13F filer · CIK 1088875 ↗
Baillie Gifford & Co
You are looking at Q4 2019. See the latest, Q2 2026 →
Reported value
$103.48B
+18% on the quarter before
Positions
226
6 new · 5 sold out
Top 10
46.6%
of the value
Est. gain
+$14.16B
on stocks held all quarter
Est. return
+16.9%
on those stocks since Q3 2019
Positions as of Dec 31, 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
Each tile is a position, sized by its share, colored by what the fund did with it since Q3 2019. Striped tiles are options.
Largest buys
Since Q3 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.
- Trip.Com Group Sponsored ADR~$1.54BNew · 0.0% → 1.5%+45,951,406 shares
- Alibaba~$438.9MAdded · 9.4% → 10.6%+2,069,139 shares
- Spotify Technology Sa~$387.2MAdded · 2.5% → 3.1%+2,589,054 shares
- Alphabet~$282.9MAdded · 3.2% → 3.2%+211,618 shares
- Microsoft~$237.9MAdded · 0.9% → 1.1%+1,508,441 shares
- Wayfair Inc Class A~$198.2MAdded · 0.5% → 0.5%+2,193,617 shares
- Peloton Interactive Inc~$195.7MAdded · 0.2% → 0.4%+6,892,025 shares
- Wix Com~$182.6MAdded · 0.3% → 0.5%+1,492,253 shares
- Teladoc~$165.3MAdded · 0.3% → 0.5%+1,974,923 shares
- Illumina~$159.8MAdded · 6.0% → 5.7%+481,804 shares
Largest sells
Since Q3 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.
- Ctrip.Com Intl Sponsored ADR~$1.38BSold out · 1.6% → 0.0%−47,161,056 shares
- Baidu~$554.4MCut · 1.1% → 0.6%−4,385,883 shares
- Marketaxess Holdings~$331.0MCut · 1.5% → 1.1%−873,038 shares
- Visa Inc.~$288.1MCut · 1.1% → 0.8%−1,533,445 shares
- Seattle Genetics~$263.3MCut · 0.6% → 0.5%−2,304,623 shares
- Bluebird Bio Inc~$242.2MCut · 0.4% → 0.1%−2,760,208 shares
- MercadoLibre~$123.7MCut · 2.9% → 2.4%−216,244 shares
- Meta~$88.0MCut · 3.2% → 3.1%−428,736 shares
- Now Inc/De~$65.0MCut · 0.2% → 0.1%−5,779,793 shares
- Novocure Ltd~$54.3MCut · 0.7% → 0.7%−644,636 shares
Holdings
As of Dec 31, 2019. Changes are in shares against Sep 30, 2019, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| AlibabaSPONSORED ADS · shares +4.2% · price +26.8% | 10.6% | $10.97B | +$2.23B | ||||||||
| AmazonCOM · shares +1.3% · price +6.4% | 8.0% | $8.30B | +$496.6M | ||||||||
| IlluminaCOM · shares +2.8% · price +9.0% | 5.7% | $5.88B | +$474.9M | ||||||||
| TeslaCOM · shares +2.8% · price +73.7% | 5.6% | $5.78B | +$2.39B | ||||||||
| AlphabetCAP STK CL C · shares +9.2% · price +9.7% | 3.2% | $3.36B | +$271.9M | ||||||||
| Spotify Technology SaSHS · shares +14% · price +31.2% | 3.1% | $3.25B | +$680.1M | ||||||||
| MetaCL A · shares −2.7% · price +15.3% | 3.1% | $3.16B | +$418.8M | ||||||||
| NetflixCOM · shares +4.5% · price +20.9% | 2.5% | $2.60B | +$430.6M | ||||||||
| MercadoLibreCOM · shares −4.7% · price +3.8% | 2.4% | $2.52B | +$91.2M | ||||||||
| Shopify 'A'CL A · shares −0.3% · price +27.6% | 2.3% | $2.40B | +$518.8M | ||||||||
| Tal Education Group ADRADS REPSTG COM · shares +2.0% · price +40.8% | 2.2% | $2.28B | +$646.2M | ||||||||
| Ferrari NvCOM · shares −0.2% · price +7.6% | 2.2% | $2.25B | +$158.6M | ||||||||
| NvidiaCOM · shares +2.8% · price +35.2% | 1.8% | $1.81B | +$459.3M | ||||||||
| MastercardCL A · shares −1.3% · price +9.9% | 1.7% | $1.77B | +$160.3M | ||||||||
| Trip.Com Group Sponsored ADRAMERICAN DEP SHS · shares New | 1.5% | $1.54B | — | ||||||||
| TSMCSPONSORED ADR · shares −1.2% · price +25.0% | 1.5% | $1.51B | +$302.2M | ||||||||
| Moody's CorporationCOM · shares −2.9% · price +15.9% | 1.3% | $1.34B | +$183.9M | ||||||||
| Intuitive SurgicalCOM NEW · shares +3.7% · price +9.5% | 1.2% | $1.29B | +$107.6M | ||||||||
| Anthem IncCOM · shares −3.4% · price +25.8% | 1.2% | $1.25B | +$256.2M | ||||||||
| Marketaxess HoldingsCOM · shares −22% · price +15.8% | 1.1% | $1.15B | +$155.9M | ||||||||
| MicrosoftCOM · shares +26% · price +13.4% | 1.1% | $1.14B | +$106.5M | ||||||||
| Dexcom IncCOM · shares −0.2% · price +46.6% | 1.0% | $1.05B | +$334.7M | ||||||||
| Alnylam PharmaceuticalsCOM · shares −0.6% · price +43.2% | 0.91% | $942.9M | +$284.5M | ||||||||
| Atlassian Corp PlcCL A · shares +4.1% · price −4.1% | 0.88% | $913.8M | −$37.2M | ||||||||
| SalesforceCOM · shares +4.9% · price +9.6% | 0.85% | $876.6M | +$73.0M | ||||||||
| Total · 226 positions | 100% | $103.48B | +$14.16B |
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 Q3 2019 to Q4 2019: 220 stocks held throughout, up $14.16B (+16.9%).
- Tesla+$2.39B+74%
- Alibaba+$2.23B+27%
- Spotify Technology Sa+$680.1M+31%
- Tal Education Group ADR+$646.2M+41%
- Shopify 'A'+$518.8M+28%
- Appian−$29.2M−20%
- Atlassian Corp Plc−$37.2M−4%
- Interactive Brokers Group−$50.8M−13%
- Grubhub Inc−$73.9M−13%
- Wayfair Inc Class A−$86.8M−19%
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 ↗ |