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.

192 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
MICROSOFT CORP COM 10,622 3,124 41.67 303,662
IDEXX LABS INC COM 9,985 -9,438 (48.59) 110,339
RESEARCH IN MOTION LTD COM 9,591 New 646,302
ENCANA CORP COM 9,104 New 503,000
F5 NETWORKS INC COM 8,347 63 .77 109,741
BANCO BRADESCO S A SP ADR PFD NEW 8,316 -9,146 (52.38) 607,902
TORTOISE ENERGY INFRSTRCTR CP COM 7,625 3,111 68.92 167,759
QUANTA SVCS INC COM 6,483 1,170 22.01 239,146
GENERAL CABLE CORP DEL NEW COM 6,442 928 16.83 191,606
GENOMIC HEALTH INC COM 6,106 5,412 779.62 179,320
POTASH CORP SASK INC COM 5,797 New 141,086
SOHU COM INC COM 5,532 5,532 New 83,483
LULULEMON ATHLETICA INC COM 5,384 5,384 New 82,300
REYNOLDS AMERICAN INC COM 5,128 1,921 59.92 104,003
ISHARES INC MSCI BRAZIL CAPP 4,751 New 100,895
ICICI BK LTD ADR 4,747 4,747 New 116,300
ANNALY CAP MGMT INC COM 4,582 2,273 98.41 342,982
PACTERA TECHNOLOGY INTL LTD SPONSORED ADR 4,495 -1,032 (18.68) 651,400
TEVA PHARMACEUTICAL INDS LTD ADR 2,749 New 69,350
BERKSHIRE HATHAWAY INC DEL CL A 2,589 New 15

Create your free portfolio