Baillie Gifford - Q4 2020 holdings

$180 Billion is the total value of Baillie Gifford's 1030 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .

 Value Shares↓ Weighting
KC NewKingsoft Cloud Holdings Ltd ADRspon adr$319,940,0007,346,496
+100.0%
0.18%
LU NewLUFAX Holdings LTD$242,010,00017,042,960
+100.0%
0.14%
DASH NewDoordash Inc$222,773,0001,560,591
+100.0%
0.12%
PLTR NewPalantir Technologies$132,452,0005,624,297
+100.0%
0.07%
EVBG NewEverbridge Inc$97,873,000656,555
+100.0%
0.05%
OZON NewOzon Holdings$82,372,0001,989,190
+100.0%
0.05%
YSG NewYatsen Holding Ltd ADR$80,099,0004,711,704
+100.0%
0.04%
QS NewQuantumScape Corp$77,126,000913,279
+100.0%
0.04%
SLV NewiShares Physical Silver ETC$63,776,0002,506,900
+100.0%
0.04%
SIMO NewSilicon Motion Technology ADR$27,997,000581,441
+100.0%
0.02%
MDT NewMedtronic$24,452,000208,747
+100.0%
0.01%
NBTX NewNanobiotix ADR$23,100,0001,400,000
+100.0%
0.01%
SIX NewSix Flags Entertainment Corp$21,647,000634,800
+100.0%
0.01%
FCFS NewFirstCash$20,522,000293,000
+100.0%
0.01%
OCFT NewOneConnect Financial Technology ADR$18,497,000938,451
+100.0%
0.01%
RCL NewRoyal Caribbean Cruises$18,822,000252,000
+100.0%
0.01%
YNDX NewYandex$14,293,000205,414
+100.0%
0.01%
COO NewCooper Cos Inc/The$12,971,00035,700
+100.0%
0.01%
ASND NewAscendis Pharma Adr 1:1spon adr$7,865,00047,155
+100.0%
0.00%
PPR NewVoya Prime Rate Trustsh ben int$4,962,0001,110,210
+100.0%
0.00%
VEDL NewVedanta Ltd ADR$3,793,000431,984
+100.0%
0.00%
VEEV NewVeeva Systems Inc Class A$3,818,00014,024
+100.0%
0.00%
VNT NewVontier$1,529,00045,779
+100.0%
0.00%
JWA NewJohn Wiley & Sons Inc$7,000159
+100.0%
0.00%
ACIA NewAcacia Communications Inc$56,000769
+100.0%
0.00%
ACAD NewAcadia Pharmaceuticals Inc$28,000532
+100.0%
0.00%
AXDX NewAccelerate Diagnostics$3,000371
+100.0%
0.00%
AFIB NewAcutus Medical$12,000418
+100.0%
0.00%
AMD NewAdvanced Micro Devices Inc$48,000526
+100.0%
0.00%
AGIO NewAgios Pharmaceuticals Inc$8,000183
+100.0%
0.00%
MDRX NewAllscripts Healthcare Solution$10,000704
+100.0%
0.00%
AYX NewAlteryx Inc$39,000321
+100.0%
0.00%
FOLD NewAmicus Therapeutics Inc$12,000535
+100.0%
0.00%
AMRX NewAmneal Pharmaceuticals Inc$2,000517
+100.0%
0.00%
ATEX NewAnterix$6,000162
+100.0%
0.00%
APPF NewAppFolio$47,000262
+100.0%
0.00%
AAOI NewApplied Optoelectronics$2,000260
+100.0%
0.00%
AGX NewArgan$5,000103
+100.0%
0.00%
ANET NewArista Networks$28,00098
+100.0%
0.00%
ATRI NewAtrion$6,0009
+100.0%
0.00%
AVY NewAvery Dennison Corporation$17,000109
+100.0%
0.00%
AXNX NewAxonics Modulation Technologies$12,000249
+100.0%
0.00%
BAND NewBandwidth$23,000150
+100.0%
0.00%
BEAM NewBeam Therapeutics$40,000495
+100.0%
0.00%
BMRN NewBiomarin Pharmaceutical Inc$6,00074
+100.0%
0.00%
BB NewResearch in Motion$21,0003,175
+100.0%
0.00%
BLK NewBlackrock Inc$15,00021
+100.0%
0.00%
BOX NewBox Inc$18,0001,015
+100.0%
0.00%
BRC NewBrady Corp$14,000256
+100.0%
0.00%
BMY NewBristol Myers Squibb$36,000583
+100.0%
0.00%
CVGW NewCalavo Growers Inc$8,000122
+100.0%
0.00%
CARG NewCargurus Inc$11,000332
+100.0%
0.00%
CERS NewCerus$8,0001,189
+100.0%
0.00%
CHD NewChurch & Dwight Co Inc$16,000184
+100.0%
0.00%
CLVS NewClovis Oncology$1,000142
+100.0%
0.00%
CNS NewCohen & Steers Inc$26,000344
+100.0%
0.00%
CHRS NewCoherus BioSciences$30,0001,703
+100.0%
0.00%
COLM NewColumbia Sportswear Co$9,000100
+100.0%
0.00%
COMM NewCommscope Holding Co Inc$20,0001,486
+100.0%
0.00%
COUP NewCoupa Software Inc$127,000375
+100.0%
0.00%
CRWD NewCrowdStrike Holdings$28,000132
+100.0%
0.00%
DRI NewDarden Restaurants$10,00084
+100.0%
0.00%
DBX NewDropboxcl a$20,000923
+100.0%
0.00%
EGHT New8x8 Inc$88,0002,565
+100.0%
0.00%
EBS NewEmergent Biosolutions Inc$36,000407
+100.0%
0.00%
EPAM NewEPAM Systems$41,000115
+100.0%
0.00%
EFX NewEquifax$8,00043
+100.0%
0.00%
ETSY NewEtsy$127,000714
+100.0%
0.00%
EXPD NewExpeditors Intl$12,000130
+100.0%
0.00%
EXPO NewExponent$22,000243
+100.0%
0.00%
EXTR NewExtreme Networks$4,000588
+100.0%
0.00%
FGEN NewFibrogen Inc$13,000347
+100.0%
0.00%
FOXA NewFox$10,000343
+100.0%
0.00%
GNTX NewGentex Corp$16,000478
+100.0%
0.00%
GBT NewGlobal Blood Therapeutics Inc$41,000950
+100.0%
0.00%
GLUU NewGlu Mobile$47,0005,180
+100.0%
0.00%
HALO NewHalozyme Therapeutics$41,000954
+100.0%
0.00%
HCSG NewHealthcare Services Group Inc$4,000153
+100.0%
0.00%
JKHY NewJack Henry & Associates$12,00073
+100.0%
0.00%
HRTX NewHeron Therapeutics Inc$7,000326
+100.0%
0.00%
HI NewHillenbrand$7,000167
+100.0%
0.00%
HD NewHome Depot$16,00061
+100.0%
0.00%
FIXX NewHomology Medicines$5,000481
+100.0%
0.00%
HRL NewHormel Foods Corp$12,000247
+100.0%
0.00%
HUBB NewHubbell$14,00092
+100.0%
0.00%
HUBS NewHubspot Inc$61,000155
+100.0%
0.00%
INCY NewIncyte Corp$16,000184
+100.0%
0.00%
INFN NewInfinera$30,0002,842
+100.0%
0.00%
INSM NewInsmed Inc$25,000760
+100.0%
0.00%
IPHI NewInphi Corp$85,000532
+100.0%
0.00%
INSP NewInspire Medical Systems$37,000196
+100.0%
0.00%
INGN NewInogen Inc$7,000149
+100.0%
0.00%
ICPT NewIntercept Pharmaceuticals Inc$2,00086
+100.0%
0.00%
XENT NewIntersect ENT$8,000340
+100.0%
0.00%
IRWD NewIronwood Pharmaceuticals Inc$11,000990
+100.0%
0.00%
ITRI NewItron Inc$19,000199
+100.0%
0.00%
JJSF NewJ&J Snack Foods Corp$12,00079
+100.0%
0.00%
JNJ NewJohnson & Johnson$14,00088
+100.0%
0.00%
JCOM Newj2 Global$8,00077
+100.0%
0.00%
KEYS NewKeysight Technologies$21,000157
+100.0%
0.00%
LCII NewLci Industries$12,00089
+100.0%
0.00%
LHX NewHarris Corp$11,00057
+100.0%
0.00%
LBRDK NewLiberty Broadband Corp$11,00071
+100.0%
0.00%
NewLightspeed POS$22,000312
+100.0%
0.00%
LOW NewLowes Cos$12,00072
+100.0%
0.00%
LITE NewLumentum Hdgs$17,000183
+100.0%
0.00%
MXL NewMaxlinear Inc$33,000861
+100.0%
0.00%
MRCY NewMercury Computer Systems$19,000217
+100.0%
0.00%
MDP NewMeredith Corp$6,000320
+100.0%
0.00%
MDXG NewMiMedx Group$4,000484
+100.0%
0.00%
MOD NewModine Manufacturing Co$7,000558
+100.0%
0.00%
MDB NewMongoDB Inc$87,000241
+100.0%
0.00%
MPWR NewMonolithic Power Systems Inc$29,00079
+100.0%
0.00%
NVEE NewNV5 Global$10,000128
+100.0%
0.00%
NKTR NewNektar Therapeutics$26,0001,511
+100.0%
0.00%
NVRO NewNevro Corp$26,000148
+100.0%
0.00%
NEWR NewNew Relic$12,000184
+100.0%
0.00%
NKE NewNike$16,000110
+100.0%
0.00%
LASR NewnLIGHT$17,000516
+100.0%
0.00%
NLOK NewSymantec Corp$10,000480
+100.0%
0.00%
NTNX NewNutanix Inc$19,000586
+100.0%
0.00%
ON NewOn Semiconductor Corp$27,000833
+100.0%
0.00%
ONEM New1Life Healthcare$19,000432
+100.0%
0.00%
OM NewOutset Medical$18,000318
+100.0%
0.00%
OXM NewOxford Industries Inc$5,00082
+100.0%
0.00%
PTCT NewPtc Therapeutics Inc$15,000246
+100.0%
0.00%
PACB NewPacific Biosciences of California$13,000508
+100.0%
0.00%
PD NewPagerDuty$25,000606
+100.0%
0.00%
PAYX NewPaychex$11,000117
+100.0%
0.00%
PINS NewPinterest$28,000424
+100.0%
0.00%
POLY NewPlantronics Inc$6,000234
+100.0%
0.00%
POOL NewSCP Pool Corporation$34,00090
+100.0%
0.00%
PGNY NewProgyny$17,000408
+100.0%
0.00%
PFPT NewProofpoint Inc$21,000153
+100.0%
0.00%
PRLB NewProto Labs Inc$10,00067
+100.0%
0.00%
PBYI NewPuma Biotechnology$3,000252
+100.0%
0.00%
PSTG NewPure Storage Inc$32,0001,433
+100.0%
0.00%
KWR NewQuaker Chemical Corp$20,00078
+100.0%
0.00%
DGX NewQuest Diagnostics$18,000148
+100.0%
0.00%
QDEL NewQuidel Corp$21,000116
+100.0%
0.00%
RMBS NewRambus Inc$11,000657
+100.0%
0.00%
REGN NewRegeneron Pharmaceuticals$29,00060
+100.0%
0.00%
RNG NewRingcentral Inc$160,000422
+100.0%
0.00%
RHI NewRobert Half International Inc$8,000135
+100.0%
0.00%
ROL NewRollins Inc$23,000583
+100.0%
0.00%
SVMK NewSurveyMonkey$26,0001,028
+100.0%
0.00%
SAIL NewSailpoint Technologies Holding$19,000365
+100.0%
0.00%
SRPT NewSarepta Therapeutics Inc$30,000178
+100.0%
0.00%
SDGR NewSchrodinger$18,000225
+100.0%
0.00%
SWM NewSchweitzer-Maudit Int.$11,000270
+100.0%
0.00%
SHAK NewShake Shack Inc$14,000163
+100.0%
0.00%
SLAB NewSilicon Laboratories Inc$15,000119
+100.0%
0.00%
SILK NewSilk Road Medical$15,000233
+100.0%
0.00%
SMAR NewSmartsheet$23,000326
+100.0%
0.00%
SNAP NewSnap Inccl a$103,0002,060
+100.0%
0.00%
SEDG NewSolaredge Technologies Inc$62,000193
+100.0%
0.00%
SRNE NewSorrento Therapeutics$35,0005,109
+100.0%
0.00%
SPT NewSprout Social$26,000567
+100.0%
0.00%
SQ NewSquare Inc$251,0001,153
+100.0%
0.00%
STMP NewStamps.Com$11,00057
+100.0%
0.00%
SWK NewStanley Black & Decker$15,00082
+100.0%
0.00%
SYK NewStryker$13,00055
+100.0%
0.00%
SPWR NewSunpower Corp$38,0001,486
+100.0%
0.00%
SNPS NewSynopsys$33,000128
+100.0%
0.00%
TDY NewTeledyne Technologies Inc$14,00035
+100.0%
0.00%
TU NewTelus Corp$8,000399
+100.0%
0.00%
TENB NewTenable Holdings$17,000328
+100.0%
0.00%
TXRH NewTexas Roadhouse Inc$11,000137
+100.0%
0.00%
THO NewThor Industries Inc$11,000118
+100.0%
0.00%
TRMB NewTrimble Navigation$23,000346
+100.0%
0.00%
TRUE NewTruecar Inc$1,000351
+100.0%
0.00%
IIVI NewIi-Vi Inc$48,000634
+100.0%
0.00%
TWOU New2U$12,000292
+100.0%
0.00%
RARE NewUltragenyx$15,000106
+100.0%
0.00%
VRNS NewVaronis Systems Inc$34,000205
+100.0%
0.00%
VRNT NewVerint Systems Inc$25,000369
+100.0%
0.00%
VIAV NewJDS Uniphase Corporation$15,000996
+100.0%
0.00%
VRAY NewViewRay$3,000803
+100.0%
0.00%
WDFC NewWD-40 Co$16,00060
+100.0%
0.00%
WMT NewWal-Mart Stores$16,000108
+100.0%
0.00%
ACMR NewACM Research$17,000208
+100.0%
0.00%
WSM NewWilliams-Sonoma Inc$7,00068
+100.0%
0.00%
XPEL NewXPEL$17,000326
+100.0%
0.00%
XPER NewXperi Holding Corp$42,0002,015
+100.0%
0.00%
XNCR NewXencor Inc$20,000449
+100.0%
0.00%
YELP NewYelp$8,000251
+100.0%
0.00%
ZYXI NewZynex$6,000437
+100.0%
0.00%
ZNGA NewZynga Inc$32,0003,281
+100.0%
0.00%
NewAlkermes Plc$3,000155
+100.0%
0.00%
ACN NewAccenture 'A'$12,00047
+100.0%
0.00%
CMPR NewCimpress$7,00080
+100.0%
0.00%
APTV NewAptiv$19,000147
+100.0%
0.00%
INMD NewInMode$16,000346
+100.0%
0.00%
Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-02-10
About Baillie Gifford

Baillie Gifford is a well-known investment management firm that has been in operation for over a century. The company was founded in 1908 and is headquartered in Edinburgh, Scotland. Baillie Gifford has a reputation for being a long-term investor, with a focus on growth-oriented companies. The firm manages a range of investment strategies, including equities, fixed income, and multi-asset portfolios.

Baillie Gifford has a team of experienced investment professionals, including its CEO, Andrew Telfer, and its Chief Investment Officer, Charles Plowden. The firm's investment philosophy is based on the belief that long-term investing is the best way to achieve superior returns. Baillie Gifford's investment process involves in-depth research and analysis of companies, with a focus on identifying those with strong growth potential.

One of the key strengths of Baillie Gifford is its focus on innovation. The firm has a history of investing in companies that are disrupting traditional industries, such as Tesla and Amazon. Baillie Gifford also has a strong track record of investing in emerging markets, such as China and India.

Overall, Baillie Gifford is a respected investment management firm with a long history of delivering strong returns for its clients. The firm's focus on long-term investing and innovation has helped it to stand out in a crowded market, and its experienced team of investment professionals is well-equipped to navigate the challenges of today's investment landscape.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Amazon.Com42Q3 202310.0%
Tesla Motors42Q3 202310.7%
Illumina42Q3 20236.6%
Baidu.com Sponsored ADR42Q3 202311.6%
Meta Platforms Inc42Q3 20235.0%
MercadoLibre42Q3 20237.3%
Intuitive Surgical42Q3 20233.5%
Moody's Corp42Q3 20231.4%
MasterCard Inc-Class A42Q3 20231.9%
Workday Inc42Q3 20231.4%

View Baillie Gifford's complete holdings history.

Latest significant ownerships (13-D/G)
Baillie Gifford Q4 2020 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Oddity Tech LtdSeptember 07, 20234,914,66110.9%
Roblox CorpSeptember 07, 202328,106,2155.0%
SiteOne Landscape Supply, Inc.August 03, 20232,234,9855.0%
UPWORK, INCAugust 03, 20236,565,2304.9%
CHINOOK THERAPEUTICS, INC.August 01, 2023844,6842.0%
MELI Kaszek Pioneer CorpSold outJuly 05, 202300.0%
Abcam plcJune 08, 202311,331,7264.9%
CARVANA CO.June 06, 202361,9890.1%
EverQuote, Inc.May 03, 20231,358,4395.0%
CEMEX SAB DE CVMarch 03, 2023752,914,1105.0%

View Baillie Gifford's complete significant-ownership history.

Latest filings
TypeFiled
SC 13G/A2024-04-04
SC 13G/A2024-04-04
SC 13G/A2024-03-07
SC 13G/A2024-03-06
SC 13G/A2024-02-07
SC 13G/A2024-02-01
SC 13G/A2024-02-01
SC 13G/A2024-01-30
SC 13G/A2024-01-30
SC 13G/A2024-01-30

View Baillie Gifford's complete filings history.

Compare quarters

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