← 机构持仓

Baillie Gifford

Baillie Gifford & Co数据: SEC EDGAR 13F · 披露截至 2026-08-06 · 13F 为季度快照,SEC 允许最长 45 天延迟披露;机构现仓可能已变,非实时买卖信号。
报告期
2026 Q2
总持仓
$110.2B
总持仓环比 +12.6%
持仓数
273 只
提交日期
2026-08-06
2026-10-08Lam and Alnylam: time well spent这篇讲的是两家公司——Alnylam和Lam Research,它们靠几十年积累的专业知识,建起了别人很难抄的护城河。作者(Baillie Gifford基金)对市场挺乐观,觉得市场低估了这两家公司的长期潜力。Alnylam是搞基因药物的,临床成功率超过50%,远超行业平均的10%,现在正投2.5亿美元扩产,想把技术从罕见病用到高血压(全球14亿患者)。Lam Research是做芯片制造设备的,它的机器一旦嵌入客户工厂就很难换掉,AI…2026-10-01Chinese innovation: what we saw on the ground这篇报告说,中国正在从靠房地产和投资拉动的旧模式,转向靠先进制造和科技自立的新模式。新旧并存导致市场分化,投资不能只看行业热不热,要挑有真正竞争力的公司。作者态度谨慎,认为电动车、机器人等热门行业可能产能过剩。重点提了三个公司:比亚迪管理层每天开会快速响应客户,但电动车行业竞争激烈;小米从宣布造车到量产SU7只用了三年,执行力惊人;瑞幸咖啡2025年推出超90款新品,靠数据快速迭代。2026-09-30Great global growth: private investor forum这篇讲的是Baillie Gifford旗下两个投资策略(Monks和SAINTS)如何寻找被市场低估的机会。他们认为当前市场被被动投资和AI热潮主导,但很多好公司被错杀了。Monks看好NVIDIA(每18个月出新芯片,市场低估了它的持久力),以及Samsara和Shopify(市场觉得它们是AI输家,但实际有独特优势)。SAINTS则偏爱像可口可乐这样今天就能赚钱、还能稳定分红的公司。整体态度是谨慎乐观,觉得市场定价有偏差。2026-09-24Beyond consensus: what is active management for?这篇讲的是主动投资的核心不是比别人知道更多,而是想得不一样、想得更深。作者认为市场太关注表面事件和短期数据,忽略了决定公司长期价值的底层结构。他举了黑莓的例子:当年大家觉得市场快饱和了,其实真正的市场远不止华尔街员工,分母一变,整个故事就不同了。他还反思自己在Peloton上犯了错——把疫情时的临时行为当成了永久变化。重点提到的公司:Shopify(电商背后的交易轨道,AI让购物更碎片化,它的价值反而更高)、Cloudflare(网络流…2026-09-14Edinburgh Worldwide enlightenment: writing the physical layer of AI biology这篇报告说,AI 能快速设计蛋白质药物,但设计出来后需要实际制造和测试,而 Twist Bioscience 的 DNA 合成技术就是做这个的,就像 AI 时代的“工厂”。作者非常看好 Twist,认为 AI 会让药物设计更便宜,但物理合成会成为新瓶颈,Twist 的生意会爆发。重点提了三个标的:Twist Bioscience(AI 相关订单从几乎为零涨到预计 2027 年超 1 亿美元,增长很快);Anthropic(用 AI 设计…2026-09-11Moderna: the next act这篇讲的是投资机构Baillie Gifford对Moderna的看法。他们承认在新冠期间对Moderna过于乐观,曾幻想它成为万亿美元公司,结果股价从高点暴跌95%,几乎回到买入价。现在他们谨慎乐观:2026年8月Moderna的个性化癌症治疗(Intismeran)在黑色素瘤试验中成功,证明mRNA技术不只做疫苗。他们当天就卖掉一半Moderna股票(减仓),把赚的钱投到别处。重点提了Moderna(股价暴跌后靠癌症治疗翻身)、In…
年份
季度
新建仓 28 只 · 加仓 56 只 · 减仓 177 只 · 最大加仓 RY >+999%
#公司名称报告期价今日价持仓市值占比 %股数(季比)变动幅度 %
1
Space Exploration Technologies Corp
SPCX
$170.86
—
$8.78B
7.97%
51.40M
新建仓
2
Nvidia
NVDA
$200.09
—
$8.38B
7.6%
41.89M
40.75M
+2.8%
+1.14M 股
3
Amazon.com
AMZN
$238.34
—
$6.42B
5.82%
26.92M
28.09M
-4.18%
-1.17M 股
4
Mercadolibre
MLB1
$1697.39
—
$5.16B
4.68%
3.04M
3.23M
-5.96%
-193K 股
5
Sea Ltd Adr
SE
$95.83
—
$3.68B
3.34%
38.41M
39.65M
-3.14%
-1.24M 股
6
Spotify Technology Sa
SPOT
$459.13
—
$3.64B
3.3%
7.93M
8.22M
-3.53%
-290K 股
7
Cloudflare Inc
NET
$245.28
—
$3.58B
3.25%
14.60M
15.92M
-8.33%
-1.33M 股
8
Applovin
APP
$515.23
—
$3.33B
3.03%
6.47M
6.70M
-3.41%
-229K 股
9
Shopify 'a'
SHOP
$114.18
—
$3.24B
2.94%
28.40M
29.02M
-2.13%
-618K 股
10
Nu Holdings Ltd.
NU
$13.36
—
$3.07B
2.79%
229.93M
246.56M
-6.75%
-16.63M 股
11
Pdd Holdings Inc
PDD
$76.28
—
$2.03B
1.84%
26.59M
28.35M
-6.2%
-1.76M 股
12
Samsara
IOT
$32.43
—
$1.83B
1.66%
56.36M
57.52M
-2.03%
-1.17M 股
13
Meta Platforms Inc
META
$563.29
—
$1.80B
1.64%
3.20M
4.10M
-21.89%
-897K 股
14
Axon Enterprise Inc
AXON
$560.61
—
$1.72B
1.56%
3.06M
2.46M
+24.38%
+600K 股
15
Coupang
CPNG
$17.37
—
$1.37B
1.24%
78.74M
120.66M
-34.74%
-41.91M 股
16
Ferrari Adr
RACE
$370.83
—
$1.32B
1.2%
3.57M
3.88M
-7.87%
-305K 股
17
Moderna Inc
MRNA
$70.03
—
$1.28B
1.16%
18.21M
19.99M
-8.9%
-1.78M 股
18
Doordash Inc
DASH
$184.53
—
$1.26B
1.14%
6.81M
7.24M
-5.98%
-433K 股
19
Reddit
RDDT
$173.58
—
$1.25B
1.13%
7.19M
7.31M
-1.61%
-118K 股
20
Netflix Inc
NFLX
$71.4
—
$1.15B
1.05%
16.17M
21.81M
-25.83%
-5.63M 股
21
Roblox
RBLX
$54.38
—
$1.15B
1.04%
21.12M
21.42M
-1.39%
-298K 股
22
Alphabet Inc Class C
GOOG
$353.33
—
$1.09B
0.99%
3.09M
3.50M
-11.76%
-411K 股
23
Rocket Lab Corp
RKLB
$101.65
—
$1.06B
0.96%
10.38M
18.43M
-43.65%
-8.04M 股
24
Microsoft
MSFT
$373.02
—
$1.01B
0.92%
2.71M
3.88M
-30.02%
-1.16M 股
25
Credicorp
BAP
$389.58
—
$1.01B
0.91%
2.59M
2.73M
-5.27%
-144K 股
26
Intuitive Surgical
ISRG
$397.68
—
$1.00B
0.91%
2.52M
2.57M
-1.68%
-43K 股
27
Alphabet Inc Class A
GOOGL
$357.37
—
$1.00B
0.91%
2.81M
1.95M
+44.25%
+862K 股
28
Dexcom Inc
DC4
$67.35
—
$997M
0.9%
14.80M
15.60M
-5.12%
-798K 股
29
Mastercard Inc-class A
MA
$513.6
—
$887M
0.8%
1.73M
1.37M
+26.4%
+361K 股
30
Qxo
QXO
$17.28
—
$827M
0.75%
47.87M
13.62M
+251.34%
+34.24M 股
31
The Ensign Group
ENSG
$160.3
—
$806M
0.73%
5.03M
4.83M
+4.21%
+203K 股
32
Petrobras Common Adr
PBR
$16.16
—
$786M
0.71%
48.62M
44.44M
+9.41%
+4.18M 股
33
Makemytrip
MMYT
$53.29
—
$782M
0.71%
14.67M
15.01M
-2.28%
-343K 股
34
Rivian Automotive Inc
RIVN
$17.35
—
$750M
0.68%
43.21M
43.82M
-1.39%
-611K 股
35
The Royal Bank Of Canada
RY
$207
—
$740M
0.67%
3.58M
94
>+999%
+3.58M 股
36
Alnylam Pharmaceuticals
ALNY
$301.03
—
$734M
0.67%
2.44M
2.49M
-2.16%
-54K 股
37
Snowflake Inc
SNOW
$254.5
—
$658M
0.6%
2.58M
2.68M
-3.44%
-92K 股
38
Crh Plc
CRH
$107
—
$641M
0.58%
5.99M
463
>+999%
+5.99M 股
39
Martin Marietta Materials
MLM
$576.7
—
$572M
0.52%
992K
1.09M
-8.79%
-96K 股
40
Royalty Pharma
RPRX
$56.07
—
$562M
0.51%
10.02M
16.16M
-38.01%
-6.14M 股
41
Duolingo Inc
DUOL
$115.02
—
$555M
0.5%
4.82M
4.88M
-1.06%
-52K 股
42
Symbotic
SYM
$44.95
—
$551M
0.5%
12.26M
12.48M
-1.73%
-216K 股
43
Joby Aviation Inc
JOBY
$8.92
—
$545M
0.49%
61.14M
62.42M
-2.05%
-1.28M 股
44
E.l.f. Beauty
ELF
$74
—
$522M
0.47%
7.05M
7.19M
-1.94%
-139K 股
45
Broadcom Inc
AVGO
$377.75
—
$513M
0.47%
1.36M
96K
>+999%
+1.26M 股
46
Apple
AAPL
$289.36
—
$509M
0.46%
1.76M
696K
+152.93%
+1.06M 股
47
Kaspi.kz Adr
KSPI
$86.64
—
$501M
0.45%
5.78M
5.12M
+12.8%
+656K 股
48
Rbc Bearings
RBC
$644.06
—
$490M
0.44%
760K
294K
+158.46%
+466K 股
49
Affirm Holdings Inc Class A
AFRM
$81.55
—
$478M
0.43%
5.86M
5.30M
+10.45%
+554K 股
50
Tempus Ai Inc
TEM
$57.93
—
$474M
0.43%
8.19M
8.65M
-5.31%
-459K 股
51
Watsco Inc
WSO-B
$416.73
—
$471M
0.43%
1.13M
1.14M
-0.68%
-8K 股
52
Texas Instruments
TXN
$298.07
—
$461M
0.42%
1.55M
2.04M
-24.14%
-492K 股
53
Tsmc Adr
TSM
$477.57
—
$459M
0.42%
961K
1.28M
-25.07%
-322K 股
54
Medline Inc
MDLN
$39.44
—
$447M
0.41%
11.34M
9.98M
+13.71%
+1.37M 股
55
Msci
MSCI
$560.04
—
$446M
0.4%
796K
852K
-6.58%
-56K 股
56
Service Corp.intl.
SCI
$75.96
—
$422M
0.38%
5.55M
8.61M
-35.46%
-3.05M 股
57
Comfort Systems Usa
FIX
$1981.95
—
$421M
0.38%
213K
225K
-5.54%
-12K 股
58
Elevance Health Inc
ANTM
$386.73
—
$419M
0.38%
1.08M
1.17M
-7.64%
-90K 股
59
Ryanair Adr
RYAOF
$64.75
—
$397M
0.36%
6.14M
9.23M
-33.48%
-3.09M 股
60
Copa Holdings S A
CPA
$155.57
—
$382M
0.35%
2.46M
2.58M
-4.87%
-126K 股
61
Aurora Innovation Class A Common
AUROW
$6.82
—
$376M
0.34%
55.18M
73.26M
-24.68%
-18.08M 股
62
Costar Group
CSGP
$28.32
—
$373M
0.34%
13.15M
13.61M
-3.36%
-457K 股
63
Philip Morris Intl
PM
$180.91
—
$354M
0.32%
1.96M
1.64M
+19.05%
+313K 股
64
Datadog
DDOG
$260.36
—
$351M
0.32%
1.35M
3.08M
-56.28%
-1.73M 股
65
Sqm Adr
SQM
$74.04
—
$350M
0.32%
4.73M
5.71M
-17.1%
-976K 股
66
Cullen/frost Bankers
CFR
$154.52
—
$345M
0.31%
2.23M
新建仓
67
Guardant Health
GH
$150.03
—
$343M
0.31%
2.28M
3.86M
-40.81%
-1.57M 股
68
Fomento Economico Mexicano Sab Adr
FMX
$127.9
—
$342M
0.31%
2.67M
3.04M
-11.97%
-364K 股
69
Dollar General Corp
DG
$115.11
—
$334M
0.3%
2.90M
3.15M
-8.09%
-255K 股
70
Moody's Corp
MCO
$452.92
—
$325M
0.29%
718K
764K
-6.07%
-46K 股
71
Autozone
AZO
$3195.94
—
$324M
0.29%
101K
80K
+26.33%
+21K 股
72
Thermo Fisher Scientific
TMO
$501.36
—
$324M
0.29%
646K
698K
-7.56%
-53K 股
73
On Semiconductor Corp
ON
$94.54
—
$324M
0.29%
3.42M
4.29M
-20.14%
-863K 股
74
Eog Resources
EOG
$129.73
—
$318M
0.29%
2.45M
2.72M
-9.86%
-268K 股
75
Cbre Group Inc
CBRE
$134.69
—
$311M
0.28%
2.31M
2.49M
-7.12%
-177K 股
76
Insulet
PODD
$152.25
—
$311M
0.28%
2.04M
2.03M
+0.63%
+13K 股
77
Markel Corp
MKL
$1953.01
—
$308M
0.28%
158K
175K
-9.79%
-17K 股
78
Denali Therapeutics
DNLI
$25.72
—
$308M
0.28%
11.96M
12.07M
-0.88%
-106K 股
79
Tesla Inc
TSLA
$420.6
—
$307M
0.28%
731K
1.30M
-43.89%
-572K 股
80
Sharkninja
SN
$152.27
—
$291M
0.26%
1.91M
1.94M
-1.4%
-27K 股
81
Eqt Corp
EQT
$53.17
—
$291M
0.26%
5.47M
3.93M
+39.21%
+1.54M 股
82
Advanced Drainage Systems
WMS
$156.96
—
$288M
0.26%
1.84M
2.05M
-10.36%
-212K 股
83
Kla Corp
KLAC
$301.71
—
$286M
0.26%
947K
新建仓
84
Atlassian Corp Plc
TEAM1EUR
$77.79
—
$285M
0.26%
3.66M
9.96M
-63.28%
-6.31M 股
85
Remitly Global Inc
RELY
$22.41
—
$278M
0.25%
12.38M
11.82M
+4.78%
+565K 股
86
Deere & Co
DE
$634.33
—
$272M
0.25%
428K
505K
-15.24%
-77K 股
87
Wayfair Inc Class A
W
$92.42
—
$260M
0.24%
2.81M
2.86M
-1.77%
-51K 股
88
Eaton
ETN
$426.12
—
$255M
0.23%
599K
617K
-2.99%
-18K 股
89
United Therapeutics
UTH
$541.83
—
$253M
0.23%
467K
428K
+9.13%
+39K 股
90
Uber Technologies
UBER
$72.16
—
$251M
0.23%
3.48M
3.67M
-5.17%
-190K 股
91
Medpace Holdings
MEDP
$529.59
—
$251M
0.23%
473K
503K
-5.96%
-30K 股
92
Brookfield Corp
BN
$42.59
—
$249M
0.23%
5.84M
6.62M
-11.75%
-778K 股
93
Freeport-mcmoran Copper
FCX
$62.89
—
$237M
0.21%
3.76M
3.99M
-5.64%
-225K 股
94
Illumina
ILMN
$175.83
—
$235M
0.21%
1.34M
1.54M
-12.98%
-199K 股
95
Fabrinet
FN
$562.08
—
$233M
0.21%
415K
460K
-9.86%
-45K 股
96
Brunswick Corp
BC
$84.24
—
$231M
0.21%
2.74M
2.89M
-5.21%
-151K 股
97
Knife River
KNF
$83.65
—
$229M
0.21%
2.74M
2.67M
+2.66%
+71K 股
98
Block Inc
XYZ
$76
—
$219M
0.2%
2.89M
2.67M
+8.26%
+220K 股
99
Sunbelt Rentals Holdings Inc
SUNB
$72.95
—
$215M
0.2%
2.95M
3.11M
-5.25%
-163K 股
100
Ecolab
ECL
$278.61
—
$205M
0.19%
734K
695K
+5.59%
+39K 股
101
Dutch Bros
BROS
$71.81
—
$197M
0.18%
2.74M
2.99M
-8.53%
-255K 股
102
New York Times Co
NYT
$69.98
—
$192M
0.17%
2.74M
2.91M
-5.84%
-170K 股
103
Vale Sa Adr
VALE
$15.04
—
$190M
0.17%
12.63M
新建仓
104
Idexx Laboratories Inc
IDXX
$526.44
—
$186M
0.17%
354K
新建仓
105
Grab Holdings
GRAB
$3.77
—
$185M
0.17%
49.10M
46.85M
+4.79%
+2.24M 股
106
Draftkings Inc
DKNG
$25.26
—
$181M
0.16%
7.18M
7.21M
-0.51%
-37K 股
107
Lemonade Inc
LMND
$65.05
—
$179M
0.16%
2.75M
2.77M
-0.56%
-15K 股
108
Yeti Holdings
YETI
$49.56
—
$178M
0.16%
3.60M
3.70M
-2.55%
-94K 股
109
Vista Energy Sab De Cv Adr
VIST
$63.8
—
$174M
0.16%
2.73M
1.57M
+73.99%
+1.16M 股
110
Hdfc Bank Adr
HDB
$25.83
—
$165M
0.15%
6.39M
6.54M
-2.3%
-150K 股
111
Aerovironment
JPX
$165.07
—
$160M
0.14%
967K
1.03M
-5.77%
-59K 股
112
Coinbase Global Inc
COIN
$146.19
—
$158M
0.14%
1.08M
1.12M
-3.83%
-43K 股
113
Arm Hdgs Adr
ARM
$354.57
—
$156M
0.14%
441K
612K
-27.87%
-171K 股
114
Workday Inc
WDAY
$122.42
—
$147M
0.13%
1.20M
1.37M
-12.37%
-169K 股
115
Icici Bank Adr
IBN
$29.03
—
$146M
0.13%
5.02M
4.91M
+2.2%
+108K 股
116
Analog Devices
ADI
$397.17
—
$144M
0.13%
362K
425K
-14.84%
-63K 股
117
Veeva Systems Inc Class A
VEEV
$177.47
—
$138M
0.13%
777K
735K
+5.71%
+42K 股
118
Vertex Pharmaceuticals Inc
VRTX
$496.73
—
$135M
0.12%
273K
199K
+36.68%
+73K 股
119
Kanzhun Adr
BZ
$12.87
—
$123M
0.11%
9.56M
9.95M
-3.9%
-388K 股
120
Paycom Software
PAYC
$125.68
—
$123M
0.11%
975K
1.54M
-36.55%
-562K 股
121
Banco Bradesco Pn Adr
BBD
$3.47
—
$121M
0.11%
34.84M
36.39M
-4.27%
-1.55M 股
122
Willscot Hdgs
WSC
$28.86
—
$121M
0.11%
4.18M
4.49M
-6.85%
-308K 股
123
Procter & Gamble
PG
$146.64
—
$120M
0.11%
820K
859K
-4.63%
-40K 股
124
Vistra Energy
VST
$158.63
—
$119M
0.11%
749K
新建仓
125
Oddity
ODD
$15.13
—
$117M
0.11%
7.74M
7.82M
-1.03%
-81K 股
126
Wix Com
WIX
$45.37
—
$115M
0.1%
2.54M
2.72M
-6.53%
-178K 股
127
Twist Bioscience Corp
TWST
$102.88
—
$112M
0.1%
1.09M
1.22M
-10.56%
-128K 股
128
Tidewater
TDGMW
$66.63
—
$111M
0.1%
1.67M
655K
+154.93%
+1.02M 股
129
Edwards Lifesciences Corp
EW
$90.46
—
$109M
0.1%
1.21M
440K
+174.63%
+769K 股
130
Billiontoone Inc
BLLN
$119.98
—
$108M
0.1%
901K
1.26M
-28.46%
-359K 股
131
Astera Labs
ALAB
$483.02
—
$106M
0.1%
218K
245K
-10.89%
-27K 股
132
Intuit
INTU
$261
—
$102M
0.09%
391K
175K
+123.86%
+216K 股
133
Cisco Systems
CTAS
$117.46
—
$101M
0.09%
864K
974K
-11.33%
-110K 股
134
Figma Inc
FIG
$18.09
—
$101M
0.09%
5.57M
5.58M
—
135
Lineage Inc
LINE
$43.25
—
$98M
0.09%
2.27M
2.56M
-10.96%
-280K 股
136
Xometry Inc - A
XMTR
$96.52
—
$98M
0.09%
1.02M
1.12M
-9.28%
-104K 股
137
Autodesk
ADSK
$194.42
—
$94M
0.09%
484K
649K
-25.38%
-165K 股
138
Mongodb Inc
MDB
$335.9
—
$90M
0.08%
267K
267K
—
139
Sweetgreen
SG
$8.81
—
$89M
0.08%
10.16M
10.32M
-1.55%
-160K 股
140
Coursera Inc
COUR
$5.64
—
$87M
0.08%
15.41M
14.65M
+5.18%
+759K 股
141
Savers Value Village
SVV
$10.09
—
$87M
0.08%
8.61M
8.66M
-0.59%
-51K 股
142
Pony Ai Adr
PONY
$6.95
—
$86M
0.08%
12.42M
6.36M
+95.32%
+6.06M 股
143
Recursion Pharmaceuticals Inc
RXRX
$3.67
—
$86M
0.08%
23.49M
23.68M
-0.79%
-188K 股
144
Fastenal
FAST
$48.03
—
$86M
0.08%
1.78M
1.85M
-3.62%
-67K 股
145
Tfi International
TFII
$143.89
—
$82M
0.07%
572K
896K
-36.15%
-324K 股
146
Pepsico
PEP
$135.4
—
$82M
0.07%
604K
627K
-3.75%
-24K 股
147
Alibaba Group Holding Sponsored Adr
BABA
$95.98
—
$76M
0.07%
796K
772K
+3.11%
+24K 股
148
Tencent Music Entertainment Adr
TME
$8.35
—
$72M
0.07%
8.63M
9.74M
-11.34%
-1.10M 股
149
Jfrog Ltd
FROG
$90.88
—
$64M
0.06%
710K
1.02M
-30.19%
-307K 股
150
Jack Henry & Associates
JKHY
$137.74
—
$64M
0.06%
465K
484K
-3.97%
-19K 股
151
Circle Internet Group
CRCL
$62.63
—
$61M
0.06%
977K
350K
+178.75%
+626K 股
152
Itau Unibanco Holding Sa-adr
BVXB
$8.17
—
$58M
0.05%
7.15M
8.23M
-13.19%
-1.09M 股
153
Starbucks Corp
SBUX
$102.19
—
$56M
0.05%
549K
626K
-12.25%
-77K 股
154
Biontech Adr
BNTX
$93.05
—
$55M
0.05%
592K
883K
-32.88%
-290K 股
155
Petrobras Pref Adr
PJX
$14.64
—
$54M
0.05%
3.66M
3.75M
-2.24%
-84K 股
156
Coca Cola
KO
$81.27
—
$53M
0.05%
657K
711K
-7.54%
-54K 股
157
Home Depot
HD
$352.68
—
$52M
0.05%
148K
152K
-2.59%
-4K 股
158
Revolution Medicines
RVMD
$187.28
—
$49M
0.04%
263K
187K
+40.84%
+76K 股
159
Silvercorp Metals Inc
SVM
$10.11
—
$45M
0.04%
4.46M
4.24M
+5.33%
+226K 股
160
Aj Gallagher & Co
AJG
$229.57
—
$42M
0.04%
184K
133K
+37.95%
+51K 股
161
Accenture 'a'
ACN
$124.44
—
$41M
0.04%
328K
343K
-4.26%
-15K 股
162
Albemarle Corp
ALB
$135.03
—
$40M
0.04%
297K
319K
-6.91%
-22K 股
163
Futu Hdgs Adr
FUTU
$93.74
—
$39M
0.04%
415K
402K
+3.33%
+13K 股
164
American Superconductor Corp
AMSC
$41.51
—
$39M
0.04%
933K
1.45M
-35.52%
-514K 股
165
Upstart Holdings
UPST
$35.43
—
$38M
0.03%
1.08M
1.11M
-2.27%
-25K 股
166
Medtronic
MDT
$78.23
—
$36M
0.03%
464K
457K
+1.45%
+7K 股
167
Paychex
PAYX
$98.33
—
$34M
0.03%
349K
324K
+7.79%
+25K 股
168
Iren
IREN
$45.73
—
$34M
0.03%
747K
829K
-9.94%
-82K 股
169
Dlocal
DLO
$12.99
—
$33M
0.03%
2.55M
2.89M
-11.79%
-341K 股
170
Rubrik
RBRK
$80.28
—
$31M
0.03%
388K
165K
+135.01%
+223K 股
171
Progyny
PGNY
$28.83
—
$31M
0.03%
1.08M
1.22M
-11.64%
-142K 股
172
Mcdonald's
MCD
$270.31
—
$30M
0.03%
111K
119K
-7.01%
-8K 股
173
Zillow Group Inc Class C
Z
$31.52
—
$27M
0.02%
856K
966K
-11.32%
-109K 股
174
Hims & Hers Health
HIMS
$34.67
—
$26M
0.02%
750K
新建仓
175
Pdf Solutions
PDFS
$70.79
—
$24M
0.02%
345K
新建仓
176
Ginkgo Bioworks Holdings Inc
DNA
$9.91
—
$24M
0.02%
2.39M
2.39M
—
177
Impinj
PI
$143.23
—
$22M
0.02%
156K
174K
-10.42%
-18K 股
178
Universal Technical Institute
UTI
$42.77
—
$22M
0.02%
508K
567K
-10.44%
-59K 股
179
Kornit Digital
KRNT
$16.25
—
$21M
0.02%
1.30M
1.50M
-13.27%
-199K 股
180
Procept Biorobotics
PRCT
$22.58
—
$21M
0.02%
912K
974K
-6.34%
-62K 股
181
Mp Materials
MP
$56.01
—
$20M
0.02%
357K
454K
-21.24%
-96K 股
182
Aehr Test Systems
AEHR
$96.06
—
$20M
0.02%
204K
1.00M
-79.63%
-797K 股
183
Infosys Ltd Adr
INFY
$10.49
—
$19M
0.02%
1.84M
1.85M
—
184
Ipg Photonics Corp
IPGP
$117.32
—
$19M
0.02%
160K
269K
-40.41%
-109K 股
185
Kratos Defense & Security
KTOS
$49.86
—
$18M
0.02%
362K
268K
+35.41%
+95K 股
186
Transmedics Group
TMDX
$66.42
—
$18M
0.02%
268K
305K
-12.21%
-37K 股
187
Stoke Therapeutics
STOK
$32.72
—
$17M
0.02%
517K
575K
-10.07%
-58K 股
188
Appian Corp
APPN
$22.9
—
$17M
0.02%
735K
906K
-18.85%
-171K 股
189
Novocure Ltd
NVCR
$15.15
—
$14M
0.01%
952K
1.07M
-11.15%
-120K 股
190
Berkshire Hathaway B
BRK.B
$500.39
—
$14M
0.01%
29K
新建仓
191
Chime Financial Inc
CHYM
$20.48
—
$14M
0.01%
679K
679K
—
192
Amplitude
AMPL
$7.65
—
$14M
0.01%
1.78M
2.63M
-32.44%
-855K 股
193
Doximity Inc
DOCS
$20.74
—
$13M
0.01%
644K
3.84M
-83.24%
-3.20M 股
194
Merlin Inc
MRLN
$5.69
—
$11M
0.01%
2.02M
2.02M
—
195
Monster Beverage
MNST
$96.12
—
$11M
0.01%
117K
204K
-42.69%
-87K 股
196
Banco De Chile Adr
G4RA
$39.76
—
$11M
0.01%
274K
274K
—
197
Beam Therapeutics
BEAM
$34.32
—
$11M
0.01%
314K
386K
-18.57%
-72K 股
198
Intel Corporation
INTC
$139.63
—
$11M
0.01%
75K
469
>+999%
+75K 股
199
Wec Energy Group
WEC
$116.77
—
$10M
0.01%
88K
95K
-7.67%
-7K 股
200
Centerpoint Energy, Inc.
CNP
$44.04
—
$10M
0.01%
231K
329K
-29.77%
-98K 股
201
Zoetis Inc
ZTS
$71.86
—
$10M
0.01%
139K
162K
-14.54%
-24K 股
202
S&p Global Inc
SPGI
$407.26
—
$9M
0.01%
21K
40K
-46.25%
-18K 股
203
Old Dominion Freight Line
ODFL
$216.6
—
$9M
0.01%
40K
82K
-51.33%
-42K 股
204
Motorola Solutions
MSI
$415.29
—
$9M
0.01%
21K
37K
-44.54%
-17K 股
205
Canadian Pacific Kansas City Ltd
CP
$86.67
—
$9M
0.01%
99K
98K
+0.5%
+493 股
206
Bbb Foods
TBBB
$41.67
—
$8M
0.01%
195K
195K
—
207
Nextera Energy
NEE
$87.77
—
$8M
0.01%
91K
142K
-35.88%
-51K 股
208
Bentley Systems
BSY
$29.89
—
$8M
0.01%
252K
445K
-43.38%
-193K 股
209
American Tower Corp Reit
AMT
$163.57
—
$8M
0.01%
46K
50K
-8.29%
-4K 股
210
Southern
SO
$95.71
—
$7M
0.01%
74K
98K
-24.01%
-23K 股
211
Booking Holdings Inc
BKNG
$178.24
—
$7M
0.01%
38K
3K
>+999%
+35K 股
212
Brown & Brown
BRO
$64.15
—
$7M
0.01%
105K
185K
-43.08%
-80K 股
213
Albemarle 7.25 Conv Pref 2027
ALB 7.25 03/01/27
$55.45
—
$7M
0.01%
120K
120K
—
214
Fortis
FTS
$57.27
—
$6M
0.01%
112K
183K
-38.48%
-70K 股
215
Equity Residential Reit
EQR
$67.93
—
$6M
0.01%
90K
112K
-19.81%
-22K 股
216
Franco-nevada Corp
FNV
$208.44
—
$6M
0.01%
29K
24K
+22.89%
+5K 股
217
Digital Realty Trust Reit
FQI
$179.58
—
$6M
0.01%
33K
41K
-18.46%
-7K 股
218
Healthpeak Properties Inc Reit
DOC
$21.4
—
$6M
0.01%
265K
335K
-20.82%
-70K 股
219
Brookfield Renewable
BEPC
$37.12
—
$6M
0.01%
152K
225K
-32.16%
-72K 股
220
Atour Lifestyle Hdgs Adr
ATAT
$31.8
—
$5M
0%
158K
163K
-3.03%
-5K 股
221
Ehang Holdings Ltd Adr
EH
$6.55
—
$4M
0%
662K
733K
-9.71%
-71K 股
222
Exelon Corporation
PEO
$46.62
—
$4M
0%
86K
218K
-60.45%
-132K 股
223
Prologis Inc Reit
PLD
$135.47
—
$4M
0%
27K
35K
-22.86%
-8K 股
224
Sun Communities Inc Reit
SUI
$119.91
—
$4M
0%
30K
38K
-21.78%
-8K 股
225
Aercap Hdgs
AER
$145.78
—
$2M
0%
12K
11K
+10.25%
+1K 股
226
Burford Capital
BUR
$4.09
—
$2M
0%
396K
398K
-0.7%
-3K 股
227
Zillow Group Inc Class A
ZG
$31.37
—
$1M
0%
46K
46K
—
228
Edison International
EIX
$74.45
—
$1M
0%
17K
19K
-11.85%
-2K 股
229
Generac Hdgs
GNRC
$292.81
—
$1M
0%
3K
新建仓
230
Adobe Inc.
ADBE
$205.02
—
$1M
0%
3K
49K
-93.49%
-46K 股
231
Cerebras Systems
CBRS
$221
—
$0M
0%
1K
新建仓
232
Axia Energia-adr
AXIA
$10.56
—
$0M
0%
16K
447
>+999%
+16K 股
233
Teradyne
TER
$483.84
—
$0M
0%
201
153
+31.37%
+48 股
234
Micron Technology
MU
$1154.29
—
$0M
0%
80
新建仓
235
Marsh & Mclennan
MMC
$166.67
—
$0M
0%
511
64K
-99.21%
-64K 股
236
Beone Medicines Ltd Adr
ONC
$284.97
—
$0M
0%
231
5
>+999%
+226 股
237
Baidu.com Sponsored Adr
BAC
$114.29
—
$0M
0%
492
13
>+999%
+479 股
238
Rio Tinto Spn.adr 1:1
RIO
$94.93
—
$0M
0%
524
590
-11.19%
-66 股
239
Advanced Micro Devices Inc
AMD
$580.91
—
$0M
0%
82
新建仓
240
Etfs Franklin Ftse South Korea Etf
FLKR
$65.75
—
$0M
0%
658
855
-23.04%
-197 股
241
Hubbell
HUBB
$523.2
—
$0M
0%
82
70
+17.14%
+12 股
242
Planet Labs
PL
$33.13
—
$0M
0%
1K
2K
-24.62%
-403 股
243
Seagate Technology Holdings
STX
$965
—
$0M
0%
40
新建仓
244
Applied Materials
AMAT
$723
—
$0M
0%
52
新建仓
245
Nextracker
NXT
$119.14
—
$0M
0%
314
420
-25.24%
-106 股
246
Carlisle Companies
CSL
$362.75
—
$0M
0%
97
17K
-99.43%
-17K 股
247
Tetra Tech
TTEK
$28.89
—
$0M
0%
1K
314K
-99.64%
-312K 股
248
Nike
NKE
$41.05
—
$0M
0%
778
676
+15.09%
+102 股
249
Danaher
DHR
$190.48
—
$0M
0%
165
新建仓
250
Crowdstrike Holdings
CRWD
$763.15
—
$0M
0%
40
27K
-99.85%
-27K 股
251
Sony Adr
SNEJF
$20.06
—
$0M
0%
1K
2K
-11%
-184 股
252
Lam Research Corp
LRCX
$433.33
—
$0M
0%
58
新建仓
253
Enphase Energy Inc
ENPH
$49.24
—
$0M
0%
506
2.49M
-99.98%
-2.49M 股
254
Unilever Spn.adr 1:1
UL
$60.12
—
$0M
0%
350
382
-8.38%
-32 股
255
Lindsay Manufacturing Co
LNN
$123.8
—
$0M
0%
162
137
+18.25%
+25 股
256
Totalenergies Se (us)
$77.76
—
$0M
0%
213
230
-7.39%
-17 股
257
Marvell Technology Inc
MRVL
$297.89
—
$0M
0%
55
新建仓
258
Ase Technology Holding Co Ltd Adr
ASX
$45.12
—
$0M
0%
362
424
-14.62%
-62 股
259
Bloom Energy
BE
$302.69
—
$0M
0%
52
新建仓
260
Argenx Se - Adr
ARGX
$927.75
—
$0M
0%
16
新建仓
261
Cadence Design Systems
CDNS
$375.32
—
$0M
0%
37
21K
-99.83%
-21K 股
262
Nebius Group Nv
$276.16
—
$0M
0%
43
新建仓
263
The Magnum Ice Cream Company (us)
WALL
$17.41
—
$0M
0%
619
664
-6.78%
-45 股
264
Vertiv Holdings
VRT
$334.82
—
$0M
0%
22
新建仓
265
Monolithic Power Systems Inc
MPWR
$1382.4
—
$0M
0%
5
新建仓
266
Wise Group Plc (us)
$11.91
—
$0M
0%
434
新建仓
267
Lumentum Holdings
LITE
$858
—
$0M
0%
6
新建仓
268
Coreweave
CRWV
$99.54
—
$0M
0%
50
新建仓
269
Quantumscape Corp
QS
$7.56
—
$0M
0%
578
1.41M
-99.96%
-1.41M 股
270
Novo Nordisk 'b' Adr 1:1
NVO
$47.94
—
$0M
0%
82
82
—
271
Palantir Technologies
PLTR
$116.68
—
$0M
0%
28
新建仓
272
Huazhu Group Ltd Adr
HTHT
$41.72
—
$0M
0%
25
新建仓
273
Bolt Projects Holdings Inc.
BSLK
—
—
$0M
0%
123K
123K
—