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The Schiehallion Fund (Baillie Gifford)Article1 Jul 2026Source: bailliegifford.com

The Schiehallion Fund Valuation - 31 May 2026

In plain words

This piece explains how the Schiehallion fund, which invests in private companies that aren’t listed on stock exchanges, was valued on May 31, 2026. The fund held around $1.98 billion in assets, and over 80% of that sat in unlisted tech names such as SpaceX, ByteDance and Anthropic. For everyday investors, the key points are that such funds are hard to buy into, money can be tied up for long periods, and the top ten stakes make up more than 60% of the portfolio — which can make prices move sharply. It’s worth reading to see where professional capital is going, and to appreciate the risks behind those big-name bets.

AI SummaryAI-generated · may contain errors · verify against the original

This report discloses the asset valuation of the Schiehallion Fund as of May 31, 2026, showing that its portfolio is highly concentrated in the world's leading technology unicorns. The largest holding is Italy's Bending Spoons S.p.A., with a market value of €257.8 million, representing 13.0% of asse

~14 min full read · 5 sections
Deep Analysis

Position Distribution: Where the Money Is

This section only discloses a valuation snapshot of holdings as of May 31, 2026, with no comparison data against the previous month. Therefore, no position increase or decrease can be inferred for this period; first, the report looks at which assets the money is parked in.

The report shows total assets of approximately USD 1,982,531,334 (approximately USD 1.983 billion). Private company equity (excluding fixed-income instruments) is the dominant component at 86.6%, listed equities account for 9.7%, fixed-income instruments account for 1.1%, and net liquid assets account for 2.5%.

Category Market Value Weight
Private company equity (excluding fixed-income) USD 1,717,139,610 86.6%
Listed equities USD 191,360,081 9.7%
Private company fixed-income instruments USD 23,491,632 1.1%
Net liquid assets USD 50,540,011 2.5%
Total assets USD 1,982,531,334 100.0%

On a consolidated company basis, the top ten positions collectively account for 61.8%: Bending Spoons S.p.A. (Italy) 13.0%, Space Exploration Technologies Corp (SpaceX) (US) 11.6%, ByteDance Ltd. (China) 8.8%, Anthropic PBC (US) 7.0%, Databricks, Inc. (US) 4.9%, Stripe Global Holdings, Inc. (US) 4.0%, Wayve Technologies Ltd (UK) 3.7%, Affirm Holdings Inc (US, listed) 3.1%, Wise Group Plc (UK, listed) 2.9%, Vinted Limited (Lithuania) 2.8% — the top ten already exceed 60%, and the high concentration of holdings is the most prominent risk characteristic of this portfolio.

Private Company Equity (Excluding Fixed-Income, 86.6% in Total)
Holding (share class in parentheses) Domicile Market Value Weight
Bending Spoons S.p.A. (Class C) Italy EUR 257,849,443 13.0%
SpaceX (Series N 9.8%, Series K 1.8%) US USD 229,514,251 11.6%
ByteDance Ltd. (Series E-1 5.1%, Series E 3.7%) China USD 173,892,383 8.8%
Anthropic PBC (Series F-1 5.2%, G-1 1.3%, H-1 0.5%) US USD 139,460,368 7.0%
Databricks, Inc. (Series H 4.3%, J 0.5%, I 0.1%) US USD 98,112,778 4.9%
Stripe Global Holdings, Inc. (G 3.2%, I 0.6%, B Common 0.1%, H 0.1%) US USD 78,900,885 4.0%
Wayve Technologies Ltd (Series B 3.6%, Series D 0.1%) UK GBP 72,857,509 3.7%
Vinted Limited (Ordinary 1.9%, C/A1/B/E/F combined 0.9%) Lithuania EUR 54,990,184 2.8%
Tekever Holdings, S.A. (Class B) Portugal EUR 51,148,729 2.6%
Mottu Holding Limited (Series A 1.2%, B 0.5%, A-3 0.2%, A-4 0.1%, Common 0.0%) Brazil USD 39,317,556 2.0%
Anduril Industries, Inc. (Series G 1.7%, H 0.1%) US USD 36,231,817 1.8%
Revolut Group Holdings Ltd UK USD 31,914,910 1.6%
Clear Street Group Inc. (Series C) US USD 30,000,013 1.5%
People Center, Inc. (Rippling) (Series G 1.0%, A Common 0.4%) US USD 27,819,113 1.4%
PsiQuantum (Series D 1.1%, E 0.3%) US USD 26,834,146 1.4%
Faire Wholesale, Inc. (F 0.5%, G 0.5%, A Common 0.3%) US USD 25,175,192 1.3%
Nuro, Inc. (Series D 0.7%, C 0.5%, E 0.0%) US USD 24,071,573 1.2%
Inspire Inc (RedNote) (ordinary + four classes of preferred, combined 1.1%) China USD 22,000,564 1.1%
Bolttech Holdings Ltd (Series C-1) Singapore USD 21,532,070 1.1%
Flix SE / FlixMobility GmbH (G 0.6%, F2 0.5%) Germany EUR 21,495,308 1.1%
Rappi, Inc. (Series F) US USD 20,824,807 1.1%
Kepler Computing Inc. (Series C-2) US USD 20,043,150 1.0%
Avanci Investments LLC (Class A 1.0%, Class B 0.0%) US USD 20,000,000 1.0%
Tanium, Inc. (Class B Common) US USD 17,848,558 0.9%
Solugen, Inc. (Series C-1 0.6%, D 0.3%) US USD 17,730,574 0.9%
Zetwerk Manufacturing Businesses Pvt Ltd (F3 CCPS) India INR 17,159,134 0.9%
Superhuman Platform, Inc. (Series 3 0.6%, A Common 0.2%) US USD 16,095,356 0.8%
Chi Forest Tech Gp Hdgs Ltd (Series D-1) China USD 15,756,351 0.8%
Cellares Corporation (Series D) US USD 14,503,517 0.7%
Runway AI, Inc. (Series D) US USD 13,493,981 0.7%
Epic Games, Inc. US USD 12,223,913 0.6%
Tenstorrent Holdings, Inc. (Series D-1) US USD 9,076,833 0.5%
Workrise Technologies Inc (Series D 0.2%, E 0.2%, D-1 0.0%) US USD 8,102,271 0.4%
Honor Technology, Inc. (Series E 0.2%, D 0.2%) US USD 7,606,982 0.4%
Ver Se (DailyHunt) Innovation Private Ltd (I 0.3%, J 0.0%, Equity 0.0%) India INR 7,326,993 0.4%
Bottle Planet Holdings Ltd (Series C) China USD 7,257,181 0.4%
Pet Circle (Millell) Pty Limited Australia AUD 7,240,849 0.4%
Cohesity Global, Inc. (Series E) US USD 5,803,238 0.3%
Carbon Inc (Series 1-E 0.1%, Prime 0.1%) US USD 4,453,023 0.2%
Loft Holdings Ltd (Series D-2 0.2%, Ordinary 0.0%) Brazil USD 4,416,006 0.2%
Away (JRSK Inc) (Series D 0.2%, Seed 0.0%) US USD 4,128,452 0.2%
Merlin Labs (Merlin Inc 12% Series A Cum Conv Pref 0.1%; warrants USD 0) US USD 2,858,976 0.1%
Illumina CVR US USD 70,673 0.0%
Blockstream Corporation Inc (Series B-1) Canada USD 0 0.0%
Indigo Agriculture, Inc. (Class A Common) US USD 0 0.0%
McMakler GmbH (Series AA Preferred) Germany EUR 0 0.0%
Northvolt AB (Series A + Preference E1/E2) Sweden USD 0 0.0%
Listed Equities (9.7% in Total)
Holding Domicile Market Value Weight
Affirm Holdings Inc (Class B-IPO conversion 431,926 shares → USD 31,885,000 / 1.6%; Class A 394,019 shares → USD 29,019,499 / 1.5%) US USD 60,904,499 3.1%
Wise Group Plc (4,516,366 shares → GBP 56,860,384 / 2.9%; Wise Plc Class B 2,256,397 shares valued at USD 0) UK GBP 56,860,384 2.9%
Tempus AI Inc (545,397 shares) US USD 27,498,917 1.4%
Oddity (1,279,152 shares) US USD 17,281,344 0.9%
Merlin Inc (2,016,289 shares) US USD 16,190,801 0.8%
Chime Financial Inc (678,717 shares) US USD 12,624,136 0.6%
Private Company Fixed-Income Instruments (1.1% in Total)
Holding Domicile Market Value Weight
Chi Forest Tech Gp Hdgs Ltd Convertible Note China USD 16,500,000 0.8%
Away (JRSK Inc) Convertible Promissory Notes (two notes, each USD 2,360,250) US USD 4,720,500 0.2%
Loft Holdings Convertible Loan Note Brazil USD 1,717,204 0.1%
Honor Technology, Inc. Subordinated Convertible Promissory Note US USD 553,928 0.0%
Northvolt AB Promissory Note (face value USD 6,000,000) Sweden USD 0 0.0%

Fund Matters

Total assets are approximately USD 1.983 billion; this section does not disclose changes in scale, subscriptions/redemptions, or performance return data.

  • Positions written down to zero: Northvolt (equity plus a USD 6,000,000 promissory note, all valued at USD 0), Blockstream, Indigo Agriculture, McMakler, the Merlin Labs warrant, Avanci Class B, and Wise Class B shares.
  • Merlin appears on both the private side (Merlin Labs, USD 2,858,976) and the listed side (Merlin Inc, USD 16,190,801). The report does not explain the relationship between the two; readers should note that these may represent the same company’s share classes before and after its listing.
  • The portfolio spans 13 jurisdictions: the US, China, the UK, Italy, Lithuania, Portugal, Brazil, Germany, Singapore, India, Australia, Canada, and Sweden. The report notes that aggregated figures may not add up exactly due to rounding.