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 | |
|---|---|---|---|---|---|---|
376
MaxLinear
MXL
$1.36B
| $14K | ﹤0.01% |
405
+5
| +1% | +$173 |
|
377
PagerDuty
PD
$1.54B
| $14K | ﹤0.01% |
565
| – | – |
|
378
Rambus
RMBS
$8.05B
| $14K | ﹤0.01% |
630
| – | – |
|
379
Tenable Holdings
TENB
$3.76B
| $14K | ﹤0.01% |
315
| – | – |
|
380
Target
TGT
$42.3B
| $14K | ﹤0.01% |
97
-8
| -8% | -$1.16K |
|
381
Accenture
ACN
$159B
| $13K | ﹤0.01% |
48
| – | – |
|
382
Apellis Pharmaceuticals
APLS
$3.55B
| $13K | ﹤0.01% |
+283
| New | +$13K |
|
383
BlackBerry
BB
$2.31B
| $13K | ﹤0.01% |
2,434
-297
| -11% | -$1.59K |
|
384
Brunswick
BC
$4.35B
| $13K | ﹤0.01% |
+200
| New | +$13K |
|
385
Cytokinetics
CYTK
$6.34B
| $13K | ﹤0.01% |
+340
| New | +$13K |
|
386
Incyte
INCY
$16.9B
| $13K | ﹤0.01% |
165
| – | – |
|
387
InMode
INMD
$947M
| $13K | ﹤0.01% |
596
+70
| +13% | +$1.53K |
|
388
Logitech
LOGI
$15.8B
| $13K | ﹤0.01% |
235
| – | – |
|
389
Paychex
PAYX
$48.7B
| $13K | ﹤0.01% |
116
| – | – |
|
390
Skyworks Solutions
SWKS
$11.2B
| $13K | ﹤0.01% |
136
| – | – |
|
|
MRTX
391
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $13K | ﹤0.01% |
+196
| New | +$13K |
|
392
Blackrock
BLK
$170B
| $12K | ﹤0.01% |
19
| – | – |
|
393
Emergent Biosolutions
EBS
$404M
| $12K | ﹤0.01% |
385
| – | – |
|
394
Glaukos
GKOS
$5.39B
| $12K | ﹤0.01% |
269
+35
| +15% | +$1.56K |
|
395
J&J Snack Foods
JJSF
$2.12B
| $12K | ﹤0.01% |
83
| – | – |
|
396
Procept Biorobotics
PRCT
$2.26B
| $12K | ﹤0.01% |
376
| – | – |
|
397
QuidelOrtho
QDEL
$1.95B
| $12K | ﹤0.01% |
128
| – | – |
|
398
WD-40
WDFC
$2.95B
| $12K | ﹤0.01% |
58
| – | – |
|
399
Walmart
WMT
$801B
| $12K | ﹤0.01% |
303
| – | – |
|
400
West Pharmaceutical
WST
$18B
| $12K | ﹤0.01% |
+40
| New | +$12K |
|