BAILLIE GIFFORD & CO
EDINBURGH X0 · SEC CIK 0001088875
$978.93亿2026Q1 申报市值
271持仓数
42.5%前十大占比 · 第一大 7.3%
16 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BAP 加仓+$4.40亿
EOG 加仓+$3.72亿
MMYT 加仓+$3.68亿
AXON 加仓+$3.47亿
IOT 加仓+$3.13亿
2026Q1 卖出最多 按季末市值估算
NFLX 减仓-$14.55亿
MSFT 减仓-$6.17亿
NVDA 减仓-$5.44亿
TTD 减仓-$5.03亿
CPNG 减仓-$4.81亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | Zoetis Inc | $1,917.73万 | 0.02% | 162,231 | 11,386 | 7.5% | $134.59万 | 加仓 |
| UTI | Universal Technical Institute | $2,046.37万 | 0.02% | 566,861 | -27,962 | -4.7% | -$100.94万 | 减仓 |
| PGNY | Progyny | $2,072.80万 | 0.02% | 1,220,729 | -41,962 | -3.3% | -$71.25万 | 减仓 |
| TNDM | Tandem Diabetes Care | $2,088.37万 | 0.02% | 1,089,393 | -56,123 | -4.9% | -$107.59万 | 减仓 |
| APPN | Appian Corp | $2,184.14万 | 0.02% | 905,908 | -35,198 | -3.7% | -$84.86万 | 减仓 |
| MP | MP Materials | $2,190.38万 | 0.02% | 453,871 | -263,421 | -36.7% | -$1,271.27万 | 减仓 |
| KRNT | Kornit Digital | $2,201.60万 | 0.02% | 1,501,773 | -63,306 | -4.0% | -$92.81万 | 减仓 |
| RAMP | Liveramp Holdings Inc | $2,416.71万 | 0.02% | 911,277 | -28,684 | -3.1% | -$76.07万 | 减仓 |
| PRCT | PROCEPT BioRobotics | $2,434.73万 | 0.02% | 973,502 | -42,476 | -4.2% | -$106.23万 | 减仓 |
| INFY | Infosys Ltd ADR | $2,497.22万 | 0.03% | 1,848,420 | -258,705 | -12.3% | -$349.51万 | 减仓 |
| HTFL | HeartFlow | $2,638.96万 | 0.03% | 1,084,652 | -1,921,346 | -63.9% | -$4,674.63万 | 减仓 |
| ALAB | Astera Labs | $2,686.60万 | 0.03% | 245,128 | -7,785 | -3.1% | -$85.32万 | 减仓 |
| IREN | IREN | $2,842.36万 | 0.03% | 829,161 | 301,475 | 57.1% | $1,033.46万 | 加仓 |
| UPST | Upstart Holdings | $2,842.78万 | 0.03% | 1,108,295 | 349,366 | 46.0% | $896.12万 | 加仓 |
| MBLY | Mobileye Global Inc. | $2,844.45万 | 0.03% | 4,140,398 | -3,231,324 | -43.8% | -$2,219.92万 | 减仓 |
| AJG | AJ Gallagher & Co | $2,889.83万 | 0.03% | 133,430 | -731,830 | -84.6% | -$1.58亿 | 减仓 |
| AVGO | Broadcom Inc | $2,962.82万 | 0.03% | 95,726 | 95,726 | — | $2,962.82万 | 新建仓 |
| PAYX | Paychex | $2,981.39万 | 0.03% | 323,642 | 19,580 | 6.4% | $180.37万 | 加仓 |
| TMDX | TransMedics Group | $3,033.93万 | 0.03% | 305,194 | -11,279 | -3.6% | -$112.12万 | 减仓 |
| IPGP | IPG Photonics Corp | $3,086.54万 | 0.03% | 269,355 | -114,629 | -29.9% | -$1,313.53万 | 减仓 |
| CRCL | Circle Internet Group | $3,342.79万 | 0.03% | 350,361 | 164,024 | 88.0% | $1,564.95万 | 加仓 |
| EW | Edwards Lifesciences Corp | $3,525.19万 | 0.04% | 440,208 | -76,103 | -14.7% | -$609.43万 | 减仓 |
| MCD | McDonald's | $3,709.06万 | 0.04% | 119,343 | -7,537 | -5.9% | -$234.24万 | 减仓 |
| AEHR | Aehr Test Systems | $3,711.77万 | 0.04% | 1,001,018 | -289,716 | -22.4% | -$1,074.27万 | 减仓 |
| DLO | dLocal | $3,753.39万 | 0.04% | 2,893,905 | -102,755 | -3.4% | -$133.27万 | 减仓 |
| MDT | Medtronic | $3,962.89万 | 0.04% | 457,344 | -17,730 | -3.7% | -$153.63万 | 减仓 |
| Z | Zillow Group Inc Class C | $3,995.34万 | 0.04% | 965,525 | 226,255 | 30.6% | $936.24万 | 加仓 |
| TROW | T. Rowe Price | $4,198.65万 | 0.04% | 465,792 | -17,149 | -3.6% | -$154.58万 | 减仓 |
| SVM | Silvercorp Metals Inc | $4,554.91万 | 0.05% | 4,235,160 | 13,889 | 0.3% | $14.94万 | 加仓 |
| XMTR | Xometry Inc - A | $4,585.57万 | 0.05% | 1,122,813 | -183,338 | -14.0% | -$748.75万 | 减仓 |
| FROG | JFrog Ltd | $4,770.17万 | 0.05% | 1,016,443 | 145,415 | 16.7% | $682.43万 | 加仓 |
| AMSC | American Superconductor Corp | $4,899.51万 | 0.05% | 1,447,419 | -59,422 | -3.9% | -$201.14万 | 减仓 |
| HD | Home Depot | $4,999.39万 | 0.05% | 152,008 | 1,044 | 0.7% | $34.34万 | 加仓 |
| SG | Sweetgreen | $5,353.81万 | 0.05% | 10,315,624 | -350,916 | -3.3% | -$182.13万 | 减仓 |
| KO | Coca Cola | $5,406.14万 | 0.06% | 710,867 | -50,037 | -6.6% | -$380.53万 | 减仓 |
| TDW | Tidewater | $5,475.81万 | 0.06% | 655,393 | 655,393 | — | $5,475.81万 | 新建仓 |
| FUTU | Futu Hdgs ADR | $5,491.31万 | 0.06% | 401,529 | 401,529 | — | $5,491.31万 | 新建仓 |
| SBUX | Starbucks Corp | $5,604.53万 | 0.06% | 625,575 | -20,290 | -3.1% | -$181.78万 | 减仓 |
| ALB | Albemarle Corp | $5,718.82万 | 0.06% | 318,544 | -34,074 | -9.7% | -$611.73万 | 减仓 |
| TWST | Twist Bioscience Corp | $5,774.40万 | 0.06% | 1,215,151 | -61,044 | -4.8% | -$290.08万 | 减仓 |
| PONY | Pony AI ADR | $6,003.34万 | 0.06% | 6,359,468 | 57,818 | 0.9% | $54.58万 | 加仓 |
| SVV | Savers Value Village | $6,444.32万 | 0.07% | 8,661,717 | -234,130 | -2.6% | -$174.19万 | 减仓 |
| MDB | MongoDB Inc | $6,543.46万 | 0.07% | 267,331 | 0 | 0.0% | — | 不变 |
| ACN | Accenture 'A' | $6,796.03万 | 0.07% | 342,732 | 165 | 0.0% | $3.27万 | 加仓 |
| ITUB | Itau Unibanco Holding SA-ADR | $6,898.40万 | 0.07% | 8,231,975 | -1,422,330 | -14.7% | -$1,191.91万 | 减仓 |
| PBR/A | Petrobras Pref ADR | $7,024.84万 | 0.07% | 3,746,579 | -22,189 | -0.6% | -$41.60万 | 减仓 |
| RXRX | Recursion Pharmaceuticals Inc | $7,268.35万 | 0.07% | 23,675,407 | -99,565 | -0.4% | -$30.57万 | 减仓 |
| INTU | Intuit | $7,556.10万 | 0.08% | 174,756 | 42,963 | 32.6% | $1,857.63万 | 加仓 |
| CSCO | Cisco Systems | $7,556.99万 | 0.08% | 973,964 | -32,255 | -3.2% | -$250.27万 | 减仓 |
| JKHY | Jack Henry & Associates | $7,645.33万 | 0.08% | 483,759 | -12,844 | -2.6% | -$202.99万 | 减仓 |
| WSC | WillScot Hdgs | $7,798.43万 | 0.08% | 4,492,184 | -219,103 | -4.7% | -$380.36万 | 减仓 |
| BNTX | BioNTech ADR | $7,844.30万 | 0.08% | 882,572 | -362,295 | -29.1% | -$3,220.08万 | 减仓 |
| LINE | Lineage Inc | $8,370.58万 | 0.09% | 2,555,123 | -231,160 | -8.3% | -$757.28万 | 减仓 |
| COUR | Coursera Inc | $8,526.89万 | 0.09% | 14,651,016 | 60,074 | 0.4% | $34.96万 | 加仓 |
| FAST | Fastenal | $8,588.12万 | 0.09% | 1,850,889 | -57,595 | -3.0% | -$267.24万 | 减仓 |
| VRTX | Vertex Pharmaceuticals Inc | $8,904.95万 | 0.09% | 199,421 | -1,667 | -0.8% | -$74.44万 | 减仓 |
| DOCS | Doximity Inc | $8,946.33万 | 0.09% | 3,839,627 | 128,287 | 3.5% | $298.91万 | 加仓 |
| TME | Tencent Music Entertainment ADR | $9,034.93万 | 0.09% | 9,735,914 | -3,306,467 | -25.4% | -$3,068.40万 | 减仓 |
| ARM | Arm Hdgs ADR | $9,256.78万 | 0.09% | 611,897 | -631 | -0.1% | -$9.55万 | 减仓 |
| ENPH | Enphase Energy Inc | $9,431.13万 | 0.10% | 2,494,347 | -93,506 | -3.6% | -$353.55万 | 减仓 |
| BABA | Alibaba Group Holding Sponsored ADR | $9,685.54万 | 0.10% | 772,002 | 31,637 | 4.3% | $396.92万 | 加仓 |
| TFII | TFI International | $9,725.12万 | 0.10% | 896,308 | -133,563 | -13.0% | -$1,449.19万 | 减仓 |
| PEP | Pepsico | $9,741.25万 | 0.10% | 627,294 | -22,928 | -3.5% | -$356.05万 | 减仓 |
| BLLN | BillionToOne Inc | $9,946.38万 | 0.10% | 1,259,993 | -8,170 | -0.6% | -$64.49万 | 减仓 |
| ODD | Oddity | $1.05亿 | 0.11% | 7,815,817 | 693,176 | 9.7% | $927.47万 | 加仓 |
| FIG | Figma Inc | $1.18亿 | 0.12% | 5,575,059 | -188,554 | -3.3% | -$398.60万 | 减仓 |
| VIST | Vista Energy Sab De Cv ADR | $1.18亿 | 0.12% | 1,567,692 | 1,567,692 | — | $1.18亿 | 新建仓 |
| PG | Procter & Gamble | $1.24亿 | 0.13% | 859,326 | -37,619 | -4.2% | -$543.37万 | 减仓 |
| CME | CME Group Inc | $1.27亿 | 0.13% | 430,242 | -15,794 | -3.5% | -$466.48万 | 减仓 |
| IBN | ICICI Bank ADR | $1.27亿 | 0.13% | 4,912,767 | 203,465 | 4.3% | $526.97万 | 加仓 |
| VEEV | Veeva Systems Inc Class A | $1.29亿 | 0.13% | 734,981 | 734,932 | 1,499,861.2% | $1.29亿 | 加仓 |
| BBD | Banco Bradesco Pn ADR | $1.33亿 | 0.14% | 36,393,155 | -1,882,351 | -4.9% | -$687.06万 | 减仓 |
| BZ | Kanzhun ADR | $1.33亿 | 0.14% | 9,948,978 | -6,606 | -0.1% | -$8.85万 | 减仓 |
| ADI | Analog Devices | $1.35亿 | 0.14% | 424,629 | -143,836 | -25.3% | -$4,576.00万 | 减仓 |
| YETI | YETI Holdings | $1.35亿 | 0.14% | 3,695,471 | -249,725 | -6.3% | -$913.74万 | 减仓 |
| BROS | Dutch Bros | $1.52亿 | 0.15% | 2,994,211 | -236,465 | -7.3% | -$1,197.93万 | 减仓 |
| ADSK | Autodesk | $1.55亿 | 0.16% | 649,100 | -57,189 | -8.1% | -$1,369.10万 | 减仓 |
| DKNG | DraftKings Inc | $1.56亿 | 0.16% | 7,213,257 | -241,691 | -3.2% | -$522.54万 | 减仓 |
| RBC | RBC Bearings | $1.60亿 | 0.16% | 294,232 | 294,232 | — | $1.60亿 | 新建仓 |
| XYZ | Block Inc | $1.60亿 | 0.16% | 2,666,255 | -7,209,590 | -73.0% | -$4.34亿 | 减仓 |
| HDB | HDFC Bank ADR | $1.63亿 | 0.17% | 6,538,950 | 792,131 | 13.8% | $1,970.82万 | 加仓 |
| GRAB | Grab Holdings | $1.71亿 | 0.18% | 46,852,163 | 639,229 | 1.4% | $233.96万 | 加仓 |
| LMND | Lemonade Inc | $1.73亿 | 0.18% | 2,766,426 | -100,020 | -3.5% | -$626.93万 | 减仓 |
| AAPL | Apple | $1.77亿 | 0.18% | 696,091 | 32,747 | 4.9% | $831.09万 | 加仓 |
| WDAY | Workday Inc | $1.78亿 | 0.18% | 1,367,978 | -97,013 | -6.6% | -$1,260.39万 | 减仓 |
| ECL | Ecolab | $1.85亿 | 0.19% | 695,341 | 4,338 | 0.6% | $115.40万 | 加仓 |
| RELY | Remitly Global Inc | $1.85亿 | 0.19% | 11,818,307 | 159,749 | 1.4% | $250.33万 | 加仓 |
| PAYC | Paycom Software | $1.87亿 | 0.19% | 1,537,278 | -101,616 | -6.2% | -$1,235.04万 | 减仓 |
| AVAV | AeroVironment | $1.88亿 | 0.19% | 1,026,741 | -153,070 | -13.0% | -$2,801.95万 | 减仓 |
| ILMN | Illumina | $1.89亿 | 0.19% | 1,535,106 | -91,670 | -5.6% | -$1,129.92万 | 减仓 |
| SUNB | Sunbelt Rentals Holdings Inc | $1.95亿 | 0.20% | 3,111,813 | 3,111,813 | — | $1.95亿 | 新建仓 |
| COIN | Coinbase Global Inc | $1.96亿 | 0.20% | 1,124,057 | 294,976 | 35.6% | $5,150.58万 | 加仓 |
| SN | SharkNinja | $2.05亿 | 0.21% | 1,939,316 | -49,317 | -2.5% | -$522.27万 | 减仓 |
| BC | Brunswick Corp | $2.10亿 | 0.21% | 2,890,636 | 1,212,425 | 72.2% | $8,821.60万 | 加仓 |
| W | Wayfair Inc Class A | $2.15亿 | 0.22% | 2,862,209 | -1,139,895 | -28.5% | -$8,573.15万 | 减仓 |
| KNF | Knife River | $2.18亿 | 0.22% | 2,668,248 | 539,847 | 25.4% | $4,407.85万 | 加仓 |
| ETN | Eaton | $2.21亿 | 0.23% | 617,366 | -56,474 | -8.4% | -$2,019.91万 | 减仓 |
| DNLI | Denali Therapeutics | $2.32亿 | 0.24% | 12,066,479 | -244,410 | -2.0% | -$469.27万 | 减仓 |
| FCX | Freeport-Mcmoran Copper | $2.35亿 | 0.24% | 3,989,551 | 3,989,551 | — | $2.35亿 | 新建仓 |
| FN | Fabrinet | $2.40亿 | 0.25% | 460,496 | -4,068 | -0.9% | -$212.15万 | 减仓 |