BAILLIE GIFFORD & CO Q2 2021 Filing

Filed August 2, 2021

Portfolio Value

$205.2M

Holdings

472

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (472 positions)

#	Stock	Shares	Value	% Portfolio
1	NVCRNovocure Ltd	9,301,081	$2.1M	1.01%
2	MCOMoody's Corp	5,525,511	$2.0M	0.98%
3	MSFTMicrosoft	7,017,051	$1.9M	0.93%
4	TORCEURAdicet Bio Inc	181,626	$1.9M	0.91%
5	TTDThe Trade Desk	52,534,783	$1.8M	0.90%
6	WWayfair Inc Class A	10,108,486	$1.8M	0.88%
7	ROKURoku	3,800,996	$1.7M	0.85%
8	ALNYAlnylam Pharmaceuticals	10,224,859	$1.7M	0.84%
9	GOOGAlphabet Inc Class C	682,222	$1.7M	0.83%
10	MAMastercard Inc-Class A	4,253,315	$1.6M	0.76%
11	CHGGChegg	18,600,221	$1.5M	0.75%
12	ELVAnthem Inc	4,030,334	$1.5M	0.75%
13	ZMZoom Video Communications Inc	8,054,141	$1.5M	0.74%
14	ILMNIllumina	21,188,849	$1.5M	0.73%
15	SESEA Ltd ADR	9,812,943	$1.5M	0.72%
16	PGProcter & Gamble	593,200	$1.5M	0.72%
17	BNTXBioNTech ADR	6,429,749	$1.4M	0.70%
18	ISRGIntuitive Surgical	1,529,466	$1.4M	0.69%
19	TDOCTeladoc	8,417,244	$1.4M	0.68%
20	NETCloudflare Inc	30,267,184	$1.4M	0.68%
21	SPOTSpotify Technology SA	20,691,692	$1.4M	0.67%
22	MLMMartin Marietta Materials	3,813,680	$1.3M	0.65%
23	BYNDBeyond Meat Inc	8,384,493	$1.3M	0.64%
24	PDDPinduoduo Inc ADR	27,453,175	$1.3M	0.62%
25	CRMSalesforce.com	5,152,224	$1.3M	0.61%
26	CPNGCoupang	35,842,881	$1.2M	0.60%
27	MLB1MercadoLibre	4,602,623	$1.2M	0.60%
28	PEPPepsico	451,430	$1.2M	0.60%
29	DNLIDenali Therapeutics	15,147,613	$1.2M	0.58%
30	LULufax Holding Ltd	19,342,903	$1.2M	0.58%
31	CVNACarvana	7,806,561	$1.2M	0.57%
32	TWLOTwilio Inc	5,824,990	$1.2M	0.57%
33	METAFacebook Cl.A	7,997,834	$1.2M	0.57%
34	AJGAJ Gallagher & Co	8,165,173	$1.1M	0.56%
35	ABMDEURAbiomed	3,633,412	$1.1M	0.55%
36	ADIAnalog Devices	353,154	$1.1M	0.54%
37	PBRPetrobras Common ADR	90,106,288	$1.1M	0.54%
38	AAPLApple	427,715	$1.1M	0.52%
39	TERTeradyne	7,944,965	$1.1M	0.52%
40	WDAYWorkday Inc	10,037,462	$1.0M	0.51%
41	CHRWCH Robinson Worldwide	597,488	$1.0M	0.50%
42	BEKEKE Holdings ADR	20,937,919	$998K	0.49%
43	CSGPCoStar Group	12,000,170	$994K	0.48%
44	PEOExelon Corporation	22,268	$987K	0.48%
45	—Vedanta Ltd ADR	4,140,435	$987K	0.48%
46	TXG10X Genomics Inc Class A	5,030,996	$985K	0.48%
47	ELEstee Lauder 'A'	3,080,217	$980K	0.48%
48	ZZillow Group Inc Class C	7,977,013	$975K	0.48%
49	KOCoca Cola	980,666	$972K	0.47%
50	AMWLAmerican Well Corp Class A	457,160	$968K	0.47%
51	SNOWSnowflake Inc	3,988,268	$964K	0.47%
52	CBRECbre Group Inc	11,243,461	$964K	0.47%
53	NTESNetEase.com ADR	8,357,535	$963K	0.47%
54	NFLXNetflix Inc	8,131,206	$956K	0.47%
55	TALTAL Education Group ADR	37,511,707	$946K	0.46%
56	NEMNewmont Mining	14,931	$946K	0.46%
57	FRCBFirst Republic Bank	4,993,404	$935K	0.46%
58	DC4Dexcom Inc	5,216,621	$934K	0.45%
59	PTONPeloton Interactive Inc	20,256,004	$932K	0.45%
60	TSMTSMC ADR	7,750,340	$931K	0.45%
61	DASHDoordash Inc	5,165,896	$921K	0.45%
62	PJXPetrobras Pref ADR	14,989,108	$894K	0.44%
63	BIDUNBaidu.com Sponsored ADR	3,862,845	$890K	0.43%
64	APPNAppian Corp	6,281,070	$865K	0.42%
65	BABAAlibaba Group Holding Sponsored ADR	25,732,092	$858K	0.42%
66	STAAStaar Surgical	5,575,832	$850K	0.41%
67	MCDMcDonald's	195,435	$831K	0.41%
68	MKTXMarketAxess Holdings	1,774,631	$823K	0.40%
69	—National Instruments Corp	1,051,440	$818K	0.40%
70	AXONAxon Enterprise Inc	4,529,140	$801K	0.39%
71	RMEResMed	3,240,089	$799K	0.39%
72	UPSUnited Parcel Service	533,237	$787K	0.38%
73	ALBAlbemarle Corp	4,624,140	$779K	0.38%
74	SPGIS&P Global Inc	1,897,300	$779K	0.38%
75	ZLABZai Lab ADR	4,041,290	$776K	0.38%
76	SG7Sage Therapeutics Inc	80,265	$767K	0.37%
77	MTDMettler-Toledo	549,459	$761K	0.37%
78	BKNGBooking Holdings Inc	347,826	$761K	0.37%
79	TMOThermo Fisher Scientific	1,504,290	$759K	0.37%
80	BILIBilibili Inc ADR	6,138,712	$748K	0.36%
81	NVDANVIDIA	5,290,922	$738K	0.36%
82	TROWT. Rowe Price	197,397	$717K	0.35%
83	FTCHQFarfetch	14,225,487	$716K	0.35%
84	LYELLyell Immunopharma Inc	258,823	$708K	0.35%
85	MDTMedtronic	305,566	$707K	0.34%
86	TMETencent Music Entertainment ADR	45,577,209	$706K	0.34%
87	DDOGDatadog	6,755,103	$703K	0.34%
88	CSCOCisco Systems	684,369	$672K	0.33%
89	SIMOSilicon Motion Technology ADR	647,935	$669K	0.33%
90	TSLATesla Inc	15,848,146	$667K	0.33%
91	BRBroadridge Finl.Sltn.	4,116,334	$665K	0.32%
92	RDFNRedfin	10,436,977	$662K	0.32%
93	MRNAModerna Inc	45,883,213	$651K	0.32%
94	—Blue Apron Holdings Inc	148,506	$636K	0.31%
95	SITESiteOne Landscape Supply	3,747,479	$634K	0.31%
96	SCIService Corp.Intl.	11,820,234	$633K	0.31%
97	CHWYChewy Inc	7,878,624	$628K	0.31%
98	LYFTLyft Inc Class A Common	10,081,287	$610K	0.30%
99	WPMWheaton Precious Metals	13,764	$607K	0.30%
100	WSOWatsco Inc	2,071,403	$594K	0.29%

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