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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 12
增持 39
减持 89
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA
-$2.43B
63,499,698
-23%
减持
MRNA
Moderna Inc
-$2.32B
42,458,083
-2%
减持
MELI
MercadoLibre
+$1.66B
4,689,139
-3%
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。
增持
SHOP
Shopify 'A'
+$1.43B
63,366,308
+15%
增持
SE
Sea Ltd ADR
+$1.28B
39,564,018
+15%
增持
MSFT
Microsoft
+$876.0M
7,048,244
+46%
减持
DXCM
Dexcom Inc
-$730.9M
15,017,666
-2%
增持
IOT
Samsara
+$704.1M
33,844,390
+23%
减持
—
Spotify Technology SA
+$684.9M
15,570,335
-3%
增持
DASH
Doordash Inc
+$659.1M
14,142,674
+13%
增持
TTD
The Trade Desk
+$631.9M
38,716,074
+5%
减持
CPNG
Coupang
+$611.5M
171,130,037
-0%
增持
META
Meta Platforms Inc
+$590.1M
6,150,374
+6%
减持
TSM
TSMC ADR
-$542.2M
2,129,805
-59%
减持
TSLA
Tesla Inc
+$483.6M
12,658,923
-11%
增持
NU
Nu Holdings Ltd.
+$470.8M
210,103,451
+13%
减持
—
Elastic
-$392.3M
9,411,866
-4%
减持
GOOG
Alphabet Inc Class C
-$361.4M
3,814,156
-30%
增持
BNTX
BioNTech ADR
+$321.7M
8,308,071
+0%
增持
ONC
BeiGene Ltd
+$306.7M
3,705,756
+1%
增持
AUR
Aurora Innovation Class A Common
+$302.0M
84,904,647
+17%
减持
—
Ferrari NV
+$294.1M
5,871,198
-2%
增持
PBR
Petrobras Common ADR
+$291.1M
62,083,852
+49%
建仓
BLDR
Builders Firstsource
+$267.1M
1,377,962
减持
AMZN
Amazon.Com
-$266.9M
38,468,122
-0%
减持
MBLY
Mobileye Global Inc.
-$229.5M
15,635,086
-1%
清仓
ADBE
Adobe Systems
-$227.7M
0
-100%
建仓
BROS
Dutch Bros
+$224.5M
7,007,836
增持
ELF
e.l.f. Beauty
-$223.2M
5,305,692
+39%
减持
HDB
HDFC Bank ADR
-$219.5M
8,351,216
-28%
减持
AMD
Advanced Micro Devices Inc
-$214.3M
7,001,808
-17%
增持
PDD
PDD Holdings Inc
+$198.5M
36,116,452
+3%
增持
—
SharkNinja
+$196.4M
1,825,626
+6409%
减持
DUOL
Duolingo Inc
+$189.9M
3,200,911
-6%
减持
RBLX
Roblox
+$189.6M
28,784,863
-1%
增持
ISRG
Intuitive Surgical
+$189.4M
3,848,547
+1%
建仓
—
Norwegian Cruise Line Holdings
+$179.1M
8,734,579
清仓
POOL
SCP Pool Corporation
-$168.8M
0
-100%
建仓
ENSG
The Ensign Group
+$151.8M
1,055,677
增持
PODD
Insulet
+$149.1M
2,275,701
+21%
减持
DDOG
Datadog
-$147.3M
9,420,571
-1%
减持
CBRE
Cbre Group Inc
+$143.5M
4,442,028
-3%
增持
TEAM
Atlassian Corp Plc
-$140.0M
8,514,039
+1%
增持
WDAY
Workday Inc
+$139.6M
6,573,616
+0%
建仓
LINE
Lineage Inc
+$134.4M
1,714,099
减持
PINS
Pinterest
-$131.5M
9,708,696
-4%
减持
NFLX
Netflix Inc
+$124.8M
4,707,071
-1%
增持
RIVN
Rivian Automotive Inc
+$121.9M
50,357,579
+53%
减持
ALNY
Alnylam Pharmaceuticals
-$121.9M
4,887,000
-19%
减持
STAA
Staar Surgical
-$121.1M
1,460,485
-60%
增持
AVAV
AeroVironment
+$115.9M
1,951,393
+29%
清仓
CERT
Certara
-$115.7M
0
-100%
减持
ILMN
Illumina
-$112.6M
3,622,813
-35%
减持
ELV
Elevance Health Inc
-$111.9M
2,769,568
-3%
减持
MTD
Mettler-Toledo
-$107.7M
97,005
-46%
减持
DE
Deere & Co
-$102.8M
542,191
-38%
减持
INSP
Inspire Medical Systems
+$97.5M
1,366,835
-4%
增持
ENPH
Enphase Energy Inc
+$90.2M
6,343,099
+1%
减持
NET
Cloudflare Inc
-$80.6M
32,510,592
-1%
建仓
CME
CME Group Inc
+$79.7M
361,169
减持
MA
Mastercard Inc-Class A
+$78.0M
2,061,506
-3%
减持
FIX
Comfort Systems USA
+$77.0M
1,007,134
-3%
减持
ENTG
Entegris Inc
-$69.9M
2,602,218
-3%
增持
RYAAY
Ryanair ADR
+$69.4M
23,548,902
+176%
减持
DNLI
Denali Therapeutics
+$69.2M
13,345,887
-3%
减持
DOCS
Doximity Inc
+$68.6M
5,359,235
-9%
减持
SNOW
Snowflake Inc
-$66.4M
2,860,882
-2%
减持
SCI
Service Corp.Intl.
+$64.3M
12,529,330
-4%
减持
—
Wix Com
-$63.2M
6,461,712
-10%
增持
kspi us equity
Kaspi.kz ADR
+$61.4M
4,649,484
+39%
减持
MLM
Martin Marietta Materials
-$54.2M
2,119,177
-4%
减持
SPGI
S&P Global Inc
+$53.1M
972,936
-3%
减持
TXG
10X Genomics Inc Class A
-$52.4M
40,378
-99%
减持
SG
Sweetgreen
+$52.4M
11,957,004
-3%
减持
TME
Tencent Music Entertainment ADR
-$51.4M
21,520,498
-3%
减持
UNH
UnitedHealth
+$51.3M
866,500
-3%
减持
WSO
Watsco Inc
-$50.7M
1,234,136
-13%
减持
SITE
SiteOne Landscape Supply
+$46.7M
1,885,066
-4%
减持
FND
Floor & Decor Holdings
+$46.0M
2,103,633
-3%
减持
MCO
Moody's Corp
-$45.1M
2,052,045
-15%
清仓
DNA
Ginkgo Bioworks Holdings Inc
-$44.9M
0
-100%
减持
GOOGL
Alphabet Inc Class A
-$44.1M
818,898
-17%
减持
GH
Guardant Health
-$41.3M
5,872,024
-4%
增持
—
Credicorp
+$39.6M
1,674,261
+3%
增持
SQ
Block Inc
+$36.6M
10,233,102
+1%
减持
ROKU
Roku
+$36.3M
2,898,481
-4%
减持
RXRX
Recursion Pharmaceuticals Inc
-$33.1M
25,239,870
-5%
增持
SYM
Symbotic
-$31.6M
14,070,999
+32%
减持
ABCL
Abcellera Biologics Inc
-$31.3M
12,894,703
-41%
减持
TMO
Thermo Fisher Scientific
+$29.5M
603,394
-3%
减持
XYL
Xylem
-$27.7M
1,989,574
-9%
减持
SPT
Sprout Social
-$27.5M
3,732,160
-2%
建仓
DNA
Ginkgo Bioworks Holdings Inc
+$27.4M
3,358,581
减持
INTU
Intuit
-$25.2M
97,502
-25%
减持
—
Royalty Pharma
+$24.9M
16,122,491
-1%
减持
—
MakeMyTrip
+$24.6M
3,949,281
-3%
减持
AJG
AJ Gallagher & Co
+$24.4M
2,380,947
-4%
减持
ADI
Analog Devices
-$24.0M
3,379,454
-4%
减持
WMS
Advanced Drainage Systems
-$23.6M
3,038,893
-3%
增持
FAST
Fastenal
+$23.3M
2,702,242
+0%
清仓
PCRX
Pacira BioSciences
-$23.1M
0
-100%
增持
AZO
AutoZone
+$22.7M
120,313
+0%
减持
EXAS
Exact Sciences
+$22.1M
1,209,501
-15%
减持
BC
Brunswick Corp
+$21.5M
2,367,140
-3%
增持
AAPL
Apple
+$19.7M
745,705
+2%
建仓
MRSH
Marsh & McLennan
+$19.1M
85,600
减持
EW
Edwards Lifesciences Corp
-$18.8M
208,696
-41%
清仓
YOU
Clear Secure Inc
-$18.7M
0
-100%
减持
Z
Zillow Group Inc Class C
+$18.5M
1,249,254
-5%
增持
LU
Lufax Holding Ltd
+$17.8M
14,617,105
+4%
减持
TXN
Texas Instruments
+$17.5M
2,884,380
-3%
减持
CHWY
Chewy Inc
+$17.2M
18,565,746
-4%
减持
VIR
Vir Biotechnology Inc
-$17.1M
2,383,029
-39%
减持
MKL
Markel Corp
-$17.0M
259,115
-4%
减持
AXON
Axon Enterprise Inc
+$17.0M
215,924
-8%
减持
JMIA
Jumia Technologies Ag ADR
-$15.5M
9,065,891
-0%
建仓
ERII
Energy Recovery
+$15.2M
876,188
减持
SANA
Sana Biotechnology Inc
-$15.0M
10,278,084
-3%
建仓
MNST
Monster Beverage
+$14.8M
284,051
清仓
NBTX
Nanobiotix ADR
-$14.3M
0
-100%
清仓
WAT
Waters
-$14.0M
0
-100%
增持
—
Medtronic
+$13.9M
532,302
+23%
增持
INFY
Infosys Ltd ADR
+$13.8M
3,089,058
+5%
减持
YETI
YETI Holdings
+$13.5M
8,547,618
-3%
减持
VRTX
Vertex Pharmaceuticals Inc
-$13.2M
140,580
-16%
减持
MP
MP Materials
+$12.8M
2,758,581
-2%
减持
MKTX
MarketAxess Holdings
+$12.6M
318,598
-7%
增持
MCD
McDonald's
+$12.3M
138,155
+18%
减持
ARCC
Ares Capital Corp
-$11.9M
342,395
-63%
减持
BBD
Banco Bradesco Pn ADR
+$11.7M
32,019,761
-2%
减持
—
JFrog Ltd
-$11.7M
1,244,750
-2%
清仓
EL
Estee Lauder 'A'
-$11.6M
0
-100%
增持
IBN
ICICI Bank ADR
+$11.2M
6,352,173
+3%
减持
W
Wayfair Inc Class A
+$10.9M
5,439,120
-3%
减持
IONS
Ionis Pharmaceuticals
-$10.8M
39,581
-85%
减持
TWST
Twist Bioscience Corp
-$10.8M
834,339
-15%
减持
CP
Canadian Pacific Kansas City Ltd
-$10.5M
1,273,244
-16%
建仓
CRWD
CrowdStrike Holdings
+$10.5M
37,435
减持
—
monday.com
+$10.3M
321,730
-2%
增持
ITUB
Itau Unibanco Holding SA-ADR
+$10.3M
9,556,375
+5%
增持
PGNY
Progyny
-$10.2M
875,837
+1%
增持
PEP
Pepsico
+$9.8M
708,275
+6%
减持
—
Eaton
+$9.7M
1,259,420
-3%
建仓
APP
AppLovin
+$9.7M
73,976
减持
RAMP
Liveramp Holdings Inc
-$9.6M
1,358,074
-3%
减持
ALB
Albemarle Corp
-$8.8M
2,404,910
-3%
增持
PG
Procter & Gamble
+$8.5M
904,074
+1%
减持
CGNX
Cognex Corp
-$8.4M
1,292,229
-1%
减持
BEKE
KE Holdings ADR
+$8.3M
1,441,954
-0%
清仓
CCU
CIA Cervecerias Unidas ADR
-$8.0M
0
-100%
