BAILLIE GIFFORD & CO Q2 2020 Filing

Filed August 12, 2020

Portfolio Value

$131.2T

Holdings

242

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (242 positions)

#StockSharesValue% PortfolioType
1
MAMastercard Inc-Class A
5,916,543$1.7B0.00%
2
GOOGAlphabet Inc Class C
2,517,976$1.7B0.00%
3
ZMZoom Video Communications Inc
6,668,266$1.7B0.00%
4
WDAYWorkday Inc
8,612,391$1.6B0.00%
5
MCOMoody's Corp
5,645,191$1.6B0.00%
6
MSFTMicrosoft
7,161,344$1.5B0.00%
7
METAFacebook Cl.A
14,603,577$1.4B0.00%
8
SPOTSpotify Technology SA
22,096,060$1.4B0.00%
9
RUBYUSDRubius Therapeutics Inc
4,254,732$1.4B0.00%
10
TSMTSMC ADR
23,843,822$1.4B0.00%
11
BIDUNBaidu.com Sponsored ADR
4,426,509$1.3B0.00%
12
ALNYAlnylam Pharmaceuticals
8,648,678$1.3B0.00%
13
TEAMAtlassian Corp Plc
7,102,003$1.3B0.00%
14
WWayfair Inc Class A
6,090,849$1.2B0.00%
15
ISRGIntuitive Surgical
2,034,814$1.2B0.00%
16
TTDThe Trade Desk
2,809,108$1.1B0.00%
17
TDOCTeladoc
5,966,431$1.1B0.00%
18
ELVAnthem Inc
4,096,304$1.1B0.00%
19
CHRWCH Robinson Worldwide
549,336$1.1B0.00%
20
AAPLApple
99,841$1.0B0.00%
21
MKTXMarketAxess Holdings
2,011,815$1.0B0.00%
22
HCMHutchison China Meditech
227,040$995.3M0.00%
23
ADIAnalog Devices
322,915$989.7M0.00%
24
CHGGChegg
14,672,396$986.9M0.00%
25
PTONPeloton Interactive Inc
17,014,074$982.9M0.00%
26
NVDANVIDIA
5,475,975$978.3M0.00%
27
CRMSalesforce.com
5,143,006$963.4M0.00%
28
ATVIEURActivision Blizzard Inc
1,811,299$960.7M0.00%
29
WIXWix Com
3,646,858$934.4M0.00%
30
SESEA Ltd ADR
8,685,398$931.4M0.00%
31
PDDPinduoduo Inc ADR
25,783,127$913.8M0.00%
32
ILMNIllumina
17,110,115$890.5M0.00%
33
SFIXStitch Fix
4,896,384$882.4M0.00%
34
RMEResMed
4,549,162$873.4M0.00%
35
NTESNetEase.com ADR
2,026,887$870.3M0.00%
36
MCDMcDonald's
174,245$847.3M0.00%
37
TJXTJX Companies
230,009$842.8M0.00%
38
TMOThermo Fisher Scientific
2,265,936$821.0M0.00%
39
AJGAJ Gallagher & Co
8,314,362$810.6M0.00%
40
Uxin ADR
1,776,100$808.7M0.00%
41
BABAAlibaba Group Holding Sponsored ADR
40,757,011$808.4M0.00%
42
HEIHEICO 'A'
1,284,859$775.7M0.00%
43
NIONIO Inc ADR
97,777,594$754.8M0.00%
44
NFLXNetflix Inc
7,713,485$724.7M0.00%
45
SPWR 4 01/15/23Sunpower Corp
7,177,000$724.2M0.00%
46
NEENextEra Energy
3,014$724.0M0.00%
47
DC4Dexcom Inc
4,541,984$723.1M0.00%
48
FTSFortis
18,837$714.0M0.00%
49
PEOExelon Corporation
19,387$704.0M0.00%
50
TERTeradyne
8,135,195$687.5M0.00%
51
ABMDEURAbiomed
2,845,104$687.3M0.00%
52
Menlo Therapeutics Inc
395,049$683.0M0.00%
53
ZZillow Group Inc Class C
11,443,321$659.2M0.00%
54
CLVTrip.com Group Sponsored ADR
25,000,367$648.0M0.00%
55
VVisa Inc-Class A Shares
3,168,803$612.1M0.00%
56
CSCOCisco Systems
592,400$578.1M0.00%
57
SGENEURSeattle Genetics
3,382,609$574.8M0.00%
58
Jianpu Technology Inc- ADR
873,219$568.0M0.00%
59
MLMMartin Marietta Materials
2,745,791$567.2M0.00%
60
MLB1MercadoLibre
4,800,797$560.2M0.00%
61
BRBroadridge Finl.Sltn.
4,282,210$540.4M0.00%
62
NETCloudflare Inc
14,238,591$511.9M0.00%
63
RYAAYRyanair ADR
7,425,142$492.6M0.00%
64
ISIIonis Pharmaceuticals
8,218,699$484.6M0.00%
65
FUODolby Laboratories 'A'
280,518$484.0M0.00%
66
AMZNAmazon.Com
4,119,285$482.6M0.00%
67
MTDMettler-Toledo
584,531$470.9M0.00%
68
CFRCullen/Frost Bankers
228,618$470.6M0.00%
69
NVCRNovocure Ltd
7,903,720$468.7M0.00%
70
TWLOTwilio Inc
2,068,937$454.0M0.00%
71
TALTAL Education Group ADR
45,604,752$451.3M0.00%
72
TSLATesla Inc
11,771,213$447.1M0.00%
73
TROWT. Rowe Price
175,765$446.3M0.00%
74
EWEdwards Lifesciences Corp
194,743$443.0M0.00%
75
VRMUSDVroom Inc
1,200,347$440.2M0.00%
76
JDJD.Com Inc - ADR
7,304,912$439.6M0.00%
77
SCIService Corp.Intl.
11,207,351$435.9M0.00%
78
SITESiteOne Landscape Supply
3,811,671$434.4M0.00%
79
AXONAxon Enterprise Inc
4,238,622$415.9M0.00%
80
MKLMarkel Corp
448,799$414.3M0.00%
81
T77LendingTree
1,371,701$397.1M0.00%
82
MDTMedtronic
205,553$396.5M0.00%
83
KEXKirby
7,288,255$390.4M0.00%
84
TXG10X Genomics Inc Class A
4,297$384.0M0.00%
85
EOGEOG Resources
7,452,943$377.6M0.00%
86
FRCBFirst Republic Bank
3,526,286$373.8M0.00%
87
LYFTLyft Inc Class A Common
10,994,329$362.9M0.00%
88
Grubhub Inc
5,125,532$360.3M0.00%
89
WPMWheaton Precious Metals
8,165$360.0M0.00%
90
RBAGBPRitchie Bros Auctioneers (USA)
8,685,664$354.8M0.00%
91
RACEFerrari NV
12,452,188$343.4M0.00%
92
ALBAlbemarle Corp
4,421,215$341.4M0.00%
93
RDFNRedfin
8,131,635$340.8M0.00%
94
VALEVale SA ADR
32,545,090$335.5M0.00%
95
STLAFiat Chrysler Automobiles
31,798,112$319.4M0.00%
96
CSGPCoStar Group
441,755$313.9M0.00%
97
3M4Masimo Corp
1,311$299.0M0.00%
98
IBKRInteractive Brokers Group
7,150,523$298.7M0.00%
99
PBRPetrobras Common ADR
35,936,901$297.2M0.00%
100
WSOWatsco Inc
1,658,005$294.6M0.00%
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