Baillie Gifford & Co. 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by NVDA (NVIDIA Corporation) 10.48%, AMZN (Amazon.com, Inc.) 8.63%, and MELI (MercadoLibre, Inc.) 8.24%, with sector exposure of Consumer Discretionary 34.09%, Information Technology 26.67%, and Communication Services 13.63%. The baseline metrics show return 15.10%, alpha 1.72%, beta 1.02, Sharpe 0.75, Sortino 0.99, and max drawdown -43.73%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
The latest change list shows NVDA unchanged to 10.48%; AMZN unchanged to 8.63%; MELI unchanged to 8.24%. Combined with top 5 38.31%, top 10 58.17%, top 20 74.94%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
The strongest recent period was 2024-09-30 (5.28% strategy return, 2.76% benchmark, 2.52% excess, 18.12% turnover), while the weakest was 2025-09-30 (-11.16% strategy return, 1.46% benchmark, -12.62% excess, 12.30% turnover). Those periods should be read alongside baseline metrics of return 15.10%, alpha 1.72%, beta 1.02, Sharpe 0.75, Sortino 0.99, and max drawdown -43.73% to judge whether returns came from persistent exposure or a narrow timing window.