BAILLIE GIFFORD & CO Q1 2023 Filing
Filed May 3, 2023
Portfolio Value
$110.8B
Holdings
454
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (454 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | RMEResMed | 67,443 | $14.8B | 13.32% | |
| 202 | ZGZillow Group Inc Class A | 329,230 | $14.4B | 12.98% | |
| 203 | AZOAutoZone | 5,755 | $14.1B | 12.76% | |
| 204 | BEAMBeam Therapeutics | 452,761 | $13.9B | 12.51% | |
| 205 | SSYSStratasys | 823,500 | $13.6B | 12.28% | |
| 206 | QTWOQ2 Holdings Inc | 517,328 | $12.7B | 11.49% | |
| 207 | DLOdLocal | 757,894 | $12.3B | 11.09% | |
| 208 | XYZBlock Inc | 177,937 | $12.2B | 11.02% | |
| 209 | CEVACEVA Inc | 399,929 | $12.2B | 10.98% | |
| 210 | EDConsolidated Edison | 125,444 | $12.0B | 10.83% | |
| 211 | CRSPCrispr Therapeutics AG | 263,351 | $11.9B | 10.75% | |
| 212 | ESEversource Energy | 152,087 | $11.9B | 10.74% | |
| 213 | ISIIonis Pharmaceuticals | 332,659 | $11.9B | 10.73% | |
| 214 | IRBTQiRobot | 269,636 | $11.8B | 10.62% | |
| 215 | VVisa Inc-Class A Shares | 51,873 | $11.7B | 10.55% | |
| 216 | 290AChinook Therapeutics | 486,595 | $11.3B | 10.16% | |
| 217 | COOCooper Cos Inc/The | 29,910 | $11.2B | 10.08% | |
| 218 | KMXCarmax Inc | 169,837 | $10.9B | 9.85% | |
| 219 | TNDMTandem Diabetes Care | 262,943 | $10.7B | 9.63% | |
| 220 | —Lilium N.V. | 16,308,631 | $10.6B | 9.56% | |
| 221 | QSQuantumScape Corp | 1,262,529 | $10.3B | 9.32% | |
| 222 | FCNFTI Consulting | 51,323 | $10.1B | 9.14% | |
| 223 | ASNDAscendis Pharma ADR 1:1 | 91,693 | $9.8B | 8.87% | |
| 224 | SHWSherwin-Williams Co | 42,694 | $9.6B | 8.66% | |
| 225 | EXFYExpensify Inc | 1,097,896 | $8.9B | 8.07% | |
| 226 | STROSutro Biopharma | 1,867,654 | $8.6B | 7.78% | |
| 227 | NYTNew York Times Co | 219,149 | $8.5B | 7.69% | |
| 228 | DCBODocebo | 203,361 | $8.3B | 7.46% | |
| 229 | VEEVVeeva Systems Inc Class A | 43,222 | $7.9B | 7.17% | |
| 230 | —Akili Inc | 4,665,795 | $7.5B | 6.74% | |
| 231 | AMSCAmerican Superconductor Corp | 1,491,370 | $7.3B | 6.61% | |
| 232 | OSCROscar Health Inc | 1,105,297 | $7.2B | 6.52% | |
| 233 | QTRXQuanterix Corp | 631,897 | $7.1B | 6.42% | |
| 234 | BMBLBumble Inc | 360,894 | $7.1B | 6.37% | |
| 235 | HCATHealth Catalyst Inc | 601,763 | $7.0B | 6.33% | |
| 236 | RLAYRelay Therapeutics Inc | 415,663 | $6.8B | 6.18% | |
| 237 | FTVFortive Corp | 97,814 | $6.7B | 6.02% | |
| 238 | HUYAHUYA ADR | 1,765,711 | $6.4B | 5.75% | |
| 239 | GMEDGlobus Medical | 110,096 | $6.2B | 5.62% | |
| 240 | SHOPShopify Inc | 125,086 | $6.0B | 5.40% | |
| 241 | CCUCIA Cervecerias Unidas ADR | 357,900 | $5.6B | 5.05% | |
| 242 | NBTXNanobiotix ADR | 1,400,000 | $5.1B | 4.58% | |
| 243 | CDLXCardlytics Inc | 1,426,941 | $4.8B | 4.37% | |
| 244 | XPXP | 407,875 | $4.8B | 4.37% | |
| 245 | TRHCEURTabula Rasa HealthCare Inc | 831,278 | $4.6B | 4.19% | |
| 246 | LPSNUSDLivePerson Inc | 1,025,591 | $4.5B | 4.08% | |
| 247 | SG7Sage Therapeutics Inc | 95,045 | $4.0B | 3.60% | |
| 248 | NEENextEra Energy | 51,516 | $4.0B | 3.58% | |
| 249 | GTLBGitLab | 113,404 | $3.9B | 3.51% | |
| 250 | —Nucana Plc ADR | 3,659,030 | $3.5B | 3.17% | |
| 251 | CLLSCellectis ADR | 1,639,896 | $3.2B | 2.85% | |
| 252 | APIAgora Inc ADR | 744,300 | $2.7B | 2.43% | |
| 253 | ALECAlector Inc | 390,113 | $2.4B | 2.18% | |
| 254 | MTLSMaterialise Nv ADR | 268,000 | $2.2B | 2.01% | |
| 255 | HCMHutchison China Meditech | 152,225 | $2.0B | 1.79% | |
| 256 | AEMAgnico Eagle Mines | 37,548 | $1.9B | 1.73% | |
| 257 | NEMNewmont Mining | 37,848 | $1.9B | 1.67% | |
| 258 | LYELLyell Immunopharma Inc | 761,321 | $1.8B | 1.62% | |
| 259 | GBDCGolub Capital BDC Inc | 122,100 | $1.7B | 1.49% | |
| 260 | WPMWheaton Precious Metals | 32,616 | $1.6B | 1.42% | |
| 261 | BLIUSDPhenomeX Inc | 1,346,882 | $1.6B | 1.41% | |
| 262 | MDBMongoDB Inc | 6,239 | $1.5B | 1.31% | |
| 263 | TSLXSixth Street Specialty Lending | 79,500 | $1.5B | 1.31% | |
| 264 | MXCTGBXMaxCyte | 293,325 | $1.4B | 1.28% | |
| 265 | 1GSNNovanta Inc | 7,845 | $1.2B | 1.13% | |
| 266 | WECWEC Energy Group | 11,353 | $1.1B | 0.97% | |
| 267 | TORCEURAdicet Bio Inc | 181,626 | $1.0B | 0.94% | |
| 268 | AEEAmeren | 11,802 | $1.0B | 0.92% | |
| 269 | FTSFortis | 23,917 | $1.0B | 0.92% | |
| 270 | PEOExelon Corporation | 22,861 | $957.0M | 0.86% | |
| 271 | XNCRXencor Inc | 31,754 | $885.0M | 0.80% | |
| 272 | COINCoinbase Global Inc | 12,815 | $865.0M | 0.78% | |
| 273 | BIRDGBPAllbirds Inc | 532,500 | $639.0M | 0.58% | |
| 274 | CARGCargurus Inc | 32,059 | $598.0M | 0.54% | |
| 275 | NSHEURSpire Global Inc | 866,045 | $578.0M | 0.52% | |
| 276 | VRNSVaronis Systems Inc | 21,932 | $569.0M | 0.51% | |
| 277 | CALXCalix Inc | 10,492 | $561.0M | 0.51% | |
| 278 | FRPTFreshpet Inc | 8,186 | $540.0M | 0.49% | |
| 279 | BNRBurning Rock Biotech Ltd ADR | 160,181 | $450.0M | 0.41% | |
| 280 | FQIDigital Realty Trust REIT | 4,582 | $450.0M | 0.41% | |
| 281 | DOCUSDPhysicians Realty Trust | 28,121 | $419.0M | 0.38% | |
| 282 | HRHealthcare Realty Trust REIT | 15,467 | $298.0M | 0.27% | |
| 283 | AMWLAmerican Well Corp Class A | 103,867 | $244.0M | 0.22% | |
| 284 | LAWCS Disco Inc | 36,822 | $244.0M | 0.22% | |
| 285 | ENPHEnphase Energy Inc | 1,061 | $222.0M | 0.20% | |
| 286 | BANDBandwidth | 12,256 | $186.0M | 0.17% | |
| 287 | SFIXStitch Fix | 34,610 | $176.0M | 0.16% | |
| 288 | BYNDBeyond Meat Inc | 4,680 | $75.0M | 0.07% | |
| 289 | NEWREURNew Relic | 795 | $59.0M | 0.05% | |
| 290 | AMKRAmkor Technology | 2,043 | $53.0M | 0.05% | |
| 291 | ONOn Semiconductor Corp | 619 | $50.0M | 0.05% | |
| 292 | GWWGrainger, WW | 68 | $46.0M | 0.04% | |
| 293 | DTILPrecision BioSciences Inc | 60,740 | $45.0M | 0.04% | |
| 294 | REGNRegeneron Pharmaceuticals | 54 | $44.0M | 0.04% | |
| 295 | INSPInspire Medical Systems | 185 | $43.0M | 0.04% | |
| 296 | TSCOTractor Supply Co | 177 | $41.0M | 0.04% | |
| 297 | DOXAmdocs | 432 | $41.0M | 0.04% | |
| 298 | VCVisteon Corp | 253 | $39.0M | 0.04% | |
| 299 | COSTCostco Wholesale Corporation | 78 | $38.0M | 0.03% | |
| 300 | RMBS*Rambus Inc | 740 | $37.0M | 0.03% |