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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 26
减持 110
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
TSLA
Tesla Inc
-$2.54B
1,762,022
-76%
减持
TTD
The Trade Desk
-$2.42B
31,413,946
-11%
减持
NVDA
NVIDIA
-$2.02B
46,893,508
-11%
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
AMZN
Amazon.Com
-$1.28B
34,831,430
-3%
增持
PDD
PDD Holdings Inc
+$1.05B
40,047,278
+5%
减持
SHOP
Shopify Inc
-$1.02B
55,877,748
-7%
减持
MRNA
Moderna Inc
-$909.7M
24,948,558
-36%
减持
SE
Sea Ltd ADR
+$812.4M
39,525,842
-3%
清仓
AMD
Advanced Micro Devices Inc
-$767.1M
0
-100%
减持
—
Wix Com
-$677.1M
3,227,099
-43%
减持
ADI
Analog Devices
-$528.5M
583,320
-81%
减持
ELF
e.l.f. Beauty
-$507.1M
7,939,144
-1%
减持
MSFT
Microsoft
-$471.3M
7,021,856
-5%
减持
ISRG
Intuitive Surgical
-$402.3M
3,174,667
-16%
减持
—
Ferrari NV
-$400.2M
4,623,463
-16%
减持
MLM
Martin Marietta Materials
-$387.1M
1,255,116
-34%
增持
NU
Nu Holdings Ltd.
+$384.5M
265,160,474
+18%
减持
CHWY
Chewy Inc
-$360.3M
5,980,689
-64%
减持
NET
Cloudflare Inc
-$342.7M
27,425,821
-14%
增持
DDOG
Datadog
-$340.5M
12,274,655
+13%
增持
PAYC
Paycom Software
+$330.1M
1,584,493
+1918%
增持
SQM
SQM ADR
+$322.8M
9,371,786
+588%
建仓
CRM
Salesforce.com
+$321.5M
1,197,896
减持
WDAY
Workday Inc
-$320.8M
5,623,652
-11%
减持
ONC
BeOne Medicines Ltd
+$310.1M
3,630,710
-1%
增持
SQ
Block Inc
-$267.1M
12,553,165
+12%
减持
NFLX
Netflix Inc
-$226.9M
4,034,633
-10%
建仓
ON
On Semiconductor Corp
+$219.0M
5,382,186
减持
BNTX
BioNTech ADR
-$193.7M
8,159,682
-1%
减持
—
Elastic
-$180.4M
7,843,557
-12%
减持
DXCM
Dexcom Inc
-$168.1M
14,179,830
-3%
建仓
UBER
Uber Technologies
+$167.5M
2,299,369
减持
ILMN
Illumina
-$164.4M
3,010,792
-0%
减持
AFRM
Affirm Holdings Inc Class A
-$164.3M
9,003,471
-4%
减持
ALB
Albemarle Corp
-$155.1M
397,700
-81%
减持
GOOG
Alphabet Inc Class C
-$146.7M
3,105,472
-6%
建仓
WSC
WillScot Hdgs
+$145.4M
5,229,918
减持
CX
Cemex ADR
-$144.3M
6,150,122
-81%
减持
RYAAY
Ryanair ADR
-$141.1M
19,048,110
-12%
减持
CPNG
Coupang
-$134.8M
155,258,559
-4%
增持
TEAM
Atlassian Corp Plc
-$131.4M
8,694,755
+7%
减持
JOBY
Joby Aviation Inc
-$123.1M
53,877,308
-2%
减持
DUOL
Duolingo Inc
-$119.0M
2,477,752
-10%
减持
FIX
Comfort Systems USA
-$113.0M
445,915
-26%
增持
ENPH
Enphase Energy Inc
+$110.8M
11,052,357
+32%
减持
CBRE
Cbre Group Inc
-$107.2M
3,074,246
-21%
减持
AJG
AJ Gallagher & Co
-$104.5M
1,036,663
-36%
增持
CSGP
CoStar Group
+$102.0M
8,436,199
+7%
减持
AVAV
AeroVironment
-$92.6M
1,980,150
-7%
增持
—
MakeMyTrip
+$91.6M
5,155,202
+40%
减持
MBLY
Mobileye Global Inc.
-$90.2M
13,783,833
-5%
减持
BROS
Dutch Bros
-$86.8M
3,800,684
-38%
减持
DNLI
Denali Therapeutics
-$86.6M
12,090,040
-2%
增持
IOT
Samsara
-$86.5M
35,277,488
+7%
减持
W
Wayfair Inc Class A
-$84.7M
5,907,930
-4%
减持
ELV
Elevance Health Inc
+$84.1M
2,303,038
-7%
建仓
RDDT
Reddit
+$78.7M
750,000
减持
MELI
MercadoLibre
+$77.2M
3,784,477
-12%
减持
—
Spotify Technology SA
+$75.3M
10,838,982
-18%
清仓
UPS
United Parcel Service
-$74.9M
0
-100%
增持
APP
AppLovin
+$73.8M
5,270,355
+29%
建仓
BZ
Kanzhun ADR
+$71.1M
3,709,515
增持
SG
Sweetgreen
-$70.0M
11,707,090
+3%
减持
ADSK
Autodesk
-$69.3M
778,173
-16%
减持
—
Norwegian Cruise Line Holdings
-$66.0M
7,372,932
-8%
减持
TFII
TFI International Inc
-$66.0M
1,066,750
-3%
增持
kspi us equity
Kaspi.kz ADR
+$63.0M
5,260,033
+17%
减持
—
Eaton
-$61.9M
746,590
-6%
减持
META
Meta Platforms Inc
-$59.3M
5,872,957
-0%
减持
SCI
Service Corp.Intl.
-$58.8M
10,235,684
-7%
减持
YETI
YETI Holdings
-$57.6M
7,232,651
-6%
减持
—
Royalty Pharma
+$56.6M
13,402,284
-5%
减持
AZO
AutoZone
+$55.9M
151,612
-7%
减持
RIVN
Rivian Automotive Inc
-$55.4M
48,542,887
-2%
减持
TXN
Texas Instruments
-$52.9M
2,393,554
-7%
减持
SITE
SiteOne Landscape Supply
-$52.9M
1,343,678
-18%
减持
TME
Tencent Music Entertainment ADR
+$52.9M
20,176,398
-4%
减持
SYM
Symbotic
-$52.7M
13,706,465
-1%
减持
MA
Mastercard Inc-Class A
-$52.4M
1,631,605
-9%
减持
GH
Guardant Health
+$49.1M
5,061,011
-7%
减持
—
SharkNinja
-$48.9M
2,250,868
-7%
减持
INSP
Inspire Medical Systems
-$48.1M
1,159,754
-8%
减持
FMX
Fomento Economico Mexicano Sab ADR
+$46.7M
4,268,594
-1%
减持
FND
Floor & Decor Holdings
-$44.9M
1,720,794
-6%
减持
BLDR
Builders Firstsource
-$42.7M
1,560,975
-6%
增持
BN
Brookfield Corp
+$41.3M
4,816,082
+31%
减持
SPT
Sprout Social
-$40.8M
3,023,523
-13%
减持
ENTG
Entegris Inc
-$39.4M
2,114,909
-7%
减持
RXRX
Recursion Pharmaceuticals Inc
-$39.0M
24,393,015
-2%
减持
NEOG
Neogen Corp
-$38.9M
9,158,876
-6%
减持
XYL
Xylem
-$38.5M
1,269,337
-23%
减持
WMS
Advanced Drainage Systems
-$37.8M
2,492,319
-7%
减持
ALNY
Alnylam Pharmaceuticals
+$36.9M
3,657,607
-9%
减持
RELY
Remitly Global Inc
-$36.1M
8,450,654
-10%
减持
GOOGL
Alphabet Inc Class A
-$34.6M
795,825
-4%
增持
DKNG
DraftKings Inc
+$31.9M
8,390,236
+26%
减持
AAPL
Apple
-$31.1M
785,534
-4%
减持
DASH
Doordash Inc
-$30.4M
11,950,266
-9%
增持
TSM
TSMC ADR
+$30.0M
2,495,073
+28%
减持
MCO
Moody's Corp
-$29.7M
758,516
-6%
减持
ECL
Ecolab
-$29.5M
762,060
-20%
减持
PBR
Petrobras Common ADR
+$29.3M
51,748,747
-7%
减持
BC
Brunswick Corp
-$29.2M
1,921,588
-6%
增持
CME
CME Group Inc
+$28.4M
454,643
+15%
清仓
STAA
Staar Surgical
-$28.0M
0
-100%
减持
TMO
Thermo Fisher Scientific
-$26.9M
509,377
-5%
减持
AXON
Axon Enterprise Inc
-$25.7M
144,104
-16%
减持
YMM
Full Truck Alliance Co Ltd ADR
+$25.3M
14,729,137
-2%
减持
DOCS
Doximity Inc
-$24.7M
4,123,174
-17%
减持
LMND
Lemonade Inc
-$24.6M
3,167,845
-6%
减持
PODD
Insulet
-$23.9M
2,250,755
-4%
减持
COUR
Coursera Inc
-$22.4M
7,965,247
-10%
减持
EXAS
Exact Sciences
-$20.9M
832,568
-18%
减持
ROKU
Roku
-$20.7M
2,489,007
-6%
减持
MKTX
MarketAxess Holdings
-$20.7M
221,240
-27%
减持
SPGI
S&P Global Inc
-$20.3M
796,189
-7%
建仓
AMPL
Amplitude
+$20.3M
1,991,397
减持
RBLX
Roblox
-$20.2M
27,478,545
-2%
增持
—
Oddity
+$19.8M
6,255,326
+5%
减持
AEHR
Aehr Test Systems
-$19.0M
2,003,067
-1%
减持
WRBY
Warby Parker Inc
-$18.7M
1,827,764
-15%
减持
AUR
Aurora Innovation Class A Common
+$18.5M
78,635,013
-3%
建仓
PRCT
PROCEPT BioRobotics
+$18.3M
313,884
增持
INTU
Intuit
+$17.9M
129,759
+32%
减持
Z
Zillow Group Inc Class C
-$17.8M
807,329
-18%
增持
NYT
New York Times Co
+$17.7M
3,018,477
+19%
减持
UPWK
Upwork Inc
-$16.4M
2,250,827
-20%
减持
JMIA
Jumia Technologies Ag ADR
-$15.0M
8,629,656
-2%
减持
—
Novocure Ltd
-$14.3M
1,136,980
-2%
减持
CRL
Charles River Laboratories International
-$13.9M
49
-100%
减持
DNA
Ginkgo Bioworks Holdings Inc
-$13.9M
3,350,891
-0%
减持
AMSC
American Superconductor Corp
-$13.1M
1,518,890
-8%
减持
UNH
UnitedHealth
-$12.9M
707,792
-7%
减持
TNDM
Tandem Diabetes Care
-$12.8M
732,574
-2%
减持
—
Digimarc
-$12.3M
476,543
-3%
增持
XMTR
Xometry Inc - A
-$12.1M
728,281
+3%
减持
SKYT
SkyWater Technology
-$11.4M
1,627,329
-2%
减持
INFY
Infosys Ltd ADR
-$11.1M
2,886,016
-1%
建仓
CDNS
Cadence Design Systems
+$10.9M
42,817
减持
ABCL
Abcellera Biologics Inc
-$10.9M
11,195,832
-9%
减持
PEN
Penumbra Inc
+$10.8M
688,995
-6%
增持
SBUX
Starbucks Corp
+$10.7M
796,031
+8%
增持
SNOW
Snowflake Inc
+$10.3M
2,928,696
+8%
减持
EW
Edwards Lifesciences Corp
-$10.2M
581,441
-18%
增持
ITUB
Itau Unibanco Holding SA-ADR
+$10.2M
10,215,409
+10%
增持
—
Confluent Inc.
+$10.1M
969,306
+115%
清仓
ABNB
Airbnb Inc
-$10.1M
0
-100%
减持
BCH
Banco De Chile ADR
+$10.1M
3,152,335
-3%
建仓
SNPS
Synopsys
+$9.9M
23,177
减持
WAB
Wabtec
-$9.5M
107,472
-30%
