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 |
Trade Desk
TTD
|
$3.74B |
| 2 |
CoStar Group
CSGP
|
$899M |
| 3 |
10x Genomics
TXG
|
$712M |
| 4 |
Recursion Pharmaceuticals
RXRX
|
$676M |
| 5 |
Snowflake
SNOW
|
$621M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.57B |
| 2 |
Amazon
AMZN
|
$1.49B |
| 3 |
Mastercard
MA
|
$663M |
| 4 |
Ferrari
RACE
|
$384M |
| 5 |
Interactive Brokers
IBKR
|
$300M |
Sector Composition
| 1 | Consumer Discretionary | 29.73% |
| 2 | Healthcare | 22.49% |
| 3 | Technology | 18.75% |
| 4 | Communication Services | 13.22% |
| 5 | Financials | 4.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
CoStar Group
CSGP
$37.9B
| $994M | 0.48% | 12,000,170 +10,852,735 | +946% | +$899M |
|
|
52
10x Genomics
TXG
$1.74B
| $985M | 0.48% | 5,030,996 +3,634,870 | +260% | +$712M |
|
53
Estee Lauder
EL
$33B
| $980M | 0.48% | 3,080,217 +73,138 | +2% | +$23.3M |
|
54
Zillow
Z
$20.4B
| $975M | 0.48% | 7,977,013 +244,682 | +3% | +$29.9M |
|
|
55
Snowflake
SNOW
$79.6B
| $964M | 0.47% | 3,988,268 +2,570,112 | +181% | +$621M |
|
56
CBRE Group
CBRE
$48.2B
| $964M | 0.47% | 11,243,461 +316,539 | +3% | +$27.1M |
|
57
NetEase
NTES
$86.2B
| $963M | 0.47% | 8,357,535 -341,608 | -4% | -$39.4M |
|
58
TAL Education Group
TAL
$6.46B
| $946M | 0.46% | 37,511,707 -717,950 | -2% | -$18.1M |
|
|
FRC
59
DELISTED
First Republic Bank
FRC
| $935M | 0.46% | 4,993,404 +204,708 | +4% | +$38.3M |
|
60
TSMC
TSM
$1.2T
| $931M | 0.45% | 7,750,340 -48,996 | -0.6% | -$5.89M |
|
61
DoorDash
DASH
$105B
| $921M | 0.45% | 5,165,896 +196,369 | +4% | +$35M |
|
62
Appian
APPN
$2.28B
| $865M | 0.42% | 6,281,070 +325,546 | +5% | +$44.8M |
|
63
STAAR Surgical
STAA
$1.36B
| $850M | 0.41% | 5,575,832 +1,404,968 | +34% | +$214M |
|
64
MarketAxess Holdings
MKTX
$6.87B
| $823M | 0.4% | 1,774,631 +28,750 | +2% | +$13.3M |
|
65
Axon Enterprise
AXON
$58.7B
| $801M | 0.39% | 4,529,140 +189,716 | +4% | +$33.5M |
|
66
ResMed
RMD
$40.2B
| $799M | 0.39% | 3,240,089 +139,261 | +4% | +$34.3M |
|
67
Baidu
BIDU
$32.8B
| $788M | 0.38% | 3,862,845 -46,017 | -1% | -$9.38M |
|
68
Albemarle
ALB
$9.99B
| $779M | 0.38% | 4,624,140 -3,143 | -0.1% | -$529K |
|
69
S&P Global
SPGI
$167B
| $779M | 0.38% | 1,897,300 +57,522 | +3% | +$23.6M |
|
70
Mettler-Toledo International
MTD
$26.8B
| $761M | 0.37% | 549,459 -32,864 | -6% | -$45.5M |
|
71
Booking.com
BKNG
$181B
| $761M | 0.37% | 347,826 +11,958 | +4% | +$26.2M |
|
72
Thermo Fisher Scientific
TMO
$186B
| $759M | 0.37% | 1,504,290 +49,908 | +3% | +$25.2M |
|
73
Bilibili
BILI
$9.6B
| $748M | 0.36% | 6,138,712 -108,330 | -2% | -$13.2M |
|
74
Affirm
AFRM
$28.8B
| $728M | 0.35% | 10,812,981 +2,633,037 | +32% | +$177M |
|
|
FTCH
75
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $716M | 0.35% | 14,225,487 +427,900 | +3% | +$21.5M |
|