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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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 21Q4 21Q3 21Q2

23Q2 调仓2023-03-31 → 2023-06-30 · 共 150 项建仓 5增持 42减持 97清仓 6

方向

标的

Δ市值

现股数(环比)

减持

NVDA NVIDIA

+$2.14B

15,580,742 -3%

减持

MRNA Moderna Inc

-$1.58B

45,711,095 -2%

增持

AMZN Amazon.Com

+$1.34B

40,868,452 +6%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

ILMN Illumina

-$885.5M

13,973,317 -7%

减持

SHOP Shopify Inc

+$825.3M

65,550,791 -8%

减持

TTD The Trade Desk

+$721.3M

45,491,130 -1%

减持

TSLA Tesla Inc

+$664.9M

23,188,922 -11%

减持

SE Sea Ltd ADR

-$638.3M

21,795,993 -1%

增持

DDOG Datadog

+$579.5M

10,391,637 +70%

增持

MELI MercadoLibre

-$507.1M

6,389,959 +4%

增持

JOBY Joby Aviation Inc

+$498.9M

51,872,715 +575%

减持

BKNG Booking Holdings Inc

-$474.9M

5,463 -97%

增持

NET Cloudflare Inc

+$473.8M

31,505,621 +23%

增持

META Meta Platforms Inc

+$472.6M

3,822,930 +30%

减持

AXON Axon Enterprise Inc

-$421.9M

562,527 -76%

减持

— Spotify Technology SA

+$368.3M

25,177,054 -8%

减持

— Ferrari NV

+$363.9M

7,213,405 -2%

减持

NU Nu Holdings Ltd.

+$347.9M

119,788,669 -5%

减持

ZM Zoom Video Communications Inc

-$347.5M

3,940,862 -53%

减持

ISRG Intuitive Surgical

+$341.3M

4,120,421 -1%

增持

AMD Advanced Micro Devices Inc

+$321.5M

10,332,624 +18%

增持

DASH Doordash Inc

+$318.3M

12,254,555 +26%

减持

TMO Thermo Fisher Scientific

-$315.8M

713,447 -40%

减持

MLM Martin Marietta Materials

+$277.3M

2,821,195 -2%

减持

MSFT Microsoft

+$265.6M

5,536,767 -1%

减持

EL Estee Lauder 'A'

-$230.1M

1,813,960 -24%

增持

ENTG Entegris Inc

+$225.9M

4,005,207 +51%

减持

AJG AJ Gallagher & Co

-$224.3M

2,941,709 -35%

增持

IOT Samsara

+$222.5M

21,419,199 +14%

减持

W Wayfair Inc Class A

+$215.6M

7,851,414 -9%

减持

CSGP CoStar Group

+$212.5M

11,934,044 -3%

减持

MKTX MarketAxess Holdings

-$195.5M

1,392,802 -3%

增持

WMS Advanced Drainage Systems

+$194.7M

3,610,702 +41%

减持

NFLX Netflix Inc

+$185.4M

5,666,795 -15%

减持

— Wix Com

-$179.3M

7,943,960 -1%

减持

PBR Petrobras Common ADR

+$163.8M

55,335,342 -4%

增持

RYAAY Ryanair ADR

+$160.6M

8,262,199 +3%

增持

— Novocure Ltd

-$156.8M

8,690,464 +1%

减持

DXCM Dexcom Inc

+$155.8M

16,723,298 -3%

减持

RBLX Roblox

-$154.0M

28,549,298 -2%

减持

CPNG Coupang

+$139.9M

111,099,690 -1%

减持

CVNA Carvana

-$137.6M

727 -100%

减持

ALNY Alnylam Pharmaceuticals

-$136.6M

8,392,216 -3%

减持

BNTX BioNTech ADR

-$135.3M

7,450,298 -1%

减持

ONC BeiGene Ltd

-$129.6M

3,283,304 -1%

建仓

FMX Fomento Economico Mexicano Sab ADR

+$126.9M

1,144,552

减持

DNA Ginkgo Bioworks Holdings Inc

+$125.4M

241,081,405 -1%

减持

CHGG Chegg

-$124.7M

10,664,698 -21%

建仓

CP Canadian Pacific Kansas City Ltd

+$122.1M

1,510,463

建仓

YETI YETI Holdings

+$121.5M

3,128,447

减持

GOOG Alphabet Inc Class C

+$117.8M

7,855,055 -2%

减持

— Royalty Pharma

-$112.9M

18,500,588 -2%

清仓

— Canadian Pacific Railway

-$111.2M

0 -100%

减持

WSO Watsco Inc

+$108.7M

1,937,626 -2%

减持

WDAY Workday Inc

+$107.8M

7,177,891 -2%

减持

NIO NIO Inc ADR

-$105.1M

119,456,115 -1%

减持

EXAS Exact Sciences

+$104.6M

4,567,081 -5%

减持

MCO Moody's Corp

+$101.8M

3,933,219 -5%

减持

CX Cemex ADR

+$100.1M

73,167,125 -3%

增持

SDGR Schrodinger

+$87.9M

2,966,351 +30%

清仓

— Ritchie Bros. Auctioneers

-$86.6M

0 -100%

减持

DNLI Denali Therapeutics

+$84.3M

14,843,770 -3%

增持

DOCS Doximity Inc

+$82.4M

6,599,164 +50%

减持

SCI Service Corp.Intl.

-$81.8M

14,956,508 -2%

减持

TDOC Teladoc

-$80.0M

1,776,578 -63%

减持

ELV Elevance Health Inc

-$78.0M

3,134,249 -2%

减持

ADBE Adobe Systems

+$77.7M

797,784 -2%

减持

SNOW Snowflake Inc

+$77.0M

4,443,710 -3%

减持

MTD Mettler-Toledo

-$75.6M

314,662 -1%

增持

SG Sweetgreen

+$75.6M

9,102,180 +74%

减持

AFRM Affirm Holdings Inc Class A

+$72.3M

19,409,369 -3%

减持

SPGI S&P Global Inc

+$68.2M

1,425,005 -2%

减持

SITE SiteOne Landscape Supply

+$63.3M

2,259,027 -2%

增持

MBLY Mobileye Global Inc.

+$59.1M

8,495,206 +38%

减持

STAA Staar Surgical

-$59.1M

5,110,304 -0%

减持

MA Mastercard Inc-Class A

+$58.1M

2,458,824 -2%

减持

CERT Certara

-$58.0M

9,391,977 -1%

减持

— Eaton

+$52.3M

1,947,761 -2%

减持

BR Broadridge Finl.Sltn.

+$48.8M

3,093,386 -2%

减持

FTCHQ Farfetch

+$48.6M

44,382,817 -1%

建仓

— WNS (Holdings) ADR

+$46.0M

624,221

减持

— Elastic

+$44.2M

7,582,321 -1%

减持

TEAM Atlassian Corp Plc

-$43.6M

7,366,334 -1%

减持

BBD Banco Bradesco Pn ADR

+$42.9M

54,548,284 -2%

减持

TSM TSMC ADR

+$42.6M

6,959,347 -2%

减持

BIDU Baidu.com Sponsored ADR

-$40.5M

2,644,985 -1%

减持

TWLO Twilio Inc

-$40.3M

4,160,246 -9%

减持

— Abcam Plc ADR

+$39.0M

8,152,052 -32%

增持

UNH UnitedHealth

+$38.4M

79,900 +109352%

减持

PEN Penumbra Inc

+$37.0M

697,646 -4%

减持

DE Deere & Co

-$36.7M

1,075,870 -6%

减持

CBRE Cbre Group Inc

+$35.4M

5,336,809 -2%

增持

SEDG Solaredge Technologies Inc

-$31.5M

935,211 +0%

减持

SANA Sana Biotechnology Inc

+$29.0M

10,836,161 -0%

清仓

— Splunk Inc

-$28.1M

0 -100%

减持

DUOL Duolingo Inc

-$26.0M

4,275,077 -4%

减持

PBR/A Petrobras Pref ADR

+$25.4M

9,571,088 -4%

减持

— Redfin

+$25.4M

8,698,716 -5%

减持

SCHW Charles Schwab

+$24.9M

7,465,482 -2%

增持

TME Tencent Music Entertainment ADR

-$24.8M

28,821,565 +0%

增持

NYT New York Times Co

+$24.6M

841,273 +284%

减持

BL Blackline

-$24.6M

803,091 -20%

减持

— Copa Holdings S A

+$24.5M

3,580,744 -11%

增持

— Credicorp

+$24.3M

1,416,820 +1%

清仓

PTON Peloton Interactive Inc

-$23.7M

0 -100%

增持

GOOGL Alphabet Inc Class A

+$23.3M

1,172,601 +4%

增持

APPN Appian Corp

+$23.0M

1,882,112 +25%

减持

MKL Markel Corp

+$22.3M

309,298 -3%

减持

YMM Full Truck Alliance Co Ltd ADR

-$22.3M

15,777,298 -0%

增持

AAPL Apple

+$21.1M

654,054 +2%

增持

ABCL Abcellera Biologics Inc

+$20.8M

26,364,751 +33%

增持

— Dada Nexus Ltd ADR

-$20.8M

7,414,011 +4%

增持

RAMP Liveramp Holdings Inc

+$20.5M

1,843,123 +26%

清仓

— MELI Kaszek Pioneer

-$20.4M

0 -100%

减持

RXRX Recursion Pharmaceuticals Inc

+$19.8M

25,097,630 -0%

增持

— Hashicorp Inc

-$19.8M

7,388,693 +1%

减持

COUR Coursera Inc

+$19.1M

18,053,679 -4%

增持

TRUP Trupanion

-$18.6M

815,029 +1%

减持

POOL SCP Pool Corporation

+$16.9M

648,441 -2%

减持

ADI Analog Devices

-$16.8M

3,483,252 -1%

减持

CHWY Chewy Inc

+$16.5M

16,070,707 -3%

增持

— Lufax Holding Ltd

-$15.3M

25,189,314 +0%

减持

ECL Ecolab

+$15.2M

1,190,328 -5%

增持

PDD PDD Holdings Inc

+$15.2M

31,167,044 +11%

增持

— JFrog Ltd

+$14.2M

1,740,653 +1%

减持

Z Zillow Group Inc Class C

+$14.0M

2,467,192 -0%

减持

— Oatly Inc.

-$14.0M

36,666,324 -0%

减持

ADSK Autodesk

-$13.7M

901,919 -5%

增持

IBN ICICI Bank ADR

+$13.6M

6,217,221 +3%

减持

TXG 10X Genomics Inc Class A

-$13.5M

8,504,247 -3%

增持

UPWK Upwork Inc

-$12.8M

6,916,090 +1%

增持

PGNY Progyny

+$12.8M

1,665,567 +2%

清仓

QTWO Q2 Holdings Inc

-$12.7M

0 -100%

减持

ITUB Itau Unibanco Holding SA-ADR

+$12.6M

14,912,727 -4%

减持

FR First Industrial REIT

-$11.9M

227,468 -49%

减持

CEVA CEVA Inc

-$11.8M

14,247 -96%

增持

FUTU Futu Hdgs ADR

-$11.8M

1,113,861 +3%

增持

AVAV Aerovironment

+$11.5M

790,459 +5%

减持

ROKU Roku

-$11.2M

3,323,828 -2%

减持

— Brookfield Renewable

-$10.8M

649,932 -27%

减持

PCRX Pacira BioSciences

-$10.7M

1,658,563 -12%

增持

WRBY Warby Parker Inc

+$10.6M

6,077,468 +7%

减持

— ShockWave Medical Inc

+$10.6M

300,772 -13%

减持

— Lilium N.V.

-$10.6M

15,359 -100%

增持

EVER EverQuote Inc

-$10.0M

1,361,619 +0%

减持

FND Floor & Decor Holdings

+$10.0M

2,537,680 -2%

增持

TWST Twist Bioscience Corp

+$9.7M

1,269,926 +18%

建仓

BN Brookfield Corp

+$9.4M

279,711

减持

— Burford Capital

-$8.9M

643,107 -64%

增持

CGNX Cognex Corp

+$8.9M

1,107,984 +3%