Baillie Gifford

Baillie Gifford is an Edinburgh-based asset manager with around £209B in AUM as of mid-2025. The private investment programme has deployed over $10B across 160+ companies since 2012. Industrial-relevant private holdings include SpaceX, with Scottish Mortgage marking SpaceX up 87% in December 2025 to 15.3% of NAV. Other private positions span ByteDance, Stripe and Epic Games. Public holdings include NVIDIA, Tesla and Amazon. The investment philosophy favours concentrated, long-horizon stakes in growth companies.