13F filer · CIK 1088875 ↗
Baillie Gifford & Co
You are looking at Q3 2020. See the latest, Q2 2026 →
Reported value
$145.22B
+11% on the quarter before
Positions
252
22 new · 12 sold out
Top 10
45.2%
of the value
Est. gain
+$16.59B
on stocks held all quarter
Est. return
+14.0%
on those stocks since Q2 2020
Positions as of Sep 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
The 24 largest positions, 65% of the reported value, each sized by its share, colored by what the fund did with it since Q2 2020. Striped tiles are options.
Largest buys
Since Q2 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.
- Carvana~$1.27BNew · 0.0% → 0.9%+5,691,766 shares
- Ke Holdings ADR~$902.9MNew · 0.0% → 0.6%+14,729,730 shares
- Seagen Inc~$644.8MNew · 0.0% → 0.4%+3,294,909 shares
- Datadog~$567.7MNew · 0.0% → 0.4%+5,556,957 shares
- Cloudflare~$550.8MAdded · 0.4% → 0.8%+13,413,985 shares
- Beyond Meat Inc~$488.0MAdded · 0.0% → 0.3%+2,938,825 shares
- Wayfair Inc Class A~$417.4MAdded · 0.9% → 1.5%+1,434,383 shares
- Estee Lauder 'A'~$355.7MAdded · 0.2% → 0.5%+1,629,748 shares
- Tencent Music Entertainment ADR~$332.2MAdded · 0.2% → 0.4%+22,493,131 shares
- Beigene Ltd~$317.7MAdded · 0.0% → 0.3%+1,109,006 shares
Largest sells
Since Q2 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~$4.62BCut · 6.7% → 5.1%−15,725,101 shares
- Amazon~$1.64BCut · 8.7% → 7.8%−521,532 shares
- TSMC~$1.15BCut · 1.0% → 0.5%−14,165,703 shares
- Meta~$896.8MCut · 2.5% → 2.0%−3,424,043 shares
- Visa Inc.~$617.4MCut · 0.5% → 0.0%−3,087,441 shares
- Seattle Genetics~$574.8MSold out · 0.4% → 0.0%−3,382,609 shares
- Nvidia~$464.1MCut · 1.6% → 1.7%−857,586 shares
- Trip.Com Group Sponsored ADR~$414.3MCut · 0.5% → 0.3%−13,303,380 shares
- Jd.Com Inc - ADR~$369.1MCut · 0.3% → 0.1%−4,755,714 shares
- Grubhub Inc~$360.3MSold out · 0.3% → 0.0%−5,125,532 shares
Holdings
As of Sep 30, 2020. Changes are in shares against Jun 30, 2020, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| TeslaCOM · shares −1.7% · price +19.2% | 10.3% | $14.89B | +$2.40B | ||||||||
| AmazonCOM · shares −13% · price +14.1% | 7.8% | $11.33B | +$1.40B | ||||||||
| AlibabaSPONSORED ADS · shares −39% · price +36.3% | 5.1% | $7.36B | +$1.96B | ||||||||
| Shopify 'A'CL A · shares −2.8% · price +7.8% | 4.0% | $5.78B | +$416.7M | ||||||||
| IlluminaCOM · shares +3.6% · price −16.5% | 3.8% | $5.48B | −$1.05B | ||||||||
| MercadoLibreCOM · shares +1.3% · price +9.8% | 3.6% | $5.26B | +$464.3M | ||||||||
| Spotify Technology SaSHS · shares −3.1% · price −6.0% | 3.6% | $5.20B | −$334.6M | ||||||||
| NetflixCOM · shares −3.9% · price +9.9% | 2.6% | $3.71B | +$333.4M | ||||||||
| AlphabetCAP STK CL C · shares −7.4% · price +4.0% | 2.4% | $3.43B | +$130.5M | ||||||||
| Tal Education Group ADRADS REPSTG COM · shares −8.2% · price +11.2% | 2.2% | $3.18B | +$320.6M | ||||||||
| ZoomCL A · shares −5.6% · price +85.4% | 2.0% | $2.96B | +$1.36B | ||||||||
| MetaCL A · shares −23% · price +15.3% | 2.0% | $2.93B | +$389.4M | ||||||||
| NvidiaCOM · shares −16% · price +42.5% | 1.7% | $2.50B | +$745.0M | ||||||||
| Nio Inc ADRSPON ADS · shares +11% · price +174.9% | 1.6% | $2.31B | +$1.32B | ||||||||
| Ferrari NvCOM · shares −3.1% · price +7.7% | 1.5% | $2.22B | +$158.6M | ||||||||
| Wayfair Inc Class ACL A · shares +24% · price +47.3% | 1.5% | $2.19B | +$568.9M | ||||||||
| MastercardCL A · shares −0.5% · price +14.4% | 1.4% | $1.99B | +$249.9M | ||||||||
| PDD HoldingsSPONSORED ADS · shares −7.3% · price −13.6% | 1.2% | $1.77B | −$279.4M | ||||||||
| WorkdayCL A · shares −4.8% · price +14.8% | 1.2% | $1.76B | +$227.8M | ||||||||
| Dexcom IncCOM · shares −6.9% · price +1.7% | 1.2% | $1.74B | +$28.9M | ||||||||
| Moody's CorporationCOM · shares −2.0% · price +5.5% | 1.1% | $1.60B | +$83.7M | ||||||||
| Peloton Interactive IncCL A COM · shares −7.2% · price +71.8% | 1.1% | $1.57B | +$654.5M | ||||||||
| The Trade DeskCOM CL A · shares +1.6% · price +27.6% | 1.0% | $1.48B | +$315.4M | ||||||||
| MicrosoftCOM · shares −2.0% · price +3.4% | 1.0% | $1.48B | +$47.9M | ||||||||
| SeaADR · shares +6.6% · price +43.6% | 0.98% | $1.43B | +$406.5M | ||||||||
| Total · 252 positions | 100% | $145.22B | +$16.59B |
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 2020 to Q3 2020: 230 stocks held throughout, up $16.59B (+14.0%).
- Tesla3:1 split+$2.40B+19%
- Alibaba+$1.96B+36%
- Amazon+$1.40B+14%
- Zoom+$1.36B+85%
- Nio Inc ADR+$1.32B+175%
- Resmed−$64.5M−11%
- Eog Resources−$107.8M−29%
- PDD Holdings−$279.4M−14%
- Spotify Technology Sa−$334.6M−6%
- Illumina−$1.05B−17%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out, 3 splits 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 ↗ |