Baillie Gifford & Co

Baillie Gifford & Co as of Dec. 31, 2011

Portfolio Holdings for Baillie Gifford & Co

Baillie Gifford & Co holds 136 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Baidu (BIDU) 13.1 $3.0B 26M 116.47
Amazon (AMZN) 8.6 $2.0B 12M 173.10
Google 5.2 $1.2B 1.9M 645.89
Vale 4.9 $1.1B 55M 20.62
Intuitive Surgical (ISRG) 4.9 $1.1B 2.5M 463.01
Apple (AAPL) 4.6 $1.1B 2.7M 405.00
eBay (EBAY) 4.1 $963M 32M 30.33
Whole Foods Market 3.4 $789M 11M 69.58
Deere & Company (DE) 2.5 $592M 7.7M 77.35
salesforce (CRM) 2.4 $553M 5.4M 101.46
Vale (VALE) 2.3 $526M 25M 21.45
Banco Itau Holding Financeira (ITUB) 2.2 $508M 27M 18.56
Taiwan Semiconductor Mfg (TSM) 2.1 $481M 37M 12.91
Credicorp (BAP) 2.0 $474M 4.3M 109.47
Petroleo Brasileiro SA (PBR) 2.0 $465M 19M 24.85
FLIR Systems 1.9 $446M 18M 25.07
Illumina (ILMN) 1.8 $417M 14M 30.48
New Oriental Education & Tech 1.7 $403M 17M 24.05
Petroleo Brasileiro SA (PBR.A) 1.6 $367M 16M 23.49
America Movil Sab De Cv spon adr l 1.2 $274M 12M 22.60
Walgreen Company 1.0 $237M 7.2M 33.06
MercadoLibre (MELI) 1.0 $239M 3.0M 79.54
Ctrip.com International 1.0 $239M 10M 23.40
Pepsi (PEP) 0.9 $220M 3.3M 66.35
First Solar (FSLR) 0.9 $219M 6.5M 33.77
EOG Resources (EOG) 0.9 $213M 2.2M 98.51
Teva Pharmaceutical Industries (TEVA) 0.8 $197M 4.9M 40.36
Markel Corporation (MKL) 0.7 $169M 408k 414.67
Philip Morris International (PM) 0.7 $160M 2.0M 78.48
Progressive Corporation (PGR) 0.7 $152M 7.8M 19.51
MasterCard Incorporated (MA) 0.6 $147M 395k 372.83
Waters Corporation (WAT) 0.6 $145M 2.0M 74.05
Omni (OMC) 0.6 $141M 3.2M 44.58
Wal-Mart Stores (WMT) 0.6 $128M 2.1M 59.70
Rackspace Hosting 0.6 $129M 3.0M 43.02
O'reilly Automotive (ORLY) 0.5 $124M 1.6M 79.95
New York Community Ban (NYCB) 0.5 $121M 9.8M 12.37
Eldorado Gold Corp 0.5 $119M 8.7M 13.77
Moody's Corporation (MCO) 0.5 $116M 3.4M 33.68
National-Oilwell Var 0.5 $116M 1.7M 67.99
Praxair 0.5 $115M 1.1M 106.90
Sociedad Quimica y Minera (SQM) 0.5 $109M 2.0M 53.85
International Game Technology 0.5 $107M 6.2M 17.20
WellPoint 0.4 $102M 1.5M 66.25
Walt Disney Company (DIS) 0.4 $101M 2.7M 37.52
Altria (MO) 0.4 $96M 3.2M 29.65
Mindray Medical International 0.4 $95M 3.7M 25.64
Bed Bath & Beyond 0.4 $92M 1.6M 57.97
Ryanair Holdings 0.4 $91M 3.2M 27.86
Monsanto Company 0.4 $89M 1.3M 70.07
Iamgold Corp (IAG) 0.4 $88M 5.6M 15.89
Focus Media Holding 0.4 $86M 4.4M 19.49
Oracle Corporation (ORCL) 0.4 $86M 3.4M 25.65
Home Depot (HD) 0.4 $85M 2.0M 42.04
Mettler-Toledo International (MTD) 0.3 $77M 520k 147.73
Ypf Sa (YPF) 0.3 $77M 2.2M 34.68
Colgate-Palmolive Company (CL) 0.3 $74M 802k 92.39
Apache Corporation 0.3 $64M 709k 90.58
Cisco Systems (CSCO) 0.3 $65M 3.6M 18.08
Vistaprint N V 0.3 $66M 2.2M 30.60
CarMax (KMX) 0.3 $63M 2.1M 30.48
Berkshire Hathaway (BRK.B) 0.3 $61M 793k 76.30
Brown-Forman Corporation (BF.B) 0.2 $59M 726k 80.51
Seattle Genetics 0.2 $56M 3.4M 16.72
Bristol Myers Squibb (BMY) 0.2 $53M 1.5M 35.24
Mohawk Industries (MHK) 0.2 $52M 869k 59.85
Medco Health Solutions 0.2 $46M 823k 55.74
Coca-cola Enterprises 0.2 $46M 1.8M 25.79
Cemex SAB de CV (CX) 0.2 $44M 8.2M 5.39
Fastenal Company (FAST) 0.2 $44M 1.0M 43.61
Qiagen 0.2 $45M 3.2M 13.81
McDonald's Corporation (MCD) 0.2 $40M 400k 100.36
M&T Bank Corporation (MTB) 0.1 $32M 417k 76.34
F5 Networks (FFIV) 0.1 $33M 310k 106.12
Embraer S A (ERJ) 0.1 $32M 1.3M 25.22
Exxon Mobil Corporation (XOM) 0.1 $29M 341k 84.76
Verizon Communications (VZ) 0.1 $28M 687k 40.12
Danaher Corporation (DHR) 0.1 $28M 590k 47.04
TJX Companies (TJX) 0.1 $27M 425k 64.57
Shanda Interactive Entertainment 0.1 $28M 704k 40.00
United Parcel Service (UPS) 0.1 $26M 356k 73.18
Reynolds American 0.1 $25M 600k 41.43
Solera Holdings 0.1 $26M 583k 44.52
Johnson & Johnson (JNJ) 0.1 $24M 362k 65.58
Linear Technology Corporation 0.1 $23M 752k 30.03
Sina Corporation 0.1 $23M 437k 52.00
Life Technologies 0.1 $24M 617k 38.91
Protalix BioTherapeutics 0.1 $24M 4.9M 4.93
Ihs 0.1 $23M 265k 86.13
Banco Bradesco SA (BBD) 0.1 $19M 1.2M 16.68
Curis 0.1 $16M 3.5M 4.67
Infosys Technologies (INFY) 0.1 $14M 276k 51.39
IDEXX Laboratories (IDXX) 0.1 $14M 178k 76.96
U.S. Bancorp (USB) 0.1 $12M 452k 27.04
Johnson Controls 0.1 $12M 372k 31.26
Altera Corporation 0.1 $11M 290k 37.10
Central European Distribution 0.1 $11M 2.5M 4.38
Yamana Gold 0.1 $11M 776k 14.75
OpenTable 0.1 $11M 283k 39.13
Encana Corp 0.0 $9.3M 503k 18.55
Research In Motion 0.0 $8.8M 608k 14.53
E Commerce China Dangdang 0.0 $10M 2.4M 4.40
Penn West Energy Trust 0.0 $10M 503k 19.82
Aurico Gold 0.0 $9.3M 1.2M 8.04
Schlumberger (SLB) 0.0 $7.5M 110k 68.30
Techne Corporation 0.0 $6.0M 89k 68.27
iRobot Corporation (IRBT) 0.0 $6.1M 206k 29.84
Alnylam Pharmaceuticals (ALNY) 0.0 $6.1M 747k 8.14
iShares MSCI Brazil Index (EWZ) 0.0 $7.5M 131k 57.38
VanceInfo Technologies 0.0 $7.2M 801k 9.05
Linkedin Corp 0.0 $6.3M 100k 63.01
Microsoft Corporation (MSFT) 0.0 $4.1M 160k 25.97
Edwards Lifesciences (EW) 0.0 $3.5M 50k 70.69
Gold Fields (GFI) 0.0 $4.1M 270k 15.25
Potash Corp. Of Saskatchewan I 0.0 $4.8M 115k 41.35
Riverbed Technology 0.0 $4.7M 201k 23.50
Rockwell Automation (ROK) 0.0 $5.5M 75k 73.42
VMware 0.0 $5.5M 66k 83.19
Berkshire Hathaway (BRK.A) 0.0 $1.7M 15.00 114733.33
Bancolombia (CIB) 0.0 $2.1M 36k 59.55
MIPS Technologies 0.0 $2.3M 522k 4.47
3SBio (SSRX) 0.0 $2.6M 254k 10.22
Noah Holdings (NOAH) 0.0 $1.8M 286k 6.15
ING Prime Rate Trust 0.0 $1.9M 376k 5.10
Annaly Capital Management 0.0 $809k 51k 15.95
Power Integrations (POWI) 0.0 $216k 6.5k 33.23
Greenlight Capital Re Ltd cl a (GLRE) 0.0 $788k 33k 23.66
Grand Canyon Education (LOPE) 0.0 $418k 26k 15.95
Simcere Pharmaceutical 0.0 $229k 24k 9.39
Stratasys 0.0 $754k 25k 30.40
Vanda Pharmaceuticals (VNDA) 0.0 $295k 62k 4.76
General Cable Corporation 0.0 $507k 20k 25.03
Genomic Health 0.0 $216k 8.5k 25.41
Silver Wheaton Corp 0.0 $875k 30k 28.97
IntraLinks Holdings 0.0 $206k 33k 6.24
D Emagin 0.0 $148k 40k 3.70