Registro del gestor · ✦ seleccionado · trimestre archivado
Baillie Gifford
Edinburgh growth manager · Edinburgh, X0 · CIK 1088875 · Declaraciones EDGAR ↗
Long-horizon growth investing.
$135.00BValor 13F declarado
905Posiciones
44.7%Ponderación del top 10
36.80Posiciones efectivas
7.7%Rotación est.
+18Nuevo
−18Cierres
El valor del portfolio 13F reportado cubre solo las posiciones largas reportables en EE. UU., no efectivo, bonos, posiciones cortas ni tenencias fuera de EE. UU. No equivale a activos bajo gestión.
Exposición sectorial
Tecnología
31.8% (+2.4pp)
Consumo cíclico
28.4% (-0.8pp)
Servicios de comunicación
15.8% (-1.9pp)
Salud
7.9% (-0.5pp)
Servicios financieros
6.7% (+0.4pp)
Industria
4.6% (+0.6pp)
Consumo defensivo
1.8% (-0.2pp)
Materiales básicos
1.6% (+0.3pp)
Inmobiliario
1.0% (+0.0pp)
Energía
0.4% (-0.3pp)
Servicios públicos
0.1% (+0.1pp)
Participación sobre el valor declarado de renta variable ordinaria; (±pp) respecto al trimestre anterior.
El portafolio · Q3 2025
| # | Valor | Ponderación | Valor | Acciones | Δ acciones | Mantenida | |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 6.4% | $8.69B | 46.55M | -5.1% | ▼ Trim | 6 |
| 2 | MELI MercadoLibre, Inc. | 5.7% | $7.75B | 3.32M | -5.4% | ▼ Trim | 6 |
| 3 | SE Sea Limited | 5.3% | $7.17B | 40.09M | -3.7% | ▼ Trim | 6 |
| 4 | AMZN Amazon.com, Inc. | 5.1% | $6.95B | 31.66M | -4.9% | ▼ Trim | 6 |
| 5 | SPOT Spotify Technology S.A. | 4.5% | $6.07B | 8.70M | -9.7% | ▼ Trim | 6 |
| 6 | SHOP Shopify Inc. | 3.9% | $5.27B | 35.44M | -6.1% | ▼ Trim | 6 |
| 7 | CPNG Coupang, Inc. | 3.6% | $4.84B | 150.38M | -6.5% | ▼ Trim | 6 |
| 8 | NET Cloudflare, Inc. | 3.5% | $4.69B | 21.85M | -14.4% | ▼ Trim | 6 |
| 9 | APP AppLovin Corporation | 3.3% | $4.49B | 6.25M | -2.4% | ▼ Trim | 5 |
| 10 | NFLX Netflix, Inc. | 3.2% | $4.37B | 3.65M | -6.5% | ▼ Trim | 6 |
| 11 | PDD PDD Holdings Inc. | 3.1% | $4.20B | 31.80M | -7.5% | ▼ Trim | 6 |
| 12 | NU Nu Holdings Ltd. | 3.0% | $4.03B | 251.46M | -3.6% | ▼ Trim | 6 |
| 13 | META Meta Platforms, Inc. | 2.9% | $3.89B | 5.29M | -3.0% | ▼ Trim | 6 |
| 14 | RBLX Roblox Corporation | 2.4% | $3.23B | 23.30M | -11.7% | ▼ Trim | 6 |
| 15 | MSFT Microsoft Corporation | 2.2% | $3.04B | 5.86M | -2.8% | ▼ Trim | 6 |
| 16 | DASH DoorDash, Inc. | 1.7% | $2.25B | 8.27M | -8.0% | ▼ Trim | 6 |
| 17 | RACE Ferrari N.V. | 1.4% | $1.91B | 3.94M | -7.4% | ▼ Trim | 6 |
| 18 | DDOG Datadog, Inc. | 1.2% | $1.63B | 11.41M | -4.5% | ▼ Trim | 6 |
| 19 | IOT Samsara Inc. | 1.1% | $1.54B | 41.45M | -5.6% | ▼ Trim | 6 |
| 20 | TTD The Trade Desk, Inc. | 1.1% | $1.43B | 29.12M | -5.2% | ▼ Trim | 6 |
| 21 | RDDT Reddit, Inc. | 1.0% | $1.40B | 6.11M | -5.8% | ▼ Trim | 3 |
| 22 | TEAM Atlassian Corporation | 1.0% | $1.30B | 8.12M | -4.8% | ▼ Trim | 6 |
| 23 | ALNY Alnylam Pharmaceuticals… | 0.9% | $1.27B | 2.79M | -8.0% | ▼ Trim | 6 |
| 24 | ISRG Intuitive Surgical, Inc. | 0.9% | $1.16B | 2.60M | -16.4% | ▼ Trim | 6 |
| 25 | DXCM DexCom, Inc. | 0.8% | $1.07B | 15.88M | -4.9% | ▼ Trim | 6 |
| 26 | ELF e.l.f. Beauty, Inc. | 0.7% | $973.69M | 7.35M | -5.4% | ▼ Trim | 6 |
| 27 | DUOL Duolingo, Inc. | 0.7% | $910.11M | 2.83M | +28.6% | ▲ Add | 6 |
| 28 | MA Mastercard Incorporated | 0.7% | $887.19M | 1.56M | -2.0% | ▼ Trim | 6 |
| 29 | XYZ Block, Inc. | 0.6% | $842.33M | 11.66M | -3.0% | ▼ Trim | 6 |
| 30 | JOBY Joby Aviation, Inc. | 0.6% | $813.79M | 50.42M | -4.5% | ▼ Trim | 6 |
| 31 | RYAAY Ryanair Holdings plc | 0.6% | $812.10M | 13.49M | -14.8% | ▼ Trim | 6 |
| 32 | SCI Service Corporation… | 0.6% | $806.34M | 9.69M | -3.1% | ▼ Trim | 6 |
| 33 | TEM Tempus AI, Inc. | 0.6% | $782.28M | 9.69M | -19.9% | ▼ Trim | 2 |
| 34 | BNTX BioNTech SE | 0.6% | $777.06M | 7.88M | -2.0% | ▼ Trim | 6 |
| 35 | MLM Martin Marietta Materials… | 0.6% | $753.69M | 1.20M | -2.9% | ▼ Trim | 6 |
| 36 | TSLA Tesla, Inc. | 0.5% | $737.12M | 1.66M | -2.5% | ▼ Trim | 6 |
| 37 | GOOG Alphabet Inc. | 0.5% | $707.99M | 2.91M | -2.1% | ▼ Trim | 6 |
| 38 | ELV Elevance Health Inc. | 0.5% | $700.17M | 2.17M | -3.1% | ▼ Trim | 6 |
| 39 | CSGP CoStar Group, Inc. | 0.5% | $695.35M | 8.24M | -3.5% | ▼ Trim | 6 |
| 40 | SYM Symbotic Inc. | 0.5% | $683.65M | 12.68M | -5.6% | ▼ Trim | 6 |
| 41 | RIVN Rivian Automotive, Inc. | 0.5% | $659.68M | 44.94M | -5.6% | ▼ Trim | 6 |
| 42 | PODD Insulet Corp. | 0.5% | $645.77M | 2.09M | -2.0% | ▼ Trim | 6 |
| 43 | SNOW Snowflake Inc. | 0.5% | $630.54M | 2.80M | -1.9% | ▼ Trim | 6 |
| 44 | AZO AutoZone, Inc. | 0.5% | $617.50M | 143.93K | -2.8% | ▼ Trim | 6 |
| 45 | RPRX Royalty Pharma plc | 0.5% | $612.90M | 17.37M | -3.6% | ▼ Trim | 6 |
| 46 | RKLB Rocket Lab USA, Inc. | 0.4% | $580.95M | 12.13M | +176.2% | ▲ Add | 2 |
| 47 | MRNA Moderna, Inc. | 0.4% | $564.30M | 21.85M | -1.1% | ▼ Trim | 6 |
| 48 | AVAV AeroVironment, Inc. | 0.4% | $561.66M | 1.78M | -8.0% | ▼ Trim | 6 |
| 49 | WIX Wix.com Ltd. | 0.4% | $513.73M | 2.89M | -3.1% | ▼ Trim | 6 |
| 50 | ENSG The Ensign Group, Inc. | 0.4% | $486.97M | 2.82M | +96.2% | ▲ Add | 5 |
| 51 | MMYT MakeMyTrip Limited | 0.3% | $471.75M | 5.04M | -11.8% | ▼ Trim | 6 |
| 52 | CBRE CBRE Group, Inc. | 0.3% | $446.08M | 2.83M | -5.5% | ▼ Trim | 6 |
| 53 | TSM Taiwan Semiconductor… | 0.3% | $436.83M | 1.56M | -30.9% | ▼ Trim | 6 |
| 54 | AFRM Affirm Holdings, Inc. | 0.3% | $430.83M | 5.90M | -21.7% | ▼ Trim | 6 |
| 55 | BAP Credicorp Ltd. | 0.3% | $421.45M | 1.58M | -3.3% | ▼ Trim | 6 |
| 56 | TXN Texas Instruments… | 0.3% | $419.60M | 2.28M | -2.2% | ▼ Trim | 6 |
| 57 | UBER Uber Technologies, Inc. | 0.3% | $409.44M | 4.18M | -2.3% | ▼ Trim | 3 |
| 58 | AUR Aurora Innovation, Inc. | 0.3% | $407.24M | 75.55M | -1.4% | ▼ Trim | 6 |
| 59 | PBR Petróleo Brasileiro S.A. -… | 0.3% | $406.23M | 32.09M | -20.6% | ▼ Trim | 6 |
| 60 | FTAI FTAI Aviation Ltd. | 0.3% | $405.09M | 2.43M | -5.5% | ▼ Trim | 2 |
| 61 | MSCI MSCI Inc. | 0.3% | $392.39M | 691.55K | +91.8% | ▲ Add | 2 |
| 62 | KSPI Joint Stock Company Kaspi.kz | 0.3% | $390.92M | 4.79M | -4.9% | ▼ Trim | 6 |
| 63 | WSO Watsco, Inc. | 0.3% | $381.69M | 944.09K | -3.3% | ▼ Trim | 6 |
| 64 | SQM Sociedad Química y Minera… | 0.3% | $380.88M | 8.86M | -4.0% | ▼ Trim | 4 |
| 65 | ODD Oddity Tech Ltd. | 0.3% | $376.65M | 6.05M | -1.2% | ▼ Trim | 6 |
| 66 | MKL Markel Corporation | 0.3% | $376.32M | 196.89K | -2.4% | ▼ Trim | 6 |
| 67 | W Wayfair Inc. | 0.3% | $370.65M | 4.15M | -26.8% | ▼ Trim | 6 |
| 68 | FMX Fomento Económico Mexicano… | 0.3% | $370.13M | 3.75M | -11.8% | ▼ Trim | 6 |
| 69 | SPGI S&P Global Inc. | 0.3% | $370.02M | 760.24K | -1.7% | ▼ Trim | 6 |
| 70 | WDAY Workday, Inc. | 0.3% | $368.06M | 1.53M | -4.8% | ▼ Trim | 6 |
| 71 | PAYC Paycom Software, Inc. | 0.3% | $355.64M | 1.71M | +10.3% | ▲ Add | 6 |
| 72 | MCO Moody's Corporation | 0.3% | $351.95M | 738.64K | +0.2% | ▲ Add | 6 |
| 73 | FIX Comfort Systems USA, Inc. | 0.3% | $340.62M | 412.78K | -4.6% | ▼ Trim | 6 |
| 74 | DG Dollar General Corporation | 0.2% | $335.62M | 3.25M | -3.2% | ▼ Trim | 2 |
| 75 | WMS Advanced Drainage Systems… | 0.2% | $332.20M | 2.40M | -3.1% | ▼ Trim | 6 |
| 76 | BN Brookfield Corporation | 0.2% | $330.72M | 4.82M | +1.2% | ▲ Add | 6 |
| 77 | CPA Copa Holdings, S.A. | 0.2% | $328.57M | 2.77M | -4.8% | ▼ Trim | 6 |
| 78 | GH Guardant Health, Inc. | 0.2% | $320.38M | 5.13M | +6.6% | ▲ Add | 6 |
| 79 | TME Tencent Music Entertainment… | 0.2% | $303.59M | 13.01M | -22.6% | ▼ Trim | 6 |
| 80 | MEDP Medpace Holdings, Inc. | 0.2% | $300.68M | 584.80K | +12.0% | ▲ Add | 6 |
| 81 | DKNG DraftKings Inc. | 0.2% | $287.53M | 7.69M | -3.1% | ▼ Trim | 4 |
| 82 | GRAB Grab Holdings Limited | 0.2% | $286.71M | 47.63M | -1.1% | ▼ Trim | 6 |
| 83 | DOCS Doximity, Inc. | 0.2% | $281.61M | 3.85M | -2.1% | ▼ Trim | 6 |
| 84 | AJG Arthur J. Gallagher & Co. | 0.2% | $281.52M | 908.88K | -3.4% | ▼ Trim | 6 |
| 85 | CRM Salesforce, Inc. | 0.2% | $265.53M | 1.12M | -3.7% | ▼ Trim | 3 |
| 86 | ETN Eaton Corporation plc | 0.2% | $261.19M | 697.89K | -3.8% | ▼ Trim | 6 |
| 87 | PINS Pinterest, Inc. | 0.2% | $250.93M | 7.80M | -2.6% | ▼ Trim | 6 |
| 88 | ON ON Semiconductor Corporation | 0.2% | $249.74M | 5.06M | -5.1% | ▼ Trim | 3 |
| 89 | DE Deere & Company | 0.2% | $248.15M | 542.68K | -2.0% | ▼ Trim | 6 |
| 90 | TMO Thermo Fisher Scientific… | 0.2% | $238.26M | 491.23K | -2.7% | ▼ Trim | 6 |
| 91 | HDB HDFC Bank Limited | 0.2% | $232.52M | 6.81M | -1.5% ✂ | ▼ Trim | 6 |
| 92 | ADSK Autodesk, Inc. | 0.2% | $230.77M | 726.45K | -2.1% | ▼ Trim | 6 |
| 93 | PEN Penumbra, Inc. | 0.2% | $230.15M | 908.55K | -1.5% | ▼ Trim | 6 |
| 94 | CHWY Chewy, Inc. | 0.2% | $223.18M | 5.52M | -3.1% | ▼ Trim | 6 |
| 95 | SN SharkNinja, Inc. | 0.2% | $210.54M | 2.04M | -5.2% | ▼ Trim | 6 |
| 96 | FN Fabrinet | 0.1% | $201.69M | 553.16K | -6.1% | ▼ Trim | 6 |
| 97 | BZ Kanzhun Limited | 0.1% | $200.07M | 8.56M | +168.9% | ▲ Add | 3 |
| 98 | COIN Coinbase Global, Inc. | 0.1% | $198.25M | 587.42K | Nuevo | New | 1 |
| 99 | EPAM EPAM Systems, Inc. | 0.1% | $195.10M | 1.29M | +20.7% | ▲ Add | 2 |
| 100 | ECL Ecolab Inc. | 0.1% | $194.90M | 711.67K | -2.3% | ▼ Trim | 6 |
| 101 | BROS Dutch Bros Inc. | 0.1% | $183.04M | 3.50M | -3.4% | ▼ Trim | 5 |
| 102 | AAPL Apple Inc. | 0.1% | $181.01M | 710.87K | -1.5% | ▼ Trim | 6 |
| 103 | NYT The New York Times Company | 0.1% | $180.58M | 3.15M | -2.5% | ▼ Trim | 6 |
| 104 | BLDR Builders FirstSource, Inc. | 0.1% | $178.21M | 1.47M | -3.6% | ▼ Trim | 5 |
| 105 | GOOGL Alphabet Inc. | 0.1% | $173.87M | 715.21K | -7.1% | ▼ Trim | 6 |
| 106 | KNF Knife River Corporation | 0.1% | $169.02M | 2.20M | Nuevo | New | 1 |
| 107 | DNLI Denali Therapeutics Inc. | 0.1% | $168.31M | 11.59M | -3.0% | ▼ Trim | 6 |
| 108 | ILMN Illumina, Inc. | 0.1% | $160.19M | 1.69M | -3.1% | ▼ Trim | 6 |
| 109 | LMND Lemonade, Inc. | 0.1% | $157.49M | 2.94M | -5.4% | ▼ Trim | 6 |
| 110 | FIG Figma, Inc. | 0.1% | $154.24M | 2.97M | Nuevo | New | 1 |
| 111 | MBLY Mobileye Global Inc. | 0.1% | $152.63M | 10.81M | -20.1% | ▼ Trim | 6 |
| 112 | IBN ICICI Bank Limited | 0.1% | $147.66M | 4.88M | -7.2% | ▼ Trim | 6 |
| 113 | PONY Pony AI Inc. American… | 0.1% | $145.29M | 6.46M | -9.5% | ▼ Trim | 2 |
| 114 | ADI Analog Devices, Inc. | 0.1% | $142.71M | 580.84K | +1.7% | ▲ Add | 6 |
| 115 | PG The Procter & Gamble Company | 0.1% | $141.25M | 919.29K | -2.8% | ▼ Trim | 6 |
| 116 | MNDY monday.com Ltd. | 0.1% | $137.19M | 708.28K | +136.5% | ▲ Add | 6 |
| 117 | RELY Remitly Global, Inc. | 0.1% | $128.25M | 7.87M | -2.0% | ▼ Trim | 6 |
| 118 | CME CME Group Inc. | 0.1% | $123.59M | 457.42K | -2.8% | ▼ Trim | 5 |
| 119 | SVV Savers Value Village | 0.1% | $123.33M | 9.31M | -2.8% | ▼ Trim | 6 |
| 120 | FND Floor & Decor Holdings, Inc. | 0.1% | $121.56M | 1.65M | -2.0% | ▼ Trim | 6 |
| 121 | FAST Fastenal Company | 0.1% | $119.23M | 2.43M | -12.4% | ▼ Trim | 6 |
| 122 | RXRX Recursion Pharmaceuticals… | 0.1% | $117.02M | 23.98M | -0.8% | ▼ Trim | 6 |
| 123 | BC Brunswick Corporation | 0.1% | $114.46M | 1.81M | -4.4% | ▼ Trim | 6 |
| 124 | LINE Lineage, Inc. | 0.1% | $114.15M | 2.95M | -0.1% | ▼ Trim | 5 |
| 125 | WSC WillScot Holdings… | 0.1% | $102.53M | 4.86M | -5.0% | ▼ Trim | 3 |
| 126 | HTFL Heartflow, Inc. Common Stock | 0.1% | $101.18M | 3.01M | Nuevo | New | 1 |
| 127 | INTU Intuit Inc. | 0.1% | $95.76M | 140.22K | +0.5% | ▲ Add | 6 |
| 128 | BBD Banco Bradesco S.A. | 0.1% | $94.55M | 27.97M | -2.4% | ▼ Trim | 6 |
| 129 | ENPH Enphase Energy, Inc. | 0.1% | $94.31M | 2.66M | -70.3% | ▼ Trim | 6 |
| 130 | PEP PepsiCo, Inc. | 0.1% | $93.05M | 662.56K | -3.1% | ▼ Trim | 6 |
| 131 | AXON Axon Enterprise, Inc. | 0.1% | $90.77M | 126.48K | -1.4% | ▼ Trim | 6 |
| 132 | ARM Arm Holdings plc American… | 0.1% | $90.68M | 640.88K | Nuevo | New | 1 |
| 133 | TFII TFI International Inc. | 0.1% | $89.71M | 1.02M | -3.0% | ▼ Trim | 4 |
| 134 | SG Sweetgreen, Inc. | 0.1% | $88.26M | 11.06M | -14.9% | ▼ Trim | 6 |
| 135 | YETI YETI Holdings, Inc. | 0.1% | $86.76M | 2.61M | -2.8% | ▼ Trim | 6 |
| 136 | COUR Coursera, Inc. | 0.1% | $86.73M | 7.41M | -2.2% | ▼ Trim | 6 |
| 137 | AMSC American Superconductor… | 0.1% | $84.77M | 1.43M | -1.7% | ▼ Trim | 6 |
| 138 | VRTX Vertex Pharmaceuticals… | 0.1% | $81.09M | 207.06K | -2.5% | ▼ Trim | 6 |
| 139 | INSP Inspire Medical Systems… | 0.1% | $80.46M | 1.08M | -2.6% | ▼ Trim | 6 |
| 140 | ITUB Itaú Unibanco Holding S.A. | 0.1% | $72.55M | 9.88M | -2.6% | ▼ Trim | 6 |
| 141 | CSCO Cisco Systems, Inc. | 0.1% | $70.21M | 1.03M | -2.8% | ▼ Trim | 6 |
| 142 | XMTR Xometry, Inc. | 0.1% | $70.01M | 1.29M | -0.8% | ▼ Trim | 4 |
| 143 | BABA Alibaba Group Holding… | 0.0% | $66.42M | 371.61K | Nuevo | New | 1 |
| 144 | MP MP Materials Corp. | 0.0% | $64.03M | 954.60K | -27.6% | ▼ Trim | 6 |
| 145 | SBUX Starbucks Corporation | 0.0% | $58.14M | 687.22K | -4.0% | ▼ Trim | 6 |
| 146 | Z Zillow Group, Inc. Class C | 0.0% | $57.81M | 753.32K | -1.1% | ▼ Trim | 6 |
| 147 | ACN Accenture plc | 0.0% | $56.54M | 229.26K | -2.3% | ▼ Trim | 2 |
| 148 | ABCL AbCellera Biologics Inc. | 0.0% | $52.43M | 10.42M | +0.6% | ▲ Add | 6 |
| 149 | HD The Home Depot, Inc. | 0.0% | $52.38M | 129.27K | -2.3% | ▼ Trim | 6 |
| 150 | KO The Coca-Cola Company | 0.0% | $51.09M | 770.38K | -1.5% | ▼ Trim | 6 |
| 151 | TROW T. Rowe Price Group, Inc. | 0.0% | $50.72M | 494.11K | -2.5% | ▼ Trim | 6 |
| 152 | JKHY Jack Henry & Associates… | 0.0% | $50.11M | 336.49K | -2.8% | ▼ Trim | 2 |
| 153 | DNA Ginkgo Bioworks Holdings… | 0.0% | $47.17M | 3.24M | -1.2% | ▼ Trim | 6 |
| 154 | AEHR Aehr Test Systems | 0.0% | $46.09M | 1.53M | -23.1% | ▼ Trim | 6 |
| 155 | FROG JFrog Ltd. | 0.0% | $46.07M | 973.32K | 0.0% | ▼ Trim | 6 |
| 156 | CGNX Cognex Corporation | 0.0% | $45.68M | 1.01M | -13.7% | ▼ Trim | 6 |
| 157 | MDT Medtronic plc | 0.0% | $45.55M | 478.21K | -3.0% | ▼ Trim | 6 |
| 158 | ALAB Astera Labs, Inc. Common… | 0.0% | $45.19M | 230.79K | -1.1% | ▼ Trim | 2 |
| 159 | INFY Infosys Limited | 0.0% | $44.65M | 2.74M | -4.3% | ▼ Trim | 6 |
| 160 | PBR-A Petróleo Brasileiro S.A. -… | 0.0% | $44.61M | 3.77M | -42.2% | ▼ Trim | 6 |
| 161 | EW Edwards Lifesciences… | 0.0% | $44.50M | 572.25K | -1.8% | ▼ Trim | 6 |
| 162 | EXAS Exact Sciences Corporation | 0.0% | $41.76M | 763.36K | -2.1% | ▼ Trim | 6 |
| 163 | SANA Sana Biotechnology, Inc. | 0.0% | $40.60M | 11.44M | +13.6% | ▲ Add | 6 |
| 164 | MCD McDonald's Corporation | 0.0% | $39.67M | 130.53K | -4.2% | ▼ Trim | 6 |
| 165 | PAYX Paychex, Inc. | 0.0% | $39.14M | 308.81K | -3.0% | ▼ Trim | 4 |
| 166 | DLO Dlocal Limited | 0.0% | $38.13M | 2.67M | -1.1% | ▼ Trim | 6 |
| 167 | CYBR CyberArk Software Ltd. | 0.0% | $35.62M | 73.73K | -37.5% | ▼ Trim | 6 |
| 168 | TWST Twist Bioscience Corporation | 0.0% | $35.53M | 1.26M | +62.8% | ▲ Add | 6 |
| 169 | LU Lufax Holding Ltd | 0.0% | $34.13M | 8.41M | -9.5% | ▼ Trim | 6 |
| 170 | ALB Albemarle Corporation | 0.0% | $33.82M | 480.63K | -5.8% | ▼ Trim | 6 |
| 171 | CP Canadian Pacific Kansas… | 0.0% | $33.45M | 448.98K | -60.0% | ▼ Trim | 6 |
| 172 | IPGP IPG Photonics Corporation | 0.0% | $32.25M | 407.27K | -0.9% | ▼ Trim | 6 |
| 173 | PRCT PROCEPT BioRobotics… | 0.0% | $30.65M | 858.83K | -2.0% | ▼ Trim | 3 |
| 174 | APPN Appian Corporation | 0.0% | $30.39M | 993.97K | -1.2% | ▼ Trim | 6 |
| 175 | SKYT SkyWater Technology, Inc. | 0.0% | $30.37M | 1.63M | 0.0% | Held | 6 |
| 176 | TMDX TransMedics Group, Inc. | 0.0% | $29.25M | 260.72K | -0.8% | ▼ Trim | 6 |
| 177 | AMPL Amplitude, Inc. | 0.0% | $28.75M | 2.68M | +35.5% | ▲ Add | 3 |
| 178 | MKTX MarketAxess Holdings Inc. | 0.0% | $28.61M | 164.20K | -12.1% | ▼ Trim | 6 |
| 179 | BCH Banco De Chile ADR | 0.0% | $28.36M | 936.04K | -74.3% | ▼ Trim | 6 |
| 180 | RAMP LiveRamp Holdings, Inc. | 0.0% | $27.86M | 1.03M | -1.0% | ▼ Trim | 6 |
| 181 | PGNY Progyny, Inc. | 0.0% | $27.05M | 1.26M | -0.8% | ▼ Trim | 6 |
| 182 | IREN IREN Limited | 0.0% | $26.42M | 562.99K | Nuevo | New | 1 |
| 183 | CRCL Circle Internet Group | 0.0% | $24.64M | 185.87K | -1.7% | ▼ Trim | 2 |
| 184 | VECO Veeco Instruments Inc. | 0.0% | $22.65M | 744.22K | -0.8% | ▼ Trim | 6 |
| 185 | MNST Monster Beverage Corporation | 0.0% | $22.13M | 328.79K | +22.7% | ▲ Add | 5 |
| 186 | UPWK Upwork Inc. | 0.0% | $21.88M | 1.18M | -33.0% | ▼ Trim | 6 |
| 187 | QS QuantumScape Corporation | 0.0% | $21.04M | 1.71M | -8.6% | ▼ Trim | 6 |
| 188 | SDGR Schrödinger, Inc. | 0.0% | $19.55M | 974.79K | -1.1% | ▼ Trim | 6 |
| 189 | NEE NextEra Energy, Inc. | 0.0% | $19.45M | 257.66K | +706.0% | ▲ Add | 6 |
| 190 | KTOS Kratos Defense & Security… | 0.0% | $19.05M | 208.47K | Nuevo | New | 1 |
| 191 | UTI Universal Technical… | 0.0% | $18.90M | 580.67K | Nuevo | New | 1 |
| 192 | CFLT Confluent, Inc. | 0.0% | $18.83M | 950.80K | -1.2% | ▼ Trim | 6 |
| 193 | BEPC Brookfield Renewable… | 0.0% | $18.27M | 530.81K | -2.6% | ▼ Trim | 6 |
| 194 | WAB Westinghouse Air Brake… | 0.0% | $18.13M | 90.44K | -11.3% | ▼ Trim | 6 |
| 195 | ADBE Adobe Inc. | 0.0% | $17.82M | 50.51K | Nuevo | New | 1 |
| 196 | MSI Motorola Solutions, Inc. | 0.0% | $17.72M | 38.76K | Nuevo | New | 1 |
| 197 | TTEK Tetra Tech, Inc. | 0.0% | $17.46M | 523.15K | -11.0% | ▼ Trim | 3 |
| 198 | UNH UnitedHealth Group… | 0.0% | $16.80M | 48.65K | -93.0% | ▼ Trim | 6 |
| 199 | MRSH Marsh & McLennan Companies… | 0.0% | $16.60M | 82.36K | -11.1% | ▼ Trim | 5 |
| 200 | BKNG Booking Holdings Inc. | 0.0% | $16.51M | 3.06K | -31.3% | ▼ Trim | 6 |
| 201 | EXC Exelon Corporation | 0.0% | $16.48M | 366.17K | +325.6% | ▲ Add | 6 |
| 202 | EOG EOG Resources, Inc. | 0.0% | $16.15M | 144.03K | +13.1% | ▲ Add | 6 |
| 203 | FTS Fortis Inc. | 0.0% | $16.00M | 315.47K | +41.7% | ▲ Add | 6 |
| 204 | ES Eversource Energy | 0.0% | $15.83M | 222.56K | +11.8% | ▲ Add | 6 |
| 205 | WEC WEC Energy Group, Inc. | 0.0% | $15.05M | 131.36K | +53.0% | ▲ Add | 6 |
| 206 | EQT EQT Corporation | 0.0% | $15.00M | 275.62K | Nuevo | New | 1 |
| 207 | CNP CenterPoint Energy, Inc. | 0.0% | $14.76M | 380.33K | +553.9% | ▲ Add | 6 |
| 208 | TJX The TJX Companies, Inc. | 0.0% | $14.59M | 100.96K | -0.9% | ▼ Trim | 6 |
| 209 | NVCR Novocure Ltd | 0.0% | $14.52M | 1.12M | -0.4% | ▼ Trim | 6 |
| 210 | SO The Southern Company | 0.0% | $14.47M | 152.73K | +595.1% | ▲ Add | 6 |
| 211 | MSA MSA Safety Incorporated | 0.0% | $14.28M | 82.98K | -10.8% | ▼ Trim | 6 |
| 212 | CHYM Chime Financial, Inc. Class… | 0.0% | $13.69M | 678.72K | 0.0% | Held | 2 |
| 213 | CRWD CrowdStrike Holdings, Inc. | 0.0% | $13.65M | 27.84K | -0.7% | ▼ Trim | 5 |
| 214 | TNDM Tandem Diabetes Care, Inc. | 0.0% | $13.60M | 1.12M | -0.5% | ▼ Trim | 6 |
| 215 | PGR The Progressive Corporation | 0.0% | $13.48M | 54.61K | -0.7% | ▼ Trim | 6 |
| 216 | SNPS Synopsys, Inc. | 0.0% | $13.13M | 26.62K | +20.8% | ▲ Add | 3 |
| 217 | KRNT Kornit Digital Ltd. | 0.0% | $13.07M | 967.95K | -0.3% | ▼ Trim | 2 |
| 218 | CDNS Cadence Design Systems, Inc. | 0.0% | $12.70M | 36.15K | -11.2% | ▼ Trim | 3 |
| 219 | WRBY Warby Parker Inc. | 0.0% | $12.60M | 456.79K | -74.7% | ▼ Trim | 6 |
| 220 | AMT American Tower Corporation | 0.0% | $12.55M | 65.27K | -3.8% | ▼ Trim | 6 |
| 221 | GGG Graco Inc. | 0.0% | $9.80M | 115.38K | +10.5% | ▲ Add | 6 |
| 222 | CSL Carlisle Companies… | 0.0% | $9.30M | 28.27K | -10.4% | ▼ Trim | 6 |
| 223 | NKE NIKE, Inc. | 0.0% | $8.90M | 127.64K | -1.0% | ▼ Trim | 6 |
| 224 | PYPL PayPal Holdings, Inc. | 0.0% | $8.35M | 124.52K | -0.6% | ▼ Trim | 6 |
| 225 | BUR Burford Capital Limited | 0.0% | $8.32M | 698.64K | -11.5% | ▼ Trim | 6 |
| 226 | EQR Equity Residential | 0.0% | $7.46M | 115.18K | +566.8% | ▲ Add | 6 |
| 227 | EIC Eagle Point Income | 0.0% | $7.45M | 553.30K | 0.0% | Held | 3 |
| 228 | BEKE KE Holdings Inc. | 0.0% | $7.23M | 380.75K | -10.2% | ▼ Trim | 6 |
| 229 | BEAM Beam Therapeutics Inc. | 0.0% | $7.23M | 297.80K | -0.8% | ▼ Trim | 6 |
| 230 | Cable One Convertible 1.125 2028 (sin mapear) | n/a | $6.31M | 7.37M | n/a | n/a | |
| 231 | SUI Sun Communities, Inc. | 0.0% | $6.22M | 48.21K | +26.6% | ▲ Add | 6 |
| 232 | RXST RxSight, Inc. | 0.0% | $6.17M | 686.32K | +46.4% | ▲ Add | 6 |
| 233 | PLD Prologis, Inc. | 0.0% | $5.98M | 52.25K | -1.8% | ▼ Trim | 6 |
| 234 | TBBB BBB Foods Inc. | 0.0% | $5.25M | 194.85K | +123.4% | ▲ Add | 2 |
| 235 | PM Philip Morris International… | 0.0% | $3.13M | 19.30K | +21.2% | ▲ Add | 5 |
| 236 | DMXF ETFS Ishares Esg Advanced… | 0.0% | $2.68M | 35.40K | Nuevo | New | 1 |
| 237 | AER AerCap Holdings N.V. | 0.0% | $1.95M | 16.09K | -3.9% | ▼ Trim | 2 |
| 238 | ED Consolidated Edison, Inc. | 0.0% | $1.92M | 19.09K | 0.0% | Held | 6 |
| 239 | QXO QXO, Inc. | 0.0% | $1.73M | 90.86K | Nuevo | New | 1 |
| 240 | FRPT Freshpet, Inc. | 0.0% | $1.30M | 23.60K | +80.8% | ▲ Add | 6 |
| 241 | DLR Digital Realty Trust, Inc. | 0.0% | $1.12M | 6.47K | 0.0% | Held | 6 |
| 242 | EIX Edison International | 0.0% | $1.04M | 18.90K | 0.0% | Held | 4 |
| 243 | DOC Healthpeak Properties, Inc. | 0.0% | $986,091 | 51.49K | 0.0% | Held | 6 |
| 244 | BSLK Bolt Projects Holdings Inc. | 0.0% | $466,036 | 123.29K | 0.0% | Held | 2 |
| 245 | DCBO Docebo | 0.0% | $364,555 | 13.36K | 0.0% | Held | 6 |
| 246 | RH Rh | 0.0% | $56,233 | 469 | +97.1% | ▲ Add | 6 |
| 247 | STN Stantec Inc. | 0.0% | $44,550 | 413 | +2.5% | ▲ Add | 5 |
| 248 | TER Teradyne, Inc. | 0.0% | $42,944 | 312 | 0.0% | Held | 6 |
| 249 | BSY Bentley Systems… | 0.0% | $28,057 | 545 | Nuevo | New | 1 |
| 250 | UL Unilever PLC | 0.0% | $27,032 | 456 | +36.1% | ▲ Add | 6 |
| 251 | RIO Rio Tinto Group | 0.0% | $22,905 | 347 | +73.5% | ▲ Add | 6 |
| 252 | URI United Rentals, Inc. | 0.0% | $21,003 | 22 | 0.0% | Held | 3 |
| 253 | HUBB Hubbell Incorporated | 0.0% | $18,503 | 43 | 0.0% | Held | 3 |
| 254 | NXT Nextpower Inc. | 0.0% | $17,610 | 238 | Nuevo | New | 1 |
| 255 | NVO Novo Nordisk A/S | 0.0% | $17,424 | 314 | +141.5% | ▲ Add | 6 |
| 256 | VEEV Veeva Systems Inc. | 0.0% | $12,512 | 42 | 0.0% | Held | 6 |
| 257 | TTE TotalEnergies SE | 0.0% | $8,237 | 138 | +7.8% | ▲ Add | 4 |
| 258 | BUD Anheuser-Busch InBev SA/NV | 0.0% | $7,094 | 119 | +5.3% | ▲ Add | 6 |
| 259 | UBS UBS Group AG | 0.0% | $7,052 | 172 | 0.0% | Held | 2 |
| 260 | BIDU Baidu, Inc. | 0.0% | $4,348 | 33 | Nuevo | New | 1 |
| 261 | ONC BeOne Medicines AG | 0.0% | $2,726 | 8 | Nuevo | New | 1 |
| 262 | LI Li Auto Inc. | 0.0% | $2,559 | 101 | -9.8% | ▼ Trim | 6 |
| 263 | WNS Global Services (sin mapear) | n/a | $1,983 | 26 | n/a | n/a |
Solo posiciones de acciones ordinarias (SH); las líneas de opciones están en la pestaña Opciones y nunca se netean. ✂ = cambio calculado respecto a las acciones previas ajustadas por splits. "Mantenido N+" = mantenido cada trimestre en nuestra ventana, posiblemente más.
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| COIN Coinbase Global, Inc. | 587.42K | n/a | Nuevo | $198.25M | 0.1% | |
| KNF Knife River Corporation | 2.20M | n/a | Nuevo | $169.02M | 0.1% | |
| FIG Figma, Inc. | 2.97M | n/a | Nuevo | $154.24M | 0.1% | |
| HTFL Heartflow, Inc. Common… | 3.01M | n/a | Nuevo | $101.18M | 0.1% | |
| ARM Arm Holdings plc… | 640.88K | n/a | Nuevo | $90.68M | 0.1% | |
| BABA Alibaba Group Holding… | 371.61K | n/a | Nuevo | $66.42M | 0.0% | |
| IREN IREN Limited | 562.99K | n/a | Nuevo | $26.42M | 0.0% | |
| KTOS Kratos Defense &… | 208.47K | n/a | Nuevo | $19.05M | 0.0% | |
| UTI Universal Technical… | 580.67K | n/a | Nuevo | $18.90M | 0.0% | |
| ADBE Adobe Inc. | 50.51K | n/a | Nuevo | $17.82M | 0.0% | |
| MSI Motorola Solutions, Inc. | 38.76K | n/a | Nuevo | $17.72M | 0.0% | |
| EQT EQT Corporation | 275.62K | n/a | Nuevo | $15.00M | 0.0% | |
| DMXF | 35.40K | n/a | Nuevo | $2.68M | 0.0% | |
| QXO QXO, Inc. | 90.86K | n/a | Nuevo | $1.73M | 0.0% | |
| BSY Bentley Systems… | 545 | n/a | Nuevo | $28,057 | 0.0% | |
| NXT Nextpower Inc. | 238 | n/a | Nuevo | $17,610 | 0.0% | |
| BIDU Baidu, Inc. | 33 | n/a | Nuevo | $4,348 | 0.0% | |
| ONC BeOne Medicines AG | 8 | n/a | Nuevo | $2,726 | 0.0% |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| DUOL Duolingo, Inc. | 2.83M | 2.20M | +28.6% | $910.11M | 0.7% | |
| RKLB Rocket Lab USA, Inc. | 12.13M | 4.39M | +176.2% | $580.95M | 0.4% | ●●○○○○ |
| ENSG The Ensign Group, Inc. | 2.82M | 1.44M | +96.2% | $486.97M | 0.4% | ●●○○○○ |
| MSCI MSCI Inc. | 691.55K | 360.51K | +91.8% | $392.39M | 0.3% | ●●○○○○ |
| MCO Moody's Corporation | 738.64K | 736.78K | +0.2% | $351.95M | 0.3% | |
| PAYC Paycom Software, Inc. | 1.71M | 1.55M | +10.3% | $355.64M | 0.3% | |
| BN Brookfield Corporation | 4.82M | 4.76M | +1.2% | $330.72M | 0.2% | |
| GH Guardant Health, Inc. | 5.13M | 4.81M | +6.6% | $320.38M | 0.2% | |
| MEDP Medpace Holdings, Inc. | 584.80K | 522.29K | +12.0% | $300.68M | 0.2% | ●●○○○○ |
| BZ Kanzhun Limited | 8.56M | 3.19M | +168.9% | $200.07M | 0.1% | |
| EPAM EPAM Systems, Inc. | 1.29M | 1.07M | +20.7% | $195.10M | 0.1% | ●●○○○○ |
| ADI Analog Devices, Inc. | 580.84K | 571.16K | +1.7% | $142.71M | 0.1% | |
| MNDY monday.com Ltd. | 708.28K | 299.43K | +136.5% | $137.19M | 0.1% | |
| INTU Intuit Inc. | 140.22K | 139.50K | +0.5% | $95.76M | 0.1% | ●●●●○○ |
| ABCL AbCellera Biologics Inc. | 10.42M | 10.36M | +0.6% | $52.43M | 0.0% | |
| SANA Sana Biotechnology, Inc. | 11.44M | 10.06M | +13.6% | $40.60M | 0.0% | |
| TWST Twist Bioscience… | 1.26M | 775.69K | +62.8% | $35.53M | 0.0% | ●●○○○○ |
| AMPL Amplitude, Inc. | 2.68M | 1.98M | +35.5% | $28.75M | 0.0% | |
| MNST Monster Beverage… | 328.79K | 267.93K | +22.7% | $22.13M | 0.0% | ●●○○○○ |
| NEE NextEra Energy, Inc. | 257.66K | 31.97K | +706.0% | $19.45M | 0.0% | ●●○○○○ |
| EXC Exelon Corporation | 366.17K | 86.03K | +325.6% | $16.48M | 0.0% | |
| EOG EOG Resources, Inc. | 144.03K | 127.33K | +13.1% | $16.15M | 0.0% | ●●●●●○ |
| FTS Fortis Inc. | 315.47K | 222.67K | +41.7% | $16.00M | 0.0% | |
| ES Eversource Energy | 222.56K | 199.11K | +11.8% | $15.83M | 0.0% | |
| WEC WEC Energy Group, Inc. | 131.36K | 85.89K | +53.0% | $15.05M | 0.0% | |
| CNP CenterPoint Energy, Inc. | 380.33K | 58.16K | +553.9% | $14.76M | 0.0% | |
| SO The Southern Company | 152.73K | 21.97K | +595.1% | $14.47M | 0.0% | |
| SNPS Synopsys, Inc. | 26.62K | 22.04K | +20.8% | $13.13M | 0.0% | |
| GGG Graco Inc. | 115.38K | 104.42K | +10.5% | $9.80M | 0.0% | ●●○○○○ |
| EQR Equity Residential | 115.18K | 17.27K | +566.8% | $7.46M | 0.0% | ●●●○○○ |
| SUI Sun Communities, Inc. | 48.21K | 38.08K | +26.6% | $6.22M | 0.0% | ●●○○○○ |
| RXST RxSight, Inc. | 686.32K | 468.94K | +46.4% | $6.17M | 0.0% | ●●○○○○ |
| TBBB BBB Foods Inc. | 194.85K | 87.23K | +123.4% | $5.25M | 0.0% | ●●○○○○ |
| PM Philip Morris… | 19.30K | 15.92K | +21.2% | $3.13M | 0.0% | ●●○○○○ |
| FRPT Freshpet, Inc. | 23.60K | 13.05K | +80.8% | $1.30M | 0.0% | ●●○○○○ |
| RH Rh | 469 | 238 | +97.1% | $56,233 | 0.0% | |
| STN Stantec Inc. | 413 | 403 | +2.5% | $44,550 | 0.0% | |
| UL Unilever PLC | 456 | 335 | +36.1% | $27,032 | 0.0% | |
| RIO Rio Tinto Group | 347 | 200 | +73.5% | $22,905 | 0.0% | |
| NVO Novo Nordisk A/S | 314 | 130 | +141.5% | $17,424 | 0.0% | |
| TTE TotalEnergies SE | 138 | 128 | +7.8% | $8,237 | 0.0% | ●●○○○○ |
| BUD Anheuser-Busch InBev… | 119 | 113 | +5.3% | $7,094 | 0.0% | ●●○○○○ |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| MELI MercadoLibre, Inc. | 3.32M | 3.51M | -5.4% | $7.75B | 5.7% | ●●●●●○ |
| NVDA NVIDIA Corporation | 46.55M | 49.06M | -5.1% | $8.69B | 6.4% | |
| SPOT Spotify Technology S.A. | 8.70M | 9.63M | -9.7% | $6.07B | 4.5% | ●●●●●○ |
| AMZN Amazon.com, Inc. | 31.66M | 33.29M | -4.9% | $6.95B | 5.1% | ●●●●●○ |
| SE Sea Limited | 40.09M | 41.62M | -3.7% | $7.17B | 5.3% | |
| SHOP Shopify Inc. | 35.44M | 37.75M | -6.1% | $5.27B | 3.9% | ●●●●○○ |
| NFLX Netflix, Inc. | 3.65M | 3.90M | -6.5% | $4.37B | 3.2% | ●●●●●○ |
| NET Cloudflare, Inc. | 21.85M | 25.53M | -14.4% | $4.69B | 3.5% | ●●●●●○ |
| CPNG Coupang, Inc. | 150.38M | 160.90M | -6.5% | $4.84B | 3.6% | |
| APP AppLovin Corporation | 6.25M | 6.40M | -2.4% | $4.49B | 3.3% | |
| PDD PDD Holdings Inc. | 31.80M | 34.37M | -7.5% | $4.20B | 3.1% | ●●○○○○ |
| NU Nu Holdings Ltd. | 251.46M | 260.98M | -3.6% | $4.03B | 3.0% | ●●○○○○ |
| META Meta Platforms, Inc. | 5.29M | 5.45M | -3.0% | $3.89B | 2.9% | ●●●●○○ |
| RBLX Roblox Corporation | 23.30M | 26.38M | -11.7% | $3.23B | 2.4% | ●●●●●○ |
| MSFT Microsoft Corporation | 5.86M | 6.03M | -2.8% | $3.04B | 2.2% | ●●●○○○ |
| DASH DoorDash, Inc. | 8.27M | 8.99M | -8.0% | $2.25B | 1.7% | ●●●●○○ |
| TTD The Trade Desk, Inc. | 29.12M | 30.70M | -5.2% | $1.43B | 1.1% | ●●●●○○ |
| RACE Ferrari N.V. | 3.94M | 4.26M | -7.4% | $1.91B | 1.4% | ●●●●●○ |
| IOT Samsara Inc. | 41.45M | 43.89M | -5.6% | $1.54B | 1.1% | |
| TEAM Atlassian Corporation | 8.12M | 8.53M | -4.8% | $1.30B | 1.0% | ●●○○○○ |
| ISRG Intuitive Surgical, Inc. | 2.60M | 3.11M | -16.4% | $1.16B | 0.9% | ●●●●○○ |
| DDOG Datadog, Inc. | 11.41M | 11.96M | -4.5% | $1.63B | 1.2% | ●●○○○○ |
| DXCM DexCom, Inc. | 15.88M | 16.71M | -4.9% | $1.07B | 0.8% | |
| RDDT Reddit, Inc. | 6.11M | 6.48M | -5.8% | $1.40B | 1.0% | |
| ALNY Alnylam… | 2.79M | 3.03M | -8.0% | $1.27B | 0.9% | ●●●●●○ |
| ELF e.l.f. Beauty, Inc. | 7.35M | 7.77M | -5.4% | $973.69M | 0.7% | ●●●○○○ |
| RYAAY Ryanair Holdings plc | 13.49M | 15.82M | -14.8% | $812.10M | 0.6% | ●●●●○○ |
| MA Mastercard Incorporated | 1.56M | 1.59M | -2.0% | $887.19M | 0.7% | ●●●●●○ |
| ELV Elevance Health Inc. | 2.17M | 2.24M | -3.1% | $700.17M | 0.5% | ●●●●●○ |
| BNTX BioNTech SE | 7.88M | 8.04M | -2.0% | $777.06M | 0.6% | ●●●●○○ |
| XYZ Block, Inc. | 11.66M | 12.01M | -3.0% | $842.33M | 0.6% | ●●○○○○ |
| SCI Service Corporation… | 9.69M | 10.00M | -3.1% | $806.34M | 0.6% | ●●●●●○ |
| JOBY Joby Aviation, Inc. | 50.42M | 52.82M | -4.5% | $813.79M | 0.6% | ●●●○○○ |
| TEM Tempus AI, Inc. | 9.69M | 12.09M | -19.9% | $782.28M | 0.6% | |
| MLM Martin Marietta… | 1.20M | 1.23M | -2.9% | $753.69M | 0.6% | ●●●●●○ |
| TSLA Tesla, Inc. | 1.66M | 1.70M | -2.5% | $737.12M | 0.5% | ●●●●●○ |
| GOOG Alphabet Inc. | 2.91M | 2.97M | -2.1% | $707.99M | 0.5% | ●●●●●○ |
| CSGP CoStar Group, Inc. | 8.24M | 8.54M | -3.5% | $695.35M | 0.5% | |
| SYM Symbotic Inc. | 12.68M | 13.44M | -5.6% | $683.65M | 0.5% | ●●●●○○ |
| PODD Insulet Corp. | 2.09M | 2.14M | -2.0% | $645.77M | 0.5% | ●●●○○○ |
| RIVN Rivian Automotive, Inc. | 44.94M | 47.58M | -5.6% | $659.68M | 0.5% | ●●●●○○ |
| RPRX Royalty Pharma plc | 17.37M | 18.02M | -3.6% | $612.90M | 0.5% | |
| SNOW Snowflake Inc. | 2.80M | 2.85M | -1.9% | $630.54M | 0.5% | ●●○○○○ |
| AZO AutoZone, Inc. | 143.93K | 148.11K | -2.8% | $617.50M | 0.5% | ●●●○○○ |
| MRNA Moderna, Inc. | 21.85M | 22.09M | -1.1% | $564.30M | 0.4% | ●●●●●○ |
| AVAV AeroVironment, Inc. | 1.78M | 1.94M | -8.0% | $561.66M | 0.4% | ●●●○○○ |
| MMYT MakeMyTrip Limited | 5.04M | 5.72M | -11.8% | $471.75M | 0.3% | |
| AFRM Affirm Holdings, Inc. | 5.90M | 7.53M | -21.7% | $430.83M | 0.3% | ●●●●●○ |
| WIX Wix.com Ltd. | 2.89M | 2.98M | -3.1% | $513.73M | 0.4% | ●●●●●○ |
| TSM Taiwan Semiconductor… | 1.56M | 2.27M | -30.9% | $436.83M | 0.3% | ●●○○○○ |
| PBR Petróleo Brasileiro… | 32.09M | 40.40M | -20.6% | $406.23M | 0.3% | ●●●●○○ |
| TXN Texas Instruments… | 2.28M | 2.34M | -2.2% | $419.60M | 0.3% | ●●●●●○ |
| ODD Oddity Tech Ltd. | 6.05M | 6.12M | -1.2% | $376.65M | 0.3% | ●●○○○○ |
| CBRE CBRE Group, Inc. | 2.83M | 3.00M | -5.5% | $446.08M | 0.3% | ●●●●●○ |
| FMX Fomento Económico… | 3.75M | 4.26M | -11.8% | $370.13M | 0.3% | ●●●○○○ |
| WSO Watsco, Inc. | 944.09K | 976.34K | -3.3% | $381.69M | 0.3% | ●●●●●○ |
| KSPI Joint Stock Company… | 4.79M | 5.03M | -4.9% | $390.92M | 0.3% | ●●○○○○ |
| BAP Credicorp Ltd. | 1.58M | 1.64M | -3.3% | $421.45M | 0.3% | |
| UBER Uber Technologies, Inc. | 4.18M | 4.28M | -2.3% | $409.44M | 0.3% | |
| SPGI S&P Global Inc. | 760.24K | 773.67K | -1.7% | $370.02M | 0.3% | ●●●●●○ |
| AUR Aurora Innovation, Inc. | 75.55M | 76.60M | -1.4% | $407.24M | 0.3% | ●●●●○○ |
| FTAI FTAI Aviation Ltd. | 2.43M | 2.57M | -5.5% | $405.09M | 0.3% | |
| MKL Markel Corporation | 196.89K | 201.62K | -2.4% | $376.32M | 0.3% | ●●●●●○ |
| WDAY Workday, Inc. | 1.53M | 1.61M | -4.8% | $368.06M | 0.3% | ●●●●○○ |
| DG Dollar General… | 3.25M | 3.36M | -3.2% | $335.62M | 0.2% | |
| SQM Sociedad Química y… | 8.86M | 9.23M | -4.0% | $380.88M | 0.3% | ●●○○○○ |
| W Wayfair Inc. | 4.15M | 5.66M | -26.8% | $370.65M | 0.3% | ●●●○○○ |
| ENPH Enphase Energy, Inc. | 2.66M | 8.98M | -70.3% | $94.31M | 0.1% | ●●○○○○ |
| FIX Comfort Systems USA… | 412.78K | 432.54K | -4.6% | $340.62M | 0.3% | ●●●●●○ |
| DKNG DraftKings Inc. | 7.69M | 7.93M | -3.1% | $287.53M | 0.2% | ●●○○○○ |
| WMS Advanced Drainage… | 2.40M | 2.47M | -3.1% | $332.20M | 0.2% | ●●●●●○ |
| CPA Copa Holdings, S.A. | 2.77M | 2.90M | -4.8% | $328.57M | 0.2% | ●●●●●○ |
| TME Tencent Music… | 13.01M | 16.81M | -22.6% | $303.59M | 0.2% | ●●●●●○ |
| CRM Salesforce, Inc. | 1.12M | 1.16M | -3.7% | $265.53M | 0.2% | ●●○○○○ |
| AJG Arthur J. Gallagher &… | 908.88K | 940.53K | -3.4% | $281.52M | 0.2% | ●●●●●○ |
| PINS Pinterest, Inc. | 7.80M | 8.01M | -2.6% | $250.93M | 0.2% | ●●●●●○ |
| GRAB Grab Holdings Limited | 47.63M | 48.13M | -1.1% | $286.71M | 0.2% | ●●○○○○ |
| DE Deere & Company | 542.68K | 553.90K | -2.0% | $248.15M | 0.2% | |
| DOCS Doximity, Inc. | 3.85M | 3.93M | -2.1% | $281.61M | 0.2% | ●●●●●○ |
| ON ON Semiconductor… | 5.06M | 5.34M | -5.1% | $249.74M | 0.2% | ●●○○○○ |
| HDB HDFC Bank Limited | 6.81M | 3.45M | -1.5% ✂ | $232.52M | 0.2% | ●●●●●○ |
| ETN Eaton Corporation plc | 697.89K | 725.20K | -3.8% | $261.19M | 0.2% | ●●●●●○ |
| BROS Dutch Bros Inc. | 3.50M | 3.62M | -3.4% | $183.04M | 0.1% | ●●●●○○ |
| MBLY Mobileye Global Inc. | 10.81M | 13.54M | -20.1% | $152.63M | 0.1% | ●●●●●○ |
| CHWY Chewy, Inc. | 5.52M | 5.70M | -3.1% | $223.18M | 0.2% | ●●●●●○ |
| TMO Thermo Fisher… | 491.23K | 504.68K | -2.7% | $238.26M | 0.2% | ●●●●●○ |
| PEN Penumbra, Inc. | 908.55K | 922.13K | -1.5% | $230.15M | 0.2% | |
| ADSK Autodesk, Inc. | 726.45K | 741.83K | -2.1% | $230.77M | 0.2% | ●●●●●○ |
| UNH UnitedHealth Group… | 48.65K | 691.85K | -93.0% | $16.80M | 0.0% | ●●●●●○ |
| SN SharkNinja, Inc. | 2.04M | 2.15M | -5.2% | $210.54M | 0.2% | ●●●○○○ |
| FN Fabrinet | 553.16K | 589.17K | -6.1% | $201.69M | 0.1% | ●●○○○○ |
| ECL Ecolab Inc. | 711.67K | 728.34K | -2.3% | $194.90M | 0.1% | ●●●●●○ |
| SG Sweetgreen, Inc. | 11.06M | 13.00M | -14.9% | $88.26M | 0.1% | |
| AAPL Apple Inc. | 710.87K | 721.73K | -1.5% | $181.01M | 0.1% | ●●●○○○ |
| NYT The New York Times… | 3.15M | 3.23M | -2.5% | $180.58M | 0.1% | |
| BLDR Builders FirstSource… | 1.47M | 1.52M | -3.6% | $178.21M | 0.1% | ●●●○○○ |
| IBN ICICI Bank Limited | 4.88M | 5.27M | -7.2% | $147.66M | 0.1% | ●●●●○○ |
| GOOGL Alphabet Inc. | 715.21K | 770.16K | -7.1% | $173.87M | 0.1% | ●●●○○○ |
| DNLI Denali Therapeutics Inc. | 11.59M | 11.96M | -3.0% | $168.31M | 0.1% | ●●●●●○ |
| ILMN Illumina, Inc. | 1.69M | 1.74M | -3.1% | $160.19M | 0.1% | ●●●●●○ |
| LMND Lemonade, Inc. | 2.94M | 3.11M | -5.4% | $157.49M | 0.1% | ●●●●●○ |
| RELY Remitly Global, Inc. | 7.87M | 8.03M | -2.0% | $128.25M | 0.1% | ●●●○○○ |
| PG The Procter & Gamble… | 919.29K | 945.39K | -2.8% | $141.25M | 0.1% | ●●○○○○ |
| PONY Pony AI Inc. American… | 6.46M | 7.14M | -9.5% | $145.29M | 0.1% | |
| INSP Inspire Medical… | 1.08M | 1.11M | -2.6% | $80.46M | 0.1% | ●●●●●○ |
| WSC WillScot Holdings… | 4.86M | 5.11M | -5.0% | $102.53M | 0.1% | ●●○○○○ |
| CME CME Group Inc. | 457.42K | 470.64K | -2.8% | $123.59M | 0.1% | |
| LINE Lineage, Inc. | 2.95M | 2.96M | -0.1% | $114.15M | 0.1% | |
| FND Floor & Decor Holdings… | 1.65M | 1.68M | -2.0% | $121.56M | 0.1% | ●●●●●○ |
| SVV | 9.31M | 9.57M | -2.8% | $123.33M | 0.1% | |
| RXRX Recursion… | 23.98M | 24.17M | -0.8% | $117.02M | 0.1% | ●●●●●○ |
| FAST Fastenal Company | 2.43M | 2.78M | -12.4% | $119.23M | 0.1% | ●●●●○○ |
| BC Brunswick Corporation | 1.81M | 1.89M | -4.4% | $114.46M | 0.1% | ●●●●●○ |
| BCH | 936.04K | 3.65M | -74.3% | $28.36M | 0.0% | |
| AXON Axon Enterprise, Inc. | 126.48K | 128.25K | -1.4% | $90.77M | 0.1% | ●●●●●○ |
| VRTX Vertex Pharmaceuticals… | 207.06K | 212.48K | -2.5% | $81.09M | 0.1% | |
| BBD Banco Bradesco S.A. | 27.97M | 28.65M | -2.4% | $94.55M | 0.1% | ●●●●●○ |
| TFII TFI International Inc. | 1.02M | 1.05M | -3.0% | $89.71M | 0.1% | ●●●○○○ |
| PEP PepsiCo, Inc. | 662.56K | 684.01K | -3.1% | $93.05M | 0.1% | ●●●○○○ |
| CP Canadian Pacific Kansas… | 448.98K | 1.12M | -60.0% | $33.45M | 0.0% | ●●●●●○ |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| YMM Full Truck Alliance Co.… | n/a | 14.49M | Salida | $171.08M | 0.1% | |
| ENTG Entegris, Inc. | n/a | 2.06M | Salida | $165.98M | 0.1% | |
| TRUP Trupanion, Inc. | n/a | 599.11K | Salida | $33.16M | 0.0% | |
| OSCR Oscar Health, Inc. | n/a | 822.09K | Salida | $17.63M | 0.0% | |
| AMBA Ambarella, Inc. | n/a | 259.38K | Salida | $17.14M | 0.0% | |
| HSY The Hershey Company | n/a | 101.39K | Salida | $16.83M | 0.0% | |
| SPT Sprout Social, Inc. | n/a | 526.65K | Salida | $11.01M | 0.0% | |
| BL BlackLine, Inc. | n/a | 193.74K | Salida | $10.97M | 0.0% | |
| KMX CarMax, Inc. | n/a | 126.44K | Salida | $8.50M | 0.0% | |
| DMRC | n/a | 474.19K | Salida | $6.26M | 0.0% | |
| CDXS | n/a | 1.69M | Salida | $4.11M | 0.0% | |
| ABNB Airbnb, Inc. | n/a | 30.76K | Salida | $4.07M | 0.0% | |
| QTRX | n/a | 600.81K | Salida | $4.00M | 0.0% | |
| MDB MongoDB, Inc. | n/a | 17.87K | Salida | $3.75M | 0.0% | |
| FCN FTI Consulting, Inc. | n/a | 6.74K | Salida | $1.09M | 0.0% | |
| NYAX | n/a | 8.23K | Salida | $413,973 | 0.0% | |
| XYL Xylem Inc. | n/a | 1.83K | Salida | $236,211 | 0.0% | |
| GMAB Genmab A/S | n/a | 12 | Salida | $248 | 0.0% |
Antigüedad de la posición
180–1 trimestres
382–4 trimestres
2055–8 trimestres
Trimestres consecutivos en que cada posición actual ha sido reportada, dentro de nuestra ventana de datos.
Gestores similares
| Gestor | Posiciones comunes | Superposición de nombres | Similitud ponderada | |
|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 212 | 12.4% | 0.6233 | Comparar ⇄ |
| Fidelity (FMR) | 267 | 5.1% | 0.5869 | Comparar ⇄ |
| Bamco Inc /Ny/ | 91 | 17.5% | 0.509 | Comparar ⇄ |
| Jennison Associates Llc | 99 | 13.5% | 0.483 | Comparar ⇄ |
| Credit Agricole S A | 188 | 15.8% | 0.4588 | Comparar ⇄ |
| Sumitomo Mitsui Trust Group, Inc. | 190 | 16.4% | 0.4575 | Comparar ⇄ |
| DZ BANK AG Deutsche Zentral… | 170 | 16.3% | 0.4471 | Comparar ⇄ |
| Swedbank AB | 148 | 18.1% | 0.444 | Comparar ⇄ |
Similitud basada solo en posiciones largas reportadas; las coberturas y los activos fuera del 13F son invisibles. Metodología
Historial de declaraciones
Aug 06 2026
13F-HR · período Q2 2026
$110.23B · 880 posiciones listadas · Ver presentación original ante la SEC ↗
May 08 2026
13F-HR · período Q1 2026
$97.89B · 906 posiciones listadas · Ver presentación original ante la SEC ↗
Jan 23 2026
13F-HR · período Q4 2025
$120.34B · 902 posiciones listadas · Ver presentación original ante la SEC ↗
Oct 31 2025
13F-HR · período Q3 2025
$135.00B · 905 posiciones listadas · Ver presentación original ante la SEC ↗
Aug 06 2025
13F-HR · período Q2 2025
$133.89B · 911 posiciones listadas · Ver presentación original ante la SEC ↗
May 07 2025
13F-HR · período Q1 2025
$114.59B · 902 posiciones listadas · Ver presentación original ante la SEC ↗
Jan 31 2025
13F-HR · período Q4 2024
$130.14B · 892 posiciones listadas · Ver presentación original ante la SEC ↗
Nov 05 2024
13F-HR · período Q3 2024
$133.63B · 933 posiciones listadas · Ver presentación original ante la SEC ↗
Jul 25 2024
13F-HR · período Q2 2024
$128.36B · 933 posiciones listadas · Ver presentación original ante la SEC ↗
Procedencia: Todas las posiciones analizadas de las tablas de información 13F de este gestor en SEC EDGAR; valores tal como se declararon, en USD enteros. Los cambios comparan la última versión aceptada de cada trimestre (enmiendas incorporadas) sobre recuentos de acciones ajustados por splits.
Período de reporte: Q3 2025 · última presentación Aug 06, 2026 ·
Metodología de cambios