Análisis de declaraciones
Baillie Gifford
13F-HR · período Q2 2026 · presentado Aug 06, 2026
$110.23BValor 13F declarado
880Posiciones
4Otros gestores incluidos
+28Nuevo
57Incrementada
180Reducida
−24Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| SPCX Space Exploration… | $8.78B | 8.0% |
| CFR Cullen/Frost Bankers, Inc. | $345.09M | 0.3% |
| KLAC KLA Corporation | $285.61M | 0.3% |
| VALE Vale S.A. | $189.89M | 0.2% |
| IDXX IDEXX Laboratories, Inc. | $186.25M | 0.2% |
| VST Vistra Corp. | $118.88M | 0.1% |
| HIMS Hims & Hers Health, Inc. | $26.02M | 0.0% |
| PDFS PDF Solutions, Inc. | $24.46M | 0.0% |
| BRK-B Berkshire Hathaway Inc. | $14.40M | 0.0% |
| GNRC Generac Holdings Inc. | $898,341 | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| NVDA NVIDIA Corporation | ▲ Add | +2.8% | $8.38B |
| NFLX Netflix, Inc. | ▼ Trim | -25.8% | $1.15B |
| CPNG Coupang, Inc. | ▼ Trim | -34.7% | $1.37B |
| PDD PDD Holdings Inc. | ▼ Trim | -6.2% | $2.03B |
| RY Royal Bank of Canada | ▲ Add | +3803766.0% | $740.15M |
| AXON Axon Enterprise, Inc. | ▲ Add | +24.4% | $1.72B |
| APP AppLovin Corporation | ▼ Trim | -3.4% | $3.33B |
| RH Rh | ▲ Add | +1294698.3% | $641.46M |
| AMZN Amazon.com, Inc. | ▼ Trim | -4.2% | $6.42B |
| QXO QXO, Inc. | ▲ Add | +251.3% | $827.16M |
Procedencia: Metadatos del índice de formularios EDGAR; análisis de la tabla de información procesada (última versión aceptada de este trimestre). No es comentario editorial — solo campos calculados.