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At a glance
Baillie Gifford appears in 11 funding rounds tracked by ValueAddVC since 2021, leading 4. Its most frequent sectors in these rounds are Defense & Space and AI & Infrastructure, and its most recent tracked deal was Icon's $200M Series D round (Oct 14, 2026). It co-invests most often with Fidelity Investments, Altimeter Capital and Coatue Management. ValueAddVC also tracks 1 fund managed by Baillie Gifford.
Strategy
Geographies
Edinburgh, Scotland, United Kingdom
Recent changes
- Oct 14, 2026Oct 14, 2026Invested in Icon (Series D, $200M) Pulse 2.0
- Oct 13, 2026Oct 13, 2026ICON Raises $200M As BlackRock, Baillie Gifford Co-Lead Pulse story
- Sep 23, 2026Sep 23, 2026Invested in Tekever (Series D, $580M) Tech Funding News
- Aug 6, 2026Aug 6, 2026Invested in Hadrian (Series D, $1.37B) Hadrian
- Jul 14, 2026Jul 14, 2026Invested in Chai Discovery (Series C, $400M) Law360
Earlier changes (7)
- Jun 25, 2026Jun 25, 2026Invested in Airwallex (Series H, $320M) Airwallex
- May 28, 2026May 28, 2026Follow-on: Invested in Anthropic (Series H, $65B) TechCrunch
- May 15, 2026May 15, 2026New fund: Baillie Gifford Opportunity Fund II SEC EDGAR Form D
- Jan 21, 2026Jan 21, 2026Invested in Zipline (Series H, $600M) dronexl.co
- Sep 2, 2025Sep 2, 2025Invested in Anthropic (Series F, $13B) TechCrunch
- Jan 1, 2022Jan 1, 2022Invested in Brex (Series D-2) TechCrunch
- Jun 8, 2021Jun 8, 2021Invested in Relativity Space (Series E, $650M) TechCrunch
Funds
1| Fund | Vintage | Size | Strategy | Source |
|---|---|---|---|---|
| Baillie Gifford Opportunity Fund II | 2026 | — | Opportunity | As of May 15, 2026SEC EDGAR Form D |
Portfolio
10 totalRecent Investment Activity
11Track record: led 4 and participated in 7 of 11 tracked venture rounds · 7 in the last 12 months · led 3 Series D
| Date | Company | Event | Role | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|---|---|
| Oct 14, 2026 | Icon | Series D | Led | $200M | — | Baillie GiffordLeadunverifiedModerne VenturesAM News · unverifiedMoonshots CapitalAM News · unverifiedNorwest Venture PartnersAM News · unverifiedOvermatch VenturesAM News · unverifiedTiger Global ManagementAM News · unverifiedCapital FactoryCAZ InvestmentsThe Syndicate | Pulse 2.0 |
| Sep 23, 2026 | Tekever | Series D | Led | $580M | $6.4B | UC InvestmentsLeadBaillie GiffordLeadCrescent Cove AdvisorsIberis CapitalMerlyn AdvisorsVentura Capital | Tech Funding News |
| Aug 6, 2026 | Hadrian | Series D | Led | $1.37B | $7.87B | Washington Harbour PartnersLeadunverifiedValor Equity PartnersLeadunverified137 VenturesLeadunverifiedBaillie GiffordLeadunverifiedJPMorganChase Strategic Investment GroupLeadunverified1789 CapitalunverifiedApollo Global ManagementunverifiedT. Rowe PriceunverifiedCapitalGunverifiedAndreessen HorowitzunverifiedFounders FundunverifiedLux CapitalunverifiedAltimeter CapitalunverifiedConstruct CapitalunverifiedWCM Investment ManagementMorgan Stanley Wealth Management | Hadrian |
| Jul 14, 2026 | Chai Discovery | Series C | Participated | $400M | $3.8B | Index VenturesLeadCrunchbase NewsKleiner PerkinsCrunchbase NewsSequoia CapitalCrunchbase NewsDimensionCrunchbase NewsBaillie GiffordunverifiedBain Capital VenturesunverifiedBattery VenturesunverifiedMenlo VenturesunverifiedSapphire Venturesunverified | Law360 |
| Jun 25, 2026 | Airwallex | Series H | Participated | $320M | — | AdditionLeadFortuneBaillie GiffordFortuneT. Rowe PriceFortuneAmerican Express VenturesFortune · unverifiedHummingbirdunverifiedQED InvestorsunverifiedHedosophiaunverifiedHaun VenturesunverifiedWashington University in St. Louis | Airwallex |
| May 28, 2026 | Anthropic | Series H | Participated | $65B | $965B | TechCrunch | |
| Jan 21, 2026 | Zipline | Series H | Participated | $600M | — | Fidelity InvestmentsunverifiedBaillie GiffordunverifiedValor Equity PartnersunverifiedTiger Global Managementunverified | dronexl.co |
| Sep 2, 2025 | Anthropic | Series F | Participated | $13B | $183B | TechCrunch | |
| Jan 2022 | Brex | Series D-2 | Participated | — | $12.3B | TCVGICBaillie GiffordBase10 PartnersMadrone Capital PartnersDurable Capital PartnersValiant Capital Management | TechCrunch |
| Jun 8, 2021 | Relativity Space | Series E | Participated | $650M | $4.2B | TechCrunch | |
| Nex | funding round | Led | $150M | — | Baillie GiffordLeadunverifiedLogitechunverifiedRaine VenturesunverifiedBAI CapitalNBA InvestmentsMedici Capital Partners | Variety |
Sector / Stage Activity
By sector (portfolio)
Defense
2 · 20%
Consumer
2 · 20%
Fintech
1 · 10%
AI infra
1 · 10%
Biotech
1 · 10%
Space
1 · 10%
Robotics
1 · 10%
By stage (tracked rounds)
Series D
3 · 27%
Series H
3 · 27%
Series C
1 · 9%
Series F
1 · 9%
Series D-2
1 · 9%
Series E
1 · 9%
Co-Investors
12Fidelity Investments · 3 sharedFounders Fund · 3 sharedKleiner Perkins · 3 sharedSV Angel · 3 sharedTiger Global Management · 3 sharedAltimeter Capital · 2 sharedBlackRock · 2 sharedCoatue Management · 2 sharedCrescent Cove Advisors · 1 sharedDimension · 1 sharedModerne Ventures · 1 sharedMoonshots Capital · 1 shared
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Latest Pulse
- Oct 16, 2026Biggest US Funding Rounds This Week: Modal's $750M LeadsCrunchbase's weekly ranking found just two U.S. rounds at or above $200M this week -- Modal Labs' $750M Series D and Icon's $200M Series D -- with investors otherwise sticking to the $60M-to-$135M range across AI, biotech and construction tech.→
- Oct 14, 2026Berkshire Hathaway Backs Bending Spoons With $330MThe Information reports Berkshire Hathaway is investing $330 million in Bending Spoons, the Milan-based serial acquirer that bought Airtable and Miro and went public on Nasdaq this year.→
- Oct 13, 2026ICON Raises $200M As BlackRock, Baillie Gifford Co-LeadICON closed a $200 million Series D co-led by Baillie Gifford and BlackRock-managed funds on Oct. 13 to scale its robotic home-building systems across Texas, Florida and Washington, D.C.→
- Sep 23, 2026Tekever Raises $580M For Autonomous Defense DronesEuropean defense-tech startup Tekever raised $580 million in the first close of a Series D round at a $6.4 billion valuation, as Europe ramps up autonomous-systems defense spending.→
- Sep 23, 2026TEKEVER Raises $580M Series D At $6.4B ValuationTEKEVER, the Portugal-founded, UK-headquartered drone and autonomous-systems company, raised a $580 million Series D at a $6.4 billion valuation, nearly five times its valuation from earlier this year.→
- Sep 17, 2026Nex Raises $150M As Active-Play Console Hits 1M SalesNex raised more than $150 million in Series E debt and equity funding co-led by Baillie Gifford and BAI Capital as its motion-based Nex Playground console crossed 1 million units sold.→
- Sep 12, 2026Nvidia May Put $10B Into Anthropic's IPONvidia is in talks to invest up to $10 billion in Anthropic's IPO, an offering bankers say could raise $100 billion at a $2 trillion valuation and become the largest in history.→
- Aug 6, 2026Hadrian Raises $1.37B to Automate Defense FactoriesHadrian raised a $1.37B Series D at a $7.87B valuation -- roughly 5x its prior mark -- to build automated factories that machine precision parts for SpaceX, Anduril and other aerospace and defense suppliers.→
- Aug 6, 2026Hadrian Valuation Hits $7.9B on Defense BoomHadrian raised $1.37 billion led by Baillie Gifford and JPMorgan Strategic Investment Group at a $7.9 billion valuation, more than quadrupling its January mark as investors pour capital into AI-driven defense manufacturing.→
- Jul 9, 2026SK Hynix Prices $28B Nasdaq Offering, 7x OversubscribedSK Hynix priced its Nasdaq ADS offering at roughly $158 per share on July 9 after a book that was reportedly oversubscribed 7 times, with trading set to begin July 10 under ticker SKHY.→
- Jul 7, 2026SK Hynix Launches $28B Nasdaq BookbuildingSK Hynix kicked off bookbuilding for a $28.13 billion Nasdaq ADS offering, with cornerstone investors committing up to $7 billion even as its Seoul-listed shares slid 6.7% on dilution concerns.→
- Jul 6, 2026SK Hynix Files for Record $29 Billion Nasdaq IPOSK Hynix, the world's second-largest memory chipmaker and a top supplier of AI-GPU memory to Nvidia, filed to list 177.9 million ADSs on Nasdaq under ticker SKHY, seeking up to $29.4 billion in one of the largest offerings on record.→
- Jul 1, 2026Bending Spoons Defies the SaaS Slump, Surges 40% on IPO Day to a $25.7BMilan-based Bending Spoons priced its IPO at $29 per share, raised $1.68 billion, and closed its first trading day up 40% at $40.50, pushing its market cap to $25.7 billion -- more than double its prior $11 billion private valuation -- TechCrunch reported.→
- Jun 30, 2026Wayve Launches $85M Employee Tender Offer at $8.5B ValuationSelf-driving startup Wayve launched an $85 million tender offer letting employees sell vested shares at an $8.5 billion valuation, set against February's $1.2 billion Series D led by Eclipse, Balderton and SoftBank Vision Fund 2. The buyback comes as Wayve has more than doubled headcount to 1,200 employees and targets robotaxi pilots with Uber later this year, using liquidity as a retention tool without pushing toward a public listing.→
Baillie Gifford FAQ
What companies has Baillie Gifford invested in?
Baillie Gifford's portfolio includes Anthropic, Icon, Tekever, Hadrian, Chai Discovery, Airwallex, and 4 more tracked companies.
Who does Baillie Gifford co-invest with most?
In the rounds Value Add tracks, Baillie Gifford most often invests alongside Fidelity Investments (3 shared deals), Founders Fund (3 shared deals), Kleiner Perkins (3 shared deals), SV Angel (3 shared deals), Tiger Global Management (3 shared deals).
Sources & methodologyshow
Where these figures come from
- Airwallexprimary source1 fact
- Hadrianprimary source1 fact
- SEC EDGAR Form Dprimary source1 fact
- TechCrunchmajor outlet1 fact
- TechCrunchmajor outlet1 fact
- TechCrunchmajor outlet1 fact
- TechCrunchmajor outlet1 fact
- Pulse 2.0research database1 fact
Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.