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Baillie Gifford -Global Alpha's investment thesis on BE Semiconductor Industries ($BESI.AS) — Q2 2026 | Buyside Digest

$BESI.ASNASDAQBE Semiconductor Industries

BULL

Baillie Gifford -Global Alpha—BESI.AS

Fund Letter

Q2 2026

Published July 29, 2026

$217.20USD

+10.5% vs last month

$198.25Pitched

+9.6% since pitch

Market Cap$17.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Besi is a newly added holding that dominates the specialized hybrid bonding machine market. The manager argues...

— Michael Taylor

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