| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 27, 2026 | Baillie Gifford – International Alpha | - | 8.2% | 005930 KS, 0700.HK, 2454.TW, 6098.T, 9984.T, ARGX, CFR SW, DSV.CO, EXPN.L, G24.DE, MTX.DE, PBR, TSM, TTE, WARTSILA.HE | AI, Asia, Energy Transition, growth, semiconductors, software, technology | G24.DE ARGX MTX.DE WARTSILA.HE 9984.T 2454.TW TSM 005930.KS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 29, 2026 | Fund Letters | Baillie Gifford - International Alpha | Wärtsilä | Other | Industrial Machinery | Bull | Nasdaq Helsinki (Helsinki Stock Exchange) | AI infrastructure, Datacenter Power, Finland, Flexible Power, Grid Infrastructure, LNG, Marine Decarbonization, Multi-Fuel Engines, renewables | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||