Baillie Gifford

Tracked participation in 10 Atlas companies, with 0 explicitly attributed leads.

Firm website ↗

10portfolio companies

16round participations

0lead positions

Mar 2026latest activity

Capital activity

Portfolio

CompanyLatest valuationFirst → latestRoundsRoleAttributed partner

ZZiplinePhysical AIZipline is a robotics and “instant logistics” company that designs, manufactures, and operates autonomous delivery…$7.6Bvaluation$1.4BraisedRecent roundsSeries H (extension) · Mar 2026$200M · Baillie Gifford, Fidelity Management & Research Company +3Series H (initial tranche) · Jan 2026$600M · Baillie Gifford, Fidelity Management & Research Company +2Series F · Apr 2023$330MZipline$7.6BJun 2021 → Mar 20263 roundsParticipant—

WWayvePhysical AIWayve is a private, London-headquartered embodied-AI company building an end-to-end “AI Driver” for autonomous…$8.5Bvaluation$2.7BraisedRecent roundsEmployee tender offer / secondary liquidity · Jul 2026$85M · Existing and new investors (tender participants)Employee tender / secondary liquidity · Jun 2026$85MSeries D extension · Apr 2026$60M · Advanced Micro Devices (AMD), AMD +2Wayve$8.6BJan 2022 → Feb 20262 roundsParticipant—

AAnthropic$380BSep 2025 → Feb 20262 roundsParticipant—

RRunway—Apr 2025 → Apr 20251 roundParticipant—

TTenstorrent$2BDec 2024 → Dec 20241 roundParticipant—

AAnduril$14BAug 2024 → Aug 20241 roundParticipant—

DDatabricks$43BSep 2023 → Sep 20231 roundParticipant—

AAuroraPhysical AIAurora (Aurora Innovation, Inc.; Nasdaq: AUR) is a self-driving technology company focused on autonomous trucking…$2.2BraisedRecent roundsUpsized public offering + concurrent private placement (2023) · Jul 2023$820MPIPE investment and concurrent equity financing (2023 PIPE Investment; subscription agreements referenced in proxy) · Jul 2023$600M · Neben Holdings, LLC (Uber affiliate), T. Rowe Price Investment Management Inc. +1Series B preferred stock financing · Mar 2019$659.7M · Greylock 15 Principals Limited Partnership (and affiliates), Reinvent Capital Fund LP +1Aurora$11BNov 2021 → Nov 20212 roundsParticipant—

GGraphcoreChipsGraphcore is a semiconductor and AI-systems company best known for its Intelligence Processing Unit (IPU) hardware…$2.8Bvaluation$1.1BraisedRecent roundsFollow-on (capital injection by parent) · May 2026$457M · SoftBankSeries E · Dec 2020$222M · led by Ontario Teachers’ Pensions Plan BoardSeries D2 (extension / private placement) · Feb 2020$150M · Ahren Innovation Capital, Amadeus Capital Partners +5Graphcore$2.8BFeb 2020 → Dec 20202 roundsParticipant—

RRecursionScienceRecursion (NASDAQ: RXRX) is a clinical-stage TechBio company developing an end-to-end, AI-native drug discovery and…$1.2BraisedRecent roundsPublic Offering (equity) · Jun 2024$200M · Public market investors (follow-on offering)PIPE / strategic investment (NVIDIA investment) · Jul 2023$50M · NVIDIADebt financing (credit facility / term loan) · Jan 2023$11.9M · led by Midcap Financial Trust (Midcap)Recursion—Sep 2020 → Sep 20201 roundParticipant—

DateCompanyRoundRaisedValuationRoleEvidence

Mar 23, 2026ZZiplinePhysical AIZipline is a robotics and “instant logistics” company that designs, manufactures, and operates autonomous delivery…$7.6Bvaluation$1.4BraisedRecent roundsSeries H (extension) · Mar 2026$200M · Baillie Gifford, Fidelity Management & Research Company +3Series H (initial tranche) · Jan 2026$600M · Baillie Gifford, Fidelity Management & Research Company +2Series F · Apr 2023$330MZiplineSeries H (extension)$200M$7.6BParticipant