BAILLIE GIFFORD & CO Q1 2021 Filing

Filed May 6, 2021

Portfolio Value

$178.7M

Holdings

446

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (446 positions)

#	Stock	Shares	Value	% Portfolio
1	SESEA Ltd ADR	9,603,704	$2.1M	1.20%
2	CPNGCoupang	22,054,023	$2.0M	1.12%
3	CVNACarvana	6,236,566	$1.6M	0.92%
4	TWLOTwilio Inc	4,749,577	$1.6M	0.91%
5	MCOMoody's Corp	5,385,192	$1.6M	0.90%
6	MSFTMicrosoft	6,817,737	$1.6M	0.90%
7	WWayfair Inc Class A	8,534,258	$1.6M	0.87%
8	CHGGChegg	17,930,195	$1.5M	0.86%
9	TDOCTeladoc	7,939,079	$1.4M	0.81%
10	ALNYAlnylam Pharmaceuticals	10,074,963	$1.4M	0.80%
11	ELVAnthem Inc	3,924,086	$1.4M	0.79%
12	SPOTSpotify Technology SA	21,028,506	$1.4M	0.78%
13	PDDPinduoduo Inc ADR	26,867,200	$1.4M	0.77%
14	BIDUNBaidu.com Sponsored ADR	3,908,862	$1.4M	0.76%
15	NVDANVIDIA	5,411,897	$1.3M	0.75%
16	TEAMAtlassian Corp Plc	6,257,636	$1.3M	0.74%
17	TTDThe Trade Desk	4,129,566	$1.3M	0.72%
18	MLMMartin Marietta Materials	3,786,796	$1.3M	0.71%
19	ZMZoom Video Communications Inc	8,100,660	$1.3M	0.70%
20	PGProcter & Gamble	578,298	$1.2M	0.67%
21	MLB1MercadoLibre	4,638,532	$1.2M	0.67%
22	ISRGIntuitive Surgical	1,599,013	$1.2M	0.66%
23	ROKURoku	3,609,008	$1.2M	0.66%
24	NVCRNovocure Ltd	8,863,932	$1.2M	0.66%
25	ILMNIllumina	21,433,335	$1.2M	0.65%
26	BEKEKE Holdings ADR	20,167,175	$1.1M	0.64%
27	CRMSalesforce.com	5,408,213	$1.1M	0.64%
28	GOOGAlphabet Inc Class C	1,309,897	$1.1M	0.64%
29	MAMastercard Inc-Class A	6,069,727	$1.1M	0.62%
30	TTMCHFTata Motors Ltd ADR	8,681,807	$1.1M	0.62%
31	WDAYWorkday Inc	10,232,905	$1.1M	0.62%
32	ABMDEURAbiomed	3,442,328	$1.1M	0.61%
33	D0ADada Nexus Ltd ADR	7,197,208	$1.1M	0.60%
34	WIXWix Com	3,256,931	$1.0M	0.58%
35	MRNAModerna Inc	45,337,764	$1.0M	0.57%
36	ZZillow Group Inc Class C	7,732,331	$1.0M	0.56%
37	AJGAJ Gallagher & Co	7,919,140	$988K	0.55%
38	METAFacebook Cl.A	8,169,264	$976K	0.55%
39	PEOExelon Corporation	22,268	$974K	0.54%
40	PEPPepsico	436,664	$963K	0.54%
41	TMETencent Music Entertainment ADR	46,032,615	$943K	0.53%
42	CSGPCoStar Group	1,147,435	$943K	0.53%
43	TERTeradyne	7,731,310	$941K	0.53%
44	—Blue Apron Holdings Inc	148,506	$937K	0.52%
45	NFLXNetflix Inc	8,187,881	$927K	0.52%
46	TSMTSMC ADR	7,799,336	$923K	0.52%
47	RLAYRelay Therapeutics Inc	171,286	$916K	0.51%
48	NETCloudflare Inc	29,995,218	$909K	0.51%
49	NTESNetEase.com ADR	8,699,143	$898K	0.50%
50	WATWaters	97,212	$896K	0.50%
51	CHRWCH Robinson Worldwide	600,712	$892K	0.50%
52	BYNDBeyond Meat Inc	6,781,932	$882K	0.49%
53	ELEstee Lauder 'A'	3,007,079	$875K	0.49%
54	BABAAlibaba Group Holding Sponsored ADR	26,692,992	$871K	0.49%
55	MKTXMarketAxess Holdings	1,745,881	$869K	0.49%
56	CBRECbre Group Inc	10,926,922	$864K	0.48%
57	ALECAlector Inc	262,213	$830K	0.46%
58	ADIAnalog Devices	342,585	$813K	0.46%
59	SG7Sage Therapeutics Inc	69,749	$800K	0.45%
60	FRCBFirst Republic Bank	4,788,696	$799K	0.45%
61	KOCoca Cola	948,093	$798K	0.45%
62	AAPLApple	422,975	$794K	0.44%
63	APPNAppian Corp	5,955,524	$792K	0.44%
64	BKNGBooking Holdings Inc	335,868	$783K	0.44%
65	DC4Dexcom Inc	5,330,238	$774K	0.43%
66	DNLIDenali Therapeutics	12,995,197	$742K	0.42%
67	BNTXBioNTech ADR	6,738,012	$736K	0.41%
68	FTCHQFarfetch	13,797,587	$732K	0.41%
69	—Vedanta Ltd ADR	2,701,535	$710K	0.40%
70	LYFTLyft Inc Class A Common	11,212,072	$708K	0.40%
71	—National Instruments Corp	1,017,990	$677K	0.38%
72	ALBAlbemarle Corp	4,627,283	$676K	0.38%
73	MNLOUSDVyne Therapeutics Inc	98,762	$676K	0.38%
74	PTONPeloton Interactive Inc	16,149,465	$676K	0.38%
75	MTDMettler-Toledo	582,323	$673K	0.38%
76	BILIBilibili Inc ADR	6,247,042	$669K	0.37%
77	PBRPetrobras Common ADR	78,319,014	$664K	0.37%
78	TMOThermo Fisher Scientific	1,454,382	$664K	0.37%
79	—Uxin ADR	1,776,100	$662K	0.37%
80	RDFNRedfin	9,900,919	$659K	0.37%
81	MCDMcDonald's	189,179	$653K	0.37%
82	DASHDoordash Inc	4,969,527	$652K	0.36%
83	SPGIS&P Global Inc	1,839,778	$649K	0.36%
84	CHWYChewy Inc	7,548,992	$639K	0.36%
85	SITESiteOne Landscape Supply	3,632,601	$620K	0.35%
86	AXONAxon Enterprise Inc	4,339,424	$618K	0.35%
87	BRBroadridge Finl.Sltn.	4,033,284	$617K	0.35%
88	RMEResMed	3,100,828	$602K	0.34%
89	TSLATesla Inc	16,216,060	$601K	0.34%
90	PJXPetrobras Pref ADR	14,738,406	$575K	0.32%
91	EXASExact Sciences	4,347,026	$573K	0.32%
92	SCIService Corp.Intl.	10,646,993	$544K	0.30%
93	DDOGDatadog	6,449,984	$538K	0.30%
94	CSCOCisco Systems	663,309	$532K	0.30%
95	WSOWatsco Inc	1,994,573	$520K	0.29%
96	ZLABZai Lab ADR	3,865,124	$516K	0.29%
97	EOGEOG Resources	6,978,343	$506K	0.28%
98	TROWT. Rowe Price	187,919	$506K	0.28%
99	GKOSGlaukos Corp	5,977,576	$502K	0.28%
100	AMZNAmazon.Com	2,947,556	$500K	0.28%

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