James Anderson
Baillie Gifford legacy · James Anderson 的长周期创新成长框架
Baillie Gifford legacy 更适合作为长周期成长方法论和机构持仓窗口；James Anderson 代表的是平台企业、非线性增长、创始人文化和持有大赢家的框架。当前 13F 属于 Baillie Gifford 机构层面，适合观察这套长久期成长传统的公开市场表达。
| 股票 | 股数 | 市值 | 权重 |
|---|---|---|---|
NVDA
|
40,748,665 | $7.1B | 7.3% |
AMZN
|
28,092,199 | $5.9B | 6.0% |
MELI
|
3,233,259 | $5.6B | 5.7% |
SPOT
|
8,218,203 | $4.0B | 4.1% |
NU
|
246,564,454 | $3.5B | 3.6% |
SHOP
|
29,021,841 | $3.4B | 3.5% |
NET
|
15,924,423 | $3.3B | 3.4% |
SE
|
39,654,072 | $3.3B | 3.4% |
PDD
|
28,353,099 | $2.9B | 3.0% |
APP
|
6,700,132 | $2.7B | 2.7% |
META
|
4,098,821 | $2.3B | 2.4% |
CPNG
|
120,656,242 | $2.3B | 2.3% |
NFLX
|
21,805,669 | $2.1B | 2.1% |
IOT
|
57,523,792 | $1.8B | 1.9% |
MSFT
|
3,878,029 | $1.4B | 1.5% |
RACE
|
3,875,660 | $1.3B | 1.3% |
RBLX
|
21,423,012 | $1.2B | 1.2% |
ISRG
|
2,567,565 | $1.2B | 1.2% |
RKLB
|
18,428,043 | $1.2B | 1.2% |
DASH
|
7,241,815 | $1.1B | 1.1% |
| 股票 | 动作 | 13F 时间 | 当前股数 | 上期股数 | 股数变化 | 13F市值变化 |
|---|---|---|---|---|---|---|
|
SE
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 39,654,072 | 38,758,791 | 2.3% | -$1.7B |
|
SHOP
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 29,021,841 | 31,206,232 | -7.0% | -$1.6B |
|
APP
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 6,700,132 | 6,166,349 | 8.7% | -$1.5B |
|
MELI
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 3,233,259 | 3,481,563 | -7.1% | -$1.4B |
|
NFLX
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 21,805,669 | 36,940,035 | -41.0% | -$1.4B |
|
MSFT
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 3,878,029 | 5,544,839 | -30.1% | -$1.2B |
|
CPNG
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 120,656,242 | 146,122,094 | -17.4% | -$1.2B |
|
NVDA
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 40,748,665 | 43,867,705 | -7.1% | -$1.1B |
|
AMZN
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 28,092,199 | 29,387,070 | -4.4% | -$932.4M |
|
SPOT
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 8,218,203 | 8,331,104 | -1.4% | -$852.9M |
TTD
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 150,381 | 22,305,995 | -99.3% | -$843.3M |
|
NU
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 246,564,454 | 257,256,952 | -4.2% | -$763.4M |
|
DASH
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 7,241,815 | 7,970,062 | -9.1% | -$717.7M |
TEAM
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 9,963,439 | 8,431,802 | 18.2% | -$687.1M |
|
PDD
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 28,353,099 | 31,032,323 | -8.6% | -$621.6M |
PBR
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 44,438,548 | 29,523,522 | 50.5% | +$572.2M |
|
META
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 4,098,821 | 4,399,233 | -6.8% | -$558.8M |
|
RBLX
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 21,423,012 | 21,543,528 | -0.6% | -$534.0M |
BAP
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 2,729,498 | 1,432,893 | 90.5% | +$514.6M |
XYZ
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 2,666,255 | 9,875,845 | -73.0% | -$482.4M |
FTAI
|
清仓 | 2026-03-31 披露 2026-05-08 | 0 | 2,286,363 | -100.0% | -$450.1M |
MRNA
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 19,985,876 | 20,580,514 | -2.9% | +$408.4M |
RDDT
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 7,309,109 | 5,980,918 | 22.2% | -$390.7M |
EOG
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 2,718,534 | 144,033 | 1787.4% | +$377.9M |
DUOL
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 4,875,810 | 4,861,445 | 0.3% | -$372.6M |
SPGI
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 39,807 | 724,613 | -94.5% | -$361.7M |
ELV
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 1,172,808 | 1,977,899 | -40.7% | -$350.0M |
CSGP
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 13,610,922 | 12,933,185 | 5.2% | -$320.6M |
RYAAY
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 9,225,175 | 11,343,819 | -18.7% | -$285.7M |
CRM
|
清仓 | 2026-03-31 披露 2026-05-08 | 0 | 1,062,815 | -100.0% | -$281.6M |
PM
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 1,644,203 | 30,741 | 5248.6% | +$266.9M |
|
ISRG
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 2,567,565 | 2,551,357 | 0.6% | -$261.4M |
EPAM
|
清仓 | 2026-03-31 披露 2026-05-08 | 0 | 1,193,056 | -100.0% | -$244.4M |
FCX
|
新增 | 2026-03-31 披露 2026-05-08 | 3,989,551 | 0 | - | +$234.5M |
EQT
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 3,931,051 | 334,040 | 1076.8% | +$232.3M |
ALNY
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 2,493,866 | 2,600,979 | -4.1% | -$209.1M |
RIVN
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 43,821,500 | 43,781,355 | 0.1% | -$203.4M |
SNOW
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 2,676,434 | 2,735,752 | -2.2% | -$196.5M |
AJG
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 133,430 | 865,260 | -84.6% | -$195.0M |
SUNB
|
新增 | 2026-03-31 披露 2026-05-08 | 3,111,813 | 0 | - | +$194.9M |
W
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 2,862,209 | 4,002,104 | -28.5% | -$186.6M |
ODD
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 7,815,817 | 7,122,641 | 9.7% | -$181.6M |
ENSG
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 4,826,172 | 4,569,254 | 5.6% | +$176.5M |
DDOG
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 3,082,099 | 3,961,509 | -22.2% | -$174.9M |
GOOG
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 3,499,244 | 3,750,936 | -6.7% | -$173.3M |
|
RACE
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 3,875,660 | 3,890,014 | -0.4% | -$165.5M |
AFRM
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 5,302,297 | 5,482,943 | -3.3% | -$165.1M |
RBC
|
新增 | 2026-03-31 披露 2026-05-08 | 294,232 | 0 | - | +$159.8M |
PODD
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 2,029,492 | 2,048,369 | -0.9% | -$156.4M |
MA
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 1,366,111 | 1,464,206 | -6.7% | -$153.3M |
GH
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 3,859,046 | 4,890,026 | -21.1% | -$143.0M |
JOBY
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 62,419,803 | 49,570,755 | 25.9% | -$138.7M |
TME
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 9,735,914 | 13,042,381 | -25.4% | -$138.3M |
WDAY
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 1,367,978 | 1,464,991 | -6.6% | -$136.9M |
MMYT
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 15,012,963 | 5,155,036 | 191.2% | +$136.5M |
|
IOT
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 57,523,792 | 47,660,513 | 20.7% | +$133.4M |
VEEV
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 734,981 | 49 | 1499861.2% | +$129.1M |
TEM
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 8,649,356 | 8,741,442 | -1.1% | -$125.1M |
TSLA
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 1,302,148 | 1,342,801 | -3.0% | -$119.8M |
VIST
|
新增 | 2026-03-31 披露 2026-05-08 | 1,567,692 | 0 | - | +$118.3M |
RPRX
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 16,155,677 | 17,008,768 | -5.0% | +$117.8M |
AXON
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 2,459,727 | 1,642,578 | 49.7% | +$111.8M |
ELF
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 7,188,005 | 7,177,659 | 0.1% | -$110.1M |
WSO
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 1,137,258 | 917,492 | 24.0% | +$104.6M |
TMO
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 698,441 | 770,868 | -9.4% | -$103.4M |
DKNG
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 7,213,257 | 7,454,948 | -3.2% | -$100.9M |
FIG
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 5,575,059 | 5,763,613 | -3.3% | -$97.5M |
AVAV
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 1,026,741 | 1,179,811 | -13.0% | -$97.4M |
UTHR
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 428,127 | 323,016 | 32.5% | +$96.5M |
CBRE
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 2,488,034 | 2,687,007 | -7.4% | -$95.0M |
BC
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 2,890,636 | 1,678,211 | 72.2% | +$85.7M |
MLM
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 1,087,380 | 1,159,375 | -6.2% | -$81.8M |
SYM
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 12,479,888 | 12,441,000 | 0.3% | -$76.3M |
DOCS
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 3,839,627 | 3,711,340 | 3.5% | -$74.9M |
PAYC
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 1,537,278 | 1,638,894 | -6.2% | -$74.3M |
MKL
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 175,068 | 188,437 | -7.1% | -$70.0M |
BZ
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 9,948,978 | 9,955,584 | -0.1% | -$69.7M |
KNF
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 2,668,248 | 2,128,401 | 25.4% | +$68.1M |
DG
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 3,152,900 | 3,316,155 | -4.9% | -$65.9M |
MEDP
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 503,191 | 547,078 | -8.0% | -$65.6M |
|
RKLB
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 18,428,043 | 17,851,446 | 3.2% | -$61.9M |
UBER
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 3,673,901 | 3,961,818 | -7.3% | -$59.5M |
GRAB
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 46,852,163 | 46,212,934 | 1.4% | -$59.1M |
BN
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 6,616,033 | 7,013,657 | -5.7% | -$54.1M |
FIX
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 225,118 | 274,742 | -18.1% | +$54.0M |
ADSK
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 649,100 | 706,289 | -8.1% | -$53.7M |
DXCM
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 15,599,525 | 15,552,587 | 0.3% | -$52.6M |
WIX
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 2,719,700 | 2,854,611 | -4.7% | -$51.6M |
HDB
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 6,538,950 | 5,746,819 | 13.8% | -$47.3M |
BROS
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 2,994,211 | 3,230,676 | -7.3% | -$46.1M |
WMS
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 2,047,349 | 2,244,014 | -8.8% | -$44.2M |
DE
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 505,017 | 524,786 | -3.8% | +$40.2M |
YETI
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 3,695,471 | 3,945,196 | -6.3% | -$39.0M |
CPA
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 2,581,625 | 2,747,078 | -6.0% | -$38.0M |
GOOGL
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 1,946,990 | 1,907,296 | 2.1% | -$37.1M |
NYT
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 2,911,228 | 3,025,119 | -3.8% | +$33.8M |
SQM
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 5,707,211 | 6,233,717 | -8.4% | +$33.1M |
|
NET
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 15,924,423 | 16,823,947 | -5.3% | -$31.0M |
LMND
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 2,766,426 | 2,866,446 | -3.5% | -$30.6M |
FN
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 460,496 | 464,564 | -0.9% | +$28.7M |
DNLI
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 12,066,479 | 12,310,889 | -2.0% | +$28.4M |
TSM
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 1,282,250 | 1,336,491 | -4.1% | +$27.2M |
MSCI
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 852,357 | 846,844 | 0.7% | -$26.4M |
RELY
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 11,818,307 | 11,658,558 | 1.4% | +$24.3M |
ILMN
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 1,535,106 | 1,626,776 | -5.6% | -$24.2M |
AZO
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 80,287 | 86,142 | -6.8% | -$21.0M |
QXO
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 13,624,239 | 14,735,164 | -7.5% | -$19.7M |
ADI
|
大幅减持 | 2026-03-31 披露 2026-05-08 | 424,629 | 568,465 | -25.3% | -$19.1M |
TXN
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 2,039,257 | 2,177,897 | -6.4% | +$18.1M |
MCO
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 764,266 | 687,046 | 11.2% | -$17.6M |
SN
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 1,939,316 | 1,988,633 | -2.5% | -$17.2M |
FMX
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 3,037,796 | 3,496,366 | -13.1% | -$16.0M |
AUR
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 73,261,700 | 74,584,590 | -1.8% | +$15.4M |
KSPI
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 5,123,207 | 4,673,083 | 9.6% | +$14.4M |
IBN
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 4,912,767 | 4,709,302 | 4.3% | -$13.1M |
ON
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 4,287,304 | 4,725,516 | -9.3% | +$9.6M |
COIN
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 1,124,057 | 829,081 | 35.6% | +$8.8M |
MDLN
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 9,975,775 | 10,410,371 | -4.2% | +$6.7M |
ETN
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 617,366 | 673,840 | -8.4% | +$6.2M |
BBD
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 36,393,155 | 38,275,506 | -4.9% | +$5.4M |
CME
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 430,242 | 446,036 | -3.5% | +$5.3M |
PG
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 859,326 | 896,945 | -4.2% | -$4.4M |
BLLN
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 1,259,993 | 1,268,163 | -0.6% | -$4.3M |
SCI
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 8,605,439 | 9,161,409 | -6.1% | -$4.3M |
AAPL
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 696,091 | 663,344 | 4.9% | -$3.7M |
ECL
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 695,341 | 691,003 | 0.6% | +$3.6M |
PEN
|
小幅减持 | 2026-03-31 披露 2026-05-08 | 840,427 | 876,325 | -4.1% | +$3.5M |
Baillie Gifford insights 资料提供长期成长、创新和全球股票观点，是追踪 Anderson 风格延续的稳定入口。
Baillie Gifford 公开访谈回顾 James Anderson 的长期成长投资、创新公司和持有超长周期赢家的框架。