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 |
Amazon
AMZN
|
$3.27B |
| 2 |
Baidu
BIDU
|
$2.87B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.86B |
| 4 |
eBay
EBAY
|
$1.48B |
| 5 |
Illumina
ILMN
|
$1.23B |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 24.85% |
| 2 | Communication Services | 21.48% |
| 3 | Financials | 10.72% |
| 4 | Healthcare | 10.4% |
| 5 | Technology | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PX
51
DELISTED
Praxair Inc
PX
| $150M | 0.45% |
+1,298,820
| New | +$150M |
|
52
NOV
NOV
$4.86B
| $145M | 0.44% |
+2,106,001
| New | +$145M |
|
53
Cemex
CX
$13.3B
| $131M | 0.4% |
+12,416,166
| New | +$131M |
|
54
O'Reilly Automotive
ORLY
$87.6B
| $131M | 0.4% |
+1,162,388
| New | +$131M |
|
55
M&T Bank
MTB
$31.1B
| $129M | 0.39% |
+1,150,524
| New | +$129M |
|
|
BBBY
56
DELISTED
Bed Bath & Beyond Inc
BBBY
| $128M | 0.39% |
+1,806,765
| New | +$128M |
|
57
Pfizer
PFE
$142B
| $126M | 0.38% |
+4,501,431
| New | +$126M |
|
58
Arcos Dorados Holdings
ARCO
$1.46B
| $124M | 0.38% |
+10,608,069
| New | +$124M |
|
59
Berkshire Hathaway Class B
BRK.B
$1.08T
| $122M | 0.37% |
+1,087,973
| New | +$122M |
|
|
ALTR
60
DELISTED
ALTERA CORP
ALTR
| $121M | 0.37% |
+3,674,899
| New | +$121M |
|
61
Teradata
TDC
$1.96B
| $109M | 0.33% |
+2,166,046
| New | +$109M |
|
62
Johnson & Johnson
JNJ
$429B
| $109M | 0.33% |
+1,266,441
| New | +$109M |
|
63
Teradyne
TER
$19.2B
| $107M | 0.32% |
+6,078,772
| New | +$107M |
|
64
US Bancorp
USB
$75.5B
| $104M | 0.32% |
+2,886,724
| New | +$104M |
|
65
Petrobras
PBR
$80B
| $104M | 0.32% |
+7,755,335
| New | +$104M |
|
|
YOKU
66
DELISTED
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
| $104M | 0.31% |
+5,406,675
| New | +$104M |
|
|
WPRT
67
Westport Fuel Systems
WPRT
$47.9M
| $104M | 0.31% |
+3,086,870
| New | +$104M |
|
68
Lincoln Electric
LECO
$13.4B
| $102M | 0.31% |
+1,788,869
| New | +$102M |
|
|
QGENF
69
DELISTED
QIAGEN NV
QGENF
| $97M | 0.29% |
+4,872,700
| New | +$97M |
|
70
Sociedad Química y Minera de Chile
SQM
$12.4B
| $96.8M | 0.29% |
+2,395,268
| New | +$96.8M |
|
71
Mettler-Toledo International
MTD
$26.3B
| $89.9M | 0.27% |
+446,929
| New | +$89.9M |
|
|
KRFT
72
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $83.7M | 0.25% |
+1,498,413
| New | +$83.7M |
|
73
ICICI Bank
IBN
$113B
| $82.1M | 0.25% |
+2,146,900
| New | +$82.1M |
|
|
74
Petrobras Class A
PBR.A
$74B
| $81.5M | 0.25% |
+5,561,786
| New | +$81.5M |
|
75
Pricesmart
PSMT
$3.32B
| $81.3M | 0.25% |
+927,706
| New | +$81.3M |
|