Baillie Gifford International Concentrated Growth Equities Fund Buys Alibaba Group Holding, ...

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Investment company Baillie Gifford International Concentrated Growth Equities Fund (Current Portfolio) buys Alibaba Group Holding, Spotify Technology SA, Ocado Group PLC, sells Alibaba Group Holding, Tesla Inc, NVIDIA Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Baillie Gifford International Concentrated Growth Equities Fund. As of 2021Q3, Baillie Gifford International Concentrated Growth Equities Fund owns 25 stocks with a total value of $134 million. These are the details of the buys and sells.

  • New Purchases: 09988,

  • Added Positions: SPOT, ZAL, MELI, ASML, OCDO, 03690, ADYEN, 00700, RMS, 2413, KER, DHER, GMAB, SHOP, RACE, NIO, KINV B, OR, 02318, ATCO B,

  • Reduced Positions: TSLA, NVDA, MRNA,

  • Sold Out: BABA,


For the details of Baillie Gifford International Concentrated Growth Equities Fund's stock buys and sells,
go to https://www.gurufocus.com/guru/baillie+gifford+international+concentrated+growth+equities+fund/current-portfolio/portfolioThese are the top 5 holdings of Baillie Gifford International Concentrated Growth Equities Fund

  1. ASML Holding NV (ASML) - 25,422 shares, 14.18% of the total portfolio. Shares added by 4.73%

  2. MercadoLibre Inc (MELI) - 8,085 shares, 10.14% of the total portfolio. Shares added by 6.69%

  3. Meituan (03690) - 259,400 shares, 6.18% of the total portfolio. Shares added by 6.71%

  4. Moderna Inc (MRNA) - 20,152 shares, 5.79% of the total portfolio. Shares reduced by 5.46%

  5. Adyen NV (ADYEN) - 2,592 shares, 5.41% of the total portfolio. Shares added by 6.54%

New Purchase: Alibaba Group Holding Ltd (09988)

Baillie Gifford International Concentrated Growth Equities Fund initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $141.9 and $212, with an estimated average price of $177.96. The stock is now traded at around $117.000000. The impact to a portfolio due to this purchase was 3.05%. The holding were 220,524 shares as of 2021-09-30. Added: Spotify Technology SA (SPOT)
Baillie Gifford International Concentrated Growth Equities Fund added to a holding in Spotify Technology SA by 34.78%. The purchase prices were between $205.08 and $268.63, with an estimated average price of $236.42. The stock is now traded at around $235.280000. The impact to a portfolio due to this purchase was 1.01%. The holding were 23,183 shares as of 2021-09-30. Added: Ocado Group PLC (OCDO)
Baillie Gifford International Concentrated Growth Equities Fund added to a holding in Ocado Group PLC by 28.35%. The purchase prices were between $16.63 and $20.9, with an estimated average price of $18.65. The stock is now traded at around $16.970000. The impact to a portfolio due to this purchase was 0.61%. The holding were 166,129 shares as of 2021-09-30. Sold Out: Alibaba Group Holding Ltd (BABA)
Baillie Gifford International Concentrated Growth Equities Fund sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

Here is the complete portfolio of Baillie Gifford International Concentrated Growth Equities Fund. Also check out:

1. Baillie Gifford International Concentrated Growth Equities Fund's Undervalued Stocks

2. Baillie Gifford International Concentrated Growth Equities Fund's Top Growth Companies, and

3. Baillie Gifford International Concentrated Growth Equities Fund's High Yield stocks

4. Stocks that Baillie Gifford International Concentrated Growth Equities Fund keeps buyingThis article first appeared on GuruFocus.

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