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 |
|---|---|---|---|---|---|---|---|---|
| PEN | Penumbra Inc | $0 | 0.00% | 0 | -840,427 | -100.0% | -$2.76亿 | 清仓 |
| CME | CME Group Inc | $0 | 0.00% | 0 | -430,242 | -100.0% | -$1.27亿 | 清仓 |
| TROW | T. Rowe Price | $0 | 0.00% | 0 | -465,792 | -100.0% | -$4,198.65万 | 清仓 |
| MBLY | Mobileye Global Inc. | $0 | 0.00% | 0 | -4,140,398 | -100.0% | -$2,844.45万 | 清仓 |
| HTFL | HeartFlow | $0 | 0.00% | 0 | -1,084,652 | -100.0% | -$2,638.96万 | 清仓 |
| RAMP | Liveramp Holdings Inc | $0 | 0.00% | 0 | -911,277 | -100.0% | -$2,416.71万 | 清仓 |
| TNDM | Tandem Diabetes Care | $0 | 0.00% | 0 | -1,089,393 | -100.0% | -$2,088.37万 | 清仓 |
| SANA | Sana Biotechnology Inc | $0 | 0.00% | 0 | -6,609,065 | -100.0% | -$1,903.41万 | 清仓 |
| — | Lufax Holding Ltd | $0 | 0.00% | 0 | -8,186,456 | -100.0% | -$1,530.87万 | 清仓 |
| WAB | Wabtec | $0 | 0.00% | 0 | -54,000 | -100.0% | -$1,349.51万 | 清仓 |
| ATR | AptarGroup | $0 | 0.00% | 0 | -72,806 | -100.0% | -$917.50万 | 清仓 |
| SDGR | Schrodinger | $0 | 0.00% | 0 | -801,170 | -100.0% | -$910.13万 | 清仓 |
| MSA | MSA Safety | $0 | 0.00% | 0 | -50,591 | -100.0% | -$829.44万 | 清仓 |
| PGR | Progressive | $0 | 0.00% | 0 | -36,167 | -100.0% | -$716.97万 | 清仓 |
| CGNX | Cognex Corp | $0 | 0.00% | 0 | -128,078 | -100.0% | -$627.45万 | 清仓 |
| SNPS | Synopsys | $0 | 0.00% | 0 | -15,812 | -100.0% | -$626.91万 | 清仓 |
| UNH | UnitedHealth | $0 | 0.00% | 0 | -20,444 | -100.0% | -$553.19万 | 清仓 |
| MKTX | MarketAxess Holdings | $0 | 0.00% | 0 | -29,032 | -100.0% | -$478.97万 | 清仓 |
| CABO | Cable One Convertible 1.125 2028 | $0 | 0.00% | 0 | -6,202,000 | -100.0% | -$478.87万 | 清仓 |
| RXST | RxSight Inc | $0 | 0.00% | 0 | -690,279 | -100.0% | -$425.21万 | 清仓 |
| WRBY | Warby Parker Inc | $0 | 0.00% | 0 | -169,148 | -100.0% | -$356.39万 | 清仓 |
| TTD | The Trade Desk | $0 | 0.00% | 0 | -150,381 | -100.0% | -$341.21万 | 清仓 |
| FRPT | Freshpet Inc | $0 | 0.00% | 0 | -8,464 | -100.0% | -$49.90万 | 清仓 |
| STN | Stantec Inc | $0 | 0.00% | 0 | -413 | -100.0% | -$3.56万 | 清仓 |
| YMM | Full Truck Alliance Co Ltd ADR | $0 | 0.00% | 0 | -1,158 | -100.0% | -$9,611 | 清仓 |
| — | Axia Energia- ADR Pref C | $0 | 0.00% | 0 | -69 | -100.0% | -$753 | 清仓 |
| — | Bolt Projects Holdings Inc. | $62 | 0.00% | 123,290 | 0 | 0.0% | — | 不变 |
| HTHT | Huazhu Group Ltd ADR | $1,043 | 0.00% | 25 | 25 | — | $1,043 | 新建仓 |
| PLTR | Palantir Technologies | $3,267 | 0.00% | 28 | 28 | — | $3,267 | 新建仓 |
| NVO | Novo Nordisk 'B' Adr 1:1 | $3,931 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| QS | QuantumScape Corp | $4,370 | 0.00% | 578 | -1,405,288 | -100.0% | -$1,062.48万 | 减仓 |
| CRWV | CoreWeave | $4,977 | 0.00% | 50 | 50 | — | $4,977 | 新建仓 |
| LITE | Lumentum Holdings | $5,148 | 0.00% | 6 | 6 | — | $5,148 | 新建仓 |
| WSE | Wise Group Plc (US) | $5,169 | 0.00% | 434 | 434 | — | $5,169 | 新建仓 |
| MPWR | Monolithic Power Systems Inc | $6,912 | 0.00% | 5 | 5 | — | $6,912 | 新建仓 |
| VRT | Vertiv Holdings | $7,366 | 0.00% | 22 | 22 | — | $7,366 | 新建仓 |
| MICC | The Magnum Ice Cream Company (US) | $1.08万 | 0.00% | 619 | -45 | -6.8% | -$783 | 减仓 |
| NBIS | NEBIUS GROUP NV | $1.19万 | 0.00% | 43 | 43 | — | $1.19万 | 新建仓 |
| CDNS | Cadence Design Systems | $1.39万 | 0.00% | 37 | -21,321 | -99.8% | -$800.23万 | 减仓 |
| ARGX | Argenx SE - ADR | $1.48万 | 0.00% | 16 | 16 | — | $1.48万 | 新建仓 |
| BE | Bloom Energy | $1.57万 | 0.00% | 52 | 52 | — | $1.57万 | 新建仓 |
| ASX | Ase Technology Holding Co Ltd ADR | $1.63万 | 0.00% | 362 | -62 | -14.6% | -$2,797 | 减仓 |
| MRVL | Marvell Technology Inc | $1.64万 | 0.00% | 55 | 55 | — | $1.64万 | 新建仓 |
| TTE | TotalEnergies SE (US) | $1.66万 | 0.00% | 213 | -17 | -7.4% | -$1,322 | 减仓 |
| LNN | Lindsay Manufacturing Co | $2.01万 | 0.00% | 162 | 25 | 18.2% | $3,095 | 加仓 |
| UL | Unilever Spn.Adr 1:1 | $2.10万 | 0.00% | 350 | -32 | -8.4% | -$1,924 | 减仓 |
| ENPH | Enphase Energy Inc | $2.49万 | 0.00% | 506 | -2,493,841 | -100.0% | -$1.23亿 | 减仓 |
| LRCX | Lam Research Corp | $2.51万 | 0.00% | 58 | 58 | — | $2.51万 | 新建仓 |
| SONY | Sony ADR | $2.98万 | 0.00% | 1,488 | -184 | -11.0% | -$3,691 | 减仓 |
| CRWD | CrowdStrike Holdings | $3.05万 | 0.00% | 40 | -26,811 | -99.9% | -$2,046.08万 | 减仓 |
| DHR | Danaher | $3.14万 | 0.00% | 165 | 165 | — | $3.14万 | 新建仓 |
| NKE | Nike | $3.19万 | 0.00% | 778 | 102 | 15.1% | $4,187 | 加仓 |
| TTEK | Tetra Tech | $3.22万 | 0.00% | 1,114 | -312,451 | -99.6% | -$902.66万 | 减仓 |
| CSL | Carlisle Companies | $3.52万 | 0.00% | 97 | -17,034 | -99.4% | -$617.91万 | 减仓 |
| NXT | Nextracker | $3.74万 | 0.00% | 314 | -106 | -25.2% | -$1.26万 | 减仓 |
| AMAT | Applied Materials | $3.76万 | 0.00% | 52 | 52 | — | $3.76万 | 新建仓 |
| STX | Seagate Technology Holdings | $3.86万 | 0.00% | 40 | 40 | — | $3.86万 | 新建仓 |
| PL | Planet Labs | $4.09万 | 0.00% | 1,234 | -403 | -24.6% | -$1.34万 | 减仓 |
| HUBB | Hubbell | $4.29万 | 0.00% | 82 | 12 | 17.1% | $6,278 | 加仓 |
| FLKR | ETFS Franklin Ftse South Korea Etf | $4.33万 | 0.00% | 658 | -197 | -23.0% | -$1.30万 | 减仓 |
| AMD | Advanced Micro Devices Inc | $4.76万 | 0.00% | 82 | 82 | — | $4.76万 | 新建仓 |
| RIO | Rio Tinto Spn.Adr 1:1 | $4.97万 | 0.00% | 524 | -66 | -11.2% | -$6,265 | 减仓 |
| BIDU | Baidu.com Sponsored ADR | $5.62万 | 0.00% | 492 | 479 | 3,684.6% | $5.47万 | 加仓 |
| ONC | BeOne Medicines Ltd ADR | $6.58万 | 0.00% | 231 | 226 | 4,520.0% | $6.44万 | 加仓 |
| MRSH | Marsh & McLennan | $8.52万 | 0.00% | 511 | -63,897 | -99.2% | -$1,064.97万 | 减仓 |
| MU | Micron Technology | $9.23万 | 0.00% | 80 | 80 | — | $9.23万 | 新建仓 |
| TER | Teradyne | $9.73万 | 0.00% | 201 | 48 | 31.4% | $2.32万 | 加仓 |
| AXIAY | AXIA ENERGIA-ADR | $17.19万 | 0.00% | 16,280 | 15,833 | 3,542.1% | $16.72万 | 加仓 |
| CBRS | Cerebras Systems | $22.10万 | 0.00% | 1,000 | 1,000 | — | $22.10万 | 新建仓 |
| ADBE | Adobe Inc. | $65.01万 | 0.00% | 3,171 | -45,556 | -93.5% | -$933.99万 | 减仓 |
| GNRC | Generac Hdgs | $89.83万 | 0.00% | 3,068 | 3,068 | — | $89.83万 | 新建仓 |
| EIX | Edison International | $124.03万 | 0.00% | 16,660 | -2,240 | -11.9% | -$16.68万 | 减仓 |
| ZG | Zillow Group Inc Class A | $143.80万 | 0.00% | 45,840 | 0 | 0.0% | — | 不变 |
| BUR | Burford Capital | $161.95万 | 0.00% | 395,646 | -2,787 | -0.7% | -$1.14万 | 减仓 |
| AER | AerCap Hdgs | $173.43万 | 0.00% | 11,897 | 1,106 | 10.2% | $16.12万 | 加仓 |
| SUI | Sun Communities Inc REIT | $357.31万 | 0.00% | 29,798 | -8,298 | -21.8% | -$99.50万 | 减仓 |
| PLD | Prologis Inc REIT | $370.59万 | 0.00% | 27,356 | -8,105 | -22.9% | -$109.80万 | 减仓 |
| EXC | Exelon Corporation | $401.66万 | 0.00% | 86,157 | -131,712 | -60.5% | -$614.04万 | 减仓 |
| EH | Ehang Holdings Ltd ADR | $433.60万 | 0.00% | 661,983 | -71,167 | -9.7% | -$46.61万 | 减仓 |
| ATAT | Atour Lifestyle Hdgs ADR | $503.72万 | 0.00% | 158,404 | -4,949 | -3.0% | -$15.74万 | 减仓 |
| BEPC | Brookfield Renewable | $565.70万 | 0.01% | 152,397 | -72,244 | -32.2% | -$268.17万 | 减仓 |
| DOC | Healthpeak Properties Inc REIT | $567.32万 | 0.01% | 265,101 | -69,720 | -20.8% | -$149.20万 | 减仓 |
| DLR | Digital Realty Trust REIT | $594.45万 | 0.01% | 33,102 | -7,495 | -18.5% | -$134.60万 | 减仓 |
| FNV | Franco-Nevada Corp | $607.56万 | 0.01% | 29,148 | 5,430 | 22.9% | $113.18万 | 加仓 |
| VMRK | Equity Residential REIT | $612.33万 | 0.01% | 90,141 | -22,263 | -19.8% | -$151.23万 | 减仓 |
| FTS | Fortis | $643.16万 | 0.01% | 112,306 | -70,238 | -38.5% | -$402.24万 | 减仓 |
| — | Albemarle 7.25 Conv Pref 2027 | $665.44万 | 0.01% | 120,000 | 0 | 0.0% | — | 不变 |
| BRO | Brown & Brown | $676.08万 | 0.01% | 105,391 | -79,772 | -43.1% | -$511.74万 | 减仓 |
| BKNG | Booking Holdings Inc | $677.08万 | 0.01% | 37,987 | -36,013 | -48.7% | -$641.90万 | 减仓 |
| SO | Southern | $711.07万 | 0.01% | 74,294 | -23,476 | -24.0% | -$224.69万 | 减仓 |
| AMT | American Tower Corp REIT | $750.39万 | 0.01% | 45,876 | -4,146 | -8.3% | -$67.82万 | 减仓 |
| BSY | Bentley Systems | $753.64万 | 0.01% | 252,137 | -193,152 | -43.4% | -$577.33万 | 减仓 |
| NEE | NextEra Energy | $797.00万 | 0.01% | 90,806 | -50,809 | -35.9% | -$445.95万 | 减仓 |
| TBBB | BBB Foods | $812.07万 | 0.01% | 194,881 | 30 | 0.0% | $1,250 | 加仓 |
| CP | Canadian Pacific Kansas City Ltd | $857.55万 | 0.01% | 98,947 | 493 | 0.5% | $4.27万 | 加仓 |
| MSI | Motorola Solutions | $859.69万 | 0.01% | 20,701 | -16,627 | -44.5% | -$690.50万 | 减仓 |
| ODFL | Old Dominion Freight Line | $866.18万 | 0.01% | 39,990 | -42,169 | -51.3% | -$913.38万 | 减仓 |
| SPGI | S&P Global Inc | $871.33万 | 0.01% | 21,395 | -18,412 | -46.3% | -$749.85万 | 减仓 |
| ZTS | Zoetis Inc | $996.31万 | 0.01% | 138,646 | -23,585 | -14.5% | -$169.48万 | 减仓 |
| CNP | Centerpoint Energy, Inc. | $1,017.30万 | 0.01% | 230,995 | -97,938 | -29.8% | -$431.32万 | 减仓 |