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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 13
增持 29
减持 97
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA
+$2.67B
49,063,121
+5%
减持
NET
Cloudflare Inc
+$1.91B
25,525,131
-7%
减持
MELI
MercadoLibre
+$1.78B
3,505,672
-7%
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
SE
Sea Ltd ADR
+$1.50B
41,623,294
+5%
减持
NFLX
Netflix Inc
+$1.46B
3,903,505
-3%
减持
—
Spotify Technology SA
+$1.43B
9,628,910
-11%
增持
CPNG
Coupang
+$1.42B
160,899,909
+4%
减持
RBLX
Roblox
+$1.17B
26,378,405
-4%
减持
PDD
PDD Holdings Inc
-$1.14B
34,372,712
-14%
清仓
ONC
BeOne Medicines Ltd
-$988.2M
0
-100%
减持
SHOP
Shopify Inc
-$981.0M
37,748,072
-32%
减持
WDAY
Workday Inc
-$927.7M
1,606,807
-71%
增持
RDDT
Reddit
+$897.4M
6,482,328
+764%
减持
NU
Nu Holdings Ltd.
+$865.4M
260,981,788
-2%
增持
APP
AppLovin
+$844.1M
6,400,229
+21%
建仓
TEM
Tempus Ai Inc
+$768.5M
12,094,029
清仓
—
Elastic
-$698.9M
0
-100%
减持
AMZN
Amazon.Com
+$677.4M
33,294,360
-4%
减持
META
Meta Platforms Inc
+$640.0M
5,453,213
-7%
减持
TTD
The Trade Desk
+$491.3M
30,702,638
-2%
增持
DXCM
Dexcom Inc
+$489.9M
16,705,195
+18%
减持
ELF
e.l.f. Beauty
+$468.5M
7,770,771
-2%
增持
IOT
Samsara
+$393.9M
43,893,738
+24%
减持
DDOG
Datadog
+$388.5M
11,957,462
-3%
建仓
DG
Dollar General Corp
+$383.8M
3,355,848
减持
MSFT
Microsoft
+$363.1M
6,029,276
-14%
减持
ENPH
Enphase Energy Inc
-$329.8M
8,977,315
-19%
减持
AVAV
AeroVironment
+$316.4M
1,938,698
-2%
建仓
—
FTAI Aviation
+$295.6M
2,569,289
减持
SYM
Symbotic
+$245.1M
13,440,113
-2%
减持
PBR
Petrobras Common ADR
-$236.7M
40,397,064
-22%
减持
JOBY
Joby Aviation Inc
+$233.0M
52,824,729
-2%
增持
—
Royalty Pharma
+$232.1M
18,020,455
+34%
增持
UBER
Uber Technologies
+$231.7M
4,278,756
+86%
减持
SNOW
Snowflake Inc
+$209.3M
2,848,124
-3%
建仓
MSCI
MSCI
+$207.9M
360,514
减持
—
Oddity
+$191.1M
6,117,671
-2%
建仓
EPAM
Epam Systems Inc
+$189.6M
1,072,313
清仓
ROKU
Roku
-$175.3M
0
-100%
清仓
SITE
SiteOne Landscape Supply
-$163.2M
0
-100%
增持
MEDP
Medpace Holdings
+$162.6M
522,293
+12041%
建仓
RKLB
Rocket Lab Corp
+$157.1M
4,391,122
减持
UNH
UnitedHealth
-$154.9M
691,852
-2%
减持
YETI
YETI Holdings
-$154.6M
2,690,733
-63%
减持
XYL
Xylem
-$151.4M
1,826
-100%
清仓
—
Norwegian Cruise Line Holdings
-$139.8M
0
-100%
减持
SQ
Block Inc
+$134.0M
12,012,644
-4%
减持
DUOL
Duolingo Inc
+$132.1M
2,198,891
-11%
减持
ELV
Elevance Health Inc
-$131.6M
2,237,022
-3%
减持
AUR
Aurora Innovation Class A Common
-$127.4M
76,600,315
-3%
减持
ISRG
Intuitive Surgical
+$120.2M
3,114,665
-2%
减持
—
Ferrari NV
+$120.1M
4,256,100
-8%
减持
AFRM
Affirm Holdings Inc Class A
+$113.9M
7,532,410
-16%
减持
TEAM
Atlassian Corp Plc
-$113.3M
8,527,513
-2%
减持
BNTX
BioNTech ADR
+$112.9M
8,038,872
-1%
减持
RYAAY
Ryanair ADR
+$105.3M
15,820,053
-17%
减持
W
Wayfair Inc Class A
+$100.4M
5,664,163
-4%
增持
SG
Sweetgreen
-$99.5M
12,997,690
+11%
增持
ENSG
The Ensign Group
+$99.2M
1,436,574
+52%
减持
TSM
TSMC ADR
+$98.9M
2,265,239
-9%
减持
MRNA
Moderna Inc
-$97.7M
22,094,124
-11%
建仓
PONY
Pony AI ADR
+$94.2M
7,137,437
减持
FIX
Comfort Systems USA
+$88.2M
432,542
-3%
减持
WSO
Watsco Inc
-$86.8M
976,344
-4%
减持
TSLA
Tesla Inc
+$83.4M
1,700,116
-4%
减持
PODD
Insulet
+$79.7M
2,135,068
-5%
清仓
NEOG
Neogen Corp
-$79.4M
0
-100%
减持
MLM
Martin Marietta Materials
+$75.6M
1,230,943
-2%
增持
FAST
Fastenal
-$73.1M
2,775,081
+13%
减持
ILMN
Illumina
-$72.8M
1,741,153
-42%
建仓
—
Accenture 'A'
+$70.1M
234,565
增持
DE
Deere & Co
+$67.5M
553,898
+21%
增持
—
Credicorp
+$64.8M
1,636,721
+1%
建仓
JKHY
Jack Henry & Associates
+$62.4M
346,095
减持
DKNG
DraftKings Inc
+$61.5M
7,931,263
-5%
减持
kspi us equity
Kaspi.kz ADR
-$61.3M
5,031,214
-4%
减持
ON
On Semiconductor Corp
+$60.6M
5,335,777
-1%
减持
AJG
AJ Gallagher & Co
-$56.8M
940,528
-9%
减持
—
Eaton
+$55.9M
725,199
-3%
减持
SPT
Sprout Social
-$55.5M
526,655
-83%
增持
—
MakeMyTrip
+$55.1M
5,716,130
+11%
减持
TXN
Texas Instruments
+$54.8M
2,335,618
-2%
减持
—
Wix Com
-$54.4M
2,983,935
-8%
增持
SVV
Savers Value Village
+$52.7M
9,572,853
+47%
增持
PEN
Penumbra Inc
+$52.4M
922,127
+34%
减持
RIVN
Rivian Automotive Inc
+$49.5M
47,584,480
-2%
减持
TMO
Thermo Fisher Scientific
-$48.8M
504,676
-1%
减持
CHWY
Chewy Inc
+$48.4M
5,696,990
-5%
减持
SQM
SQM ADR
-$46.8M
9,230,909
-2%
减持
—
Fabrinet
+$46.3M
589,171
-9%
减持
MBLY
Mobileye Global Inc.
+$45.0M
13,537,373
-2%
增持
LINE
Lineage Inc
-$44.6M
2,955,958
+0%
减持
—
Copa Holdings S A
+$43.0M
2,903,095
-3%
减持
BN
Brookfield Corp
+$42.3M
4,764,393
-1%
减持
GOOG
Alphabet Inc Class C
+$41.6M
2,969,828
-4%
减持
INSP
Inspire Medical Systems
-$40.2M
1,113,888
-4%
减持
TME
Tencent Music Entertainment ADR
+$36.9M
16,813,324
-17%
减持
LMND
Lemonade Inc
+$36.7M
3,110,282
-2%
减持
GH
Guardant Health
+$34.7M
4,809,786
-5%
清仓
CX
Cemex ADR
-$34.5M
0
-100%
建仓
CRCL
Circle Internet Group
+$34.3M
189,085
增持
PRCT
PROCEPT BioRobotics
+$32.2M
876,363
+179%
减持
DASH
Doordash Inc
+$31.7M
8,988,826
-25%
增持
NYT
New York Times Co
+$30.8M
3,225,252
+7%
减持
AXON
Axon Enterprise Inc
+$30.4M
128,250
-11%
增持
INTU
Intuit
+$30.2M
139,505
+8%
增持
VRTX
Vertex Pharmaceuticals Inc
+$29.4M
212,479
+58%
减持
AZO
AutoZone
-$28.2M
148,109
-2%
减持
HDB
HDFC Bank ADR
+$28.1M
3,453,709
-3%
增持
BCH
Banco De Chile ADR
+$27.5M
3,649,920
+16%
减持
PINS
Pinterest
+$26.6M
8,009,740
-5%
减持
AAPL
Apple
-$26.4M
721,726
-8%
减持
ADSK
Autodesk
+$25.9M
741,833
-5%
减持
AMSC
American Superconductor Corp
+$25.7M
1,452,679
-4%
增持
XMTR
Xometry Inc - A
+$25.7M
1,296,313
+78%
减持
—
SharkNinja
+$25.4M
2,153,588
-4%
减持
RELY
Remitly Global Inc
-$25.0M
8,033,147
-5%
建仓
CHYM
Chime Financial Inc
+$23.4M
678,717
减持
BBD
Banco Bradesco Pn ADR
+$21.9M
28,652,167
-4%
减持
FMX
Fomento Economico Mexicano Sab ADR
+$21.9M
4,257,335
-0%
增持
TTEK
Tetra Tech
+$21.1M
587,870
+63454%
建仓
ALAB
Astera Labs
+$21.1M
233,227
减持
—
monday.com
+$20.9M
299,430
-1%
建仓
—
Kornit Digital
+$19.3M
970,890
减持
ENTG
Entegris Inc
-$19.0M
2,058,007
-3%
增持
PAYX
Paychex
+$18.6M
318,223
+77%
清仓
JMIA
Jumia Technologies Ag ADR
-$18.6M
0
-100%
减持
ADI
Analog Devices
+$18.3M
571,160
-2%
增持
CSGP
CoStar Group
+$18.2M
8,540,369
+1%
减持
BEKE
KE Holdings ADR
-$17.9M
423,790
-67%
减持
CBRE
Cbre Group Inc
+$17.9M
2,997,219
-3%
增持
TMDX
TransMedics Group
+$17.8M
262,961
+1%
减持
DNA
Ginkgo Bioworks Holdings Inc
+$17.8M
3,276,051
-2%
清仓
ERII
Energy Recovery
-$17.5M
0
-100%
减持
BLDR
Builders Firstsource
-$17.2M
1,524,282
-2%
减持
YMM
Full Truck Alliance Co Ltd ADR
-$17.0M
14,486,413
-2%
清仓
ARCC
Ares Capital Corp
-$16.7M
0
-100%
清仓
BXSL
Blackstone Secured Lending Fund
-$16.3M
0
-100%
减持
MCO
Moody's Corp
+$16.3M
736,778
-3%
减持
PEP
Pepsico
-$15.4M
684,006
-3%
减持
PG
Procter & Gamble
-$14.8M
945,395
-3%
减持
BZ
Kanzhun ADR
-$14.3M
3,185,137
-14%
减持
—
Grab Holdings
+$13.6M
48,131,916
-5%
减持
COUR
Coursera Inc
+$13.3M
7,577,646
-5%
减持
PBR/A
Petrobras Pref ADR
-$13.3M
6,530,941
-4%
减持
ES
Eversource Energy
-$13.3M
199,110
-52%
减持
WMS
Advanced Drainage Systems
+$13.2M
2,472,510
-1%
减持
BROS
Dutch Bros
+$13.0M
3,621,656
-5%
减持
ITUB
Itau Unibanco Holding SA-ADR
+$12.7M
10,148,531
-1%
减持
GOOGL
Alphabet Inc Class A
+$12.7M
770,160
-3%
