BAILLIE GIFFORD & CO Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$77.0B
Holdings
226
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (226 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CTRPUSDCtrip.com Intl Sponsored ADR | 48,210,910 | $1.3B | 1.69% | |
| 2 | ELVAnthem Inc | 4,461,705 | $1.2B | 1.52% | |
| 3 | MAMastercard Inc-Class A | 5,891,766 | $1.1B | 1.44% | |
| 4 | ACTGAcacia Reasearch Corp | 365,820 | $1.1B | 1.42% | |
| 5 | GOOGAlphabet Inc Class C | 2,306,270 | $1.1B | 1.38% | |
| 6 | ISRGIntuitive Surgical | 2,182,969 | $1.0B | 1.36% | |
| 7 | AEEAmeren | 338,036 | $1.0B | 1.30% | |
| 8 | NFLXNetflix Inc | 7,629,879 | $993.7M | 1.29% | |
| 9 | LINTA 4 11/15/29Liberty Media Corp | 18,085,000 | $992.4M | 1.29% | |
| 10 | WECWEC Energy Group | 323,633 | $982.5M | 1.28% | |
| 11 | TSMTSMC ADR | 26,566,985 | $980.6M | 1.27% | |
| 12 | WDAYWorkday Inc | 6,127,679 | $978.5M | 1.27% | |
| 13 | BMTABritish Amer.Tobacco - ADR | 137,840 | $963.4M | 1.25% | |
| 14 | METAFacebook Cl.A | 16,991,073 | $961.0M | 1.25% | |
| 15 | STLAFiat Chrysler Automobiles | 64,375,636 | $933.3M | 1.21% | |
| 16 | XYLXylem | 140,336 | $890.5M | 1.16% | |
| 17 | NVDANVIDIA | 6,594,653 | $880.4M | 1.14% | |
| 18 | SNAPSnap Inc | 159,389 | $878.0M | 1.14% | |
| 19 | —Voya Prime Rate Trust | 764,400 | $870.6M | 1.13% | |
| 20 | MKTXMarketAxess Holdings | 4,018,282 | $849.1M | 1.10% | |
| 21 | MCOMoody's Corp | 5,994,948 | $839.5M | 1.09% | |
| 22 | EIXEdison International | 328,956 | $805.9M | 1.05% | |
| 23 | AMZNAmazon.Com | 4,536,366 | $802.4M | 1.04% | |
| 24 | VVisa Inc-Class A Shares | 6,043,924 | $797.4M | 1.04% | |
| 25 | —Foamix Pharmaceuticals | 219,400 | $787.0M | 1.02% | |
| 26 | —Solarcity Corp | 17,486,000 | $759.7M | 0.99% | |
| 27 | BIDUNBaidu.com Sponsored ADR | 18,113,194 | $755.1M | 0.98% | |
| 28 | CRMSalesforce.com | 5,391,565 | $738.5M | 0.96% | |
| 29 | —GrubHub Inc | 9,352,030 | $718.3M | 0.93% | |
| 30 | SOHUSohu.com | 238,860 | $678.5M | 0.88% | |
| 31 | TEAMAtlassian Corp Plc | 7,610,193 | $677.2M | 0.88% | |
| 32 | NTESNetEase.com ADR | 2,867,460 | $674.9M | 0.88% | |
| 33 | ECLEcolab | 47,528 | $667.3M | 0.87% | |
| 34 | 9990302DApache Corp | 24,364,479 | $639.6M | 0.83% | |
| 35 | IBNICICI Bank ADR | 61,840,622 | $636.3M | 0.83% | |
| 36 | —Aslan Pharmaceuticals ADR | 450,133 | $622.2M | 0.81% | |
| 37 | DC4Dexcom Inc | 4,929,405 | $590.5M | 0.77% | |
| 38 | FRCBFirst Republic Bank | 6,708,104 | $582.9M | 0.76% | |
| 39 | MKLMarkel Corp | 551,608 | $572.6M | 0.74% | |
| 40 | RMEResMed Inc | 4,846,100 | $551.8M | 0.72% | |
| 41 | TMOThermo Fisher Scientific | 2,369,894 | $530.4M | 0.69% | |
| 42 | AJGAJ Gallagher & Co | 7,143,637 | $526.5M | 0.68% | |
| 43 | SHOPShopify 'A' | 3,788,009 | $524.4M | 0.68% | |
| 44 | SPOTSpotify Technology SA | 17,565,904 | $522.1M | 0.68% | |
| 45 | KEXKirby | 7,688,593 | $517.9M | 0.67% | |
| 46 | NIONIO Inc ADR | 80,256,394 | $511.2M | 0.66% | |
| 47 | TSLATesla Inc | 13,234,382 | $509.0M | 0.66% | |
| 48 | WITWipro Ltd ADR | 98,583 | $506.0M | 0.66% | |
| 49 | MLMMartin Marietta Materials | 2,931,335 | $503.8M | 0.65% | |
| 50 | RYAAYRyanair ADR | 6,792,319 | $484.6M | 0.63% | |
| 51 | SCIService Corp.Intl. | 11,940,093 | $480.7M | 0.62% | |
| 52 | WATWaters | 2,511,834 | $473.9M | 0.62% | |
| 53 | ISIIonis Pharmaceuticals | 8,750,014 | $473.0M | 0.61% | |
| 54 | BABAAlibaba Group Holding Sponsored ADR | 47,311,293 | $459.4M | 0.60% | |
| 55 | RCLRoyal Crbn.Cruises | 4,647,040 | $454.4M | 0.59% | |
| 56 | BAPCredicorp | 2,030,635 | $450.1M | 0.58% | |
| 57 | —Bluebird Bio Inc | 4,529,123 | $449.3M | 0.58% | |
| 58 | ILMNIllumina | 16,078,282 | $442.4M | 0.57% | |
| 59 | CHRWCH Robinson Worldwide | 5,167,259 | $434.5M | 0.56% | |
| 60 | EOGEOG Resources | 4,962,395 | $432.8M | 0.56% | |
| 61 | ITUBItau Unibanco Holding SA-ADR | 44,377,465 | $405.6M | 0.53% | |
| 62 | VRSKVerisk Analytics | 3,595,467 | $392.1M | 0.51% | |
| 63 | AMTTD Ameritrade Holding Corp | 7,868,220 | $385.2M | 0.50% | |
| 64 | SGENEURSeattle Genetics | 6,721,760 | $380.9M | 0.49% | |
| 65 | IBKRInteractive Brokers Group | 6,814,747 | $370.7M | 0.48% | |
| 66 | PBRPetrobras Common ADR | 28,108,128 | $365.7M | 0.48% | |
| 67 | WABWabtec | 5,103,487 | $358.5M | 0.47% | |
| 68 | ZZillow Group Inc Class C | 11,283,450 | $356.3M | 0.46% | |
| 69 | MTDMettler-Toledo | 627,108 | $354.7M | 0.46% | |
| 70 | ABMDEURAbiomed | 1,068,859 | $347.4M | 0.45% | |
| 71 | ALNYAlnylam Pharmaceuticals | 4,746,850 | $346.1M | 0.45% | |
| 72 | WWayfair Inc Class A | 3,773,309 | $339.9M | 0.44% | |
| 73 | UAAUnder Armour Inc Class A | 17,590,526 | $310.8M | 0.40% | |
| 74 | —China Rapid Finance ADR | 300,000 | $306.0M | 0.40% | |
| 75 | T77LendingTree | 1,390,523 | $305.3M | 0.40% | |
| 76 | RBAGBPRitchie Bros Auctioneers (USA) | 8,976,778 | $293.7M | 0.38% | |
| 77 | MYGNMyriad Genetics Inc | 9,484,944 | $275.7M | 0.36% | |
| 78 | TERTeradyne | 8,563,539 | $268.7M | 0.35% | |
| 79 | ATHMAutohome Inc - ADR | 3,378,601 | $264.3M | 0.34% | |
| 80 | WUBAUSD58.Com Inc Adr | 4,802,970 | $260.4M | 0.34% | |
| 81 | CPACopa Holdings S A | 3,198,998 | $251.8M | 0.33% | |
| 82 | DATATableau Software Class A | 2,060,560 | $247.3M | 0.32% | |
| 83 | JEFJefferies Financial Group Inc | 13,901,018 | $241.3M | 0.31% | |
| 84 | RACEFerrari NV | 14,283,321 | $239.3M | 0.31% | |
| 85 | WIXWix Com | 2,626,561 | $237.3M | 0.31% | |
| 86 | CHGGChegg | 8,230,708 | $233.9M | 0.30% | |
| 87 | CMGChipotle Mexican Grill | 504,658 | $217.9M | 0.28% | |
| 88 | BBDBanco Bradesco Pn ADR | 21,015,442 | $207.8M | 0.27% | |
| 89 | JDJD.Com Inc - ADR | 9,875,846 | $206.7M | 0.27% | |
| 90 | MLB1MercadoLibre | 5,208,620 | $203.2M | 0.26% | |
| 91 | ALBAlbemarle Corp | 2,636,011 | $203.2M | 0.26% | |
| 92 | EWEdwards Lifesciences Corp | 1,327 | $203.0M | 0.26% | |
| 93 | SRCLStericycle Inc | 5,393,108 | $197.9M | 0.26% | |
| 94 | HCMHutchison China Meditech | 198,959 | $184.4M | 0.24% | |
| 95 | DNOWNow Inc/DE | 15,691,496 | $182.6M | 0.24% | |
| 96 | TALTAL Education Group ADR | 47,409,312 | $178.3M | 0.23% | |
| 97 | HHC*Howard Hughes | 1,726,502 | $168.5M | 0.22% | |
| 98 | CXCemex ADR | 34,061,771 | $164.2M | 0.21% | |
| 99 | ARIApollo Commercial Real Estate Finance REIT | 9,500 | $158.0M | 0.21% | |
| 100 | WSOWatsco Inc | 1,112,542 | $154.8M | 0.20% |
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