BAILLIE GIFFORD & CO Q4 2019 Filing

Filed February 10, 2020

Portfolio Value

$103.5B

Holdings

226

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (226 positions)

#StockSharesValue% PortfolioType
101
ALBAlbemarle Corp
4,441,007$324.4M0.31%
102
SRCLStericycle Inc
5,012,431$319.8M0.31%
103
ROKURoku
2,367,078$317.0M0.31%
104
2U
1,959,877$311.8M0.30%
105
AXONAxon Enterprise Inc
4,188,918$307.0M0.30%
106
WABWabtec
3,796,440$295.4M0.29%
107
EWEdwards Lifesciences Corp
1,256$293.0M0.28%
108
WSOWatsco Inc
1,602,471$288.7M0.28%
109
WUBAUSD58.Com Inc Adr
4,445,209$287.7M0.28%
110
JEFJefferies Financial Group Inc
13,002,025$277.9M0.27%
111
BBDBanco Bradesco Pn ADR
28,939,290$259.0M0.25%
112
ATHMAutohome Inc - ADR
3,198,251$255.9M0.25%
113
BitAuto Holdings Ltd - ADR
16,750$249.0M0.24%
114
CSGPCoStar Group
410,532$245.6M0.24%
115
MYGNMyriad Genetics Inc
8,965,178$244.1M0.24%
116
BMTABritish Amer.Tobacco - ADR
219,600$244.1M0.24%
117
ARIApollo Commercial Real Estate Finance REIT
12,100$221.0M0.21%
118
MBTGBPMobile Telesystems ADR
21,100$214.0M0.21%
119
MLB1MercadoLibre
4,401,845$206.8M0.20%
120
HHC*Howard Hughes
1,609,058$204.0M0.20%
121
GKOSGlaukos Corp
3,577,069$194.8M0.19%
122
GOOGLAlphabet Inc Class A
142,532$190.9M0.18%
123
TMETencent Music Entertainment ADR
16,158,076$189.7M0.18%
124
JDJD.Com Inc - ADR
5,001,092$176.2M0.17%
125
RDFNRedfin
8,001,769$169.2M0.16%
126
ZMZoom Video Communications Inc
2,463,345$167.6M0.16%
127
NLYEURAnnaly Capital Man.
17,762$167.0M0.16%
128
ZGZillow Group Inc Class A
3,611,583$165.2M0.16%
129
PENPenumbra Inc
973,126$159.9M0.15%
130
LYFTLyft Inc Class A Common
3,684,762$158.5M0.15%
131
WPMWheaton Precious Metals
5,310$158.0M0.15%
132
SVJTYSeverstal GDR Reg S
10,286$156.0M0.15%
133
CXCemex ADR
41,165,977$155.6M0.15%
134
YEXTYext Inc
10,586,492$152.7M0.15%
135
HDBHDFC Bank ADR
2,377,579$150.7M0.15%
136
FTVFortive Corp
1,947,780$148.8M0.14%
137
APPNAppian Corp
3,578,540$136.7M0.13%
138
DNLIDenali Therapeutics
7,590,247$132.2M0.13%
139
ZLABZai Lab ADR
3,039,700$126.4M0.12%
140
DNOWNow Inc/DE
10,519,170$118.2M0.11%
141
Bluebird Bio Inc
695,608$114.0M0.11%
142
TRGPTarga Resources
2,599$106.0M0.10%
143
KOCoca Cola
1,165,472$100.5M0.10%
144
PLANUSDAnaplan Inc Common
1,871,644$98.1M0.09%
145
PGProcter & Gamble
485,952$94.7M0.09%
146
HCATHealth Catalyst Inc
2,492$86.0M0.08%
147
SESEA Ltd ADR
2,043,646$82.2M0.08%
148
AGIOAgios Pharmaceuticals
1,709$82.0M0.08%
149
FASTFastenal
2,145,502$79.3M0.08%
150
PEPPepsico
369,340$78.4M0.08%
151
MMYTMakeMyTrip
3,306,787$75.7M0.07%
152
RBAGBPRitchie Bros. Auctioneers
1,704,518$73.2M0.07%
153
TerraForm Power
2,377,153$72.5M0.07%
154
PJXPetrobras Pref ADR
4,743,773$70.8M0.07%
155
3M4Masimo Corp
438$69.0M0.07%
156
STAAStaar Surgical
1,942,929$68.3M0.07%
157
EXASExact Sciences
720,494$66.6M0.06%
158
CHRWCH Robinson Worldwide
522,563$63.8M0.06%
159
PCRXPacira BioSciences
1,387,445$62.9M0.06%
160
JMIAJumia Technologies Ag ADR
9,242,106$62.2M0.06%
161
UPSUnited Parcel Service
343,413$62.2M0.06%
162
CDXSCodexis
3,788,034$60.6M0.06%
163
ADIAnalog Devices
309,220$56.7M0.05%
164
SPLKCHFSplunk Inc
353,377$52.9M0.05%
165
TRUPTrupanion
1,377,130$51.6M0.05%
166
MCDMcDonald's
166,756$50.9M0.05%
167
JPXAerovironment
817,695$50.5M0.05%
168
ONCBeigene Ltd
288,675$47.9M0.05%
169
BZUNBaozun Spn Adr 1:1
1,384,117$45.8M0.04%
170
TJXTJX Companies
713,166$43.5M0.04%
171
IPGPIPG Photonics Corp
290,107$42.0M0.04%
172
IRBTQiRobot
815,864$41.3M0.04%
173
CyberArk Software Ltd
348,623$40.6M0.04%
174
SWAVUSDShockWave Medical Inc
891$39.0M0.04%
175
RAMPLiveramp Holdings Inc
803,200$38.6M0.04%
176
ORTXUSDOrchard Therapeutics PLC ADR
2,740,000$37.7M0.04%
177
National Instruments Corp
889,324$37.7M0.04%
178
ALECAlector Inc
2,072$36.0M0.03%
179
KMXCarMax Inc
407,830$35.8M0.03%
180
BLBlackline
686,261$35.4M0.03%
181
SG7Sage Therapeutics Inc
490$35.0M0.03%
182
ELEstee Lauder 'A'
164,334$33.9M0.03%
183
LINTA 4 11/15/29LIBERTY MEDIA CORP
34,273,000$28.3M0.03%
184
BMABanco Macro ADR
756,438$27.4M0.03%
185
Unity Biotechnology Inc
3,803,014$27.4M0.03%
186
TNDMTandem Diabetes Care
434,700$25.9M0.03%
187
HEIHEICO
226,236$25.8M0.02%
188
AMBAAmbarella
412,845$25.0M0.02%
189
DMRCDigimarc
722,487$24.2M0.02%
190
EVEREverQuote Inc
627,181$21.5M0.02%
191
FTCHQFarfetch
2,046,721$21.2M0.02%
192
FAROFaro Technologies
420,162$21.2M0.02%
193
KEPKorea Electric Power ADR
97,300$21.1M0.02%
194
BNFTEURBenefitfocus Inc
902,162$19.8M0.02%
195
AXPAmerican Express
148,313$18.5M0.02%
196
AXGNAxogen Inc
1,031,717$18.5M0.02%
197
VECOVeeco Instruments
1,236,479$18.2M0.02%
198
SSYSStratasys
855,009$17.3M0.02%
199
ZUOUSDZuora Inc Class A
1,200,192$17.2M0.02%
200
GGALGrupo Financiero Galicia ADR
1,024,111$16.6M0.02%
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