Titelia

Holdings of Baillie Gifford Institutional Long Term Global Growth Fund

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

Net assets
143.7M $ including 142.4M $ in equities, 99.1 %
Positions
37 in 9 countries
Top ten
47.8 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Amazon.com Inc 47,1449.8M $6.83 %
2NVIDIA Corp 56,2629.8M $6.83 %
3ASML Holding NV 6,7118.9M $6.21 %
4Taiwan Semiconductor Manufacturing Co Ltd 121,0007M $4.87 %
5Cloudflare Inc 33,9077M $4.87 %
6AppLovin Corp 15,9086.3M $4.40 %
7Tencent Holdings Ltd 86,9005.5M $3.81 %
8NU Holdings Ltd/Cayman Islands 346,7185M $3.47 %
9Spotify Technology SA 9,6204.7M $3.25 %
10PDD Holdings Inc 45,4984.6M $3.23 %
11MercadoLibre Inc 2,5074.3M $3.02 %
12Samsara Inc 125,7704M $2.77 %
13Rocket Lab Corp 60,9693.9M $2.72 %
14Coupang Inc 204,2533.9M $2.68 %
15Intuitive Surgical Inc 8,2993.8M $2.66 %
16Contemporary Amperex Technology Co Ltd 62,5003.7M $2.57 %
17Shopify Inc 29,3163.5M $2.42 %
18Sea Ltd 41,1933.4M $2.37 %
19Hermes International SCA 1,7303.3M $2.28 %
20Reddit Inc 23,6403.2M $2.21 %
21Meituan 289,0003.2M $2.19 %
22BeOne Medicines Ltd 136,7003.1M $2.13 %
23Adyen NV 3,0003M $2.09 %
24Kweichow Moutai Co Ltd 13,4002.8M $1.96 %
25Axon Enterprise Inc 6,6132.8M $1.95 %
26Dexcom Inc 43,1832.7M $1.89 %
27Netflix Inc 28,0142.7M $1.87 %
28ROBLOX Corp 47,1882.7M $1.86 %
29Moncler SpA 40,1312.4M $1.68 %
30Symbotic Inc 40,3362.1M $1.49 %
31Rivian Automotive Inc 119,9161.8M $1.26 %
32Horizon Robotics 1,760,4001.5M $1.06 %
33elf Beauty Inc 23,0541.4M $0.97 %
34Atlassian Corp 19,6131.3M $0.93 %
35Joby Aviation Inc 153,7091.3M $0.88 %
36MakeMyTrip Ltd 28,0471M $0.73 %
37Duolingo Inc 8,969884.1K $0.62 %

Download this table: CSV, JSON

Sector breakdown

  • Technology 32.5 %
  • Consumer discretionary 17.9 %
  • Communication 10.9 %
  • Financials 5.6 %
  • Industrials 4.7 %
  • Health care 4.6 %
  • Unattributed 23.8 %

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

Currency breakdown

  • USD 68.8 %
  • EUR 12.4 %
  • HKD 9.3 %
  • TWD 4.9 %
  • CNY 4.6 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 63.1 %
  • Hong Kong SAR China 9.3 %
  • Netherlands 8.4 %
  • Taiwan 4.9 %
  • China 4.6 %
  • Cayman Islands 3.3 %
  • Canada 2.4 %
  • France 2.3 %
  • Italy 1.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States2489.9M $63.13 %
2Hong Kong SAR China413.2M $9.29 %
3Netherlands211.9M $8.38 %
4Taiwan17M $4.92 %
5China26.5M $4.58 %
6Cayman Islands14.6M $3.27 %
7Canada13.5M $2.44 %
8France13.3M $2.30 %
9Italy12.4M $1.70 %
Cite this page

Titelia. "Holdings of Baillie Gifford Institutional Long Term Global Growth Fund". https://titelia.com/en/funds/S000099723