The 20 stocks picked by star investor Baillie Gifford you’ve never heard of

Baillie Gifford made so much on Tesla it bought into its Chinese rival NIO (REUTERS)

<p>Baillie Gifford made so much on Tesla it bought into its Chinese rival NIO</p> (REUTERS)

Baillie Gifford made so much on Tesla it bought into its Chinese rival NIO


One of the Baillie Gifford mottoes on its website goes: “Actual investors think in decades. Not quarters.”

Good advice, but given the blowout returns it has been winning on its big tech bets over the past year’s bull run ($12 billion from Tesla alone, according to some calculations), sometimes a few quarters can make a massive difference.

Today the Evening Standard crunched the numbers to find it had made more than $800 million this year in returns on its investments in two US tech firms producing Covid vaccines. CureVac and Moderna have seen their shares shoot up 1174% and 844% this year, and Baillie Gifford has chunky stakes in both.

While it’s famed for investing in Tesla, Amazon and Alibaba – no surprises there for a big tech investor – it also has some stocks the average investor may not have heard of.

Here are 20 you may not have heard of:

Illumina: US genetic sequencing company with tech helping track Covid-19 transmission and aiding research into cancer, genetic diseases and reproductive health

ASML: Dutch supplier of tech to help microchipmakers

Meituan Dianping: Chinese shopping platform  

Delivery Hero: German-based version of Deliveroo or Just Eat Takeaway

NIO: China’s answer to Tesla. Shares have gained 245% in the last three months alone

TSMC: Taiwan Semiconductor Manufacturing Co. Name speaks for itself

Fastenal: US company distributing industrial supplies. A bit like Screwfix

Sonic Healthcare: Australian laborator medicine, radiology and primary care group

Greencoat UK Wind: UK windfarm investor fund managed by Greencoat Capital

The Schiehallion Fund: Baillie Gifford’s own private equity investment trust allowing access to tech companies before they float

AddLife: Swedish life sciences firm doing healthcare, diagnostic analysis and R&D in Nordic region and Europe

Zillow: US online property marketplace. Shares have more than doubled this year  

Teladoc Health: US telephone-based healthcare provider, merged in October with Livongo, a diabetes monitoring health-tech business. Shares have more than doubled this year  

STAAR Surgical: Maker of lenses to be implanted in the eye to improve eyesight. Shares have more than doubled this year

MercadoLibre: Argentinian online auction and e-commerce site operating across Latin America. Shares have more than doubled this year

Dexcom: Healthtech developer allowing people to monitor glucose levels and relaying to Apple or Android device

Abcam: Cambridge, UK, life sciences specialist in reagents and tools used by life sciences researchers

Mixi: Japanese social network based in Tokyo, offering a more private platform than Facebook

CyberAgent: Japanese digital advertising company

Sysmex: Japanese haematology and coagulation diagnostic company

Source Article