BAILLIE GIFFORD & CO Q4 2017 Filing
Filed February 13, 2018
Portfolio Value
$80.4T
Holdings
201
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (201 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAAlibaba Group Holding Sponsored ADR | 44,716,351 | $7.7T | 9.59% | |
| 2 | AMZNAmazon.Com | 6,271,350 | $7.3T | 9.12% | |
| 3 | BIDUNBaidu.com Sponsored ADR | 22,819,720 | $5.3T | 6.65% | |
| 4 | TSLATesla Inc | 12,902,408 | $4.0T | 4.99% | |
| 5 | ILMNIllumina | 17,756,134 | $3.9T | 4.82% | |
| 6 | METAFacebook Cl.A | 20,919,778 | $3.7T | 4.59% | |
| 7 | GOOGAlphabet Inc Class C | 2,690,209 | $2.8T | 3.50% | |
| 8 | CTRPUSDCtrip.com Intl Sponsored ADR | 49,115,174 | $2.2T | 2.69% | |
| 9 | NVDANVIDIA | 11,168,755 | $2.2T | 2.69% | |
| 10 | MLB1MercadoLibre | 5,681,830 | $1.8T | 2.22% | |
| 11 | TSMTSMC ADR | 44,811,070 | $1.8T | 2.21% | |
| 12 | RACEFerrari NV | 14,824,792 | $1.6T | 1.94% | |
| 13 | STLAFiat Chrysler Automobiles | 78,283,320 | $1.4T | 1.74% | |
| 14 | NFLXNetflix Inc | 6,957,475 | $1.3T | 1.66% | |
| 15 | RCLRoyal Crbn.Cruises | 9,774,760 | $1.2T | 1.45% | |
| 16 | ISRGIntuitive Surgical | 3,156,841 | $1.2T | 1.43% | |
| 17 | ELVAnthem Inc | 4,879,122 | $1.1T | 1.36% | |
| 18 | MCOMoody's Corp | 6,664,967 | $983.8B | 1.22% | |
| 19 | —Bluebird Bio Inc | 5,188,435 | $924.1B | 1.15% | |
| 20 | NTESNetEase.com ADR | 2,670,439 | $921.5B | 1.15% | |
| 21 | MAMastercard Inc-Class A | 5,571,123 | $843.2B | 1.05% | |
| 22 | SGENEURSeattle Genetics | 14,964,511 | $800.6B | 1.00% | |
| 23 | TALTal Education Group ADR | 25,822,738 | $767.2B | 0.95% | |
| 24 | EDUNew Oriental Education & Technology Sponsored ADR | 7,718,376 | $725.5B | 0.90% | |
| 25 | WDAYWorkday Inc | 7,089,012 | $721.2B | 0.90% | |
| 26 | VVisa Inc-Class A Shares | 6,175,680 | $704.2B | 0.88% | |
| 27 | RYAAYRyanair ADR | 6,324,722 | $659.0B | 0.82% | |
| 28 | MKTXMarketAxess Holdings | 3,236,958 | $653.1B | 0.81% | |
| 29 | MKLMarkel Corp | 539,761 | $614.9B | 0.76% | |
| 30 | —Grubhub Inc | 8,347,721 | $599.4B | 0.75% | |
| 31 | CRMSalesforce.com | 5,766,237 | $589.5B | 0.73% | |
| 32 | WATWaters | 2,923,273 | $564.7B | 0.70% | |
| 33 | EOGEOG Resources | 5,032,488 | $543.1B | 0.68% | |
| 34 | 9990302DApache Corp | 12,164,940 | $513.6B | 0.64% | |
| 35 | FRCBFirst Republic Bank | 5,830,446 | $505.2B | 0.63% | |
| 36 | JDJD.Com Inc - ADR | 12,024,652 | $498.1B | 0.62% | |
| 37 | MLMMartin Marietta Materials | 2,202,962 | $486.9B | 0.61% | |
| 38 | —Juno Therapeutics Inc | 10,547,788 | $482.1B | 0.60% | |
| 39 | VRSKVerisk Analytics | 4,887,309 | $469.2B | 0.58% | |
| 40 | TMOThermo Fisher Scientific | 2,423,018 | $460.1B | 0.57% | |
| 41 | AMTTD Ameritrade Holding Corp | 8,990,725 | $459.7B | 0.57% | |
| 42 | AJGAJ Gallagher & Co | 7,252,665 | $458.9B | 0.57% | |
| 43 | ALNYAlnylam Pharmaceuticals | 3,611,014 | $458.8B | 0.57% | |
| 44 | CHRWCH Robinson Worldwide | 5,145,010 | $458.4B | 0.57% | |
| 45 | RMEResmed Inc | 4,915,855 | $416.3B | 0.52% | |
| 46 | TEAMAtlassian Corp Plc | 8,896,841 | $405.0B | 0.50% | |
| 47 | MTDMettler-Toledo | 617,100 | $382.3B | 0.48% | |
| 48 | WABWabtec | 4,644,181 | $378.2B | 0.47% | |
| 49 | TERTeradyne | 8,824,176 | $369.5B | 0.46% | |
| 50 | —Leucadia National | 13,933,127 | $369.1B | 0.46% | |
| 51 | ABMDEURABIOMED | 1,949,694 | $365.4B | 0.45% | |
| 52 | IBKRInteractive Brokers Group | 6,017,670 | $356.3B | 0.44% | |
| 53 | ITUBItau Unibanco Holding SA-ADR | 27,233,165 | $354.0B | 0.44% | |
| 54 | WUBAUSD58.Com Inc Adr | 4,794,007 | $343.1B | 0.43% | |
| 55 | ISIIonis Pharmaceuticals | 6,612,301 | $332.6B | 0.41% | |
| 56 | MYGNMyriad Genetics Inc | 9,625,846 | $330.6B | 0.41% | |
| 57 | UAAUnder Armour Inc Class A | 22,434,793 | $323.7B | 0.40% | |
| 58 | DC4Dexcom Inc | 5,550,584 | $318.5B | 0.40% | |
| 59 | SITESiteone Landscape Supply | 3,993,011 | $306.3B | 0.38% | |
| 60 | CPACopa Holdings S A | 2,247,908 | $301.4B | 0.37% | |
| 61 | IBNICICI Bank ADR | 27,779,049 | $270.3B | 0.34% | |
| 62 | RBAGBPRitchie Bros Auctioneers (USA) | 9,002,894 | $269.5B | 0.34% | |
| 63 | NBISYandex | 7,945,726 | $260.2B | 0.32% | |
| 64 | BAPCredicorp | 1,160,275 | $240.7B | 0.30% | |
| 65 | T77LendingTree | 699,522 | $238.2B | 0.30% | |
| 66 | CXCemex ADR | 30,135,985 | $226.0B | 0.28% | |
| 67 | HHC*Howard Hughes | 1,700,058 | $223.2B | 0.28% | |
| 68 | ATHMAutohome Inc - ADR | 3,337,337 | $215.8B | 0.27% | |
| 69 | QSRRestaurant Brands International | 3,411,554 | $210.4B | 0.26% | |
| 70 | KEXKirby | 3,131,270 | $209.2B | 0.26% | |
| 71 | LECOLincoln Electric Hdg. | 2,238,260 | $205.0B | 0.25% | |
| 72 | SRCLStericycle Inc | 2,591,720 | $176.2B | 0.22% | |
| 73 | —Financial Engines | 5,660,847 | $171.5B | 0.21% | |
| 74 | ZZillow Group Inc Class C | 4,130,567 | $169.0B | 0.21% | |
| 75 | WWayfair Inc Class A | 2,038,437 | $163.6B | 0.20% | |
| 76 | AMDAdvanced Micro Devices | 14,674,851 | $150.9B | 0.19% | |
| 77 | BBDBanco Bradesco Pn ADR | 14,243,564 | $145.9B | 0.18% | |
| 78 | DNOWNow Inc/DE | 12,686,073 | $139.9B | 0.17% | |
| 79 | WIXWix Com | 2,414,882 | $139.0B | 0.17% | |
| 80 | HDBHDFC Bank ADR | 1,364,201 | $138.7B | 0.17% | |
| 81 | PBRPetrobras Common ADR | 13,109,791 | $134.9B | 0.17% | |
| 82 | KMXCarMax Inc | 2,070,105 | $132.8B | 0.17% | |
| 83 | GOOGLAlphabet Inc Class A | 121,272 | $127.7B | 0.16% | |
| 84 | WSOWatsco Inc | 733,513 | $124.7B | 0.16% | |
| 85 | PSMTPriceSmart | 1,254,189 | $108.0B | 0.13% | |
| 86 | —China Biologic Products Holdings Inc | 1,347,795 | $106.2B | 0.13% | |
| 87 | SHOPShopify 'A' | 1,007,485 | $101.8B | 0.13% | |
| 88 | DATATableau Software Class A | 1,421,927 | $98.4B | 0.12% | |
| 89 | EMBJEmbraer ADR | 3,255,835 | $77.9B | 0.10% | |
| 90 | DNLIDenali Therapeutics | 4,921,783 | $77.0B | 0.10% | |
| 91 | AXPAmerican Express | 770,323 | $76.5B | 0.10% | |
| 92 | MMYTMakeMyTrip | 2,532,150 | $75.6B | 0.09% | |
| 93 | —Ellie Mae | 839,372 | $75.0B | 0.09% | |
| 94 | CELGCelgene | 717,494 | $74.9B | 0.09% | |
| 95 | VRTXVertex Pharmaceuticals | 498,378 | $74.7B | 0.09% | |
| 96 | FTVFortive Corp | 1,020,579 | $73.8B | 0.09% | |
| 97 | RBAGBPRitchie Bros. Auctioneers | 2,182,285 | $65.6B | 0.08% | |
| 98 | ATVIEURActivision Blizzard Inc | 971,299 | $61.5B | 0.08% | |
| 99 | MSFTMicrosoft | 645,365 | $55.2B | 0.07% | |
| 100 | ZGZillow Group Inc Class A | 1,345,619 | $54.8B | 0.07% |
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