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 | |
|---|---|---|---|---|---|---|
376
Logitech
LOGI
$15.3B
| $13.7K | ﹤0.01% |
235
| – | – |
|
377
PTC Therapeutics
PTCT
$3.92B
| $13.5K | ﹤0.01% |
278
+32
| +13% | +$1.55K |
|
378
Cognizant
CTSH
$35.3B
| $13K | ﹤0.01% |
214
+37
| +21% | +$2.25K |
|
379
Adeia
ADEA
$1.64B
| $12.8K | ﹤0.01% |
1,448
| – | – |
|
380
Opendoor
OPEN
$3.27B
| $12.7K | ﹤0.01% |
7,200
| – | – |
|
|
MNTV
381
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $12.5K | ﹤0.01% |
1,339
+244
| +22% | +$2.27K |
|
382
Procept Biorobotics
PRCT
$2.23B
| $12.4K | ﹤0.01% |
435
+59
| +16% | +$1.68K |
|
383
L3Harris
LHX
$51.9B
| $12K | ﹤0.01% |
61
| – | – |
|
384
Cytokinetics
CYTK
$4.23B
| $12K | ﹤0.01% |
340
| – | – |
|
385
Incyte
INCY
$16.5B
| $11.9K | ﹤0.01% |
165
| – | – |
|
386
Acadia Pharmaceuticals
ACAD
$4.38B
| $11.6K | ﹤0.01% |
618
+74
| +14% | +$1.39K |
|
387
Telus
TU
$25.1B
| $11.4K | ﹤0.01% |
576
+79
| +16% | +$1.57K |
|
388
QuidelOrtho
QDEL
$1.95B
| $11.4K | ﹤0.01% |
128
| – | – |
|
|
SUMO
389
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
| $11.3K | ﹤0.01% |
946
+220
| +30% | +$2.64K |
|
390
BlackBerry
BB
$2.28B
| $11.1K | ﹤0.01% |
2,434
| – | – |
|
|
SILK
391
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $11.1K | ﹤0.01% |
283
+48
| +20% | +$1.88K |
|
392
Nike
NKE
$114B
| $11K | ﹤0.01% |
90
| – | – |
|
|
GTM
393
ZoomInfo Technologies
GTM
$3.47B
| $11K | ﹤0.01% |
446
| – | – |
|
394
Coherus Oncology, Inc. Common Stock
CHRS
$135M
| $10.8K | ﹤0.01% |
1,585
| – | – |
|
|
AXNX
395
DELISTED
Axonics, Inc. Common Stock
AXNX
| $10.8K | ﹤0.01% |
198
| – | – |
|
396
CRH
CRH
$75.9B
| $10.7K | ﹤0.01% |
211
+59
| +39% | +$3K |
|
397
Robert Half
RHI
$3.8B
| $10.6K | ﹤0.01% |
131
| – | – |
|
398
FibroGen
FGEN
$47.8M
| $10.1K | ﹤0.01% |
539
+72
| +15% | +$1.34K |
|
399
Vale
VALE
$43.9B
| $9.97K | ﹤0.01% |
632
-15
| -2% | -$237 |
|
400
Opko Health
OPK
$1.1B
| $9.69K | ﹤0.01% |
6,635
| – | – |
|