$39.5 Billion is the total value of Baillie Gifford's 534 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 19.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIDU | Sell | Baidu.com ADRspon adr rep a | $4,321,677,000 | +50.6% | 27,849,452 | -8.3% | 10.93% | +25.5% |
| AMZN | Sell | Amazon.Com | $3,544,328,000 | +8.5% | 11,336,771 | -3.7% | 8.97% | -9.6% |
| GOOGL | Buy | Googlecl a | $2,064,723,000 | +11.2% | 2,357,232 | +11.8% | 5.22% | -7.3% |
| EBAY | Sell | eBay | $1,581,049,000 | +6.9% | 28,339,305 | -0.9% | 4.00% | -10.9% |
| ILMN | Sell | Illumina | $1,287,895,000 | +4.9% | 15,933,369 | -2.8% | 3.26% | -12.5% |
| WFM | Sell | Whole Foods Market | $1,277,791,000 | +12.0% | 21,842,579 | -1.5% | 3.23% | -6.6% |
| FB | Sell | Facebook Cl.Acl a | $1,180,630,000 | +100.5% | 23,499,826 | -0.8% | 2.99% | +67.2% |
| CRM | Sell | Salesforce.Com | $1,089,240,000 | +31.8% | 20,983,241 | -3.0% | 2.76% | +9.9% |
| AAPL | Sell | Apple | $1,043,029,000 | +4.7% | 2,187,791 | -13.0% | 2.64% | -12.7% |
| ISRG | Buy | Intuitive Surgical | $874,864,000 | -25.2% | 2,325,096 | +0.8% | 2.21% | -37.6% |
| TSLA | Buy | Tesla Motors | $835,965,000 | +233.7% | 4,322,019 | +85.3% | 2.12% | +178.3% |
| TRIP | Buy | TripAdvisor | $766,358,000 | +29.8% | 10,104,922 | +4.2% | 1.94% | +8.2% |
| MELI | Sell | MercadoLibre | $705,277,000 | +20.7% | 5,227,761 | -3.6% | 1.78% | +0.6% |
| LNKD | Buy | LinkedIn Corp A | $658,917,000 | +46.8% | 2,677,870 | +6.4% | 1.67% | +22.4% |
| DE | Sell | Deere | $598,988,000 | -3.6% | 7,359,464 | -3.8% | 1.52% | -19.7% |
| HOG | Buy | Harley-Davidson | $564,167,000 | +62.4% | 8,782,186 | +38.6% | 1.43% | +35.4% |
| EDU | Sell | New Oriental Ed.& Tech.spon adr | $543,153,000 | +8.4% | 21,813,377 | -3.6% | 1.37% | -9.7% |
| TSM | Buy | TSMC ADRsponsored adr | $541,531,000 | -2.0% | 31,929,846 | +5.8% | 1.37% | -18.3% |
| BAP | Buy | Credicorp | $526,338,000 | +1.0% | 4,097,297 | +0.6% | 1.33% | -15.8% |
| RAX | Sell | Rackspace Hosting | $493,959,000 | +33.5% | 9,362,379 | -4.1% | 1.25% | +11.4% |
| MA | Buy | Mastercard Inc-Class Acl a | $450,836,000 | +29.4% | 670,110 | +10.5% | 1.14% | +7.9% |
| CTRP | Sell | Ctrip.Com Intl ADR | $450,646,000 | +69.3% | 7,712,574 | -5.5% | 1.14% | +41.1% |
| ITUB | Buy | Itau Unibanco Holding SA-ADRspon adr rep pfd | $447,696,000 | +10.4% | 31,706,587 | +1.1% | 1.13% | -7.9% |
| EOG | Buy | EOG Resources | $436,851,000 | +38.7% | 2,580,636 | +7.9% | 1.10% | +15.6% |
| SGEN | Buy | Seattle Genetics | $430,030,000 | +160.9% | 9,811,312 | +87.3% | 1.09% | +117.6% |
| MKL | Buy | Markel Corp | $408,349,000 | +14.1% | 788,669 | +16.1% | 1.03% | -4.9% |
| MCO | Buy | Moody's Corp | $401,586,000 | +28.7% | 5,710,010 | +11.5% | 1.02% | +7.3% |
| RYAAY | Buy | Ryanair ADRsponsored adr | $366,873,000 | +6.1% | 7,375,819 | +9.9% | 0.93% | -11.5% |
| PEP | Buy | Pepsico | $363,905,000 | -1.5% | 4,577,414 | +1.3% | 0.92% | -17.8% |
| FRC | Buy | First Republic Bank | $346,102,000 | +43.4% | 7,422,295 | +18.3% | 0.88% | +19.5% |
| MTB | Buy | M&T Bank | $328,746,000 | +155.7% | 2,937,324 | +155.3% | 0.83% | +113.3% |
| MR | Buy | Mindray Medical International ADRspon adr | $326,908,000 | +10.4% | 8,405,970 | +6.3% | 0.83% | -8.0% |
| ERJ | Buy | Embraer ADR | $314,310,000 | +18.6% | 9,680,045 | +34.7% | 0.80% | -1.1% |
| KMX | Buy | CarMax Inc | $304,985,000 | +17.2% | 6,292,238 | +11.6% | 0.77% | -2.2% |
| XLNX | Buy | Xilinx | $298,550,000 | +31.0% | 6,371,090 | +10.8% | 0.76% | +9.3% |
| WAT | Buy | Waters | $285,875,000 | +19.1% | 2,691,600 | +12.2% | 0.72% | -0.7% |
| DIS | Buy | Walt Disney | $282,740,000 | +10.8% | 4,384,250 | +8.5% | 0.72% | -7.6% |
| AMTD | Buy | TD Ameritrade Holding Corp | $280,694,000 | +32.2% | 10,721,696 | +22.7% | 0.71% | +10.2% |
| UPLMQ | Buy | Ultra Petroleum Corp | $271,647,000 | +12.6% | 13,205,979 | +8.5% | 0.69% | -6.1% |
| V | Buy | Visa Inc-Class A Shares | $269,637,000 | +13.7% | 1,410,973 | +8.7% | 0.68% | -5.3% |
| FLIR | Buy | FLIR Sys. | $264,708,000 | +26.9% | 8,430,164 | +9.0% | 0.67% | +5.8% |
| NYCB | Buy | New York Community Bancorp | $256,686,000 | +18.5% | 16,987,866 | +9.8% | 0.65% | -1.4% |
| RCL | Buy | Royal Crbn.Cruises | $249,801,000 | +26.0% | 6,525,637 | +9.7% | 0.63% | +5.0% |
| LECO | Buy | Lincoln Electric Hdg. | $240,227,000 | +134.5% | 3,605,918 | +101.6% | 0.61% | +95.5% |
| PGR | Buy | Progressive | $232,558,000 | +11.3% | 8,540,495 | +3.9% | 0.59% | -7.3% |
| DLB | Buy | Dolby Laboratories 'A' | $229,659,000 | +13.6% | 6,654,866 | +10.1% | 0.58% | -5.2% |
| MHK | Buy | Mohawk Industries | $225,711,000 | +29.9% | 1,732,908 | +12.2% | 0.57% | +8.3% |
| RBA | Buy | Ritchie Bros Auctioneers (USA) | $218,462,000 | +8.0% | 10,826,132 | +2.7% | 0.55% | -9.9% |
| AMX | Sell | America Movil 'L Shares' ADR | $210,299,000 | -49.2% | 10,615,802 | -44.2% | 0.53% | -57.6% |
| V107SC | Buy | Wellpoint Inc | $199,738,000 | +19.1% | 2,388,915 | +16.6% | 0.50% | -0.8% |
| VALEP | Sell | Vale Pref ADRadr repstg pfd | $197,297,000 | -52.3% | 13,884,400 | -59.2% | 0.50% | -60.2% |
| CX | Buy | Cemex ADRspon adr new | $182,930,000 | +39.3% | 16,362,166 | +31.8% | 0.46% | +16.0% |
| PX | Buy | Praxair | $179,864,000 | +20.3% | 1,496,259 | +15.2% | 0.46% | +0.2% |
| NOV | Buy | National Oilwell Varco | $177,902,000 | +22.6% | 2,277,584 | +8.1% | 0.45% | +2.3% |
| QCOM | New | Qualcomm | $165,463,000 | – | 2,456,400 | +100.0% | 0.42% | – |
| BRKB | Buy | Berkshire Hathaway Bcl b new | $163,256,000 | +34.1% | 1,438,247 | +32.2% | 0.41% | +11.6% |
| JNJ | Buy | Johnson & Johnson | $157,079,000 | +44.5% | 1,811,959 | +43.1% | 0.40% | +20.3% |
| ALTR | Buy | Altera Corp | $153,836,000 | +26.9% | 4,139,829 | +12.7% | 0.39% | +5.7% |
| BBBY | Buy | Bed Bath & Beyond | $152,146,000 | +18.8% | 1,966,728 | +8.9% | 0.38% | -1.0% |
| YOKU | Sell | Youku Inc ADRsponsored adr | $145,697,000 | +40.4% | 5,317,416 | -1.7% | 0.37% | +17.1% |
| PFE | Buy | Pfizer | $137,309,000 | +8.9% | 4,782,624 | +6.2% | 0.35% | -9.4% |
| TDC | Buy | Teradata | $133,635,000 | +22.8% | 2,410,446 | +11.3% | 0.34% | +2.4% |
| ARCO | Buy | Arcos Dorados Holdings | $129,040,000 | +4.1% | 10,889,424 | +2.7% | 0.33% | -13.3% |
| ORLY | Sell | O'Reilly Automotive | $126,801,000 | -3.1% | 993,811 | -14.5% | 0.32% | -19.1% |
| OMC | Sell | Omnicom | $120,946,000 | -72.3% | 1,906,459 | -72.6% | 0.31% | -76.9% |
| QGEN | Buy | Qiagen N.V | $116,227,000 | +19.8% | 5,431,200 | +11.5% | 0.29% | 0.0% |
| MTD | Buy | Mettler-Toledo | $114,942,000 | +27.8% | 478,747 | +7.1% | 0.29% | +6.6% |
| PBR | Sell | Petrobras Common ADRsponsored adr | $114,514,000 | +10.0% | 7,392,735 | -4.7% | 0.29% | -8.2% |
| TER | Buy | Teradyne | $109,950,000 | +2.9% | 6,655,588 | +9.5% | 0.28% | -14.2% |
| PBRA | Buy | Petrobras Pref ADRsp adr non vtg | $107,220,000 | +31.5% | 6,408,886 | +15.2% | 0.27% | +9.7% |
| USB | Sell | US Bancorp | $101,771,000 | -2.5% | 2,782,149 | -3.6% | 0.26% | -18.9% |
| KRFT | Buy | Kraft Foods Group | $93,801,000 | +12.0% | 1,788,752 | +19.4% | 0.24% | -6.7% |
| IBN | Buy | ICICI Bank ADRadr | $90,346,000 | +10.0% | 2,964,100 | +38.1% | 0.23% | -8.0% |
| PSMT | Buy | PriceSmart | $88,610,000 | +9.0% | 930,388 | +0.3% | 0.22% | -9.3% |
| MYGN | New | Myriad Genetics Inc | $86,089,000 | – | 3,663,400 | +100.0% | 0.22% | – |
| CCE | Buy | Coca-Cola Enterprises | $83,753,000 | +38.1% | 2,082,871 | +20.8% | 0.21% | +15.2% |
| BFB | Buy | Brown-Forman Bcl b | $82,379,000 | +7.6% | 1,209,149 | +6.6% | 0.21% | -10.3% |
| CVE | Sell | Cenovus Energy Inc | $81,144,000 | -0.1% | 2,713,344 | -5.0% | 0.20% | -17.0% |
| DHR | Buy | Danaher | $76,248,000 | +91.9% | 1,099,944 | +75.2% | 0.19% | +59.5% |
| SOHU | Buy | Sohu.com | $74,966,000 | +29.0% | 950,983 | +0.9% | 0.19% | +8.0% |
| WPRT | Sell | Westport Innovations Inc US | $74,654,000 | -28.0% | 3,079,532 | -0.2% | 0.19% | -40.0% |
| APA | Buy | Apache Corp | $73,508,000 | +11.0% | 863,382 | +9.3% | 0.19% | -7.5% |
| SQM | Sell | Quimica Y Minera ADRspon adr ser b | $72,479,000 | -25.1% | 2,372,468 | -1.0% | 0.18% | -37.8% |
| WSO | Buy | Watsco Inc | $70,461,000 | +38.1% | 747,442 | +23.0% | 0.18% | +14.8% |
| CL | Sell | Colgate-Palmolive | $68,351,000 | -11.0% | 1,152,638 | -14.0% | 0.17% | -25.8% |
| WW | Buy | Weight Watchers Intl. | $61,268,000 | -8.0% | 1,639,493 | +13.3% | 0.16% | -23.3% |
| CPA | Buy | Copa Holdings S Acl a | $58,508,000 | +8.0% | 421,916 | +2.1% | 0.15% | -9.8% |
| UPS | Buy | United Parcel Servicecl b | $57,367,000 | +8.3% | 627,861 | +2.5% | 0.14% | -9.9% |
| LULU | Buy | Lululemon Athletica | $55,219,000 | +97.9% | 755,496 | +77.4% | 0.14% | +64.7% |
| ALNY | Sell | Alnylam Pharmaceuticals | $48,200,000 | +72.5% | 753,000 | -16.4% | 0.12% | +43.5% |
| TJX | Buy | TJX Companies | $47,839,000 | +26.5% | 848,347 | +12.3% | 0.12% | +5.2% |
| ADI | Buy | Analog Devices | $43,735,000 | +7.9% | 929,557 | +3.3% | 0.11% | -9.8% |
| CCH | Sell | Coca Cola Hbc ADRsponsored adr | $40,001,000 | +17.2% | 1,339,164 | -8.3% | 0.10% | -2.9% |
| IHS | Sell | IHS Inc 'A'cl a | $39,387,000 | +7.3% | 344,962 | -1.9% | 0.10% | -9.9% |
| XOM | Buy | Exxon Mobil | $36,765,000 | +20.6% | 427,308 | +26.6% | 0.09% | 0.0% |
| SLH | Buy | Solera Holdings | $35,441,000 | -2.7% | 670,326 | +2.5% | 0.09% | -18.2% |
| LLTC | Buy | Linear Technology | $34,993,000 | +20.9% | 882,322 | +12.3% | 0.09% | +1.1% |
| PCLN | Sell | Priceline.Com | $34,073,000 | +14.8% | 33,703 | -6.0% | 0.09% | -4.4% |
| MON | Sell | Monsanto Co | $33,894,000 | -49.5% | 324,750 | -52.2% | 0.09% | -57.8% |
| SSYS | Sell | Stratasys | $33,750,000 | +15.3% | 333,300 | -4.6% | 0.08% | -4.5% |
| MCD | Sell | McDonald's | $32,769,000 | -4.1% | 340,604 | -1.4% | 0.08% | -20.2% |
| LIFE | Sell | Life Technologies Corp | $32,759,000 | -57.6% | 437,771 | -58.1% | 0.08% | -64.5% |
| ROK | Buy | Rockwell Automation | $32,529,000 | +47.1% | 304,178 | +14.3% | 0.08% | +22.4% |
| IMAX | Sell | IMAX Corp | $31,231,000 | +8.3% | 1,032,760 | -10.9% | 0.08% | -9.2% |
| MLM | Buy | Martin Marietta Materials | $29,388,000 | +33.0% | 299,372 | +33.3% | 0.07% | +10.4% |
| Z | Sell | Zillowcl a | $28,265,000 | +49.8% | 335,010 | -0.0% | 0.07% | +26.3% |
| GHDX | Buy | Genomic Health | $25,552,000 | +50.4% | 835,566 | +55.9% | 0.06% | +25.0% |
| PLX | Buy | Protalix Biotherapeutics | $25,134,000 | +7.1% | 5,548,351 | +16.1% | 0.06% | -9.9% |
| IRBT | Buy | iRobot | $25,254,000 | +7.7% | 670,400 | +13.7% | 0.06% | -9.9% |
| WDAY | Workday Inccl a | $24,279,000 | +26.3% | 300,000 | 0.0% | 0.06% | +5.2% | |
| BEAM | Buy | Beam Inc | $24,114,000 | +4.8% | 372,993 | +2.3% | 0.06% | -12.9% |
| BKW | Burger King Worldwide | $23,436,000 | +0.1% | 1,200,600 | 0.0% | 0.06% | -16.9% | |
| AIG | AIG | $23,489,000 | +8.8% | 483,000 | 0.0% | 0.06% | -10.6% | |
| CCU | New | CIA Cervecerias Unidas ADRsponsored adr | $22,182,000 | – | 833,602 | +100.0% | 0.06% | – |
| PM | Buy | Philip Morris Intl | $21,639,000 | +59.9% | 249,905 | +59.9% | 0.06% | +34.1% |
| OPEN | Buy | Opentable | $20,827,000 | +11.3% | 297,600 | +1.7% | 0.05% | -7.0% |
| FFIV | Buy | F5 Networks | $20,293,000 | +175.0% | 236,622 | +120.6% | 0.05% | +131.8% |
| PWE | Buy | Penn West Petroleum Ltd | $20,319,000 | +16.9% | 1,827,344 | +10.6% | 0.05% | -3.8% |
| ANGI | Sell | Angie's List | $20,031,000 | -28.7% | 890,262 | -15.8% | 0.05% | -40.0% |
| MSFT | Buy | Microsoft | $20,255,000 | +70.1% | 608,082 | +76.4% | 0.05% | +41.7% |
| BMY | Buy | Bristol Myers Squibb | $18,013,000 | +8.1% | 389,220 | +4.4% | 0.05% | -9.8% |
| HD | Sell | Home Depot | $16,703,000 | -58.6% | 220,205 | -57.7% | 0.04% | -65.9% |
| SLW | Silver Wheaton (Nys) | $15,817,000 | +26.0% | 638,400 | 0.0% | 0.04% | +5.3% | |
| CRIS | Buy | Curis | $14,891,000 | +41.5% | 3,338,800 | +1.2% | 0.04% | +18.8% |
| CWT | New | California Water Service | $14,834,000 | – | 730,000 | +100.0% | 0.04% | – |
| AWK | New | American Water Works Co | $14,861,000 | – | 360,000 | +100.0% | 0.04% | – |
| WTR | New | Aqua America | $14,529,000 | – | 587,500 | +100.0% | 0.04% | – |
| KSU | Sell | Kansas City Southern | $14,175,000 | +2.4% | 129,621 | -0.8% | 0.04% | -14.3% |
| AWR | New | American States Water | $14,331,000 | – | 520,000 | +100.0% | 0.04% | – |
| REGN | Buy | Regeneron Pharmaceuticals | $12,344,000 | +3183.0% | 39,452 | +2259.6% | 0.03% | +3000.0% |
| HEI | New | HEICO | $11,477,000 | – | 169,420 | +100.0% | 0.03% | – |
| IDXX | Idexx Laboratories | $10,667,000 | +11.0% | 107,039 | 0.0% | 0.03% | -6.9% | |
| TYG | Buy | Tortoise Energy Infrastructure | $9,648,000 | +23.7% | 210,205 | +25.3% | 0.02% | 0.0% |
| ORCL | New | Oracle Corp | $9,130,000 | – | 275,261 | +100.0% | 0.02% | – |
| ECA | Encana Corp | $8,710,000 | +2.7% | 503,000 | 0.0% | 0.02% | -15.4% | |
| WMT | New | Wal-Mart Stores | $8,309,000 | – | 112,340 | +100.0% | 0.02% | – |
| BBD | Banco Bradesco Pn ADRsp adr pfd new | $8,438,000 | +6.7% | 607,902 | 0.0% | 0.02% | -12.5% | |
| FEIC | Buy | FEI Company | $7,437,000 | +43.1% | 84,700 | +19.0% | 0.02% | +18.8% |
| PWR | Buy | Quanta Services | $7,189,000 | +13.6% | 261,320 | +9.3% | 0.02% | -5.3% |
| FAST | New | Fastenal | $7,249,000 | – | 144,252 | +100.0% | 0.02% | – |
| SLB | New | Schlumberger | $6,679,000 | – | 75,590 | +100.0% | 0.02% | – |
| BGC | Buy | General Cable Corp | $6,616,000 | +12.3% | 208,376 | +8.8% | 0.02% | -5.6% |
| NLY | Buy | Annaly Capital Man. | $6,472,000 | +99.6% | 558,883 | +116.6% | 0.02% | +60.0% |
| DCI | New | Donaldson | $6,163,000 | – | 161,629 | +100.0% | 0.02% | – |
| RAI | Buy | Reynolds American | $5,911,000 | +17.5% | 121,179 | +16.5% | 0.02% | 0.0% |
| ADP | New | Automatic Data Processing | $5,797,000 | – | 80,089 | +100.0% | 0.02% | – |
| BB | New | Blackberry Ltd | $5,093,000 | – | 646,302 | +100.0% | 0.01% | – |
| TIF | New | Tiffany & Co | $5,219,000 | – | 68,117 | +100.0% | 0.01% | – |
| SHW | New | Sherwin-Williams Co | $4,886,000 | – | 26,821 | +100.0% | 0.01% | – |
| ECL | New | Ecolab | $4,795,000 | – | 48,551 | +100.0% | 0.01% | – |
| VAR | New | Varian Medical Systems Inc | $4,788,000 | – | 64,075 | +100.0% | 0.01% | – |
| AXP | New | American Express | $4,592,000 | – | 60,810 | +100.0% | 0.01% | – |
| NDSN | New | Nordson Corp | $4,481,000 | – | 60,859 | +100.0% | 0.01% | – |
| ACWI | New | Ishares Msci Acwi Index Fmsci acwi etf | $3,774,000 | – | 70,000 | +100.0% | 0.01% | – |
| PACT | Pactera Technology International ADRsponsored adr | $3,837,000 | -12.7% | 651,400 | 0.0% | 0.01% | -23.1% | |
| CHRW | New | CH Robinson Worldwide | $3,734,000 | – | 62,687 | +100.0% | 0.01% | – |
| JCI | New | Johnson Controls | $3,734,000 | – | 89,979 | +100.0% | 0.01% | – |
| EWZ | Sell | iShares MSCI Brazil IDX FDmsci brazil | $3,258,000 | +8.0% | 68,011 | -1.1% | 0.01% | -11.1% |
| MKTX | Buy | Marketaxess Holdings | $2,798,000 | +215.1% | 46,600 | +145.3% | 0.01% | +133.3% |
| TEVA | Teva Pharmaceutical ADRadr | $2,620,000 | -3.6% | 69,350 | 0.0% | 0.01% | -12.5% | |
| BRKA | Berkshire Hathaway 'A'cl a | $2,556,000 | +1.1% | 15 | 0.0% | 0.01% | -25.0% | |
| NVDQ | Buy | Novadaq Technologies Inc | $2,454,000 | +488.5% | 148,000 | +377.4% | 0.01% | +500.0% |
| IPGP | Buy | IPG Photonics Corp | $1,796,000 | +106.9% | 31,900 | +123.1% | 0.01% | +66.7% |
| DXCM | Buy | Dexcom Inc | $1,863,000 | +176.8% | 66,000 | +120.0% | 0.01% | +150.0% |
| MCHP | New | Microchip Technology | $2,105,000 | – | 52,237 | +100.0% | 0.01% | – |
| EPAM | Buy | EPAM Systems | $1,639,000 | +194.3% | 47,500 | +131.7% | 0.00% | +100.0% |
| STMP | Buy | Stamps.Com | $1,773,000 | +125.0% | 38,600 | +93.0% | 0.00% | +100.0% |
| FARO | Buy | Faro Technologies | $1,008,000 | +150.7% | 23,900 | +100.8% | 0.00% | +200.0% |
| AVAV | Buy | Aerovironment | $1,150,000 | +150.0% | 49,800 | +118.4% | 0.00% | +200.0% |
| AMAP | Buy | Autonavi Holdings ADRsponsored adr | $1,020,000 | +122.2% | 68,400 | +80.0% | 0.00% | +200.0% |
| MMYT | New | Make My Trip | $1,095,000 | – | 73,800 | +100.0% | 0.00% | – |
| POWI | Buy | Power Intergrations | $839,000 | +143.2% | 15,500 | +82.4% | 0.00% | +100.0% |
| P103PS | NPS Pharmaceuticals | $801,000 | +110.8% | 25,173 | 0.0% | 0.00% | +100.0% | |
| ACTG | Buy | Acacia Reasearch Corp | $842,000 | +23.5% | 36,500 | +19.7% | 0.00% | 0.0% |
| GIVN | Buy | Given Imaging Ltd | $874,000 | +259.7% | 45,441 | +162.0% | 0.00% | +100.0% |
| ELLI | New | Ellie Mae | $672,000 | – | 21,000 | +100.0% | 0.00% | – |
| HOLX | Hologic Inc | $249,000 | +7.3% | 12,045 | 0.0% | 0.00% | 0.0% | |
| ONXX | Onyx Pharmaceuticals Inc | $384,000 | +43.8% | 3,079 | 0.0% | 0.00% | 0.0% | |
| NOAH | Noah Holdings Adr 2:1sponsored ads | $460,000 | +92.5% | 27,000 | 0.0% | 0.00% | 0.0% | |
| MDGN | Buy | Medgenics | $373,000 | +328.7% | 47,855 | +109.4% | 0.00% | – |
| LPI | New | Laredo Petroleum Holding Inc | $297,000 | – | 10,000 | +100.0% | 0.00% | – |
| IL | Intralinks Holdings | $290,000 | +20.8% | 33,000 | 0.0% | 0.00% | 0.0% | |
| ESINQ | ITT Educational Services Inc | $463,000 | +26.8% | 14,949 | 0.0% | 0.00% | 0.0% | |
| HSP | Hospira Inc | $282,000 | +2.5% | 7,191 | 0.0% | 0.00% | 0.0% | |
| SCR | Simcere Pharm.Gp.Adr 1:2sponsored adr | $231,000 | 0.0% | 24,400 | 0.0% | 0.00% | 0.0% | |
| CPHD | Cepheid | $210,000 | +13.5% | 5,367 | 0.0% | 0.00% | 0.0% | |
| CELG | Celgene | $536,000 | +31.7% | 3,483 | 0.0% | 0.00% | 0.0% | |
| CECO | Career Education Corp | $271,000 | -4.6% | 98,062 | 0.0% | 0.00% | 0.0% | |
| BMRN | Biomarin Pharmaceutical Inc | $430,000 | +29.5% | 5,949 | 0.0% | 0.00% | 0.0% | |
| ADSK | Autodesk | $306,000 | +20.9% | 7,441 | 0.0% | 0.00% | 0.0% | |
| AMED | Amedisys Inc | $329,000 | +48.2% | 19,129 | 0.0% | 0.00% | 0.0% | |
| A | Agilent Technologies Inc | $323,000 | +19.6% | 6,304 | 0.0% | 0.00% | 0.0% | |
| EXEL | Exelixis | $93,000 | +29.2% | 15,912 | 0.0% | 0.00% | – | |
| SILU | Exit | Sprott Resource Lending | $0 | – | -60,000 | -100.0% | 0.00% | – |
| WSHLY | WSP Holdings Ltd - ADRadr new | $187,000 | -33.0% | 90,400 | 0.0% | 0.00% | -100.0% | |
| CCURT | New | CIA Cervecerias Rightsright 10/04/2013 | $60,000 | – | 133,474 | +100.0% | 0.00% | – |
| EMAN | Emagin | $120,000 | -15.5% | 40,000 | 0.0% | 0.00% | – | |
| BTX | Biotime | $78,000 | -4.9% | 20,648 | 0.0% | 0.00% | – | |
| RAIL | Freightcar America | $86,000 | +21.1% | 4,165 | 0.0% | 0.00% | – | |
| GAME | Shanda Games Adr 1:2 'A'sp adr reptg a | $181,000 | -1.1% | 46,300 | 0.0% | 0.00% | -100.0% | |
| SQNM | Sequenom | $110,000 | -36.4% | 41,194 | 0.0% | 0.00% | -100.0% | |
| YONG | Yongye International Inc | $120,000 | +15.4% | 19,400 | 0.0% | 0.00% | – | |
| ARIA | Ariad Pharmaceuticals Inc | $98,000 | +5.4% | 5,327 | 0.0% | 0.00% | – | |
| APOL | Apollo Group Inc Class Acl a | $87,000 | +17.6% | 4,200 | 0.0% | 0.00% | – | |
| RBCAA | Sell | Republic Bancorp Inc Class Acl a | $3,000 | -80.0% | 100 | -85.7% | 0.00% | – |
| XRTX | Xyratex Ltd | $194,000 | +10.2% | 17,456 | 0.0% | 0.00% | -100.0% | |
| DGX | Quest Diagnostics | $165,000 | +1.9% | 2,665 | 0.0% | 0.00% | – | |
| MDVN | Medivation Inc | $189,000 | +21.9% | 3,148 | 0.0% | 0.00% | – | |
| NTE | Nam Tai Electronics Inc | $91,000 | +37.9% | 11,700 | 0.0% | 0.00% | – | |
| NCQ | Novacopper Inc | $42,000 | +7.7% | 22,000 | 0.0% | 0.00% | – | |
| MEMS | Exit | Memsic Inc | $0 | – | -10,100 | -100.0% | 0.00% | – |
| HOGS | Exit | Zhongpin Inc | $0 | – | -16,682 | -100.0% | -0.00% | – |
| EGO | Exit | Eldorado Gold (C$) | $0 | – | -96,400 | -100.0% | -0.00% | – |
| POT | Exit | Potash Corp of Sask. | $0 | – | -170,125 | -100.0% | -0.02% | – |
| BBRY | Exit | Research In Motion | $0 | – | -646,302 | -100.0% | -0.02% | – |
| VALE | Exit | Vale Common ADRadr | $0 | – | -1,492,235 | -100.0% | -0.06% | – |
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 2013-11-08
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)
| 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 CorpSold 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% |
View Baillie Gifford's complete significant-ownership history.
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 |
View Baillie Gifford's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.