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 | |
|---|---|---|---|---|---|---|
76
Brookfield
BN
$104B
| $331M | 0.25% |
7,233,581
+86,991
|
|
||
77
Copa Holdings
CPA
$4.93B
| $329M | 0.24% |
2,765,296
-137,799
|
|
||
78
Guardant Health
GH
$13.6B
| $320M | 0.24% |
5,127,692
+317,906
|
|
||
79
Tencent Music
TME
$28.4B
| $304M | 0.22% |
13,007,199
-3,806,125
|
|
||
80
Medpace
MEDP
$16.5B
| $301M | 0.22% |
584,796
+62,503
|
|
||
81
DraftKings
DKNG
$16.8B
| $288M | 0.21% |
7,687,841
-243,422
|
|
||
82
Grab
GRAB
$21.7B
| $287M | 0.21% |
47,625,480
-506,436
|
|
||
83
Doximity
DOCS
$9.57B
| $282M | 0.21% |
3,849,762
-84,269
|
|
||
84
Arthur J. Gallagher & Co
AJG
$63.1B
| $282M | 0.21% |
908,885
-31,643
|
|
||
85
Salesforce
CRM
$224B
| $266M | 0.2% |
1,120,363
-42,756
|
|
||
86
Eaton
ETN
$130B
| $261M | 0.19% |
697,894
-27,305
|
|
||
87
Pinterest
PINS
$18.2B
| $251M | 0.19% |
7,800,244
-209,496
|
|
||
88
ON Semiconductor
ON
$20.7B
| $250M | 0.19% |
5,064,602
-271,175
|
|
||
89
Deere & Co
DE
$126B
| $248M | 0.18% |
542,683
-11,215
|
|
||
90
Thermo Fisher Scientific
TMO
$219B
| $238M | 0.18% |
491,233
-13,443
|
|
||
91
HDFC Bank
HDB
$183B
| $233M | 0.17% |
6,806,818
-100,600
|
|
||
92
Autodesk
ADSK
$65.8B
| $231M | 0.17% |
726,446
-15,387
|
|
||
93
Penumbra
PEN
$11.3B
| $230M | 0.17% |
908,546
-13,581
|
|
||
94
Chewy
CHWY
$14B
| $223M | 0.17% |
5,517,323
-179,667
|
|
||
95
SharkNinja
SN
$14.3B
| $211M | 0.16% |
2,041,075
-112,513
|
|
||
96
Fabrinet
FN
$15.9B
| $202M | 0.15% |
553,158
-36,013
|
|
||
97
Kanzhun
BZ
$10.1B
| $200M | 0.15% |
8,564,702
+5,379,565
|
|
||
|
98
Coinbase
COIN
$72.8B
| $198M | 0.15% |
+587,422
|
|
||
99
EPAM Systems
EPAM
$10.6B
| $195M | 0.14% |
1,293,857
+221,544
|
|
||
100
Ecolab
ECL
$76.9B
| $195M | 0.14% |
711,667
-16,675
|
|