Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Home Letters Funds Account

Baillie Gifford -Global Alpha's investment thesis on Linde ($LIN) — Q2 2026 | Buyside Digest

All Pitches

View Letter Analysis

$LINNASDAQLinde

BULL

Baillie Gifford -Global Alpha—LIN

Fund Letter

Q2 2026

Published July 29, 2026

View Fund Profile

$490.86USD

+2.8% vs last month

$478.38Pitched

+2.6% since pitch

Market Cap$226.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Baillie Gifford's Global Alpha portfolio returned double-digits in Q2 2026 but lagged the MSCI ACWI index, which was driven by AI-related hardware stocks. The portfolio has...

— Michael Taylor

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $LIN, and what else Baillie Gifford -Global Alpha is buying.

Other pitches on $LIN

Other investors who've written on Linde

ZenoBULL

Pitched Oct 21, 2025

Former CEO Steve Angel built a disciplined corporate culture focused on returns and accumulated significant beneficial ownership. Under his long-term...

View all $LIN pitches →