Baillie Gifford 13F holdings, Q2 2000
Holdings as of June 30, 2000 · filings on SEC EDGAR · latest filing →
Baillie Gifford disclosed 100 US equity positions worth $1.7bn in its Q2 2000 13F filing. The largest position was D Scientific-Atlanta at 9.2% of the reported book, followed by D Sun Microsystems and D Golden West Financial. Against the Q1 2000 filing, it opened 7 new positions, added to 31 and reduced 9 among the top 50 holdings.
What did Baillie Gifford own in Q2 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2000 |
|---|---|---|---|---|---|---|---|
| 1 | D Scientific-Atlanta | 9.2% | $159.5m | 2,140,374 | -11% | reduced | |
| 2 | D Sun Microsystems | 6.6% | $113.7m | 1,250,640 | 5% | added | |
| 3 | D Golden West Financial | 6.4% | $111.0m | 2,720,740 | 10% | added | |
| 4 | ADI D Analog Devices | Technology | 6.3% | $109.9m | 1,445,648 | 8% | added |
| 5 | D Schering-Plough | 5.0% | $86.0m | 1,702,725 | 4% | added | |
| 6 | D Amerada Hess | 4.9% | $84.9m | 1,374,364 | 55% | added | |
| 7 | CSCO D Cisco | Technology | 4.5% | $78.4m | 1,232,895 | 2% | added |
| 8 | D Time Warner | 4.3% | $75.4m | 991,901 | 20% | added | |
| 9 | D Philip Morris | 4.1% | $70.5m | 2,654,623 | 11% | added | |
| 10 | D Unicom | 3.9% | $66.9m | 1,728,695 | 6% | added | |
| 11 | D Walgreen | 3.6% | $62.5m | 1,943,019 | 2% | added | |
| 12 | D Crown Castle International | 3.2% | $55.9m | 1,530,234 | 16% | added | |
| 13 | D Costco Companies | 3.0% | $52.4m | 1,588,048 | 5% | added | |
| 14 | D TMP Worldwide | 2.9% | $50.5m | 684,808 | 29% | added | |
| 15 | PH D Parker Hannifin | Industrials | 2.5% | $43.3m | 1,264,680 | 6% | added |
| 16 | D Motorola | 2.4% | $42.1m | 1,387,800 | 188% | added | |
| 17 | D Sprint PCS | 2.4% | $41.6m | 699,930 | 727% | added | |
| 18 | D Stratos Lightwave | 2.3% | $39.2m | 858,050 | 6% | added | |
| 19 | D Nortel Networks | 1.7% | $30.2m | 435,730 | – | new | |
| 20 | MSFT D Microsoft | Technology | 1.6% | $28.4m | 355,000 | -11% | reduced |
| 21 | IP D International Paper | Consumer Cyclical | 1.3% | $22.6m | 757,109 | -2% | reduced |
| 22 | INTC D Intel | Technology | 1.2% | $21.4m | 160,000 | -78% | reduced |
| 23 | TXN D Texas Insts | Technology | 1.1% | $19.9m | 290,252 | 103% | added |
| 24 | PGR D Progressive | Financial Services | 1.0% | $16.8m | 226,548 | 9% | added |
| 25 | D Alberta Energy | 0.8% | $13.3m | 328,453 | 142% | added | |
| 26 | D EMC Corp.Mass | 0.8% | $13.2m | 171,740 | 93% | added | |
| 27 | GD D General Dynamics | Industrials | 0.7% | $11.3m | 216,984 | 0% | held |
| 28 | D Merck | 0.6% | $10.6m | 138,301 | 47% | added | |
| 29 | TD D Toronto Dominion | Financial Services | 0.5% | $8.4m | 247,708 | -21% | reduced |
| 30 | SLF D Sun Life Finl.Svs.Can | Financial Services | 0.5% | $8.2m | 484,637 | – | new |
| 31 | OMC D Omnicom (U$) | Communication Services | 0.4% | $7.7m | 86,547 | -6% | reduced |
| 32 | D DST Systems Inc | 0.4% | $7.6m | 99,853 | 1% | added | |
| 33 | ADP D Automatic Data Processing | Technology | 0.4% | $7.6m | 141,600 | 215% | added |
| 34 | D Tembec Inc | 0.4% | $7.6m | 776,266 | – | new | |
| 35 | MRSH D Marsh & McLennan | Financial Services | 0.4% | $7.5m | 71,991 | 1% | added |
| 36 | D Rogers Cantel | 0.4% | $7.4m | 221,988 | 53% | added | |
| 37 | MXIM D Maxim Integrated Products | 0.4% | $6.5m | 95,402 | – | new | |
| 38 | D Varian Semiconductor Equipment | 0.4% | $6.2m | 98,000 | 0% | held | |
| 39 | D Burlington Resources | 0.3% | $5.9m | 155,000 | – | new | |
| 40 | D BCE Inc | 0.3% | $5.3m | 222,164 | 16% | added | |
| 41 | D Convergys Corp | 0.3% | $4.9m | 94,470 | 1% | added | |
| 42 | D Coastal Corp | 0.3% | $4.9m | 80,400 | 0% | held | |
| 43 | D Fannie Mae | 0.3% | $4.9m | 93,160 | 1% | added | |
| 44 | D Black Box | 0.3% | $4.9m | 61,400 | -14% | reduced | |
| 45 | D Choicepoint | 0.3% | $4.9m | 109,098 | 1% | added | |
| 46 | SMTC D Semtech | Technology | 0.3% | $4.7m | 61,550 | – | new |
| 47 | MRCY D Mercury Computer Systems | Industrials | 0.3% | $4.6m | 143,098 | -5% | reduced |
| 48 | MFC D Manulife Financial | Financial Services | 0.3% | $4.6m | 260,424 | – | new |
| 49 | GE D General Electric | Industrials | 0.2% | $4.3m | 81,000 | 163% | added |
| 50 | D Central Newspapers | 0.2% | $4.3m | 67,800 | -14% | reduced |
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.