BAILLIE GIFFORD & CO Q2 2023 Filing
Filed July 28, 2023
Portfolio Value
$117.6B
Holdings
297
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (297 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | RXRXRecursion Pharmaceuticals Inc | 25,097,630 | $187.5B | 159.36% | |
| 102 | ADSKAutodesk | 901,919 | $184.5B | 156.87% | |
| 103 | CERTCertara | 9,391,977 | $171.0B | 145.38% | |
| 104 | ABCLAbcellera Biologics Inc | 26,364,751 | $170.3B | 144.78% | |
| 105 | FASTFastenal | 2,798,726 | $165.1B | 140.34% | |
| 106 | SDGRSchrodinger | 2,966,351 | $148.1B | 125.87% | |
| 107 | IBNICICI Bank ADR | 6,217,221 | $143.5B | 121.97% | |
| 108 | GOOGLAlphabet Inc Class A | 1,172,601 | $140.4B | 119.31% | |
| 109 | PGProcter & Gamble | 888,740 | $134.9B | 114.63% | |
| 110 | UPSUnited Parcel Service | 745,818 | $133.7B | 113.64% | |
| 111 | AAPLApple | 654,054 | $126.9B | 107.84% | |
| 112 | FMXFomento Economico Mexicano Sab ADR | 1,144,552 | $126.9B | 107.84% | |
| 113 | ZZillow Group Inc Class C | 2,467,192 | $124.0B | 105.41% | |
| 114 | PEPPepsico | 669,249 | $124.0B | 105.37% | |
| 115 | SNAPSnap Inc | 10,362,048 | $122.7B | 104.29% | |
| 116 | CPCanadian Pacific Kansas City Ltd | 1,510,463 | $122.1B | 103.82% | |
| 117 | YETIYETI Holdings | 3,128,447 | $121.5B | 103.29% | |
| 118 | PJXPetrobras Pref ADR | 9,571,088 | $118.4B | 100.64% | |
| 119 | RELYRemitly Global Inc | 6,207,377 | $116.8B | 99.30% | |
| 120 | SGSweetgreen | 9,102,180 | $116.7B | 99.19% | |
| 121 | AXONAxon Enterprise Inc | 562,527 | $109.8B | 93.30% | |
| 122 | RDFNRedfin | 8,698,716 | $108.0B | 91.84% | |
| 123 | YMMFull Truck Alliance Co Ltd ADR | 15,777,298 | $98.1B | 83.42% | |
| 124 | VIRVir Biotechnology Inc | 3,983,445 | $97.7B | 83.06% | |
| 125 | SBUXStarbucks Corp | 964,807 | $95.6B | 81.24% | |
| 126 | CHGGChegg | 10,664,698 | $94.7B | 80.50% | |
| 127 | APPNAppian Corp | 1,882,112 | $89.6B | 76.15% | |
| 128 | ITUBItau Unibanco Holding SA-ADR | 14,912,727 | $88.0B | 74.79% | |
| 129 | SWAVUSDShockWave Medical Inc | 300,772 | $85.8B | 72.97% | |
| 130 | JPXAerovironment | 790,459 | $80.8B | 68.72% | |
| 131 | LMNDLemonade Inc | 4,769,662 | $80.4B | 68.32% | |
| 132 | OTLYOatly Inc. | 36,666,324 | $75.2B | 63.89% | |
| 133 | WRBYWarby Parker Inc | 6,077,468 | $71.0B | 60.39% | |
| 134 | PCRXPacira BioSciences | 1,658,563 | $66.5B | 56.49% | |
| 135 | PGNYProgyny | 1,665,567 | $65.5B | 55.70% | |
| 136 | UPWKUpwork Inc | 6,916,090 | $64.6B | 54.91% | |
| 137 | SANASana Biotechnology Inc | 10,836,161 | $64.6B | 54.90% | |
| 138 | CGNXCognex Corp | 1,107,984 | $62.1B | 52.76% | |
| 139 | INTUIntuit | 135,086 | $61.9B | 52.61% | |
| 140 | MMYTMakeMyTrip | 2,265,374 | $61.1B | 51.95% | |
| 141 | SPTSprout Social | 1,280,026 | $59.1B | 50.22% | |
| 142 | CSCOCisco Systems | 1,095,240 | $56.7B | 48.17% | |
| 143 | ZUOUSDZuora Inc Class A | 5,144,300 | $56.4B | 47.97% | |
| 144 | FUODolby Laboratories 'A' | 668,939 | $56.0B | 47.58% | |
| 145 | RIVNRivian Automotive Inc | 3,286,640 | $54.8B | 46.54% | |
| 146 | TXNTexas Instruments | 297,843 | $53.6B | 45.58% | |
| 147 | RAMPLiveramp Holdings Inc | 1,843,123 | $52.6B | 44.74% | |
| 148 | AMBAAmbarella | 623,006 | $52.1B | 44.31% | |
| 149 | CHPTChargePoint Holdings Inc | 5,755,860 | $50.6B | 43.01% | |
| 150 | IPGPIPG Photonics Corp | 367,487 | $49.9B | 42.43% | |
| 151 | FROGJFrog Ltd | 1,740,653 | $48.2B | 40.98% | |
| 152 | KOCoca Cola | 798,693 | $48.1B | 40.88% | |
| 153 | INFYInfosys Ltd ADR | 2,892,174 | $46.5B | 39.51% | |
| 154 | WNSNWNS (Holdings) ADR | 624,221 | $46.0B | 39.12% | |
| 155 | TDOCTeladoc | 1,776,578 | $45.0B | 38.24% | |
| 156 | FUTUFutu Hdgs ADR | 1,113,861 | $44.3B | 37.63% | |
| 157 | AURAurora Innovation Class A Common | 14,930,461 | $43.9B | 37.31% | |
| 158 | EWEdwards Lifesciences Corp | 464,040 | $43.8B | 37.21% | |
| 159 | BLBlackline | 803,091 | $43.2B | 36.74% | |
| 160 | MPMP Materials | 1,886,613 | $43.2B | 36.69% | |
| 161 | MDTMedtronic | 478,445 | $42.1B | 35.83% | |
| 162 | REXRRexford Industrial Realty REIT | 785,855 | $41.0B | 34.88% | |
| 163 | PLDPrologis Inc REIT | 326,540 | $40.0B | 34.04% | |
| 164 | D0ADada Nexus Ltd ADR | 7,414,011 | $39.4B | 33.46% | |
| 165 | UNHUnitedHealth | 79,900 | $38.4B | 32.64% | |
| 166 | CYBRCyberArk Software Ltd | 234,959 | $36.7B | 31.22% | |
| 167 | MCDMcDonald's | 122,035 | $36.4B | 30.95% | |
| 168 | TROWT. Rowe Price | 322,522 | $36.1B | 30.71% | |
| 169 | LULufax Holding Ltd | 25,189,314 | $36.0B | 30.62% | |
| 170 | NYTNew York Times Co | 841,273 | $33.1B | 28.16% | |
| 171 | JMIAJumia Technologies Ag ADR | 9,365,507 | $32.0B | 27.23% | |
| 172 | FVRRFiverr Intl | 1,172,737 | $30.5B | 25.93% | |
| 173 | EXAIEURExscientia Ltd ADR | 5,081,168 | $30.1B | 25.57% | |
| 174 | ARCCAres Capital Corp | 1,392,236 | $26.2B | 22.24% | |
| 175 | TWSTTwist Bioscience Corp | 1,269,926 | $26.0B | 22.09% | |
| 176 | DMRCDigimarc | 820,002 | $24.1B | 20.52% | |
| 177 | BEKEKE Holdings ADR | 1,609,164 | $23.9B | 20.31% | |
| 178 | VECOVeeco Instruments | 923,851 | $23.7B | 20.17% | |
| 179 | YOUClear Secure Inc | 1,000,000 | $23.2B | 19.70% | |
| 180 | BEPCBrookfield Renewable | 649,932 | $20.5B | 17.41% | |
| 181 | TMDXTransMedics Group | 241,553 | $20.3B | 17.24% | |
| 182 | HSYHershey Foods Corporation | 79,589 | $19.9B | 16.89% | |
| 183 | WABWabtec | 175,866 | $19.3B | 16.39% | |
| 184 | TJXTJX Companies | 213,067 | $18.1B | 15.36% | |
| 185 | CRLCharles River Laboratories International | 85,096 | $17.9B | 15.21% | |
| 186 | 290AChinook Therapeutics | 463,945 | $17.8B | 15.15% | |
| 187 | CDXSCodexis | 6,140,498 | $17.2B | 14.61% | |
| 188 | EVBGEUREverbridge Inc | 631,956 | $17.0B | 14.45% | |
| 189 | BEAMBeam Therapeutics | 523,733 | $16.7B | 14.21% | |
| 190 | ZGZillow Group Inc Class A | 333,202 | $16.4B | 13.93% | |
| 191 | ADMArcher-Daniels-Midland Co | 215,700 | $16.3B | 13.85% | |
| 192 | TRUPTrupanion | 815,029 | $16.0B | 13.63% | |
| 193 | PGRProgressive | 120,845 | $16.0B | 13.60% | |
| 194 | ADAPYAdaptimmune Therapeutics ADR | 17,176,135 | $15.9B | 13.50% | |
| 195 | AMTAmerican Tower Corp REIT | 81,091 | $15.7B | 13.37% | |
| 196 | 3M4Masimo Corp | 95,149 | $15.7B | 13.31% | |
| 197 | WATWaters | 57,378 | $15.3B | 13.00% | |
| 198 | BKNGBooking Holdings Inc | 5,463 | $14.8B | 12.54% | |
| 199 | SSYSStratasys | 829,456 | $14.7B | 12.52% | |
| 200 | RMEResMed | 66,657 | $14.6B | 12.38% |