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 |
Amazon
AMZN
|
$3.27B |
| 2 |
Baidu
BIDU
|
$2.87B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.86B |
| 4 |
eBay
EBAY
|
$1.48B |
| 5 |
Illumina
ILMN
|
$1.23B |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 24.85% |
| 2 | Communication Services | 21.48% |
| 3 | Financials | 10.72% |
| 4 | Healthcare | 10.4% |
| 5 | Technology | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Angi Inc
ANGI
$786M
| $28.1M | 0.09% |
+1,057,908
| New | +$28.1M |
|
102
Alnylam Pharmaceuticals
ALNY
$58.5B
| $27.9M | 0.08% |
+900,900
| New | +$27.9M |
|
103
lululemon athletica
LULU
$24B
| $27.9M | 0.08% |
+425,800
| New | +$27.9M |
|
104
Protalix BioTherapeutics
PLX
$124M
| $23.5M | 0.07% |
+4,780,062
| New | +$23.5M |
|
105
iRobot
IRBT
$103M
| $23.4M | 0.07% |
+589,400
| New | +$23.4M |
|
|
BKW
106
DELISTED
BURGER KING WORLDWIDE
BKW
| $23.4M | 0.07% |
+1,200,600
| New | +$23.4M |
|
|
BEAM
107
DELISTED
BEAM INC COM STK (DE)
BEAM
| $23M | 0.07% |
+364,603
| New | +$23M |
|
108
Rockwell Automation
ROK
$38.6B
| $22.1M | 0.07% |
+266,082
| New | +$22.1M |
|
109
Martin Marietta Materials
MLM
$37.2B
| $22.1M | 0.07% |
+224,581
| New | +$22.1M |
|
110
American International
AIG
$44.9B
| $21.6M | 0.07% |
+483,000
| New | +$21.6M |
|
111
Vale
VALE
$43.4B
| $19.6M | 0.06% |
+1,492,235
| New | +$19.6M |
|
112
Workday
WDAY
$61.6B
| $19.2M | 0.06% |
+300,000
| New | +$19.2M |
|
113
Zillow
ZG
$19.7B
| $18.9M | 0.06% |
+335,040
| New | +$18.9M |
|
|
OPEN
114
DELISTED
OPENTABLE,INC COMMON STOCK
OPEN
| $18.7M | 0.06% |
+292,600
| New | +$18.7M |
|
|
PWE
115
DELISTED
Penn West Energy Petroleum Ltd
PWE
| $17.4M | 0.05% |
+1,652,229
| New | +$17.4M |
|
|
GHDX
116
DELISTED
Genomic Health, Inc.
GHDX
| $17M | 0.05% |
+535,910
| New | +$17M |
|
117
Bristol-Myers Squibb
BMY
$96.5B
| $16.7M | 0.05% |
+372,976
| New | +$16.7M |
|
|
KSU
118
DELISTED
Kansas City Southern
KSU
| $13.8M | 0.04% |
+130,629
| New | +$13.8M |
|
119
Philip Morris
PM
$260B
| $13.5M | 0.04% |
+156,264
| New | +$13.5M |
|
120
Wheaton Precious Metals
WPM
$46.1B
| $12.5M | 0.04% |
+638,400
| New | +$12.5M |
|
121
Microsoft
MSFT
$3.75T
| $11.9M | 0.04% |
+344,775
| New | +$11.9M |
|
122
Curis
CRIS
$20.9M
| $10.5M | 0.03% |
+3,298,800
| New | +$10.5M |
|
123
Idexx Laboratories
IDXX
$51.8B
| $9.61M | 0.03% |
+107,039
| New | +$9.61M |
|
124
Ovintiv
OVV
$11B
| $8.48M | 0.03% |
+503,000
| New | +$8.48M |
|
125
Banco Bradesco
BBD
$31.9B
| $7.91M | 0.02% |
+607,902
| New | +$7.91M |
|