BAILLIE GIFFORD & CO Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$77.0T
Holdings
226
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (226 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAmazon.Com | 4,536,366 | $6.8T | 8.85% | |
| 2 | BABAAlibaba Group Holding Sponsored ADR | 47,311,293 | $6.5T | 8.42% | |
| 3 | ILMNIllumina | 16,078,282 | $4.8T | 6.26% | |
| 4 | TSLATesla Inc | 13,234,382 | $4.4T | 5.72% | |
| 5 | BIDUNBaidu.com Sponsored ADR | 18,113,194 | $2.9T | 3.73% | |
| 6 | GOOGAlphabet Inc Class C | 2,306,270 | $2.4T | 3.10% | |
| 7 | METAFacebook Cl.A | 16,991,073 | $2.2T | 2.89% | |
| 8 | NFLXNetflix Inc | 7,629,879 | $2.0T | 2.65% | |
| 9 | SPOTSpotify Technology SA | 17,565,904 | $2.0T | 2.59% | |
| 10 | MLB1MercadoLibre | 5,208,620 | $1.5T | 1.98% | |
| 11 | RACEFerrari NV | 14,283,321 | $1.4T | 1.84% | |
| 12 | CTRPUSDCtrip.com Intl Sponsored ADR | 48,210,910 | $1.3T | 1.69% | |
| 13 | TALTAL Education Group ADR | 47,409,312 | $1.3T | 1.64% | |
| 14 | ELVAnthem Inc | 4,461,705 | $1.2T | 1.52% | |
| 15 | MAMastercard Inc-Class A | 5,891,766 | $1.1T | 1.44% | |
| 16 | ISRGIntuitive Surgical | 2,182,969 | $1.0T | 1.36% | |
| 17 | TSMTSMC ADR | 26,566,985 | $980.6B | 1.27% | |
| 18 | WDAYWorkday Inc | 6,127,679 | $978.5B | 1.27% | |
| 19 | STLAFiat Chrysler Automobiles | 64,375,636 | $933.3B | 1.21% | |
| 20 | NVDANVIDIA | 6,594,653 | $880.4B | 1.14% | |
| 21 | MKTXMarketAxess Holdings | 4,018,282 | $849.1B | 1.10% | |
| 22 | MCOMoody's Corp | 5,994,948 | $839.5B | 1.09% | |
| 23 | VVisa Inc-Class A Shares | 6,043,924 | $797.4B | 1.04% | |
| 24 | CRMSalesforce.com | 5,391,565 | $738.5B | 0.96% | |
| 25 | —GrubHub Inc | 9,352,030 | $718.3B | 0.93% | |
| 26 | TEAMAtlassian Corp Plc | 7,610,193 | $677.2B | 0.88% | |
| 27 | NTESNetEase.com ADR | 2,867,460 | $674.9B | 0.88% | |
| 28 | 9990302DApache Corp | 24,364,479 | $639.6B | 0.83% | |
| 29 | IBNICICI Bank ADR | 61,840,622 | $636.3B | 0.83% | |
| 30 | DC4Dexcom Inc | 4,929,405 | $590.5B | 0.77% | |
| 31 | FRCBFirst Republic Bank | 6,708,104 | $582.9B | 0.76% | |
| 32 | MKLMarkel Corp | 551,608 | $572.6B | 0.74% | |
| 33 | RMEResMed Inc | 4,846,100 | $551.8B | 0.72% | |
| 34 | TMOThermo Fisher Scientific | 2,369,894 | $530.4B | 0.69% | |
| 35 | AJGAJ Gallagher & Co | 7,143,637 | $526.5B | 0.68% | |
| 36 | SHOPShopify 'A' | 3,788,009 | $524.4B | 0.68% | |
| 37 | KEXKirby | 7,688,593 | $517.9B | 0.67% | |
| 38 | NIONIO Inc ADR | 80,256,394 | $511.2B | 0.66% | |
| 39 | MLMMartin Marietta Materials | 2,931,335 | $503.8B | 0.65% | |
| 40 | RYAAYRyanair ADR | 6,792,319 | $484.6B | 0.63% | |
| 41 | SCIService Corp.Intl. | 11,940,093 | $480.7B | 0.62% | |
| 42 | WATWaters | 2,511,834 | $473.9B | 0.62% | |
| 43 | ISIIonis Pharmaceuticals | 8,750,014 | $473.0B | 0.61% | |
| 44 | RCLRoyal Crbn.Cruises | 4,647,040 | $454.4B | 0.59% | |
| 45 | BAPCredicorp | 2,030,635 | $450.1B | 0.58% | |
| 46 | —Bluebird Bio Inc | 4,529,123 | $449.3B | 0.58% | |
| 47 | CHRWCH Robinson Worldwide | 5,167,259 | $434.5B | 0.56% | |
| 48 | EOGEOG Resources | 4,962,395 | $432.8B | 0.56% | |
| 49 | ITUBItau Unibanco Holding SA-ADR | 44,377,465 | $405.6B | 0.53% | |
| 50 | VRSKVerisk Analytics | 3,595,467 | $392.1B | 0.51% | |
| 51 | AMTTD Ameritrade Holding Corp | 7,868,220 | $385.2B | 0.50% | |
| 52 | SGENEURSeattle Genetics | 6,721,760 | $380.9B | 0.49% | |
| 53 | IBKRInteractive Brokers Group | 6,814,747 | $370.7B | 0.48% | |
| 54 | PBRPetrobras Common ADR | 28,108,128 | $365.7B | 0.48% | |
| 55 | WABWabtec | 5,103,487 | $358.5B | 0.47% | |
| 56 | ZZillow Group Inc Class C | 11,283,450 | $356.3B | 0.46% | |
| 57 | MTDMettler-Toledo | 627,108 | $354.7B | 0.46% | |
| 58 | ABMDEURAbiomed | 1,068,859 | $347.4B | 0.45% | |
| 59 | ALNYAlnylam Pharmaceuticals | 4,746,850 | $346.1B | 0.45% | |
| 60 | WWayfair Inc Class A | 3,773,309 | $339.9B | 0.44% | |
| 61 | UAAUnder Armour Inc Class A | 17,590,526 | $310.8B | 0.40% | |
| 62 | T77LendingTree | 1,390,523 | $305.3B | 0.40% | |
| 63 | RBAGBPRitchie Bros Auctioneers (USA) | 8,976,778 | $293.7B | 0.38% | |
| 64 | MYGNMyriad Genetics Inc | 9,484,944 | $275.7B | 0.36% | |
| 65 | TERTeradyne | 8,563,539 | $268.7B | 0.35% | |
| 66 | ATHMAutohome Inc - ADR | 3,378,601 | $264.3B | 0.34% | |
| 67 | WUBAUSD58.Com Inc Adr | 4,802,970 | $260.4B | 0.34% | |
| 68 | CPACopa Holdings S A | 3,198,998 | $251.8B | 0.33% | |
| 69 | DATATableau Software Class A | 2,060,560 | $247.3B | 0.32% | |
| 70 | JEFJefferies Financial Group Inc | 13,901,018 | $241.3B | 0.31% | |
| 71 | WIXWix Com | 2,626,561 | $237.3B | 0.31% | |
| 72 | CHGGChegg | 8,230,708 | $233.9B | 0.30% | |
| 73 | CMGChipotle Mexican Grill | 504,658 | $217.9B | 0.28% | |
| 74 | BBDBanco Bradesco Pn ADR | 21,015,442 | $207.8B | 0.27% | |
| 75 | JDJD.Com Inc - ADR | 9,875,846 | $206.7B | 0.27% | |
| 76 | ALBAlbemarle Corp | 2,636,011 | $203.2B | 0.26% | |
| 77 | SRCLStericycle Inc | 5,393,108 | $197.9B | 0.26% | |
| 78 | DNOWNow Inc/DE | 15,691,496 | $182.6B | 0.24% | |
| 79 | HHC*Howard Hughes | 1,726,502 | $168.5B | 0.22% | |
| 80 | CXCemex ADR | 34,061,771 | $164.2B | 0.21% | |
| 81 | WSOWatsco Inc | 1,112,542 | $154.8B | 0.20% | |
| 82 | NVCRNovocure Ltd | 4,498,524 | $150.6B | 0.20% | |
| 83 | TTDThe Trade Desk | 1,239,786 | $143.9B | 0.19% | |
| 84 | SITESiteOne Landscape Supply | 2,602,828 | $143.9B | 0.19% | |
| 85 | HDBHDFC Bank ADR | 1,331,300 | $137.9B | 0.18% | |
| 86 | GOOGLAlphabet Inc Class A | 125,657 | $131.3B | 0.17% | |
| 87 | DNLIDenali Therapeutics | 6,227,724 | $128.7B | 0.17% | |
| 88 | VRTXVertex Pharmaceuticals | 727,162 | $120.5B | 0.16% | |
| 89 | AMDAdvanced Micro Devices | 6,200,000 | $114.5B | 0.15% | |
| 90 | PENPenumbra Inc | 906,022 | $110.7B | 0.14% | |
| 91 | TMETencent Music Entertainment ADR | 8,196,089 | $108.4B | 0.14% | |
| 92 | CSGPCoStar Group | 319,879 | $107.9B | 0.14% | |
| 93 | FTVFortive Corp | 1,550,553 | $104.9B | 0.14% | |
| 94 | P5YBRF SA-ADR | 17,336,132 | $98.5B | 0.13% | |
| 95 | GKOSGlaukos Corp | 1,725,483 | $96.9B | 0.13% | |
| 96 | —Ellie Mae | 1,360,791 | $85.5B | 0.11% | |
| 97 | NEWREURNew Relic | 1,003,745 | $81.3B | 0.11% | |
| 98 | ATVIEURActivision Blizzard Inc | 1,733,278 | $80.7B | 0.10% | |
| 99 | MMYTMakeMyTrip | 3,222,819 | $78.4B | 0.10% | |
| 100 | PDDPinduoduo Inc ADR | 3,401,234 | $76.3B | 0.10% |
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