BAILLIE GIFFORD & CO Q1 2020 Filing

Filed May 8, 2020

Portfolio Value

$92.3M

Holdings

224

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (224 positions)

#	Stock	Shares	Value	% Portfolio
1	BIDUNBaidu.com Sponsored ADR	5,213,705	$2.2M	2.39%
2	—Jianpu Technology Inc- ADR	1,893,402	$1.6M	1.72%
3	NFLXNetflix Inc	8,012,300	$1.5M	1.60%
4	MAMastercard Inc-Class A	5,871,441	$1.4M	1.54%
5	GOOGAlphabet Inc Class C	2,534,070	$1.4M	1.51%
6	—ResTORbio Inc	1,271,387	$1.3M	1.42%
7	DC4Dexcom Inc	4,830,552	$1.3M	1.41%
8	BABAAlibaba Group Holding Sponsored ADR	51,146,770	$1.3M	1.38%
9	AMZNAmazon.Com	4,299,219	$1.3M	1.36%
10	TSMTSMC ADR	25,067,396	$1.2M	1.30%
11	MCOMoody's Corp	5,632,479	$1.2M	1.29%
12	MSFTMicrosoft	7,109,927	$1.1M	1.21%
13	SHOPShopify 'A'	6,023,962	$1.1M	1.21%
14	METAFacebook Cl.A	15,293,081	$1.1M	1.18%
15	ISRGIntuitive Surgical	2,166,198	$1.1M	1.16%
16	ZMZoom Video Communications Inc	7,169,538	$1.0M	1.14%
17	TEAMAtlassian Corp Plc	7,576,014	$1.0M	1.13%
18	RUBYUSDRubius Therapeutics Inc	4,256,900	$1.0M	1.11%
19	CXCemex ADR	37,952,596	$1.0M	1.09%
20	UPWKUpwork Inc	1,369,700	$997K	1.08%
21	PDDPinduoduo Inc ADR	27,255,238	$982K	1.06%
22	CLVTrip.com Group Sponsored ADR	41,666,786	$977K	1.06%
23	BNFTEURBenefitfocus Inc	915,048	$931K	1.01%
24	ELVAnthem Inc	4,097,078	$930K	1.01%
25	CHRWCH Robinson Worldwide	517,761	$919K	1.00%
26	WDAYWorkday Inc	7,055,860	$919K	1.00%
27	ALNYAlnylam Pharmaceuticals	8,411,769	$916K	0.99%
28	TDOCTeladoc	5,774,002	$895K	0.97%
29	UPSUnited Parcel Service	346,702	$877K	0.95%
30	—Uxin ADR	1,776,100	$871K	0.94%
31	WECWEC Energy Group	9,720	$857K	0.93%
32	NVDANVIDIA	7,459,432	$853K	0.92%
33	ESEversource Energy	10,450	$817K	0.89%
34	FTCHQFarfetch	2,303,432	$813K	0.88%
35	TSLATesla Inc	12,076,416	$811K	0.88%
36	CRMSalesforce.com	5,363,352	$772K	0.84%
37	MCDMcDonald's	165,392	$757K	0.82%
38	VVRInvesco Senior Income Trust	2,425,568	$755K	0.82%
39	—Voya Prime Rate Trust	764,400	$720K	0.78%
40	ADIAnalog Devices	307,219	$720K	0.78%
41	—Blue Capital Reinsurance Holdings Fund (USD)	615,658	$714K	0.77%
42	ATVIEURActivision Blizzard Inc	1,820,165	$712K	0.77%
43	AAPLApple	94,262	$704K	0.76%
44	MKTXMarketAxess Holdings	2,106,602	$701K	0.76%
45	NTESNetEase.com ADR	2,156,932	$692K	0.75%
46	EDConsolidated Edison	8,820	$688K	0.75%
47	RMEResMed	4,530,146	$667K	0.72%
48	SPOTSpotify Technology SA	21,677,415	$660K	0.72%
49	SPWR 4 01/15/23SUNPOWER CORP	6,160,000	$653K	0.71%
50	TMOThermo Fisher Scientific	2,204,122	$625K	0.68%
51	ILMNIllumina	17,619,078	$602K	0.65%
52	AJGAJ Gallagher & Co	7,195,689	$587K	0.64%
53	PEOExelon Corporation	15,550	$572K	0.62%
54	HEIHEICO 'A'	1,230,746	$568K	0.62%
55	TTDThe Trade Desk	2,763,732	$533K	0.58%
56	NVCRNovocure Ltd	7,736,618	$521K	0.56%
57	MLMMartin Marietta Materials	2,739,119	$518K	0.56%
58	AEEAmeren	7,100	$517K	0.56%
59	CHGGChegg	14,421,580	$516K	0.56%
60	HCMHutchison China Meditech	219,605	$511K	0.55%
61	MKLMarkel Corp	540,628	$502K	0.54%
62	VVisa Inc-Class A Shares	3,099,239	$499K	0.54%
63	SGENEURSeattle Genetics	4,280,810	$494K	0.54%
64	PTONPeloton Interactive Inc	17,465,459	$464K	0.50%
65	ACTGAcacia Research Corp	208,690	$463K	0.50%
66	TERTeradyne	8,184,879	$443K	0.48%
67	SCIService Corp.Intl.	11,179,056	$437K	0.47%
68	WITWipro Ltd ADR	139,630	$433K	0.47%
69	WATWaters	2,356,415	$429K	0.46%
70	NEWREURNew Relic	1,277,812	$428K	0.46%
71	SFIXStitch Fix	4,662,582	$416K	0.45%
72	ISIIonis Pharmaceuticals	8,745,683	$413K	0.45%
73	ZZillow Group Inc Class C	11,317,386	$408K	0.44%
74	MTDMettler-Toledo	584,767	$404K	0.44%
75	RYAAYRyanair ADR	7,530,081	$400K	0.43%
76	—Grubhub Inc	9,763,814	$398K	0.43%
77	FUODolby Laboratories 'A'	266,820	$396K	0.43%
78	ABMDEURAbiomed	2,726,380	$396K	0.43%
79	WIXWix Com	3,747,447	$378K	0.41%
80	SESEA Ltd ADR	8,410,972	$373K	0.40%
81	TALTAL Education Group ADR	46,947,827	$364K	0.39%
82	CFRCullen/Frost Bankers	228,850	$351K	0.38%
83	—Menlo Therapeutics Inc	129,971	$349K	0.38%
84	BRBroadridge Finl.Sltn.	3,585,378	$340K	0.37%
85	WWayfair Inc Class A	6,167,087	$330K	0.36%
86	KEXKirby	7,278,756	$316K	0.34%
87	RACEFerrari NV	13,327,952	$313K	0.34%
88	IBKRInteractive Brokers Group	7,115,526	$307K	0.33%
89	RBAGBPRitchie Bros Auctioneers (USA)	8,673,624	$296K	0.32%
90	AXONAxon Enterprise Inc	4,179,024	$296K	0.32%
91	NIONIO Inc ADR	101,744,131	$283K	0.31%
92	FRCBFirst Republic Bank	3,431,990	$282K	0.31%
93	SITESiteOne Landscape Supply	3,792,085	$279K	0.30%
94	BAPCredicorp	1,914,104	$274K	0.30%
95	EOGEOG Resources	7,451,001	$268K	0.29%
96	JDJD.Com Inc - ADR	6,396,323	$259K	0.28%
97	MLB1MercadoLibre	4,654,923	$259K	0.28%
98	WSOWatsco Inc	1,604,162	$254K	0.27%
99	VALEVale SA ADR	30,536,600	$253K	0.27%
100	STLAFiat Chrysler Automobiles	34,550,994	$249K	0.27%

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