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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 12
增持 17
减持 113
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
APP
AppLovin
+$2.25B
6,245,960
-2%
减持
MELI
MercadoLibre
-$1.41B
3,317,443
-5%
减持
—
Spotify Technology SA
-$1.32B
8,695,348
-10%
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
NVDA
NVIDIA
+$933.7M
46,549,296
-5%
减持
SHOP
Shopify Inc
+$913.1M
35,443,787
-6%
减持
NFLX
Netflix Inc
-$852.4M
3,649,047
-7%
减持
TTD
The Trade Desk
-$783.4M
29,115,119
-5%
减持
PDD
PDD Holdings Inc
+$605.4M
31,799,003
-7%
减持
ISRG
Intuitive Surgical
-$528.6M
2,602,598
-16%
减持
SE
Sea Ltd ADR
+$508.1M
40,090,290
-4%
减持
RBLX
Roblox
+$452.0M
23,296,603
-12%
减持
NU
Nu Holdings Ltd.
+$445.2M
251,459,587
-4%
减持
TEAM
Atlassian Corp Plc
-$435.8M
8,115,526
-5%
减持
RDDT
Reddit
+$428.5M
6,107,185
-6%
增持
RKLB
Rocket Lab Corp
+$423.9M
12,125,910
+176%
减持
DXCM
Dexcom Inc
-$389.5M
15,882,168
-5%
减持
AMZN
Amazon.Com
-$353.1M
31,659,114
-5%
减持
NET
Cloudflare Inc
-$310.1M
21,848,740
-14%
减持
ALNY
Alnylam Pharmaceuticals
+$283.3M
2,789,356
-8%
增持
ENSG
The Ensign Group
+$265.4M
2,818,609
+96%
减持
ENPH
Enphase Energy Inc
-$261.6M
2,664,893
-70%
减持
JOBY
Joby Aviation Inc
+$256.5M
50,420,953
-5%
减持
IOT
Samsara
-$202.0M
41,451,960
-6%
减持
UNH
UnitedHealth
-$199.0M
48,645
-93%
建仓
COIN
Coinbase Global Inc
+$198.2M
587,422
减持
TSLA
Tesla Inc
+$197.1M
1,657,487
-3%
增持
MSCI
MSCI
+$184.5M
691,554
+92%
减持
GOOG
Alphabet Inc Class C
+$181.2M
2,906,948
-2%
减持
—
Ferrari NV
-$172.5M
3,941,830
-7%
清仓
YMM
Full Truck Alliance Co Ltd ADR
-$171.1M
0
-100%
减持
ELV
Elevance Health Inc
-$169.9M
2,166,914
-3%
建仓
KNF
Knife River
+$169.0M
2,198,771
清仓
ENTG
Entegris Inc
-$166.0M
0
-100%
减持
SYM
Symbotic
+$161.5M
12,683,739
-6%
建仓
FIG
Figma Inc
+$154.2M
2,973,627
增持
BZ
Kanzhun ADR
+$143.2M
8,564,702
+169%
减持
META
Meta Platforms Inc
-$139.9M
5,290,228
-3%
增持
MEDP
Medpace Holdings
+$136.8M
584,796
+12%
减持
—
FTAI Aviation
+$109.5M
2,427,732
-6%
减持
FIX
Comfort Systems USA
+$108.7M
412,784
-5%
减持
SG
Sweetgreen
-$105.1M
11,060,194
-15%
建仓
HTFL
HeartFlow
+$101.2M
3,005,998
减持
RYAAY
Ryanair ADR
-$100.2M
13,485,567
-15%
减持
PBR
Petrobras Common ADR
-$99.1M
32,087,693
-21%
减持
MBLY
Mobileye Global Inc.
-$90.8M
10,809,362
-20%
建仓
ARM
Arm Hdgs ADR
+$90.7M
640,877
减持
AFRM
Affirm Holdings Inc Class A
-$90.0M
5,895,362
-22%
减持
—
MakeMyTrip
-$88.5M
5,040,061
-12%
减持
—
Oddity
-$85.1M
6,045,720
-1%
减持
BCH
Banco De Chile ADR
-$82.7M
936,039
-74%
减持
W
Wayfair Inc Class A
+$81.0M
4,149,211
-27%
减持
BNTX
BioNTech ADR
-$78.8M
7,879,359
-2%
减持
MLM
Martin Marietta Materials
+$77.9M
1,195,794
-3%
减持
TSM
TSMC ADR
-$76.2M
1,564,060
-31%
增持
GH
Guardant Health
+$70.1M
5,127,692
+7%
减持
FMX
Fomento Economico Mexicano Sab ADR
-$68.3M
3,752,745
-12%
减持
AZO
AutoZone
+$67.7M
143,931
-3%
建仓
BABA
Alibaba Group Holding Sponsored ADR
+$66.4M
371,605
减持
TXN
Texas Instruments
-$65.3M
2,283,802
-2%
减持
BROS
Dutch Bros
-$64.6M
3,497,067
-3%
减持
INSP
Inspire Medical Systems
-$64.1M
1,084,350
-3%
减持
—
Credicorp
+$55.6M
1,582,745
-3%
减持
CP
Canadian Pacific Kansas City Ltd
-$55.5M
448,984
-60%
减持
SQM
SQM ADR
+$55.3M
8,861,882
-4%
减持
DKNG
DraftKings Inc
-$52.6M
7,687,841
-3%
减持
CRM
Salesforce.com
-$51.6M
1,120,363
-4%
减持
PONY
Pony AI ADR
+$51.1M
6,460,363
-9%
减持
WSO
Watsco Inc
-$49.5M
944,086
-3%
减持
DG
Dollar General Corp
-$48.2M
3,247,432
-3%
减持
WMS
Advanced Drainage Systems
+$48.2M
2,395,071
-3%
减持
MRNA
Moderna Inc
-$45.3M
21,846,666
-1%
减持
—
Grab Holdings
+$44.6M
47,625,480
-1%
增持
—
monday.com
+$43.0M
708,278
+137%
减持
—
Wix Com
+$40.9M
2,892,145
-3%
减持
DOCS
Doximity Inc
+$40.3M
3,849,762
-2%
减持
GOOGL
Alphabet Inc Class A
+$38.1M
715,205
-7%
减持
SPGI
S&P Global Inc
-$37.9M
760,240
-2%
减持
WSC
WillScot Hdgs
-$37.5M
4,856,872
-5%
减持
MSFT
Microsoft
+$36.6M
5,860,839
-3%
减持
—
Royalty Pharma
-$36.4M
17,372,502
-4%
减持
PINS
Pinterest
-$36.3M
7,800,244
-3%
减持
kspi us equity
Kaspi.kz ADR
-$36.2M
4,785,985
-5%
增持
BN
Brookfield Corp
+$36.0M
4,822,387
+1%
减持
TMO
Thermo Fisher Scientific
+$33.6M
491,233
-3%
减持
DE
Deere & Co
-$33.5M
542,683
-2%
减持
DASH
Doordash Inc
+$33.2M
8,268,768
-8%
清仓
TRUP
Trupanion
-$33.2M
0
-100%
减持
AAPL
Apple
+$32.9M
710,870
-2%
增持
HDB
HDFC Bank ADR
-$32.3M
6,806,818
+97%
减持
AMSC
American Superconductor Corp
+$31.5M
1,427,332
-2%
减持
PBR/A
Petrobras Pref ADR
-$30.8M
3,773,815
-42%
减持
ON
On Semiconductor Corp
-$29.9M
5,064,602
-5%
减持
IBN
ICICI Bank ADR
-$29.5M
4,884,527
-7%
减持
—
Fabrinet
+$28.1M
553,158
-6%
减持
WRBY
Warby Parker Inc
-$26.9M
456,791
-75%
建仓
—
IREN
+$26.4M
562,993
减持
MKL
Markel Corp
-$26.4M
196,886
-2%
减持
SQ
Block Inc
+$26.3M
11,655,303
-3%
减持
XMTR
Xometry Inc - A
+$26.2M
1,285,250
-1%
减持
CBRE
Cbre Group Inc
+$26.1M
2,831,173
-6%
减持
SVV
Savers Value Village
+$25.7M
9,308,210
-3%
减持
PODD
Insulet
-$25.0M
2,091,698
-2%
减持
TME
Tencent Music Entertainment ADR
-$24.1M
13,007,199
-23%
减持
ALAB
Astera Labs
+$24.1M
230,787
-1%
减持
RELY
Remitly Global Inc
-$22.5M
7,868,348
-2%
减持
CPNG
Coupang
+$21.8M
150,382,707
-7%
减持
LMND
Lemonade Inc
+$21.2M
2,942,056
-5%
减持
AEHR
Aehr Test Systems
+$20.4M
1,530,676
-23%
减持
COUR
Coursera Inc
+$20.4M
7,406,775
-2%
减持
MP
MP Materials
+$20.2M
954,604
-28%
减持
PRCT
PROCEPT BioRobotics
-$19.8M
858,831
-2%
减持
CHWY
Chewy Inc
-$19.6M
5,517,323
-3%
减持
AJG
AJ Gallagher & Co
-$19.6M
908,885
-3%
建仓
KTOS
Kratos Defense & Security
+$19.0M
208,466
减持
DDOG
Datadog
+$19.0M
11,413,479
-5%
建仓
UTI
Universal Technical Institute
+$18.9M
580,673
建仓
ADBE
Adobe Inc.
+$17.8M
50,514
建仓
MSI
Motorola Solutions
+$17.7M
38,760
清仓
OSCR
Oscar Health Inc
-$17.6M
0
-100%
增持
MCO
Moody's Corp
-$17.6M
738,640
+0%
减持
WDAY
Workday Inc
-$17.6M
1,528,946
-5%
增持
NEE
NextEra Energy
+$17.2M
257,658
+706%
清仓
—
Ambarella
-$17.1M
0
-100%
增持
ABCL
Abcellera Biologics Inc
+$16.9M
10,422,966
+1%
清仓
HSY
Hershey Foods Corporation
-$16.8M
0
-100%
减持
AXON
Axon Enterprise Inc
-$15.4M
126,479
-1%
建仓
EQT
Eqt Corp
+$15.0M
275,623
减持
LINE
Lineage Inc
-$14.5M
2,954,241
-0%
增持
INTU
Intuit
-$14.1M
140,224
+1%
减持
TEM
Tempus Ai Inc
+$13.8M
9,692,441
-20%
减持
—
Accenture 'A'
-$13.6M
229,258
-2%
减持
VRTX
Vertex Pharmaceuticals Inc
-$13.5M
207,056
-3%
增持
SANA
Sana Biotechnology Inc
+$13.1M
11,436,503
+14%
减持
MKTX
MarketAxess Holdings
-$13.1M
164,198
-12%
增持
EXC
Exelon Corporation
+$12.7M
366,170
+326%
增持
CNP
Centerpoint Energy, Inc.
+$12.6M
380,327
+554%
增持
SO
Southern
+$12.5M
152,730
+595%
减持
—
CyberArk Software Ltd
-$12.4M
73,731
-37%
减持
JKHY
Jack Henry & Associates
-$12.2M
336,485
-3%
清仓
SPT
Sprout Social
-$11.0M
0
-100%
清仓
BL
Blackline
-$11.0M
0
-100%
减持
DNA
Ginkgo Bioworks Holdings Inc
+$10.3M
3,235,254
-1%
减持
UBER
Uber Technologies
+$10.2M
4,179,231
-2%
减持
BC
Brunswick Corp
+$9.9M
1,809,902
-4%
减持
CRCL
Circle Internet Group
-$9.6M
185,874
-2%
减持
PG
Procter & Gamble
-$9.4M
919,290
-3%
减持
—
Copa Holdings S A
+$9.3M
2,765,296
-5%
减持
BKNG
Booking Holdings Inc
-$9.2M
3,058
-31%
减持
AVAV
AeroVironment
+$9.2M
1,783,679
-8%
减持
CSGP
CoStar Group
+$8.7M
8,241,642
-3%
