BAILLIE GIFFORD & CO Q4 2017 Filing

Filed February 13, 2018

Portfolio Value

$80.4M

Holdings

201

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (201 positions)

#	Stock	Shares	Value	% Portfolio
1	ACTGAcacia Reasearch Corp	365,820	$1.5M	1.84%
2	NFLXNetflix Inc	6,957,475	$1.3M	1.66%
3	—Foamix Pharmaceuticals	219,400	$1.3M	1.64%
4	GOOGAlphabet Inc Class C	2,690,209	$1.3M	1.62%
5	RCLRoyal Crbn.Cruises	9,774,760	$1.2M	1.45%
6	ISRGIntuitive Surgical	3,156,841	$1.2M	1.43%
7	—Juno Therapeutics Inc	10,547,788	$1.1M	1.39%
8	ELVAnthem Inc	4,879,122	$1.1M	1.36%
9	VRTXVertex Pharmaceuticals	498,378	$1.0M	1.27%
10	FTVFortive Corp	1,020,579	$1.0M	1.25%
11	AGREURAvangrid	349,000	$1.0M	1.25%
12	ESEversource Energy	254,233	$984K	1.22%
13	MCOMoody's Corp	6,664,967	$984K	1.22%
14	DATATableau Software Class A	1,421,927	$974K	1.21%
15	PEOExelon Corporation	404,145	$969K	1.20%
16	WECWEC Energy Group	204,107	$957K	1.19%
17	AXPAmerican Express	770,323	$955K	1.19%
18	NVDANVIDIA	11,168,755	$949K	1.18%
19	CSGPCoStar Group	176,287	$934K	1.16%
20	—Bluebird Bio Inc	5,188,435	$924K	1.15%
21	AEEAmeren	262,190	$923K	1.15%
22	NTESNetEase.com ADR	2,670,439	$921K	1.15%
23	EDConsolidated Edison	185,972	$914K	1.14%
24	CELGCelgene	717,494	$890K	1.11%
25	AMZNAmazon.Com	6,271,350	$888K	1.10%
26	SHOPShopify 'A'	1,007,485	$885K	1.10%
27	KEPKorea Electric Power ADR	48,900	$866K	1.08%
28	MAMastercard Inc-Class A	5,571,123	$843K	1.05%
29	XYLXylem	11,933	$814K	1.01%
30	SGENEURSeattle Genetics	14,964,511	$801K	1.00%
31	TALTal Education Group ADR	25,822,738	$767K	0.95%
32	EDUNew Oriental Education & Technology Sponsored ADR	7,718,376	$726K	0.90%
33	WDAYWorkday Inc	7,089,012	$721K	0.90%
34	EIXEdison International	196,460	$718K	0.89%
35	VVisa Inc-Class A Shares	6,175,680	$704K	0.88%
36	HEIHEICO	200,555	$659K	0.82%
37	GOOGLAlphabet Inc Class A	121,272	$659K	0.82%
38	RYAAYRyanair ADR	6,324,722	$659K	0.82%
39	MKTXMarketAxess Holdings	3,236,958	$653K	0.81%
40	BABAAlibaba Group Holding Sponsored ADR	44,716,351	$633K	0.79%
41	CTRPUSDCtrip.com Intl Sponsored ADR	49,115,174	$629K	0.78%
42	MKLMarkel Corp	539,761	$615K	0.76%
43	ATVIEURActivision Blizzard Inc	971,299	$607K	0.75%
44	DNLIDenali Therapeutics	4,921,783	$603K	0.75%
45	SFIXStitch Fix	1,245,096	$600K	0.75%
46	—Grubhub Inc	8,347,721	$599K	0.75%
47	PCGPG&E Corp	241,899	$597K	0.74%
48	CRMSalesforce.com	5,766,237	$589K	0.73%
49	TSMTSMC ADR	44,811,070	$567K	0.71%
50	WATWaters	2,923,273	$565K	0.70%
51	METAFacebook Cl.A	20,919,778	$550K	0.68%
52	UAUnder Armour Inc Class C	2,899,564	$543K	0.68%
53	EOGEOG Resources	5,032,488	$543K	0.68%
54	RDFNRedfin	998,660	$543K	0.67%
55	ECLEcolab	4,028	$540K	0.67%
56	9990302DApache Corp	12,164,940	$514K	0.64%
57	NEWREURNew Relic	502,353	$513K	0.64%
58	FRCBFirst Republic Bank	5,830,446	$505K	0.63%
59	JDJD.Com Inc - ADR	12,024,652	$498K	0.62%
60	MLMMartin Marietta Materials	2,202,962	$487K	0.61%
61	TSLATesla Inc	12,902,408	$478K	0.59%
62	VRSKVerisk Analytics	4,887,309	$469K	0.58%
63	TMOThermo Fisher Scientific	2,423,018	$460K	0.57%
64	AMTTD Ameritrade Holding Corp	8,990,725	$460K	0.57%
65	AJGAJ Gallagher & Co	7,252,665	$459K	0.57%
66	ALNYAlnylam Pharmaceuticals	3,611,014	$459K	0.57%
67	CHRWCH Robinson Worldwide	5,145,010	$458K	0.57%
68	GKOSGlaukos Corp	970,279	$432K	0.54%
69	RMEResmed Inc	4,915,855	$416K	0.52%
70	TEAMAtlassian Corp Plc	8,896,841	$405K	0.50%
71	ILMNIllumina	17,756,134	$384K	0.48%
72	MTDMettler-Toledo	617,100	$382K	0.48%
73	WABWabtec	4,644,181	$378K	0.47%
74	TERTeradyne	8,824,176	$369K	0.46%
75	—Leucadia National	13,933,127	$369K	0.46%
76	ABMDEURABIOMED	1,949,694	$365K	0.45%
77	IBKRInteractive Brokers Group	6,017,670	$356K	0.44%
78	BIDUNBaidu.com Sponsored ADR	22,819,720	$356K	0.44%
79	ITUBItau Unibanco Holding SA-ADR	27,233,165	$354K	0.44%
80	WUBAUSD58.Com Inc Adr	4,794,007	$343K	0.43%
81	ISIIonis Pharmaceuticals	6,612,301	$333K	0.41%
82	MYGNMyriad Genetics Inc	9,625,846	$331K	0.41%
83	UAAUnder Armour Inc Class A	22,434,793	$324K	0.40%
84	DC4Dexcom Inc	5,550,584	$319K	0.40%
85	SITESiteone Landscape Supply	3,993,011	$306K	0.38%
86	CPACopa Holdings S A	2,247,908	$301K	0.37%
87	IBNICICI Bank ADR	27,779,049	$270K	0.34%
88	RBAGBPRitchie Bros Auctioneers (USA)	9,002,894	$269K	0.34%
89	NBISYandex	7,945,726	$260K	0.32%
90	STLAFiat Chrysler Automobiles	78,283,320	$254K	0.32%
91	RACEFerrari NV	14,824,792	$241K	0.30%
92	BAPCredicorp	1,160,275	$241K	0.30%
93	T77LendingTree	699,522	$238K	0.30%
94	CXCemex ADR	30,135,985	$226K	0.28%
95	HHC*Howard Hughes	1,700,058	$223K	0.28%
96	ATHMAutohome Inc - ADR	3,337,337	$216K	0.27%
97	QSRRestaurant Brands International	3,411,554	$210K	0.26%
98	KEXKirby	3,131,270	$209K	0.26%
99	LECOLincoln Electric Hdg.	2,238,260	$205K	0.25%
100	SRCLStericycle Inc	2,591,720	$176K	0.22%

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