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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 6
增持 34
减持 104
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
MELI
MercadoLibre
-$2.32B
4,296,426
-8%
增持
APP
AppLovin
+$1.31B
4,084,496
+5421%
减持
SHOP
Shopify Inc
+$1.28B
59,776,512
-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
MRNA
Moderna Inc
-$1.22B
38,889,571
-8%
增持
PDD
PDD Holdings Inc
-$1.18B
38,059,343
+5%
减持
NET
Cloudflare Inc
+$803.5M
31,884,160
-2%
减持
AMZN
Amazon.Com
+$741.7M
36,052,157
-6%
减持
CPNG
Coupang
-$661.7M
161,036,432
-6%
减持
NFLX
Netflix Inc
+$650.7M
4,475,742
-5%
减持
TEAM
Atlassian Corp Plc
+$624.4M
8,121,059
-5%
增持
SE
Sea Ltd ADR
+$615.2M
40,954,549
+4%
减持
NVDA
NVIDIA
-$608.4M
52,892,836
-17%
减持
MCO
Moody's Corp
-$590.9M
808,968
-61%
增持
NU
Nu Holdings Ltd.
-$537.1M
224,979,342
+7%
减持
ELV
Elevance Health Inc
-$522.6M
2,487,384
-10%
增持
DDOG
Datadog
+$474.3M
10,905,133
+16%
增持
ELF
e.l.f. Beauty
+$427.1M
8,009,434
+51%
减持
ALNY
Alnylam Pharmaceuticals
-$393.4M
4,040,259
-17%
减持
—
Ferrari NV
-$391.2M
5,523,914
-6%
减持
AMD
Advanced Micro Devices Inc
-$381.8M
6,350,514
-9%
减持
RBLX
Roblox
+$347.9M
28,031,724
-3%
减持
TSLA
Tesla Inc
-$314.4M
7,422,673
-41%
减持
HDB
HDFC Bank ADR
-$291.6M
3,615,750
-57%
增持
SQ
Block Inc
+$262.2M
11,167,806
+9%
建仓
DKNG
DraftKings Inc
+$246.8M
6,633,458
减持
AJG
AJ Gallagher & Co
-$207.5M
1,628,965
-32%
减持
DASH
Doordash Inc
+$195.9M
13,201,359
-7%
减持
IOT
Samsara
-$189.9M
32,929,387
-3%
增持
BN
Brookfield Corp
+$189.7M
3,675,524
+810%
增持
JOBY
Joby Aviation Inc
+$182.1M
55,032,165
+4%
减持
PBR
Petrobras Common ADR
-$181.9M
55,425,918
-11%
减持
WMS
Advanced Drainage Systems
-$169.0M
2,669,125
-12%
减持
AFRM
Affirm Holdings Inc Class A
+$165.6M
9,378,974
-6%
减持
—
Elastic
+$156.8M
8,873,903
-6%
减持
ONC
BeOne Medicines Ltd
-$153.9M
3,671,195
-1%
减持
MLM
Martin Marietta Materials
-$153.5M
1,911,320
-10%
减持
—
Eaton
-$152.6M
797,982
-37%
建仓
TFII
TFI International Inc
+$148.6M
1,100,441
减持
—
Spotify Technology SA
+$148.4M
13,157,694
-15%
清仓
MTD
Mettler-Toledo
-$145.5M
0
-100%
增持
AZO
AutoZone
+$143.2M
163,089
+36%
增持
ENPH
Enphase Energy Inc
-$141.9M
8,371,790
+32%
减持
DNLI
Denali Therapeutics
-$137.8M
12,313,931
-8%
减持
FIX
Comfort Systems USA
-$136.4M
605,359
-40%
减持
ADI
Analog Devices
-$131.7M
3,041,266
-10%
减持
DXCM
Dexcom Inc
+$129.7M
14,612,792
-3%
减持
—
Wix Com
+$124.1M
5,613,289
-13%
减持
UNH
UnitedHealth
-$123.0M
758,423
-12%
减持
RYAAY
Ryanair ADR
-$115.8M
21,752,082
-8%
减持
TXN
Texas Instruments
-$112.8M
2,576,225
-11%
减持
TTD
The Trade Desk
-$110.6M
35,178,933
-9%
减持
SCI
Service Corp.Intl.
-$109.2M
11,021,241
-12%
减持
CSGP
CoStar Group
-$97.4M
7,911,598
-10%
减持
BROS
Dutch Bros
+$97.0M
6,137,101
-12%
减持
—
Royalty Pharma
-$95.5M
14,134,516
-12%
减持
RIVN
Rivian Automotive Inc
+$94.7M
49,603,446
-1%
减持
TMO
Thermo Fisher Scientific
-$92.9M
538,857
-11%
减持
COUR
Coursera Inc
-$91.9M
8,876,535
-58%
减持
SNOW
Snowflake Inc
+$89.2M
2,705,776
-5%
增持
NYT
New York Times Co
+$89.0M
2,536,795
+228%
增持
RELY
Remitly Global Inc
+$88.2M
9,385,334
+2%
减持
WSO
Watsco Inc
-$86.7M
1,098,081
-11%
增持
PODD
Insulet
+$85.3M
2,355,683
+4%
减持
ISRG
Intuitive Surgical
+$83.9M
3,783,082
-2%
减持
XYL
Xylem
-$78.6M
1,638,523
-18%
减持
FND
Floor & Decor Holdings
-$77.8M
1,839,545
-13%
减持
SPGI
S&P Global Inc
-$77.8M
853,110
-12%
减持
META
Meta Platforms Inc
-$76.5M
5,882,385
-4%
减持
MBLY
Mobileye Global Inc.
+$74.4M
14,489,554
-7%
增持
MSFT
Microsoft
+$74.4M
7,371,795
+5%
减持
MA
Mastercard Inc-Class A
-$71.2M
1,797,938
-13%
减持
NEOG
Neogen Corp
-$70.4M
9,749,003
-13%
减持
ILMN
Illumina
-$69.1M
3,018,193
-17%
减持
ENTG
Entegris Inc
-$68.4M
2,265,532
-13%
减持
SITE
SiteOne Landscape Supply
-$68.4M
1,640,028
-13%
减持
kspi us equity
Kaspi.kz ADR
-$67.4M
4,491,504
-3%
减持
—
Copa Holdings S A
-$66.6M
3,062,247
-14%
减持
BC
Brunswick Corp
-$65.7M
2,051,194
-13%
减持
LMND
Lemonade Inc
+$62.7M
3,383,887
-9%
增持
AVAV
AeroVironment
-$62.7M
2,135,280
+9%
减持
SG
Sweetgreen
-$60.9M
11,320,949
-5%
增持
—
Grab Holdings
+$59.4M
47,021,709
+10%
增持
PEN
Penumbra Inc
+$58.4M
730,233
+23%
减持
PINS
Pinterest
-$55.7M
8,917,829
-8%
减持
INSP
Inspire Medical Systems
-$55.6M
1,256,005
-8%
增持
FMX
Fomento Economico Mexicano Sab ADR
-$55.3M
4,325,489
+0%
减持
YETI
YETI Holdings
-$53.7M
7,712,460
-10%
减持
BNTX
BioNTech ADR
-$50.0M
8,220,581
-1%
建仓
SQM
SQM ADR
+$49.5M
1,362,356
增持
LINE
Lineage Inc
+$47.1M
3,098,580
+81%
减持
—
MakeMyTrip
+$46.5M
3,683,542
-7%
减持
ALB
Albemarle Corp
-$44.1M
2,134,166
-11%
减持
CBRE
Cbre Group Inc
-$43.7M
3,878,912
-13%
增持
EW
Edwards Lifesciences Corp
+$38.6M
706,796
+239%
增持
—
SharkNinja
+$38.1M
2,430,185
+33%
减持
SEDG
Solaredge Technologies Inc
-$37.9M
106,977
-94%
减持
ECL
Ecolab
-$37.2M
950,398
-7%
增持
SVV
Savers Value Village
+$32.0M
3,689,478
+570%
增持
AAPL
Apple
+$31.8M
820,871
+10%
减持
GH
Guardant Health
+$31.8M
5,449,100
-7%
增持
W
Wayfair Inc Class A
-$31.7M
6,179,761
+14%
减持
DOCS
Doximity Inc
+$30.4M
4,943,742
-8%
建仓
XMTR
Xometry Inc - A
+$30.3M
710,196
减持
ADSK
Autodesk
-$30.2M
923,701
-16%
增持
BLDR
Builders Firstsource
-$29.4M
1,663,420
+21%
减持
WDAY
Workday Inc
+$27.5M
6,333,137
-4%
减持
—
Norwegian Cruise Line Holdings
+$26.7M
7,999,828
-8%
减持
BBD
Banco Bradesco Pn ADR
-$26.5M
30,741,854
-4%
减持
STAA
Staar Surgical
-$26.2M
1,153,886
-21%
减持
SANA
Sana Biotechnology Inc
-$26.1M
10,233,573
-0%
减持
MP
MP Materials
-$25.6M
1,482,473
-46%
减持
EXAS
Exact Sciences
-$25.5M
1,012,727
-16%
建仓
PAYX
Paychex
+$25.4M
181,359
减持
NEE
NextEra Energy
-$25.4M
21,348
-93%
减持
YMM
Full Truck Alliance Co Ltd ADR
+$23.9M
15,043,697
-2%
减持
CX
Cemex ADR
-$21.9M
31,697,814
-4%
增持
GOOGL
Alphabet Inc Class A
+$21.8M
832,818
+2%
减持
CP
Canadian Pacific Kansas City Ltd
-$21.7M
1,206,416
-5%
减持
TME
Tencent Music Entertainment ADR
-$21.4M
20,959,579
-3%
清仓
—
Zuora Inc Class A
-$21.2M
0
-100%
减持
ENSG
The Ensign Group
-$21.0M
984,609
-7%
减持
ROKU
Roku
-$20.4M
2,636,614
-9%
增持
TMDX
TransMedics Group
-$20.1M
269,836
+15%
增持
—
dLocal
+$19.4M
2,613,514
+109%
清仓
—
Exscientia Ltd ADR
-$18.8M
0
-100%
建仓
BEPC
Brookfield Renewable
+$18.3M
663,077
减持
PLD
Prologis Inc REIT
-$18.1M
63,001
-68%
清仓
VIR
Vir Biotechnology Inc
-$17.8M
0
-100%
减持
ITUB
Itau Unibanco Holding SA-ADR
-$17.5M
9,280,586
-3%
增持
TNDM
Tandem Diabetes Care
+$17.4M
746,109
+236%
清仓
—
CRISPR Therapeutics AG
-$17.1M
0
-100%
减持
SDGR
Schrodinger
-$16.4M
1,054,403
-47%
减持
WRBY
Warby Parker Inc
+$16.1M
2,146,690
-2%
减持
—
monday.com
-$16.0M
311,690
-3%
增持
LU
Lufax Holding Ltd
-$16.0M
14,667,069
+0%
减持
AXON
Axon Enterprise Inc
+$15.2M
170,750
-21%
减持
JMIA
Jumia Technologies Ag ADR
-$14.9M
8,777,057
-3%
减持
UPS
United Parcel Service
-$14.6M
593,605
-10%
减持
TSM
TSMC ADR
+$14.3M
1,945,432
-9%
减持
DUOL
Duolingo Inc
-$14.3M
2,740,102
-14%
减持
MKL
Markel Corp
-$14.2M
227,220
-12%
增持
SKYT
SkyWater Technology
+$13.8M
1,665,284
+65%
清仓
—
Brookfield Renewable
-$13.7M
0
-100%
减持
AMT
American Tower Corp REIT
-$13.5M
76,215
-36%
减持
SYM
Symbotic
-$13.5M
13,904,789
-1%
减持
MKTX
MarketAxess Holdings
-$13.1M
303,200
-5%
增持
PEP
Pepsico
-$12.6M
709,186
+0%
增持
CME
CME Group Inc
+$12.5M
396,944
+10%
减持
REXR
Rexford Industrial Realty REIT
-$12.0M
9,245
-96%
减持
PBR/A
Petrobras Pref ADR
-$11.8M
6,964,302
-3%