Baillie Gifford Long Term Global Growth ETF BGGG

Medalist Rating as of | See Baillie Gifford Investment Hub

Morningstar’s Analysis BGGG

Will BGGG outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Long-term, concentrated growth investing.

Analyst Michael Born

Michael Born

Analyst

Summary

Baillie Gifford Long Term Global Growth is focused on and invests in transformational growth companies. It is managed by an erudite team with links to academics, industry "visionaries,” and useful contacts with unlisted companies. We have increased conviction in those at the helm and how they implement the process, resulting in a rating of High across the People and Process Pillars. The distinctive philosophy and the combination of experience, collegial interactions within the team and with other Baillie Gifford teams, and the firm's partnership structure are key to our positive view. The managers bring a distinctive and differentiated approach to portfolio management, with careers dedicated to genuine, long-term thinking. It takes a specific type of investor to run this type of strategy, and their ability to stay the course is commendable. They have proved capable of stomaching significant price volatility and have a long record of identifying ultra-growth companies.

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Portfolio Holdings BGGG

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.19 23M
Technology

ASML Holding NV

7.60 22M
Technology

Amazon.com Inc

7.44 21M
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd

7.07 20M
Technology

Cloudflare Inc

6.61 19M
Technology

Samsara Inc Ordinary Shares - Class A

3.19 9M
Technology

Contemporary Amperex Technology Co Ltd Class A

3.15 9M
Industrials

Tencent Holdings Ltd ADR

3.03 9M
Communication Services

Spotify Technology SA

2.99 9M
Communication Services

Nu Holdings Ltd Ordinary Shares Class A

2.92 8M
Financial Services

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