13F filer · CIK 1088875 ↗
Baillie Gifford & Co
You are looking at Q3 2017. See the latest, Q2 2026 →
Reported value
$78.99B
+6.3% on the quarter before
Positions
198
9 new · 12 sold out
Top 10
51.9%
of the value
Est. gain
+$7.01B
on stocks held all quarter
Est. return
+10.0%
on those stocks since Q2 2017
Positions as of Sep 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 Q2 2017. Striped tiles are options.
Largest buys
Since Q2 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.
- Tal Education Group ADR~$672.9MAdded · 0.6% → 1.0%+19,961,398 shares
- Fiat Chrysler Automobiles~$220.0MAdded · 1.0% → 1.8%+12,275,873 shares
- 58.Com Inc ADR~$219.6MAdded · 0.1% → 0.4%+3,477,536 shares
- China Biologic Products Holdings Inc~$123.2MNew · 0.0% → 0.2%+1,334,820 shares
- Shopify 'A'~$109.3MNew · 0.0% → 0.1%+938,661 shares
- Itau Unibanco Holding Sa-ADR~$67.5MAdded · 0.3% → 0.5%+4,924,628 shares
- Icici Bank ADR~$61.8MAdded · 0.3% → 0.3%+7,216,548 shares
- Hdfc Bank ADR~$55.3MAdded · 0.1% → 0.2%+573,395 shares
- Ellie Mae~$22.9MAdded · 0.1% → 0.1%+278,321 shares
- Redfin~$15.4MNew · 0.0% → 0.0%+615,456 shares
Largest sells
Since Q2 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.
- Yandex~$462.7MCut · 0.8% → 0.3%−14,043,897 shares
- Amazon~$325.5MCut · 8.9% → 7.9%−338,548 shares
- Mobileye Nv~$318.6MCut · 0.4% → 0.0%−5,083,472 shares
- Alibaba~$294.9MCut · 9.0% → 10.0%−1,707,523 shares
- Td Ameritrade Holding Corp~$253.1MCut · 1.1% → 0.9%−5,186,666 shares
- Qiagen N.V~$240.4MSold out · 0.3% → 0.0%−7,169,829 shares
- Nvidia~$227.4MCut · 2.4% → 2.5%−1,272,166 shares
- Royal Crbn.Cruises~$200.7MCut · 1.9% → 1.7%−1,692,771 shares
- Lincoln Electric Hdg.~$197.8MCut · 0.6% → 0.3%−2,157,630 shares
- Meta~$168.1MCut · 4.8% → 4.9%−983,930 shares
Holdings
As of Sep 30, 2017. Changes are in shares against Jun 30, 2017, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| AlibabaSPONSORED ADS · shares −3.6% · price +22.6% | 10.0% | $7.87B | +$1.45B | ||||||||
| AmazonCOM · shares −5.0% · price −0.7% | 7.9% | $6.23B | −$43.1M | ||||||||
| BaiduSPON ADR REP A · shares −0.9% · price +38.5% | 7.4% | $5.85B | +$1.62B | ||||||||
| TeslaCOM · shares −2.4% · price −5.7% | 5.7% | $4.47B | −$268.6M | ||||||||
| MetaCL A · shares −4.2% · price +13.2% | 4.9% | $3.83B | +$446.0M | ||||||||
| IlluminaCOM · shares −2.2% · price +14.8% | 4.6% | $3.64B | +$469.3M | ||||||||
| AlphabetCAP STK CL C · shares −2.8% · price +5.5% | 3.4% | $2.72B | +$142.9M | ||||||||
| Ctrip.Com Intl Sponsored ADRAMERICAN DEP SHS · shares +0.2% · price −2.1% | 3.4% | $2.72B | −$57.6M | ||||||||
| NvidiaCOM · shares −10% · price +23.7% | 2.5% | $2.01B | +$383.9M | ||||||||
| TSMCSPONSORED ADR · shares −2.6% · price +7.4% | 2.1% | $1.69B | +$116.6M | ||||||||
| Ferrari NvCOM · shares −1.8% · price +29.0% | 2.1% | $1.69B | +$379.2M | ||||||||
| MercadoLibreCOM · shares −6.0% · price +3.2% | 1.9% | $1.50B | +$46.7M | ||||||||
| Fiat Chrysler AutomobilesSHS · shares +18% · price +70.2% | 1.8% | $1.43B | +$499.3M | ||||||||
| Royal Crbn.CruisesCOM · shares −13% · price +8.5% | 1.7% | $1.37B | +$107.7M | ||||||||
| NetflixCOM · shares −3.6% · price +21.4% | 1.7% | $1.31B | +$230.2M | ||||||||
| Intuitive SurgicalCOM NEW · shares −4.0% · price +11.8% | 1.5% | $1.18B | +$124.7M | ||||||||
| Moody's CorporationCOM · shares −0.8% · price +14.4% | 1.2% | $940.4M | +$118.4M | ||||||||
| Anthem IncCOM · shares −0.5% · price +0.9% | 1.2% | $936.5M | +$8.6M | ||||||||
| Seattle GeneticsCOM · shares −2.7% · price +5.2% | 1.1% | $838.5M | +$41.1M | ||||||||
| MastercardCL A · shares +0.2% · price +16.3% | 1.0% | $800.6M | +$111.7M | ||||||||
| Tal Education Group ADRADS REPSTG COM · shares +531% · price −72.4% | 1.0% | $799.7M | −$333.4M | ||||||||
| WorkdayCL A · shares −2.5% · price +8.6% | 0.99% | $778.7M | +$62.0M | ||||||||
| Bluebird Bio IncCOM · shares −1.5% · price +30.7% | 0.93% | $730.7M | +$171.8M | ||||||||
| New Oriental Education & Technology Sponsored ADRSPON ADR · shares −3.1% · price +25.2% | 0.89% | $706.6M | +$142.3M | ||||||||
| Td Ameritrade Holding CorpCOM · shares −27% · price +13.5% | 0.88% | $695.9M | +$82.9M | ||||||||
| Total · 198 positions | 100% | $78.99B | +$7.01B |
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 Q2 2017 to Q3 2017: 189 stocks held throughout, up $7.01B (+10.0%).
- Baidu+$1.62B+38%
- Alibaba+$1.45B+23%
- Fiat Chrysler Automobiles+$499.3M+70%
- Illumina+$469.3M+15%
- Meta+$446.0M+13%
- Wabtec−$73.4M−17%
- Under Armour Inc Class A−$123.2M−24%
- Dexcom Inc−$140.0M−33%
- Tesla−$268.6M−6%
- Tal Education Group ADR−$333.4M−72%
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 ↗ |