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 |
Royalty Pharma
RPRX
|
$709M |
| 2 |
WIX.com
WIX
|
$282M |
| 3 |
Spotify
SPOT
|
$279M |
| 4 |
Mercado Libre
MELI
|
$249M |
| 5 |
Roblox
RBLX
|
$228M |
Top Sells
| 1 |
KE Holdings
BEKE
|
$298M |
| 2 |
CBRE Group
CBRE
|
$283M |
| 3 |
Tesla
TSLA
|
$275M |
| 4 |
Amazon
AMZN
|
$256M |
| 5 |
NVIDIA
NVDA
|
$237M |
Sector Composition
| 1 | Consumer Discretionary | 27.47% |
| 2 | Healthcare | 25.5% |
| 3 | Technology | 17.5% |
| 4 | Communication Services | 10.66% |
| 5 | Financials | 6.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AGR
276
DELISTED
Avangrid, Inc.
AGR
| $974K | ﹤0.01% |
21,126
-2,481,919
| -99% | -$114M |
|
277
MongoDB
MDB
$26.1B
| $935K | ﹤0.01% |
3,606
+3,390
| +1,569% | +$879K |
|
278
Novanta
NOVT
$4.14B
| $920K | ﹤0.01% |
7,586
-350
| -4% | -$42.4K |
|
279
American Tower
AMT
$89.5B
| $911K | ﹤0.01% |
3,564
+492
| +16% | +$126K |
|
280
Xencor
XNCR
$598M
| $839K | ﹤0.01% |
30,657
-1,380
| -4% | -$37.8K |
|
281
Wheaton Precious Metals
WPM
$47.9B
| $736K | ﹤0.01% |
20,416
| – | – |
|
282
CarGurus
CARG
$3.55B
| $664K | ﹤0.01% |
30,908
-1,428
| -4% | -$30.7K |
|
283
Varonis Systems
VRNS
$6.36B
| $636K | ﹤0.01% |
21,678
-973
| -4% | -$28.5K |
|
|
APRN
284
DELISTED
Blue Apron Holdings, Inc. Class A Common Stock
APRN
| $541K | ﹤0.01% |
12,376
| – | – |
|
285
Digital Realty Trust
DLR
$54.7B
| $475K | ﹤0.01% |
3,656
+441
| +14% | +$57.3K |
|
286
SolarEdge
SEDG
$1.94B
| $416K | ﹤0.01% |
1,520
| – | – |
|
287
Beam Therapeutics
BEAM
$2.1B
| $413K | ﹤0.01% |
10,673
| – | – |
|
288
Freshpet
FRPT
$2.61B
| $411K | ﹤0.01% |
7,919
-365
| -4% | -$18.9K |
|
289
CS Disco
LAW
$347M
| $365K | ﹤0.01% |
20,227
-928
| -4% | -$16.7K |
|
290
Coinbase
COIN
$77.7B
| $350K | ﹤0.01% |
+7,447
| New | +$350K |
|
291
Calix
CALX
$4B
| $346K | ﹤0.01% |
10,147
-483
| -5% | -$16.5K |
|
|
AVLR
292
DELISTED
Avalara, Inc.
AVLR
| $336K | ﹤0.01% |
4,753
-216
| -4% | -$15.3K |
|
|
UBX
293
DELISTED
Unity Biotechnology
UBX
| $332K | ﹤0.01% |
58,911
| – | – |
|
294
Bandwidth Inc
BAND
$470M
| $223K | ﹤0.01% |
11,861
-573
| -5% | -$10.8K |
|
295
Enphase Energy
ENPH
$5.02B
| $219K | ﹤0.01% |
1,121
+157
| +16% | +$30.7K |
|
296
Stitch Fix
SFIX
$724M
| $166K | ﹤0.01% |
33,448
-1,521
| -4% | -$7.55K |
|
297
Agnico Eagle Mines
AEM
$76.4B
| $156K | ﹤0.01% |
3,400
| – | – |
|
298
Precision BioSciences
DTIL
$58.2M
| $94K | ﹤0.01% |
1,960
-92
| -4% | -$4.41K |
|
|
PTRA
299
DELISTED
Proterra Inc. Common Stock
PTRA
| $54K | ﹤0.01% |
11,566
+668
| +6% | +$3.12K |
|
300
HubSpot
HUBS
$25.9B
| $39K | ﹤0.01% |
131
-1
| -0.8% | -$298 |
|