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 |
Advanced Micro Devices
AMD
|
$855M |
| 2 |
Samsara
IOT
|
$371M |
| 3 |
SolarEdge
SEDG
|
$272M |
| 4 |
Moderna
MRNA
|
$258M |
| 5 |
Floor & Decor
FND
|
$251M |
Top Sells
| 1 |
Salesforce
CRM
|
$439M |
| 2 |
Illumina
ILMN
|
$388M |
| 3 |
NVIDIA
NVDA
|
$379M |
| 4 |
FRC
First Republic Bank
FRC
|
$333M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$326M |
Sector Composition
| 1 | Consumer Discretionary | 27.8% |
| 2 | Healthcare | 22.38% |
| 3 | Technology | 21.76% |
| 4 | Communication Services | 11.88% |
| 5 | Financials | 5.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Blackrock
BLK
$175B
| $17.4K | ﹤0.01% |
26
+2
| +8% | +$1.34K |
|
|
SMAR
352
DELISTED
Smartsheet Inc.
SMAR
| $16.8K | ﹤0.01% |
352
| – | – |
|
|
SPWR
353
DELISTED
SunPower Corporation Common Stock
SPWR
| $16.7K | ﹤0.01% |
1,210
| – | – |
|
354
Johnson & Johnson
JNJ
$427B
| $16.7K | ﹤0.01% |
108
| – | – |
|
355
Fox Class A
FOXA
$26.6B
| $16.3K | ﹤0.01% |
480
+50
| +12% | +$1.7K |
|
356
Gentex
GNTX
$6.15B
| $16.3K | ﹤0.01% |
583
+67
| +13% | +$1.88K |
|
357
MaxLinear
MXL
$1.37B
| $16.2K | ﹤0.01% |
460
+55
| +14% | +$1.94K |
|
358
Skyworks Solutions
SWKS
$11.1B
| $16K | ﹤0.01% |
136
| – | – |
|
359
Boston Omaha
BOC
$420M
| $16K | ﹤0.01% |
676
| – | – |
|
360
Medifast
MED
$154M
| $16K | ﹤0.01% |
154
+16
| +12% | +$1.66K |
|
361
West Pharmaceutical
WST
$17.8B
| $15.9K | ﹤0.01% |
46
+6
| +15% | +$2.08K |
|
362
Merck
MRK
$210B
| $15.7K | ﹤0.01% |
148
| – | – |
|
363
Paychex
PAYX
$50.2B
| $15.7K | ﹤0.01% |
137
+21
| +18% | +$2.41K |
|
364
CrowdStrike
CRWD
$106B
| $15.6K | ﹤0.01% |
114
| – | – |
|
365
Regenxbio
RGNX
$451M
| $15.4K | ﹤0.01% |
817
+65
| +9% | +$1.23K |
|
366
J&J Snack Foods
JJSF
$2.17B
| $15.3K | ﹤0.01% |
103
| – | – |
|
367
Dollar General
DG
$23.9B
| $15.2K | ﹤0.01% |
72
+10
| +16% | +$2.11K |
|
368
Piedmont Lithium
PLL
$159M
| $15.1K | ﹤0.01% |
251
| – | – |
|
369
Enanta Pharmaceuticals
ENTA
$180M
| $14.6K | ﹤0.01% |
360
+42
| +13% | +$1.7K |
|
370
WD-40
WDFC
$2.92B
| $14.2K | ﹤0.01% |
80
| – | – |
|
|
BPMC
371
DELISTED
Blueprint Medicines
BPMC
| $14.2K | ﹤0.01% |
315
| – | – |
|
372
BioCryst Pharmaceuticals
BCRX
$1.74B
| $14.1K | ﹤0.01% |
1,687
| – | – |
|
373
Expeditors International
EXPD
$16.4B
| $13.8K | ﹤0.01% |
125
+18
| +17% | +$1.98K |
|
374
Accenture
ACN
$162B
| $13.7K | ﹤0.01% |
48
| – | – |
|
375
Insmed
INSM
$28.8B
| $13.7K | ﹤0.01% |
802
+95
| +13% | +$1.62K |
|