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Baillie Gifford & Co.

CIK:0001088875
Asset Manager
$260B AUM
264 holdings
Edinburgh, United Kingdom
Founded:1908
1,655 employees
Latest filing:Jun 30, 2025

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 Buys
N
NVDANVIDIA
+$2.67B
N
NETCloudflare Inc
+$1.91B
M
MELIMercadoLibre
+$1.78B
S
SESea Ltd ADR
+$1.50B
N
NFLXNetflix Inc
+$1.46B
Top Sells
P
PDDPDD Holdings Inc
-$1.14B
B
BGNEBeOne Medicines Ltd
-$988.2M
S
SHOPShopify 'A'
-$981.0M
W
WDAYWorkday Inc
-$927.7M
E
ESTCElastic
-$698.9M

Top Holdings

M
MELIMercadoLibre
+6.8%$9.16B
N
NVDANVIDIA
+5.8%$7.75B
S
SPOTSpotify Technology SA
+5.5%$7.39B
A
AMZNAmazon.Com
+5.5%$7.30B
S
SESea Ltd ADR
+5.0%$6.66B

Equity Positions (261)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MELI
MercadoLibre6.84%$9.16B3,505,672$395.87$2613.63+$1.78B
N
NVDA
NVIDIA5.79%$7.75B49,063,121$11.87$157.99+$2.67B
S
SPOT
Spotify Technology SA5.52%$7.39B9,628,910$153.45$767.34+$1.43B
A
AMZN
Amazon.Com5.46%$7.30B33,294,360$25.68$219.39+$677.4M
S
SE
Sea Ltd ADR4.97%$6.66B41,623,294$77.88$159.94+$1.50B

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+16.9%
SERVICES-BUSINESS SERVICES, NEC
+13.3%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+9.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.4%
SEMICONDUCTORS & RELATED DEVICES
+7.2%