Baillie Gifford 13F holdings, Q3 2000
Holdings as of September 29, 2000 · filings on SEC EDGAR · latest filing →
Baillie Gifford disclosed 66 US equity positions worth $2.3bn in its Q3 2000 13F filing. The largest position was D Golden West Financial at 6.6% of the reported book, followed by D Scientific-Atlanta and D Sun Microsystems. Against the Q2 2000 filing, it opened 10 new positions, added to 28 and reduced 9 among the top 50 holdings.
What did Baillie Gifford own in Q3 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2000 |
|---|---|---|---|---|---|---|---|
| 1 | D Golden West Financial | 6.6% | $153.7m | 2,865,691 | 5% | added | |
| 2 | D Scientific-Atlanta | 6.2% | $144.3m | 2,267,516 | 6% | added | |
| 3 | D Sun Microsystems | 5.9% | $137.6m | 1,178,736 | -6% | reduced | |
| 4 | ADI D Analog Devices | Technology | 5.4% | $126.8m | 1,535,298 | 6% | added |
| 5 | D Unicom | 4.9% | $114.4m | 2,035,627 | – | new | |
| 6 | D Amerada Hess | 4.7% | $110.6m | 1,652,394 | 20% | added | |
| 7 | D Walgreen | 4.5% | $104.9m | 2,764,754 | 42% | added | |
| 8 | D Freddie Mac | 4.4% | $101.5m | 1,878,341 | – | new | |
| 9 | CSCO D Cisco | Technology | 4.0% | $92.5m | 1,674,222 | 36% | added |
| 10 | D Philip Morris | 3.7% | $86.2m | 2,927,268 | 10% | added | |
| 11 | D Schering-Plough | 3.7% | $85.3m | 1,833,648 | 8% | added | |
| 12 | D Time Warner | 3.7% | $85.2m | 1,088,556 | 10% | added | |
| 13 | EOG D EOG Resources | Energy | 3.6% | $83.6m | 2,151,260 | – | new |
| 14 | AMAT D Applied Materials | Technology | 3.0% | $70.3m | 1,185,480 | – | new |
| 15 | COST D Costco Companies | Consumer Defensive | 3.0% | $68.9m | 1,972,722 | – | new |
| 16 | D WorldCom | 2.9% | $66.7m | 2,194,816 | – | new | |
| 17 | D TMP Worldwide | 2.8% | $64.4m | 800,327 | 17% | added | |
| 18 | D Wellpoint Health Networks | 2.1% | $49.4m | 514,540 | – | new | |
| 19 | D Crown Castle International | 2.1% | $48.8m | 1,571,000 | 3% | added | |
| 20 | D Nortel Networks | 2.1% | $48.3m | 806,978 | 85% | added | |
| 21 | D Motorola | 2.0% | $47.5m | 1,682,894 | 21% | added | |
| 22 | PH D Parker Hannifin | Industrials | 2.0% | $46.4m | 1,375,584 | 9% | added |
| 23 | D DST Systems Inc | 1.9% | $44.5m | 378,846 | 279% | added | |
| 24 | D Sprint PCS | 1.7% | $38.7m | 1,103,832 | 58% | added | |
| 25 | BF/B D Brown-Forman B | 1.3% | $29.2m | 532,920 | 2102% | added | |
| 26 | IP D International Paper | Consumer Cyclical | 0.9% | $21.6m | 751,749 | -1% | reduced |
| 27 | D First Data | 0.9% | $20.9m | 535,134 | – | new | |
| 28 | PGR D Progressive | Financial Services | 0.8% | $18.6m | 227,654 | 0% | held |
| 29 | MSFT D Microsoft | Technology | 0.8% | $18.1m | 300,000 | -15% | reduced |
| 30 | D DeVry | 0.6% | $13.4m | 356,742 | 243% | added | |
| 31 | INTC D Intel | Technology | 0.6% | $13.3m | 320,000 | 100% | added |
| 32 | D Merck | 0.6% | $12.8m | 172,524 | 25% | added | |
| 33 | D Alberta Energy | 0.5% | $12.7m | 307,035 | -7% | reduced | |
| 34 | TXN D Texas Insts | Technology | 0.5% | $12.7m | 269,332 | -7% | reduced |
| 35 | MRSH D Marsh & McLennan | Financial Services | 0.5% | $12.2m | 92,060 | 28% | added |
| 36 | D Molex 'A' Share | 0.5% | $12.2m | 293,667 | 1487% | added | |
| 37 | D EMC Corp.Mass | 0.5% | $11.6m | 117,152 | -32% | reduced | |
| 38 | MXIM D Maxim Integrated Products | 0.5% | $11.2m | 139,458 | 46% | added | |
| 39 | SLF D Sun Life Finl.Svs.Can | Financial Services | 0.4% | $9.8m | 475,187 | -2% | reduced |
| 40 | OMC D Omnicom (U$) | Communication Services | 0.4% | $8.8m | 119,997 | 39% | added |
| 41 | D Burlington Resources | 0.4% | $8.7m | 235,000 | 52% | added | |
| 42 | D Four Seasons Hotels (C$) | 0.4% | $8.5m | 114,886 | 505% | added | |
| 43 | D Tembec Inc | 0.3% | $7.8m | 786,266 | 1% | added | |
| 44 | TD D Toronto Dominion | Financial Services | 0.3% | $7.3m | 247,708 | 0% | held |
| 45 | FHI D Federated Investors Inc | Financial Services | 0.3% | $7.2m | 292,600 | – | new |
| 46 | ADP D Automatic Data Processing | Technology | 0.3% | $6.5m | 97,900 | -31% | reduced |
| 47 | SMTC D Semtech | Technology | 0.3% | $6.4m | 148,904 | 142% | added |
| 48 | D Rogers Wireless | 0.3% | $6.4m | 208,988 | – | new | |
| 49 | MFC D Manulife Financial | Financial Services | 0.2% | $5.5m | 260,424 | 0% | held |
| 50 | D Coastal Corp | 0.1% | $1.9m | 26,100 | -68% | 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.