
Whoa, Cowboy.
Posts from this topic will be added to your daily email digest and your homepage feed. See All Electric Bikes
Posts from this topic will be added to your daily email digest and your homepage feed. See All News
Posts from this topic will be added to your daily email digest and your homepage feed. See All Rideables
Posts from this topic will be added to your daily email digest and your homepage feed.
See All Transportation
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
13 minutes ago
- Yahoo
Baillie Gifford's Strategic Moves: Shopify Inc. Sees a Significant Reduction
Exploring the Latest 13F Filing and Investment Adjustments Baillie Gifford (Trades, Portfolio) recently submitted the 13F filing for the second quarter of 2025, providing insights into its investment moves during this period. Established over a century ago, Baillie Gifford (Trades, Portfolio) is a renowned investment management partnership that prioritizes existing clients' interests by closing products to new business, ensuring the integrity of strategies and quality of service. The firm manages portfolios for some of the world's largest professional investors, including leading pension funds and financial institutions across the globe. Baillie Gifford (Trades, Portfolio)'s investment philosophy is rooted in a rigorous process of fundamental analysis and proprietary research, focusing on identifying companies with the potential for sustainable growth over the long term. This approach has guided the firm's strategy for more than a century. Warning! GuruFocus has detected 3 Warning Sign with MELI. Summary of New Buy Baillie Gifford (Trades, Portfolio) added a total of 18 stocks, among them: The most significant addition was Tempus AI Inc (NASDAQ:TEM), with 12,094,029 shares, accounting for 0.57% of the portfolio and a total value of $768.45 million. The second largest addition to the portfolio was Dollar General Corp (NYSE:DG), consisting of 3,355,848 shares, representing approximately 0.29% of the portfolio, with a total value of $383.84 million. The third largest addition was FTAI Aviation Ltd (NASDAQ:FTAI), with 2,569,289 shares, accounting for 0.22% of the portfolio and a total value of $295.57 million. Key Position Increases Baillie Gifford (Trades, Portfolio) also increased stakes in a total of 55 stocks, among them: The most notable increase was Reddit Inc (NYSE:RDDT), with an additional 5,732,328 shares, bringing the total to 6,482,328 shares. This adjustment represents a significant 764.31% increase in share count, a 0.65% impact on the current portfolio, with a total value of $976.04 million. The second largest increase was AppLovin Corp (NASDAQ:APP), with an additional 1,129,874 shares, bringing the total to 6,400,229. This adjustment represents a significant 21.44% increase in share count, with a total value of $2,240.59 million. Summary of Sold Out Baillie Gifford (Trades, Portfolio) completely exited 20 holdings in the second quarter of 2025, as detailed below: BeOne Medicines Ltd (NASDAQ:ONC): Baillie Gifford (Trades, Portfolio) sold all 3,630,710 shares, resulting in a -0.86% impact on the portfolio. Elastic NV (NYSE:ESTC): Baillie Gifford (Trades, Portfolio) liquidated all 7,843,557 shares, causing a -0.61% impact on the portfolio. Key Position Reduces Baillie Gifford (Trades, Portfolio) also reduced positions in 175 stocks. The most significant changes include: Reduced Shopify Inc (NASDAQ:SHOP) by 18,129,676 shares, resulting in a -32.45% decrease in shares and a -1.51% impact on the portfolio. The stock traded at an average price of $99.95 during the quarter and has returned 65.09% over the past 3 months and 45.68% year-to-date. Reduced Workday Inc (NASDAQ:WDAY) by 4,016,845 shares, resulting in a -71.43% reduction in shares and a -0.82% impact on the portfolio. The stock traded at an average price of $243.43 during the quarter and has returned -7.55% over the past 3 months and -11.22% year-to-date. Portfolio Overview At the second quarter of 2025, Baillie Gifford (Trades, Portfolio)'s portfolio included 263 stocks, with top holdings including 6.84% in MercadoLibre Inc (NASDAQ:MELI), 5.79% in NVIDIA Corp (NASDAQ:NVDA), 5.52% in Spotify Technology SA (NYSE:SPOT), 5.46% in Inc (NASDAQ:AMZN), and 4.97% in Sea Ltd (NYSE:SE). The holdings are mainly concentrated in 11 industries: Consumer Cyclical, Technology, Communication Services, Healthcare, Financial Services, Industrials, Consumer Defensive, Basic Materials, Real Estate, Energy, and Utilities. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus.


The Verge
15 minutes ago
- The Verge
Another 'tea' app is reportedly leaking users' personal information.
Posted Aug 6, 2025 at 10:20 PM UTC Follow topics and authors from this story to see more like this in your personalized homepage feed and to receive email updates. Lauren Feiner Posts from this author will be added to your daily email digest and your homepage feed. See All by Lauren Feiner Posts from this topic will be added to your daily email digest and your homepage feed. See All News Posts from this topic will be added to your daily email digest and your homepage feed. See All Privacy Posts from this topic will be added to your daily email digest and your homepage feed. See All Security Posts from this topic will be added to your daily email digest and your homepage feed. See All Tech


Bloomberg
15 minutes ago
- Bloomberg
Word of Mouth Fueling Our Business: Remitly CEO
Matt Oppenheimer, Remitly Co-Founder and CEO, says word-of-mouth is helping the business grow, as the company offers an affordable, fast, and convenient international person-to-person payment solution. He speaks with Romaine Bostick and Vonnie Quinn on 'The Close' about how the business is improving the slow, outdated international payment system. (Source: Bloomberg)