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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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 8增持 43减持 92清仓 7

方向

标的

Δ市值

现股数(环比)

增持

SE Sea Ltd ADR

-$1.66B

39,654,072 +2%

减持

SHOP Shopify Inc

-$1.58B

29,021,841 -7%

增持

APP AppLovin

-$1.49B

6,700,132 +9%

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

MELI MercadoLibre

-$1.42B

3,233,259 -7%

减持

NFLX Netflix Inc

-$1.37B

21,805,669 -41%

减持

MSFT Microsoft

-$1.25B

3,878,029 -30%

减持

CPNG Coupang

-$1.17B

120,656,242 -17%

减持

NVDA NVIDIA

-$1.07B

40,748,665 -7%

减持

AMZN Amazon.Com

-$932.4M

28,092,199 -4%

减持

— Spotify Technology SA

-$852.9M

8,218,203 -1%

减持

TTD The Trade Desk

-$843.3M

150,381 -99%

减持

NU Nu Holdings Ltd.

-$763.4M

246,564,454 -4%

减持

DASH Doordash Inc

-$717.7M

7,241,815 -9%

增持

TEAM Atlassian Corp Plc

-$687.1M

9,963,439 +18%

减持

PDD PDD Holdings Inc

-$621.6M

28,353,099 -9%

增持

PBR Petrobras Common ADR

+$572.2M

44,438,548 +51%

减持

META Meta Platforms Inc

-$558.8M

4,098,821 -7%

减持

RBLX Roblox

-$534.0M

21,423,012 -1%

增持

— Credicorp

+$514.6M

2,729,498 +90%

减持

SQ Block Inc

-$482.4M

2,666,255 -73%

清仓

— FTAI Aviation

-$450.1M

0 -100%

减持

MRNA Moderna Inc

+$408.4M

19,985,876 -3%

增持

RDDT Reddit

-$390.7M

7,309,109 +22%

增持

EOG EOG Resources

+$377.9M

2,718,534 +1787%

增持

DUOL Duolingo Inc

-$372.6M

4,875,810 +0%

减持

SPGI S&P Global Inc

-$361.7M

39,807 -95%

减持

ELV Elevance Health Inc

-$350.0M

1,172,808 -41%

增持

CSGP CoStar Group

-$320.6M

13,610,922 +5%

减持

RYAAY Ryanair ADR

-$285.7M

9,225,175 -19%

清仓

CRM Salesforce.com

-$281.6M

0 -100%

增持

PM Philip Morris Intl

+$266.9M

1,644,203 +5249%

增持

ISRG Intuitive Surgical

-$261.4M

2,567,565 +1%

清仓

EPAM Epam Systems Inc

-$244.4M

0 -100%

建仓

FCX Freeport-Mcmoran Copper

+$234.5M

3,989,551

增持

EQT Eqt Corp

+$232.3M

3,931,051 +1077%

减持

ALNY Alnylam Pharmaceuticals

-$209.1M

2,493,866 -4%

增持

RIVN Rivian Automotive Inc

-$203.4M

43,821,500 +0%

减持

SNOW Snowflake Inc

-$196.5M

2,676,434 -2%

减持

AJG AJ Gallagher & Co

-$195.0M

133,430 -85%

建仓

SUNB Sunbelt Rentals Holdings Inc - US line

+$194.9M

3,111,813

减持

W Wayfair Inc Class A

-$186.6M

2,862,209 -28%

增持

— Oddity

-$181.6M

7,815,817 +10%

增持

ENSG The Ensign Group

+$176.5M

4,826,172 +6%

减持

DDOG Datadog

-$174.9M

3,082,099 -22%

减持

GOOG Alphabet Inc Class C

-$173.3M

3,499,244 -7%

减持

— Ferrari NV

-$165.5M

3,875,660 -0%

减持

AFRM Affirm Holdings Inc Class A

-$165.1M

5,302,297 -3%

建仓

RBC RBC Bearings

+$159.8M

294,232

减持

PODD Insulet

-$156.4M

2,029,492 -1%

减持

MA Mastercard Inc-Class A

-$153.3M

1,366,111 -7%

减持

GH Guardant Health

-$143.0M

3,859,046 -21%

增持

JOBY Joby Aviation Inc

-$138.7M

62,419,803 +26%

减持

TME Tencent Music Entertainment ADR

-$138.3M

9,735,914 -25%

减持

WDAY Workday Inc

-$136.9M

1,367,978 -7%

增持

— MakeMyTrip

+$136.5M

15,012,963 +191%

增持

IOT Samsara

+$133.4M

57,523,792 +21%

增持

VEEV Veeva Systems Inc Class A

+$129.1M

734,981 +1499861%

减持

TEM Tempus Ai Inc

-$125.1M

8,649,356 -1%

减持

TSLA Tesla Inc

-$119.8M

1,302,148 -3%

建仓

VIST Vista Energy Sab De Cv ADR

+$118.3M

1,567,692

减持

— Royalty Pharma

+$117.8M

16,155,677 -5%

增持

AXON Axon Enterprise Inc

+$111.8M

2,459,727 +50%

增持

ELF e.l.f. Beauty

-$110.1M

7,188,005 +0%

清仓

— monday.com

-$106.8M

0 -100%

增持

WSO Watsco Inc

+$104.6M

1,137,258 +24%

减持

TMO Thermo Fisher Scientific

-$103.4M

698,441 -9%

减持

DKNG DraftKings Inc

-$100.9M

7,213,257 -3%

减持

FIG Figma Inc

-$97.5M

5,575,059 -3%

减持

AVAV AeroVironment

-$97.4M

1,026,741 -13%

清仓

FND Floor & Decor Holdings

-$96.7M

0 -100%

增持

UTHR United Therapeutics

+$96.5M

428,127 +33%

减持

CBRE Cbre Group Inc

-$95.0M

2,488,034 -7%

增持

BC Brunswick Corp

+$85.7M

2,890,636 +72%

减持

MLM Martin Marietta Materials

-$81.8M

1,087,380 -6%

增持

SYM Symbotic

-$76.3M

12,479,888 +0%

增持

DOCS Doximity Inc

-$74.9M

3,839,627 +3%

减持

PAYC Paycom Software

-$74.3M

1,537,278 -6%

减持

MKL Markel Corp

-$70.0M

175,068 -7%

减持

BZ Kanzhun ADR

-$69.7M

9,948,978 -0%

增持

KNF Knife River

+$68.1M

2,668,248 +25%

减持

DG Dollar General Corp

-$65.9M

3,152,900 -5%

减持

MEDP Medpace Holdings

-$65.6M

503,191 -8%

增持

RKLB Rocket Lab Corp

-$61.9M

18,428,043 +3%

减持

HTFL HeartFlow

-$61.2M

1,084,652 -64%

减持

UBER Uber Technologies

-$59.5M

3,673,901 -7%

增持

— Grab Holdings

-$59.1M

46,852,163 +1%

建仓

FUTU Futu Hdgs ADR

+$54.9M

401,529

建仓

TDW Tidewater

+$54.8M

655,393

减持

BN Brookfield Corp

-$54.1M

6,616,033 -6%

减持

FIX Comfort Systems USA

+$54.0M

225,118 -18%

减持

ADSK Autodesk

-$53.7M

649,100 -8%

增持

DXCM Dexcom Inc

-$52.6M

15,599,525 +0%

减持

— Wix Com

-$51.6M

2,719,700 -5%

减持

MBLY Mobileye Global Inc.

-$48.5M

4,140,398 -44%

增持

HDB HDFC Bank ADR

-$47.3M

6,538,950 +14%

减持

BROS Dutch Bros

-$46.1M

2,994,211 -7%

减持

WMS Advanced Drainage Systems

-$44.2M

2,047,349 -9%

减持

DE Deere & Co

+$40.2M

505,017 -4%

减持

BNTX BioNTech ADR

-$40.1M

882,572 -29%

减持

YETI YETI Holdings

-$39.0M

3,695,471 -6%

减持

— Copa Holdings S A

-$38.0M

2,581,625 -6%

增持

GOOGL Alphabet Inc Class A

-$37.1M

1,946,990 +2%

减持

NYT New York Times Co

+$33.8M

2,911,228 -4%

减持

SQM SQM ADR

+$33.1M

5,707,211 -8%

减持

XMTR Xometry Inc - A

-$31.8M

1,122,813 -14%

增持

PONY Pony AI ADR

-$31.3M

6,359,468 +1%

减持

NET Cloudflare Inc

-$31.0M

15,924,423 -5%

减持

LMND Lemonade Inc

-$30.6M

2,766,426 -3%

建仓

AVGO Broadcom Inc

+$29.6M

95,726

减持

— Fabrinet

+$28.7M

460,496 -1%

减持

DNLI Denali Therapeutics

+$28.4M

12,066,479 -2%

清仓

SKYT SkyWater Technology

-$28.4M

0 -100%

减持

PBR/A Petrobras Pref ADR

+$27.8M

3,746,579 -1%

减持

TSM TSMC ADR

+$27.2M

1,282,250 -4%

增持

MSCI MSCI

-$26.4M

852,357 +1%

减持

ARM Arm Hdgs ADR

+$25.6M

611,897 -0%

减持

RXRX Recursion Pharmaceuticals Inc

-$24.6M

23,675,407 -0%

增持

RELY Remitly Global Inc

+$24.3M

11,818,307 +1%

减持

ILMN Illumina

-$24.2M

1,535,106 -6%

增持

— Accenture 'A'

-$24.0M

342,732 +0%

增持

COUR Coursera Inc

-$22.1M

14,651,016 +0%

减持

AZO AutoZone

-$21.0M

80,287 -7%

清仓

UPWK Upwork Inc

-$20.4M

0 -100%

减持

QXO QXO

-$19.7M

13,624,239 -8%

减持

ADI Analog Devices

-$19.1M

424,629 -25%

增持

CRCL Circle Internet Group

+$18.7M

350,361 +88%

减持

SVV Savers Value Village

-$18.6M

8,661,717 -3%

减持

SG Sweetgreen

-$18.6M

10,315,624 -3%

减持

TXN Texas Instruments

+$18.1M

2,039,257 -6%

减持

BCH Banco De Chile ADR

-$17.7M

274,000 -63%

增持

MCO Moody's Corp

-$17.6M

764,266 +11%

减持

TWST Twist Bioscience Corp

+$17.3M

1,215,151 -5%

减持

— SharkNinja

-$17.2M

1,939,316 -2%

减持

FMX Fomento Economico Mexicano Sab ADR

-$16.0M

3,037,796 -13%

减持

AUR Aurora Innovation Class A Common

+$15.4M

73,261,700 -2%

减持

ALAB Astera Labs

-$15.2M

245,128 -3%

减持

MNST Monster Beverage

-$15.1M

203,706 -48%

建仓

MRLN Merlin Inc

+$14.8M

2,016,289

减持

CP Canadian Pacific Kansas City Ltd

-$14.8M

98,454 -68%

增持

kspi us equity Kaspi.kz ADR

+$14.4M

5,123,207 +10%

减持

MP MP Materials

-$14.3M

453,871 -37%

减持

JKHY Jack Henry & Associates

-$14.2M

483,759 -3%

减持

LINE Lineage Inc

-$13.8M

2,555,123 -8%

减持

AMPL Amplitude

-$13.8M

2,634,150 -4%

增持

IBN ICICI Bank ADR

-$13.1M

4,912,767 +4%

减持

INFY Infosys Ltd ADR

-$12.6M

1,848,420 -12%

增持

INTU Intuit

-$11.7M

174,756 +33%

减持

PGNY Progyny

-$11.7M

1,220,729 -3%

增持

BABA Alibaba Group Holding Sponsored ADR

-$11.7M

772,002 +4%

减持

APPN Appian Corp

-$11.5M

905,908 -4%