Titelia

Holdings of BAILLIE GIFFORD & CO

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Net assets
-
Positions
230 in 13 countries
Top ten
46.4 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Carlisle Cos Inc 17,1315.7M $
202UnitedHealth Group Inc 20,4445.5M $
203Healthpeak Properties Inc 334,8215.5M $
204Sun Communities Inc 38,0964.8M $
205MarketAxess Holdings Inc 29,0324.8M $
206Prologis Inc 35,4614.7M $
207RxSight Inc 690,2794.3M $
208Warby Parker Inc 169,1483.6M $
209Trade Desk Inc/The 150,3813.4M $
210Zillow Group Inc 45,8401.9M $
211Edison International 18,9001.4M $
212Freshpet Inc 8,464499K $
213Rio Tinto PLC 59055K $
214Nextpower Inc 42050.6K $
215Planet Labs PBC 1,63745.8K $
216Teradyne Inc 15345.4K $
217NIKE Inc 67635.7K $
218Sony Group Corp 1,67234.6K $
219Hubbell Inc 7034.4K $
220Franklin Templeton ETF Trust 85534.1K $
221Unilever PLC 38221.8K $
222Intel Corp 46920.7K $
223Lindsay Corp 13716.3K $
224Full Truck Alliance Co Ltd 1,1589.6K $
225ASE Technology Holding Co Ltd 4249.2K $
226Axia Energia 4475K $
227Novo Nordisk A/S 823K $
228BEONE MEDICINES LTD 51.5K $
229Baidu Inc 131.4K $
230Axia Energia 69753 $

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Sector breakdown

  • Consumer discretionary 25.6 %
  • Technology 21.6 %
  • Communication 8.9 %
  • Health care 6.6 %
  • Industrials 4.8 %
  • Financials 2.9 %
  • Energy 2.0 %
  • Materials 1.4 %
  • Consumer staples 0.7 %
  • Real estate 0.5 %
  • Utilities 0.1 %
  • Unattributed 24.9 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 91.3 %
  • Cayman Islands 3.7 %
  • Brazil 1.5 %
  • Ireland 0.7 %
  • Chile 0.6 %
  • Mexico 0.6 %
  • Taiwan 0.5 %
  • Kazakhstan 0.5 %
  • India 0.4 %
  • United Kingdom 0.1 %
  • Germany 0.1 %
  • Hong Kong SAR China 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States20473.6B $91.33 %
2Cayman Islands53B $3.70 %
3Brazil61.2B $1.48 %
4Ireland1533.2M $0.66 %
5Chile2472.1M $0.59 %
6Mexico2455.7M $0.57 %
7Taiwan2433.3M $0.54 %
8Kazakhstan1379.5M $0.47 %
9India3314.9M $0.39 %
10United Kingdom192.6M $0.11 %
11Germany178.4M $0.10 %
12Hong Kong SAR China154.9M $0.07 %
Cite this page

Titelia. "Holdings of BAILLIE GIFFORD & CO". https://titelia.com/en/funds/US13F1088875