Baillie Gifford International Growth Fund (BGESX) is an MF managed by Independent / Boutique. Its largest position is APPLIED MATERIALS INC /DE (AMAT), representing 7.46% of fund assets.
Baillie Gifford International Growth Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BGESX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 21, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
APPLIED MATERIALS INC /DE
|
7.46% | $211,385,188.39 | 3,655,000 |
|
-
Spotify Technology S.A.
|
4.69% | $132,951,653.98 | 274,178 |
|
-
DSV AS
|
3.74% | $106,042,414.70 | 439,084 |
|
-
ASML HOLDING NV
|
3.59% | $101,633,300.70 | 76,430 |
|
-
AIA GROUP LTD, HONG KONG
|
3.58% | $101,546,425.29 | 9,139,000 |
|
-
ATLAS COPCO AB
|
3.25% | $92,142,959.12 | 5,221,503 |
|
-
MERCADOLIBRE INC
|
3.23% | $91,591,376.46 | 52,973 |
|
-
OR Royalties Inc.
|
3.18% | $90,159,522.37 | 220,822 |
|
-
APPLIED MATERIALS INC /DE
|
2.85% | $80,865,099.86 | 1,282,100 |
|
-
ADYEN NV
|
2.82% | $79,954,936.97 | 79,887 |
|
-
APPLIED MATERIALS INC /DE
|
2.66% | $75,448,246.72 | 546,700 |
|
-
APPLIED MATERIALS INC /DE
|
2.63% | $74,628,504.25 | 183,100 |
|
-
Ferrari N.V.
|
2.40% | $67,929,671.12 | 200,203 |
|
-
APPLIED MATERIALS INC /DE
|
2.38% | $67,408,855.00 | 189,400 |
|
-
APPLIED MATERIALS INC /DE
|
2.34% | $66,215,385.77 | 336,916 |
|
-
APPLIED MATERIALS INC /DE
|
2.32% | $65,686,675.53 | 4,804,700 |
|
-
APPLIED MATERIALS INC /DE
|
2.18% | $61,776,701.04 | 32,611 |
|
-
Sea Ltd
|
2.10% | $59,466,440.67 | 718,107 |
|
-
SHOPIFY INC.
|
1.96% | $55,515,346.20 | 468,010 |
|
-
Nu Holdings Ltd.
|
1.96% | $55,477,051.92 | 3,860,616 |
|
-
CATL
|
1.87% | $52,995,042.45 | 895,700 |
|
-
ARGENX SE
|
1.87% | $52,864,286.65 | 72,842 |
|
-
APPLIED MATERIALS INC /DE
|
1.86% | $52,585,669.38 | 92,684 |
|
-
SARTORIUS AG
|
1.77% | $50,174,959.01 | 200,526 |
|
-
PDD Holdings Inc.
|
1.61% | $45,572,280.00 | 446,000 |
|
-
Coupang, Inc.
|
1.55% | $43,843,985.60 | 2,322,245 |
|
-
WISE PLC
|
1.49% | $42,204,982.44 | 3,504,761 |
|
-
APPLIED MATERIALS INC /DE
|
1.33% | $37,545,997.31 | 317,941 |
|
-
EXOR NV
|
1.32% | $37,425,050.45 | 488,911 |
|
-
WISETECH GLOBAL LTD
|
1.29% | $36,425,736.23 | 1,350,073 |
|
-
GENMAB A/S
|
1.25% | $35,491,187.91 | 131,780 |
|
-
RELX PLC
|
1.24% | $35,032,867.01 | 1,069,302 |
|
-
APPLIED MATERIALS INC /DE
|
1.17% | $33,141,205.68 | 148,900 |
|
-
BRUNSWICK CORP
|
1.13% | $31,975,864.58 | 365,881 |
|
-
KINAXIS INC
|
1.09% | $30,996,900.58 | 307,121 |
|
-
AIXTRON SE
|
1.09% | $30,763,505.77 | 788,395 |
|
-
GAMES WORKSHOP GROUP PLC
|
0.97% | $27,539,286.99 | 116,496 |
|
-
MEITUAN LLC
|
0.91% | $25,916,049.74 | 2,374,950 |
|
-
C3.ai, Inc.
|
0.90% | $25,577,286.34 | 123,742 |
|
-
Wix.com Ltd.
|
0.88% | $24,987,759.82 | 277,426 |
|
-
SBI HOLDINGS INC
|
0.78% | $22,097,415.66 | 1,193,400 |
|
-
LONZA GROUP AG
|
0.78% | $21,984,842.53 | 34,270 |
|
-
Atlassian Corp
|
0.76% | $21,470,494.50 | 314,586 |
|
-
GANFENG LITHIUM GROUP CO LTD.
|
0.74% | $20,890,632.74 | 2,203,000 |
|
-
TEMENOS AG
|
0.73% | $20,817,842.92 | 237,521 |
|
-
APPLIED MATERIALS INC /DE
|
0.73% | $20,578,668.37 | 32,987 |
|
-
APPLIED MATERIALS INC /DE
|
0.72% | $20,357,445.15 | 556,298 |
|
-
AKESO INC.
|
0.66% | $18,797,704.46 | 1,104,000 |
|
-
APPLIED MATERIALS INC /DE
|
0.65% | $18,284,306.50 | 110,467 |
|
-
AMBU A/S
|
0.60% | $16,945,282.94 | 1,585,554 |
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