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 |
|
SE
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 38,758,791 | 40,090,290 | -3.3% | -$2.2B |
|
RBLX
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 21,543,528 | 23,296,603 | -7.5% | -$1.5B |
|
CPNG
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 146,122,094 | 150,382,707 | -2.8% | -$1.4B |
|
NET
|
大幅减持 | 2025-12-31 披露 2026-01-23 | 16,823,947 | 21,848,740 | -23.0% | -$1.4B |
|
SPOT
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 8,331,104 | 8,695,348 | -4.2% | -$1.2B |
|
DDOG
|
大幅减持 | 2025-12-31 披露 2026-01-23 | 3,961,509 | 11,413,479 | -65.3% | -$1.1B |
|
META
|
大幅减持 | 2025-12-31 披露 2026-01-23 | 4,399,233 | 5,290,228 | -16.8% | -$981.1M |
|
NFLX
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 36,940,035 | 3,649,047 | 912.3% | -$911.4M |
|
AXON
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 1,642,578 | 126,479 | 1198.7% | +$842.1M |
|
MELI
|
小幅增持 | 2025-12-31 披露 2026-01-23 | 3,481,563 | 3,317,443 | 4.9% | -$739.9M |
|
PDD
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 31,032,323 | 31,799,003 | -2.4% | -$684.1M |
|
RKLB
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 17,851,446 | 12,125,910 | 47.2% | +$664.4M |
BNTX
|
大幅减持 | 2025-12-31 披露 2026-01-23 | 1,244,867 | 7,879,359 | -84.2% | -$658.6M |
|
TTD
|
大幅减持 | 2025-12-31 披露 2026-01-23 | 22,305,995 | 29,115,119 | -23.4% | -$580.2M |
|
NVDA
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 43,867,705 | 46,549,296 | -5.8% | -$503.8M |
|
GOOG
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 3,750,936 | 2,906,948 | 29.0% | +$469.1M |
|
RACE
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 3,890,014 | 3,941,830 | -1.3% | -$450.4M |
|
DASH
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 7,970,062 | 8,268,768 | -3.6% | -$444.0M |
|
MDLN
|
新增 | 2025-12-31 披露 2026-01-23 | 10,410,371 | 0 | - | +$437.2M |
|
ELF
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 7,177,659 | 7,349,678 | -2.3% | -$427.9M |
|
GOOGL
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 1,907,296 | 715,205 | 166.7% | +$423.1M |
|
MSFT
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 5,544,839 | 5,860,839 | -5.4% | -$354.0M |
|
APP
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 6,166,349 | 6,245,960 | -1.3% | -$333.0M |
|
AZO
|
大幅减持 | 2025-12-31 披露 2026-01-23 | 86,142 | 143,931 | -40.2% | -$325.3M |
|
ENSG
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 4,569,254 | 2,818,609 | 62.1% | +$309.0M |
|
QXO
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 14,735,164 | 90,859 | 16117.6% | +$282.5M |
|
ISRG
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 2,551,357 | 2,602,598 | -2.0% | +$281.0M |
|
NU
|
小幅增持 | 2025-12-31 披露 2026-01-23 | 257,256,952 | 251,459,587 | 2.3% | +$280.6M |
|
AVAV
|
大幅减持 | 2025-12-31 披露 2026-01-23 | 1,179,811 | 1,783,679 | -33.9% | -$276.3M |
|
TEM
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 8,741,442 | 9,692,441 | -9.8% | -$266.1M |
PINS
|
清仓 | 2025-12-31 披露 2026-01-23 | 0 | 7,800,244 | -100.0% | -$250.9M |
|
SHOP
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 31,206,232 | 35,443,787 | -12.0% | -$244.0M |
|
ALNY
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 2,600,979 | 2,789,356 | -6.8% | -$237.7M |
CHWY
|
清仓 | 2025-12-31 披露 2026-01-23 | 0 | 5,517,323 | -100.0% | -$223.2M |
|
WIX
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 2,854,611 | 2,892,145 | -1.3% | -$217.2M |
|
TMO
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 770,868 | 491,233 | 56.9% | +$208.4M |
|
RIVN
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 43,781,355 | 44,937,443 | -2.6% | +$203.2M |
|
XYZ
|
大幅减持 | 2025-12-31 披露 2026-01-23 | 9,875,845 | 11,655,303 | -15.3% | -$199.5M |
|
GH
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 4,890,026 | 5,127,692 | -4.6% | +$179.1M |
BLDR
|
清仓 | 2025-12-31 披露 2026-01-23 | 0 | 1,469,801 | -100.0% | -$178.2M |
|
CSGP
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 12,933,185 | 8,241,642 | 56.9% | +$174.3M |
|
AMZN
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 29,387,070 | 31,659,114 | -7.2% | -$168.3M |
|
JOBY
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 49,570,755 | 50,420,953 | -1.7% | -$159.5M |
|
UTHR
|
新增 | 2025-12-31 披露 2026-01-23 | 323,016 | 0 | - | +$157.4M |
|
IOT
|
小幅增持 | 2025-12-31 披露 2026-01-23 | 47,660,513 | 41,451,960 | 15.0% | +$145.5M |
|
TSLA
|
大幅减持 | 2025-12-31 披露 2026-01-23 | 1,342,801 | 1,657,487 | -19.0% | -$133.2M |
|
AUR
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 74,584,590 | 75,554,014 | -1.3% | -$120.8M |
|
DOCS
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 3,711,340 | 3,849,762 | -3.6% | -$117.3M |
|
DG
|
小幅增持 | 2025-12-31 披露 2026-01-23 | 3,316,155 | 3,247,432 | 2.1% | +$104.7M |
|
PAYC
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 1,638,894 | 1,708,662 | -4.1% | -$94.5M |
|
MSCI
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 846,844 | 691,554 | 22.5% | +$93.5M |
|
SCI
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 9,161,409 | 9,689,267 | -5.4% | -$92.0M |
|
ODD
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 7,122,641 | 6,045,720 | 17.8% | -$90.5M |
|
YETI
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 3,945,196 | 2,614,918 | 50.9% | +$87.5M |
|
UBER
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 3,961,818 | 4,179,231 | -5.2% | -$85.7M |
|
FIX
|
大幅减持 | 2025-12-31 披露 2026-01-23 | 274,742 | 412,784 | -33.4% | -$84.2M |
MBLY
|
大幅减持 | 2025-12-31 披露 2026-01-23 | 7,371,722 | 10,809,362 | -31.8% | -$75.7M |
|
TME
|
小幅增持 | 2025-12-31 披露 2026-01-23 | 13,042,381 | 13,007,199 | 0.3% | -$75.0M |
|
WSO
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 917,492 | 944,086 | -2.8% | -$72.5M |
|
TEAM
|
小幅增持 | 2025-12-31 披露 2026-01-23 | 8,431,802 | 8,115,526 | 3.9% | +$71.1M |
|
PODD
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 2,048,369 | 2,091,698 | -2.1% | -$63.5M |
|
FIG
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 5,763,613 | 2,973,627 | 93.8% | +$61.1M |
|
AJG
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 865,260 | 908,885 | -4.8% | -$57.6M |
|
DUOL
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 4,861,445 | 2,827,834 | 71.9% | -$56.9M |
|
SYM
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 12,441,000 | 12,683,739 | -1.9% | +$56.6M |
|
PBR
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 29,523,522 | 32,087,693 | -8.0% | -$56.4M |
|
GRAB
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 46,212,934 | 47,625,480 | -3.0% | -$56.1M |
PONY
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 6,301,650 | 6,460,363 | -2.5% | -$53.9M |
|
WDAY
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 1,464,991 | 1,528,946 | -4.2% | -$53.4M |
|
ILMN
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 1,626,776 | 1,686,692 | -3.6% | +$53.2M |
|
MA
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 1,464,206 | 1,559,732 | -6.1% | -$51.3M |
|
EPAM
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 1,193,056 | 1,293,857 | -7.8% | +$49.3M |
|
MMYT
|
小幅增持 | 2025-12-31 披露 2026-01-23 | 5,155,036 | 5,040,061 | 2.3% | -$48.4M |
|
SQM
|
大幅减持 | 2025-12-31 披露 2026-01-23 | 6,233,717 | 8,861,882 | -29.7% | +$48.0M |
|
ETN
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 673,840 | 697,894 | -3.4% | -$46.6M |
|
LMND
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 2,866,446 | 2,942,056 | -2.6% | +$46.5M |
|
FTAI
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 2,286,363 | 2,427,732 | -5.8% | +$45.0M |
|
RPRX
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 17,008,768 | 17,372,502 | -2.1% | +$44.3M |
|
MRNA
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 20,580,514 | 21,846,666 | -5.8% | +$42.6M |
|
PEN
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 876,325 | 908,546 | -3.5% | +$42.3M |
|
TXN
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 2,177,897 | 2,283,802 | -4.6% | -$41.8M |
|
DXCM
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 15,552,587 | 15,882,168 | -2.1% | -$36.5M |
|
DNLI
|
小幅增持 | 2025-12-31 披露 2026-01-23 | 12,310,889 | 11,591,585 | 6.2% | +$34.9M |
|
BBD
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 38,275,506 | 27,974,111 | 36.8% | +$32.9M |
|
RELY
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 11,658,558 | 7,868,348 | 48.2% | +$32.6M |
|
MLM
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 1,159,375 | 1,195,794 | -3.0% | -$31.8M |
|
W
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 4,002,104 | 4,149,211 | -3.5% | +$31.2M |
|
TSM
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 1,336,491 | 1,564,060 | -14.5% | -$30.7M |
|
DKNG
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 7,454,948 | 7,687,841 | -3.0% | -$30.6M |
|
SNOW
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 2,735,752 | 2,795,556 | -2.1% | -$30.4M |
|
RDDT
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 5,980,918 | 6,107,185 | -2.1% | -$29.8M |
|
NYT
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 3,025,119 | 3,145,974 | -3.8% | +$29.4M |
|
MKL
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 188,437 | 196,886 | -4.3% | +$28.8M |
|
KSPI
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 4,673,083 | 4,785,985 | -2.4% | -$25.8M |
|
AFRM
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 5,482,943 | 5,895,362 | -7.0% | -$22.7M |
|
HDB
|
大幅减持 | 2025-12-31 披露 2026-01-23 | 5,746,819 | 6,806,818 | -15.6% | -$22.5M |
|
ADSK
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 706,289 | 726,446 | -2.8% | -$21.7M |
|
KNF
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 2,128,401 | 2,198,771 | -3.2% | -$19.3M |
|
FMX
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 3,496,366 | 3,752,745 | -6.8% | -$16.8M |
|
CRM
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 1,062,815 | 1,120,363 | -5.1% | +$16.0M |
|
BROS
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 3,230,676 | 3,497,067 | -7.6% | +$14.7M |
|
CBRE
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 2,687,007 | 2,831,173 | -5.1% | -$14.0M |
|
ECL
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 691,003 | 711,667 | -2.9% | -$13.5M |
|
PG
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 896,945 | 919,290 | -2.4% | -$12.7M |
|
SN
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 1,988,633 | 2,041,075 | -2.6% | +$12.0M |
|
ADI
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 568,465 | 580,842 | -2.1% | +$11.5M |
|
COIN
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 829,081 | 587,422 | 41.1% | -$10.8M |
|
BAP
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 1,432,893 | 1,582,745 | -9.5% | -$10.2M |
|
BC
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 1,678,211 | 1,809,902 | -7.3% | +$10.1M |
|
FN
|
大幅减持 | 2025-12-31 披露 2026-01-23 | 464,564 | 553,158 | -16.0% | +$9.8M |
|
BN
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 7,013,657 | 4,822,387 | 45.4% | -$8.9M |
|
SPGI
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 724,613 | 760,240 | -4.7% | +$8.7M |
|
IBN
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 4,709,302 | 4,884,527 | -3.6% | -$7.3M |
|
WMS
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 2,244,014 | 2,395,071 | -6.3% | -$7.2M |
|
ELV
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 1,977,899 | 2,166,914 | -8.7% | -$6.8M |
|
RYAAY
|
大幅减持 | 2025-12-31 披露 2026-01-23 | 11,343,819 | 13,485,567 | -15.9% | +$6.8M |
|
MEDP
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 547,078 | 584,796 | -6.4% | +$6.6M |
|
ON
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 4,725,516 | 5,064,602 | -6.7% | +$6.2M |
|
DE
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 524,786 | 542,683 | -3.3% | -$3.8M |
|
BZ
|
大幅增持 | 2025-12-31 披露 2026-01-23 | 9,955,584 | 8,564,702 | 16.2% | +$2.8M |
|
CPA
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 2,747,078 | 2,765,296 | -0.7% | +$2.8M |
|
CME
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 446,036 | 457,422 | -2.5% | -$1.8M |
|
MCO
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 687,046 | 738,640 | -7.0% | -$969,738 |
|
AAPL
|
小幅减持 | 2025-12-31 披露 2026-01-23 | 663,344 | 710,870 | -6.7% | -$672,128 |
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。