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 |
|---|---|---|---|---|---|---|---|---|
| WEC | WEC Energy Group | $1,026.82万 | 0.01% | 87,935 | -7,307 | -7.7% | -$85.32万 | 减仓 |
| INTC | Intel Corporation | $1,051.34万 | 0.01% | 75,295 | 74,826 | 15,954.4% | $1,044.80万 | 加仓 |
| BEAM | Beam Therapeutics | $1,078.43万 | 0.01% | 314,228 | -71,663 | -18.6% | -$245.95万 | 减仓 |
| BCH | Banco De Chile ADR | $1,089.60万 | 0.01% | 274,045 | 45 | 0.0% | $1,789 | 加仓 |
| MNST | Monster Beverage | $1,122.09万 | 0.01% | 116,738 | -86,968 | -42.7% | -$835.94万 | 减仓 |
| — | Merlin Inc | $1,147.27万 | 0.01% | 2,016,289 | 0 | 0.0% | — | 不变 |
| DOCS | Doximity Inc | $1,334.98万 | 0.01% | 643,675 | -3,195,952 | -83.2% | -$6,628.40万 | 减仓 |
| AMPL | Amplitude | $1,361.36万 | 0.01% | 1,779,555 | -854,595 | -32.4% | -$653.77万 | 减仓 |
| CHYM | Chime Financial Inc | $1,390.01万 | 0.01% | 678,717 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway B | $1,440.07万 | 0.01% | 28,779 | 28,779 | — | $1,440.07万 | 新建仓 |
| NVCR | Novocure Ltd | $1,442.39万 | 0.01% | 952,074 | -119,510 | -11.2% | -$181.06万 | 减仓 |
| APPN | Appian Corp | $1,683.51万 | 0.02% | 735,158 | -170,750 | -18.8% | -$391.02万 | 减仓 |
| STOK | Stoke Therapeutics | $1,692.52万 | 0.02% | 517,275 | -57,907 | -10.1% | -$189.47万 | 减仓 |
| TMDX | TransMedics Group | $1,779.62万 | 0.02% | 267,935 | -37,259 | -12.2% | -$247.47万 | 减仓 |
| KTOS | Kratos Defense & Security | $1,806.41万 | 0.02% | 362,296 | 94,733 | 35.4% | $472.34万 | 加仓 |
| IPGP | IPG Photonics Corp | $1,882.97万 | 0.02% | 160,499 | -108,856 | -40.4% | -$1,277.10万 | 减仓 |
| INFY | Infosys Ltd ADR | $1,933.84万 | 0.02% | 1,843,512 | -4,908 | -0.3% | -$5.15万 | 减仓 |
| AEHR | Aehr Test Systems | $1,958.45万 | 0.02% | 203,878 | -797,140 | -79.6% | -$7,657.33万 | 减仓 |
| MP | MP Materials | $2,002.18万 | 0.02% | 357,468 | -96,403 | -21.2% | -$539.95万 | 减仓 |
| PRCT | PROCEPT BioRobotics | $2,058.73万 | 0.02% | 911,751 | -61,751 | -6.3% | -$139.43万 | 减仓 |
| KRNT | Kornit Digital | $2,116.64万 | 0.02% | 1,302,546 | -199,227 | -13.3% | -$323.74万 | 减仓 |
| UTI | Universal Technical Institute | $2,171.43万 | 0.02% | 507,700 | -59,161 | -10.4% | -$253.03万 | 减仓 |
| PI | Impinj | $2,233.89万 | 0.02% | 155,965 | -18,150 | -10.4% | -$259.96万 | 减仓 |
| DNA | Ginkgo Bioworks Holdings Inc | $2,370.12万 | 0.02% | 2,391,649 | 0 | 0.0% | — | 不变 |
| PDFS | PDF Solutions | $2,445.60万 | 0.02% | 345,472 | 345,472 | — | $2,445.60万 | 新建仓 |
| HIMS | Hims & Hers Health | $2,601.95万 | 0.02% | 750,491 | 750,491 | — | $2,601.95万 | 新建仓 |
| Z | Zillow Group Inc Class C | $2,698.87万 | 0.02% | 856,240 | -109,285 | -11.3% | -$344.47万 | 减仓 |
| MCD | McDonald's | $2,999.87万 | 0.03% | 110,979 | -8,364 | -7.0% | -$226.09万 | 减仓 |
| PGNY | Progyny | $3,109.69万 | 0.03% | 1,078,629 | -142,100 | -11.6% | -$409.67万 | 减仓 |
| RBRK | Rubrik | $3,115.03万 | 0.03% | 388,021 | 222,913 | 135.0% | $1,789.55万 | 加仓 |
| DLO | dLocal | $3,317.39万 | 0.03% | 2,552,819 | -341,086 | -11.8% | -$443.24万 | 减仓 |
| IREN | IREN | $3,414.96万 | 0.03% | 746,766 | -82,395 | -9.9% | -$376.79万 | 减仓 |
| PAYX | Paychex | $3,430.33万 | 0.03% | 348,859 | 25,217 | 7.8% | $247.96万 | 加仓 |
| MDT | Medtronic | $3,629.51万 | 0.03% | 463,954 | 6,610 | 1.4% | $51.71万 | 加仓 |
| UPST | Upstart Holdings | $3,837.63万 | 0.03% | 1,083,157 | -25,138 | -2.3% | -$89.06万 | 减仓 |
| AMSC | American Superconductor Corp | $3,874.16万 | 0.04% | 933,308 | -514,111 | -35.5% | -$2,134.07万 | 减仓 |
| FUTU | Futu Hdgs ADR | $3,889.22万 | 0.04% | 414,894 | 13,365 | 3.3% | $125.28万 | 加仓 |
| ALB | Albemarle Corp | $4,004.06万 | 0.04% | 296,531 | -22,013 | -6.9% | -$297.24万 | 减仓 |
| ACN | Accenture 'A' | $4,083.39万 | 0.04% | 328,141 | -14,591 | -4.3% | -$181.57万 | 减仓 |
| AJG | AJ Gallagher & Co | $4,225.58万 | 0.04% | 184,065 | 50,635 | 37.9% | $1,162.43万 | 加仓 |
| SVM | Silvercorp Metals Inc | $4,510.09万 | 0.04% | 4,461,020 | 225,860 | 5.3% | $228.34万 | 加仓 |
| RVMD | Revolution Medicines | $4,934.19万 | 0.04% | 263,466 | 76,394 | 40.8% | $1,430.71万 | 加仓 |
| HD | Home Depot | $5,222.20万 | 0.05% | 148,072 | -3,936 | -2.6% | -$138.81万 | 减仓 |
| KO | Coca Cola | $5,341.89万 | 0.05% | 657,301 | -53,566 | -7.5% | -$435.33万 | 减仓 |
| PBR/A | Petrobras Pref ADR | $5,361.93万 | 0.05% | 3,662,521 | -84,058 | -2.2% | -$123.06万 | 减仓 |
| BNTX | BioNTech ADR | $5,512.10万 | 0.05% | 592,380 | -290,192 | -32.9% | -$2,700.24万 | 减仓 |
| SBUX | Starbucks Corp | $5,609.47万 | 0.05% | 548,926 | -76,649 | -12.3% | -$783.28万 | 减仓 |
| ITUB | Itau Unibanco Holding SA-ADR | $5,838.68万 | 0.05% | 7,146,490 | -1,085,485 | -13.2% | -$886.84万 | 减仓 |
| CRCL | Circle Internet Group | $6,116.61万 | 0.06% | 976,627 | 626,266 | 178.7% | $3,922.30万 | 加仓 |
| JKHY | Jack Henry & Associates | $6,398.88万 | 0.06% | 464,562 | -19,197 | -4.0% | -$264.42万 | 减仓 |
| FROG | JFrog Ltd | $6,448.59万 | 0.06% | 709,572 | -306,871 | -30.2% | -$2,788.84万 | 减仓 |
| TME | Tencent Music Entertainment ADR | $7,207.80万 | 0.07% | 8,632,095 | -1,103,819 | -11.3% | -$921.69万 | 减仓 |
| BABA | Alibaba Group Holding Sponsored ADR | $7,640.21万 | 0.07% | 796,021 | 24,019 | 3.1% | $230.53万 | 加仓 |
| PEP | Pepsico | $8,175.21万 | 0.07% | 603,782 | -23,512 | -3.7% | -$318.35万 | 减仓 |
| TFII | TFI International | $8,234.75万 | 0.07% | 572,278 | -324,030 | -36.2% | -$4,662.60万 | 减仓 |
| FAST | Fastenal | $8,567.64万 | 0.08% | 1,783,810 | -67,079 | -3.6% | -$322.18万 | 减仓 |
| RXRX | Recursion Pharmaceuticals Inc | $8,620.06万 | 0.08% | 23,487,907 | -187,500 | -0.8% | -$68.81万 | 减仓 |
| PONY | Pony AI ADR | $8,632.64万 | 0.08% | 12,421,070 | 6,061,602 | 95.3% | $4,212.81万 | 加仓 |
| SVV | Savers Value Village | $8,688.41万 | 0.08% | 8,610,914 | -50,803 | -0.6% | -$51.26万 | 减仓 |
| COUR | Coursera Inc | $8,691.15万 | 0.08% | 15,409,837 | 758,821 | 5.2% | $427.98万 | 加仓 |
| SG | Sweetgreen | $8,947.50万 | 0.08% | 10,156,071 | -159,553 | -1.5% | -$140.57万 | 减仓 |
| MDB | MongoDB Inc | $8,979.65万 | 0.08% | 267,331 | 0 | 0.0% | — | 不变 |
| ADSK | Autodesk | $9,416.89万 | 0.09% | 484,358 | -164,742 | -25.4% | -$3,202.91万 | 减仓 |
| XMTR | Xometry Inc - A | $9,831.22万 | 0.09% | 1,018,568 | -104,245 | -9.3% | -$1,006.17万 | 减仓 |
| LINE | Lineage Inc | $9,839.36万 | 0.09% | 2,274,996 | -280,127 | -11.0% | -$1,211.55万 | 减仓 |
| FIG | Figma Inc | $1.01亿 | 0.09% | 5,569,944 | -5,115 | -0.1% | -$9.25万 | 减仓 |
| CSCO | Cisco Systems | $1.01亿 | 0.09% | 863,626 | -110,338 | -11.3% | -$1,296.03万 | 减仓 |
| INTU | Intuit | $1.02亿 | 0.09% | 391,208 | 216,452 | 123.9% | $5,649.40万 | 加仓 |
| ALAB | Astera Labs | $1.06亿 | 0.10% | 218,430 | -26,698 | -10.9% | -$1,289.57万 | 减仓 |
| BLLN | BillionToOne Inc | $1.08亿 | 0.10% | 901,420 | -358,573 | -28.5% | -$4,302.16万 | 减仓 |
| EW | Edwards Lifesciences Corp | $1.09亿 | 0.10% | 1,208,945 | 768,737 | 174.6% | $6,953.99万 | 加仓 |
| TDW | Tidewater | $1.11亿 | 0.10% | 1,670,774 | 1,015,381 | 154.9% | $6,765.48万 | 加仓 |
| TWST | Twist Bioscience Corp | $1.12亿 | 0.10% | 1,086,779 | -128,372 | -10.6% | -$1,320.69万 | 减仓 |
| WIX | Wix Com | $1.15亿 | 0.10% | 2,542,059 | -177,641 | -6.5% | -$805.96万 | 减仓 |
| ODD | Oddity | $1.17亿 | 0.11% | 7,735,080 | -80,737 | -1.0% | -$122.16万 | 减仓 |
| VST | Vistra Energy | $1.19亿 | 0.11% | 749,397 | 749,397 | — | $1.19亿 | 新建仓 |
| PG | Procter & Gamble | $1.20亿 | 0.11% | 819,509 | -39,817 | -4.6% | -$583.88万 | 减仓 |
| WSC | WillScot Hdgs | $1.21亿 | 0.11% | 4,184,552 | -307,632 | -6.8% | -$887.83万 | 减仓 |
| BBD | Banco Bradesco Pn ADR | $1.21亿 | 0.11% | 34,838,542 | -1,554,613 | -4.3% | -$539.45万 | 减仓 |
| PAYC | Paycom Software | $1.23亿 | 0.11% | 975,398 | -561,880 | -36.6% | -$7,061.71万 | 减仓 |
| BZ | Kanzhun ADR | $1.23亿 | 0.11% | 9,561,126 | -387,852 | -3.9% | -$499.17万 | 减仓 |
| VRTX | Vertex Pharmaceuticals Inc | $1.35亿 | 0.12% | 272,561 | 73,140 | 36.7% | $3,633.08万 | 加仓 |
| VEEV | Veeva Systems Inc Class A | $1.38亿 | 0.13% | 776,918 | 41,937 | 5.7% | $744.26万 | 加仓 |
| ADI | Analog Devices | $1.44亿 | 0.13% | 361,599 | -63,030 | -14.8% | -$2,503.36万 | 减仓 |
| IBN | ICICI Bank ADR | $1.46亿 | 0.13% | 5,020,717 | 107,950 | 2.2% | $313.38万 | 加仓 |
| WDAY | Workday Inc | $1.47亿 | 0.13% | 1,198,691 | -169,287 | -12.4% | -$2,072.41万 | 减仓 |
| ARM | Arm Hdgs ADR | $1.56亿 | 0.14% | 441,365 | -170,532 | -27.9% | -$6,046.55万 | 减仓 |
| COIN | Coinbase Global Inc | $1.58亿 | 0.14% | 1,081,008 | -43,049 | -3.8% | -$629.33万 | 减仓 |
| AVAV | AeroVironment | $1.60亿 | 0.14% | 967,448 | -59,293 | -5.8% | -$978.75万 | 减仓 |
| HDB | HDFC Bank ADR | $1.65亿 | 0.15% | 6,388,689 | -150,261 | -2.3% | -$388.12万 | 减仓 |
| VIST | Vista Energy Sab De Cv ADR | $1.74亿 | 0.16% | 2,727,683 | 1,159,991 | 74.0% | $7,400.74万 | 加仓 |
| YETI | YETI Holdings | $1.78亿 | 0.16% | 3,601,147 | -94,324 | -2.6% | -$467.47万 | 减仓 |
| LMND | Lemonade Inc | $1.79亿 | 0.16% | 2,751,019 | -15,407 | -0.6% | -$100.22万 | 减仓 |
| DKNG | DraftKings Inc | $1.81亿 | 0.16% | 7,176,652 | -36,605 | -0.5% | -$92.46万 | 减仓 |
| GRAB | Grab Holdings | $1.85亿 | 0.17% | 49,095,164 | 2,243,001 | 4.8% | $845.61万 | 加仓 |
| IDXX | Idexx Laboratories Inc | $1.86亿 | 0.17% | 353,797 | 353,797 | — | $1.86亿 | 新建仓 |
| VALE | Vale SA ADR | $1.90亿 | 0.17% | 12,625,977 | 12,625,977 | — | $1.90亿 | 新建仓 |
| NYT | New York Times Co | $1.92亿 | 0.17% | 2,741,277 | -169,951 | -5.8% | -$1,189.32万 | 减仓 |
| BROS | Dutch Bros | $1.97亿 | 0.18% | 2,738,885 | -255,326 | -8.5% | -$1,833.50万 | 减仓 |
| ECL | Ecolab | $2.05亿 | 0.19% | 734,234 | 38,893 | 5.6% | $1,083.60万 | 加仓 |