Baillie Gifford

Baillie Gifford & Co is a prominent British investment management firm, founded in 1908 and headquartered in Edinburgh. It operates under a unique partnership model, with all partners actively involved in the firm. Known for its long-term investment philosophy, Baillie Gifford emphasizes growth-oriented strategies, focusing on innovative companies across various sectors. The firm has built a reputation for its deep research capabilities and commitment to understanding the businesses it invests in. The firm primarily engages in managing equity portfolios, with a significant presence in technology, healthcare, and financial services sectors. Baillie Gifford's investment approach is characterized by a willingness to invest in high-growth potential companies, often taking substantial positions in firms that align with its long-term vision. Recent disclosures highlight their active management style, including position reductions, increases, and exits across a diverse array of investments. According to the latest data, Baillie Gifford has reported 200 disclosures, with a notable concentration in the technology sector. Their largest disclosed move involved trimming their position in Sea Limited (SE) by approximately $1.66 billion on May 8, 2026. Overall, the firm has shown a pattern of reducing positions, with 134 reductions compared to 47 increases and 8 exits, reflecting a strategic approach to portfolio management.