What did Baillie Gifford & Company Sell in Q3 2020?

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13F reports – Q3 2020
Brookfield Asset Management amendmentBruce Flatt16 Feb, 2021
Berkshire Hathaway amendmentCharlie Munger , Warren Buffett 16 Feb, 2021
Lone Pine Capital amendmentStephen Mandel 16 Feb, 2021
Centerbridge Partners amendmentMark Gallogly , Jeffrey Aronson 02 Feb, 2021
Land & Buildings Investment Management amendmentJonathan Litt19 Nov, 2020
Centerbridge Partners Mark Gallogly , Jeffrey Aronson 16 Nov, 2020
Land & Buildings Investment Management amendmentJonathan Litt16 Nov, 2020
Dragoneer Investment Group Marc Stad16 Nov, 2020
Kingstown Capital Michael Blitzer 16 Nov, 2020
Hound Partners Jonathan Auerbach 16 Nov, 2020
AQR Capital Management Cliff Asness16 Nov, 2020
Bares Capital Management Brian Bares 16 Nov, 2020
Abdiel Capital Advisors Colin Moran, Geoffrey Gentile16 Nov, 2020
Greenlight Capital David Einhorn 16 Nov, 2020
ValueAct Holdings Jeffrey Ubben 16 Nov, 2020
Land & Buildings Investment Management Jonathan Litt16 Nov, 2020
Gates Capital Management Jeffrey Gates 16 Nov, 2020
Perceptive Advisors Joseph Edelman 16 Nov, 2020
RA Capital Management Peter Kolchinsky 16 Nov, 2020
Paulson & Co. John Paulson 16 Nov, 2020
Whale Rock Capital Management Alex Sacerdote16 Nov, 2020
RBS Partners Eddie Lampert 16 Nov, 2020
Fairholme Capital Management Bruce Berkowitz 16 Nov, 2020
Lone Pine Capital Stephen Mandel 16 Nov, 2020
Altimeter Capital Management Brad Gerstner16 Nov, 2020
Orbimed Advisors Sven Borho, Carl Gordon16 Nov, 2020
Valley Forge Capital Management Dev Kantesaria 16 Nov, 2020
Glenview Capital Management Larry Robbins 16 Nov, 2020
Punch Card Capital Norbert Lou 16 Nov, 2020
MSD Capital Glenn Fuhrman , John Phelan 16 Nov, 2020
Teton Capital Partners Quincy Lee 16 Nov, 2020
MHR Fund Management Mark Rachesky 16 Nov, 2020
Nantahala Capital Management Wilmot B. Harkey , Daniel Mack 16 Nov, 2020
Citadel Advisors 16 Nov, 2020
Baker Brothers Advisors 16 Nov, 2020
Southeastern Asset Management Mason Hawkins 16 Nov, 2020
Berkshire Hathaway Charlie Munger , Warren Buffett 16 Nov, 2020
Chou Associates Management Francis Chou 16 Nov, 2020
Duquesne Family Office Stanley Druckenmiller 16 Nov, 2020
Par Capital Management Edward Shapiro , Paul Reeder 16 Nov, 2020
Broad Run Investment Management Brian E. Macauley , David S. Rainey 16 Nov, 2020
GoldenTree Asset Management amendmentSteve Tananbaum 16 Nov, 2020
Coatue Management 16 Nov, 2020
Robotti & Company Robert Robotti 16 Nov, 2020
Moab Capital Partners Michael M. Rothenberg , David Sackler 16 Nov, 2020
Brookfield Asset Management Bruce Flatt16 Nov, 2020
TCI Fund Management Chris Hohn 16 Nov, 2020
Salzman & Co. Stephen B. Salzman 16 Nov, 2020
Scion Asset Management Michael J. Burry 16 Nov, 2020
Brave Warrior Advisors Glenn Greenberg 16 Nov, 2020
D1 Capital Partners Daniel Sundheim16 Nov, 2020
Raffles Associates Paul O'Leary 16 Nov, 2020
CAS Investment Partners 16 Nov, 2020
Greenlea Lane 16 Nov, 2020
Himalaya Capital Management Li Lu 13 Nov, 2020
Conifer Management Gregory Alexander13 Nov, 2020
Cannell Capital J. Carlo Cannell 13 Nov, 2020
Alkeon Capital Management Panayotis Sparaggis13 Nov, 2020
International Value Advisers Charles de Vaulx 13 Nov, 2020
Third Point Dan Loeb 13 Nov, 2020
3G Capital Partners Jorge Paulo Lemann , Alex Behring 13 Nov, 2020
Long Pond Capital John Khoury13 Nov, 2020
Soros Fund Management George Soros , Robert Soros 13 Nov, 2020
Aquamarine Capital Management Guy Spier 13 Nov, 2020
Icahn Capital Carl Icahn 13 Nov, 2020
Baupost Group Seth Klarman 13 Nov, 2020
Miura Global Management Pasco Alfaro 13 Nov, 2020
Renaissance Technologies Jim Simons13 Nov, 2020
Altai Capital Management Toby Symonds 13 Nov, 2020
Sachem Head Capital Scott Ferguson 13 Nov, 2020
Abrams Capital Management David Abrams 13 Nov, 2020
Avenir Corp James H. Rooney , Peter C. Keefe 13 Nov, 2020
RV Capital 13 Nov, 2020
Wedgewood Partners Tony Guerrerio , David Rolfe 13 Nov, 2020
Giverny Capital Jean-Philippe Bouchard 13 Nov, 2020
Akre Capital Management Chuck Akre 13 Nov, 2020
Altarock Partners Mark Massey 13 Nov, 2020
GoldenTree Asset Management Steve Tananbaum 13 Nov, 2020
Joho Capital Robert Karr 13 Nov, 2020
Triple Frond Partners Charles F. Pollnow 13 Nov, 2020
Ariel Investments John Rogers13 Nov, 2020
Dalal Street Mohnish Pabrai 13 Nov, 2020
GoodHaven Capital Management Larry Pitkowsky , Keith Trauner 13 Nov, 2020
ShawSpring Partners 13 Nov, 2020
Leucadia National Ian Cumming , Joe Steinberg 13 Nov, 2020
Eventide Asset Management 13 Nov, 2020
Bridgewater Associates Ray Dalio13 Nov, 2020
Dorsey Asset Management Pat Dorsey 13 Nov, 2020
Brown Capital Management Eddie Brown13 Nov, 2020
Turtle Creek Asset Management Andrew Brenton , Jeffrey Hebel 13 Nov, 2020
Fairfax Financial Holdings Prem Watsa 13 Nov, 2020
Magellan Asset Management 12 Nov, 2020
Gardner Russo & Gardner Thomas Russo 12 Nov, 2020
Swift Run Capital Bill Beisswanger 12 Nov, 2020
ClearBridge Investments 12 Nov, 2020
Polen Capital Management 12 Nov, 2020
Lindsell Train Michael Lindsell, Nick Train12 Nov, 2020
Baillie Gifford & Company Baillie Gifford12 Nov, 2020
Weitz Investment Management Wally Weitz 12 Nov, 2020
Edgewood Management Alan Breed , Lawrence Creel 12 Nov, 2020
Strategy Capital Hamilton Helmer12 Nov, 2020
Fundsmith Terry Smith, Michael O'Brien12 Nov, 2020
SoftBank Group Masayhoshi Son12 Nov, 2020
Donald Smith & Co. Donald Smith 05 Nov, 2020
H Partners Rehan Jaffer , Usman Nabi 05 Nov, 2020
Mittleman Brothers Chris Mittleman 04 Nov, 2020
Markel Corporation Tom Gayner 30 Oct, 2020
Lafayette Investments Judge Lawrence 30 Oct, 2020
ARK Investment Management Catherine Wood, Brett Winton30 Oct, 2020
Pershing Square Capital Management Bill Ackman 23 Oct, 2020
Locust Wood Capital Advisers Paul M. Morris 21 Oct, 2020
Blue Harbour Group Clifton Robbins 14 Oct, 2020
Lincoln Capital Judd Norman 13 Oct, 2020
Sageview Capital Ed Gilhuly , Scott Stuart 07 Oct, 2020
Daily Journal Corporation Charlie Munger 07 Oct, 2020
High-conviction holdings
Avg. Weighting
GOCO GOHEALTH INC14.82%
JOE ST JOE CO13.93%
DIN DINE BRANDS GLOBAL INC11.90%
MOBL MOBILEIRON INC COM NEW11.87%
AN AUTONATION INC9.19%
TMUS T-MOBILE US INC8.94%
SIX SIX FLAGS ENTMT CORP NEW COM8.85%
SRG SERITAGE GROWTH PPTYS8.57%
ATCO ATLAS CORP8.36%
GRBK GREEN BRICK PARTNERS INC7.93%
MU MICRON TECHNOLOGY INC7.48%
CHTR CHARTER COMMUNICATIONS INC N6.94%
ALLY ALLY FINL INC6.69%
BRKA BERKSHIRE HATHAWAY INC DEL6.64%
TPX TEMPUR SEALY INTL INC6.51%
CVNA CARVANA CO6.46%
LE LANDS END INC NEW6.32%
BAC BK OF AMERICA CORP6.20%
AMC AMC ENTMT HLDGS INC6.08%
NAV NAVISTAR INTL CORP NEW6.07%
LGFB LIONS GATE ENTMNT CORP6.04%
ATSG AIR TRANSPORT SERVICES GRP I6.00%
FRGI FIESTA RESTAURANT GROUP INC5.84%
LGFA LIONS GATE ENTMNT CORP5.67%
BRKB BERKSHIRE HATHAWAY INC DEL5.52%
Popular holdings
Owners
FB FACEBOOK INC CL-A43
MSFT MICROSOFT CORP41
GOOGL Alphabet Inc Class A34
AMZN AMAZON.COM INC34
V VISA INC-CLASS A SHARES34
GOOG ALPHABET INC. CL C30
AAPL APPLE INC26
BRKB BERKSHIRE HATHAWAY INC DEL26
JPM JPMORGAN CHASE & CO24
MA MASTERCARD INCORPORATED24
SPGI S&P GLOBAL INC22
DIS Walt Disney Co/The22
BABA Alibaba Group Holding Sponsored ADR22
PYPL PAYPAL INC20
BAC BK OF AMERICA CORP20
ADBE ADOBE SYSTEMS INCORPORATED19
BRKA BERKSHIRE HATHAWAY INC DEL19
JNJ JOHNSON &JOHNSON COM USD1.0019
WFC WELLS FARGO CO NEW18
SBUX STARBUCKS CORP18
CRM SALESFORCE.COM INC18
SPY SPDR S&P 500 ETF Trust18
MCO MOODYS CORP17
JD JD.Com Inc - ADR17
DHR DANAHER CORPORATION17