BAILLIE GIFFORD & CO Q4 2020 Filing

Filed February 10, 2021

Portfolio Value

$179.7B

Holdings

429

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (429 positions)

#	Stock	Shares	Value	% Portfolio
1	MAMastercard Inc-Class A	5,838,563	$2.1B	1.16%
2	SESEA Ltd ADR	8,869,964	$1.8B	0.98%
3	SMMTSummit Therapeutics New Listing	372,261	$1.7B	0.97%
4	WWayfair Inc Class A	7,685,727	$1.7B	0.97%
5	GOOGAlphabet Inc Class C	1,983,092	$1.6B	0.89%
6	MCOMoody's Corp	5,426,323	$1.6B	0.88%
7	BIDUNBaidu.com Sponsored ADR	3,948,022	$1.6B	0.87%
8	ISRGIntuitive Surgical	1,910,477	$1.6B	0.87%
9	MSFTMicrosoft	6,860,324	$1.5B	0.85%
10	TDOCTeladoc	7,238,667	$1.4B	0.81%
11	CHGGChegg	15,985,840	$1.4B	0.80%
12	NVCRNovocure Ltd	8,261,075	$1.4B	0.80%
13	CVNACarvana	5,806,161	$1.4B	0.77%
14	TTDThe Trade Desk	2,912,374	$1.3B	0.73%
15	MLB1MercadoLibre	4,751,724	$1.3B	0.71%
16	ELVAnthem Inc	3,951,669	$1.3B	0.71%
17	CRMSalesforce.com	5,614,737	$1.2B	0.70%
18	MRNAModerna Inc	24,312,271	$1.2B	0.69%
19	ALNYAlnylam Pharmaceuticals	9,132,422	$1.2B	0.66%
20	METAFacebook Cl.A	11,157,044	$1.2B	0.66%
21	NVDANVIDIA	4,692,373	$1.2B	0.65%
22	CHRWCH Robinson Worldwide	570,605	$1.1B	0.62%
23	ZMZoom Video Communications Inc	6,605,021	$1.1B	0.62%
24	ONCBeiGene Ltd	4,247,827	$1.1B	0.61%
25	BEKEKE Holdings ADR	17,631,431	$1.1B	0.60%
26	ROKURoku	3,132,766	$1.0B	0.58%
27	DNLIDenali Therapeutics	12,190,256	$1.0B	0.57%
28	TMOThermo Fisher Scientific	2,181,583	$1.0B	0.57%
29	TWLOTwilio Inc	2,992,072	$1.0B	0.56%
30	ADIAnalog Devices	335,536	$1.0B	0.56%
31	—Bluebird Bio Inc	23,325	$1.0B	0.56%
32	ZZillow Group Inc Class C	7,745,166	$1.0B	0.56%
33	RCLRoyal Caribbean Cruises	252,000	$1.0B	0.56%
34	NETCloudflare Inc	29,862,238	$996.1M	0.55%
35	APPNAppian Corp	6,142,402	$995.6M	0.55%
36	ABMDEURAbiomed	3,041,827	$986.2M	0.55%
37	AJGAJ Gallagher & Co	7,962,276	$985.0M	0.55%
38	TSMTSMC ADR	8,931,444	$973.9M	0.54%
39	ILMNIllumina	19,834,762	$966.7M	0.54%
40	TERTeradyne	7,906,303	$947.9M	0.53%
41	WIXWix Com	3,285,177	$938.0M	0.52%
42	NEENextEra Energy	12,056	$930.0M	0.52%
43	NFLXNetflix Inc	8,121,618	$925.1M	0.51%
44	WDAYWorkday Inc	8,308,544	$913.7M	0.51%
45	MKTXMarketAxess Holdings	1,593,978	$909.5M	0.51%
46	FTCHQFarfetch	14,154,162	$903.2M	0.50%
47	KOCoca Cola	893,158	$895.1M	0.50%
48	NTESNetEase.com ADR	9,001,333	$862.1M	0.48%
49	TSLATesla Inc	27,304,170	$845.2M	0.47%
50	MCDMcDonald's	177,176	$834.2M	0.46%
51	BABAAlibaba Group Holding Sponsored ADR	25,069,408	$830.9M	0.46%
52	—Blue Apron Holdings Inc	148,506	$830.0M	0.46%
53	PTONPeloton Interactive Inc	15,983,896	$822.8M	0.46%
54	PEOExelon Corporation	19,387	$819.0M	0.46%
55	TMETencent Music Entertainment ADR	42,552,448	$818.7M	0.46%
56	ELEstee Lauder 'A'	3,045,535	$810.7M	0.45%
57	JDJD.Com Inc - ADR	1,871,356	$807.8M	0.45%
58	DC4Dexcom Inc	5,453,844	$791.5M	0.44%
59	FTSFortis	18,837	$769.0M	0.43%
60	MLMMartin Marietta Materials	2,701,126	$767.0M	0.43%
61	BKNGBooking Holdings Inc	336,474	$749.4M	0.42%
62	VIRVir Biotechnology Inc	3,744,948	$712.7M	0.40%
63	CBRECbre Group Inc	11,141,718	$698.8M	0.39%
64	ALECAlector Inc	122,406	$696.2M	0.39%
65	MTDMettler-Toledo	598,272	$681.8M	0.38%
66	BYNDBeyond Meat Inc	5,322,371	$665.3M	0.37%
67	RMEResMed	3,081,254	$655.0M	0.36%
68	RUBYUSDRubius Therapeutics Inc	4,710,061	$628.2M	0.35%
69	—Vyne Therapeutics Inc	395,049	$624.0M	0.35%
70	BRBroadridge Finl.Sltn.	4,067,731	$623.2M	0.35%
71	FRCBFirst Republic Bank	4,220,308	$620.1M	0.35%
72	ALBAlbemarle Corp	4,196,156	$619.0M	0.34%
73	TJXTJX Companies	215,250	$617.1M	0.34%
74	D0ADada Nexus Ltd ADR	6,280,844	$615.9M	0.34%
75	PDDPinduoduo Inc ADR	25,369,450	$610.5M	0.34%
76	DDOGDatadog	6,121,892	$602.6M	0.34%
77	FUODolby Laboratories 'A'	293,157	$599.9M	0.33%
78	CHWYChewy Inc	6,640,404	$596.9M	0.33%
79	RDFNRedfin	8,616,479	$591.3M	0.33%
80	PBRPetrobras Common ADR	52,629,207	$591.0M	0.33%
81	SITESiteOne Landscape Supply	3,650,989	$579.2M	0.32%
82	SGENUSDSeagen Inc	3,243,779	$568.1M	0.32%
83	SPOTSpotify Technology SA	20,795,970	$558.2M	0.31%
84	LYFTLyft Inc Class A Common	11,229,613	$551.7M	0.31%
85	STLAFiat Chrysler Automobiles	29,705,863	$532.8M	0.30%
86	SCIService Corp.Intl.	10,832,692	$531.9M	0.30%
87	AXONAxon Enterprise Inc	4,329,299	$530.5M	0.30%
88	ZLABZai Lab ADR	3,850,149	$521.1M	0.29%
89	TEAMAtlassian Corp Plc	6,576,802	$519.4M	0.29%
90	LULUFAX Holdings LTD	17,042,960	$503.7M	0.28%
91	—Uxin ADR	1,776,100	$494.1M	0.27%
92	SIMOSilicon Motion Technology ADR	581,441	$490.5M	0.27%
93	CSCOCisco Systems	610,056	$486.8M	0.27%
94	TROWT. Rowe Price	177,441	$478.4M	0.27%
95	AMZNAmazon.Com	3,197,240	$467.6M	0.26%
96	RACEFerrari NV	11,792,320	$464.6M	0.26%
97	CFRCullen/Frost Bankers	239,337	$460.4M	0.26%
98	MKLMarkel Corp	428,362	$442.6M	0.25%
99	CSGPCoStar Group	477,695	$441.5M	0.25%
100	MDTMedtronic	208,747	$436.0M	0.24%

Page 1 of 5Next