BAILLIE GIFFORD & CO Q1 2017 Filing

Filed May 12, 2017

Portfolio Value

$68.7M

Holdings

200

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (200 positions)

#	Stock	Shares	Value	% Portfolio
1	BZUNBaozun Spn.Adr 1:1	106,132	$1.6M	2.31%
2	CEVACEVA Inc	42,847	$1.5M	2.21%
3	NVDANVIDIA	13,881,963	$1.5M	2.20%
4	—Bioamber	579,540	$1.3M	1.96%
5	RCLRoyal Crbn.Cruises	13,376,268	$1.3M	1.91%
6	ILMNIllumina	18,771,453	$1.3M	1.84%
7	ISRGIntuitive Surgical	1,546,668	$1.2M	1.73%
8	GOOGAlphabet Inc Class C	2,986,245	$1.2M	1.72%
9	NFLXNetflix Inc	7,593,097	$1.1M	1.63%
10	BIDUNBaidu.com Sponsored ADR	24,125,273	$1.1M	1.62%
11	—Foamix Pharmaceuticals	219,400	$1.1M	1.58%
12	SGENEURSeattle Genetics	16,196,553	$1.0M	1.48%
13	INFYInfosys Ltd ADR	4,823,901	$1.0M	1.47%
14	ACTGAcacia Reasearch Corp	365,820	$827K	1.20%
15	ELVAnthem Inc	5,000,665	$827K	1.20%
16	TIFEURTiffany & Co	219,329	$786K	1.14%
17	MCOMoody's Corp	6,905,638	$774K	1.13%
18	AMZNAmazon.Com	7,191,707	$769K	1.12%
19	AMTTD Ameritrade Holding Corp	19,658,045	$764K	1.11%
20	SHWSherwin-Williams Co	37,711	$759K	1.10%
21	STLAFiat Chrysler Automobiles	68,671,893	$753K	1.10%
22	CTRPUSDCtrip.com Intl Sponsored ADR	51,643,569	$737K	1.07%
23	FRCBFirst Republic Bank	7,304,289	$685K	1.00%
24	WDAYWorkday Inc	7,873,051	$656K	0.95%
25	MLMMartin Marietta Materials	2,963,864	$647K	0.94%
26	MAMastercard Inc-Class A	5,663,108	$637K	0.93%
27	RYAAYRyanair ADR	6,989,357	$580K	0.84%
28	CRMSalesforce.com	6,989,546	$577K	0.84%
29	VVisa Inc-Class A Shares	6,387,013	$568K	0.83%
30	MKLMarkel Corp	557,056	$544K	0.79%
31	KMXCarMax Inc	8,954,699	$530K	0.77%
32	NTESNetease.com ADR	1,856	$527K	0.77%
33	DC4Dexcom Inc	6,212,889	$526K	0.77%
34	EOGEOG Resources	5,322,442	$519K	0.76%
35	TSMTSMC ADR	47,094,241	$519K	0.75%
36	VVRInvesco Senior Income Trust	9,395,458	$512K	0.75%
37	PCARPaccar	203,935	$508K	0.74%
38	GSGoldman Sachs Gp.	88,243	$506K	0.74%
39	TERTeradyne	16,173,946	$503K	0.73%
40	EDUNew Oriental Education & Technology Sponsored ADR	8,217,804	$496K	0.72%
41	MKTXMarketAxess Holdings	2,618,361	$491K	0.71%
42	—Voya Prime Rate Trust	7,664,006	$490K	0.71%
43	NBISYandex	22,308,786	$489K	0.71%
44	—TerraForm Power	1,644,483	$484K	0.70%
45	—Bluebird Bio Inc	5,204,633	$473K	0.69%
46	METAFacebook Cl.A	24,097,108	$471K	0.69%
47	JDJD.Com Inc - ADR	15,109,127	$470K	0.68%
48	WATWaters	2,997,137	$468K	0.68%
49	BGBBlackstone/GSO Strategic Credit Fund	128,690	$460K	0.67%
50	XJQCXNuveen Credit Strategies Income Fund	230,900	$452K	0.66%
51	LECOLincoln Electric Hdg.	5,062,698	$440K	0.64%
52	TSLATesla Inc	13,625,678	$438K	0.64%
53	TRIPTripAdvisor	10,099,778	$436K	0.63%
54	CHRWCH Robinson Worldwide	5,508,717	$426K	0.62%
55	SPLKCHFSplunk Inc	6,610,955	$412K	0.60%
56	9990302DApache Corp	7,868,500	$404K	0.59%
57	BABAAlibaba Group Holding Sponsored ADR	47,986,105	$404K	0.59%
58	VRSKVerisk Analytics	4,883,095	$396K	0.58%
59	TALTal Education Group ADR	3,716,570	$396K	0.58%
60	AWRAmerican States Water	487,984	$393K	0.57%
61	—Mobileye Nv	6,381,865	$392K	0.57%
62	EIXEdison International	252,855	$383K	0.56%
63	PCGPG&E Corp	298,448	$378K	0.55%
64	—Leucadia National	14,415,651	$375K	0.55%
65	CLColgate-Palmolive	5,030,654	$368K	0.54%
66	WABWabtec	4,645,539	$362K	0.53%
67	RMEResmed Inc	4,939,074	$355K	0.52%
68	UAAUnder Armour Inc Class A	17,820,791	$352K	0.51%
69	WBWeibo Corp SPON ADR	59,653	$328K	0.48%
70	TEAMAtlassian Corp Plc	10,793,259	$323K	0.47%
71	—Monsanto Co	2,792,698	$316K	0.46%
72	ISIIonis Pharmaceuticals	7,814,797	$314K	0.46%
73	RBAGBPRitchie Bros Auctioneers (USA)	9,458,386	$311K	0.45%
74	MTDMettler-Toledo	639,613	$306K	0.45%
75	PEOExelon Corporation	375,127	$287K	0.42%
76	AGREURAvangrid	320,379	$286K	0.42%
77	EDConsolidated Edison	174,857	$286K	0.42%
78	WECWEC Energy Group	187,404	$285K	0.41%
79	ITUBItau Unibanco Holding SA-ADR	23,573,001	$285K	0.41%
80	ESEversource Energy	227,301	$283K	0.41%
81	AEEAmeren	243,267	$280K	0.41%
82	CXCemex ADR	30,362,082	$275K	0.40%
83	CPACopa Holdings S A	2,445,599	$275K	0.40%
84	XYLXylem	5,457	$274K	0.40%
85	—Grubhub Inc	8,242,999	$271K	0.39%
86	KEPKorea Electric Power ADR	13,000	$269K	0.39%
87	ECLEcolab	2,027	$254K	0.37%
88	RACEFerrari NV	17,537,159	$250K	0.36%
89	—Juno Therapeutics Inc	11,197,863	$248K	0.36%
90	—Financial Engines	5,558,964	$242K	0.35%
91	HCMHutchison China Meditech	157,892	$239K	0.35%
92	SRCLStericycle Inc	2,738,000	$227K	0.33%
93	KEXKirby	3,156,535	$223K	0.32%
94	DNOWNow Inc/DE	12,823,140	$217K	0.32%
95	—Qiagen N.V	7,230,620	$209K	0.30%
96	ABMDEURABIOMED	1,672,435	$209K	0.30%
97	—Kite Pharma	2,564	$201K	0.29%
98	HHC*Howard Hughes	1,702,698	$200K	0.29%
99	BAPCredicorp	1,220,077	$199K	0.29%
100	IBKRInteractive Brokers Group	5,725,434	$199K	0.29%

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