Baillie Gifford

Q2 2013 13F

As of: Jun 30, 2013
Filed: Aug 7, 2013
US stock: $33.0B
Positions: 187
Options notional: $0
Documents: 1· no amendments

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

US stock listed on a US exchange 100.0%
Foreign stock not listed in the US 0.0%
Notes debt, at principal 0.0%
Puts at notional value 0.0%
Calls at notional value 0.0%

Moves

First filing on record. Nothing to compare against.

The book

Focused · behaves like 30 equal-sized positions

Very concentrated
Concentrated
Focused
Diversified

Turnover · first filing on record

Low
Moderate
High

Top 5 positions32% of US stock

AMZN Amazon.Com Inc held held9.9%
BIDU Baidu, Inc. held held8.7%
unresolved Google Inc. held held5.6%
EBAY eBay Inc held held4.5%
ILMN Illumina Inc held held3.7%

Positions187 in this filing · 0 exited


AMZNAmazon.Com Inc	9.92%	11,767,270	$3.3B	held	—	new
BIDUBaidu, Inc.	8.71%	30,362,750	$2.9B	held	—	new
unresolvedGoogle Inc.	5.63%	2,108,770	$1.9B	held	—	new
EBAYeBay Inc	4.49%	28,607,817	$1.5B	held	—	new
ILMNIllumina Inc	3.72%	16,398,689	$1.2B	held	—	new
ISRGIntuitive Surgical Inc.	3.55%	2,307,507	$1.2B	held	—	new
unresolvedWhole Foods Market	3.46%	22,164,963	$1.1B	held	—	new
AAPLApple Inc.	3.02%	2,514,868	$996M	held	—	new
CRMSalesforce, Inc.	2.51%	21,639,003	$826M	held	—	new
DEDeere & Company	1.89%	7,648,219	$621M	held	—	new
METAMeta Platforms, Inc. Class A	1.79%	23,690,777	$589M	held	—	new
TRIPTripAdvisor, Inc.	1.79%	9,699,007	$590M	held	—	new
MELIMercado Libre, Inc	1.77%	5,424,261	$585M	held	—	new
TSMTaiwan Semiconductor Manufacturing Company Ltd.	1.68%	30,173,160	$553M	held	—	new
BAPCredicorp LTD	1.58%	4,073,658	$521M	held	—	new
unresolvedNew Oriental Ed & Tech Grp I	1.52%	22,631,154	$501M	held	—	new
unresolvedLinkedin Corp Cl A	1.36%	2,517,917	$449M	held	—	new
OMCOmnicom Group Inc.	1.33%	6,949,892	$437M	held	—	new
AMXNAmerica Movil-spn ADR Cl L	1.26%	19,033,946	$414M	held	—	new
unresolvedVale S.A. PFD	1.25%	34,002,978	$413M	held	—	new
ITUBItau Unibanco Holding S.A.	1.23%	31,376,848	$405M	held	—	new
PEPPepsiCo, Inc.	1.12%	4,517,942	$370M	held	—	new
unresolvedRackspace Hosting Inc	1.12%	9,761,836	$370M	held	—	new
MKLMarkel Group Inc.	1.09%	679,337	$358M	held	—	new
MAMastercard Incorporated	1.06%	606,563	$348M	held	—	new
HOGHarley-Davidson, Inc.	1.05%	6,335,344	$347M	held	—	new
unresolvedRyanair Holdings PLC ADR	1.05%	6,709,985	$346M	held	—	new
EOGEOG Resources, Inc.	0.96%	2,391,867	$315M	held	—	new
MCOMoody's Corporation	0.95%	5,122,249	$312M	held	—	new
unresolvedMindray Medical International ADR	0.90%	7,906,185	$296M	held	—	new
CTRPTrip.com Group Limited	0.81%	8,158,005	$266M	held	—	new
EMBJEmbraer S.A.	0.80%	7,186,243	$265M	held	—	new
KMXCarMax Inc.	0.79%	5,635,752	$260M	held	—	new
DISThe Walt Disney Company	0.77%	4,039,684	$255M	held	—	new
TSLATesla, Inc.	0.76%	2,331,839	$251M	held	—	new
FRCBFirst Republic Bk CA	0.73%	6,274,239	$241M	held	—	new
UPLUltra Petroleum Corp	0.73%	12,175,061	$241M	held	—	new
WATWaters Corp	0.73%	2,398,504	$240M	held	—	new
VVISA Inc.	0.72%	1,298,168	$237M	held	—	new
XLNXXilinx Inc	0.69%	5,752,593	$228M	held	—	new
NYCBFlagstar Bank, National Association	0.66%	15,477,860	$217M	held	—	new
AMTTd Ameritrade Holding Corp	0.64%	8,739,322	$212M	held	—	new
FLIRFLIR Systems, Inc. (DE)	0.63%	7,736,382	$209M	held	—	new
PGRProgressive Corporation	0.63%	8,220,150	$209M	held	—	new
DLBDolby Laboratories, Inc.Class A	0.61%	6,042,313	$202M	held	—	new
RBARB Global, Inc.	0.61%	10,542,669	$202M	held	—	new
RCLRoyal Caribbean Group	0.60%	5,946,670	$198M	held	—	new
MHKMohawk Industries, Inc.	0.53%	1,544,518	$174M	held	—	new
unresolvedWellpoint Inc	0.51%	2,049,629	$168M	held	—	new
SGENSeagen Inc.	0.50%	5,238,440	$165M	held	—	new
PXGBXPraxair Inc	0.45%	1,298,820	$150M	held	—	new
NOVNOV Inc.	0.44%	2,106,001	$145M	held	—	new
CXCemex S.A.B. de C.V.	0.40%	12,416,166	$131M	held	—	new
ORLYO'Reilly Automotive, Inc.	0.40%	1,162,388	$131M	held	—	new
BBYD20230930-DK-BUTTERFLY-1 Inc	0.39%	1,806,765	$128M	held	—	new
MTBM&T Bank Corp.	0.39%	1,150,524	$129M	held	—	new
PFEPfizer Inc.	0.38%	4,501,431	$126M	held	—	new
ARCOArcos Dorados Holdings Inc.	0.38%	10,608,069	$124M	held	—	new
unresolvedAltera Corp	0.37%	3,674,899	$121M	held	—	new
BRK.BBERKSHIRE HATHAWAY Class B	0.37%	1,087,973	$122M	held	—	new
JNJJohnson & Johnson	0.33%	1,266,441	$109M	held	—	new
TDCTeradata Corporation	0.33%	2,166,046	$109M	held	—	new
PBRPetroleo Brasileiro S.a.-petrobras	0.32%	7,755,335	$104M	held	—	new
TERTeradyne, Inc.	0.32%	6,078,772	$107M	held	—	new
USBU.S. Bancorp	0.32%	2,886,724	$104M	held	—	new
LECOLincoln Electric Holdings Inc	0.31%	1,788,869	$102M	held	—	new
unresolvedWestport Innovations Inc US	0.31%	3,086,870	$104M	held	—	new
unresolvedYouku Inc ADR	0.31%	5,406,675	$104M	held	—	new
SQMSociedad Quimica y Minera de Chile SA	0.29%	2,395,268	$97M	held	—	new
unresolvedQiagen N.V	0.29%	4,872,700	$97M	held	—	new
MTDMettler-Toledo International	0.27%	446,929	$90M	held	—	new
CVECenovus Energy Inc.	0.25%	2,856,778	$81M	held	—	new
IBNICICI Bank Limited	0.25%	2,146,900	$82M	held	—	new
unresolvedKraft Foods Group Inc	0.25%	1,498,413	$84M	held	—	new
PBR.APetroleo Brasileiro S.A.-Petrobras	0.25%	5,561,786	$82M	held	—	new
PSMTPricesmart Inc	0.25%	927,706	$81M	held	—	new
BF.BBrown-Forman Corporation Class B	0.23%	1,133,850	$77M	held	—	new
CLColgate-Palmolive Company	0.23%	1,339,929	$77M	held	—	new
unresolvedLife Technologies Corp	0.23%	1,043,618	$77M	held	—	new
9990302DApache Corp	0.20%	790,169	$66M	held	—	new
unresolvedMonsanto Co	0.20%	679,203	$67M	held	—	new
WTWWillis Towers Watson Public Limited Company	0.20%	1,447,580	$67M	held	—	new
unresolvedCoca Cola Enterprises Inc Ne	0.18%	1,724,863	$61M	held	—	new
SOHUNSohu.com Inc	0.18%	942,783	$58M	held	—	new
UPSUnited Parcel Service, Inc. Class B	0.16%	612,262	$53M	held	—	new
CPACopa Holdings, S.A.	0.16%	413,216	$54M	held	—	new
WSOWatsco, Inc.	0.15%	607,617	$51M	held	—	new
ADIAnalog Devices, Inc.	0.12%	899,767	$41M	held	—	new
DHRDanaher Corporation	0.12%	627,742	$40M	held	—	new
HDHome Depot, Inc.	0.12%	521,108	$40M	held	—	new
unresolvedIHS Inc 'A'	0.11%	351,728	$37M	held	—	new
unresolvedSolera Holdings	0.11%	654,210	$36M	held	—	new
TJXTJX Companies, Inc. (The)	0.11%	755,258	$38M	held	—	new
unresolvedCoca Cola Hbc ADR	0.10%	1,459,956	$34M	held	—	new
MCDMcDonald's Corporation	0.10%	345,307	$34M	held	—	new
unresolvedAngie's List	0.09%	1,057,908	$28M	held	—	new
XOMExxon Mobil Corp	0.09%	337,418	$30M	held	—	new
IMAXImax Corp	0.09%	1,159,600	$29M	held	—	new
unresolvedLinear Technology Group	0.09%	785,426	$29M	held	—	new
unresolvedPriceline Grp Inc	0.09%	35,871	$30M	held	—	new
SSYSStratasys Inc (ISRAEL)	0.09%	349,400	$29M	held	—	new
ALNYAlnylam Pharmaceuticals, Inc.	0.08%	900,900	$28M	held	—	new
LULUlululemon athletica inc.	0.08%	425,800	$28M	held	—	new
AIGAmerican International Group, Inc.	0.07%	483,000	$22M	held	—	new
unresolvedBeam Inc	0.07%	364,603	$23M	held	—	new
unresolvedBurger King Worldwide Inc	0.07%	1,200,600	$23M	held	—	new
IRBTiRobot Corporation	0.07%	589,400	$23M	held	—	new
MLMMartin Marietta Materials	0.07%	224,581	$22M	held	—	new
PLXProtalix BioTherapeutics, Inc.	0.07%	4,780,062	$23M	held	—	new
ROKRockwell Automation, Inc.	0.07%	266,082	$22M	held	—	new
unresolvedOpentable	0.06%	292,600	$19M	held	—	new
VALEVale S.a.	0.06%	1,492,235	$20M	held	—	new
WDAYWorkday, Inc. Class A	0.06%	300,000	$19M	held	—	new
unresolvedZillow	0.06%	335,040	$19M	held	—	new
BMYBristol-Myers Squibb Co.	0.05%	372,976	$17M	held	—	new
GHDXGenomic Health, Inc.	0.05%	535,910	$17M	held	—	new
unresolvedPenn West Petroleum Ltd	0.05%	1,652,229	$17M	held	—	new
KSUKansas City Southern	0.04%	130,629	$14M	held	—	new
MSFTMicrosoft Corp	0.04%	344,775	$12M	held	—	new
PMPhilip Morris International Inc.	0.04%	156,264	$14M	held	—	new
unresolvedSilver Wheaton (Nys)	0.04%	638,400	$13M	held	—	new
unresolvedCuris	0.03%	3,298,800	$11M	held	—	new
unresolvedEncana Corp	0.03%	503,000	$8M	held	—	new
IDXXIdexx Laboratories Inc	0.03%	107,039	$10M	held	—	new
BBDBanco Bradesco S.A.	0.02%	607,902	$8M	held	—	new
unresolvedFEI Company	0.02%	71,200	$5M	held	—	new
FFIVF5, Inc.	0.02%	107,251	$7M	held	—	new
unresolvedGeneral Cable Corp	0.02%	191,606	$6M	held	—	new
POTPotash Corp Of Saskatchewan	0.02%	170,125	$6M	held	—	new
PWRQuanta Services, Inc.	0.02%	239,146	$6M	held	—	new
unresolvedResearch In Motion	0.02%	646,302	$7M	held	—	new
unresolvedReynolds American	0.02%	104,003	$5M	held	—	new
TYGTortoise Energy Infrastructure Corp.	0.02%	167,759	$8M	held	—	new
NLYAnnaly Capital Management. Inc.	0.01%	257,982	$3M	held	—	new
BRK.ABerkshire Hathaway Inc.	0.01%	15	$3M	held	—	new
EWZiShares MSCI Brazil ETF	0.01%	68,780	$3M	held	—	new
unresolvedPactera Technology Intl Ltd Sp	0.01%	651,400	$4M	held	—	new
TEVATeva Pharmaceutical Industries Limited	0.01%	69,350	$3M	held	—	new
ACTGAcacia Research Corporation	0.00%	30,500	$682,000	held	—	new
AVAVAeroVironment, Inc.	0.00%	22,800	$460,000	held	—	new
AAgilent Technologies Inc.	0.00%	6,304	$270,000	held	—	new
AMEDAmedisys Inc	0.00%	19,129	$222,000	held	—	new
unresolvedApollo Group Inc Class A	0.00%	4,200	$74,000	held	—	new
unresolvedARIAD Pharms Inc	0.00%	5,327	$93,000	held	—	new
ADSKAutodesk Inc	0.00%	7,441	$253,000	held	—	new
unresolvedAutonavi Holdings ADR	0.00%	38,000	$459,000	held	—	new
BMRNBioMarin Pharmaceuticals Inc	0.00%	5,949	$332,000	held	—	new
BTXBiotime Inc	0.00%	20,648	$82,000	held	—	new
CECOPerdoceo Education Corporation	0.00%	98,062	$284,000	held	—	new
CELGCelgene Corp	0.00%	3,483	$407,000	held	—	new
unresolvedCepheid	0.00%	5,367	$185,000	held	—	new
DXCMDexCom, Inc.	0.00%	30,000	$673,000	held	—	new
unresolvedEldorado Gold (C$)	0.00%	96,400	$595,000	held	—	new
EMGAEmagin Corporation	0.00%	40,000	$142,000	held	—	new
EPAMEpam Systems, Inc.	0.00%	20,500	$557,000	held	—	new
EXELExelixis Inc	0.00%	15,912	$72,000	held	—	new
FAROFaro Technologies Inc	0.00%	11,900	$402,000	held	—	new
RAILFreightCar America, Inc.	0.00%	4,165	$71,000	held	—	new
HOLXHologic Inc	0.00%	12,045	$232,000	held	—	new
unresolvedHospira Inc	0.00%	7,191	$275,000	held	—	new
IPGPIPG Photonics Corporation	0.00%	14,300	$868,000	held	—	new
ESINQItt Educational Svcs Inc	0.00%	14,949	$365,000	held	—	new
unresolvedIntralinks Holdings	0.00%	33,000	$240,000	held	—	new
MKTXMarketAxess Holdings Inc.	0.00%	19,000	$888,000	held	—	new
unresolvedMedgenics	0.00%	22,855	$87,000	held	—	new
unresolvedMedivation Inc	0.00%	3,148	$155,000	held	—	new
unresolvedMemsic Inc	0.00%	10,100	$41,000	held	—	new
unresolvedNPS Pharmaceuticals	0.00%	25,173	$380,000	held	—	new
unresolvedNam Tai Property Inc	0.00%	11,700	$66,000	held	—	new
NOAHNoah Holdings Limited	0.00%	27,000	$239,000	held	—	new
unresolvedNovadaq Technologies Inc	0.00%	31,000	$417,000	held	—	new
unresolvedNovacopper Inc	0.00%	22,000	$39,000	held	—	new
unresolvedOnyx Pharmaceuticals Inc	0.00%	3,079	$267,000	held	—	new
POWIPower Integrations Inc	0.00%	8,500	$345,000	held	—	new
DGXQuest Diagnostics Inc.	0.00%	2,665	$162,000	held	—	new
REGNRegeneron Pharmaceuticals Inc	0.00%	1,672	$376,000	held	—	new
RBCAARepublic Bancorp Inc/KY	0.00%	700	$15,000	held	—	new
unresolvedSequenom	0.00%	41,194	$173,000	held	—	new
unresolvedShanda Games Adr 1:2 'A'	0.00%	46,300	$183,000	held	—	new
unresolvedSimcere Pharm.Gp.Adr 1:2	0.00%	24,400	$231,000	held	—	new
unresolvedSprott Resource Lending	0.00%	60,000	$74,000	held	—	new
STMPStamps.com, Inc.	0.00%	20,000	$788,000	held	—	new
unresolvedWsp Holdings Ltd-adr	0.00%	90,400	$279,000	held	—	new
unresolvedYongye International Inc	0.00%	19,400	$104,000	held	—	new
unresolvedZhongpin Inc	0.00%	16,682	$225,000	held	—	new
unresolvedXyratex Ltd	0.00%	17,456	$176,000	held	—	new
unresolvedGiven Imaging Ltd	0.00%	17,341	$243,000	held	—	new