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 |
Enphase Energy
ENPH
|
$539M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$446M |
| 3 |
Coupang
CPNG
|
$418M |
| 4 |
Meta Platforms (Facebook)
META
|
$381M |
| 5 |
Atlassian
TEAM
|
$359M |
Top Sells
| 1 |
Mercado Libre
MELI
|
$1.02B |
| 2 |
Tesla
TSLA
|
$896M |
| 3 |
Illumina
ILMN
|
$723M |
| 4 |
Trade Desk
TTD
|
$267M |
| 5 |
Netflix
NFLX
|
$235M |
Sector Composition
| 1 | Consumer Discretionary | 29.12% |
| 2 | Technology | 28.35% |
| 3 | Healthcare | 14.71% |
| 4 | Communication Services | 12.31% |
| 5 | Financials | 5.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Thermo Fisher Scientific
TMO
$186B
| $356M | 0.28% | 671,165 -25,769 | -4% | -$13.7M |
|
77
Xylem
XYL
$34.5B
| $351M | 0.28% | 3,066,639 +69,619 | +2% | +$7.96M |
|
78
SiteOne Landscape Supply
SITE
$6.39B
| $345M | 0.27% | 2,126,087 -93,623 | -4% | -$15.2M |
|
79
Pinterest
PINS
$24.9B
| $345M | 0.27% | 9,305,759 +1,043,173 | +13% | +$38.6M |
|
80
Albemarle
ALB
$9.99B
| $340M | 0.27% | 2,355,871 -83,301 | -3% | -$12M |
|
81
Autodesk
ADSK
$67.3B
| $322M | 0.26% | 1,322,121 +429,071 | +48% | +$104M |
|
82
Baidu
BIDU
$32.8B
| $312M | 0.25% | 2,618,533 -15,317 | -0.6% | -$1.82M |
|
83
Denali Therapeutics
DNLI
$2.23B
| $306M | 0.24% | 14,260,724 -420,303 | -3% | -$9.02M |
|
84
Texas Instruments
TXN
$184B
| $306M | 0.24% | 1,795,191 +1,385,725 | +338% | +$236M |
|
85
Twilio
TWLO
$16.2B
| $293M | 0.23% | 3,863,887 -218,734 | -5% | -$16.6M |
|
86
Roku
ROKU
$14.2B
| $282M | 0.22% | 3,074,831 -124,821 | -4% | -$11.4M |
|
87
Exact Sciences
EXAS
$8.98B
| $279M | 0.22% | 3,767,055 -299,275 | -7% | -$22.1M |
|
88
Adobe
ADBE
$151B
| $265M | 0.21% | 443,966 -323,021 | -42% | -$193M |
|
89
Insulet
PODD
$23.9B
| $263M | 0.21% | +1,212,759 | New | +$263M |
|
90
Floor & Decor
FND
$8.82B
| $262M | 0.21% | 2,345,761 -126,040 | -5% | -$14.1M |
|
91
ODDITY Tech
ODD
$3.36B
| $255M | 0.2% | 5,479,087 -80,730 | -1% | -$3.76M |
|
92
Sprout Social
SPT
$929M
| $253M | 0.2% | 4,114,040 -290,362 | -7% | -$17.8M |
|
93
Inspire Medical Systems
INSP
$2.77B
| $250M | 0.2% | 1,229,879 +1,212,175 | +6,847% | +$247M |
|
94
Estee Lauder
EL
$33B
| $248M | 0.2% | 1,694,595 -72,962 | -4% | -$10.7M |
|
95
Ecolab
ECL
$78.6B
| $243M | 0.19% | 1,225,068 +51,709 | +4% | +$10.3M |
|
96
Tencent Music
TME
$37.8B
| $241M | 0.19% | 26,745,199 -849,764 | -3% | -$7.66M |
|
97
Pool Corp
POOL
$11.6B
| $240M | 0.19% | 603,185 -29,540 | -5% | -$11.8M |
|
98
Recursion Pharmaceuticals
RXRX
$2.04B
| $238M | 0.19% | 24,179,504 -371,905 | -2% | -$3.67M |
|
99
Comfort Systems
FIX
$24.8B
| $236M | 0.19% | 1,146,299 -41,621 | -4% | -$8.56M |
|
100
Remitly
RELY
$3.82B
| $216M | 0.17% | 11,131,233 +5,057,557 | +83% | +$98.2M |
|