Einreichungsanalyse
Baillie Gifford
13F-HR · Zeitraum Q2 2025 · eingereicht Aug 06, 2025
$133.89BGemeldeter 13F-Wert
911Positionen
4Andere enthaltene Manager
+18Neu
55Erhöht
174Reduziert
−20Ausgestiegen
Größte neue Positionen
| Wertpapier | Wert | Gewichtung |
|---|---|---|
| TEM Tempus AI, Inc. | $768.45M | 0.6% |
| DG Dollar General Corporation | $383.84M | 0.3% |
| FTAI FTAI Aviation Ltd. | $295.57M | 0.2% |
| MSCI MSCI Inc. | $207.92M | 0.2% |
| EPAM EPAM Systems, Inc. | $189.61M | 0.1% |
| RKLB Rocket Lab USA, Inc. | $157.07M | 0.1% |
| PONY Pony AI Inc. American… | $94.21M | 0.1% |
| ACN Accenture plc | $70.11M | 0.1% |
| JKHY Jack Henry & Associates, Inc. | $62.36M | 0.0% |
| CRCL Circle Internet Group | $34.28M | 0.0% |
Größte Umschichtungen
| Wertpapier | Δ Anteile | Wert aktuell | |
|---|---|---|---|
| NVDA NVIDIA Corporation | ▲ Add | +4.6% | $7.75B |
| NET Cloudflare, Inc. | ▼ Trim | -6.9% | $5.00B |
| MELI MercadoLibre, Inc. | ▼ Trim | -7.4% | $9.16B |
| SE Sea Limited | ▲ Add | +5.3% | $6.66B |
| NFLX Netflix, Inc. | ▼ Trim | -3.2% | $5.23B |
| SPOT Spotify Technology S.A. | ▼ Trim | -11.2% | $7.39B |
| CPNG Coupang, Inc. | ▲ Add | +3.6% | $4.82B |
| RBLX Roblox Corporation | ▼ Trim | -4.0% | $2.78B |
| PDD PDD Holdings Inc. | ▼ Trim | -14.2% | $3.60B |
| SHOP Shopify Inc. | ▼ Trim | -32.5% | $4.35B |
Herkunft: Metadaten aus dem EDGAR-Formularindex; Analyse aus der geparsten Informationstabelle (aktuellste akzeptierte Version dieses Quartals). Kein redaktioneller Kommentar – ausschließlich berechnete Felder.