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Baillie Gifford

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Scottish Mortgage Portfolio Update Q2 2026

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Learning: Unstructured

Investment Specialist Chloé Darling-Stewart explores SpaceX’s landmark IPO and why we believe its biggest opportunities may still lie ahead. The update also explains the decision to sell Tesla after 13 years and examines how rising power demand is creating new investment opportunities as AI spreads beyond chips and software. Capital at risk.