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 | |
|---|---|---|---|---|---|---|
76
Ginkgo Bioworks
DNA
$750M
| $323M | 0.29% | 242,868,260 -1,308,383 | -0.5% | -$1.74M |
|
77
SiteOne Landscape Supply
SITE
$6.39B
| $315M | 0.28% | 2,299,762 -169,512 | -7% | -$23.2M |
|
78
Adobe
ADBE
$151B
| $312M | 0.28% | 810,578 -59,072 | -7% | -$22.8M |
|
79
Twilio
TWLO
$16.2B
| $305M | 0.28% | 4,576,672 -2,193,951 | -32% | -$146M |
|
80
Wayfair
W
$9.67B
| $295M | 0.27% | 8,585,838 +12,740 | +0.1% | +$437K |
|
|
81
SolarEdge
SEDG
$2.01B
| $283M | 0.26% | 931,431 +893,639 | +2,365% | +$272M |
|
82
Mobileye
MBLY
$11.4B
| $267M | 0.24% | 6,176,135 -6,226 | -0.1% | -$269K |
|
|
83
Floor & Decor
FND
$8.82B
| $254M | 0.23% | 2,584,646 +2,553,950 | +8,320% | +$251M |
|
84
Pinterest
PINS
$24.9B
| $240M | 0.22% | 8,785,503 +1,474,306 | +20% | +$40.2M |
|
85
Tencent Music
TME
$37.8B
| $238M | 0.21% | 28,688,986 -806,757 | -3% | -$6.68M |
|
86
Certara
CERT
$1.74B
| $229M | 0.21% | 9,498,846 -724,963 | -7% | -$17.5M |
|
87
HDFC Bank
HDB
$182B
| $227M | 0.2% | 3,400,986 +228,041 | +7% | +$15.2M |
|
88
Pool Corp
POOL
$11.6B
| $226M | 0.2% | 660,054 +659,984 | +942,834% | +$226M |
|
89
Affirm
AFRM
$28.8B
| $225M | 0.2% | 19,985,659 -233,475 | -1% | -$2.63M |
|
90
Roku
ROKU
$14.2B
| $224M | 0.2% | 3,399,626 -5,874 | -0.2% | -$387K |
|
|
FTCH
91
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $219M | 0.2% | 44,697,046 -2,263,378 | -5% | -$11.1M |
|
92
Chegg
CHGG
$159M
| $219M | 0.2% | 13,459,662 -4,469,863 | -25% | -$72.9M |
|
93
Entegris
ENTG
$12.7B
| $218M | 0.2% | 2,657,891 -242,525 | -8% | -$19.9M |
|
94
Advanced Drainage Systems
WMS
$11.2B
| $216M | 0.2% | 2,566,276 +2,448,435 | +2,078% | +$206M |
|
95
Coursera
COUR
$1.88B
| $216M | 0.19% | 18,742,509 +635,813 | +4% | +$7.32M |
|
|
HCP
96
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| $213M | 0.19% | 7,280,625 +110,873 | +2% | +$3.25M |
|
97
Howard Hughes
HHH
$4.53B
| $211M | 0.19% | 2,634,933 -210,427 | -7% | -$16.8M |
|
98
Ecolab
ECL
$78.6B
| $207M | 0.19% | 1,250,458 +31,713 | +3% | +$5.25M |
|
99
Penumbra
PEN
$10.6B
| $203M | 0.18% | 728,356 -533,452 | -42% | -$149M |
|
100
Autodesk
ADSK
$67.3B
| $198M | 0.18% | 952,438 +25,276 | +3% | +$5.26M |
|