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 |
Joby Aviation
JOBY
|
$453M |
| 2 |
Datadog
DDOG
|
$423M |
| 3 |
Cloudflare
NET
|
$378M |
| 4 |
Mercado Libre
MELI
|
$311M |
| 5 |
Amazon
AMZN
|
$290M |
Top Sells
| 1 |
Tesla
TSLA
|
$750M |
| 2 |
Booking.com
BKNG
|
$484M |
| 3 |
Netflix
NFLX
|
$450M |
| 4 |
Spotify
SPOT
|
$372M |
| 5 |
Carvana
CVNA
|
$364M |
Sector Composition
| 1 | Consumer Discretionary | 27.35% |
| 2 | Technology | 24.66% |
| 3 | Healthcare | 18.87% |
| 4 | Communication Services | 12.6% |
| 5 | Financials | 5.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
NovoCure
NVCR
$1.38B
| $361M | 0.31% | 8,690,464 +86,963 | +1% | +$3.61M |
|
77
Estee Lauder
EL
$33B
| $356M | 0.3% | 1,813,960 -565,039 | -24% | -$111M |
|
78
Xylem
XYL
$34.5B
| $342M | 0.29% | 3,035,116 -187,700 | -6% | -$21.1M |
|
79
Mobileye
MBLY
$11.4B
| $326M | 0.28% | 8,495,206 +2,319,071 | +38% | +$89.1M |
|
80
Affirm
AFRM
$28.8B
| $298M | 0.25% | 19,409,369 -576,290 | -3% | -$8.83M |
|
81
STAAR Surgical
STAA
$1.36B
| $269M | 0.23% | 5,110,304 -14,037 | -0.3% | -$738K |
|
|
FTCH
82
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $268M | 0.23% | 44,382,817 -314,229 | -0.7% | -$1.9M |
|
83
Zoom
ZM
$24.4B
| $268M | 0.23% | 3,940,862 -4,388,180 | -53% | -$298M |
|
84
Twilio
TWLO
$16.2B
| $265M | 0.23% | 4,160,246 -416,426 | -9% | -$26.5M |
|
85
Floor & Decor
FND
$8.82B
| $264M | 0.22% | 2,537,680 -46,966 | -2% | -$4.88M |
|
86
SolarEdge
SEDG
$2.01B
| $252M | 0.21% | 935,211 +3,780 | +0.4% | +$1.02M |
|
87
Pool Corp
POOL
$11.6B
| $243M | 0.21% | 648,441 -11,613 | -2% | -$4.35M |
|
88
Penumbra
PEN
$10.6B
| $240M | 0.2% | 697,646 -30,710 | -4% | -$10.6M |
|
89
Coursera
COUR
$1.88B
| $235M | 0.2% | 18,053,679 -688,830 | -4% | -$8.97M |
|
90
HDFC Bank
HDB
$182B
| $235M | 0.2% | 3,368,930 -32,056 | -0.9% | -$2.23M |
|
91
Pinterest
PINS
$24.9B
| $231M | 0.2% | 8,466,549 -318,954 | -4% | -$8.72M |
|
92
Doximity
DOCS
$12.7B
| $225M | 0.19% | 6,599,164 +2,210,439 | +50% | +$75.2M |
|
93
Ecolab
ECL
$78.6B
| $222M | 0.19% | 1,190,328 -60,130 | -5% | -$11.2M |
|
94
Tencent Music
TME
$37.8B
| $213M | 0.18% | 28,821,565 +132,579 | +0.5% | +$978K |
|
95
Roku
ROKU
$14.2B
| $213M | 0.18% | 3,323,828 -75,798 | -2% | -$4.85M |
|
96
Credicorp
BAP
$20.4B
| $209M | 0.18% | 1,416,820 +20,713 | +1% | +$3.06M |
|
97
Howard Hughes
HHH
$4.53B
| $206M | 0.17% | 2,605,155 -29,778 | -1% | -$2.35M |
|
|
ABCM
98
DELISTED
Abcam plc American Depositary Shares
ABCM
| $199M | 0.17% | 8,152,052 -3,768,239 | -32% | -$92.2M |
|
|
HCP
99
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| $193M | 0.16% | 7,388,693 +108,068 | +1% | +$2.83M |
|
100
Banco Bradesco
BBD
$32.9B
| $189M | 0.16% | 54,548,284 -1,128,514 | -2% | -$3.9M |
|