Baillie Gifford Portfolio

Baillie Gifford's investment portfolio showcases a strategic focus on innovative and growth-oriented companies. NVIDIA Corp stands prominent in the lineup, reflecting commitment to the semiconductor industry and AI technology advancements. This bet underscores an edge in computing power that fuels industries from gaming to autonomous vehicles.
In the e-commerce sphere, MercadoLibre Inc represents Baillie Gifford's stake in Latin America's digital marketplace expansion. As an online commerce pioneer, its stock inclusion highlights investment appetites for regional market leaders with robust growth trajectories.
Amazon.com Inc., a dominant force in retail and cloud services, also anchors the portfolio. The firm's continued investment in this tech giant signals confidence in its ability to maintain leadership and redefine global commerce and data management.
Further diversifying its holdings, Baillie Gifford includes Spotify Technology S.A., capturing trends in audio streaming and media consumption. With its vast subscriber base and proprietary content, the company promises innovation within entertainment ecosystems, which is a compelling narrative for investors.
Lastly, Moderna Inc embodies the portfolio's life sciences dimension. Its revolutionary mRNA platform, highlighted during the COVID-19 pandemic, attracts Baillie Gifford's interest due to the potential for ongoing biomedical breakthroughs and long-term health sector disruptions.
Collectively, these top stocks exemplify Baillie Gifford's penchant for transformational businesses capable of delivering sustained growth—key features sought by informed investors keen on aligning with visionary market actors.