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BAILLIE GIFFORD & CO 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BAILLIE GIFFORD & CO

报告期 2026-03-31 · CIK 0001088875

持仓数

273

前50大市值合计

$77.83B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA

COM

$7.11B

40,748,665

9.1%

AMZN Amazon.Com

COM

$5.85B

28,092,199

7.5%

MELI MercadoLibre

COM

$5.59B

3,233,259

7.2%

— Spotify Technology SA

SHS

$3.99B

8,218,203

5.1%

NU Nu Holdings Ltd.

ORD SHS CL A

$3.54B

246,564,454

4.6%

SHOP Shopify 'A'

CL A

$3.44B

29,019,724

4.4%

NET Cloudflare Inc

CL A COM

$3.29B

15,924,423

4.2%

SE Sea Ltd ADR

ADR

$3.28B

39,654,072

4.2%

PDD PDD Holdings Inc

SPONSORED ADS

$2.90B

28,353,099

3.7%

APP AppLovin

COM CL A

$2.67B

6,700,132

3.4%

META Meta Platforms Inc

CL A

$2.35B

4,098,821

3.0%

CPNG Coupang

CL A

$2.28B

120,656,242

2.9%

NFLX Netflix Inc

COM

$2.10B

21,805,669

2.7%

IOT Samsara

COM CL A

$1.82B

57,523,792

2.3%

MSFT Microsoft

COM

$1.44B

3,878,029

1.8%

— Ferrari NV

COM

$1.29B

3,875,628

1.7%

RBLX Roblox

CL A

$1.21B

21,423,012

1.6%

ISRG Intuitive Surgical

COM NEW

$1.18B

2,567,565

1.5%

RKLB Rocket Lab Corp

COM

$1.18B

18,428,043

1.5%

DASH Doordash Inc

COM

$1.09B

7,241,815

1.4%

AXON Axon Enterprise Inc

COM

$1.04B

2,459,727

1.3%

MRNA Moderna Inc

COM

$1.02B

19,985,876

1.3%

GOOG Alphabet Inc Class C

CAP STK CL C

$1.00B

3,499,244

1.3%

RDDT Reddit

CL A

$984.2M

7,309,109

1.3%

DXCM Dexcom Inc

COM

$979.7M

15,599,525

1.3%

ENSG The Ensign Group

COM

$972.5M

4,826,172

1.2%

— Credicorp

COM

$925.8M

2,729,498

1.2%

PBR Petrobras Common ADR

SPONSORED ADR

$922.1M

44,438,548

1.2%

ALNY Alnylam Pharmaceuticals

COM

$825.1M

2,493,866

1.1%

— Royalty Pharma

SHS CLASS A

$775.0M

16,155,677

1.0%

SCI Service Corp.Intl.

COM

$710.0M

8,605,439

0.9%

MA Mastercard Inc-Class A

CL A

$682.6M

1,366,111

0.9%

TEAM Atlassian Corp Plc

CL A

$680.0M

9,963,439

0.9%

SYM Symbotic

COM

$663.9M

12,479,888

0.9%

RIVN Rivian Automotive Inc

COM CL A

$659.5M

43,821,500

0.8%

MLM Martin Marietta Materials

COM

$640.1M

1,087,380

0.8%

GOOGL Alphabet Inc Class A

CAP STK CL A

$559.9M

1,946,990

0.7%

— MakeMyTrip

SHS

$559.8M

15,012,963

0.7%

CSGP CoStar Group

COM

$549.1M

13,610,922

0.7%

RYAAY Ryanair ADR

SPONSORED ADR NE

$533.2M

9,225,175

0.7%

JOBY Joby Aviation Inc

COM

$515.6M

62,419,803

0.7%

TSLA Tesla Inc

COM

$484.1M

1,302,148

0.6%

DUOL Duolingo Inc

CL A COM

$480.6M

4,875,810

0.6%

SQM SQM ADR

SPON ADR SER B

$461.9M

5,707,211

0.6%

MSCI MSCI

COM

$459.4M

852,357

0.6%

MDLN Medline Inc

COM CL A

$443.9M

9,975,775

0.6%

ELF e.l.f. Beauty

COM

$435.7M

7,188,005

0.6%

TSM TSMC ADR

SPONSORED ADR

$433.3M

1,282,250

0.6%

PODD Insulet

COM

$425.9M

2,029,492

0.5%

WSO Watsco Inc

COM

$413.7M

1,137,258

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

38%前 6 大占比

NVDA9.1%AMZN7.5%MELI7.2%Spotify Technology SA5.1%NU4.6%SHOP4.4%