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 | |
|---|---|---|---|---|---|---|
176
Digimarc
DMRC
$171M
| $24.1M | 0.02% |
820,002
+3,480
| +0.4% | +$102K |
|
177
KE Holdings
BEKE
$21.8B
| $23.9M | 0.02% |
1,609,164
+5,522
| +0.3% | +$82K |
|
178
Veeco
VECO
$1.42B
| $23.7M | 0.02% |
923,851
+8,411
| +0.9% | +$216K |
|
179
Clear Secure
YOU
$3.45B
| $23.2M | 0.02% |
1,000,000
| – | – |
|
180
Brookfield Renewable
BEPC
$5.92B
| $20.5M | 0.02% |
649,932
-245,077
| -27% | -$7.72M |
|
181
Transmedics
TMDX
$3.65B
| $20.3M | 0.02% |
241,553
-11,419
| -5% | -$959K |
|
182
Hershey
HSY
$37.4B
| $19.9M | 0.02% |
79,589
-23,382
| -23% | -$5.84M |
|
183
Wabtec
WAB
$32.7B
| $19.3M | 0.02% |
175,866
+3,018
| +2% | +$331K |
|
184
TJX Companies
TJX
$155B
| $18.1M | 0.02% |
213,067
-945
| -0.4% | -$80.1K |
|
185
Charles River Laboratories
CRL
$7.99B
| $17.9M | 0.02% |
85,096
-394
| -0.5% | -$82.8K |
|
|
KDNY
186
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
| $17.8M | 0.02% |
463,945
-22,650
| -5% | -$870K |
|
187
Codexis
CDXS
$218M
| $17.2M | 0.01% |
6,140,498
+33,079
| +0.5% | +$92.6K |
|
|
EVBG
188
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $17M | 0.01% |
631,956
+3,354
| +0.5% | +$90.2K |
|
189
Beam Therapeutics
BEAM
$1.9B
| $16.7M | 0.01% |
523,733
+70,972
| +16% | +$2.27M |
|
190
Zillow
ZG
$19.6B
| $16.4M | 0.01% |
333,202
+3,972
| +1% | +$195K |
|
191
Archer Daniels Midland
ADM
$29.7B
| $16.3M | 0.01% |
215,700
-180
| -0.1% | -$13.6K |
|
192
Trupanion
TRUP
$1.9B
| $16M | 0.01% |
815,029
+6,365
| +0.8% | +$125K |
|
193
Progressive
PGR
$145B
| $16M | 0.01% |
120,845
-754
| -0.6% | -$99.8K |
|
|
ADAP
194
Adaptimmune Therapeutics
ADAP
$13.9M
| $15.9M | 0.01% |
17,176,135
+64,133
| +0.4% | +$59.3K |
|
195
American Tower
AMT
$91.9B
| $15.7M | 0.01% |
81,091
+8,482
| +12% | +$1.64M |
|
196
Masimo
MASI
$7.43B
| $15.7M | 0.01% |
95,149
-863
| -0.9% | -$142K |
|
197
Waters Corp
WAT
$17.3B
| $15.3M | 0.01% |
57,378
+1,835
| +3% | +$489K |
|
|
198
Booking.com
BKNG
$181B
| $14.8M | 0.01% |
5,463
-179,147
| -97% | -$484M |
|
199
Stratasys
SSYS
$863M
| $14.7M | 0.01% |
829,456
+5,956
| +0.7% | +$106K |
|
200
ResMed
RMD
$39.4B
| $14.6M | 0.01% |
66,657
-786
| -1% | -$172K |
|