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 | +$371M | |
| 2 | +$239M | |
| 3 | +$202M | |
| 4 |
Coinbase
COIN
|
+$198M |
| 5 |
MSCI
MSCI
|
+$188M |
Top Sells
| 1 | +$789M | |
| 2 | +$652M | |
| 3 | +$469M | |
| 4 |
Mercado Libre
MELI
|
+$440M |
| 5 |
Roblox
RBLX
|
+$427M |
Sector Composition
| 1 | Consumer Discretionary | 30.08% |
| 2 | Technology | 26.41% |
| 3 | Communication Services | 19.83% |
| 4 | Healthcare | 7.88% |
| 5 | Financials | 6.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
e.l.f. Beauty
ELF
$4.55B
| $974M | 0.72% |
7,349,678
-421,093
|
|
||
27
Duolingo
DUOL
$8.57B
| $910M | 0.67% |
2,827,834
+628,943
|
|
||
28
Mastercard
MA
$496B
| $887M | 0.66% |
1,559,732
-31,317
|
|
||
|
XYZ
29
Block Inc
XYZ
$39.5B
| $842M | 0.62% |
11,655,303
-357,341
|
|
||
30
Joby Aviation
JOBY
$12.7B
| $814M | 0.6% |
50,420,953
-2,403,776
|
|
||
31
Ryanair
RYAAY
$34.9B
| $812M | 0.6% |
13,485,567
-2,334,486
|
|
||
32
Service Corp International
SCI
$11B
| $806M | 0.6% |
9,689,267
-310,787
|
|
||
|
TEM
33
Tempus AI
TEM
$13.5B
| $782M | 0.58% |
9,692,441
-2,401,588
|
|
||
34
BioNTech
BNTX
$23.2B
| $777M | 0.58% |
7,879,359
-159,513
|
|
||
35
Martin Marietta Materials
MLM
$36.7B
| $754M | 0.56% |
1,195,794
-35,149
|
|
||
36
Tesla
TSLA
$1.43T
| $737M | 0.55% |
1,657,487
-42,629
|
|
||
37
Alphabet (Google) Class C
GOOG
$3.83T
| $708M | 0.52% |
2,906,948
-62,880
|
|
||
38
Elevance Health
ELV
$73.3B
| $700M | 0.52% |
2,166,914
-70,108
|
|
||
39
CoStar Group
CSGP
$28.8B
| $695M | 0.52% |
8,241,642
-298,727
|
|
||
40
Symbotic
SYM
$8.22B
| $684M | 0.51% |
12,683,739
-756,374
|
|
||
41
Rivian
RIVN
$21.2B
| $660M | 0.49% |
44,937,443
-2,647,037
|
|
||
42
Insulet
PODD
$21.9B
| $646M | 0.48% |
2,091,698
-43,370
|
|
||
43
Snowflake
SNOW
$88.4B
| $631M | 0.47% |
2,795,556
-52,568
|
|
||
44
AutoZone
AZO
$63.8B
| $617M | 0.46% |
143,931
-4,178
|
|
||
45
Royalty Pharma
RPRX
$17.1B
| $613M | 0.45% |
17,372,502
-647,953
|
|
||
46
Rocket Lab Corp
RKLB
$22.6B
| $581M | 0.43% |
12,125,910
+7,734,788
|
|
||
47
Moderna
MRNA
$9.62B
| $564M | 0.42% |
21,846,666
-247,458
|
|
||
48
AeroVironment
AVAV
$13.2B
| $562M | 0.42% |
1,783,679
-155,019
|
|
||
49
WIX.com
WIX
$5.3B
| $514M | 0.38% |
2,892,145
-91,790
|
|
||
50
The Ensign Group
ENSG
$10.7B
| $487M | 0.36% |
2,818,609
+1,382,035
|
|