BAILLIE GIFFORD & CO Information

CALTON SQUARE, EDINBURGH, , EH1 3AN, (1144131) 275-2000

Report Date: 03/31/2013

Position Statistics:

Total Positions 192
New Positions 18
Increased Positions 107
Decreased Positions 48
Positions with Activity 155
Sold Out Positions 6
Total Mkt Value
(in $ millions)
33,119

Sector Weighting

Basic Materials 2.82%
Capital Goods 5.05%
Conglomerates
Consumer Cyclical 3.22%
Consumer/Non-Cyclical 2.51%
Energy 2.87%
Financial 9.63%
Healthcare 6.29%
Services 30.03%
Technology 36.21%
Transportation 1.37%
Utilities

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

155 Activity Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 3,351,639 8,603 .26 11,895,369
BAIDU INC SPON ADR REP A 2,798,290 78,022 2.87 29,058,050
GOOGLE INC CL A 1,868,235 105,751 6 2,074,388
EBAY INC COM 1,494,377 -115,487 (7.17) 28,429,119
ILLUMINA INC COM 1,186,727 -1,221 (0.1) 16,553,592
WHOLE FOODS MKT INC COM 1,169,762 -1,912 (0.16) 22,183,998
INTUITIVE SURGICAL INC COM NEW 1,169,172 -3,062 (0.26) 2,294,248
APPLE INC COM 1,061,801 -37,578 (3.42) 2,459,183
SALESFORCE COM INC COM 825,399 -11,331 (1.35) 21,579,048
DEERE & CO COM 654,267 5,188 .80 7,697,260
MERCADOLIBRE INC COM 614,535 -12,356 (1.97) 5,408,691
CREDICORP LTD COM 579,417 18,655 3.33 4,412,923
FACEBOOK INC CL A 566,570 68,367 13.72 23,402,295
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 553,771 21,929 4.12 30,047,260
FLIR SYS INC COM 514,811 15,963 3.20 19,437,827
NEW ORIENTAL ED & TECH GRP INC SPON ADR 511,798 4,803 .95 23,284,698
VALE S A ADR REPSTG PFD 457,537 -318,490 (41.04) 34,246,786
LINKEDIN CORP COM CL A 448,533 416,578 1,303.65 2,499,905
OMNICOM GROUP INC COM 433,726 162,853 60.12 6,796,079
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 423,250 -11,216 (2.58) 31,398,331

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