BAILLIE GIFFORD & CO Q4 2016 Filing

Filed February 14, 2017

Portfolio Value

$60.8B

Holdings

198

Report Date

Q4 2016

Filing Type

13F-HR

All Holdings (198 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA
14,140,920$1.5B2.48%
2
TSMTSMC ADR
48,242,454$1.4B2.28%
3
METAFacebook Cl.A
24,189,330$1.3B2.11%
4
TSLATesla Motors
13,289,548$1.2B2.01%
5
BABAAlibaba Group Holding Sponsored ADR
48,695,933$1.2B1.92%
6
RCLRoyal Crbn.Cruises
13,770,426$1.1B1.86%
7
GOOGAlphabet Inc Class C
3,024,608$1.1B1.85%
8
FRCBFirst Republic Bank
11,725,057$1.1B1.78%
9
BIDUNBaidu.com Sponsored ADR
24,675,396$1.1B1.77%
10
RACEFerrari NV
18,155,973$1.1B1.74%
11
MLB1MercadoLibre
6,378,243$995.9M1.64%
12
ISRGIntuitive Surgical
1,563,220$991.3M1.63%
13
ILMNIllumina
18,766,712$965.2M1.59%
14
INFYInfosys Ltd ADR
4,793,056$947.2M1.56%
15
ACTGAcacia Reasearch Corp
365,820$935.4M1.54%
16
NFLXNetflix Inc
7,358,433$911.0M1.50%
17
AMTTD Ameritrade Holding Corp
20,108,922$876.8M1.44%
18
SGENEURSeattle Genetics
16,570,644$874.4M1.44%
19
STLAFiat Chrysler Automobiles
85,370,632$780.2M1.28%
20
ELVAnthem Inc
5,143,989$739.6M1.22%
21
MLMMartin Marietta Materials
3,232,606$716.1M1.18%
22
MCOMoody's Corp
7,124,606$671.6M1.10%
23
SHWSherwin-Williams Co
38,801$657.8M1.08%
24
AMZNAmazon.Com
7,442,632$642.1M1.06%
25
TIFEURTiffany & Co
224,118$638.7M1.05%
26
MAMastercard Inc-Class A
5,812,996$600.2M0.99%
27
RYAAYRyanair ADR
7,108,137$591.8M0.97%
28
KMXCarMax Inc
9,141,890$588.6M0.97%
29
CTRPUSDCtrip.com Intl Sponsored ADR
49,601,663$583.6M0.96%
30
TRIPTripAdvisor
12,417,263$575.8M0.95%
31
EOGEOG Resources
5,453,226$551.3M0.91%
32
GSGoldman Sachs Gp.
89,363$526.9M0.87%
33
WDAYWorkday Inc
7,854,613$519.1M0.85%
34
MKLMarkel Corp
569,135$514.8M0.85%
35
VVisa Inc-Class A Shares
6,572,440$512.8M0.84%
36
9990302DApache Corp
8,060,349$511.6M0.84%
37
UAAUnder Armour Inc Class A
17,535,907$509.4M0.84%
38
PCARPaccar
207,327$482.8M0.79%
39
CRMSalesforce.com
6,919,332$473.7M0.78%
40
NBISYandex
22,702,677$457.0M0.75%
41
JDJD.Com Inc - ADR
17,384,889$442.3M0.73%
42
DCIDonaldson
321,785$432.1M0.71%
43
TERTeradyne
16,622,390$422.2M0.69%
44
CHRWCH Robinson Worldwide
5,675,710$415.8M0.68%
45
WATWaters
3,064,158$411.8M0.68%
46
VRSKVerisk Analytics
4,988,166$404.9M0.67%
47
ISIIonis Pharmaceuticals
8,415,156$402.5M0.66%
48
LECOLincoln Electric Hdg.
5,173,755$396.7M0.65%
49
WABWabtec
4,762,036$395.3M0.65%
50
MKTXMarketAxess Holdings
2,657,408$390.4M0.64%
51
DC4Dexcom Inc
6,128,804$365.9M0.60%
52
CLColgate-Palmolive
5,418,509$354.6M0.58%
53
SPLKCHFSplunk Inc
6,816,533$348.7M0.57%
54
EDUNew Oriental Education & Technology Sponsored ADR
8,057,783$339.2M0.56%
55
RBAGBPRitchie Bros Auctioneers (USA)
9,643,980$327.9M0.54%
56
On Deck Capital
884,130$324.8M0.53%
57
Bluebird Bio Inc
5,164,467$318.6M0.52%
58
RMEResmed Inc
5,049,184$313.3M0.52%
59
Grubhub Inc
8,130,739$305.9M0.50%
60
Monsanto Co
2,855,176$300.4M0.49%
61
NTESNetease.com ADR
1,312$283.0M0.47%
62
DNOWNow Inc/DE
13,192,445$270.0M0.44%
63
MTDMettler-Toledo
630,394$263.9M0.43%
64
WBWeibo Corp SPON ADR
61,182$255.2M0.42%
65
Mobileye Nv
6,523,754$248.7M0.41%
66
CXCemex ADR
30,809,554$247.4M0.41%
67
ITUBItau Unibanco Holding SA-ADR
23,974,347$246.5M0.41%
68
TEAMAtlassian Corp Plc
10,110,591$243.5M0.40%
69
CPACopa Holdings S A
2,478,591$225.1M0.37%
70
SRCLStericycle Inc
2,799,330$215.7M0.35%
71
KEXKirby
3,208,376$213.4M0.35%
72
QGENQiagen N.V
7,592,794$212.8M0.35%
73
Financial Engines
5,736,801$210.8M0.35%
74
Juno Therapeutics Inc
11,061,955$208.5M0.34%
75
IBKRInteractive Brokers Group
5,499,239$200.8M0.33%
76
HHC*Howard Hughes
1,748,703$199.5M0.33%
77
TALTal Education Group ADR
2,735,378$191.9M0.32%
78
TerraForm Power
2,655,420$177.9M0.29%
79
QSRRestaurant Brands International
3,609,507$172.1M0.28%
80
MYGNMyriad Genetics Inc
10,159,758$169.4M0.28%
81
Leucadia National
6,940,636$161.4M0.27%
82
IBNICICI Bank ADR
20,323,633$152.2M0.25%
83
China Biologic Products Inc
1,413,045$151.9M0.25%
84
BAPCredicorp
936,690$147.9M0.24%
85
ZZillow Group Inc Class C
3,774,279$137.6M0.23%
86
EMBJEmbraer ADR
6,573,136$126.5M0.21%
87
PCGPG&E Corp
339,205$125.5M0.21%
88
PBRPetrobras Common ADR
12,394,510$125.3M0.21%
89
EDConsolidated Edison
271,810$124.9M0.21%
90
EIXEdison International
292,030$124.9M0.21%
91
AWRAmerican States Water
476,080$124.6M0.20%
92
ALNYAlnylam Pharmaceuticals
3,318,022$124.2M0.20%
93
BBDBanco Bradesco Pn ADR
13,912,660$121.2M0.20%
94
PEOExelon Corporation
484,430$121.1M0.20%
95
GOOGLAlphabet Inc Class A
145,115$115.0M0.19%
96
PSMTPriceSmart
1,349,909$112.7M0.19%
97
HCMHutchison China Meditech
153,703$106.0M0.17%
98
WSOWatsco Inc
712,505$105.5M0.17%
99
AGREURAvangrid
517,220$97.5M0.16%
100
AEEAmeren
322,460$95.8M0.16%
Page 1 of 2Next