Stock IdeasNov. 02, 2025 7:11 PM ETNVDA, MELI, SE, AMZN, SPOT, SHOP, CPNG, NET, APP, NFLX, PDD, NU, META, MSFT, RACE, TTD, ALNY, DXCM, TEM, TSLA, NFLX:CA, NVDA:CA, MSFT:CA, META:CA, APPS:CA, SHOP:CA, AMZN:CA, TSLA:CA, ZMET:CA, ZNFL:CA, ZNVD:CA, ZTSL:CA1 CommentJohn Vincent25.72K FollowersBaillie Gifford’s Q3 2025 13F portfolio saw a marginal increase to ~$135B, with top holdings in NVDA, MELI, SE, AMZN, and SPOT.NVDA remains the largest position at 6.43% despite continued trimming.Gains were harvested in SPOT, SHOP, NFLX, RACE, and ALNY through reductions.The portfolio remains diversified with around 300 securities, focusing on large, high-conviction positions and active management of tech and growth names.JINGXUAN JI/iStock via Getty ImagesThis article is part of a series that provides an ongoing analysis of the changes made to Baillie Gifford’s 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filedThis article was written byJohn Vincent25.72K FollowersFocused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum. Asymmetric Bets Focus. Broader commentary for DIY investors at Substack: https://diyabsolutereturns.substack.com/ . Check out my new book Demystifying Bitcoin - Paving the Way to Global Digital Money: https://t.co/edXb1HbihuAnalyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN, META, GOOGL, TSLA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comment(1)Recommended For You