- Nayax Ltd.NYAX51,247 shares · 0.0% of their software$1.5MFlat
- VaronisVRNS16,715 shares · 0.0% of their software$743KFlat
- Materialise NVMTLS83,119 shares · 0.0% of their software$585KFlat
- Calix, Inc.CALX13,308 shares · 0.0% of their software$464KFlat
- Bandwidth Inc.BAND27,017 shares · 0.0% of their software$460KFlat
- Expensify, Inc.EXFY74,307 shares · 0.0% of their software$249K−$1.7M
- VeevaVEEV110 shares · 0.0% of their software$23K−$3.2M