BAILLIE GIFFORD & CO Information

CALTON SQUARE, EDINBURGH, , EH1 3AN, (44131) 275-2000

Report Date: 12/31/2014

Position Statistics

Total Positions 220
New Positions 13
Increased Positions 90
Decreased Positions 58
Positions with Activity 148
Sold Out Positions 17
Total Mkt Value (in $ millions) 50,728

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

Sector Weighting

Basic Materials 1.78%
Capital Goods 4.03%
Conglomerates
Consumer Cyclical 7.68%
Consumer/Non-Cyclical 1.89%
Energy 1.72%
Financial 12.66%
Healthcare 5.28%
Services 21.58%
Technology 36.52%
Transportation 1.96%
Utilities 0%

90 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 4,039,525 202,444 5.28 10,901,136
ILLUMINA INC COM 2,501,212 212,770 9.30 13,363,317
GOOGLE INC CL C 2,296,113 795,221 52.98 4,187,390
FACEBOOK INC CL A 2,046,443 443,226 27.65 24,567,143
FIAT CHRYSLER AUTOMOBILES N V SHS 2,026,194 2,026,194 New 123,397,920
ALIBABA GROUP HLDG LTD SPONSORED ADS 1,251,288 349,244 38.72 14,794,139
ROYAL CARIBBEAN CRUISES LTD COM 1,151,603 70,509 6.52 14,422,083
TESLA MTRS INC COM 1,115,677 155,472 16.19 6,030,685
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 970,865 9,387 .98 42,321,911
ANTHEM INC COM 895,012 67,992 8.22 5,727,342
LINKEDIN CORP COM CL A 858,507 2,030 .24 3,344,267
TRIPADVISOR INC COM 788,815 93,778 13.49 9,414,188
TD AMERITRADE HLDG CORP COM 740,699 17,786 2.46 20,024,308
MARKEL CORP COM 706,333 34,579 5.15 924,556
CTRIP COM INTL LTD AMERICAN DEP SHS 675,446 7,994 1.20 11,407,641
FIRST REP BK SAN FRANCISCO CAL COM 668,741 33,019 5.19 11,825,652
HARLEY-DAVIDSON INC COM 620,302 31,247 5.31 10,432,249
M & T BK CORP COM 591,054 26,089 4.62 4,729,568
RYANAIR HLDGS PLC SPONSORED ADR 552,390 31,030 5.95 8,344,256
SEATTLE GENETICS INC COM 551,942 19,374 3.64 15,238,601