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Funds (13F)

Baillie Gifford & Co

Backtest from 9 Aug 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+15.7%
S&P 500 +13.9%
Last 12 months
−13.2%
S&P 500 +12.1%
Sharpe ratio
0.64
S&P 500 0.77
Biggest drop
−52.9%
S&P 500 −31.8%
$10.0k$20.0k$40.0k$80.0k 2013201520172019202120232025 $68.8k$55.9k
Baillie Gifford & CoS&P 500 $10,000 in Baillie Gifford & Co from 9 Aug 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Baillie Gifford & Co's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Baillie Gifford & Co's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+15.7%+13.9%
Total return+588%+459%
Last 12 months−13.2%+12.1%
Last 3 months+2.1%—
Last month−3.7%—
This year so far−6.5%—
Volatility a year24.1%16.0%
Sharpe ratio0.640.77
Biggest drop−52.9%−31.8%
Beta to the S&P 5001.231.00
Alpha a year (t-statistic)+0.3% (0.09)—
Share of weeks up56%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
SPCX8.3%——
NVDA8.0%——
AMZN6.1%——
MELI4.9%——
SE3.5%——
SPOT3.5%——
NET3.4%——
APP3.2%——
SHOP3.1%——
NU2.9%——
PDD1.9%——
IOT1.7%——
META1.7%——
AXON1.6%——
CPNG1.3%——
RACE1.3%——
MRNA1.2%——
DASH1.2%——
RDDT1.2%——
NFLX1.1%——
RBLX1.1%——
RKLB1.0%——
MSFT1.0%——
ISRG0.9%——
GOOGL0.9%——
DXCM0.9%——
MA0.8%——
QXO0.8%——
ENSG0.8%——
PBR0.8%——
MMYT0.7%——
RIVN0.7%——
RY0.7%——
ALNY0.7%——
SNOW0.6%——
CRH0.6%——
MLM0.5%——
RPRX0.5%——
DUOL0.5%——
SYM0.5%——
JOBY0.5%——
ELF0.5%——
AVGO0.5%——
AAPL0.5%——
AFRM0.5%——
TEM0.5%——
WSO0.5%——
TXN0.4%——
TSM0.4%——
MDLN0.4%——
MSCI0.4%——
SCI0.4%——
FIX0.4%——
ELV0.4%——
RYAAY0.4%——
AUR0.4%——
CSGP0.3%——
PM0.3%——
DDOG0.3%——
CFR0.3%——
GH0.3%——
DG0.3%——
MCO0.3%——
AZO0.3%——
TMO0.3%——
ON0.3%——
EOG0.3%——
CBRE0.3%——
PODD0.3%——
MKL0.3%——
DNLI0.3%——
TSLA0.3%——
SN0.3%——
EQT0.3%——
WMS0.3%——
KLAC0.3%——
TEAM0.3%——
RELY0.3%——
DE0.3%——
W0.3%——
ETN0.2%——
UTHR0.2%——
UBER0.2%——
MEDP0.2%——
FCX0.2%——
ILMN0.2%——
FN0.2%——
BC0.2%——
KNF0.2%——
XYZ0.2%——
SUNB0.2%——
ECL0.2%——
BROS0.2%——
NYT0.2%——
VALE0.2%——
IDXX0.2%——
GRAB0.2%——
DKNG0.2%——
LMND0.2%——
YETI0.2%——
HDB0.2%——
AVAV0.1%——
COIN0.1%——
ARM0.1%——
WDAY0.1%——
ADI0.1%——
VEEV0.1%——
VRTX0.1%——
BZ0.1%——
PAYC0.1%——
BBD0.1%——
WSC0.1%——
PG0.1%——
VST0.1%——
ODD0.1%——
WIX0.1%——
TWST0.1%——
TDW0.1%——
EW0.1%——
BLLN0.1%——
ALAB0.1%——
INTU0.1%——
CSCO0.1%——
FIG0.1%——
LINE0.1%——
XMTR0.1%——
ADSK0.1%——
MDB0.1%——
SG0.1%——
COUR0.1%——
SVV0.1%——
PONY0.1%——
RXRX0.1%——
FAST0.1%——
TFII0.1%——
PEP0.1%——
BABA0.1%——
TME0.1%——
FROG0.1%——
JKHY0.1%——
CRCL0.1%——
SBUX0.1%——
BNTX0.1%——
KO0.1%——
HD0.1%——
RVMD0.1%——
SVM0.0%——
AJG0.0%——
ACN0.0%——
ALB0.0%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest9 Aug 2013 to 2 Nov 2026+15.7%+13.9%0.640.77−52.9%1.23+0.3% (0.09)
2018 onwards5 Jan 2018 to 2 Nov 2026+12.4%+13.9%0.460.66−52.9%1.24−2.1% (−0.41)
Last three years3 Nov 2023 to 2 Nov 2026+16.6%+21.8%0.601.16−27.2%1.34−8.3% (−1.22)
Last year7 Nov 2025 to 2 Nov 2026−8.8%+14.2%−0.480.84−22.0%1.39−24.4% (−1.67)
DateCompanyAction
7 Aug 2026WSEBought
7 Aug 2026VSTBought
7 Aug 2026VRTBought
7 Aug 2026VALEBought
7 Aug 2026STXBought
7 Aug 2026SPCXBought
7 Aug 2026PLTRBought
7 Aug 2026PDFSBought
7 Aug 2026NBISBought
7 Aug 2026MUBought
7 Aug 2026MRVLBought
7 Aug 2026MPWRBought
7 Aug 2026LRCXBought
7 Aug 2026LITEBought
7 Aug 2026KLACBought
7 Aug 2026IDXXBought
7 Aug 2026HTHTBought
7 Aug 2026HIMSBought
7 Aug 2026GNRCBought
7 Aug 2026DHRBought
7 Aug 2026CRWVBought
7 Aug 2026CFRBought
7 Aug 2026CBRSBought
7 Aug 2026BEBought
7 Aug 2026ARGXBought

Dated at the rebalance that made the change.

DateCompanyAction
7 Aug 2026YMMSold
7 Aug 2026WRBYSold
7 Aug 2026WABSold
7 Aug 2026UNHSold
7 Aug 2026TTDSold
7 Aug 2026TROWSold
7 Aug 2026TNDMSold
7 Aug 2026STNSold
7 Aug 2026SNPSSold
7 Aug 2026SDGRSold
7 Aug 2026SANASold
7 Aug 2026RXSTSold
7 Aug 2026RAMPSold
7 Aug 2026PGRSold
7 Aug 2026PENSold
7 Aug 2026MSASold
7 Aug 2026MKTXSold
7 Aug 2026MBLYSold
7 Aug 2026LUSold
7 Aug 2026HTFLSold
7 Aug 2026FRPTSold
7 Aug 2026CMESold
7 Aug 2026CGNXSold
7 Aug 2026ATRSold
15 May 2026UPWKSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest