BAILLIE GIFFORD & CO Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 211
New Positions 11
Increased Positions 100
Decreased Positions 71
Positions with Activity 171
Sold Out Positions 11
Total Mkt Value (in $ millions) 44,869

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

Sector Weighting

Basic Materials 1.28%
Capital Goods 4.02%
Conglomerates
Consumer Cyclical 3.47%
Consumer/Non-Cyclical 2.08%
Energy 2.64%
Financial 12.63%
Healthcare 5.83%
Services 23.34%
Technology 42.45%
Transportation 1.4%
Utilities 0.2%

211 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MOODYS CORP COM 554,356 22,083 4.15 6,050,600
TD AMERITRADE HLDG CORP COM 549,222 30,761 5.93 17,642,866
MARKEL CORP COM 529,635 15,833 3.08 813,259
M & T BK CORP COM 518,805 3,528 .69 4,177,174
FIRST REP BK SAN FRANCISCO CAL COM 487,713 15,151 3.21 10,306,708
MERCADOLIBRE INC COM 485,030 -326 (0.07) 5,359,453
SEATTLE GENETICS INC COM 448,727 -15,862 (3.41) 12,861,181
NEW ORIENTAL ED & TECH GRP INC SPON ADR 448,674 30,700 7.35 23,127,531
LINKEDIN CORP COM CL A 446,080 -3,537 (0.79) 2,513,974
DISNEY WALT CO COM DISNEY 406,887 14,637 3.73 4,718,625
EMBRAER S A SP ADR REP 4 COM 401,763 4,653 1.17 10,275,258
RYANAIR HLDGS PLC SPONSORED ADR 390,953 8,088 2.11 7,432,566
PEPSICO INC COM 373,467 -51,229 (12.06) 4,079,377
WELLPOINT INC COM 343,650 31,190 9.98 3,027,489
CARMAX INC COM 335,014 13,496 4.20 6,644,467
ULTRA PETROLEUM CORP COM 322,852 11,779 3.79 13,237,063
VISA INC COM CL A 321,243 7,324 2.33 1,495,755
MYRIAD GENETICS INC COM 320,856 152,463 90.54 8,667,103
DOLBY LABORATORIES INC COM 320,230 13,711 4.47 7,147,995
FLIR SYS INC COM 314,428 14,343 4.78 9,079,630