The Baillie Gifford portfolio
An Edinburgh partnership that measures holding periods in decades and buys companies years before the market agrees.
SourceSEC Form 13F filings (US)Holdings as of 30 Jun 2026
The +9.4% above is what these weights would have done over 12 months. It is not Baillie Gifford's return.
Baillie Gifford is a Scottish investment partnership founded in 1908, known for backing growth companies early and holding them for a long time. These are the listed positions from its latest filing.
Baillie Gifford is a partnership, not a listed company, and it says openly that this is the point. With no outside shareholders to answer to each quarter, it can hold a position for years even while the market disagrees. Its most cited cases, early bets on companies that took a decade to be understood, exist only because nobody forced it to sell in year three.
Its method is closer to venture capital than to picking shares. The question is not whether a company is cheap, but whether it can become several times larger. The firm accepts that most of its ideas will not work, in exchange for the few that multiply. That is also why it holds companies that are not listed, which is unusual for a manager of its size.
Latin America enters this portfolio the way everything else does: as specific companies, not as a regional quota. MercadoLibre has been among its largest positions for years, held through all the volatility that came with it. For a reader in the region that says more than any country weighting: a firm that thinks in decades decided a company from here belonged with its major global names.
Positions come from the 13F form the firm files with the SEC each quarter. It covers only long positions in US-listed stocks. Baillie Gifford's holdings on other exchanges, and the private companies it owns, do not appear on that form.
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