Scottish Mortgage: Portfolio Update Q3 2026

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Publication date: 27 October 2026

Published by: Baillie Gifford

AI is reshaping where value is created, from chips and power to data centres, robotics and software. In this quarter’s portfolio update, Investment Specialist Hamish Maxwell explores why this could mark the start of a new industrial age, the importance of technical founders, and how we’re recycling capital from winners such as SpaceX into a new generation of opportunities. Capital at risk. 

 

 

Article originally published by Baillie Gifford. FE fundinfo is not responsible for its content or accuracy and may not share the author’s views. News and research are not personal recommendations to deal. All investments can fall in value so you could get back less than you invest.

Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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