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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Nu Holdings
NU
|
+$558M |
| 2 |
Symbotic
SYM
|
+$416M |
| 3 |
Coupang
CPNG
|
+$378M |
| 4 |
Meta Platforms (Facebook)
META
|
+$334M |
| 5 |
Rivian
RIVN
|
+$320M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$2.52B |
| 2 |
NIO
NIO
|
+$577M |
| 3 |
Broadridge
BR
|
+$577M |
| 4 |
Mercado Libre
MELI
|
+$567M |
| 5 |
Spotify
SPOT
|
+$516M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.12% |
| 2 | Consumer Discretionary | 27.42% |
| 3 | Communication Services | 14.17% |
| 4 | Healthcare | 14.03% |
| 5 | Financials | 6.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Progyny
PGNY
$2.2B
| $42.4M | 0.03% |
1,110,107
-18,366
| -2% | -$694K |
|
152
Twist Bioscience
TWST
$7.25B
| $42.1M | 0.03% |
1,227,528
+132,770
| +12% | +$4.79M |
|
153
Medtronic
MDT
$112B
| $41.2M | 0.03% |
472,655
-6,089
| -1% | -$520K |
|
154
American Tower
AMT
$80.4B
| $40.5M | 0.03% |
205,119
+8,359
| +4% | +$1.66M |
|
155
Home Depot
HD
$355B
| $40.3M | 0.03% |
104,929
+42,001
| +67% | +$15.3M |
|
156
Vir Biotechnology
VIR
$1.49B
| $40M | 0.03% |
3,947,065
-18,484
| -0.5% | -$188K |
|
157
Eversource Energy
ES
$27.2B
| $39.4M | 0.03% |
659,420
-8,559
| -1% | -$492K |
|
158
BlackLine
BL
$1.72B
| $39.3M | 0.03% |
608,465
-51,816
| -8% | -$3.14M |
|
159
MP Materials
MP
$9.1B
| $39.2M | 0.03% |
2,743,455
-216,546
| -7% | -$3.43M |
|
160
Dolby
DLB
$5.79B
| $38.7M | 0.03% |
462,473
-13,079
| -3% | -$1.08M |
|
|
ZUO
161
DELISTED
Zuora, Inc.
ZUO
| $38.3M | 0.03% |
4,201,954
-242,911
| -5% | -$2.12M |
|
162
Edwards Lifesciences
EW
$51.7B
| $37.9M | 0.03% |
396,553
-7,405
| -2% | -$622K |
|
|
CYBR
163
DELISTED
CyberArk
CYBR
| $37.1M | 0.03% |
139,481
-4,034
| -3% | -$999K |
|
164
UnitedHealth
UNH
$370B
| $36.1M | 0.03% |
72,956
-3,803
| -5% | -$1.93M |
|
165
New York Times
NYT
$10.2B
| $35.6M | 0.03% |
823,139
-45,319
| -5% | -$2.06M |
|
166
NextEra Energy
NEE
$177B
| $34.7M | 0.03% |
542,915
-86,783
| -14% | -$5.08M |
|
167
American Superconductor
AMSC
$1.59B
| $34.1M | 0.03% |
2,526,550
+440,271
| +21% | +$5.46M |
|
168
Zoom
ZM
$30.6B
| $33.1M | 0.03% |
506,036
-522,043
| -51% | -$34.8M |
|
169
McDonald's
MCD
$195B
| $32.7M | 0.03% |
116,102
-1,851
| -2% | -$538K |
|
170
NovoCure
NVCR
$1.91B
| $31.1M | 0.02% |
1,990,375
-2,849,766
| -59% | -$41.9M |
|
171
Rexford Industrial Realty
REXR
$8.19B
| $30M | 0.02% |
597,055
-36,987
| -6% | -$1.96M |
|
172
IPG Photonics
IPGP
$3.84B
| $29.6M | 0.02% |
326,135
-223
| -0.1% | -$21K |
|
173
Pacira BioSciences
PCRX
$997M
| $29.2M | 0.02% |
1,000,774
-62,492
| -6% | -$1.92M |
|
174
Hershey
HSY
$36.6B
| $28M | 0.02% |
144,003
+51,716
| +56% | +$9.98M |
|
175
CRISPR Therapeutics
CRSP
$5.17B
| $27M | 0.02% |
395,915
-26,848
| -6% | -$1.92M |
|
Similar funds
Baillie Gifford & Co's Q1 2024 Portfolio in Review
As of Q1 2024, Baillie Gifford & Co held 303 positions worth $129B, up 1.9% from $126B the previous quarter. Its ten largest holdings account for 41% of the portfolio.
Baillie Gifford & Co withdrew a net $7.94B in Q1 2024, closing 13 positions and reducing 203 holdings. Its most notable exit was Broadridge, an estimated $577M position sold in full.
By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Consumer Discretionary and Communication Services.
Against the trend, Baillie Gifford & Co opened a new position in Symbotic worth $427M.
- Baillie Gifford & Co's largest Q1 2024 buy was Symbotic: 9,483,371 shares worth $427M.
- Baillie Gifford & Co added most to Nu Holdings in Q1 2024, an estimated $558M increase.
- Baillie Gifford & Co's biggest Q1 2024 reduction was NVIDIA, cutting an estimated $2.52B.
- Baillie Gifford & Co fully exited Broadridge in Q1 2024, selling an estimated $577M.
- Baillie Gifford & Co's ten largest holdings make up 41% of its $129B portfolio in Q1 2024.
- Baillie Gifford & Co opened 15 new positions and closed 13 in Q1 2024.
- Baillie Gifford & Co's portfolio value rose 1.9% quarter-over-quarter to $129B.
Based on Baillie Gifford & Co's 13F filing for Q1 2024, filed 1 May 2024.