Baillie Gifford [discussion] 📃

[EquityInvestor]

@libreus

I think they’ve trimmed it. In my memory the last time I’ve checked it was more than 12 % of the SMT fund.

Correct. .

Thankfully @Obrienciaran posted the holdings in November and it shows Tesla at 12% for SMT and 9% for BG USA.

Baillie Gifford [discussion]

Likewise. I also hold SMT, USA, BGCG, but instead of MNKS have SMITHSON Investment Trust. I’m still on the fence about whether holding SMT and USA is too much of an overlap but I’ve yet to see anything to really to put me off holding both. Both the below are from their site and as of 30th September. Only Amazon and Tesla are present in the top 10 of both. Top 10 US [Screenshot 2020-11-17 at 22.41.07] Top 10 SMT [Screenshot 2020-11-17 at 22.41.45]