13F filer · CIK 1088875 ↗
Baillie Gifford & Co
You are looking at Q2 2017. See the latest, Q2 2026 →
Reported value
$74.34B
+8.2% on the quarter before
Positions
201
8 new · 7 sold out
Top 10
51.1%
of the value
Est. gain
+$7.24B
on stocks held all quarter
Est. return
+11.0%
on those stocks since Q1 2017
Positions as of Jun 30, 2017, from Baillie Gifford & Co's 13F filing with the SEC. A 13F lists a manager's US-listed stocks and options at a quarter end and is filed up to 45 days later, so the fund may hold something else today. It leaves out short positions, cash and holdings outside the US.
Portfolio at a glance
- New
- Added
- Cut
- Same
- Options
Each tile is a position, sized by its share, colored by what the fund did with it since Q1 2017. Striped tiles are options.
Largest buys
Since Q1 2017, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Apache Corp~$218.6MAdded · 0.6% → 0.8%+4,561,430 shares
- Siteone Landscape Supply~$211.3MNew · 0.0% → 0.3%+4,058,655 shares
- AMD~$184.8MNew · 0.0% → 0.2%+14,804,991 shares
- Under Armour Inc Class A~$144.8MAdded · 0.5% → 0.7%+6,654,068 shares
- 58.Com Inc ADR~$59.4MNew · 0.0% → 0.1%+1,346,032 shares
- Activision Blizzard Inc~$46.7MAdded · 0.0% → 0.1%+810,728 shares
- Abiomed~$42.9MAdded · 0.3% → 0.4%+299,255 shares
- Fortive Corp~$32.4MAdded · 0.0% → 0.1%+512,173 shares
- Marketaxess Holdings~$27.1MAdded · 0.7% → 0.7%+134,588 shares
- Bluebird Bio Inc~$20.6MAdded · 0.7% → 0.8%+196,025 shares
Largest sells
Since Q1 2017, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Amazon~$363.5MCut · 9.3% → 8.9%−375,561 shares
- Intuitive Surgical~$346.9MCut · 1.7% → 1.5%−370,850 shares
- Monsanto Co~$316.1MSold out · 0.5% → 0.0%−2,792,698 shares
- Tripadvisor~$225.5MCut · 0.6% → 0.2%−5,904,146 shares
- Nvidia~$200.5MCut · 2.2% → 2.4%−1,387,223 shares
- Ferrari Nv~$169.9MCut · 1.9% → 1.8%−1,982,485 shares
- Teradyne~$141.3MCut · 0.7% → 0.5%−4,706,413 shares
- First Republic Bank~$140.5MCut · 1.0% → 0.8%−1,403,391 shares
- Meta~$103.9MCut · 5.0% → 4.8%−688,157 shares
- Alibaba~$99.2MCut · 7.5% → 9.0%−704,016 shares
Holdings
As of Jun 30, 2017. Changes are in shares against Mar 31, 2017, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| AlibabaSPONSORED ADS · shares −1.5% · price +30.7% | 9.0% | $6.66B | +$1.56B | ||||||||
| AmazonCOM · shares −5.2% · price +9.2% | 8.9% | $6.60B | +$555.2M | ||||||||
| TeslaCOM · shares −1.5% · price +29.9% | 6.5% | $4.85B | +$1.12B | ||||||||
| BaiduSPON ADR REP A · shares −1.3% · price +3.7% | 5.7% | $4.26B | +$150.9M | ||||||||
| MetaCL A · shares −2.9% · price +6.3% | 4.8% | $3.53B | +$209.0M | ||||||||
| IlluminaCOM · shares −0.4% · price +1.7% | 4.4% | $3.24B | +$53.8M | ||||||||
| Ctrip.Com Intl Sponsored ADRAMERICAN DEP SHS · shares −0.4% · price +9.6% | 3.7% | $2.77B | +$242.3M | ||||||||
| AlphabetCAP STK CL C · shares −2.2% · price +9.5% | 3.6% | $2.65B | +$231.1M | ||||||||
| NvidiaCOM · shares −10.0% · price +32.7% | 2.4% | $1.81B | +$445.2M | ||||||||
| TSMCSPONSORED ADR · shares −1.8% · price +6.5% | 2.2% | $1.62B | +$98.0M | ||||||||
| MercadoLibreCOM · shares −0.9% · price +18.6% | 2.1% | $1.55B | +$243.0M | ||||||||
| Royal Crbn.CruisesCOM · shares −0.9% · price +11.3% | 1.9% | $1.45B | +$147.5M | ||||||||
| Ferrari NvCOM · shares −11% · price +14.9% | 1.8% | $1.33B | +$172.8M | ||||||||
| NetflixCOM · shares −1.6% · price +1.1% | 1.5% | $1.12B | +$12.0M | ||||||||
| Intuitive SurgicalCOM NEW · shares −24% · price +22.0% | 1.5% | $1.10B | +$198.6M | ||||||||
| Anthem IncCOM · shares −0.9% · price +13.8% | 1.3% | $932.6M | +$112.8M | ||||||||
| Td Ameritrade Holding CorpCOM · shares −1.1% · price +10.6% | 1.1% | $836.0M | +$80.3M | ||||||||
| Moody's CorporationCOM · shares −1.4% · price +8.6% | 1.1% | $828.5M | +$65.6M | ||||||||
| Seattle GeneticsCOM · shares −2.2% · price −17.7% | 1.1% | $819.5M | −$176.1M | ||||||||
| WorkdayCL A · shares −3.8% · price +16.5% | 0.99% | $734.9M | +$104.0M | ||||||||
| Ryanair ADRSPONSORED ADR NE · shares −4.7% · price +29.7% | 0.96% | $717.0M | +$164.1M | ||||||||
| Fiat Chrysler AutomobilesSHS · shares −1.7% · price −4.0% | 0.96% | $710.8M | −$29.4M | ||||||||
| MastercardCL A · shares −0.09% · price +8.0% | 0.92% | $687.2M | +$50.8M | ||||||||
| Apache CorpCOM · shares +58% · price −6.7% | 0.80% | $595.8M | −$27.2M | ||||||||
| Visa Inc.COM CL A · shares −1.0% · price +5.5% | 0.80% | $592.9M | +$31.0M | ||||||||
| Total · 201 positions | 100% | $74.34B | +$7.24B |
Price is a stock's reported value over its shares at the quarter end. The estimated gain is the shares held at both quarter ends times the change in that price: shares bought or sold during the quarter add nothing, options are left out, and a stock split is read into the earlier share count and price.
What made money
From Q1 2017 to Q2 2017: 193 stocks held throughout, up $7.24B (+11.0%).
- Alibaba+$1.56B+31%
- Tesla+$1.12B+30%
- Amazon+$555.2M+9%
- Nvidia+$445.2M+33%
- MercadoLibre+$243.0M+19%
- Financial Engines−$38.6M−16%
- Ch Robinson Worldwide−$44.1M−11%
- Ritchie Bros Auctioneers (Usa)−$48.1M−13%
- Dexcom Inc−$70.6M−14%
- Seattle Genetics−$176.1M−18%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out.
Reported value by quarter
The total value of each quarter's 13F at that quarter end. It moves with prices as well as with buying and selling. Pick a quarter to see what the fund held then.
Every quarter's filing
| Quarter | Reported value | Filing | |
|---|---|---|---|
| Q2 2026 | Aug 6, 2026 | $110.23B+13% | SEC ↗ |
| Q1 2026 | May 8, 2026 | $97.89B−19% | SEC ↗ |
| Q4 2025 | Jan 23, 2026 | $120.34B−11% | SEC ↗ |
| Q3 2025 | Oct 31, 2025 | $135.00B+1% | SEC ↗ |
| Q2 2025 | Aug 6, 2025 | $133.89B+17% | SEC ↗ |
| Q1 2025 | May 7, 2025 | $114.59B−12% | SEC ↗ |
| Q4 2024 | Jan 31, 2025 | $130.14B−3% | SEC ↗ |
| Q3 2024 | Nov 5, 2024 | $133.63B+4% | SEC ↗ |
| Q2 2024 | Jul 25, 2024 | $128.36B−0% | SEC ↗ |
| Q1 2024 | May 1, 2024 | $128.56B+2% | SEC ↗ |
| Q4 2023 | Jan 26, 2024 | $126.19B+15% | SEC ↗ |
| Q3 2023 | Nov 13, 2023 | $109.60B−7% | SEC ↗ |
| Q2 2023 | Jul 28, 2023 | $117.64B+6% | SEC ↗ |
| Q1 2023 | May 3, 2023 | $110.83B+15% | SEC ↗ |
| Q4 2022 | Mar 10, 2023 (amended) | $95.96B−1% | SEC ↗ |
| Q3 2022 | Oct 27, 2022 | $96.99B−1% | SEC ↗ |
| Q2 2022 | Aug 8, 2022 | $97.51B−32% | SEC ↗ |
| Q1 2022 | May 5, 2022 | $142.65B−22% | SEC ↗ |
| Q4 2021 | Jan 20, 2022 | $182.24B−5% | SEC ↗ |
| Q3 2021 | Oct 19, 2021 | $191.14B−7% | SEC ↗ |
| Q2 2021 | Aug 2, 2021 | $205.20B+15% | SEC ↗ |
| Q1 2021 | May 6, 2021 | $178.74B−1% | SEC ↗ |
| Q4 2020 | Feb 10, 2021 | $179.68B+24% | SEC ↗ |
| Q3 2020 | Nov 12, 2020 | $145.22B+11% | SEC ↗ |
| Q2 2020 | Aug 12, 2020 | $131.23B+42% | SEC ↗ |
| Q1 2020 | May 8, 2020 | $92.30B−11% | SEC ↗ |
| Q4 2019 | Feb 10, 2020 | $103.48B+18% | SEC ↗ |
| Q3 2019 | Nov 7, 2019 | $87.92B−7% | SEC ↗ |
| Q2 2019 | Aug 8, 2019 | $94.27B+3% | SEC ↗ |
| Q1 2019 | May 1, 2019 | $91.42B+19% | SEC ↗ |
| Q4 2018 | Feb 14, 2019 | $76.98B−17% | SEC ↗ |
| Q3 2018 | Nov 13, 2018 | $92.61B−0% | SEC ↗ |
| Q2 2018 | Jul 17, 2018 | $92.67B+9% | SEC ↗ |
| Q1 2018 | May 10, 2018 | $85.27B+6% | SEC ↗ |
| Q4 2017 | Feb 13, 2018 | $80.43B+2% | SEC ↗ |
| Q3 2017 | Oct 20, 2017 | $78.99B+6% | SEC ↗ |
| Q2 2017 | Aug 10, 2017 | $74.34B+8% | SEC ↗ |
| Q1 2017 | May 12, 2017 | $68.72B+13% | SEC ↗ |
| Q4 2016 | Feb 14, 2017 | $60.79B−5% | SEC ↗ |
| Q3 2016 | Nov 9, 2016 | $63.92B+14% | SEC ↗ |
| Q2 2016 | Aug 9, 2016 | $56.06B−1% | SEC ↗ |
| Q1 2016 | May 5, 2016 | $56.82B | SEC ↗ |