BAILLIE GIFFORD & CO Q4 2020 Filing

Filed February 10, 2021

Portfolio Value

$179.7T

Holdings

429

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (429 positions)

#StockSharesValue% PortfolioType
1
TSLATesla Inc
27,304,170$19.3T10.72%
2
AMZNAmazon.Com
3,197,240$10.4T5.80%
3
MLB1MercadoLibre
4,751,724$8.0T4.43%
4
ILMNIllumina
19,834,762$7.3T4.08%
5
SPOTSpotify Technology SA
20,795,970$6.5T3.64%
6
SHOPShopify 'A'
5,724,739$6.5T3.61%
7
BABAAlibaba Group Holding Sponsored ADR
25,069,408$5.8T3.25%
8
NIONIO Inc ADR
107,907,768$5.3T2.93%
9
PDDPinduoduo Inc ADR
25,369,450$4.5T2.51%
10
NFLXNetflix Inc
8,121,618$4.4T2.44%
11
GOOGAlphabet Inc Class C
1,983,092$3.5T1.93%
12
METAFacebook Cl.A
11,157,044$3.0T1.70%
13
TALTAL Education Group ADR
41,107,547$2.9T1.64%
14
RACEFerrari NV
11,792,320$2.7T1.51%
15
MRNAModerna Inc
24,312,271$2.5T1.41%
16
NVDANVIDIA
4,692,373$2.5T1.36%
17
PTONPeloton Interactive Inc
15,983,896$2.4T1.35%
18
TTDThe Trade Desk
2,912,374$2.3T1.30%
19
NETCloudflare Inc
29,862,238$2.3T1.26%
20
ZMZoom Video Communications Inc
6,605,021$2.2T1.24%
21
MAMastercard Inc-Class A
5,838,563$2.1T1.16%
22
DC4Dexcom Inc
5,453,844$2.0T1.12%
23
WDAYWorkday Inc
8,308,544$2.0T1.11%
24
SESEA Ltd ADR
8,869,964$1.8T0.98%
25
WWayfair Inc Class A
7,685,727$1.7T0.97%
26
MCOMoody's Corp
5,426,323$1.6T0.88%
27
ISRGIntuitive Surgical
1,910,477$1.6T0.87%
28
TEAMAtlassian Corp Plc
6,576,802$1.5T0.86%
29
MSFTMicrosoft
6,860,324$1.5T0.85%
30
TDOCTeladoc
7,238,667$1.4T0.81%
31
CHGGChegg
15,985,840$1.4T0.80%
32
NVCRNovocure Ltd
8,261,075$1.4T0.80%
33
CVNACarvana
5,806,161$1.4T0.77%
34
ELVAnthem Inc
3,951,669$1.3T0.71%
35
CRMSalesforce.com
5,614,737$1.2T0.70%
36
ALNYAlnylam Pharmaceuticals
9,132,422$1.2T0.66%
37
RYAAYRyanair ADR
10,492,639$1.2T0.64%
38
ONCBeiGene Ltd
4,247,827$1.1T0.61%
39
BEKEKE Holdings ADR
17,631,431$1.1T0.60%
40
ROKURoku
3,132,766$1.0T0.58%
41
DNLIDenali Therapeutics
12,190,256$1.0T0.57%
42
TMOThermo Fisher Scientific
2,181,583$1.0T0.57%
43
TWLOTwilio Inc
2,992,072$1.0T0.56%
44
ZZillow Group Inc Class C
7,745,166$1.0T0.56%
45
APPNAppian Corp
6,142,402$995.6B0.55%
46
ABMDEURAbiomed
3,041,827$986.2B0.55%
47
AJGAJ Gallagher & Co
7,962,276$985.0B0.55%
48
TSMTSMC ADR
8,931,444$973.9B0.54%
49
TERTeradyne
7,906,303$947.9B0.53%
50
MKTXMarketAxess Holdings
1,593,978$909.5B0.51%
51
FTCHQFarfetch
14,154,162$903.2B0.50%
52
NTESNetEase.com ADR
9,001,333$862.1B0.48%
53
BIDUNBaidu.com Sponsored ADR
3,948,022$853.7B0.48%
54
WIXWix Com
3,285,177$821.2B0.46%
55
TMETencent Music Entertainment ADR
42,552,448$818.7B0.46%
56
ELEstee Lauder 'A'
3,045,535$810.7B0.45%
57
MLMMartin Marietta Materials
2,701,126$767.0B0.43%
58
BKNGBooking Holdings Inc
336,474$749.4B0.42%
59
CBRECbre Group Inc
11,141,718$698.8B0.39%
60
MTDMettler-Toledo
598,272$681.8B0.38%
61
BYNDBeyond Meat Inc
5,322,371$665.3B0.37%
62
RMEResMed
3,081,254$655.0B0.36%
63
BRBroadridge Finl.Sltn.
4,067,731$623.2B0.35%
64
FRCBFirst Republic Bank
4,220,308$620.1B0.35%
65
ALBAlbemarle Corp
4,196,156$619.0B0.34%
66
DDOGDatadog
6,121,892$602.6B0.34%
67
CHWYChewy Inc
6,640,404$596.9B0.33%
68
RDFNRedfin
8,616,479$591.3B0.33%
69
PBRPetrobras Common ADR
52,629,207$591.0B0.33%
70
SITESiteOne Landscape Supply
3,650,989$579.2B0.32%
71
SGENUSDSeagen Inc
3,243,779$568.1B0.32%
72
LYFTLyft Inc Class A Common
11,229,613$551.7B0.31%
73
STLAFiat Chrysler Automobiles
29,705,863$532.8B0.30%
74
SCIService Corp.Intl.
10,832,692$531.9B0.30%
75
AXONAxon Enterprise Inc
4,329,299$530.5B0.30%
76
ZLABZai Lab ADR
3,850,149$521.1B0.29%
77
MKLMarkel Corp
428,362$442.6B0.25%
78
CSGPCoStar Group
477,695$441.5B0.25%
79
IBNICICI Bank ADR
29,251,281$434.7B0.24%
80
ZGZillow Group Inc Class A
3,179,466$432.2B0.24%
81
VRMUSDVroom Inc
9,868,922$404.3B0.23%
82
LMNDLemonade Inc
3,282,302$402.1B0.22%
83
VALEVale SA ADR
23,772,868$398.4B0.22%
84
WSOWatsco Inc
1,740,312$394.3B0.22%
85
RBAGBPRitchie Bros Auctioneers (USA)
5,654,247$393.3B0.22%
86
CPACopa Holdings S A
5,001,036$386.2B0.21%
87
GOOGLAlphabet Inc Class A
217,387$381.0B0.21%
88
T77LendingTree
1,348,694$369.3B0.21%
89
GKOSGlaukos Corp
4,864,524$366.1B0.20%
90
JMIAJumia Technologies Ag ADR
8,957,703$361.4B0.20%
91
EOGEOG Resources
7,159,063$357.0B0.20%
92
SRCLStericycle Inc
4,765,211$330.4B0.18%
93
WORKSlack Technologies Inc
7,727,803$326.4B0.18%
94
KCKingsoft Cloud Holdings Ltd ADR
7,346,496$319.9B0.18%
95
SFIXStitch Fix
5,211,686$306.0B0.17%
96
JEFJefferies Financial Group Inc
12,231,542$300.9B0.17%
97
ATHMAutohome Inc - ADR
2,987,789$297.6B0.17%
98
BAPCredicorp
1,813,831$297.5B0.17%
99
SNOWSnowflake Inc
993,901$279.7B0.16%
100
CVACCureVac N.V. - Converted at IPO
3,428,350$277.9B0.15%
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