Baillie Gifford - Q2 2013 holdings

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$33 Billion is the total value of Baillie Gifford's 563 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .

All

			Value		Shares		↓ Weighting
AMZN	New	Amazon.Com	$3,267,653,000	–	11,767,270	+100.0%	9.92%	–
BIDU	New	Baidu.com ADRspon adr rep a	$2,870,191,000	–	30,362,750	+100.0%	8.71%	–
GOOGL	New	Googlecl a	$1,856,499,000	–	2,108,770	+100.0%	5.63%	–
EBAY	New	eBay	$1,479,596,000	–	28,607,817	+100.0%	4.49%	–
ILMN	New	Illumina	$1,227,278,000	–	16,398,689	+100.0%	3.72%	–
ISRG	New	Intuitive Surgical	$1,168,937,000	–	2,307,507	+100.0%	3.55%	–
WFM	New	Whole Foods Market	$1,141,053,000	–	22,164,963	+100.0%	3.46%	–
AAPL	New	Apple	$996,089,000	–	2,514,868	+100.0%	3.02%	–
CRM	New	Salesforce.Com	$826,178,000	–	21,639,003	+100.0%	2.51%	–
DE	New	Deere	$621,418,000	–	7,648,219	+100.0%	1.89%	–
TRIP	New	TripAdvisor	$590,378,000	–	9,699,007	+100.0%	1.79%	–
FB	New	Facebook Cl.Acl a	$588,954,000	–	23,690,777	+100.0%	1.79%	–
MELI	New	MercadoLibre	$584,519,000	–	5,424,261	+100.0%	1.77%	–
TSM	New	TSMC ADRsponsored adr	$552,772,000	–	30,173,160	+100.0%	1.68%	–
BAP	New	Credicorp	$521,266,000	–	4,073,658	+100.0%	1.58%	–
EDU	New	New Oriental Ed.& Tech.spon adr	$501,279,000	–	22,631,154	+100.0%	1.52%	–
LNKD	New	LinkedIn Corp A	$448,945,000	–	2,517,917	+100.0%	1.36%	–
OMC	New	Omnicom	$436,940,000	–	6,949,892	+100.0%	1.33%	–
AMX	New	America Movil 'L Shares' ADR	$413,988,000	–	19,033,946	+100.0%	1.26%	–
VALEP	New	Vale Pref ADRadr repstg pfd	$413,477,000	–	34,002,978	+100.0%	1.26%	–
ITUB	New	Itau Unibanco Holding SA-ADRspon adr rep pfd	$405,388,000	–	31,376,848	+100.0%	1.23%	–
RAX	New	Rackspace Hosting	$369,875,000	–	9,761,836	+100.0%	1.12%	–
PEP	New	Pepsico	$369,522,000	–	4,517,942	+100.0%	1.12%	–
MKL	New	Markel Corp	$357,977,000	–	679,337	+100.0%	1.09%	–
MA	New	Mastercard Inc-Class Acl a	$348,471,000	–	606,563	+100.0%	1.06%	–
HOG	New	Harley-Davidson	$347,303,000	–	6,335,344	+100.0%	1.05%	–
RYAAY	New	Ryanair ADRsponsored adr	$345,765,000	–	6,709,985	+100.0%	1.05%	–
EOG	New	EOG Resources	$314,960,000	–	2,391,867	+100.0%	0.96%	–
MCO	New	Moody's Corp	$312,100,000	–	5,122,249	+100.0%	0.95%	–
MR	New	Mindray Medical International ADRspon adr	$296,087,000	–	7,906,185	+100.0%	0.90%	–
CTRP	New	Ctrip.Com Intl ADR	$266,195,000	–	8,158,005	+100.0%	0.81%	–
ERJ	New	Embraer ADR	$265,100,000	–	7,186,243	+100.0%	0.80%	–
KMX	New	CarMax Inc	$260,146,000	–	5,635,752	+100.0%	0.79%	–
DIS	New	Walt Disney	$255,106,000	–	4,039,684	+100.0%	0.77%	–
TSLA	New	Tesla Motors	$250,510,000	–	2,331,839	+100.0%	0.76%	–
FRC	New	First Republic Bank	$241,433,000	–	6,274,239	+100.0%	0.73%	–
UPLMQ	New	Ultra Petroleum Corp	$241,311,000	–	12,175,061	+100.0%	0.73%	–
WAT	New	Waters	$239,970,000	–	2,398,504	+100.0%	0.73%	–
V	New	Visa Inc-Class A Shares	$237,240,000	–	1,298,168	+100.0%	0.72%	–
XLNX	New	Xilinx	$227,860,000	–	5,752,593	+100.0%	0.69%	–
NYCB	New	New York Community Bancorp	$216,690,000	–	15,477,860	+100.0%	0.66%	–
AMTD	New	TD Ameritrade Holding Corp	$212,278,000	–	8,739,322	+100.0%	0.64%	–
PGR	New	Progressive	$208,956,000	–	8,220,150	+100.0%	0.63%	–
FLIR	New	FLIR Sys.	$208,651,000	–	7,736,382	+100.0%	0.63%	–
RBA	New	Ritchie Bros Auctioneers (USA)	$202,275,000	–	10,542,669	+100.0%	0.61%	–
DLB	New	Dolby Laboratories 'A'	$202,115,000	–	6,042,313	+100.0%	0.61%	–
RCL	New	Royal Crbn.Cruises	$198,262,000	–	5,946,670	+100.0%	0.60%	–
MHK	New	Mohawk Industries	$173,743,000	–	1,544,518	+100.0%	0.53%	–
V107SC	New	Wellpoint Inc	$167,741,000	–	2,049,629	+100.0%	0.51%	–
SGEN	New	Seattle Genetics	$164,802,000	–	5,238,440	+100.0%	0.50%	–
PX	New	Praxair	$149,574,000	–	1,298,820	+100.0%	0.45%	–
NOV	New	National Oilwell Varco	$145,103,000	–	2,106,001	+100.0%	0.44%	–
CX	New	Cemex ADRspon adr new	$131,363,000	–	12,416,166	+100.0%	0.40%	–
ORLY	New	O'Reilly Automotive	$130,908,000	–	1,162,388	+100.0%	0.40%	–
MTB	New	M&T Bank	$128,571,000	–	1,150,524	+100.0%	0.39%	–
BBBY	New	Bed Bath & Beyond	$128,100,000	–	1,806,765	+100.0%	0.39%	–
PFE	New	Pfizer	$126,085,000	–	4,501,431	+100.0%	0.38%	–
ARCO	New	Arcos Dorados Holdings	$123,903,000	–	10,608,069	+100.0%	0.38%	–
BRKB	New	Berkshire Hathaway Bcl b new	$121,766,000	–	1,087,973	+100.0%	0.37%	–
ALTR	New	Altera Corp	$121,235,000	–	3,674,899	+100.0%	0.37%	–
TDC	New	Teradata	$108,801,000	–	2,166,046	+100.0%	0.33%	–
JNJ	New	Johnson & Johnson	$108,735,000	–	1,266,441	+100.0%	0.33%	–
TER	New	Teradyne	$106,804,000	–	6,078,772	+100.0%	0.32%	–
USB	New	US Bancorp	$104,355,000	–	2,886,724	+100.0%	0.32%	–
PBR	New	Petrobras Common ADRsponsored adr	$104,077,000	–	7,755,335	+100.0%	0.32%	–
YOKU	New	Youku Inc ADRsponsored adr	$103,754,000	–	5,406,675	+100.0%	0.32%	–
WPRT	New	Westport Innovations Inc US	$103,686,000	–	3,086,870	+100.0%	0.32%	–
LECO	New	Lincoln Electric Hdg.	$102,449,000	–	1,788,869	+100.0%	0.31%	–
SQM	New	Quimica Y Minera ADRspon adr ser b	$96,769,000	–	2,395,268	+100.0%	0.29%	–
QGEN	New	Qiagen N.V	$97,016,000	–	4,872,700	+100.0%	0.29%	–
MTD	New	Mettler-Toledo	$89,922,000	–	446,929	+100.0%	0.27%	–
KRFT	New	Kraft Foods Group	$83,716,000	–	1,498,413	+100.0%	0.25%	–
IBN	New	ICICI Bank ADRadr	$82,120,000	–	2,146,900	+100.0%	0.25%	–
PSMT	New	PriceSmart	$81,295,000	–	927,706	+100.0%	0.25%	–
CVE	New	Cenovus Energy Inc	$81,236,000	–	2,856,778	+100.0%	0.25%	–
PBRA	New	Petrobras Pref ADRsp adr non vtg	$81,536,000	–	5,561,786	+100.0%	0.25%	–
LIFE	New	Life Technologies Corp	$77,238,000	–	1,043,618	+100.0%	0.23%	–
CL	New	Colgate-Palmolive	$76,764,000	–	1,339,929	+100.0%	0.23%	–
BFB	New	Brown-Forman Bcl b	$76,591,000	–	1,133,850	+100.0%	0.23%	–
MON	New	Monsanto Co	$67,106,000	–	679,203	+100.0%	0.20%	–
WW	New	Weight Watchers Intl.	$66,589,000	–	1,447,580	+100.0%	0.20%	–
APA	New	Apache Corp	$66,239,000	–	790,169	+100.0%	0.20%	–
CCE	New	Coca-Cola Enterprises	$60,646,000	–	1,724,863	+100.0%	0.18%	–
SOHU	New	Sohu.com	$58,094,000	–	942,783	+100.0%	0.18%	–
CPA	New	Copa Holdings S Acl a	$54,181,000	–	413,216	+100.0%	0.16%	–
UPS	New	United Parcel Servicecl b	$52,949,000	–	612,262	+100.0%	0.16%	–
WSO	New	Watsco	$51,015,000	–	607,617	+100.0%	0.16%	–
HD	New	Home Depot	$40,370,000	–	521,108	+100.0%	0.12%	–
ADI	New	Analog Devices	$40,544,000	–	899,767	+100.0%	0.12%	–
DHR	New	Danaher	$39,736,000	–	627,742	+100.0%	0.12%	–
TJX	New	TJX Companies	$37,808,000	–	755,258	+100.0%	0.12%	–
IHS	New	IHS Inc 'A'cl a	$36,713,000	–	351,728	+100.0%	0.11%	–
SLH	New	Solera Holdings	$36,406,000	–	654,210	+100.0%	0.11%	–
CCH	New	Coca Cola Hbc ADRsponsored adr	$34,133,000	–	1,459,956	+100.0%	0.10%	–
MCD	New	McDonald's	$34,185,000	–	345,307	+100.0%	0.10%	–
XOM	New	Exxon Mobil	$30,485,000	–	337,418	+100.0%	0.09%	–
PCLN	New	Priceline.Com	$29,670,000	–	35,871	+100.0%	0.09%	–
SSYS	New	Stratasys	$29,259,000	–	349,400	+100.0%	0.09%	–
LLTC	New	Linear Technology	$28,935,000	–	785,426	+100.0%	0.09%	–
IMAX	New	IMAX Corp	$28,828,000	–	1,159,600	+100.0%	0.09%	–
ALNY	New	Alnylam Pharmaceuticals	$27,938,000	–	900,900	+100.0%	0.08%	–
ANGI	New	Angie's List	$28,088,000	–	1,057,908	+100.0%	0.08%	–
LULU	New	Lululemon Athletica	$27,898,000	–	425,800	+100.0%	0.08%	–
IRBT	New	iRobot	$23,441,000	–	589,400	+100.0%	0.07%	–
PLX	New	Protalix Biotherapeutics	$23,470,000	–	4,780,062	+100.0%	0.07%	–
BKW	New	Burger King Worldwide	$23,424,000	–	1,200,600	+100.0%	0.07%	–
BEAM	New	Beam Inc	$23,010,000	–	364,603	+100.0%	0.07%	–
ROK	New	Rockwell Automation	$22,121,000	–	266,082	+100.0%	0.07%	–
MLM	New	Martin Marietta Materials	$22,104,000	–	224,581	+100.0%	0.07%	–
AIG	New	AIG	$21,590,000	–	483,000	+100.0%	0.07%	–
VALE	New	Vale Common ADRadr	$19,623,000	–	1,492,235	+100.0%	0.06%	–
WDAY	New	Workday Inccl a	$19,227,000	–	300,000	+100.0%	0.06%	–
OPEN	New	Opentable	$18,712,000	–	292,600	+100.0%	0.06%	–
Z	New	Zillowcl a	$18,863,000	–	335,040	+100.0%	0.06%	–
PWE	New	Penn West Petroleum Ltd	$17,384,000	–	1,652,229	+100.0%	0.05%	–
GHDX	New	Genomic Health	$16,993,000	–	535,910	+100.0%	0.05%	–
BMY	New	Bristol Myers Squibb	$16,669,000	–	372,976	+100.0%	0.05%	–
KSU	New	Kansas City Southern	$13,841,000	–	130,629	+100.0%	0.04%	–
PM	New	Philip Morris Intl	$13,536,000	–	156,264	+100.0%	0.04%	–
SLW	New	Silver Wheaton (Nys)	$12,549,000	–	638,400	+100.0%	0.04%	–
MSFT	New	Microsoft	$11,905,000	–	344,775	+100.0%	0.04%	–
CRIS	New	Curis	$10,524,000	–	3,298,800	+100.0%	0.03%	–
IDXX	New	Idexx Laboratories	$9,610,000	–	107,039	+100.0%	0.03%	–
ECA	New	Encana Corp	$8,482,000	–	503,000	+100.0%	0.03%	–
TYG	New	Tortoise Energy Infrastructure	$7,801,000	–	167,759	+100.0%	0.02%	–
BBD	New	Banco Bradesco Pn ADRsp adr pfd new	$7,909,000	–	607,902	+100.0%	0.02%	–
FFIV	New	F5 Networks	$7,379,000	–	107,251	+100.0%	0.02%	–
BBRY	New	Research In Motion	$6,787,000	–	646,302	+100.0%	0.02%	–
POT	New	Potash Corp of Sask.	$6,470,000	–	170,125	+100.0%	0.02%	–
PWR	New	Quanta Services	$6,328,000	–	239,146	+100.0%	0.02%	–
BGC	New	General Cable Corp	$5,892,000	–	191,606	+100.0%	0.02%	–
FEIC	New	FEI Company	$5,197,000	–	71,200	+100.0%	0.02%	–
RAI	New	Reynolds American	$5,031,000	–	104,003	+100.0%	0.02%	–
PACT	New	Pactera Technology International ADRsponsored adr	$4,397,000	–	651,400	+100.0%	0.01%	–
NLY	New	Annaly Capital Man.	$3,243,000	–	257,982	+100.0%	0.01%	–
EWZ	New	iShares MSCI Brazil IDX FDmsci brazil	$3,016,000	–	68,780	+100.0%	0.01%	–
BRKA	New	Berkshire Hathaway 'A'cl a	$2,529,000	–	15	+100.0%	0.01%	–
TEVA	New	Teva Pharmaceutical ADRadr	$2,719,000	–	69,350	+100.0%	0.01%	–
IPGP	New	IPG Photonics Corp	$868,000	–	14,300	+100.0%	0.00%	–
MKTX	New	Marketaxess Holdings	$888,000	–	19,000	+100.0%	0.00%	–
ACTG	New	Acacia Reasearch Corp	$682,000	–	30,500	+100.0%	0.00%	–
DXCM	New	Dexcom Inc	$673,000	–	30,000	+100.0%	0.00%	–
STMP	New	Stamps.Com	$788,000	–	20,000	+100.0%	0.00%	–
EPAM	New	EPAM Systems	$557,000	–	20,500	+100.0%	0.00%	–
EGO	New	Eldorado Gold (C$)	$595,000	–	96,400	+100.0%	0.00%	–
AVAV	New	Aerovironment	$460,000	–	22,800	+100.0%	0.00%	–
BMRN	New	Biomarin Pharmaceutical Inc	$332,000	–	5,949	+100.0%	0.00%	–
REGN	New	Regeneron Pharmaceuticals	$376,000	–	1,672	+100.0%	0.00%	–
ONXX	New	Onyx Pharmaceuticals Inc	$267,000	–	3,079	+100.0%	0.00%	–
CECO	New	Career Education Corp	$284,000	–	98,062	+100.0%	0.00%	–
SQNM	New	Sequenom	$173,000	–	41,194	+100.0%	0.00%	–
GAME	New	Shanda Games Adr 1:2 'A'sp adr reptg a	$183,000	–	46,300	+100.0%	0.00%	–
CELG	New	Celgene	$407,000	–	3,483	+100.0%	0.00%	–
SCR	New	Simcere Pharm.Gp.Adr 1:2sponsored adr	$231,000	–	24,400	+100.0%	0.00%	–
NVDQ	New	Novadaq Technologies Inc	$417,000	–	31,000	+100.0%	0.00%	–
NOAH	New	Noah Holdings Adr 2:1sponsored ads	$239,000	–	27,000	+100.0%	0.00%	–
AMAP	New	Autonavi Holdings ADRsponsored adr	$459,000	–	38,000	+100.0%	0.00%	–
CPHD	New	Cepheid	$185,000	–	5,367	+100.0%	0.00%	–
ADSK	New	Autodesk	$253,000	–	7,441	+100.0%	0.00%	–
P103PS	New	NPS Pharmaceuticals	$380,000	–	25,173	+100.0%	0.00%	–
WSHLY	New	WSP Holdings Ltd - ADRadr new	$279,000	–	90,400	+100.0%	0.00%	–
IL	New	Intralinks Holdings	$240,000	–	33,000	+100.0%	0.00%	–
AMED	New	Amedisys Inc	$222,000	–	19,129	+100.0%	0.00%	–
ESINQ	New	ITT Educational Services Inc	$365,000	–	14,949	+100.0%	0.00%	–
HSP	New	Hospira Inc	$275,000	–	7,191	+100.0%	0.00%	–
HOGS	New	Zhongpin Inc	$225,000	–	16,682	+100.0%	0.00%	–
HOLX	New	Hologic Inc	$232,000	–	12,045	+100.0%	0.00%	–
A	New	Agilent Technologies Inc	$270,000	–	6,304	+100.0%	0.00%	–
XRTX	New	Xyratex Ltd	$176,000	–	17,456	+100.0%	0.00%	–
GIVN	New	Given Imaging Ltd	$243,000	–	17,341	+100.0%	0.00%	–
FARO	New	Faro Technologies	$402,000	–	11,900	+100.0%	0.00%	–
POWI	New	Power Intergrations	$345,000	–	8,500	+100.0%	0.00%	–
BTX	New	Biotime	$82,000	–	20,648	+100.0%	0.00%	–
RAIL	New	Freightcar America	$71,000	–	4,165	+100.0%	0.00%	–
RBCAA	New	Republic Bancorp Inc Class Acl a	$15,000	–	700	+100.0%	0.00%	–
MDVN	New	Medivation Inc	$155,000	–	3,148	+100.0%	0.00%	–
MDGN	New	Medgenics	$87,000	–	22,855	+100.0%	0.00%	–
APOL	New	Apollo Group Inc Class Acl a	$74,000	–	4,200	+100.0%	0.00%	–
MEMS	New	Memsic Inc	$41,000	–	10,100	+100.0%	0.00%	–
ARIA	New	Ariad Pharmaceuticals Inc	$93,000	–	5,327	+100.0%	0.00%	–
NTE	New	Nam Tai Electronics Inc	$66,000	–	11,700	+100.0%	0.00%	–
YONG	New	Yongye International Inc	$104,000	–	19,400	+100.0%	0.00%	–
EMAN	New	Emagin	$142,000	–	40,000	+100.0%	0.00%	–
SILU	New	Sprott Resource Lending	$74,000	–	60,000	+100.0%	0.00%	–
NCQ	New	Novacopper Inc	$39,000	–	22,000	+100.0%	0.00%	–
EXEL	New	Exelixis	$72,000	–	15,912	+100.0%	0.00%	–
DGX	New	Quest Diagnostics	$162,000	–	2,665	+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 2013-08-07

Signatures

The EDGAR filing(s) were signed by:

Angus Macdonald — Head of Legal

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

Name	Quarters owned	Latest quarter owned	Max weighting
Amazon.Com	42	Q3 2023	10.0%
Tesla Motors	42	Q3 2023	10.7%
Illumina	42	Q3 2023	6.6%
Baidu.com Sponsored ADR	42	Q3 2023	11.6%
Meta Platforms Inc	42	Q3 2023	5.0%
MercadoLibre	42	Q3 2023	7.3%
Intuitive Surgical	42	Q3 2023	3.5%
Moody's Corp	42	Q3 2023	1.4%
MasterCard Inc-Class A	42	Q3 2023	1.9%
Workday Inc	42	Q3 2023	1.4%

View Baillie Gifford's complete holdings history.

Latest significant ownerships (13-D/G)

Baillie Gifford Q2 2013 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	Filed	Shares	Percentage
Oddity Tech Ltd	September 07, 2023	4,914,661	10.9%
Roblox Corp	September 07, 2023	28,106,215	5.0%
SiteOne Landscape Supply, Inc.	August 03, 2023	2,234,985	5.0%
UPWORK, INC	August 03, 2023	6,565,230	4.9%
CHINOOK THERAPEUTICS, INC.	August 01, 2023	844,684	2.0%
MELI Kaszek Pioneer Corp^{Sold out}	July 05, 2023	0	0.0%
Abcam plc	June 08, 2023	11,331,726	4.9%
CARVANA CO.	June 06, 2023	61,989	0.1%
EverQuote, Inc.	May 03, 2023	1,358,439	5.0%
CEMEX SAB DE CV	March 03, 2023	752,914,110	5.0%

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Latest filings

Type	Filed
SC 13G/A	2024-04-04
SC 13G/A	2024-04-04
SC 13G/A	2024-03-07
SC 13G/A	2024-03-06
SC 13G/A	2024-02-07
SC 13G/A	2024-02-01
SC 13G/A	2024-02-01
SC 13G/A	2024-01-30
SC 13G/A	2024-01-30
SC 13G/A	2024-01-30

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