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James Anderson
Baillie Gifford (Scotland)
Long-time Baillie Gifford partner and one of Europe's most influential growth investors.
Portfolio value
$204B
Top holding
NVDA
Positions tracked
15
Allocation by sector
Consumer Discretionary
30.1%Technology
20.1%Communication
8.7%—
8.0%Financials
3.6%Full portfolio holdings
Loading live prices…| Ticker | Company | Sector | Weight | Price | Change |
|---|---|---|---|---|---|
| NVDA | Nvidia Leader in AI accelerators and GPUs. | Technology | 10.4% | — | — |
| MELI | MercadoLibre LatAm e-commerce. | Consumer Discretionary | 8.6% | — | — |
| AMZN | Amazon E-commerce, AWS cloud, advertising. | Consumer Discretionary | 6.9% | — | — |
| TSLA | Tesla EVs, energy storage and autonomy. | Consumer Discretionary | 6.3% | — | — |
| SHOP | Shopify E-commerce platform. | Technology | 5.8% | — | — |
| SPOT | Spotify Audio streaming leader. | Communication | 4.6% | — | — |
| NFLX | Netflix Global streaming entertainment leader. | Communication | 4.1% | — | — |
| MSFT | Microsoft Windows, Azure cloud, and OpenAI partner. | Technology | 3.9% | — | — |
| COIN | Coinbase US crypto exchange. | Financials | 3.6% | — | — |
| DASH | DASH Publicly traded security. | — | 3.3% | — | — |
| PDD | PDD Holdings Parent of Pinduoduo and Temu. | Consumer Discretionary | 3.1% | — | — |
| SE | Sea Limited SEA gaming and Shopee. | Consumer Discretionary | 2.8% | — | — |
| CRWD | CRWD Publicly traded security. | — | 2.6% | — | — |
| UBER | Uber Rideshare and delivery. | Consumer Discretionary | 2.4% | — | — |
| HDFCBANK | HDFCBANK Publicly traded security. | — | 2.1% | — | — |
Latest buys
Holdings sourced from publicly disclosed filings and refreshed every 10 minutes. Prices delayed. Illustrative — not investment advice.