BAILLIE GIFFORD & CO
EDINBURGH X0 · SEC CIK 0001088875
$1,102.25亿2026Q2 申报市值
273持仓数
44.7%前十大占比 · 第一大 8.0%
28 / 26新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$87.82亿
RY 加仓+$7.40亿
CRH 加仓+$6.41亿
QXO 加仓+$5.92亿
AVGO 加仓+$4.77亿
2026Q2 卖出最多 按季末市值估算
RKLB 减仓-$8.18亿
CPNG 减仓-$7.28亿
META 减仓-$5.05亿
TEAM 减仓-$4.90亿
DDOG 减仓-$4.52亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | $87.82亿 | 7.97% | 51,397,806 | 51,397,806 | — | $87.82亿 | 新建仓 |
| NVDA | NVIDIA | $83.82亿 | 7.60% | 41,888,806 | 1,140,141 | 2.8% | $2.28亿 | 加仓 |
| AMZN | Amazon.Com | $64.16亿 | 5.82% | 26,917,866 | -1,174,333 | -4.2% | -$2.80亿 | 减仓 |
| MELI | MercadoLibre | $51.61亿 | 4.68% | 3,040,410 | -192,849 | -6.0% | -$3.27亿 | 减仓 |
| SE | Sea Ltd ADR | $36.81亿 | 3.34% | 38,409,385 | -1,244,687 | -3.1% | -$1.19亿 | 减仓 |
| SPOT | Spotify Technology SA | $36.40亿 | 3.30% | 7,928,451 | -289,752 | -3.5% | -$1.33亿 | 减仓 |
| NET | Cloudflare Inc | $35.81亿 | 3.25% | 14,598,594 | -1,325,829 | -8.3% | -$3.25亿 | 减仓 |
| APP | AppLovin | $33.34亿 | 3.03% | 6,471,615 | -228,517 | -3.4% | -$1.18亿 | 减仓 |
| SHOP | Shopify 'A' | $32.43亿 | 2.94% | 28,403,600 | -618,241 | -2.1% | -$7,059.08万 | 减仓 |
| NU | Nu Holdings Ltd. | $30.72亿 | 2.79% | 229,930,331 | -16,634,123 | -6.7% | -$2.22亿 | 减仓 |
| PDD | PDD Holdings Inc | $20.29亿 | 1.84% | 26,594,535 | -1,758,564 | -6.2% | -$1.34亿 | 减仓 |
| IOT | Samsara | $18.28亿 | 1.66% | 56,358,374 | -1,165,418 | -2.0% | -$3,779.45万 | 减仓 |
| META | Meta Platforms Inc | $18.03亿 | 1.64% | 3,201,546 | -897,275 | -21.9% | -$5.05亿 | 减仓 |
| AXON | Axon Enterprise Inc | $17.15亿 | 1.56% | 3,059,487 | 599,760 | 24.4% | $3.36亿 | 加仓 |
| CPNG | Coupang | $13.68亿 | 1.24% | 78,743,687 | -41,912,555 | -34.7% | -$7.28亿 | 减仓 |
| RACE | Ferrari ADR | $13.24亿 | 1.20% | 3,570,726 | -304,934 | -7.9% | -$1.13亿 | 减仓 |
| MRNA | Moderna Inc | $12.75亿 | 1.16% | 18,206,778 | -1,779,098 | -8.9% | -$1.25亿 | 减仓 |
| DASH | Doordash Inc | $12.56亿 | 1.14% | 6,808,714 | -433,101 | -6.0% | -$7,992.01万 | 减仓 |
| RDDT | $12.48亿 | 1.13% | 7,191,302 | -117,807 | -1.6% | -$2,044.89万 | 减仓 | |
| NFLX | Netflix Inc | $11.55亿 | 1.05% | 16,173,823 | -5,631,846 | -25.8% | -$4.02亿 | 减仓 |
| RBLX | Roblox | $11.49亿 | 1.04% | 21,124,935 | -298,077 | -1.4% | -$1,620.94万 | 减仓 |
| GOOG | Alphabet Inc Class C | $10.91亿 | 0.99% | 3,087,822 | -411,422 | -11.8% | -$1.45亿 | 减仓 |
| RKLB | Rocket Lab Corp | $10.56亿 | 0.96% | 10,384,512 | -8,043,531 | -43.6% | -$8.18亿 | 减仓 |
| MSFT | Microsoft | $10.12亿 | 0.92% | 2,713,688 | -1,164,341 | -30.0% | -$4.34亿 | 减仓 |
| BAP | Credicorp | $10.07亿 | 0.91% | 2,585,751 | -143,747 | -5.3% | -$5,600.10万 | 减仓 |
| ISRG | Intuitive Surgical | $10.04亿 | 0.91% | 2,524,427 | -43,138 | -1.7% | -$1,715.51万 | 减仓 |
| GOOGL | Alphabet Inc Class A | $10.04亿 | 0.91% | 2,808,512 | 861,522 | 44.2% | $3.08亿 | 加仓 |
| DXCM | Dexcom Inc | $9.97亿 | 0.90% | 14,801,590 | -797,935 | -5.1% | -$5,374.09万 | 减仓 |
| MA | Mastercard Inc-Class A | $8.87亿 | 0.80% | 1,726,830 | 360,719 | 26.4% | $1.85亿 | 加仓 |
| QXO | QXO | $8.27亿 | 0.75% | 47,867,886 | 34,243,647 | 251.3% | $5.92亿 | 加仓 |
| ENSG | The Ensign Group | $8.06亿 | 0.73% | 5,029,273 | 203,101 | 4.2% | $3,255.71万 | 加仓 |
| PBR | Petrobras Common ADR | $7.86亿 | 0.71% | 48,618,354 | 4,179,806 | 9.4% | $6,754.57万 | 加仓 |
| MMYT | MakeMyTrip | $7.82亿 | 0.71% | 14,670,083 | -342,880 | -2.3% | -$1,827.21万 | 减仓 |
| RIVN | Rivian Automotive Inc | $7.50亿 | 0.68% | 43,210,348 | -611,152 | -1.4% | -$1,060.35万 | 减仓 |
| RY | The Royal Bank of Canada | $7.40亿 | 0.67% | 3,575,634 | 3,575,540 | 3,803,766.0% | $7.40亿 | 加仓 |
| ALNY | Alnylam Pharmaceuticals | $7.34亿 | 0.67% | 2,439,889 | -53,977 | -2.2% | -$1,624.87万 | 减仓 |
| SNOW | Snowflake Inc | $6.58亿 | 0.60% | 2,584,361 | -92,073 | -3.4% | -$2,343.26万 | 减仓 |
| CRH | CRH Plc | $6.41亿 | 0.58% | 5,994,916 | 5,994,453 | 1,294,698.3% | $6.41亿 | 加仓 |
| MLM | Martin Marietta Materials | $5.72亿 | 0.52% | 991,786 | -95,594 | -8.8% | -$5,512.91万 | 减仓 |
| RPRX | Royalty Pharma | $5.62亿 | 0.51% | 10,015,578 | -6,140,099 | -38.0% | -$3.44亿 | 减仓 |
| DUOL | Duolingo Inc | $5.55亿 | 0.50% | 4,824,298 | -51,512 | -1.1% | -$592.49万 | 减仓 |
| SYM | Symbotic | $5.51亿 | 0.50% | 12,263,759 | -216,129 | -1.7% | -$971.50万 | 减仓 |
| JOBY | Joby Aviation Inc | $5.45亿 | 0.49% | 61,139,048 | -1,280,755 | -2.1% | -$1,142.43万 | 减仓 |
| ELF | e.l.f. Beauty | $5.22亿 | 0.47% | 7,048,752 | -139,253 | -1.9% | -$1,030.47万 | 减仓 |
| AVGO | Broadcom Inc | $5.13亿 | 0.47% | 1,357,957 | 1,262,231 | 1,318.6% | $4.77亿 | 加仓 |
| AAPL | Apple | $5.09亿 | 0.46% | 1,760,591 | 1,064,500 | 152.9% | $3.08亿 | 加仓 |
| KSPI | Kaspi.kz ADR | $5.01亿 | 0.45% | 5,779,168 | 655,961 | 12.8% | $5,683.25万 | 加仓 |
| RBC | RBC Bearings | $4.90亿 | 0.44% | 760,468 | 466,236 | 158.5% | $3.00亿 | 加仓 |
| AFRM | Affirm Holdings Inc Class A | $4.78亿 | 0.43% | 5,856,569 | 554,272 | 10.5% | $4,520.09万 | 加仓 |
| TEM | Tempus Ai Inc | $4.74亿 | 0.43% | 8,190,133 | -459,223 | -5.3% | -$2,660.28万 | 减仓 |
| WSO | Watsco Inc | $4.71亿 | 0.43% | 1,129,536 | -7,722 | -0.7% | -$321.80万 | 减仓 |
| TXN | Texas Instruments | $4.61亿 | 0.42% | 1,546,937 | -492,320 | -24.1% | -$1.47亿 | 减仓 |
| TSM | TSMC ADR | $4.59亿 | 0.42% | 960,732 | -321,518 | -25.1% | -$1.54亿 | 减仓 |
| MDLN | Medline Inc | $4.47亿 | 0.41% | 11,343,036 | 1,367,261 | 13.7% | $5,392.48万 | 加仓 |
| MSCI | MSCI | $4.46亿 | 0.40% | 796,246 | -56,111 | -6.6% | -$3,142.44万 | 减仓 |
| SCI | Service Corp.Intl. | $4.22亿 | 0.38% | 5,553,823 | -3,051,616 | -35.5% | -$2.32亿 | 减仓 |
| FIX | Comfort Systems USA | $4.21亿 | 0.38% | 212,655 | -12,463 | -5.5% | -$2,470.10万 | 减仓 |
| ELV | Elevance Health Inc | $4.19亿 | 0.38% | 1,083,237 | -89,571 | -7.6% | -$3,463.98万 | 减仓 |
| RYAAY | Ryanair ADR | $3.97亿 | 0.36% | 6,136,507 | -3,088,668 | -33.5% | -$2.00亿 | 减仓 |
| CPA | Copa Holdings S A | $3.82亿 | 0.35% | 2,455,810 | -125,815 | -4.9% | -$1,957.30万 | 减仓 |
| AUR | Aurora Innovation Class A Common | $3.76亿 | 0.34% | 55,182,704 | -18,078,996 | -24.7% | -$1.23亿 | 减仓 |
| CSGP | CoStar Group | $3.73亿 | 0.34% | 13,154,165 | -456,757 | -3.4% | -$1,293.54万 | 减仓 |
| PM | Philip Morris Intl | $3.54亿 | 0.32% | 1,957,455 | 313,252 | 19.1% | $5,667.04万 | 加仓 |
| DDOG | Datadog | $3.51亿 | 0.32% | 1,347,370 | -1,734,729 | -56.3% | -$4.52亿 | 减仓 |
| SQM | SQM ADR | $3.50亿 | 0.32% | 4,731,131 | -976,080 | -17.1% | -$7,226.90万 | 减仓 |
| CFR | Cullen/Frost Bankers | $3.45亿 | 0.31% | 2,233,298 | 2,233,298 | — | $3.45亿 | 新建仓 |
| GH | Guardant Health | $3.43亿 | 0.31% | 2,284,127 | -1,574,919 | -40.8% | -$2.36亿 | 减仓 |
| FMX | Fomento Economico Mexicano Sab ADR | $3.42亿 | 0.31% | 2,674,055 | -363,741 | -12.0% | -$4,652.25万 | 减仓 |
| DG | Dollar General Corp | $3.34亿 | 0.30% | 2,897,946 | -254,954 | -8.1% | -$2,934.78万 | 减仓 |
| MCO | Moody's Corp | $3.25亿 | 0.29% | 717,871 | -46,395 | -6.1% | -$2,101.32万 | 减仓 |
| AZO | AutoZone | $3.24亿 | 0.29% | 101,423 | 21,136 | 26.3% | $6,754.94万 | 加仓 |
| TMO | Thermo Fisher Scientific | $3.24亿 | 0.29% | 645,648 | -52,793 | -7.6% | -$2,646.83万 | 减仓 |
| ON | On Semiconductor Corp | $3.24亿 | 0.29% | 3,423,880 | -863,424 | -20.1% | -$8,162.81万 | 减仓 |
| EOG | EOG Resources | $3.18亿 | 0.29% | 2,450,365 | -268,169 | -9.9% | -$3,478.96万 | 减仓 |
| CBRE | Cbre Group Inc | $3.11亿 | 0.28% | 2,310,972 | -177,062 | -7.1% | -$2,384.85万 | 减仓 |
| PODD | Insulet | $3.11亿 | 0.28% | 2,042,313 | 12,821 | 0.6% | $195.20万 | 加仓 |
| MKL | Markel Corp | $3.08亿 | 0.28% | 157,923 | -17,145 | -9.8% | -$3,348.44万 | 减仓 |
| DNLI | Denali Therapeutics | $3.08亿 | 0.28% | 11,960,230 | -106,249 | -0.9% | -$273.27万 | 减仓 |
| TSLA | Tesla Inc | $3.07亿 | 0.28% | 730,641 | -571,507 | -43.9% | -$2.40亿 | 减仓 |
| SN | SharkNinja | $2.91亿 | 0.26% | 1,912,105 | -27,211 | -1.4% | -$414.34万 | 减仓 |
| EQT | Eqt Corp | $2.91亿 | 0.26% | 5,472,472 | 1,541,421 | 39.2% | $8,195.74万 | 加仓 |
| WMS | Advanced Drainage Systems | $2.88亿 | 0.26% | 1,835,297 | -212,052 | -10.4% | -$3,328.37万 | 减仓 |
| KLAC | KLA Corp | $2.86亿 | 0.26% | 946,638 | 946,638 | — | $2.86亿 | 新建仓 |
| TEAM | Atlassian Corp Plc | $2.85亿 | 0.26% | 3,658,205 | -6,305,234 | -63.3% | -$4.90亿 | 减仓 |
| RELY | Remitly Global Inc | $2.78亿 | 0.25% | 12,383,664 | 565,357 | 4.8% | $1,266.97万 | 加仓 |
| DE | Deere & Co | $2.72亿 | 0.25% | 428,051 | -76,966 | -15.2% | -$4,882.18万 | 减仓 |
| W | Wayfair Inc Class A | $2.60亿 | 0.24% | 2,811,620 | -50,589 | -1.8% | -$467.54万 | 减仓 |
| ETN | Eaton | $2.55亿 | 0.23% | 598,890 | -18,476 | -3.0% | -$787.30万 | 减仓 |
| UTHR | United Therapeutics | $2.53亿 | 0.23% | 467,209 | 39,082 | 9.1% | $2,117.58万 | 加仓 |
| UBER | Uber Technologies | $2.51亿 | 0.23% | 3,483,820 | -190,081 | -5.2% | -$1,371.62万 | 减仓 |
| MEDP | Medpace Holdings | $2.51亿 | 0.23% | 473,211 | -29,980 | -6.0% | -$1,587.71万 | 减仓 |
| BN | Brookfield Corp | $2.49亿 | 0.23% | 5,838,391 | -777,642 | -11.8% | -$3,311.98万 | 减仓 |
| FCX | Freeport-Mcmoran Copper | $2.37亿 | 0.21% | 3,764,376 | -225,175 | -5.6% | -$1,416.13万 | 减仓 |
| ILMN | Illumina | $2.35亿 | 0.21% | 1,335,846 | -199,260 | -13.0% | -$3,503.59万 | 减仓 |
| FN | Fabrinet | $2.33亿 | 0.21% | 415,079 | -45,417 | -9.9% | -$2,552.80万 | 减仓 |
| BC | Brunswick Corp | $2.31亿 | 0.21% | 2,740,077 | -150,559 | -5.2% | -$1,268.31万 | 减仓 |
| KNF | Knife River | $2.29亿 | 0.21% | 2,739,232 | 70,984 | 2.7% | $593.78万 | 加仓 |
| XYZ | Block Inc | $2.19亿 | 0.20% | 2,886,376 | 220,121 | 8.3% | $1,672.92万 | 加仓 |
| SUNB | Sunbelt Rentals Holdings Inc | $2.15亿 | 0.20% | 2,948,390 | -163,423 | -5.3% | -$1,192.20万 | 减仓 |
| ECL | Ecolab | $2.05亿 | 0.19% | 734,234 | 38,893 | 5.6% | $1,083.60万 | 加仓 |