Baillie Gifford
About Baillie Gifford
Baillie Gifford & Co Limited operates as an investment management firm. The Company offers portfolio management, consulting, financial planning, and investment supervisory services, as well as manages equity and bond portfolios. Baillie Gifford serves & Co serves customers worldwide.
Baillie Gifford was founded in Edinburgh in 1908 and is still headquartered there. Its founders were Augustus Baillie and Carlyle Gifford, who first formed it as a legal partnership. It is wholly owned by partners who all work in the firm. Tim Campbell is CEO and managing partner, with Malcolm MacColl and Amy Atack as managing partners. Wikipedia lists assets under management of £286.3 billion and 1,640 staff in 2025. Offices include Edinburgh, London, New York, Dublin, Hong Kong, Shanghai, Singapore and Toronto. The firm does not publish a named partner who leads AI investing.
Baillie Gifford has no separate AI fund. It invests in AI through its general growth strategies, including the Scottish Mortgage and US Growth investment trusts and the Schiehallion private-company fund. The firm says it has put about $12 billion into more than 170 private growth companies since 2012. It builds sector-agnostic portfolios of about 30 private companies. In Anthropic's case, its own profile says it first invested in August 2025, after tracking the company for two years. The firm describes the thesis as Claude Code adoption among developers and a push into regulated enterprise sectors such as financial services. Its public write-up gives the valuation it paid as an enterprise value of $180bn, about 20 times projected year-end recurring revenue. Scottish Mortgage later marked up its Anthropic holding ahead of a planned listing.
Baillie Gifford does not publish a stage focus or a standard check size for private deals. It says it often invests early in category-defining companies. Its examples include SpaceX in 2018, ByteDance in 2019 and Anthropic in 2025. Some of its AI positions are very large late-stage rounds, such as Anthropic's Series F of $13B and Wayve's Series D of $1.26B. Scottish Mortgage put £132m of new capital into private companies in the year to 31 March 2025, across all sectors. That trust limits private holdings to 30% of total assets at the time of purchase. Third-party sites quote $100m+ tickets, but the firm does not confirm this.
- Anthropic: frontier AI lab that makes Claude and Claude Code. Baillie Gifford first invested in August 2025, in the Series F of $13B announced in September 2025.
- Wayve: Series D of $1.26B in February 2026, listed on the Lounge deals desk.
- en.wikipedia.org/wiki/Baillie_Gifford
- bailliegifford.com/en/global/existing-investors/literature-library/fun
- bailliegifford.com/en/uk/individual-investors/insights/ic-article/2025
- events.ipem-market.com/e/ipem-global-2026/partner/682cb9e7-5c5f-f111-8
- bailliegifford.com/en/ireland/professional-investor/insights/ic-articl
- bailliegifford.com/en/uk/individual-investors/literature-library/funds
- marketscreener.com/news/scottish-mortgage-baillie-gifford-us-growth-tr
- x.com/BaillieGifford/status/1412335644119031811
Investing activity
Baillie Gifford appears in 2 AI deals tracked by the AI Lounge deals desk, rounds totalling $14.3B. The rounds are mostly Series D and Series F, with a median round size of $13B. The most recent are Wayve (Series D, $1.26B, Feb 2026) and Anthropic (Series F, $13B, Sep 2025).
Baillie Gifford most often invests alongside Ontario Teachers' Pension Plan, SoftBank Vision Fund 2, Balderton Capital and Eclipse, and the companies it backs on AI Lounge are mostly in AI.
Deals
Frequently asked questions about Baillie Gifford
Does Baillie Gifford invest in AI startups?
Yes, through its private growth strategies. Its AI investments include Anthropic in 2025, and Lounge's deals desk lists the Wayve Series D in February 2026.
What check size does Baillie Gifford write?
The firm does not publish a standard check size. Its private portfolios hold about 30 companies, and it invests across a wide range of stages and sectors.
Which Baillie Gifford funds make private AI investments?
Scottish Mortgage and the Baillie Gifford US Growth Trust both hold Anthropic. The Schiehallion Fund also lists Anthropic among its private holdings. Scottish Mortgage has invested in private companies since 2012.
Who founded Baillie Gifford and when?
Augustus Baillie and Carlyle Gifford founded it in Edinburgh in 1908. It remains a partnership owned by the people who work in it.
Does Baillie Gifford invest at seed or early stage?
It does not describe itself as a seed investor. It says it often invests early in growth companies. Its recent AI rounds have been very large, late-stage financings.
What AI companies has Baillie Gifford invested in?
Baillie Gifford's AI investments include Wayve and Anthropic. The 2 rounds on AI Lounge are listed on this page with amounts, dates and co-investors.
Where is Baillie Gifford based?
Baillie Gifford is based in Edinburgh, Scotland, United Kingdom.
What stage does Baillie Gifford invest at?
In the rounds tracked on AI Lounge, Baillie Gifford has invested at Series D and Series F, with a median round of $13B.
Who does Baillie Gifford co-invest with?
Baillie Gifford's most frequent co-investors on AI Lounge are Ontario Teachers' Pension Plan (2 deals), SoftBank Vision Fund 2 (1 deal), Balderton Capital (1 deal), Eclipse (1 deal) and Uber (1 deal).
How can founders reach Baillie Gifford?
Founders on AI Lounge can see Baillie Gifford's contact details in AI Investor Contacts (paid plans), check for a warm introduction through members who worked with the firm under Warm Paths, and add Baillie Gifford to their Investor Pipeline to track the conversation.