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 | |
|---|---|---|---|---|---|---|
351
Johnson & Johnson
JNJ
$430B
| $18K | ﹤0.01% |
99
+10
| +11% | +$1.82K |
|
352
Kforce
KFRC
$598M
| $18K | ﹤0.01% |
295
| – | – |
|
|
NVEE
353
DELISTED
NV5 Global
NVEE
| $18K | ﹤0.01% |
620
+68
| +12% | +$1.97K |
|
354
Church & Dwight Co
CHD
$23.3B
| $17K | ﹤0.01% |
179
| – | – |
|
355
Dollar General
DG
$24.1B
| $17K | ﹤0.01% |
+69
| New | +$17K |
|
356
Expedia Group
EXPE
$26.6B
| $17K | ﹤0.01% |
176
+11
| +7% | +$1.06K |
|
357
Opko Health
OPK
$1.07B
| $17K | ﹤0.01% |
6,635
| – | – |
|
358
Snap-on
SNA
$17.1B
| $17K | ﹤0.01% |
86
| – | – |
|
359
Verint Systems
VRNT
$1.23B
| $17K | ﹤0.01% |
395
| – | – |
|
360
Avery Dennison
AVY
$13.1B
| $16K | ﹤0.01% |
100
| – | – |
|
|
BPMC
361
DELISTED
Blueprint Medicines
BPMC
| $16K | ﹤0.01% |
315
| – | – |
|
362
Hubbell
HUBB
$23.2B
| $16K | ﹤0.01% |
87
| – | – |
|
363
Lyft
LYFT
$6.91B
| $16K | ﹤0.01% |
1,228
-119,493
| -99% | -$1.56M |
|
|
INFN
364
DELISTED
Infinera Corporation Common Stock
INFN
| $16K | ﹤0.01% |
2,941
| – | – |
|
|
AYX
365
DELISTED
Alteryx, Inc.
AYX
| $16K | ﹤0.01% |
336
| – | – |
|
366
Celsius Holdings
CELH
$15B
| $15K | ﹤0.01% |
690
-90
| -12% | -$1.96K |
|
367
Enanta Pharmaceuticals
ENTA
$189M
| $15K | ﹤0.01% |
318
| – | – |
|
368
Goodyear
GT
$2.43B
| $15K | ﹤0.01% |
1,400
| – | – |
|
369
L3Harris
LHX
$51B
| $15K | ﹤0.01% |
61
| – | – |
|
370
Sarepta Therapeutics
SRPT
$1.96B
| $15K | ﹤0.01% |
199
+22
| +12% | +$1.66K |
|
371
Viavi Solutions
VIAV
$2.6B
| $15K | ﹤0.01% |
1,142
| – | – |
|
372
XPEL
XPEL
$987M
| $15K | ﹤0.01% |
326
+31
| +11% | +$1.43K |
|
373
A.O. Smith
AOS
$10.3B
| $14K | ﹤0.01% |
+263
| New | +$14K |
|
374
Gentex
GNTX
$6.25B
| $14K | ﹤0.01% |
516
| – | – |
|
375
Insmed
INSM
$30.7B
| $14K | ﹤0.01% |
707
| – | – |
|