13FBOX
百利吉福德 · 13F 持仓分析
期权收益计算器 机构排行

百利吉福德

BAILLIE GIFFORD & CONo.106 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1,102.25亿
环比变动 Q1 2026
+$75.48亿+7.4%
持仓股票数
273
新买入
28
加仓
58
减仓
179
清仓
26
持股不变
8
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSpaceXSPCX
7.97%$87.82亿5,139.8万股$00股+5,139.8万股新买入
英伟达NVDA
7.6%6.92%$83.82亿4,188.9万股$71.07亿4,074.9万股+114.0万股+2.80%加仓
亚马逊AMZN
5.82%5.7%$64.16亿2,691.8万股$58.51亿2,809.2万股-117.4万股-4.18%减仓
MERCADOLIBRE COMMELI
4.68%5.44%$51.61亿304.0万股$55.90亿323.3万股-19.3万股-5.96%减仓
SSEA SPONSORD ADSSE
3.34%3.2%$36.81亿3,840.9万股$32.84亿3,965.4万股-124.5万股-3.14%减仓
SPOTIFY TECHNOLOGY SHSSPOT
3.3%3.88%$36.40亿792.8万股$39.85亿821.8万股-29.0万股-3.53%减仓
CloudflareNET
3.25%3.2%$35.81亿1,459.9万股$32.86亿1,592.4万股-132.6万股-8.33%减仓
AAPPLOVINAPP
3.03%2.6%$33.34亿647.2万股$26.67亿670.0万股-22.9万股-3.41%减仓
ShopifySHOP
2.94%3.35%$32.43亿2,840.4万股$34.43亿2,902.2万股-61.8万股-2.13%减仓
NubankNU
2.79%3.45%$30.72亿2.30亿股$35.43亿2.47亿股-1,663.4万股-6.75%减仓
Pdd Holdings Inc ADRPDD
1.84%2.82%$20.29亿2,659.5万股$28.97亿2,835.3万股-175.9万股-6.20%减仓
SSAMSARA INC CLASS AIOT
1.66%1.78%$18.28亿5,635.8万股$18.23亿5,752.4万股-116.5万股-2.03%减仓
Meta平台META
1.64%2.28%$18.03亿320.2万股$23.45亿409.9万股-89.7万股-21.89%减仓
AXON ENTERPRISEAXON
1.56%1.02%$17.15亿305.9万股$10.45亿246.0万股+60.0万股+24.38%加仓
COUPANG INC CLASS ACPNG
1.24%2.22%$13.68亿7,874.4万股$22.78亿1.21亿股-4,191.3万股-34.74%减仓
FERRARI COMRACE
1.2%1.26%$13.24亿357.1万股$12.91亿387.6万股-30.5万股-7.87%减仓
莫德纳MRNA
1.16%0.99%$12.75亿1,820.7万股$10.15亿1,998.6万股-177.9万股-8.90%减仓
DDOORDASHDASH
1.14%1.06%$12.56亿680.9万股$10.87亿724.2万股-43.3万股-5.98%减仓
REDDIT CL ARDDT
1.13%0.96%$12.48亿719.1万股$9.84亿730.9万股-11.8万股-1.61%减仓
NETFLIXNFLX
1.05%2.04%$11.55亿1,617.4万股$20.97亿2,180.6万股-563.2万股-25.83%减仓
ROBLOX CL ARBLX
1.04%1.18%$11.49亿2,112.5万股$12.12亿2,142.3万股-29.8万股-1.39%减仓
AAlphabet Inc Class CGOOG
0.99%0.98%$10.91亿308.8万股$10.04亿349.9万股-41.1万股-11.76%减仓
RROCKET LAB COMRKLB
0.96%1.15%$10.56亿1,038.5万股$11.83亿1,842.8万股-804.4万股-43.65%减仓
微软MSFT
0.92%1.4%$10.12亿271.4万股$14.36亿387.8万股-116.4万股-30.02%减仓
CREDICORPBAP
0.91%0.9%$10.07亿258.6万股$9.26亿272.9万股-14.4万股-5.27%减仓
直觉外科ISRG
0.91%1.15%$10.04亿252.4万股$11.84亿256.8万股-4.3万股-1.68%减仓
谷歌AGOOGL
0.91%0.55%$10.04亿280.9万股$5.60亿194.7万股+86.2万股+44.25%加仓
德康医疗DXCM
0.9%0.95%$9.97亿1,480.2万股$9.80亿1,560.0万股-79.8万股-5.12%减仓
万事达MA
0.8%0.66%$8.87亿172.7万股$6.83亿136.6万股+36.1万股+26.40%加仓
QQXOQXO
0.75%0.26%$8.27亿4,786.8万股$2.65亿1,362.4万股+3,424.4万股+251.34%加仓
EENSIGNENSG
0.73%0.95%$8.06亿502.9万股$9.72亿482.6万股+20.3万股+4.21%加仓
PPETROLEO BRASILEIROPBR
0.71%0.9%$7.86亿4,861.8万股$9.22亿4,443.9万股+418.0万股+9.41%加仓
MAKEMYTRIP LIMITED MAURITIUSMMYT
0.71%0.55%$7.82亿1,467.0万股$5.60亿1,501.3万股-34.3万股-2.28%减仓
RRIVIAN AUTOMOTIVE INC CLASS ARIVN
0.68%0.64%$7.50亿4,321.0万股$6.60亿4,382.2万股-61.1万股-1.39%减仓
ROYAL BK CDA COMRY
0.67%<0.01%$7.40亿357.6万股$1.5万94股+357.6万股+3,803,765.96%加仓
阿里拉姆制药ALNY
0.67%0.8%$7.34亿244.0万股$8.25亿249.4万股-5.4万股-2.16%减仓
SNOWFLAKE COM SHSSNOW
0.6%0.39%$6.58亿258.4万股$4.04亿267.6万股-9.2万股-3.44%减仓
CCRHCRH
0.58%<0.01%$6.41亿599.5万股$4.9万463股+599.4万股+1,294,698.27%加仓
马丁玛丽埃塔MLM
0.52%0.62%$5.72亿99.2万股$6.40亿108.7万股-9.6万股-8.79%减仓
ROYALTY PHARMARPRX
0.51%0.75%$5.62亿1,001.6万股$7.75亿1,615.6万股-614.0万股-38.01%减仓
DDUOLINGODUOL
0.5%0.47%$5.55亿482.4万股$4.81亿487.6万股-5.2万股-1.06%减仓
SYMBOTIC CLASS A COMSYM
0.5%0.65%$5.51亿1,226.4万股$6.64亿1,248.0万股-21.6万股-1.73%减仓
JJOBY AVIATIONJOBY
0.49%0.5%$5.45亿6,113.9万股$5.16亿6,242.0万股-128.1万股-2.05%减仓
EE L F BEAUTYELF
0.47%0.42%$5.22亿704.9万股$4.36亿718.8万股-13.9万股-1.94%减仓
博通AVGO
0.47%0.03%$5.13亿135.8万股$2,962.8万9.6万股+126.2万股+1,318.59%加仓
苹果AAPL
0.46%0.17%$5.09亿176.1万股$1.77亿69.6万股+106.5万股+152.93%加仓
KKASPI KZ JSCKSPI
0.45%0.37%$5.01亿577.9万股$3.79亿512.3万股+65.6万股+12.80%加仓
RRBC BEARINGSRBC
0.44%0.16%$4.90亿76.0万股$1.60亿29.4万股+46.6万股+158.46%加仓
AFFIRM COM CL AAFRM
0.43%0.24%$4.78亿585.7万股$2.43亿530.2万股+55.4万股+10.45%加仓
TTEMPUS AITEM
0.43%0.38%$4.74亿819.0万股$3.91亿864.9万股-45.9万股-5.31%减仓

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