Mercado Libre leads with $8.5B, making it Baillie Gifford’s most valuable tech holding after its Jumia exit.
Amazon ($6.2B) and NVIDIA ($6.8B) remain major anchors in the portfolio, highlighting confidence in cloud, AI, and e-commerce.
The "Others" category holds the largest share ($75B), showing how Baillie Gifford’s exposure is spread widely beyond the major names.
Even post-Jumia, the portfolio is deeply rooted in innovation, with stakes in Spotify, Cloudflare, Moderna, and Shopify; covering audio streaming, cybersecurity, biotech, and e-commerce platforms.
Apple leads the global market with $3.863 trillion market capitalisation, followed closely by Nvidia at $3.355 trillion and Microsoft at $3.200 trillion.
Tesla ($1.385T) remains the most valuable automobile company, far ahead of traditional car manufacturers.
The highest-ranked non-tech company, Saudi Aramco, stands at $1.805 trillion.
Other trillion-dollar companies span industries such as finance (Berkshire Hathaway – $0.984T) and media (Meta – $1.514T).
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