BAILLIE GIFFORD & CO Q2 2020 Filing
Filed August 12, 2020
Portfolio Value
$131.2B
Holdings
242
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (242 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MAMastercard Inc-Class A | 5,916,543 | $1.7B | 1.33% | |
| 2 | GOOGAlphabet Inc Class C | 2,517,976 | $1.7B | 1.31% | |
| 3 | ZMZoom Video Communications Inc | 6,668,266 | $1.7B | 1.29% | |
| 4 | WDAYWorkday Inc | 8,612,391 | $1.6B | 1.23% | |
| 5 | MCOMoody's Corp | 5,645,191 | $1.6B | 1.18% | |
| 6 | MSFTMicrosoft | 7,161,344 | $1.5B | 1.11% | |
| 7 | METAFacebook Cl.A | 14,603,577 | $1.4B | 1.07% | |
| 8 | SPOTSpotify Technology SA | 22,096,060 | $1.4B | 1.07% | |
| 9 | RUBYUSDRubius Therapeutics Inc | 4,254,732 | $1.4B | 1.04% | |
| 10 | TSMTSMC ADR | 23,843,822 | $1.4B | 1.03% | |
| 11 | BIDUNBaidu.com Sponsored ADR | 4,426,509 | $1.3B | 1.01% | |
| 12 | ALNYAlnylam Pharmaceuticals | 8,648,678 | $1.3B | 0.98% | |
| 13 | TEAMAtlassian Corp Plc | 7,102,003 | $1.3B | 0.98% | |
| 14 | WWayfair Inc Class A | 6,090,849 | $1.2B | 0.92% | |
| 15 | ISRGIntuitive Surgical | 2,034,814 | $1.2B | 0.88% | |
| 16 | TTDThe Trade Desk | 2,809,108 | $1.1B | 0.87% | |
| 17 | TDOCTeladoc | 5,966,431 | $1.1B | 0.87% | |
| 18 | ELVAnthem Inc | 4,096,304 | $1.1B | 0.82% | |
| 19 | CHRWCH Robinson Worldwide | 549,336 | $1.1B | 0.81% | |
| 20 | AAPLApple | 99,841 | $1.0B | 0.77% | |
| 21 | MKTXMarketAxess Holdings | 2,011,815 | $1.0B | 0.77% | |
| 22 | HCMHutchison China Meditech | 227,040 | $995.3M | 0.76% | |
| 23 | ADIAnalog Devices | 322,915 | $989.7M | 0.75% | |
| 24 | CHGGChegg | 14,672,396 | $986.9M | 0.75% | |
| 25 | PTONPeloton Interactive Inc | 17,014,074 | $982.9M | 0.75% | |
| 26 | NVDANVIDIA | 5,475,975 | $978.3M | 0.75% | |
| 27 | CRMSalesforce.com | 5,143,006 | $963.4M | 0.73% | |
| 28 | ATVIEURActivision Blizzard Inc | 1,811,299 | $960.7M | 0.73% | |
| 29 | WIXWix Com | 3,646,858 | $934.4M | 0.71% | |
| 30 | SESEA Ltd ADR | 8,685,398 | $931.4M | 0.71% | |
| 31 | PDDPinduoduo Inc ADR | 25,783,127 | $913.8M | 0.70% | |
| 32 | ILMNIllumina | 17,110,115 | $890.5M | 0.68% | |
| 33 | SFIXStitch Fix | 4,896,384 | $882.4M | 0.67% | |
| 34 | RMEResMed | 4,549,162 | $873.4M | 0.67% | |
| 35 | NTESNetEase.com ADR | 2,026,887 | $870.3M | 0.66% | |
| 36 | MCDMcDonald's | 174,245 | $847.3M | 0.65% | |
| 37 | TJXTJX Companies | 230,009 | $842.8M | 0.64% | |
| 38 | TMOThermo Fisher Scientific | 2,265,936 | $821.0M | 0.63% | |
| 39 | AJGAJ Gallagher & Co | 8,314,362 | $810.6M | 0.62% | |
| 40 | —Uxin ADR | 1,776,100 | $808.7M | 0.62% | |
| 41 | BABAAlibaba Group Holding Sponsored ADR | 40,757,011 | $808.4M | 0.62% | |
| 42 | HEIHEICO 'A' | 1,284,859 | $775.7M | 0.59% | |
| 43 | NIONIO Inc ADR | 97,777,594 | $754.8M | 0.58% | |
| 44 | NFLXNetflix Inc | 7,713,485 | $724.7M | 0.55% | |
| 45 | SPWR 4 01/15/23Sunpower Corp | 7,177,000 | $724.2M | 0.55% | |
| 46 | NEENextEra Energy | 3,014 | $724.0M | 0.55% | |
| 47 | DC4Dexcom Inc | 4,541,984 | $723.1M | 0.55% | |
| 48 | FTSFortis | 18,837 | $714.0M | 0.54% | |
| 49 | PEOExelon Corporation | 19,387 | $704.0M | 0.54% | |
| 50 | TERTeradyne | 8,135,195 | $687.5M | 0.52% | |
| 51 | ABMDEURAbiomed | 2,845,104 | $687.3M | 0.52% | |
| 52 | —Menlo Therapeutics Inc | 395,049 | $683.0M | 0.52% | |
| 53 | ZZillow Group Inc Class C | 11,443,321 | $659.2M | 0.50% | |
| 54 | CLVTrip.com Group Sponsored ADR | 25,000,367 | $648.0M | 0.49% | |
| 55 | VVisa Inc-Class A Shares | 3,168,803 | $612.1M | 0.47% | |
| 56 | CSCOCisco Systems | 592,400 | $578.1M | 0.44% | |
| 57 | SGENEURSeattle Genetics | 3,382,609 | $574.8M | 0.44% | |
| 58 | —Jianpu Technology Inc- ADR | 873,219 | $568.0M | 0.43% | |
| 59 | MLMMartin Marietta Materials | 2,745,791 | $567.2M | 0.43% | |
| 60 | MLB1MercadoLibre | 4,800,797 | $560.2M | 0.43% | |
| 61 | BRBroadridge Finl.Sltn. | 4,282,210 | $540.4M | 0.41% | |
| 62 | NETCloudflare Inc | 14,238,591 | $511.9M | 0.39% | |
| 63 | RYAAYRyanair ADR | 7,425,142 | $492.6M | 0.38% | |
| 64 | ISIIonis Pharmaceuticals | 8,218,699 | $484.6M | 0.37% | |
| 65 | FUODolby Laboratories 'A' | 280,518 | $484.0M | 0.37% | |
| 66 | AMZNAmazon.Com | 4,119,285 | $482.6M | 0.37% | |
| 67 | MTDMettler-Toledo | 584,531 | $470.9M | 0.36% | |
| 68 | CFRCullen/Frost Bankers | 228,618 | $470.6M | 0.36% | |
| 69 | NVCRNovocure Ltd | 7,903,720 | $468.7M | 0.36% | |
| 70 | TWLOTwilio Inc | 2,068,937 | $454.0M | 0.35% | |
| 71 | TALTAL Education Group ADR | 45,604,752 | $451.3M | 0.34% | |
| 72 | TSLATesla Inc | 11,771,213 | $447.1M | 0.34% | |
| 73 | TROWT. Rowe Price | 175,765 | $446.3M | 0.34% | |
| 74 | EWEdwards Lifesciences Corp | 194,743 | $443.0M | 0.34% | |
| 75 | VRMUSDVroom Inc | 1,200,347 | $440.2M | 0.34% | |
| 76 | JDJD.Com Inc - ADR | 7,304,912 | $439.6M | 0.33% | |
| 77 | SCIService Corp.Intl. | 11,207,351 | $435.9M | 0.33% | |
| 78 | SITESiteOne Landscape Supply | 3,811,671 | $434.4M | 0.33% | |
| 79 | AXONAxon Enterprise Inc | 4,238,622 | $415.9M | 0.32% | |
| 80 | MKLMarkel Corp | 448,799 | $414.3M | 0.32% | |
| 81 | T77LendingTree | 1,371,701 | $397.1M | 0.30% | |
| 82 | MDTMedtronic | 205,553 | $396.5M | 0.30% | |
| 83 | KEXKirby | 7,288,255 | $390.4M | 0.30% | |
| 84 | TXG10X Genomics Inc Class A | 4,297 | $384.0M | 0.29% | |
| 85 | EOGEOG Resources | 7,452,943 | $377.6M | 0.29% | |
| 86 | FRCBFirst Republic Bank | 3,526,286 | $373.8M | 0.28% | |
| 87 | LYFTLyft Inc Class A Common | 10,994,329 | $362.9M | 0.28% | |
| 88 | —Grubhub Inc | 5,125,532 | $360.3M | 0.27% | |
| 89 | WPMWheaton Precious Metals | 8,165 | $360.0M | 0.27% | |
| 90 | RBAGBPRitchie Bros Auctioneers (USA) | 8,685,664 | $354.8M | 0.27% | |
| 91 | RACEFerrari NV | 12,452,188 | $343.4M | 0.26% | |
| 92 | ALBAlbemarle Corp | 4,421,215 | $341.4M | 0.26% | |
| 93 | RDFNRedfin | 8,131,635 | $340.8M | 0.26% | |
| 94 | VALEVale SA ADR | 32,545,090 | $335.5M | 0.26% | |
| 95 | STLAFiat Chrysler Automobiles | 31,798,112 | $319.4M | 0.24% | |
| 96 | CSGPCoStar Group | 441,755 | $313.9M | 0.24% | |
| 97 | 3M4Masimo Corp | 1,311 | $299.0M | 0.23% | |
| 98 | IBKRInteractive Brokers Group | 7,150,523 | $298.7M | 0.23% | |
| 99 | PBRPetrobras Common ADR | 35,936,901 | $297.2M | 0.23% | |
| 100 | WSOWatsco Inc | 1,658,005 | $294.6M | 0.22% |
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