Titelia

Holdings of Baillie Gifford Emerging Markets Ex China Fund

Baillie Gifford Funds · Original filing · Compare with another fund · Report an error

Net assets
1.5M $ including 1.4M $ in equities, 94.9 %
Positions
66 in 19 countries
Top ten
50.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 5,000289.2K $19.05 %
2Samsung Electronics Co Ltd 1,093127.8K $8.42 %
3SK hynix Inc 14582.3K $5.42 %
4Accton Technology Corp 1,00049.3K $3.25 %
5MediaTek Inc 1,00048K $3.16 %
6Naspers Ltd 75639.1K $2.58 %
7MercadoLibre Inc 2136.3K $2.39 %
8Reliance Industries Ltd 2,52236.3K $2.39 %
9First Quantum Minerals Ltd 1,34732.2K $2.12 %
10Hyundai Motor Co 10231.4K $2.07 %
11B3 SA - Brasil Bolsa Balcao 8,60030.5K $2.01 %
12Axia Energia SA 2,40027.1K $1.79 %
13Emaar Properties PJSC 8,06226.4K $1.74 %
14Axis Bank Ltd 1,97524.5K $1.61 %
15Impala Platinum Holdings Ltd 1,65723.6K $1.55 %
16Sociedad Quimica y Minera de Chile SA 28823.3K $1.54 %
17Credicorp Ltd 6421.7K $1.43 %
18Petroleo Brasileiro SA - Petrobras 1,03521.5K $1.42 %
19Fabrinet 3819.8K $1.31 %
20Valeura Energy Inc 1,75018.6K $1.22 %
21Sea Ltd 22118.3K $1.21 %
22Grupo Financiero Banorte SAB de CV 1,61517.9K $1.18 %
23Lundin Mining Corp 71517.8K $1.17 %
24Fomento Economico Mexicano SAB de CV 15717.4K $1.15 %
25Vista Energy SAB de CV 20915.8K $1.04 %
26NU Holdings Ltd/Cayman Islands 98914.2K $0.94 %
27Banco Bradesco SA 3,85714.1K $0.93 %
28HDFC Life Insurance Co Ltd 2,05012.9K $0.85 %
29Hyundai Glovis Co Ltd 8912.6K $0.83 %
30ICICI Bank Ltd 96312.4K $0.81 %
31Kotak Mahindra Bank Ltd 2,99011.3K $0.74 %
32BBB Foods Inc 31511.1K $0.73 %
33Capitec Bank Holdings Ltd 4511.1K $0.73 %
34Coupang Inc 56810.7K $0.71 %
35Tata Consultancy Services Ltd 42310.7K $0.70 %
36Bank Rakyat Indonesia Persero Tbk PT 52,50010.5K $0.69 %
37Petroleo Brasileiro SA - Petrobras 55010.3K $0.68 %
38Wal-Mart de Mexico SAB de CV 3,14710.3K $0.68 %
39InterGlobe Aviation Ltd 24310.3K $0.68 %
40Delhivery Ltd 2,26910.1K $0.66 %
41UltraTech Cement Ltd 879.9K $0.65 %
42Samvardhana Motherson International Ltd 8,8379.9K $0.65 %
43SCB X PCL 2,2009.7K $0.64 %
44Copa Holdings SA 809.1K $0.60 %
45Grab Holdings Ltd 2,4809.1K $0.60 %
46Allegro.eu SA 1,2609K $0.60 %
47Ivanhoe Mines Ltd 9287.9K $0.52 %
48Military Commercial Joint Stock Bank 7,4007.5K $0.49 %
49MOBILE WORLD INVESTMENT CORP 2,4007.5K $0.49 %
50NCSoft Corp 487.2K $0.48 %
51Lojas Renner SA 2,5007.2K $0.47 %
52Remgro Ltd 6267K $0.46 %
53WEG SA 7006.9K $0.45 %
54FirstRand Ltd 1,3426.9K $0.45 %
55Eicher Motors Ltd 966.7K $0.44 %
56Kaspi.KZ JSC 785.8K $0.38 %
57Cholamandalam Investment and Finance Co Ltd 3925.7K $0.37 %
58Natura Cosmeticos SA 2,8005.6K $0.37 %
59PB Fintech Ltd 3485.3K $0.35 %
60Escorts Kubota Ltd 1785.2K $0.34 %
61Bank Mandiri Persero Tbk PT 17,8005K $0.33 %
62Saudi Tadawul Group Holding Co 1184.4K $0.29 %
63E Ink Holdings Inc 1,0004.4K $0.29 %
64FPT Corp 1,5004.3K $0.28 %
65Raia Drogasil SA 8163.7K $0.24 %
66Hyundai Motor India Ltd 771.5K $0.10 %

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Sector breakdown

  • Technology 39.4 %
  • Consumer discretionary 6.0 %
  • Energy 4.7 %
  • Materials 3.5 %
  • Financials 3.4 %
  • Unattributed 43.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • TWD 27.1 %
  • KRW 18.1 %
  • USD 17.9 %
  • INR 12.0 %
  • ZAR 6.1 %
  • BRL 5.6 %
  • CAD 5.3 %
  • MXN 2.0 %
  • AED 1.8 %
  • VND 1.3 %
  • IDR 1.1 %
  • THB 0.7 %
  • PLN 0.6 %
  • SAR 0.3 %

The quoted currency of each line, as declared.

Country breakdown

  • Taiwan 27.1 %
  • South Korea 18.1 %
  • India 12.0 %
  • Brazil 8.8 %
  • South Africa 6.1 %
  • United States 5.5 %
  • Canada 5.3 %
  • Mexico 5.0 %
  • Cayman Islands 2.0 %
  • United Arab Emirates 1.8 %
  • Chile 1.6 %
  • Bermuda 1.5 %
  • Other countries 5.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Taiwan4390.8K $27.13 %
2South Korea5261.4K $18.15 %
3India15172.4K $11.96 %
4Brazil9126.9K $8.81 %
5South Africa587.6K $6.08 %
6United States479.5K $5.52 %
7Canada476.5K $5.31 %
8Mexico572.5K $5.03 %
9Cayman Islands228.9K $2.01 %
10United Arab Emirates126.4K $1.83 %
11Chile123.3K $1.62 %
12Bermuda121.7K $1.51 %
Cite this page

Titelia. "Holdings of Baillie Gifford Emerging Markets Ex China Fund". https://titelia.com/en/funds/S000074798