Scottish Mortgage presents Q2 2026 portfolio update
Covers SpaceX's landmark IPO, the sale of Tesla after 13 years, and new investments in power and AI infrastructure.
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Investment trust for global public and private growth companies
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In short: Scottish Mortgage capitalized on the landmark SpaceX IPO, expanded AI infrastructure investments, and divested its long-held Tesla stake.
Covers SpaceX's landmark IPO, the sale of Tesla after 13 years, and new investments in power and AI infrastructure.
Lawrence Burns discusses implications across software, supply chain, and China's AI ecosystem.
The report is now available to read or download. Capital at risk.
Manager Tom Slater discusses SpaceX's growth, AI infrastructure, and trade fragmentation.
Scottish Mortgage increases NAV return and dividend, expands private investments by £250 million and announces a ...
Buy SMT. The article cites a bullish flag/descending-channel breakout setup plus strong fundamentals (Q2 revenue +72%, AI/connectivity-led) and a clear catalyst stack: Anthropic IPO chatter...
Scottish Mortgage Investment Trust PLC (LSE:SMT) rose 1.8% on Thursday morning, making the Baillie Gifford-managed trust one of the few bright spots in a FTSE...
Scottish Mortgage Investment Trust will have the first opportunity to sell down part of its 19.3% stake in SpaceX when the lock-up period ends tomorrow.
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