Scottish Mortgage Investment Trust
Overview
Scottish Mortgage Investment Trust is a publicly traded investment trust that invests globally, seeking strong businesses with above-average returns . It aims to maximize total return from a portfolio of long-term investments chosen on a global basis, enabling the company to provide capital and dividend growth . The Trust supports disruptive companies that are transforming or launching their respective industries .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| SpaceX | Aug 2020 | Series N | - |
| Northvolt | Aug 2023 | Convertible Debt | - |
| Bending Spoons | Feb 2024 | Series D | - |
| Tempus | Dec 2020 | Series G Extension | - |
| Zipline | Jun 2024 | Series G | Co-investor |
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Scottish Mortgage Investment Trust based?
Scottish Mortgage Investment Trust is headquartered in Edinburgh, Scotland, United Kingdom.
When was Scottish Mortgage Investment Trust founded?
Scottish Mortgage Investment Trust was founded in 1909.
How many portfolio companies does Scottish Mortgage Investment Trust have?
Scottish Mortgage Investment Trust has 17 portfolio companies in Caplight's dataset.
What are some companies in Scottish Mortgage Investment Trust's portfolio?
Portfolio companies visible on Caplight include SpaceX, Northvolt, Bending Spoons, Tempus, Zipline.
What was Scottish Mortgage Investment Trust's most recent investment shown here?
Scottish Mortgage Investment Trust's most recent investment in this portfolio sample was in Zipline in 2024.
What sectors does Scottish Mortgage Investment Trust focus on?
Scottish Mortgage Investment Trust focuses on Energy & Sustainability, Crypto & Web3, Consumer & Commerce, Frontier & Industrial Tech, Frontier & Industrial Tech, Healthcare & Life Sciences, FinTech, Mobility, Transportation & Logistics, Mobility, Transportation & Logistics, Healthcare & Life Sciences, Frontier & Industrial Tech, Enterprise Software, Energy & Sustainability, Frontier & Industrial Tech, Energy & Sustainability, Mobility, Transportation & Logistics, Frontier & Industrial Tech, Energy & Sustainability, Telecommunications & Networking, Mobility, Transportation & Logistics, Frontier & Industrial Tech, Frontier & Industrial Tech, Frontier & Industrial Tech, Consumer & Commerce, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, FinTech, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech.
What company stages does Scottish Mortgage Investment Trust focus on?
Scottish Mortgage Investment Trust typically invests at the Late stage.
What is Scottish Mortgage Investment Trust's AUM?
Scottish Mortgage Investment Trust's assets under management are estimated between $10.0B and $100.0B.