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 | +$941M | |
| 2 | +$479M | |
| 3 | +$440M | |
| 4 |
Mercado Libre
MELI
|
+$345M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$341M |
Top Sells
| 1 | +$1.18B | |
| 2 | +$1.06B | |
| 3 | +$680M | |
| 4 |
BioNTech
BNTX
|
+$668M |
| 5 |
Meta Platforms (Facebook)
META
|
+$595M |
Sector Composition
| 1 | Consumer Discretionary | 28.15% |
| 2 | Technology | 25.74% |
| 3 | Communication Services | 18.13% |
| 4 | Healthcare | 9.12% |
| 5 | Financials | 7.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Albemarle
ALB
$19.4B
| $49.9M | 0.04% |
352,618
-8,011
|
|
||
152
T. Rowe Price
TROW
$20.5B
| $49.4M | 0.04% |
482,941
-11,166
|
|
||
153
Medtronic
MDT
$124B
| $45.6M | 0.04% |
475,074
-3,140
|
|
||
154
Edwards Lifesciences
EW
$49.4B
| $44M | 0.04% |
516,311
-55,936
|
|
||
155
American Superconductor
AMSC
$1.48B
| $43.4M | 0.04% |
1,506,841
+79,509
|
|
||
156
Petrobras Class A
PBR.A
$100B
| $42.5M | 0.04% |
3,768,768
-5,047
|
|
||
157
dLocal
DLO
$3.47B
| $42.4M | 0.04% |
2,996,660
+326,537
|
|
||
158
Astera Labs
ALAB
$18.8B
| $42.1M | 0.04% |
252,913
+22,126
|
|
||
159
Twist Bioscience
TWST
$2.89B
| $40.5M | 0.03% |
1,276,195
+13,456
|
|
||
160
McDonald's
MCD
$236B
| $38.8M | 0.03% |
126,880
-3,654
|
|
||
161
Transmedics
TMDX
$5.05B
| $38.5M | 0.03% |
316,473
+55,754
|
|
||
162
Infosys
INFY
$57.6B
| $37.5M | 0.03% |
2,107,125
-637,069
|
|
||
163
MP Materials
MP
$11B
| $36.2M | 0.03% |
717,292
-237,312
|
|
||
|
SVM
164
Silvercorp Metals
SVM
$2.71B
| $35.2M | 0.03% |
+4,221,271
|
|
||
165
Paychex
PAYX
$34.4B
| $34.1M | 0.03% |
304,062
-4,743
|
|
||
166
Appian
APPN
$1.99B
| $33.3M | 0.03% |
941,106
-52,868
|
|
||
167
Upstart Holdings
UPST
$2.71B
| $33.2M | 0.03% |
+758,929
|
|
||
168
Progyny
PGNY
$1.53B
| $32.4M | 0.03% |
1,262,691
+5,489
|
|
||
169
Procept Biorobotics
PRCT
$1.46B
| $32M | 0.03% |
1,015,978
+157,147
|
|
||
170
Amplitude
AMPL
$1.02B
| $31.8M | 0.03% |
2,741,880
+59,984
|
|
||
171
Monster Beverage
MNST
$77.9B
| $29.9M | 0.02% |
389,458
+60,665
|
|
||
172
SkyWater Technology
SKYT
$1.46B
| $28.4M | 0.02% |
1,564,775
-62,554
|
|
||
173
Banco de Chile
BCH
$19.3B
| $27.8M | 0.02% |
732,470
-203,569
|
|
||
174
LiveRamp
RAMP
$1.82B
| $27.6M | 0.02% |
939,961
-86,669
|
|
||
175
IPG Photonics
IPGP
$5.6B
| $27.5M | 0.02% |
383,984
-23,288
|
|