Baillie Gifford files its Q2 13F ahead of the deadline:

Top 5 positions:

1. NVDA, 7.88%

2. MELI, 6.19%

3. AMZN, 5.78%

4. MRNA, 4.01%

5. SPOT, 3.93%

-Top Buys: ELF, UNH, AZO, KSPI, ENPH

-Top Sales: NVDA, SPOT, TSLA, TER, SHOP

-New Positions: AZO, STAA, CERT, ALB, NEOG

-13F AUM: $128B vs. $129B during Q1