Baillie Gifford
Baillie Gifford China Strategy
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 8 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Baillie Gifford for every strategy.
What it bought and sold
During the quarter, we recycled some outperformance from selected semiconductor holdings and added to positions in attractively valued consumer names such as PDD.