13F filer · CIK 1088875 ↗
Baillie Gifford & Co
You are looking at Q2 2020. See the latest, Q2 2026 →
Reported value
$131.23B
+42% on the quarter before
Positions
242
28 new · 10 sold out
Top 10
49.9%
of the value
Est. gain
+$40.01B
on stocks held all quarter
Est. return
+46.4%
on those stocks since Q1 2020
Positions as of Jun 30, 2020, 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 2020. Striped tiles are options.
Largest buys
Since Q1 2020, 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.
- Cloudflare~$511.9MNew · 0.0% → 0.4%+14,238,591 shares
- Twilio~$454.0MNew · 0.0% → 0.3%+2,068,937 shares
- Workday~$291.6MAdded · 1.0% → 1.2%+1,556,531 shares
- S&P Global Inc~$277.3MNew · 0.0% → 0.2%+841,712 shares
- Cbre Group Inc~$267.7MNew · 0.0% → 0.2%+5,919,987 shares
- Booking Holdings Inc~$258.0MNew · 0.0% → 0.2%+162,001 shares
- Estee Lauder 'A'~$255.3MAdded · 0.0% → 0.2%+1,353,086 shares
- Lyft Inc Class A Common~$239.9MAdded · 0.1% → 0.3%+7,267,433 shares
- Slack Technologies Inc~$219.7MAdded · 0.0% → 0.2%+7,065,282 shares
- MercadoLibre~$143.8MAdded · 2.5% → 3.6%+145,874 shares
Largest sells
Since Q1 2020, 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.
- Alibaba~$2.24BCut · 10.8% → 6.7%−10,389,759 shares
- Nvidia~$753.5MCut · 2.1% → 1.6%−1,983,457 shares
- Amazon~$496.4MCut · 9.1% → 8.7%−179,934 shares
- Trip.Com Group Sponsored ADR~$432.0MCut · 1.1% → 0.5%−16,666,419 shares
- Tesla~$329.6MCut · 6.9% → 9.7%−305,203 shares
- Grubhub Inc~$326.1MCut · 0.4% → 0.3%−4,638,282 shares
- Chipotle Mexican Grill~$212.8MSold out · 0.2% → 0.0%−325,222 shares
- Shopify 'A'~$202.5MCut · 2.7% → 4.2%−213,361 shares
- Illumina~$188.5MCut · 5.2% → 4.8%−508,963 shares
- 58.Com Inc ADR~$161.7MCut · 0.2% → 0.1%−2,996,900 shares
Holdings
As of Jun 30, 2020. Changes are in shares against Mar 31, 2020, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| TeslaCOM · shares −2.5% · price +106.1% | 9.7% | $12.71B | +$6.54B | ||||||||
| AmazonCOM · shares −4.2% · price +41.5% | 8.7% | $11.36B | +$3.33B | ||||||||
| AlibabaSPONSORED ADS · shares −20% · price +10.9% | 6.7% | $8.79B | +$864.9M | ||||||||
| IlluminaCOM · shares −2.9% · price +35.6% | 4.8% | $6.34B | +$1.66B | ||||||||
| Spotify Technology SaSHS · shares +1.9% · price +112.6% | 4.3% | $5.70B | +$2.96B | ||||||||
| Shopify 'A'CL A · shares −3.5% · price +127.7% | 4.2% | $5.52B | +$3.09B | ||||||||
| MercadoLibreCOM · shares +3.1% · price +101.8% | 3.6% | $4.73B | +$2.31B | ||||||||
| AlphabetCAP STK CL C · shares −0.6% · price +21.6% | 2.7% | $3.56B | +$631.5M | ||||||||
| NetflixCOM · shares −3.7% · price +21.2% | 2.7% | $3.51B | +$613.5M | ||||||||
| MetaCL A · shares −4.5% · price +36.1% | 2.5% | $3.32B | +$880.2M | ||||||||
| Tal Education Group ADRADS REPSTG COM · shares −2.9% · price +28.4% | 2.4% | $3.12B | +$689.5M | ||||||||
| PDD HoldingsSPONSORED ADS · shares −5.4% · price +138.2% | 1.7% | $2.21B | +$1.28B | ||||||||
| Ferrari NvCOM · shares −6.6% · price +9.8% | 1.6% | $2.12B | +$189.7M | ||||||||
| NvidiaCOM · shares −27% · price +44.1% | 1.6% | $2.08B | +$636.9M | ||||||||
| Dexcom IncCOM · shares −6.0% · price +50.6% | 1.4% | $1.84B | +$618.3M | ||||||||
| MastercardCL A · shares +0.8% · price +22.4% | 1.3% | $1.75B | +$317.9M | ||||||||
| ZoomCL A · shares −7.0% · price +73.5% | 1.3% | $1.69B | +$716.3M | ||||||||
| WorkdayCL A · shares +22% · price +43.9% | 1.2% | $1.61B | +$403.2M | ||||||||
| Moody's CorporationCOM · shares +0.2% · price +29.9% | 1.2% | $1.55B | +$356.1M | ||||||||
| MicrosoftCOM · shares +0.7% · price +29.0% | 1.1% | $1.46B | +$325.6M | ||||||||
| TSMCSPONSORED ADR · shares −4.9% · price +18.8% | 1.0% | $1.35B | +$214.1M | ||||||||
| Alnylam PharmaceuticalsCOM · shares +2.8% · price +36.1% | 0.98% | $1.28B | +$330.2M | ||||||||
| Atlassian Corp PlcCL A · shares −6.3% · price +31.3% | 0.98% | $1.28B | +$305.5M | ||||||||
| Wayfair Inc Class ACL A · shares −1.2% · price +269.8% | 0.92% | $1.20B | +$878.1M | ||||||||
| Intuitive SurgicalCOM NEW · shares −6.1% · price +15.1% | 0.88% | $1.16B | +$151.8M | ||||||||
| Total · 242 positions | 100% | $131.23B | +$40.01B |
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 Q1 2020 to Q2 2020: 214 stocks held throughout, up $40.01B (+46.4%).
- Tesla+$6.54B+106%
- Amazon+$3.33B+41%
- Shopify 'A'+$3.09B+128%
- Spotify Technology Sa+$2.96B+113%
- MercadoLibre+$2.31B+102%
- Grifols ADR−$6.0M−9%
- Banco Bradesco Pn ADR−$7.3M−6%
- Interactive Brokers Group−$10.0M−3%
- Credicorp−$18.0M−7%
- Novocure Ltd−$62.2M−12%
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 ↗ |