13F filer · CIK 1088875 ↗
Baillie Gifford & Co
You are looking at Q2 2019. See the latest, Q2 2026 →
Reported value
$94.27B
+3.1% on the quarter before
Positions
226
6 new · 7 sold out
Top 10
44.6%
of the value
Est. gain
+$1.90B
on stocks held all quarter
Est. return
+2.1%
on those stocks since Q1 2019
Positions as of Jun 30, 2019, 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
The 24 largest positions, 65% of the reported value, each sized by its share, colored by what the fund did with it since Q1 2019. Striped tiles are options.
Largest buys
Since Q1 2019, 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.
- Abiomed~$296.4MAdded · 0.3% → 0.6%+1,137,705 shares
- Illumina~$294.5MAdded · 5.4% → 6.6%+799,884 shares
- The Trade Desk~$280.6MAdded · 0.3% → 0.6%+1,231,808 shares
- Axon Enterprise Inc~$247.8MAdded · 0.0% → 0.3%+3,858,554 shares
- Broadridge Finl.Sltn.~$243.6MNew · 0.0% → 0.3%+1,908,072 shares
- Jumia Technologies Ag ADR~$237.8MNew · 0.0% → 0.3%+9,002,358 shares
- Shopify 'A'~$149.7MAdded · 1.3% → 2.0%+498,874 shares
- Chewy Inc~$116.6MNew · 0.0% → 0.1%+3,330,686 shares
- Marketaxess Holdings~$109.0MAdded · 1.1% → 1.5%+339,211 shares
- Vale Sa ADR~$102.5MAdded · 0.2% → 0.3%+7,630,100 shares
Largest sells
Since Q1 2019, 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.
- Verisk Analytics~$512.0MCut · 0.5% → 0.0%−3,496,189 shares
- First Republic Bank~$323.2MCut · 0.7% → 0.3%−3,310,129 shares
- Baidu~$311.7MCut · 3.2% → 1.9%−2,655,675 shares
- Icici Bank ADR~$233.9MCut · 0.8% → 0.6%−18,582,083 shares
- Fiat Chrysler Automobiles~$199.5MCut · 0.8% → 0.5%−14,283,358 shares
- Alibaba~$165.7MCut · 9.8% → 8.6%−978,000 shares
- Brf Sa-ADR~$138.4MCut · 0.1% → 0.0%−18,206,826 shares
- MercadoLibre~$130.4MCut · 2.7% → 3.0%−213,154 shares
- Ferrari Nv~$94.1MCut · 2.1% → 2.3%−578,608 shares
- Vertex Pharmaceuticals~$78.2MSold out · 0.1% → 0.0%−424,845 shares
Holdings
As of Jun 30, 2019. Changes are in shares against Mar 31, 2019, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| AmazonCOM · shares +0.9% · price +6.3% | 8.9% | $8.43B | +$497.6M | ||||||||
| AlibabaSPONSORED ADS · shares −2.0% · price −7.1% | 8.6% | $8.14B | −$624.7M | ||||||||
| IlluminaCOM · shares +5.0% · price +18.5% | 6.6% | $6.18B | +$917.9M | ||||||||
| MetaCL A · shares +1.0% · price +15.8% | 3.3% | $3.08B | +$415.6M | ||||||||
| TeslaCOM · shares +1.2% · price −20.2% | 3.2% | $3.00B | −$747.0M | ||||||||
| MercadoLibreCOM · shares −4.4% · price +20.5% | 3.0% | $2.85B | +$485.2M | ||||||||
| NetflixCOM · shares +2.2% · price +3.0% | 3.0% | $2.84B | +$81.6M | ||||||||
| Spotify Technology SaSHS · shares +1.8% · price +5.3% | 3.0% | $2.79B | +$139.2M | ||||||||
| AlphabetCAP STK CL C · shares +1.4% · price −7.9% | 2.7% | $2.52B | −$212.6M | ||||||||
| Ferrari NvCOM · shares −4.1% · price +21.2% | 2.3% | $2.20B | +$385.3M | ||||||||
| Shopify 'A'CL A · shares +8.4% · price +45.3% | 2.0% | $1.93B | +$553.7M | ||||||||
| Tal Education Group ADRADS REPSTG COM · shares −1.3% · price +5.6% | 1.9% | $1.76B | +$93.5M | ||||||||
| Ctrip.Com Intl Sponsored ADRAMERICAN DEP SHS · shares −1.0% · price −15.5% | 1.9% | $1.75B | −$321.5M | ||||||||
| BaiduSPON ADR REP A · shares −15% · price −28.8% | 1.9% | $1.74B | −$706.0M | ||||||||
| MastercardCL A · shares +4.5% · price +12.4% | 1.7% | $1.62B | +$170.8M | ||||||||
| Marketaxess HoldingsCOM · shares +8.4% · price +30.6% | 1.5% | $1.41B | +$304.1M | ||||||||
| Anthem IncCOM · shares −0.4% · price −1.7% | 1.3% | $1.24B | −$21.0M | ||||||||
| NvidiaCOM · shares −1.2% · price −8.5% | 1.3% | $1.24B | −$115.8M | ||||||||
| Moody's CorporationCOM · shares −0.7% · price +7.9% | 1.2% | $1.17B | +$84.9M | ||||||||
| Intuitive SurgicalCOM NEW · shares −2.1% · price −8.1% | 1.2% | $1.11B | −$97.3M | ||||||||
| TSMCSPONSORED ADR · shares +0.03% · price −4.4% | 1.1% | $1.05B | −$48.0M | ||||||||
| Visa Inc.COM CL A · shares +0.2% · price +11.1% | 1.1% | $1.04B | +$104.1M | ||||||||
| WorkdayCL A · shares −2.0% · price +6.6% | 1.1% | $1.03B | +$64.0M | ||||||||
| Atlassian Corp PlcCL A · shares −2.4% · price +16.4% | 1.0% | $959.6M | +$135.3M | ||||||||
| SalesforceCOM · shares −2.5% · price −4.2% | 0.84% | $787.3M | −$34.5M | ||||||||
| Total · 226 positions | 100% | $94.27B | +$1.90B |
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 2019 to Q2 2019: 220 stocks held throughout, up $1.90B (+2.1%).
- Illumina+$917.9M+18%
- Shopify 'A'+$553.7M+45%
- Amazon+$497.6M+6%
- MercadoLibre+$485.2M+20%
- Meta+$415.6M+16%
- Nio Inc ADR−$255.8M−50%
- Ctrip.Com Intl Sponsored ADR−$321.5M−16%
- Alibaba−$624.7M−7%
- Baidu−$706.0M−29%
- Tesla−$747.0M−20%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out, 1 split read into the share counts.
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 ↗ |