Baillie Gifford & Co Portfolio holdings
Baillie Gifford & Co., founded in 1908 by Lt Col Augustus Baillie and Carlyle Gifford and headquartered in Edinburgh, Scotland, is an independent, partnership-owned investment management firm renowned for its long-term, growth-oriented approach, managing over £230 billion ($290 billion USD) in assets as of late 2024. Focusing primarily on global equities, the firm serves institutional clients like pension funds and retail investors through mutual funds and investment trusts, such as the Scottish Mortgage Investment Trust, emphasizing fundamental research into innovative, high-growth companies—often holding stakes in firms like Tesla and Amazon for decades. With around 2,000 employees across offices in London, New York, Hong Kong, and beyond, Baillie Gifford operates without external ownership pressures, allowing its 58 partners to prioritize patience and conviction over short-term market trends. Known for its low-profile culture and ESG integration, the firm has earned a reputation as a thoughtful, contrarian investor in a world of rapid-fire trading.
Top Buys
| 1 |
Ginkgo Bioworks
DNA
|
$1.05B |
| 2 |
Peloton Interactive
PTON
|
$691M |
| 3 |
DoorDash
DASH
|
$456M |
| 4 |
Certara
CERT
|
$393M |
| 5 |
Service Corp International
SCI
|
$374M |
Top Sells
| 1 |
Alibaba
BABA
|
$2.33B |
| 2 |
Tesla
TSLA
|
$1.55B |
| 3 |
Moderna
MRNA
|
$1.41B |
| 4 |
Amazon
AMZN
|
$884M |
| 5 |
NetEase
NTES
|
$692M |
Sector Composition
| 1 | Consumer Discretionary | 27.71% |
| 2 | Healthcare | 26.02% |
| 3 | Technology | 19.32% |
| 4 | Communication Services | 12.04% |
| 5 | Financials | 4.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Wheaton Precious Metals
WPM
$47.3B
| $767K | ﹤0.01% |
20,416
+6,652
| +48% | +$250K |
|
277
American Tower
AMT
$92.9B
| $512K | ﹤0.01% |
+1,930
| New | +$512K |
|
278
SolarEdge
SEDG
$2.04B
| $426K | ﹤0.01% |
1,609
+1,419
| +747% | +$376K |
|
|
MBT
279
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $286K | ﹤0.01% |
29,700
| – | – |
|
280
VYNE Therapeutics
VYNE
$7.62M
| $138K | ﹤0.01% |
5,487
| – | – |
|
281
Enphase Energy
ENPH
$5.18B
| $135K | ﹤0.01% |
+900
| New | +$135K |
|
|
PTRA
282
DELISTED
Proterra Inc. Common Stock
PTRA
| $107K | ﹤0.01% |
+10,600
| New | +$107K |
|
283
Pan American Silver
PAAS
$14.6B
| $105K | ﹤0.01% |
4,500
| – | – |
|
284
MongoDB
MDB
$26.4B
| $100K | ﹤0.01% |
213
-26
| -11% | -$12.2K |
|
285
First Majestic Silver
AG
$4.47B
| $92K | ﹤0.01% |
8,100
| – | – |
|
286
Hecla Mining
HL
$6.04B
| $92K | ﹤0.01% |
16,700
| – | – |
|
287
HubSpot
HUBS
$25.7B
| $89K | ﹤0.01% |
132
-17
| -11% | -$11.5K |
|
288
RingCentral
RNG
$2.89B
| $78K | ﹤0.01% |
358
-45
| -11% | -$9.8K |
|
|
COUP
289
DELISTED
Coupa Software Incorporated
COUP
| $71K | ﹤0.01% |
324
-36
| -10% | -$7.89K |
|
290
Varonis Systems
VRNS
$6.28B
| $63K | ﹤0.01% |
1,042
+108
| +12% | +$6.53K |
|
|
NEWR
291
DELISTED
New Relic, Inc.
NEWR
| $53K | ﹤0.01% |
742
-98
| -12% | -$7K |
|
292
8x8 Inc
EGHT
$282M
| $51K | ﹤0.01% |
2,193
-325
| -13% | -$7.56K |
|
|
EH
293
EHang Holdings
EH
$1.16B
| $50K | ﹤0.01% |
+2,100
| New | +$50K |
|
294
InMode
INMD
$947M
| $49K | ﹤0.01% |
616
-122
| -17% | -$9.71K |
|
|
CSOD
295
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $48K | ﹤0.01% |
838
-133
| -14% | -$7.62K |
|
296
Amkor Technology
AMKR
$6.09B
| $47K | ﹤0.01% |
1,891
-314
| -14% | -$7.8K |
|
297
Advanced Micro Devices
AMD
$245B
| $44K | ﹤0.01% |
428
-85
| -17% | -$8.74K |
|
298
Bandwidth Inc
BAND
$473M
| $41K | ﹤0.01% |
448
+126
| +39% | +$11.5K |
|
299
Xencor
XNCR
$610M
| $41K | ﹤0.01% |
1,259
+355
| +39% | +$11.6K |
|
300
Inspire Medical Systems
INSP
$2.56B
| $40K | ﹤0.01% |
170
-28
| -14% | -$6.59K |
|