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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 374 Last 3 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 3 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
SE Minor reduction 2025-12-31 Filed 2026-01-23 38,758,791 40,090,290 -3.3% -$2.2B
RBLX Minor reduction 2025-12-31 Filed 2026-01-23 21,543,528 23,296,603 -7.5% -$1.5B
CPNG Minor reduction 2025-12-31 Filed 2026-01-23 146,122,094 150,382,707 -2.8% -$1.4B
NET Major reduction 2025-12-31 Filed 2026-01-23 16,823,947 21,848,740 -23.0% -$1.4B
SPOT Minor reduction 2025-12-31 Filed 2026-01-23 8,331,104 8,695,348 -4.2% -$1.2B
DDOG Major reduction 2025-12-31 Filed 2026-01-23 3,961,509 11,413,479 -65.3% -$1.1B
META Major reduction 2025-12-31 Filed 2026-01-23 4,399,233 5,290,228 -16.8% -$981.1M
NFLX Major increase 2025-12-31 Filed 2026-01-23 36,940,035 3,649,047 912.3% -$911.4M
AXON Major increase 2025-12-31 Filed 2026-01-23 1,642,578 126,479 1198.7% +$842.1M
MELI Minor increase 2025-12-31 Filed 2026-01-23 3,481,563 3,317,443 4.9% -$739.9M
PDD Minor reduction 2025-12-31 Filed 2026-01-23 31,032,323 31,799,003 -2.4% -$684.1M
RKLB Major increase 2025-12-31 Filed 2026-01-23 17,851,446 12,125,910 47.2% +$664.4M
BNTX Major reduction 2025-12-31 Filed 2026-01-23 1,244,867 7,879,359 -84.2% -$658.6M
TTD Major reduction 2025-12-31 Filed 2026-01-23 22,305,995 29,115,119 -23.4% -$580.2M
NVDA Minor reduction 2025-12-31 Filed 2026-01-23 43,867,705 46,549,296 -5.8% -$503.8M
GOOG Major increase 2025-12-31 Filed 2026-01-23 3,750,936 2,906,948 29.0% +$469.1M
RACE Minor reduction 2025-12-31 Filed 2026-01-23 3,890,014 3,941,830 -1.3% -$450.4M
DASH Minor reduction 2025-12-31 Filed 2026-01-23 7,970,062 8,268,768 -3.6% -$444.0M
MDLN New 2025-12-31 Filed 2026-01-23 10,410,371 0 - +$437.2M
ELF Minor reduction 2025-12-31 Filed 2026-01-23 7,177,659 7,349,678 -2.3% -$427.9M
GOOGL Major increase 2025-12-31 Filed 2026-01-23 1,907,296 715,205 166.7% +$423.1M
MSFT Minor reduction 2025-12-31 Filed 2026-01-23 5,544,839 5,860,839 -5.4% -$354.0M
APP Minor reduction 2025-12-31 Filed 2026-01-23 6,166,349 6,245,960 -1.3% -$333.0M
AZO Major reduction 2025-12-31 Filed 2026-01-23 86,142 143,931 -40.2% -$325.3M
ENSG Major increase 2025-12-31 Filed 2026-01-23 4,569,254 2,818,609 62.1% +$309.0M
QXO Major increase 2025-12-31 Filed 2026-01-23 14,735,164 90,859 16117.6% +$282.5M
ISRG Minor reduction 2025-12-31 Filed 2026-01-23 2,551,357 2,602,598 -2.0% +$281.0M
NU Minor increase 2025-12-31 Filed 2026-01-23 257,256,952 251,459,587 2.3% +$280.6M
AVAV Major reduction 2025-12-31 Filed 2026-01-23 1,179,811 1,783,679 -33.9% -$276.3M
TEM Minor reduction 2025-12-31 Filed 2026-01-23 8,741,442 9,692,441 -9.8% -$266.1M
PINS Sold out 2025-12-31 Filed 2026-01-23 0 7,800,244 -100.0% -$250.9M
SHOP Minor reduction 2025-12-31 Filed 2026-01-23 31,206,232 35,443,787 -12.0% -$244.0M
ALNY Minor reduction 2025-12-31 Filed 2026-01-23 2,600,979 2,789,356 -6.8% -$237.7M
CHWY Sold out 2025-12-31 Filed 2026-01-23 0 5,517,323 -100.0% -$223.2M
WIX Minor reduction 2025-12-31 Filed 2026-01-23 2,854,611 2,892,145 -1.3% -$217.2M
TMO Major increase 2025-12-31 Filed 2026-01-23 770,868 491,233 56.9% +$208.4M
RIVN Minor reduction 2025-12-31 Filed 2026-01-23 43,781,355 44,937,443 -2.6% +$203.2M
XYZ Major reduction 2025-12-31 Filed 2026-01-23 9,875,845 11,655,303 -15.3% -$199.5M
GH Minor reduction 2025-12-31 Filed 2026-01-23 4,890,026 5,127,692 -4.6% +$179.1M
BLDR Sold out 2025-12-31 Filed 2026-01-23 0 1,469,801 -100.0% -$178.2M
CSGP Major increase 2025-12-31 Filed 2026-01-23 12,933,185 8,241,642 56.9% +$174.3M
AMZN Minor reduction 2025-12-31 Filed 2026-01-23 29,387,070 31,659,114 -7.2% -$168.3M
JOBY Minor reduction 2025-12-31 Filed 2026-01-23 49,570,755 50,420,953 -1.7% -$159.5M
UTHR New 2025-12-31 Filed 2026-01-23 323,016 0 - +$157.4M
IOT Minor increase 2025-12-31 Filed 2026-01-23 47,660,513 41,451,960 15.0% +$145.5M
TSLA Major reduction 2025-12-31 Filed 2026-01-23 1,342,801 1,657,487 -19.0% -$133.2M
AUR Minor reduction 2025-12-31 Filed 2026-01-23 74,584,590 75,554,014 -1.3% -$120.8M
DOCS Minor reduction 2025-12-31 Filed 2026-01-23 3,711,340 3,849,762 -3.6% -$117.3M
DG Minor increase 2025-12-31 Filed 2026-01-23 3,316,155 3,247,432 2.1% +$104.7M
PAYC Minor reduction 2025-12-31 Filed 2026-01-23 1,638,894 1,708,662 -4.1% -$94.5M
MSCI Major increase 2025-12-31 Filed 2026-01-23 846,844 691,554 22.5% +$93.5M
SCI Minor reduction 2025-12-31 Filed 2026-01-23 9,161,409 9,689,267 -5.4% -$92.0M
ODD Major increase 2025-12-31 Filed 2026-01-23 7,122,641 6,045,720 17.8% -$90.5M
YETI Major increase 2025-12-31 Filed 2026-01-23 3,945,196 2,614,918 50.9% +$87.5M
UBER Minor reduction 2025-12-31 Filed 2026-01-23 3,961,818 4,179,231 -5.2% -$85.7M
FIX Major reduction 2025-12-31 Filed 2026-01-23 274,742 412,784 -33.4% -$84.2M
MBLY Major reduction 2025-12-31 Filed 2026-01-23 7,371,722 10,809,362 -31.8% -$75.7M
TME Minor increase 2025-12-31 Filed 2026-01-23 13,042,381 13,007,199 0.3% -$75.0M
WSO Minor reduction 2025-12-31 Filed 2026-01-23 917,492 944,086 -2.8% -$72.5M
TEAM Minor increase 2025-12-31 Filed 2026-01-23 8,431,802 8,115,526 3.9% +$71.1M
PODD Minor reduction 2025-12-31 Filed 2026-01-23 2,048,369 2,091,698 -2.1% -$63.5M
FIG Major increase 2025-12-31 Filed 2026-01-23 5,763,613 2,973,627 93.8% +$61.1M
AJG Minor reduction 2025-12-31 Filed 2026-01-23 865,260 908,885 -4.8% -$57.6M
DUOL Major increase 2025-12-31 Filed 2026-01-23 4,861,445 2,827,834 71.9% -$56.9M
SYM Minor reduction 2025-12-31 Filed 2026-01-23 12,441,000 12,683,739 -1.9% +$56.6M
PBR Minor reduction 2025-12-31 Filed 2026-01-23 29,523,522 32,087,693 -8.0% -$56.4M
GRAB Minor reduction 2025-12-31 Filed 2026-01-23 46,212,934 47,625,480 -3.0% -$56.1M
PONY Minor reduction 2025-12-31 Filed 2026-01-23 6,301,650 6,460,363 -2.5% -$53.9M
WDAY Minor reduction 2025-12-31 Filed 2026-01-23 1,464,991 1,528,946 -4.2% -$53.4M
ILMN Minor reduction 2025-12-31 Filed 2026-01-23 1,626,776 1,686,692 -3.6% +$53.2M
MA Minor reduction 2025-12-31 Filed 2026-01-23 1,464,206 1,559,732 -6.1% -$51.3M
EPAM Minor reduction 2025-12-31 Filed 2026-01-23 1,193,056 1,293,857 -7.8% +$49.3M
MMYT Minor increase 2025-12-31 Filed 2026-01-23 5,155,036 5,040,061 2.3% -$48.4M
SQM Major reduction 2025-12-31 Filed 2026-01-23 6,233,717 8,861,882 -29.7% +$48.0M
ETN Minor reduction 2025-12-31 Filed 2026-01-23 673,840 697,894 -3.4% -$46.6M
LMND Minor reduction 2025-12-31 Filed 2026-01-23 2,866,446 2,942,056 -2.6% +$46.5M
FTAI Minor reduction 2025-12-31 Filed 2026-01-23 2,286,363 2,427,732 -5.8% +$45.0M
RPRX Minor reduction 2025-12-31 Filed 2026-01-23 17,008,768 17,372,502 -2.1% +$44.3M
MRNA Minor reduction 2025-12-31 Filed 2026-01-23 20,580,514 21,846,666 -5.8% +$42.6M
PEN Minor reduction 2025-12-31 Filed 2026-01-23 876,325 908,546 -3.5% +$42.3M
TXN Minor reduction 2025-12-31 Filed 2026-01-23 2,177,897 2,283,802 -4.6% -$41.8M
DXCM Minor reduction 2025-12-31 Filed 2026-01-23 15,552,587 15,882,168 -2.1% -$36.5M
DNLI Minor increase 2025-12-31 Filed 2026-01-23 12,310,889 11,591,585 6.2% +$34.9M
BBD Major increase 2025-12-31 Filed 2026-01-23 38,275,506 27,974,111 36.8% +$32.9M
RELY Major increase 2025-12-31 Filed 2026-01-23 11,658,558 7,868,348 48.2% +$32.6M
MLM Minor reduction 2025-12-31 Filed 2026-01-23 1,159,375 1,195,794 -3.0% -$31.8M
W Minor reduction 2025-12-31 Filed 2026-01-23 4,002,104 4,149,211 -3.5% +$31.2M
TSM Minor reduction 2025-12-31 Filed 2026-01-23 1,336,491 1,564,060 -14.5% -$30.7M
DKNG Minor reduction 2025-12-31 Filed 2026-01-23 7,454,948 7,687,841 -3.0% -$30.6M
SNOW Minor reduction 2025-12-31 Filed 2026-01-23 2,735,752 2,795,556 -2.1% -$30.4M
RDDT Minor reduction 2025-12-31 Filed 2026-01-23 5,980,918 6,107,185 -2.1% -$29.8M
NYT Minor reduction 2025-12-31 Filed 2026-01-23 3,025,119 3,145,974 -3.8% +$29.4M
MKL Minor reduction 2025-12-31 Filed 2026-01-23 188,437 196,886 -4.3% +$28.8M
KSPI Minor reduction 2025-12-31 Filed 2026-01-23 4,673,083 4,785,985 -2.4% -$25.8M
AFRM Minor reduction 2025-12-31 Filed 2026-01-23 5,482,943 5,895,362 -7.0% -$22.7M
HDB Major reduction 2025-12-31 Filed 2026-01-23 5,746,819 6,806,818 -15.6% -$22.5M
ADSK Minor reduction 2025-12-31 Filed 2026-01-23 706,289 726,446 -2.8% -$21.7M
KNF Minor reduction 2025-12-31 Filed 2026-01-23 2,128,401 2,198,771 -3.2% -$19.3M
FMX Minor reduction 2025-12-31 Filed 2026-01-23 3,496,366 3,752,745 -6.8% -$16.8M
CRM Minor reduction 2025-12-31 Filed 2026-01-23 1,062,815 1,120,363 -5.1% +$16.0M
BROS Minor reduction 2025-12-31 Filed 2026-01-23 3,230,676 3,497,067 -7.6% +$14.7M
CBRE Minor reduction 2025-12-31 Filed 2026-01-23 2,687,007 2,831,173 -5.1% -$14.0M
ECL Minor reduction 2025-12-31 Filed 2026-01-23 691,003 711,667 -2.9% -$13.5M
PG Minor reduction 2025-12-31 Filed 2026-01-23 896,945 919,290 -2.4% -$12.7M
SN Minor reduction 2025-12-31 Filed 2026-01-23 1,988,633 2,041,075 -2.6% +$12.0M
ADI Minor reduction 2025-12-31 Filed 2026-01-23 568,465 580,842 -2.1% +$11.5M
COIN Major increase 2025-12-31 Filed 2026-01-23 829,081 587,422 41.1% -$10.8M
BAP Minor reduction 2025-12-31 Filed 2026-01-23 1,432,893 1,582,745 -9.5% -$10.2M
BC Minor reduction 2025-12-31 Filed 2026-01-23 1,678,211 1,809,902 -7.3% +$10.1M
FN Major reduction 2025-12-31 Filed 2026-01-23 464,564 553,158 -16.0% +$9.8M
BN Major increase 2025-12-31 Filed 2026-01-23 7,013,657 4,822,387 45.4% -$8.9M
SPGI Minor reduction 2025-12-31 Filed 2026-01-23 724,613 760,240 -4.7% +$8.7M
IBN Minor reduction 2025-12-31 Filed 2026-01-23 4,709,302 4,884,527 -3.6% -$7.3M
WMS Minor reduction 2025-12-31 Filed 2026-01-23 2,244,014 2,395,071 -6.3% -$7.2M
ELV Minor reduction 2025-12-31 Filed 2026-01-23 1,977,899 2,166,914 -8.7% -$6.8M
RYAAY Major reduction 2025-12-31 Filed 2026-01-23 11,343,819 13,485,567 -15.9% +$6.8M
MEDP Minor reduction 2025-12-31 Filed 2026-01-23 547,078 584,796 -6.4% +$6.6M
ON Minor reduction 2025-12-31 Filed 2026-01-23 4,725,516 5,064,602 -6.7% +$6.2M
DE Minor reduction 2025-12-31 Filed 2026-01-23 524,786 542,683 -3.3% -$3.8M
BZ Major increase 2025-12-31 Filed 2026-01-23 9,955,584 8,564,702 16.2% +$2.8M
CPA Minor reduction 2025-12-31 Filed 2026-01-23 2,747,078 2,765,296 -0.7% +$2.8M
CME Minor reduction 2025-12-31 Filed 2026-01-23 446,036 457,422 -2.5% -$1.8M
MCO Minor reduction 2025-12-31 Filed 2026-01-23 687,046 738,640 -7.0% -$969,738
AAPL Minor reduction 2025-12-31 Filed 2026-01-23 663,344 710,870 -6.7% -$672,128
APP Minor reduction 2025-09-30 Filed 2025-10-31 6,245,960 6,400,229 -2.4% +$2.2B
MELI Minor reduction 2025-09-30 Filed 2025-10-31 3,317,443 3,505,672 -5.4% -$1.4B
SPOT Minor reduction 2025-09-30 Filed 2025-10-31 8,695,348 9,628,910 -9.7% -$1.3B
NVDA Minor reduction 2025-09-30 Filed 2025-10-31 46,549,296 49,063,121 -5.1% +$933.7M
SHOP Minor reduction 2025-09-30 Filed 2025-10-31 35,443,787 37,748,072 -6.1% +$913.1M
NFLX Minor reduction 2025-09-30 Filed 2025-10-31 3,649,047 3,903,505 -6.5% -$852.4M
TTD Minor reduction 2025-09-30 Filed 2025-10-31 29,115,119 30,702,638 -5.2% -$783.4M
PDD Minor reduction 2025-09-30 Filed 2025-10-31 31,799,003 34,372,712 -7.5% +$605.4M
ISRG Major reduction 2025-09-30 Filed 2025-10-31 2,602,598 3,114,665 -16.4% -$528.6M
SE Minor reduction 2025-09-30 Filed 2025-10-31 40,090,290 41,623,294 -3.7% +$508.1M
RBLX Minor reduction 2025-09-30 Filed 2025-10-31 23,296,603 26,378,405 -11.7% +$452.0M
NU Minor reduction 2025-09-30 Filed 2025-10-31 251,459,587 260,981,788 -3.6% +$445.2M
TEAM Minor reduction 2025-09-30 Filed 2025-10-31 8,115,526 8,527,513 -4.8% -$435.8M
RDDT Minor reduction 2025-09-30 Filed 2025-10-31 6,107,185 6,482,328 -5.8% +$428.5M
RKLB Major increase 2025-09-30 Filed 2025-10-31 12,125,910 4,391,122 176.1% +$423.9M
DXCM Minor reduction 2025-09-30 Filed 2025-10-31 15,882,168 16,705,195 -4.9% -$389.5M
AMZN Minor reduction 2025-09-30 Filed 2025-10-31 31,659,114 33,294,360 -4.9% -$353.1M
NET Minor reduction 2025-09-30 Filed 2025-10-31 21,848,740 25,525,131 -14.4% -$310.1M
ALNY Minor reduction 2025-09-30 Filed 2025-10-31 2,789,356 3,031,891 -8.0% +$283.3M
ENSG Major increase 2025-09-30 Filed 2025-10-31 2,818,609 1,436,574 96.2% +$265.4M
ENPH Major reduction 2025-09-30 Filed 2025-10-31 2,664,893 8,977,315 -70.3% -$261.6M
JOBY Minor reduction 2025-09-30 Filed 2025-10-31 50,420,953 52,824,729 -4.6% +$256.5M
IOT Minor reduction 2025-09-30 Filed 2025-10-31 41,451,960 43,893,738 -5.6% -$202.0M
UNH Major reduction 2025-09-30 Filed 2025-10-31 48,645 691,852 -93.0% -$199.0M
COIN New 2025-09-30 Filed 2025-10-31 587,422 0 - +$198.2M
TSLA Minor reduction 2025-09-30 Filed 2025-10-31 1,657,487 1,700,116 -2.5% +$197.1M
MSCI Major increase 2025-09-30 Filed 2025-10-31 691,554 360,514 91.8% +$184.5M
GOOG Minor reduction 2025-09-30 Filed 2025-10-31 2,906,948 2,969,828 -2.1% +$181.2M
RACE Minor reduction 2025-09-30 Filed 2025-10-31 3,941,830 4,256,100 -7.4% -$172.5M
YMM Sold out 2025-09-30 Filed 2025-10-31 0 14,486,413 -100.0% -$171.1M
ELV Minor reduction 2025-09-30 Filed 2025-10-31 2,166,914 2,237,022 -3.1% -$169.9M
KNF New 2025-09-30 Filed 2025-10-31 2,198,771 0 - +$169.0M
ENTG Sold out 2025-09-30 Filed 2025-10-31 0 2,058,007 -100.0% -$166.0M
SYM Minor reduction 2025-09-30 Filed 2025-10-31 12,683,739 13,440,113 -5.6% +$161.5M
FIG New 2025-09-30 Filed 2025-10-31 2,973,627 0 - +$154.2M
BZ Major increase 2025-09-30 Filed 2025-10-31 8,564,702 3,185,137 168.9% +$143.2M
META Minor reduction 2025-09-30 Filed 2025-10-31 5,290,228 5,453,213 -3.0% -$139.9M
MEDP Minor increase 2025-09-30 Filed 2025-10-31 584,796 522,293 12.0% +$136.8M
FTAI Minor reduction 2025-09-30 Filed 2025-10-31 2,427,732 2,569,289 -5.5% +$109.5M
FIX Minor reduction 2025-09-30 Filed 2025-10-31 412,784 432,542 -4.6% +$108.7M
SG Minor reduction 2025-09-30 Filed 2025-10-31 11,060,194 12,997,690 -14.9% -$105.1M
RYAAY Minor reduction 2025-09-30 Filed 2025-10-31 13,485,567 15,820,053 -14.8% -$100.2M
PBR Major reduction 2025-09-30 Filed 2025-10-31 32,087,693 40,397,064 -20.6% -$99.1M
MBLY Major reduction 2025-09-30 Filed 2025-10-31 10,809,362 13,537,373 -20.2% -$90.8M
AFRM Major reduction 2025-09-30 Filed 2025-10-31 5,895,362 7,532,410 -21.7% -$90.0M
MMYT Minor reduction 2025-09-30 Filed 2025-10-31 5,040,061 5,716,130 -11.8% -$88.5M
ODD Minor reduction 2025-09-30 Filed 2025-10-31 6,045,720 6,117,671 -1.2% -$85.1M
W Major reduction 2025-09-30 Filed 2025-10-31 4,149,211 5,664,163 -26.7% +$81.0M
BNTX Minor reduction 2025-09-30 Filed 2025-10-31 7,879,359 8,038,872 -2.0% -$78.8M
MLM Minor reduction 2025-09-30 Filed 2025-10-31 1,195,794 1,230,943 -2.9% +$77.9M
TSM Major reduction 2025-09-30 Filed 2025-10-31 1,564,060 2,265,239 -31.0% -$76.2M
GH Minor increase 2025-09-30 Filed 2025-10-31 5,127,692 4,809,786 6.6% +$70.1M
FMX Minor reduction 2025-09-30 Filed 2025-10-31 3,752,745 4,257,335 -11.9% -$68.3M
AZO Minor reduction 2025-09-30 Filed 2025-10-31 143,931 148,109 -2.8% +$67.7M
TXN Minor reduction 2025-09-30 Filed 2025-10-31 2,283,802 2,335,618 -2.2% -$65.3M
BROS Minor reduction 2025-09-30 Filed 2025-10-31 3,497,067 3,621,656 -3.4% -$64.6M
INSP Minor reduction 2025-09-30 Filed 2025-10-31 1,084,350 1,113,888 -2.7% -$64.1M
BAP Minor reduction 2025-09-30 Filed 2025-10-31 1,582,745 1,636,721 -3.3% +$55.6M
SQM Minor reduction 2025-09-30 Filed 2025-10-31 8,861,882 9,230,909 -4.0% +$55.3M
DKNG Minor reduction 2025-09-30 Filed 2025-10-31 7,687,841 7,931,263 -3.1% -$52.6M
CRM Minor reduction 2025-09-30 Filed 2025-10-31 1,120,363 1,163,119 -3.7% -$51.6M
PONY Minor reduction 2025-09-30 Filed 2025-10-31 6,460,363 7,137,437 -9.5% +$51.1M
WSO Minor reduction 2025-09-30 Filed 2025-10-31 944,086 976,344 -3.3% -$49.5M
DG Minor reduction 2025-09-30 Filed 2025-10-31 3,247,432 3,355,848 -3.2% -$48.2M
WMS Minor reduction 2025-09-30 Filed 2025-10-31 2,395,071 2,472,510 -3.1% +$48.2M
MRNA Minor reduction 2025-09-30 Filed 2025-10-31 21,846,666 22,094,124 -1.1% -$45.3M
GRAB Minor reduction 2025-09-30 Filed 2025-10-31 47,625,480 48,131,916 -1.1% +$44.6M
WIX Minor reduction 2025-09-30 Filed 2025-10-31 2,892,145 2,983,935 -3.1% +$40.9M
DOCS Minor reduction 2025-09-30 Filed 2025-10-31 3,849,762 3,934,031 -2.1% +$40.3M
GOOGL Minor reduction 2025-09-30 Filed 2025-10-31 715,205 770,160 -7.1% +$38.1M
SPGI Minor reduction 2025-09-30 Filed 2025-10-31 760,240 773,670 -1.7% -$37.9M
WSC Minor reduction 2025-09-30 Filed 2025-10-31 4,856,872 5,109,735 -4.9% -$37.5M
MSFT Minor reduction 2025-09-30 Filed 2025-10-31 5,860,839 6,029,276 -2.8% +$36.6M
RPRX Minor reduction 2025-09-30 Filed 2025-10-31 17,372,502 18,020,455 -3.6% -$36.4M
PINS Minor reduction 2025-09-30 Filed 2025-10-31 7,800,244 8,009,740 -2.6% -$36.3M
KSPI Minor reduction 2025-09-30 Filed 2025-10-31 4,785,985 5,031,214 -4.9% -$36.2M
BN Minor increase 2025-09-30 Filed 2025-10-31 4,822,387 4,764,393 1.2% +$36.0M
TMO Minor reduction 2025-09-30 Filed 2025-10-31 491,233 504,676 -2.7% +$33.6M
DE Minor reduction 2025-09-30 Filed 2025-10-31 542,683 553,898 -2.0% -$33.5M
DASH Minor reduction 2025-09-30 Filed 2025-10-31 8,268,768 8,988,826 -8.0% +$33.2M
AAPL Minor reduction 2025-09-30 Filed 2025-10-31 710,870 721,726 -1.5% +$32.9M
HDB Major increase 2025-09-30 Filed 2025-10-31 6,806,818 3,453,709 97.1% -$32.3M
ON Minor reduction 2025-09-30 Filed 2025-10-31 5,064,602 5,335,777 -5.1% -$29.9M
IBN Minor reduction 2025-09-30 Filed 2025-10-31 4,884,527 5,265,942 -7.2% -$29.5M
FN Minor reduction 2025-09-30 Filed 2025-10-31 553,158 589,171 -6.1% +$28.1M
MKL Minor reduction 2025-09-30 Filed 2025-10-31 196,886 201,623 -2.3% -$26.4M
XYZ Minor reduction 2025-09-30 Filed 2025-10-31 11,655,303 12,012,644 -3.0% +$26.3M
CBRE Minor reduction 2025-09-30 Filed 2025-10-31 2,831,173 2,997,219 -5.5% +$26.1M
PODD Minor reduction 2025-09-30 Filed 2025-10-31 2,091,698 2,135,068 -2.0% -$25.0M
TME Major reduction 2025-09-30 Filed 2025-10-31 13,007,199 16,813,324 -22.6% -$24.1M
RELY Minor reduction 2025-09-30 Filed 2025-10-31 7,868,348 8,033,147 -2.1% -$22.5M
CPNG Minor reduction 2025-09-30 Filed 2025-10-31 150,382,707 160,899,909 -6.5% +$21.8M
LMND Minor reduction 2025-09-30 Filed 2025-10-31 2,942,056 3,110,282 -5.4% +$21.2M
CHWY Minor reduction 2025-09-30 Filed 2025-10-31 5,517,323 5,696,990 -3.2% -$19.6M
AJG Minor reduction 2025-09-30 Filed 2025-10-31 908,885 940,528 -3.4% -$19.6M
DDOG Minor reduction 2025-09-30 Filed 2025-10-31 11,413,479 11,957,462 -4.5% +$19.0M
MCO Minor increase 2025-09-30 Filed 2025-10-31 738,640 736,778 0.3% -$17.6M
WDAY Minor reduction 2025-09-30 Filed 2025-10-31 1,528,946 1,606,807 -4.8% -$17.6M
TEM Major reduction 2025-09-30 Filed 2025-10-31 9,692,441 12,094,029 -19.9% +$13.8M
UBER Minor reduction 2025-09-30 Filed 2025-10-31 4,179,231 4,278,756 -2.3% +$10.2M
PG Minor reduction 2025-09-30 Filed 2025-10-31 919,290 945,395 -2.8% -$9.4M
CPA Minor reduction 2025-09-30 Filed 2025-10-31 2,765,296 2,903,095 -4.7% +$9.3M
AVAV Minor reduction 2025-09-30 Filed 2025-10-31 1,783,679 1,938,698 -8.0% +$9.2M
CSGP Minor reduction 2025-09-30 Filed 2025-10-31 8,241,642 8,540,369 -3.5% +$8.7M
DUOL Major increase 2025-09-30 Filed 2025-10-31 2,827,834 2,198,891 28.6% +$8.5M
SCI Minor reduction 2025-09-30 Filed 2025-10-31 9,689,267 10,000,054 -3.1% -$7.7M
MA Minor reduction 2025-09-30 Filed 2025-10-31 1,559,732 1,591,049 -2.0% -$6.9M
SNOW Minor reduction 2025-09-30 Filed 2025-10-31 2,795,556 2,848,124 -1.8% -$6.8M
ADI Minor increase 2025-09-30 Filed 2025-10-31 580,842 571,160 1.7% +$6.8M
ELF Minor reduction 2025-09-30 Filed 2025-10-31 7,349,678 7,770,771 -5.4% +$6.7M
PEN Minor reduction 2025-09-30 Filed 2025-10-31 908,546 922,127 -1.5% -$6.5M
ILMN Minor reduction 2025-09-30 Filed 2025-10-31 1,686,692 1,741,153 -3.1% -$5.9M
RIVN Minor reduction 2025-09-30 Filed 2025-10-31 44,937,443 47,584,480 -5.6% +$5.9M
AUR Minor reduction 2025-09-30 Filed 2025-10-31 75,554,014 76,600,315 -1.4% +$5.9M
EPAM Major increase 2025-09-30 Filed 2025-10-31 1,293,857 1,072,313 20.7% +$5.5M
PAYC Minor increase 2025-09-30 Filed 2025-10-31 1,708,662 1,549,695 10.3% -$3.0M
SN Minor reduction 2025-09-30 Filed 2025-10-31 2,041,075 2,153,588 -5.2% -$2.6M
ETN Minor reduction 2025-09-30 Filed 2025-10-31 697,894 725,199 -3.8% +$2.3M
ECL Minor reduction 2025-09-30 Filed 2025-10-31 711,667 728,342 -2.3% -$1.3M
ADSK Minor reduction 2025-09-30 Filed 2025-10-31 726,446 741,833 -2.1% +$1.1M
DNLI Minor reduction 2025-09-30 Filed 2025-10-31 11,591,585 11,955,323 -3.0% +$1.1M
BLDR Minor reduction 2025-09-30 Filed 2025-10-31 1,469,801 1,524,282 -3.6% +$344,905
NYT Minor reduction 2025-09-30 Filed 2025-10-31 3,145,974 3,225,252 -2.5% +$29,299

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.