BAILLIE GIFFORD & CO Q2 2020 Filing
Filed August 12, 2020
Portfolio Value
$131.2T
Holdings
242
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (242 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSLATesla Inc | 11,771,213 | $12.7T | 9.69% | |
| 2 | AMZNAmazon.Com | 4,119,285 | $11.4T | 8.66% | |
| 3 | BABAAlibaba Group Holding Sponsored ADR | 40,757,011 | $8.8T | 6.70% | |
| 4 | ILMNIllumina | 17,110,115 | $6.3T | 4.83% | |
| 5 | SPOTSpotify Technology SA | 22,096,060 | $5.7T | 4.35% | |
| 6 | SHOPShopify 'A' | 5,810,601 | $5.5T | 4.20% | |
| 7 | MLB1MercadoLibre | 4,800,797 | $4.7T | 3.61% | |
| 8 | GOOGAlphabet Inc Class C | 2,517,976 | $3.6T | 2.71% | |
| 9 | NFLXNetflix Inc | 7,713,485 | $3.5T | 2.67% | |
| 10 | METAFacebook Cl.A | 14,603,577 | $3.3T | 2.53% | |
| 11 | TALTAL Education Group ADR | 45,604,752 | $3.1T | 2.38% | |
| 12 | PDDPinduoduo Inc ADR | 25,783,127 | $2.2T | 1.69% | |
| 13 | RACEFerrari NV | 12,452,188 | $2.1T | 1.62% | |
| 14 | NVDANVIDIA | 5,475,975 | $2.1T | 1.59% | |
| 15 | DC4Dexcom Inc | 4,541,984 | $1.8T | 1.40% | |
| 16 | MAMastercard Inc-Class A | 5,916,543 | $1.7T | 1.33% | |
| 17 | ZMZoom Video Communications Inc | 6,668,266 | $1.7T | 1.29% | |
| 18 | WDAYWorkday Inc | 8,612,391 | $1.6T | 1.23% | |
| 19 | MCOMoody's Corp | 5,645,191 | $1.6T | 1.18% | |
| 20 | MSFTMicrosoft | 7,161,344 | $1.5T | 1.11% | |
| 21 | TSMTSMC ADR | 23,843,822 | $1.4T | 1.03% | |
| 22 | ALNYAlnylam Pharmaceuticals | 8,648,678 | $1.3T | 0.98% | |
| 23 | TEAMAtlassian Corp Plc | 7,102,003 | $1.3T | 0.98% | |
| 24 | WWayfair Inc Class A | 6,090,849 | $1.2T | 0.92% | |
| 25 | ISRGIntuitive Surgical | 2,034,814 | $1.2T | 0.88% | |
| 26 | TTDThe Trade Desk | 2,809,108 | $1.1T | 0.87% | |
| 27 | TDOCTeladoc | 5,966,431 | $1.1T | 0.87% | |
| 28 | ELVAnthem Inc | 4,096,304 | $1.1T | 0.82% | |
| 29 | MKTXMarketAxess Holdings | 2,011,815 | $1.0T | 0.77% | |
| 30 | CHGGChegg | 14,672,396 | $986.9B | 0.75% | |
| 31 | PTONPeloton Interactive Inc | 17,014,074 | $982.9B | 0.75% | |
| 32 | CRMSalesforce.com | 5,143,006 | $963.4B | 0.73% | |
| 33 | WIXWix Com | 3,646,858 | $934.4B | 0.71% | |
| 34 | SESEA Ltd ADR | 8,685,398 | $931.4B | 0.71% | |
| 35 | RMEResMed | 4,549,162 | $873.4B | 0.67% | |
| 36 | NTESNetEase.com ADR | 2,026,887 | $870.3B | 0.66% | |
| 37 | TMOThermo Fisher Scientific | 2,265,936 | $821.0B | 0.63% | |
| 38 | AJGAJ Gallagher & Co | 8,314,362 | $810.6B | 0.62% | |
| 39 | NIONIO Inc ADR | 97,777,594 | $754.8B | 0.58% | |
| 40 | TERTeradyne | 8,135,195 | $687.5B | 0.52% | |
| 41 | ABMDEURAbiomed | 2,845,104 | $687.3B | 0.52% | |
| 42 | ZZillow Group Inc Class C | 11,443,321 | $659.2B | 0.50% | |
| 43 | CLVTrip.com Group Sponsored ADR | 25,000,367 | $648.0B | 0.49% | |
| 44 | VVisa Inc-Class A Shares | 3,168,803 | $612.1B | 0.47% | |
| 45 | SGENEURSeattle Genetics | 3,382,609 | $574.8B | 0.44% | |
| 46 | MLMMartin Marietta Materials | 2,745,791 | $567.2B | 0.43% | |
| 47 | BRBroadridge Finl.Sltn. | 4,282,210 | $540.4B | 0.41% | |
| 48 | BIDUNBaidu.com Sponsored ADR | 4,426,509 | $530.7B | 0.40% | |
| 49 | NETCloudflare Inc | 14,238,591 | $511.9B | 0.39% | |
| 50 | RYAAYRyanair ADR | 7,425,142 | $492.6B | 0.38% | |
| 51 | ISIIonis Pharmaceuticals | 8,218,699 | $484.6B | 0.37% | |
| 52 | MTDMettler-Toledo | 584,531 | $470.9B | 0.36% | |
| 53 | NVCRNovocure Ltd | 7,903,720 | $468.7B | 0.36% | |
| 54 | TWLOTwilio Inc | 2,068,937 | $454.0B | 0.35% | |
| 55 | JDJD.Com Inc - ADR | 7,304,912 | $439.6B | 0.33% | |
| 56 | SCIService Corp.Intl. | 11,207,351 | $435.9B | 0.33% | |
| 57 | SITESiteOne Landscape Supply | 3,811,671 | $434.4B | 0.33% | |
| 58 | AXONAxon Enterprise Inc | 4,238,622 | $415.9B | 0.32% | |
| 59 | MKLMarkel Corp | 448,799 | $414.3B | 0.32% | |
| 60 | T77LendingTree | 1,371,701 | $397.1B | 0.30% | |
| 61 | KEXKirby | 7,288,255 | $390.4B | 0.30% | |
| 62 | EOGEOG Resources | 7,452,943 | $377.6B | 0.29% | |
| 63 | FRCBFirst Republic Bank | 3,526,286 | $373.8B | 0.28% | |
| 64 | LYFTLyft Inc Class A Common | 10,994,329 | $362.9B | 0.28% | |
| 65 | —Grubhub Inc | 5,125,532 | $360.3B | 0.27% | |
| 66 | RBAGBPRitchie Bros Auctioneers (USA) | 8,685,664 | $354.8B | 0.27% | |
| 67 | ALBAlbemarle Corp | 4,421,215 | $341.4B | 0.26% | |
| 68 | RDFNRedfin | 8,131,635 | $340.8B | 0.26% | |
| 69 | VALEVale SA ADR | 32,545,090 | $335.5B | 0.26% | |
| 70 | STLAFiat Chrysler Automobiles | 31,798,112 | $319.4B | 0.24% | |
| 71 | CSGPCoStar Group | 441,755 | $313.9B | 0.24% | |
| 72 | IBKRInteractive Brokers Group | 7,150,523 | $298.7B | 0.23% | |
| 73 | PBRPetrobras Common ADR | 35,936,901 | $297.2B | 0.23% | |
| 74 | WSOWatsco Inc | 1,658,005 | $294.6B | 0.22% | |
| 75 | ELEstee Lauder 'A' | 1,510,545 | $285.0B | 0.22% | |
| 76 | ROKURoku | 2,428,182 | $283.0B | 0.22% | |
| 77 | SPGIS&P Global Inc | 841,712 | $277.3B | 0.21% | |
| 78 | TMETencent Music Entertainment ADR | 20,535,706 | $276.4B | 0.21% | |
| 79 | SRCLStericycle Inc | 4,911,915 | $275.0B | 0.21% | |
| 80 | ZLABZai Lab ADR | 3,310,482 | $271.9B | 0.21% | |
| 81 | WATWaters | 1,488,361 | $268.5B | 0.20% | |
| 82 | CBRECbre Group Inc | 5,919,987 | $267.7B | 0.20% | |
| 83 | MRNAModerna Inc | 4,059,483 | $260.7B | 0.20% | |
| 84 | BAPCredicorp | 1,934,253 | $258.6B | 0.20% | |
| 85 | BKNGBooking Holdings Inc | 162,001 | $258.0B | 0.20% | |
| 86 | IBNICICI Bank ADR | 27,696,343 | $257.3B | 0.20% | |
| 87 | WORKSlack Technologies Inc | 8,114,808 | $252.3B | 0.19% | |
| 88 | AMTTD Ameritrade Holding Corp | 6,753,605 | $245.7B | 0.19% | |
| 89 | GOOGLAlphabet Inc Class A | 172,320 | $244.4B | 0.19% | |
| 90 | CHWYChewy Inc | 5,347,453 | $239.0B | 0.18% | |
| 91 | ATHMAutohome Inc - ADR | 3,163,998 | $238.9B | 0.18% | |
| 92 | CPACopa Holdings S A | 4,482,281 | $226.6B | 0.17% | |
| 93 | DNLIDenali Therapeutics | 9,279,194 | $224.4B | 0.17% | |
| 94 | WABWabtec | 3,785,193 | $217.9B | 0.17% | |
| 95 | ZGZillow Group Inc Class A | 3,538,729 | $203.4B | 0.15% | |
| 96 | JEFJefferies Financial Group Inc | 12,851,317 | $199.8B | 0.15% | |
| 97 | ITUBItau Unibanco Holding SA-ADR | 41,317,805 | $193.8B | 0.15% | |
| 98 | APPNAppian Corp | 3,750,261 | $192.2B | 0.15% | |
| 99 | PENPenumbra Inc | 1,030,393 | $184.3B | 0.14% | |
| 100 | YEXTYext Inc | 10,996,403 | $182.7B | 0.14% |
Page 1 of 3Next