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Baillie Gifford legacy avatar

James Anderson

Baillie Gifford legacy

Baillie Gifford legacy, James Anderson's long-cycle innovation growth framework

James Anderson's Baillie Gifford legacy is important for understanding long-duration growth, power-law outcomes, and willingness to underwrite exceptional companies through volatility. The focus is on innovation, founder culture, and very large upside cases.

Sources Baillie Gifford legacy official site SEC EDGAR profile
Long-duration growth / innovation CIK 1088875
2026-03-31 Latest 13F 20 Current holdings 127 Last 1 periods Change 2 Public materials
Latest 13F snapshot 2026-03-31 · 271 disclosed positions · $97.9B Top five 26.6%: NVDA, AMZN, MELI, SPOT, NU

Performance materials

  • Baillie Gifford and Scottish Mortgage materials provide the public performance context for this legacy profile.

Firm and key people

  • Anderson helped shape Baillie Gifford's growth-investing reputation, especially through Scottish Mortgage.
  • The framework looks for outlier companies rather than average growth.
  • Public materials explain how the firm thinks about long horizons and uncertainty.

Investment style

  • Seek companies with massive addressable markets and exceptional growth optionality.
  • Accept volatility when long-term upside remains intact.
  • Founder culture, innovation pace, and reinvestment opportunity are central.

Public materials

View timeline
Shareholder letters / memos 1
Interview 1
Public video 0
Public Q&A / speeches / presentations 0

Current holdings

13F period 2026-03-31 · Filed 2026-05-08
Stocks Shares Value Weight
NVDA 40,748,665 $7.1B 7.3%
AMZN 28,092,199 $5.9B 6.0%
MELI 3,233,259 $5.6B 5.7%
SPOT 8,218,203 $4.0B 4.1%
NU 246,564,454 $3.5B 3.6%
SHOP 29,021,841 $3.4B 3.5%
NET 15,924,423 $3.3B 3.4%
SE 39,654,072 $3.3B 3.4%
PDD 28,353,099 $2.9B 3.0%
APP 6,700,132 $2.7B 2.7%
META 4,098,821 $2.3B 2.4%
CPNG 120,656,242 $2.3B 2.3%
NFLX 21,805,669 $2.1B 2.1%
IOT 57,523,792 $1.8B 1.9%
MSFT 3,878,029 $1.4B 1.5%
RACE 3,875,660 $1.3B 1.3%
RBLX 21,423,012 $1.2B 1.2%
ISRG 2,567,565 $1.2B 1.2%
RKLB 18,428,043 $1.2B 1.2%
DASH 7,241,815 $1.1B 1.1%

Last 1 quarters US 13F new / increased / reduced / sold-out positions

As of 13F 2026-03-31 · Filed 2026-05-08
Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Stocks Action 13F period Current shares Previous shares Share change 13F value change
SE Minor increase 2026-03-31 Filed 2026-05-08 39,654,072 38,758,791 2.3% -$1.7B
SHOP Minor reduction 2026-03-31 Filed 2026-05-08 29,021,841 31,206,232 -7.0% -$1.6B
APP Minor increase 2026-03-31 Filed 2026-05-08 6,700,132 6,166,349 8.7% -$1.5B
MELI Minor reduction 2026-03-31 Filed 2026-05-08 3,233,259 3,481,563 -7.1% -$1.4B
NFLX Major reduction 2026-03-31 Filed 2026-05-08 21,805,669 36,940,035 -41.0% -$1.4B
MSFT Major reduction 2026-03-31 Filed 2026-05-08 3,878,029 5,544,839 -30.1% -$1.2B
CPNG Major reduction 2026-03-31 Filed 2026-05-08 120,656,242 146,122,094 -17.4% -$1.2B
NVDA Minor reduction 2026-03-31 Filed 2026-05-08 40,748,665 43,867,705 -7.1% -$1.1B
AMZN Minor reduction 2026-03-31 Filed 2026-05-08 28,092,199 29,387,070 -4.4% -$932.4M
SPOT Minor reduction 2026-03-31 Filed 2026-05-08 8,218,203 8,331,104 -1.4% -$852.9M
TTD Major reduction 2026-03-31 Filed 2026-05-08 150,381 22,305,995 -99.3% -$843.3M
NU Minor reduction 2026-03-31 Filed 2026-05-08 246,564,454 257,256,952 -4.2% -$763.4M
DASH Minor reduction 2026-03-31 Filed 2026-05-08 7,241,815 7,970,062 -9.1% -$717.7M
TEAM Major increase 2026-03-31 Filed 2026-05-08 9,963,439 8,431,802 18.2% -$687.1M
PDD Minor reduction 2026-03-31 Filed 2026-05-08 28,353,099 31,032,323 -8.6% -$621.6M
PBR Major increase 2026-03-31 Filed 2026-05-08 44,438,548 29,523,522 50.5% +$572.2M
META Minor reduction 2026-03-31 Filed 2026-05-08 4,098,821 4,399,233 -6.8% -$558.8M
RBLX Minor reduction 2026-03-31 Filed 2026-05-08 21,423,012 21,543,528 -0.6% -$534.0M
BAP Major increase 2026-03-31 Filed 2026-05-08 2,729,498 1,432,893 90.5% +$514.6M
XYZ Major reduction 2026-03-31 Filed 2026-05-08 2,666,255 9,875,845 -73.0% -$482.4M
FTAI Sold out 2026-03-31 Filed 2026-05-08 0 2,286,363 -100.0% -$450.1M
MRNA Minor reduction 2026-03-31 Filed 2026-05-08 19,985,876 20,580,514 -2.9% +$408.4M
RDDT Major increase 2026-03-31 Filed 2026-05-08 7,309,109 5,980,918 22.2% -$390.7M
EOG Major increase 2026-03-31 Filed 2026-05-08 2,718,534 144,033 1787.4% +$377.9M
DUOL Minor increase 2026-03-31 Filed 2026-05-08 4,875,810 4,861,445 0.3% -$372.6M
SPGI Major reduction 2026-03-31 Filed 2026-05-08 39,807 724,613 -94.5% -$361.7M
ELV Major reduction 2026-03-31 Filed 2026-05-08 1,172,808 1,977,899 -40.7% -$350.0M
CSGP Minor increase 2026-03-31 Filed 2026-05-08 13,610,922 12,933,185 5.2% -$320.6M
RYAAY Major reduction 2026-03-31 Filed 2026-05-08 9,225,175 11,343,819 -18.7% -$285.7M
CRM Sold out 2026-03-31 Filed 2026-05-08 0 1,062,815 -100.0% -$281.6M
PM Major increase 2026-03-31 Filed 2026-05-08 1,644,203 30,741 5248.6% +$266.9M
ISRG Minor increase 2026-03-31 Filed 2026-05-08 2,567,565 2,551,357 0.6% -$261.4M
EPAM Sold out 2026-03-31 Filed 2026-05-08 0 1,193,056 -100.0% -$244.4M
FCX New 2026-03-31 Filed 2026-05-08 3,989,551 0 - +$234.5M
EQT Major increase 2026-03-31 Filed 2026-05-08 3,931,051 334,040 1076.8% +$232.3M
ALNY Minor reduction 2026-03-31 Filed 2026-05-08 2,493,866 2,600,979 -4.1% -$209.1M
RIVN Minor increase 2026-03-31 Filed 2026-05-08 43,821,500 43,781,355 0.1% -$203.4M
SNOW Minor reduction 2026-03-31 Filed 2026-05-08 2,676,434 2,735,752 -2.2% -$196.5M
AJG Major reduction 2026-03-31 Filed 2026-05-08 133,430 865,260 -84.6% -$195.0M
SUNB New 2026-03-31 Filed 2026-05-08 3,111,813 0 - +$194.9M
W Major reduction 2026-03-31 Filed 2026-05-08 2,862,209 4,002,104 -28.5% -$186.6M
ODD Minor increase 2026-03-31 Filed 2026-05-08 7,815,817 7,122,641 9.7% -$181.6M
ENSG Minor increase 2026-03-31 Filed 2026-05-08 4,826,172 4,569,254 5.6% +$176.5M
DDOG Major reduction 2026-03-31 Filed 2026-05-08 3,082,099 3,961,509 -22.2% -$174.9M
GOOG Minor reduction 2026-03-31 Filed 2026-05-08 3,499,244 3,750,936 -6.7% -$173.3M
RACE Minor reduction 2026-03-31 Filed 2026-05-08 3,875,660 3,890,014 -0.4% -$165.5M
AFRM Minor reduction 2026-03-31 Filed 2026-05-08 5,302,297 5,482,943 -3.3% -$165.1M
RBC New 2026-03-31 Filed 2026-05-08 294,232 0 - +$159.8M
PODD Minor reduction 2026-03-31 Filed 2026-05-08 2,029,492 2,048,369 -0.9% -$156.4M
MA Minor reduction 2026-03-31 Filed 2026-05-08 1,366,111 1,464,206 -6.7% -$153.3M
GH Major reduction 2026-03-31 Filed 2026-05-08 3,859,046 4,890,026 -21.1% -$143.0M
JOBY Major increase 2026-03-31 Filed 2026-05-08 62,419,803 49,570,755 25.9% -$138.7M
TME Major reduction 2026-03-31 Filed 2026-05-08 9,735,914 13,042,381 -25.4% -$138.3M
WDAY Minor reduction 2026-03-31 Filed 2026-05-08 1,367,978 1,464,991 -6.6% -$136.9M
MMYT Major increase 2026-03-31 Filed 2026-05-08 15,012,963 5,155,036 191.2% +$136.5M
IOT Major increase 2026-03-31 Filed 2026-05-08 57,523,792 47,660,513 20.7% +$133.4M
VEEV Major increase 2026-03-31 Filed 2026-05-08 734,981 49 1499861.2% +$129.1M
TEM Minor reduction 2026-03-31 Filed 2026-05-08 8,649,356 8,741,442 -1.1% -$125.1M
TSLA Minor reduction 2026-03-31 Filed 2026-05-08 1,302,148 1,342,801 -3.0% -$119.8M
VIST New 2026-03-31 Filed 2026-05-08 1,567,692 0 - +$118.3M
RPRX Minor reduction 2026-03-31 Filed 2026-05-08 16,155,677 17,008,768 -5.0% +$117.8M
AXON Major increase 2026-03-31 Filed 2026-05-08 2,459,727 1,642,578 49.7% +$111.8M
ELF Minor increase 2026-03-31 Filed 2026-05-08 7,188,005 7,177,659 0.1% -$110.1M
WSO Major increase 2026-03-31 Filed 2026-05-08 1,137,258 917,492 24.0% +$104.6M
TMO Minor reduction 2026-03-31 Filed 2026-05-08 698,441 770,868 -9.4% -$103.4M
DKNG Minor reduction 2026-03-31 Filed 2026-05-08 7,213,257 7,454,948 -3.2% -$100.9M
FIG Minor reduction 2026-03-31 Filed 2026-05-08 5,575,059 5,763,613 -3.3% -$97.5M
AVAV Minor reduction 2026-03-31 Filed 2026-05-08 1,026,741 1,179,811 -13.0% -$97.4M
UTHR Major increase 2026-03-31 Filed 2026-05-08 428,127 323,016 32.5% +$96.5M
CBRE Minor reduction 2026-03-31 Filed 2026-05-08 2,488,034 2,687,007 -7.4% -$95.0M
BC Major increase 2026-03-31 Filed 2026-05-08 2,890,636 1,678,211 72.2% +$85.7M
MLM Minor reduction 2026-03-31 Filed 2026-05-08 1,087,380 1,159,375 -6.2% -$81.8M
SYM Minor increase 2026-03-31 Filed 2026-05-08 12,479,888 12,441,000 0.3% -$76.3M
DOCS Minor increase 2026-03-31 Filed 2026-05-08 3,839,627 3,711,340 3.5% -$74.9M
PAYC Minor reduction 2026-03-31 Filed 2026-05-08 1,537,278 1,638,894 -6.2% -$74.3M
MKL Minor reduction 2026-03-31 Filed 2026-05-08 175,068 188,437 -7.1% -$70.0M
BZ Minor reduction 2026-03-31 Filed 2026-05-08 9,948,978 9,955,584 -0.1% -$69.7M
KNF Major increase 2026-03-31 Filed 2026-05-08 2,668,248 2,128,401 25.4% +$68.1M
DG Minor reduction 2026-03-31 Filed 2026-05-08 3,152,900 3,316,155 -4.9% -$65.9M
MEDP Minor reduction 2026-03-31 Filed 2026-05-08 503,191 547,078 -8.0% -$65.6M
RKLB Minor increase 2026-03-31 Filed 2026-05-08 18,428,043 17,851,446 3.2% -$61.9M
UBER Minor reduction 2026-03-31 Filed 2026-05-08 3,673,901 3,961,818 -7.3% -$59.5M
GRAB Minor increase 2026-03-31 Filed 2026-05-08 46,852,163 46,212,934 1.4% -$59.1M
BN Minor reduction 2026-03-31 Filed 2026-05-08 6,616,033 7,013,657 -5.7% -$54.1M
FIX Major reduction 2026-03-31 Filed 2026-05-08 225,118 274,742 -18.1% +$54.0M
ADSK Minor reduction 2026-03-31 Filed 2026-05-08 649,100 706,289 -8.1% -$53.7M
DXCM Minor increase 2026-03-31 Filed 2026-05-08 15,599,525 15,552,587 0.3% -$52.6M
WIX Minor reduction 2026-03-31 Filed 2026-05-08 2,719,700 2,854,611 -4.7% -$51.6M
HDB Minor increase 2026-03-31 Filed 2026-05-08 6,538,950 5,746,819 13.8% -$47.3M
BROS Minor reduction 2026-03-31 Filed 2026-05-08 2,994,211 3,230,676 -7.3% -$46.1M
WMS Minor reduction 2026-03-31 Filed 2026-05-08 2,047,349 2,244,014 -8.8% -$44.2M
DE Minor reduction 2026-03-31 Filed 2026-05-08 505,017 524,786 -3.8% +$40.2M
YETI Minor reduction 2026-03-31 Filed 2026-05-08 3,695,471 3,945,196 -6.3% -$39.0M
CPA Minor reduction 2026-03-31 Filed 2026-05-08 2,581,625 2,747,078 -6.0% -$38.0M
GOOGL Minor increase 2026-03-31 Filed 2026-05-08 1,946,990 1,907,296 2.1% -$37.1M
NYT Minor reduction 2026-03-31 Filed 2026-05-08 2,911,228 3,025,119 -3.8% +$33.8M
SQM Minor reduction 2026-03-31 Filed 2026-05-08 5,707,211 6,233,717 -8.4% +$33.1M
NET Minor reduction 2026-03-31 Filed 2026-05-08 15,924,423 16,823,947 -5.3% -$31.0M
LMND Minor reduction 2026-03-31 Filed 2026-05-08 2,766,426 2,866,446 -3.5% -$30.6M
FN Minor reduction 2026-03-31 Filed 2026-05-08 460,496 464,564 -0.9% +$28.7M
DNLI Minor reduction 2026-03-31 Filed 2026-05-08 12,066,479 12,310,889 -2.0% +$28.4M
TSM Minor reduction 2026-03-31 Filed 2026-05-08 1,282,250 1,336,491 -4.1% +$27.2M
MSCI Minor increase 2026-03-31 Filed 2026-05-08 852,357 846,844 0.7% -$26.4M
RELY Minor increase 2026-03-31 Filed 2026-05-08 11,818,307 11,658,558 1.4% +$24.3M
ILMN Minor reduction 2026-03-31 Filed 2026-05-08 1,535,106 1,626,776 -5.6% -$24.2M
AZO Minor reduction 2026-03-31 Filed 2026-05-08 80,287 86,142 -6.8% -$21.0M
QXO Minor reduction 2026-03-31 Filed 2026-05-08 13,624,239 14,735,164 -7.5% -$19.7M
ADI Major reduction 2026-03-31 Filed 2026-05-08 424,629 568,465 -25.3% -$19.1M
TXN Minor reduction 2026-03-31 Filed 2026-05-08 2,039,257 2,177,897 -6.4% +$18.1M
MCO Minor increase 2026-03-31 Filed 2026-05-08 764,266 687,046 11.2% -$17.6M
SN Minor reduction 2026-03-31 Filed 2026-05-08 1,939,316 1,988,633 -2.5% -$17.2M
FMX Minor reduction 2026-03-31 Filed 2026-05-08 3,037,796 3,496,366 -13.1% -$16.0M
AUR Minor reduction 2026-03-31 Filed 2026-05-08 73,261,700 74,584,590 -1.8% +$15.4M
KSPI Minor increase 2026-03-31 Filed 2026-05-08 5,123,207 4,673,083 9.6% +$14.4M
IBN Minor increase 2026-03-31 Filed 2026-05-08 4,912,767 4,709,302 4.3% -$13.1M
ON Minor reduction 2026-03-31 Filed 2026-05-08 4,287,304 4,725,516 -9.3% +$9.6M
COIN Major increase 2026-03-31 Filed 2026-05-08 1,124,057 829,081 35.6% +$8.8M
MDLN Minor reduction 2026-03-31 Filed 2026-05-08 9,975,775 10,410,371 -4.2% +$6.7M
ETN Minor reduction 2026-03-31 Filed 2026-05-08 617,366 673,840 -8.4% +$6.2M
BBD Minor reduction 2026-03-31 Filed 2026-05-08 36,393,155 38,275,506 -4.9% +$5.4M
CME Minor reduction 2026-03-31 Filed 2026-05-08 430,242 446,036 -3.5% +$5.3M
PG Minor reduction 2026-03-31 Filed 2026-05-08 859,326 896,945 -4.2% -$4.4M
BLLN Minor reduction 2026-03-31 Filed 2026-05-08 1,259,993 1,268,163 -0.6% -$4.3M
SCI Minor reduction 2026-03-31 Filed 2026-05-08 8,605,439 9,161,409 -6.1% -$4.3M
AAPL Minor increase 2026-03-31 Filed 2026-05-08 696,091 663,344 4.9% -$3.7M
ECL Minor increase 2026-03-31 Filed 2026-05-08 695,341 691,003 0.6% +$3.6M
PEN Minor reduction 2026-03-31 Filed 2026-05-08 840,427 876,325 -4.1% +$3.5M

Public video / Interview / Shareholder letter / Public Q&A

2 reliable public materials
Shareholder letter / fund letter

Baillie Gifford Insights Archive

The Baillie Gifford insights page provides long-term growth, innovation and global equity views and is a stable entry point for tracking the continuation of Anderson's style.

  • Baillie Gifford's public profile reflects the institutional continuation of Anderson's long-term growth framework.
  • Material topics cover innovation, platform economy, healthcare, energy transition and long-term capital.
  • It is suitable to be paired with James Anderson's personal interviews, one looking at the character framework and the other looking at institutional updates.
  • All Baillie Gifford views cannot be attributed to Anderson himself and should be noted as institutional sources.
  • This source is suitable for automatic scanning of new public articles and videos in the future.
Interview

James Anderson Long-Term Growth Investing Interview

Baillie Gifford Public Interview Reviewing James Anderson's framework for long-term growth investing, innovative companies, and holding ultra-long cycle winners.

  • Anderson is all about extreme long-term growth, with a focus on finding the few big winners that can reshape an industry.
  • Interviews help explain preferences for high-growth, platform, semiconductor and global innovation companies in Baillie Gifford 13F.
  • The material emphasizes patience and asymmetric returns rather than short-term profit forecasts.
  • It is important to note that high growth frameworks are very sensitive to valuations and interest rates, and public views are not a substitute for risk management.
  • This official interview is the primary public source of the James Anderson legacy.