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 |
Elastic
ESTC
|
+$348M |
| 2 |
Mercado Libre
MELI
|
+$296M |
| 3 |
Nu Holdings
NU
|
+$254M |
| 4 |
Roblox
RBLX
|
+$219M |
| 5 |
Shopify
SHOP
|
+$201M |
Top Sells
| 1 |
Albemarle
ALB
|
+$185M |
| 2 |
Illumina
ILMN
|
+$176M |
| 3 |
Li Auto
LI
|
+$162M |
| 4 |
Trade Desk
TTD
|
+$145M |
| 5 |
Ferrari
RACE
|
+$138M |
Sector Composition
| 1 | Consumer Discretionary | 29% |
| 2 | Healthcare | 24.31% |
| 3 | Technology | 17.32% |
| 4 | Communication Services | 11.22% |
| 5 | Financials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Fortis
FTS
$24.6B
| $802K | ﹤0.01% |
20,990
-12,899
| -38% | -$493K |
|
277
MongoDB
MDB
$26.3B
| $716K | ﹤0.01% |
3,606
| – | – |
|
278
Wheaton Precious Metals
WPM
$48.1B
| $661K | ﹤0.01% |
20,416
| – | – |
|
279
Calix
CALX
$3.99B
| $650K | ﹤0.01% |
10,626
+479
| +5% | +$29.3K |
|
280
Varonis Systems
VRNS
$6.45B
| $601K | ﹤0.01% |
22,662
+984
| +5% | +$26.1K |
|
281
Coinbase
COIN
$77.6B
| $480K | ﹤0.01% |
7,447
| – | – |
|
282
CarGurus
CARG
$3.57B
| $459K | ﹤0.01% |
32,374
+1,466
| +5% | +$20.8K |
|
|
AVLR
283
DELISTED
Avalara, Inc.
AVLR
| $457K | ﹤0.01% |
4,975
+222
| +5% | +$20.4K |
|
284
Freshpet
FRPT
$2.72B
| $416K | ﹤0.01% |
8,298
+379
| +5% | +$19K |
|
285
Digital Realty Trust
DLR
$55B
| $406K | ﹤0.01% |
4,094
+438
| +12% | +$43.4K |
|
|
BNR
286
Burning Rock Biotech
BNR
$97.5M
| $383K | ﹤0.01% |
16,018
-17,771
| -53% | -$425K |
|
287
American Well
AMWL
$112M
| $378K | ﹤0.01% |
5,263
-26,313
| -83% | -$1.89M |
|
288
CS Disco
LAW
$355M
| $373K | ﹤0.01% |
37,283
+17,056
| +84% | +$171K |
|
289
Enphase Energy
ENPH
$5.07B
| $325K | ﹤0.01% |
1,168
+47
| +4% | +$13.1K |
|
290
SolarEdge
SEDG
$1.99B
| $320K | ﹤0.01% |
1,381
-139
| -9% | -$32.2K |
|
|
UBX
291
DELISTED
Unity Biotechnology
UBX
| $233K | ﹤0.01% |
58,911
| – | – |
|
292
Bandwidth Inc
BAND
$473M
| $147K | ﹤0.01% |
12,421
+560
| +5% | +$6.63K |
|
293
Stitch Fix
SFIX
$744M
| $139K | ﹤0.01% |
35,056
+1,608
| +5% | +$6.38K |
|
294
Precision BioSciences
DTIL
$58.6M
| $80K | ﹤0.01% |
2,048
+88
| +4% | +$3.44K |
|
295
Beyond Meat
BYND
$194M
| $62K | ﹤0.01% |
4,388
-8,424,121
| -100% | -$119M |
|
|
GBT
296
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $61K | ﹤0.01% |
892
+57
| +7% | +$3.9K |
|
|
PTRA
297
DELISTED
Proterra Inc. Common Stock
PTRA
| $60K | ﹤0.01% |
12,101
+535
| +5% | +$2.65K |
|
|
NEWR
298
DELISTED
New Relic, Inc.
NEWR
| $42K | ﹤0.01% |
733
| – | – |
|
299
Pure Storage
PSTG
$26B
| $37K | ﹤0.01% |
1,335
| – | – |
|
300
HubSpot
HUBS
$26.3B
| $34K | ﹤0.01% |
126
-5
| -4% | -$1.35K |
|