Baillie Gifford 13F holdings, Q1 2000
Holdings as of March 31, 2000 · filings on SEC EDGAR · latest filing →
Baillie Gifford disclosed 101 US equity positions worth $1.8bn in its Q1 2000 13F filing. The largest position was D Scientific-Atlanta at 8.7% of the reported book, followed by D Sun Microsystems and ADI. Against the Q4 1999 filing, it opened 5 new positions, added to 25 and reduced 13 among the top 50 holdings.
What did Baillie Gifford own in Q1 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 1999 |
|---|---|---|---|---|---|---|---|
| 1 | D Scientific-Atlanta | 8.7% | $151.9m | 2,402,004 | 90% | added | |
| 2 | D Sun Microsystems | 6.4% | $112.0m | 1,195,474 | 17% | added | |
| 3 | ADI D Analog Devices | Technology | 6.1% | $107.4m | 1,333,678 | 108% | added |
| 4 | INTC D Intel | Technology | 5.5% | $96.3m | 729,908 | -16% | reduced |
| 5 | CSCO D Cisco | Technology | 5.3% | $93.1m | 1,203,580 | 101% | added |
| 6 | D Time Warner | 4.7% | $82.6m | 825,641 | 1% | added | |
| 7 | D Costco Companies | 4.5% | $79.2m | 1,506,968 | 102% | added | |
| 8 | D Golden West Financial | 4.4% | $77.0m | 2,470,170 | -4% | reduced | |
| 9 | D Motorola | 4.0% | $70.3m | 481,410 | 32% | added | |
| 10 | SLB D Schlumberger | Energy | 3.6% | $63.9m | 835,565 | 2% | added |
| 11 | D Schering-Plough | 3.5% | $60.6m | 1,632,845 | 1% | added | |
| 12 | D Unicom | 3.4% | $59.7m | 1,636,095 | -0% | held | |
| 13 | D Amerada Hess | 3.3% | $57.4m | 888,044 | – | new | |
| 14 | D Philip Morris | 2.9% | $50.5m | 2,392,813 | 20% | added | |
| 15 | D Crown Castle International | 2.8% | $49.8m | 1,315,404 | 1141% | added | |
| 16 | PH D Parker Hannifin | Industrials | 2.8% | $49.5m | 1,197,700 | 5% | added |
| 17 | D Walgreen | 2.8% | $49.1m | 1,906,009 | -16% | reduced | |
| 18 | MSFT D Microsoft | Technology | 2.4% | $42.4m | 399,090 | 3% | added |
| 19 | D TMP Worldwide | 2.4% | $41.4m | 532,488 | – | new | |
| 20 | D WorldCom | 2.1% | $36.7m | 809,610 | -27% | reduced | |
| 21 | IP D International Paper | Consumer Cyclical | 1.9% | $32.9m | 769,969 | 2% | added |
| 22 | D BCE Inc | 1.4% | $23.9m | 191,460 | 0% | held | |
| 23 | TXN D Texas Insts | Technology | 1.3% | $22.9m | 143,261 | 62% | added |
| 24 | PGR D Progressive | Financial Services | 0.9% | $15.8m | 208,318 | -46% | reduced |
| 25 | D EMC Corp.Mass | 0.6% | $11.2m | 88,930 | 52% | added | |
| 26 | GD D General Dynamics | Industrials | 0.6% | $10.7m | 215,974 | -4% | reduced |
| 27 | D SunTrust Banks | 0.6% | $10.4m | 180,000 | 0% | held | |
| 28 | OMC D Omnicom (U$) | Communication Services | 0.5% | $8.6m | 92,057 | 194% | added |
| 29 | TD D Toronto Dominion | Financial Services | 0.5% | $8.3m | 314,180 | 0% | held |
| 30 | MRSH D Marsh & McLennan | Financial Services | 0.5% | $7.9m | 71,491 | 87% | added |
| 31 | MRCY D Mercury Computer Systems | Industrials | 0.4% | $7.3m | 150,388 | -5% | reduced |
| 32 | D DST Systems Inc | 0.4% | $6.4m | 99,073 | 114% | added | |
| 33 | D Varian Semiconductor Equipment | 0.4% | $6.2m | 98,000 | -27% | reduced | |
| 34 | UPS D United Parcel Service | Industrials | 0.4% | $6.1m | 97,404 | -3% | reduced |
| 35 | D Rogers Cantel | 0.3% | $5.8m | 145,000 | 56% | added | |
| 36 | D Merck | 0.3% | $5.8m | 93,871 | – | new | |
| 37 | D Sprint PCS | 0.3% | $5.5m | 84,600 | – | new | |
| 38 | D Fannie Mae | 0.3% | $5.2m | 92,270 | 77% | added | |
| 39 | D Methode Electronics 'A' | 0.3% | $5.2m | 102,200 | 28% | added | |
| 40 | D Black Box | 0.3% | $5.0m | 71,620 | 0% | held | |
| 41 | D US Foodservice | 0.3% | $4.8m | 188,040 | 7% | added | |
| 42 | GE D General Electric | Industrials | 0.3% | $4.8m | 30,800 | 14% | added |
| 43 | D Molex | 0.3% | $4.5m | 76,720 | 19% | added | |
| 44 | D Alberta Energy | 0.2% | $4.1m | 136,000 | 0% | held | |
| 45 | D Choicepoint | 0.2% | $4.0m | 107,778 | -15% | reduced | |
| 46 | D Coastal Corp | 0.2% | $3.7m | 80,400 | -22% | reduced | |
| 47 | D Voicestream Wireless | 0.2% | $3.7m | 28,612 | -8% | reduced | |
| 48 | D Convergys Corp | 0.2% | $3.6m | 93,520 | – | new | |
| 49 | D Conexant Systems | 0.2% | $3.3m | 46,442 | -37% | reduced | |
| 50 | D DeVry | 0.2% | $3.2m | 104,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.