BAILLIE GIFFORD & CO Q3 2018 Filing

Filed November 13, 2018

Portfolio Value

$92.6M

Holdings

224

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (224 positions)

#	Stock	Shares	Value	% Portfolio
1	—Uxin ADR	248,400	$1.7M	1.82%
2	NFLXNetflix Inc	7,493,783	$1.4M	1.53%
3	ISRGIntuitive Surgical	2,298,444	$1.3M	1.42%
4	GOOGAlphabet Inc Class C	2,310,356	$1.3M	1.39%
5	MAMastercard Inc-Class A	5,678,766	$1.3M	1.37%
6	—Foamix Pharmaceuticals	219,400	$1.3M	1.36%
7	METAFacebook Cl.A	16,994,166	$1.3M	1.35%
8	ELVAnthem Inc	4,452,455	$1.2M	1.32%
9	—Grubhub Inc	8,530,398	$1.2M	1.28%
10	ACTGAcacia Reasearch Corp	365,820	$1.2M	1.26%
11	9990302DApache Corp	24,398,441	$1.2M	1.26%
12	BIDUNBaidu.com Sponsored ADR	18,477,154	$1.1M	1.19%
13	SGENEURSeattle Genetics	13,485,446	$1.0M	1.12%
14	MCOMoody's Corp	5,988,970	$1.0M	1.08%
15	PEOExelon Corporation	432,405	$977K	1.05%
16	—Voya Prime Rate Trust	764,400	$966K	1.04%
17	AEEAmeren	271,560	$965K	1.04%
18	WDAYWorkday Inc	6,466,673	$944K	1.02%
19	WECWEC Energy Group	222,757	$940K	1.01%
20	VVisa Inc-Class A Shares	6,051,698	$908K	0.98%
21	CRMSalesforce.com	5,553,416	$883K	0.95%
22	EIXEdison International	215,940	$869K	0.94%
23	KEPKorea Electric Power ADR	65,300	$860K	0.93%
24	—China Rapid Finance ADR	300,000	$858K	0.93%
25	NVDANVIDIA	6,664,591	$852K	0.92%
26	EDConsolidated Edison	217,202	$852K	0.92%
27	PCGPG&E Corp	267,109	$790K	0.85%
28	TEAMAtlassian Corp Plc	7,845,015	$754K	0.81%
29	DC4Dexcom Inc	5,094,197	$729K	0.79%
30	SPOTSpotify Technology SA	15,176,991	$713K	0.77%
31	—Bluebird Bio Inc	4,643,528	$678K	0.73%
32	NTESNetEase.com ADR	2,926,463	$668K	0.72%
33	MKLMarkel Corp	557,110	$662K	0.71%
34	MKTXMarketAxess Holdings	3,682,487	$657K	0.71%
35	EOGEOG Resources	4,952,240	$632K	0.68%
36	RCLRoyal Crbn.Cruises	4,677,791	$608K	0.66%
37	ILMNIllumina	16,137,504	$606K	0.65%
38	BABAAlibaba Group Holding Sponsored ADR	45,321,627	$604K	0.65%
39	MLMMartin Marietta Materials	3,292,027	$599K	0.65%
40	FRCBFirst Republic Bank	6,216,910	$597K	0.64%
41	NIONIO Inc ADR	85,297,388	$595K	0.64%
42	TMOThermo Fisher Scientific	2,381,125	$581K	0.63%
43	CTRPUSDCtrip.com Intl Sponsored ADR	53,374,222	$566K	0.61%
44	RYAAYRyanair ADR	5,871,675	$564K	0.61%
45	RMEResmed Inc	4,841,478	$558K	0.60%
46	IBNICICI Bank ADR	63,026,111	$535K	0.58%
47	AJGAJ Gallagher & Co	7,124,847	$530K	0.57%
48	VRSKVerisk Analytics	4,361,664	$526K	0.57%
49	TSMTSMC ADR	38,382,960	$516K	0.56%
50	WITWipro Ltd ADR	98,583	$514K	0.56%
51	WABWabtec	4,896,192	$514K	0.55%
52	SHOPShopify 'A'	3,113,361	$512K	0.55%
53	CHRWCH Robinson Worldwide	5,109,844	$500K	0.54%
54	WATWaters	2,564,749	$499K	0.54%
55	AMTTD Ameritrade Holding Corp	9,031,953	$477K	0.52%
56	AXGNAxogen Inc	12,768	$471K	0.51%
57	KEXKirby	5,700,947	$469K	0.51%
58	ISIIonis Pharmaceuticals	8,958,113	$462K	0.50%
59	ZZillow Group Inc Class C	10,374,923	$459K	0.50%
60	BAPCredicorp	2,000,927	$446K	0.48%
61	MYGNMyriad Genetics Inc	9,547,193	$439K	0.47%
62	TSLATesla Inc	13,125,451	$437K	0.47%
63	WWayfair Inc Class A	2,845,496	$420K	0.45%
64	ALNYAlnylam Pharmaceuticals	4,462,826	$391K	0.42%
65	UAAUnder Armour Inc Class A	18,217,922	$387K	0.42%
66	MTDMettler-Toledo	595,826	$363K	0.39%
67	ABMDEURAbiomed	804,607	$362K	0.39%
68	SCIService Corp.Intl.	8,121,052	$359K	0.39%
69	IBKRInteractive Brokers Group	6,364,938	$352K	0.38%
70	WUBAUSD58.Com Inc Adr	4,768,936	$351K	0.38%
71	RACEFerrari NV	14,243,504	$332K	0.36%
72	RBAGBPRitchie Bros Auctioneers (USA)	9,057,862	$327K	0.35%
73	T77LendingTree	1,388,852	$320K	0.35%
74	TERTeradyne	8,633,740	$319K	0.34%
75	SRCLStericycle Inc	5,394,337	$317K	0.34%
76	ITUBItau Unibanco Holding SA-ADR	28,185,757	$309K	0.33%
77	JEFJefferies Financial Group Inc	13,799,592	$303K	0.33%
78	WIXWix Com	2,522,003	$302K	0.33%
79	JDJD.Com Inc - ADR	10,433,446	$272K	0.29%
80	FRTEURFederal Realty Investment Trust REIT	2,100	$266K	0.29%
81	ALBAlbemarle Corp	2,622,524	$262K	0.28%
82	ATHMAutohome Inc - ADR	3,374,030	$261K	0.28%
83	CPACopa Holdings S A	3,165,519	$253K	0.27%
84	STLAFiat Chrysler Automobiles	72,408,480	$252K	0.27%
85	DNOWNow Inc/DE	14,669,900	$243K	0.26%
86	AMDAdvanced Micro Devices	7,466,514	$231K	0.25%
87	CMGChipotle Mexican Grill	505,888	$230K	0.25%
88	CXCemex ADR	32,540,608	$229K	0.25%
89	PBRPetrobras Common ADR	18,403,269	$222K	0.24%
90	HHC*Howard Hughes	1,686,271	$209K	0.23%
91	DATATableau Software Class A	1,782,221	$199K	0.22%
92	SITESiteOne Landscape Supply	2,625,922	$198K	0.21%
93	TALTAL Education Group ADR	47,890,270	$187K	0.20%
94	NVCRNovocure Ltd	3,527,100	$185K	0.20%
95	WSOWatsco Inc	923,682	$165K	0.18%
96	CHGGChegg	5,550,841	$158K	0.17%
97	GOOGLAlphabet Inc Class A	124,781	$151K	0.16%
98	MLB1MercadoLibre	5,090,672	$143K	0.15%
99	BBDBanco Bradesco Pn ADR	19,879,283	$141K	0.15%
100	ARIApollo Commercial Real Estate Finance REIT	7,300	$138K	0.15%

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