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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 34
减持 95
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
SE
Sea Ltd ADR
-$2.22B
38,758,791
-3%
减持
RBLX
Roblox
-$1.48B
21,543,528
-8%
减持
CPNG
Coupang
-$1.40B
146,122,094
-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。
减持
NET
Cloudflare Inc
-$1.37B
16,823,947
-23%
减持
—
Spotify Technology SA
-$1.23B
8,331,104
-4%
减持
DDOG
Datadog
-$1.09B
3,961,509
-65%
减持
META
Meta Platforms Inc
-$981.1M
4,399,233
-17%
增持
NFLX
Netflix Inc
-$911.4M
36,940,035
+912%
增持
AXON
Axon Enterprise Inc
+$842.1M
1,642,578
+1199%
增持
MELI
MercadoLibre
-$739.9M
3,481,563
+5%
减持
PDD
PDD Holdings Inc
-$684.1M
31,032,323
-2%
增持
RKLB
Rocket Lab Corp
+$664.4M
17,851,446
+47%
减持
BNTX
BioNTech ADR
-$658.6M
1,244,867
-84%
减持
TTD
The Trade Desk
-$580.2M
22,305,995
-23%
减持
NVDA
NVIDIA
-$503.8M
43,867,705
-6%
增持
GOOG
Alphabet Inc Class C
+$469.1M
3,750,936
+29%
减持
—
Ferrari NV
-$450.4M
3,890,014
-1%
减持
DASH
Doordash Inc
-$444.0M
7,970,062
-4%
建仓
MDLN
Medline Inc
+$437.2M
10,410,371
减持
ELF
e.l.f. Beauty
-$427.9M
7,177,659
-2%
增持
GOOGL
Alphabet Inc Class A
+$423.1M
1,907,296
+167%
减持
MSFT
Microsoft
-$354.0M
5,544,839
-5%
减持
APP
AppLovin
-$333.0M
6,166,349
-1%
减持
AZO
AutoZone
-$325.3M
86,142
-40%
增持
ENSG
The Ensign Group
+$309.0M
4,569,254
+62%
增持
QXO
QXO
+$282.5M
14,735,164
+16118%
减持
ISRG
Intuitive Surgical
+$281.0M
2,551,357
-2%
增持
NU
Nu Holdings Ltd.
+$280.6M
257,256,952
+2%
减持
AVAV
AeroVironment
-$276.3M
1,179,811
-34%
减持
TEM
Tempus Ai Inc
-$266.1M
8,741,442
-10%
清仓
PINS
Pinterest
-$250.9M
0
-100%
减持
SHOP
Shopify Inc
-$244.0M
31,206,232
-12%
减持
ALNY
Alnylam Pharmaceuticals
-$237.7M
2,600,979
-7%
清仓
CHWY
Chewy Inc
-$223.2M
0
-100%
减持
—
Wix Com
-$217.2M
2,854,611
-1%
增持
TMO
Thermo Fisher Scientific
+$208.4M
770,868
+57%
减持
RIVN
Rivian Automotive Inc
+$203.2M
43,781,355
-3%
减持
SQ
Block Inc
-$199.5M
9,875,845
-15%
减持
GH
Guardant Health
+$179.1M
4,890,026
-5%
清仓
BLDR
Builders Firstsource
-$178.2M
0
-100%
增持
CSGP
CoStar Group
+$174.3M
12,933,185
+57%
减持
AMZN
Amazon.Com
-$168.3M
29,387,070
-7%
减持
JOBY
Joby Aviation Inc
-$159.5M
49,570,755
-2%
建仓
UTHR
United Therapeutics
+$157.4M
323,016
增持
IOT
Samsara
+$145.5M
47,660,513
+15%
减持
TSLA
Tesla Inc
-$133.2M
1,342,801
-19%
减持
AUR
Aurora Innovation Class A Common
-$120.8M
74,584,590
-1%
减持
DOCS
Doximity Inc
-$117.3M
3,711,340
-4%
建仓
MDB
MongoDB Inc
+$112.2M
267,331
增持
DG
Dollar General Corp
+$104.7M
3,316,155
+2%
建仓
BLLN
BillionToOne Inc
+$103.8M
1,268,163
减持
PAYC
Paycom Software
-$94.5M
1,638,894
-4%
增持
MSCI
MSCI
+$93.5M
846,844
+22%
减持
SCI
Service Corp.Intl.
-$92.0M
9,161,409
-5%
增持
—
Oddity
-$90.5M
7,122,641
+18%
增持
YETI
YETI Holdings
+$87.5M
3,945,196
+51%
减持
UBER
Uber Technologies
-$85.7M
3,961,818
-5%
减持
FIX
Comfort Systems USA
-$84.2M
274,742
-33%
清仓
INSP
Inspire Medical Systems
-$80.5M
0
-100%
减持
MBLY
Mobileye Global Inc.
-$75.7M
7,371,722
-32%
增持
TME
Tencent Music Entertainment ADR
-$75.0M
13,042,381
+0%
减持
WSO
Watsco Inc
-$72.5M
917,492
-3%
增持
TEAM
Atlassian Corp Plc
+$71.1M
8,431,802
+4%
减持
PODD
Insulet
-$63.5M
2,048,369
-2%
增持
FIG
Figma Inc
+$61.1M
5,763,613
+94%
减持
AJG
AJ Gallagher & Co
-$57.6M
865,260
-5%
增持
DUOL
Duolingo Inc
-$56.9M
4,861,445
+72%
减持
SYM
Symbotic
+$56.6M
12,441,000
-2%
减持
PBR
Petrobras Common ADR
-$56.4M
29,523,522
-8%
减持
—
Grab Holdings
-$56.1M
46,212,934
-3%
减持
PONY
Pony AI ADR
-$53.9M
6,301,650
-2%
减持
WDAY
Workday Inc
-$53.4M
1,464,991
-4%
减持
ILMN
Illumina
+$53.2M
1,626,776
-4%
清仓
ABCL
Abcellera Biologics Inc
-$52.4M
0
-100%
减持
MA
Mastercard Inc-Class A
-$51.3M
1,464,206
-6%
减持
EPAM
Epam Systems Inc
+$49.3M
1,193,056
-8%
增持
—
MakeMyTrip
-$48.4M
5,155,036
+2%
减持
SQM
SQM ADR
+$48.0M
6,233,717
-30%
减持
—
Eaton
-$46.6M
673,840
-3%
减持
LMND
Lemonade Inc
+$46.5M
2,866,446
-3%
减持
—
FTAI Aviation
+$45.0M
2,286,363
-6%
减持
—
Royalty Pharma
+$44.3M
17,008,768
-2%
减持
FAST
Fastenal
-$42.6M
1,908,484
-22%
减持
MRNA
Moderna Inc
+$42.6M
20,580,514
-6%
减持
PEN
Penumbra Inc
+$42.3M
876,325
-4%
增持
BABA
Alibaba Group Holding Sponsored ADR
+$42.1M
740,365
+99%
清仓
EXAS
Exact Sciences
-$41.8M
0
-100%
减持
TXN
Texas Instruments
-$41.8M
2,177,897
-5%
增持
AMSC
American Superconductor Corp
-$41.4M
1,506,841
+6%
增持
JKHY
Jack Henry & Associates
+$40.5M
496,603
+48%
减持
SVV
Savers Value Village
-$40.2M
8,895,847
-4%
减持
CGNX
Cognex Corp
-$39.4M
173,538
-83%
减持
DXCM
Dexcom Inc
-$36.5M
15,552,587
-2%
清仓
—
CyberArk Software Ltd
-$35.6M
0
-100%
增持
—
Accenture 'A'
+$35.4M
342,567
+49%
建仓
SVM
Silvercorp Metals Inc
+$35.2M
4,221,271
增持
DNLI
Denali Therapeutics
+$34.9M
12,310,889
+6%
建仓
UPST
Upstart Holdings
+$33.2M
758,929
增持
BBD
Banco Bradesco Pn ADR
+$32.9M
38,275,506
+37%
增持
RELY
Remitly Global Inc
+$32.6M
11,658,558
+48%
减持
MLM
Martin Marietta Materials
-$31.8M
1,159,375
-3%
减持
W
Wayfair Inc Class A
+$31.2M
4,002,104
-4%
减持
TSM
TSMC ADR
-$30.7M
1,336,491
-15%
减持
DKNG
DraftKings Inc
-$30.6M
7,454,948
-3%
减持
SNOW
Snowflake Inc
-$30.4M
2,735,752
-2%
增持
—
monday.com
-$30.4M
723,655
+2%
减持
RDDT
Reddit
-$29.8M
5,980,918
-2%
减持
NYT
New York Times Co
+$29.4M
3,025,119
-4%
减持
MKL
Markel Corp
+$28.8M
188,437
-4%
减持
MP
MP Materials
-$27.8M
717,292
-25%
减持
DNA
Ginkgo Bioworks Holdings Inc
-$27.3M
2,391,649
-26%
减持
kspi us equity
Kaspi.kz ADR
-$25.8M
4,673,083
-2%
减持
FND
Floor & Decor Holdings
-$24.9M
1,587,372
-4%
减持
ARM
Arm Hdgs ADR
-$23.7M
612,528
-4%
减持
AFRM
Affirm Holdings Inc Class A
-$22.7M
5,482,943
-7%
清仓
VECO
Veeco Instruments
-$22.6M
0
-100%
减持
HDB
HDFC Bank ADR
-$22.5M
5,746,819
-16%
减持
ADSK
Autodesk
-$21.7M
706,289
-3%
减持
MKTX
MarketAxess Holdings
-$21.5M
39,115
-76%
增持
COUR
Coursera Inc
+$20.7M
14,590,942
+97%
减持
ALB
Albemarle Corp
+$20.6M
352,618
-2%
减持
AEHR
Aehr Test Systems
-$20.0M
1,290,734
-16%
减持
RXRX
Recursion Pharmaceuticals Inc
-$19.8M
23,774,972
-1%
减持
KNF
Knife River
-$19.3M
2,128,401
-3%
建仓
ZTS
Zoetis Inc
+$19.0M
150,845
清仓
—
Confluent Inc.
-$18.8M
0
-100%
建仓
PI
Impinj
+$17.9M
102,753
增持
TFII
TFI International Inc
+$16.9M
1,029,871
+1%
减持
FMX
Fomento Economico Mexicano Sab ADR
-$16.8M
3,496,366
-7%
减持
LINE
Lineage Inc
-$16.6M
2,786,283
-6%
减持
SG
Sweetgreen
-$16.2M
10,666,540
-4%
减持
CRM
Salesforce.com
+$16.0M
1,062,815
-5%
建仓
RVMD
Revolution Medicines
+$15.5M
194,959
减持
BROS
Dutch Bros
+$14.7M
3,230,676
-8%
清仓
TJX
TJX Companies
-$14.6M
0
-100%
减持
CBRE
Cbre Group Inc
-$14.0M
2,687,007
-5%
减持
WSC
WillScot Hdgs
-$13.8M
4,711,287
-3%
减持
LU
Lufax Holding Ltd
-$13.8M
7,942,847
-6%
减持
SANA
Sana Biotechnology Inc
-$13.7M
6,609,065
-42%
减持
ECL
Ecolab
-$13.5M
691,003
-3%
建仓
ODFL
Old Dominion Freight Line
+$13.3M
84,962
建仓
BRO
Brown & Brown
+$13.2M
166,161
减持
PG
Procter & Gamble
-$12.7M
896,945
-2%
减持
—
SharkNinja
+$12.0M
1,988,633
-3%
增持
TNDM
Tandem Diabetes Care
+$11.6M
1,145,516
+2%
减持
ADI
Analog Devices
+$11.5M
568,465
-2%
减持
ENPH
Enphase Energy Inc
-$11.4M
2,587,853
-3%
增持
BSY
Bentley Systems
+$11.4M
298,295
+54633%
减持
CP
Canadian Pacific Kansas City Ltd
-$10.9M
305,553
-32%
增持
COIN
Coinbase Global Inc
-$10.8M
829,081
+41%
