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Baillie Gifford -International Concentrated Growth's investment thesis on Lonza Group ($LONN.SW) — Q2 2026 | Buyside Digest

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$LONN.SWNASDAQLonza Group

NEUTRAL

Baillie Gifford -International Concentrated Growth—LONN.SW

Fund Letter

Q2 2026

Published July 23, 2026

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$577.80USD

+1.9% vs last month

$548.00Pitched

+5.4% since pitch

Market Cap$39.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Baillie Gifford's International Concentrated Growth strategy underperformed in Q2 2026 despite continued operational progress across portfolio holdings. MercadoLibre accelerated revenue...

— Lawrence Burns / Paulina McPadden

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What other investors think about $LONN.SW, and what else Baillie Gifford -International Concentrated Growth is buying.

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Other investors who've written on Lonza Group

Mayar CapitalBULL

Pitched Jul 3, 2026

Lonza Group AG is the premier contract manufacturer for complex biologic drugs, enjoying high customer retention due to deep integration with clients' regulatory filings and supply chains. The business is...

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