BAILLIE GIFFORD & CO Q4 2021 Filing

Filed January 20, 2022

Portfolio Value

$182.2M

Holdings

499

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (499 positions)

#	Stock	Shares	Value	% Portfolio
1	AXGNAxogen Inc	251,435	$2.4M	1.29%
2	ELVAnthem Inc	4,582,312	$2.1M	1.17%
3	GOOGAlphabet Inc Class C	674,431	$2.0M	1.07%
4	WWayfair Inc Class A	10,249,184	$1.9M	1.07%
5	MLMMartin Marietta Materials	4,342,622	$1.9M	1.05%
6	ALNYAlnylam Pharmaceuticals	10,616,751	$1.8M	0.99%
7	KLDOKaleido Biosciences Inc	721,512	$1.7M	0.95%
8	TWLOTwilio Inc	6,456,068	$1.7M	0.93%
9	NETCloudflare Inc	28,372,963	$1.6M	0.88%
10	KOCoca Cola	871,644	$1.5M	0.83%
11	ZMZoom Video Communications Inc	7,830,114	$1.4M	0.79%
12	AMZNAmazon.Com	2,092,297	$1.4M	0.78%
13	AFRMAffirm Holdings Inc Class A	13,829,938	$1.4M	0.76%
14	ABMDEURAbiomed	3,839,980	$1.4M	0.76%
15	AJGAJ Gallagher & Co	8,120,836	$1.4M	0.76%
16	SNOWSnowflake Inc	3,996,279	$1.4M	0.74%
17	MCDMcDonald's	170,549	$1.3M	0.72%
18	ILMNIllumina	20,480,537	$1.3M	0.71%
19	SCIService Corp.Intl.	18,027,562	$1.3M	0.70%
20	MSFTMicrosoft	6,950,642	$1.3M	0.69%
21	MLB1MercadoLibre	4,957,539	$1.2M	0.68%
22	CPNGCoupang	64,615,222	$1.2M	0.67%
23	CBRECbre Group Inc	11,138,692	$1.2M	0.66%
24	DDOGDatadog	6,669,798	$1.2M	0.65%
25	SPOTSpotify Technology SA	22,136,902	$1.2M	0.65%
26	SMMTSummit Therapeutics New Listing	436,512	$1.2M	0.64%
27	SESEA Ltd ADR	9,999,979	$1.2M	0.64%
28	MAMastercard Inc-Class A	3,237,632	$1.2M	0.64%
29	DC4Dexcom Inc	4,509,186	$1.1M	0.63%
30	TTDThe Trade Desk	53,353,398	$1.1M	0.63%
31	ELEstee Lauder 'A'	3,064,890	$1.1M	0.62%
32	PTONPeloton Interactive Inc	31,609,257	$1.1M	0.62%
33	PBRPetrobras Common ADR	102,906,286	$1.1M	0.62%
34	MCOMoody's Corp	5,462,127	$1.1M	0.62%
35	CSGPCoStar Group	14,192,597	$1.1M	0.62%
36	ONCBeiGene Ltd	4,123,899	$1.1M	0.61%
37	DASHDoordash Inc	7,389,416	$1.1M	0.60%
38	METAMeta Platforms Inc	7,728,607	$1.1M	0.60%
39	RYAAYRyanair ADR	10,637,848	$1.1M	0.60%
40	TERTeradyne	6,494,712	$1.1M	0.58%
41	CVNACarvana	9,655,855	$1.1M	0.58%
42	ALBAlbemarle Corp	4,448,609	$1.0M	0.57%
43	NFLXNetflix Inc	7,820,645	$1.0M	0.57%
44	TXG10X Genomics Inc Class A	6,878,377	$1.0M	0.56%
45	FTCHQFarfetch	30,400,596	$1.0M	0.56%
46	PGProcter & Gamble	658,306	$1.0M	0.56%
47	—Blue Apron Holdings Inc	148,506	$999K	0.55%
48	TDOCTeladoc	10,877,063	$999K	0.55%
49	TMOThermo Fisher Scientific	1,491,092	$995K	0.55%
50	NVDANVIDIA	18,259,244	$979K	0.54%
51	NIONIO Inc ADR	88,858,365	$974K	0.53%
52	CRMSalesforce.com	3,780,971	$961K	0.53%
53	LYELLyell Immunopharma Inc	723,370	$957K	0.52%
54	STROSutro Biopharma	1,855,250	$951K	0.52%
55	FRCBFirst Republic Bank	4,563,102	$942K	0.52%
56	WDAYWorkday Inc	8,824,543	$939K	0.52%
57	MTDMettler-Toledo	538,094	$913K	0.50%
58	VRNSVaronis Systems Inc	18,691	$912K	0.50%
59	DNAGinkgo Bioworks Holdings Inc	109,450,171	$910K	0.50%
60	SITESiteOne Landscape Supply	3,734,592	$905K	0.50%
61	CARGCargurus Inc	26,814	$902K	0.49%
62	—Uxin ADR	1,776,100	$894K	0.49%
63	SIXEURSix Flags Entertainment Corp	371,260	$893K	0.49%
64	SPGIS&P Global Inc	1,889,039	$891K	0.49%
65	TSMTSMC ADR	7,376,122	$887K	0.49%
66	WPMWheaton Precious Metals	20,416	$876K	0.48%
67	—FirstCash Holdings Inc	206,551	$873K	0.48%
68	—Unity Biotechnology Inc	589,111	$860K	0.47%
69	BEAMBeam Therapeutics	10,673	$851K	0.47%
70	ROKURoku	3,644,405	$832K	0.46%
71	D0ADada Nexus Ltd ADR	7,979,254	$827K	0.45%
72	BKNGBooking Holdings Inc	344,195	$826K	0.45%
73	PEPPepsico	502,396	$824K	0.45%
74	AAPLApple	472,410	$795K	0.44%
75	RCLRoyal Caribbean Cruises	180,957	$787K	0.43%
76	CHWYChewy Inc	13,302,667	$784K	0.43%
77	TEAMAtlassian Corp Plc	5,688,570	$762K	0.42%
78	BRBroadridge Finl.Sltn.	4,139,707	$757K	0.42%
79	ZLABZai Lab ADR	5,138,846	$736K	0.40%
80	BANDBandwidth	10,179	$731K	0.40%
81	TSLATesla Inc	10,798,014	$725K	0.40%
82	MKTXMarketAxess Holdings	1,758,918	$723K	0.40%
83	AXONAxon Enterprise Inc	4,598,695	$722K	0.40%
84	NVCRNovocure Ltd	9,615,168	$722K	0.40%
85	—OneConnect Financial Technology ADR	3,024,439	$719K	0.39%
86	BABAAlibaba Group Holding Sponsored ADR	5,880,538	$699K	0.38%
87	PDDPinduoduo Inc ADR	29,101,766	$694K	0.38%
88	AMTAmerican Tower Corp REIT	2,330	$682K	0.37%
89	CHRWCH Robinson Worldwide	653,871	$680K	0.37%
90	DNLIDenali Therapeutics	15,056,381	$672K	0.37%
91	MRNAModerna Inc	45,772,079	$663K	0.36%
92	ADIAnalog Devices	395,498	$659K	0.36%
93	ZZillow Group Inc Class C	10,303,636	$658K	0.36%
94	OZONOzon Holdings	2,884,061	$656K	0.36%
95	WSOWatsco Inc	2,086,034	$653K	0.36%
96	FRPTFreshpet Inc	6,830	$651K	0.36%
97	SCHWCharles Schwab	7,506,268	$631K	0.35%
98	SG7Sage Therapeutics Inc	90,372	$622K	0.34%
99	LAWCS Disco Inc	17,411	$622K	0.34%
100	AMWLAmerican Well Corp Class A	619,278	$588K	0.32%

Page 1 of 6Next