Baillie Gifford & Co.
Baillie Gifford & Co is a British investment management firm headquartered in Edinburgh, Scotland. Founded in 1908, the firm has grown to employ 1,655 people representing 65 nationalities, and operates offices in global financial centers including New York, Shanghai, Amsterdam, and Singapore. Baillie Gifford remains wholly owned by its partners, with a distinctive investment culture fostered by its private partnership structure. The firm serves a primarily institutional client base and is recognized for its aggressive-growth-equity strategies, focusing on long-term investments in both public and private sectors.
Investment Strategy
Baillie Gifford pursues a long-term, research-driven investment strategy, relentlessly seeking out companies and assets with the potential for sustained, exceptional growth. The firm focuses on building deep relationships with entrepreneurs and industry leaders, aiming to identify a small number of outstanding businesses worldwide. Its philosophy emphasizes patience, running investments for many years, often holding through market volatility and letting returns compound. Baillie Gifford is best known for its aggressive growth equity approach, particularly in technology and innovation-led companies, both private and public. The firm’s style has led it to early investments in high-growth technology stocks and private companies, reflecting a belief in supporting transformative progress. An integral part of its ethos is responsible investment, supporting progressive management and long-term corporate value creation.
Top Holdings
Equity Positions (261)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) | 
|---|---|---|---|---|---|---|---|
| MMELI | MercadoLibre | 6.84% | $9.16B | 3,505,672 | $395.87 | $2613.63 | +$1.78B | 
| NNVDA | NVIDIA | 5.79% | $7.75B | 49,063,121 | $11.87 | $157.99 | +$2.67B | 
| SSPOT | Spotify Technology SA | 5.52% | $7.39B | 9,628,910 | $153.45 | $767.34 | +$1.43B | 
| AAMZN | Amazon.Com | 5.46% | $7.30B | 33,294,360 | $25.68 | $219.39 | +$677.4M | 
| SSE | Sea Ltd ADR | 4.97% | $6.66B | 41,623,294 | $77.88 | $159.94 | +$1.50B |