BAILLIE GIFFORD & CO Q2 2018 Filing

Filed July 17, 2018

Portfolio Value

$92.7M

Holdings

207

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (207 positions)

#	Stock	Shares	Value	% Portfolio
1	ACTGAcacia Reasearch Corp	365,820	$1.5M	1.64%
2	BIDUNBaidu.com Sponsored ADR	20,235,482	$1.3M	1.41%
3	GOOGAlphabet Inc Class C	2,348,484	$1.2M	1.32%
4	ELVAnthem Inc	4,810,073	$1.1M	1.24%
5	9990302DApache Corp	24,490,129	$1.1M	1.24%
6	ISRGIntuitive Surgical	2,367,622	$1.1M	1.22%
7	MCOMoody's Corp	6,535,253	$1.1M	1.20%
8	MAMastercard Inc-Class A	5,640,142	$1.1M	1.20%
9	—Foamix Pharmaceuticals	219,400	$1.1M	1.19%
10	BGBBlackstone/GSO Strategic Credit Fund	271,120	$996K	1.08%
11	—Grubhub Inc	9,304,281	$976K	1.05%
12	AEEAmeren	262,540	$973K	1.05%
13	XJQCXNuveen Credit Strategies Income Fund	482,000	$971K	1.05%
14	WECWEC Energy Group	219,127	$946K	1.02%
15	SGENEURSeattle Genetics	14,219,765	$944K	1.02%
16	KEPKorea Electric Power ADR	65,300	$936K	1.01%
17	P5YBRF SA-ADR	1,652,096	$896K	0.97%
18	EDConsolidated Edison	198,262	$871K	0.94%
19	ABMDEURABIOMED	2,106,320	$862K	0.93%
20	NVDANVIDIA	7,940,231	$829K	0.89%
21	EIXEdison International	212,640	$813K	0.88%
22	WDAYWorkday Inc	6,636,094	$804K	0.87%
23	VVisa Inc-Class A Shares	6,048,510	$801K	0.86%
24	CRMSalesforce.com	5,749,876	$784K	0.85%
25	—Bluebird Bio Inc	4,843,399	$760K	0.82%
26	NTESNetEase.com ADR	2,992,316	$756K	0.82%
27	CTRPUSDCtrip.com Intl Sponsored ADR	54,348,630	$743K	0.80%
28	PCGPG&E Corp	267,109	$731K	0.79%
29	MKTXMarketAxess Holdings	3,682,935	$729K	0.79%
30	EDUNew Oriental Education & Technology Sponsored ADR	7,616,578	$721K	0.78%
31	RYAAYRyanair ADR	5,936,962	$678K	0.73%
32	BABAAlibaba Group Holding Sponsored ADR	44,701,676	$656K	0.71%
33	—China Rapid Finance ADR	300,000	$651K	0.70%
34	EOGEOG Resources	4,960,707	$617K	0.67%
35	MKLMarkel Corp	550,655	$597K	0.64%
36	FRCBFirst Republic Bank	6,092,149	$590K	0.64%
37	ZZillow Group Inc Class C	9,927,622	$586K	0.63%
38	METAFacebook Cl.A	19,149,262	$580K	0.63%
39	RCLRoyal Crbn.Cruises	5,548,088	$575K	0.62%
40	TSLATesla Inc	13,171,801	$550K	0.59%
41	SPOTSpotify Technology SA	12,969,536	$535K	0.58%
42	TSMTSMC ADR	44,375,523	$523K	0.56%
43	TEAMAtlassian Corp Plc	8,123,839	$508K	0.55%
44	RMEResmed Inc	4,826,851	$500K	0.54%
45	MLMMartin Marietta Materials	2,216,713	$495K	0.53%
46	WATWaters	2,555,939	$495K	0.53%
47	DC4Dexcom Inc	5,198,067	$494K	0.53%
48	TMOThermo Fisher Scientific	2,378,190	$493K	0.53%
49	AMTTD Ameritrade Holding Corp	8,966,013	$491K	0.53%
50	NFLXNetflix Inc	7,620,184	$491K	0.53%
51	WABWabtec	4,829,772	$476K	0.51%
52	VRSKVerisk Analytics	4,349,677	$468K	0.51%
53	JDJD.Com Inc - ADR	12,008,516	$468K	0.50%
54	AJGAJ Gallagher & Co	7,122,091	$465K	0.50%
55	UAAUnder Armour Inc Class A	20,640,923	$464K	0.50%
56	ILMNIllumina	16,536,804	$455K	0.49%
57	CHRWCH Robinson Worldwide	5,080,124	$425K	0.46%
58	ALNYAlnylam Pharmaceuticals	4,231,881	$417K	0.45%
59	IBKRInteractive Brokers Group	6,288,796	$405K	0.44%
60	BAPCredicorp	1,762,130	$397K	0.43%
61	ISIIonis Pharmaceuticals	9,279,730	$387K	0.42%
62	MYGNMyriad Genetics Inc	9,455,185	$353K	0.38%
63	IBNICICI Bank ADR	43,221,030	$347K	0.37%
64	MTDMettler-Toledo	588,481	$341K	0.37%
65	ATHMAutohome Inc - ADR	3,353,980	$339K	0.37%
66	TERTeradyne	8,647,094	$329K	0.36%
67	WUBAUSD58.Com Inc Adr	4,743,876	$329K	0.35%
68	SITESiteone Landscape Supply	3,916,122	$329K	0.35%
69	WWayfair Inc Class A	2,696,705	$320K	0.35%
70	RACEFerrari NV	14,454,166	$313K	0.34%
71	JEFJefferies Financial Group Inc	13,669,151	$311K	0.34%
72	RBAGBPRitchie Bros Auctioneers (USA)	9,104,401	$311K	0.34%
73	ITUBItau Unibanco Holding SA-ADR	28,203,732	$293K	0.32%
74	T77LendingTree	1,330,086	$284K	0.31%
75	TALTAL Education Group ADR	48,626,927	$278K	0.30%
76	CPACopa Holdings S A	2,912,105	$276K	0.30%
77	STLAFiat Chrysler Automobiles	75,688,110	$272K	0.29%
78	WIXWix Com	2,595,301	$260K	0.28%
79	KEXKirby	3,047,764	$255K	0.27%
80	ALBAlbemarle Corp	2,617,349	$247K	0.27%
81	SHOPShopify 'A'	1,682,123	$245K	0.26%
82	HHC*Howard Hughes	1,669,487	$221K	0.24%
83	AMDAdvanced Micro Devices	14,429,149	$216K	0.23%
84	CXCemex ADR	31,700,250	$208K	0.22%
85	QSRRestaurant Brands International	3,388,671	$204K	0.22%
86	LECOLincoln Electric Hdg.	2,222,256	$195K	0.21%
87	DNOWNow Inc/DE	14,343,559	$191K	0.21%
88	PBRPetrobras Common ADR	16,745,979	$168K	0.18%
89	DATATableau Software Class A	1,716,736	$168K	0.18%
90	SRCLStericycle Inc	2,558,365	$167K	0.18%
91	WSOWatsco Inc	876,510	$156K	0.17%
92	WITWipro Ltd ADR	31,095	$149K	0.16%
93	HDBHDFC Bank ADR	1,318,914	$139K	0.15%
94	—China Biologic Products Holdings Inc	1,347,282	$134K	0.14%
95	CHGGChegg	4,663,439	$130K	0.14%
96	GOOGLAlphabet Inc Class A	114,684	$129K	0.14%
97	MLB1MercadoLibre	5,179,900	$127K	0.14%
98	BBDBanco Bradesco Pn ADR	17,509,302	$120K	0.13%
99	PSMTPriceSmart	1,243,380	$113K	0.12%
100	—Ellie Mae	1,029,367	$107K	0.12%

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