★
Trade Filings
Yöneticiler Hisse Senetleri Dosyalar Süper Yatırımcılar
Sinyaller Kurumsal Alım Kurumsal Satış İçeriden Faaliyet 13D & 13G İzleme Sektör Rotasyonu
Araçlar Hisse Senedi Tarayıcı Yönetici Tarayıcı Yöneticileri Karşılaştır Konsensüs Sepetleri Tüm Araştırma Araçları Veri API'si
Öğren & Yapay Zeka Öğren Veriye Sor Yapay Zeka Ajanları
Haberler ★ Kaydedildi
Hakkında Hakkımızda Metodoloji İletişim Sorumluluk Reddi
Okuyucu
VERİ PLANLARI

Geçmiş veri indirmeleri: hesaplarla birlikte geliyor.

API GATEWAY

Sitenin önbelleğe alınmış verilerine ücretsiz, salt okunur JSON erişimi.

Karanlık mod

Rehberli Görünüm
Piyasalara yeni misiniz (fiyatlar, getiriler, YBB, piyasa değeri)? Her terimi gezinirken sade bir dille açıklıyoruz. Aynı veriler, yerleşik yardımla birlikte.

Uzman Görüşü
Piyasayı zaten biliyorsunuz. Sadece veri: temiz, hızlı ve kompakt, fazladan açıklama yok. Bu varsayılan görünümdür.

Arayüz dili
Yönetici kaydı · ✦ derlenmiş · arşivlenmiş çeyrek

Baillie Gifford

Edinburgh growth manager · Edinburgh, X0 · CIK 1088875 · EDGAR dosyaları ↗

Long-horizon growth investing.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Fark ⇄
$97.89BRaporlanan 13F değeri
906Pozisyonlar
42.5%İlk 10 ağırlığı
39.90Etkin varlık pozisyonları
4.6%Tahmini devir oranı
+16Yeni
−11Çıkışlar

Bildirilen 13F portföy değeri yalnızca ABD'nin bildirilebilir uzun pozisyonlarını kapsar; nakit, tahvil, kısa pozisyon veya ABD dışı varlıkları kapsamaz. Yönetim altındaki varlıkları temsil etmez.

Çeyreğe göre raporlanan değer Q2 2024 → Q2 2026
Sektör maruziyeti
Teknoloji 28.6% (-2.0pp)
Döngüsel Tüketim 25.9% (-0.7pp)
İletişim Hizmetleri 12.9% (-1.8pp)
Sağlık 10.3% (+1.2pp)
Finansal Hizmetler 8.2% (+0.4pp)
Sanayi 6.9% (+0.8pp)
Temel Malzemeler 2.2% (+0.6pp)
Savunmacı Tüketim 2.0% (+0.3pp)
Enerji 1.9% (+1.5pp)
Gayrimenkul 1.0% (-0.2pp)
Kamu hizmetleri 0.1% (+0.0pp)

Raporlanan adi özkaynak değerinin payı; bir önceki çeyreğe göre (±pp).

Portföy · Q1 2026
#Menkul kıymetAğırlıkDeğerHisselerΔ hisselerTutulan
1 NVDA NVIDIA Corporation 7.3% $7.11B 40.75M -7.1% ▼ Trim 8
2 AMZN Amazon.com, Inc. 6.0% $5.85B 28.09M -4.4% ▼ Trim 8
3 MELI MercadoLibre, Inc. 5.7% $5.59B 3.23M -7.1% ▼ Trim 8
4 SPOT Spotify Technology S.A. 4.1% $3.99B 8.22M -1.4% ▼ Trim 8
5 NU Nu Holdings Ltd. 3.6% $3.54B 246.56M -4.2% ▼ Trim 8
6 SHOP Shopify Inc. 3.5% $3.44B 29.02M -7.0% ▼ Trim 8
7 NET Cloudflare, Inc. 3.4% $3.29B 15.92M -5.3% ▼ Trim 8
8 SE Sea Limited 3.4% $3.28B 39.65M +2.3% ▲ Add 8
9 PDD PDD Holdings Inc. 3.0% $2.90B 28.35M -8.6% ▼ Trim 8
10 APP AppLovin Corporation 2.7% $2.67B 6.70M +8.7% ▲ Add 7
11 META Meta Platforms, Inc. 2.4% $2.35B 4.10M -6.8% ▼ Trim 8
12 CPNG Coupang, Inc. 2.3% $2.28B 120.66M -17.4% ▼ Trim 8
13 NFLX Netflix, Inc. 2.1% $2.10B 21.81M -41.0% ▼ Trim 8
14 IOT Samsara Inc. 1.9% $1.82B 57.52M +20.7% ▲ Add 8
15 MSFT Microsoft Corporation 1.5% $1.44B 3.88M -30.1% ▼ Trim 8
16 RACE Ferrari N.V. 1.3% $1.29B 3.88M -0.4% ▼ Trim 8
17 RBLX Roblox Corporation 1.2% $1.21B 21.42M -0.6% ▼ Trim 8
18 ISRG Intuitive Surgical, Inc. 1.2% $1.18B 2.57M +0.6% ▲ Add 8
19 RKLB Rocket Lab USA, Inc. 1.2% $1.18B 18.43M +3.2% ▲ Add 4
20 DASH DoorDash, Inc. 1.1% $1.09B 7.24M -9.1% ▼ Trim 8
21 AXON Axon Enterprise, Inc. 1.1% $1.04B 2.46M +49.8% ▲ Add 8
22 MRNA Moderna, Inc. 1.0% $1.02B 19.99M -2.9% ▼ Trim 8
23 GOOG Alphabet Inc. 1.0% $1.00B 3.50M -6.7% ▼ Trim 8
24 RDDT Reddit, Inc. 1.0% $984.17M 7.31M +22.2% ▲ Add 5
25 DXCM DexCom, Inc. 1.0% $979.65M 15.60M +0.3% ▲ Add 8
26 ENSG The Ensign Group, Inc. 1.0% $972.47M 4.83M +5.6% ▲ Add 7
27 BAP Credicorp Ltd. 0.9% $925.79M 2.73M +90.5% ▲ Add 8
28 PBR Petróleo Brasileiro S.A. -… 0.9% $922.10M 44.44M +50.5% ▲ Add 8
29 ALNY Alnylam Pharmaceuticals… 0.8% $825.15M 2.49M -4.1% ▼ Trim 8
30 RPRX Royalty Pharma plc 0.8% $774.99M 16.16M -5.0% ▼ Trim 8
31 SCI Service Corporation… 0.7% $710.03M 8.61M -6.1% ▼ Trim 8
32 MA Mastercard Incorporated 0.7% $682.59M 1.37M -6.7% ▼ Trim 8
33 TEAM Atlassian Corporation 0.7% $680.00M 9.96M +18.2% ▲ Add 8
34 SYM Symbotic Inc. 0.7% $663.93M 12.48M +0.3% ▲ Add 8
35 RIVN Rivian Automotive, Inc. 0.7% $659.51M 43.82M +0.1% ▲ Add 8
36 MLM Martin Marietta Materials… 0.7% $640.12M 1.09M -6.2% ▼ Trim 8
37 GOOGL Alphabet Inc. 0.6% $559.88M 1.95M +2.1% ▲ Add 8
38 MMYT MakeMyTrip Limited 0.6% $559.83M 15.01M +191.2% ▲ Add 8
39 CSGP CoStar Group, Inc. 0.6% $549.06M 13.61M +5.2% ▲ Add 8
40 RYAAY Ryanair Holdings plc 0.5% $533.22M 9.23M -18.7% ▼ Trim 8
41 JOBY Joby Aviation, Inc. 0.5% $515.59M 62.42M +25.9% ▲ Add 8
42 TSLA Tesla, Inc. 0.5% $484.07M 1.30M -3.0% ▼ Trim 8
43 DUOL Duolingo, Inc. 0.5% $480.61M 4.88M +0.3% ▲ Add 8
44 SQM Sociedad Química y Minera… 0.5% $461.94M 5.71M -8.4% ▼ Trim 6
45 MSCI MSCI Inc. 0.5% $459.43M 852.36K +0.7% ▲ Add 4
46 MDLN Medline Inc. 0.5% $443.92M 9.98M -4.2% ▼ Trim 2
47 ELF e.l.f. Beauty, Inc. 0.4% $435.66M 7.19M +0.1% ▲ Add 8
48 TSM Taiwan Semiconductor… 0.4% $433.34M 1.28M -4.1% ▼ Trim 8
49 PODD Insulet Corp. 0.4% $425.87M 2.03M -0.9% ▼ Trim 8
50 WSO Watsco, Inc. 0.4% $413.72M 1.14M +23.9% ▲ Add 8
51 SNOW Snowflake Inc. 0.4% $403.66M 2.68M -2.2% ▼ Trim 8
52 TXN Texas Instruments… 0.4% $395.90M 2.04M -6.4% ▼ Trim 8
53 EOG EOG Resources, Inc. 0.4% $393.02M 2.72M +1787.4% ▲ Add 8
54 TEM Tempus AI, Inc. 0.4% $391.12M 8.65M -1.1% ▼ Trim 4
55 KSPI Joint Stock Company Kaspi.kz 0.4% $379.48M 5.12M +9.6% ▲ Add 8
56 DG Dollar General Corporation 0.4% $374.34M 3.15M -4.9% ▼ Trim 4
57 DDOG Datadog, Inc. 0.4% $363.84M 3.08M -22.2% ▼ Trim 8
58 GH Guardant Health, Inc. 0.4% $356.46M 3.86M -21.1% ▼ Trim 8
59 ELV Elevance Health Inc. 0.4% $343.34M 1.17M -40.7% ▼ Trim 8
60 TMO Thermo Fisher Scientific… 0.4% $343.30M 698.44K -9.4% ▼ Trim 8
61 FMX Fomento Económico Mexicano… 0.3% $337.38M 3.04M -13.1% ▼ Trim 8
62 CBRE CBRE Group, Inc. 0.3% $337.03M 2.49M -7.4% ▼ Trim 8
63 MKL Markel Corporation 0.3% $335.09M 175.07K -7.1% ▼ Trim 8
64 MCO Moody's Corporation 0.3% $333.41M 764.27K +11.2% ▲ Add 8
65 FIX Comfort Systems USA, Inc. 0.3% $310.44M 225.12K -18.1% ▼ Trim 8
66 AUR Aurora Innovation, Inc. 0.3% $301.84M 73.26M -1.8% ▼ Trim 8
67 CPA Copa Holdings, S.A. 0.3% $293.30M 2.58M -6.0% ▼ Trim 8
68 DE Deere & Company 0.3% $284.48M 505.02K -3.8% ▼ Trim 8
69 WMS Advanced Drainage Systems… 0.3% $280.75M 2.05M -8.8% ▼ Trim 8
70 PEN Penumbra, Inc. 0.3% $275.97M 840.43K -4.1% ▼ Trim 8
71 PM Philip Morris International… 0.3% $271.85M 1.64M +5248.6% ▲ Add 7
72 AZO AutoZone, Inc. 0.3% $271.19M 80.29K -6.8% ▼ Trim 8
73 BN Brookfield Corporation 0.3% $267.75M 6.62M -5.7% ▼ Trim 8
74 ON ON Semiconductor Corporation 0.3% $265.47M 4.29M -9.3% ▼ Trim 5
75 QXO QXO, Inc. 0.3% $264.58M 13.62M -7.5% ▼ Trim 3
76 UBER Uber Technologies, Inc. 0.3% $264.26M 3.67M -7.3% ▼ Trim 5
77 UTHR United Therapeutics… 0.3% $253.87M 428.13K +32.5% ▲ Add 2
78 EQT EQT Corporation 0.3% $250.17M 3.93M +1076.8% ▲ Add 3
79 WIX Wix.com Ltd. 0.2% $244.96M 2.72M -4.7% ▼ Trim 8
80 NYT The New York Times Company 0.2% $243.76M 2.91M -3.8% ▼ Trim 8
81 AFRM Affirm Holdings, Inc. 0.2% $242.95M 5.30M -3.3% ▼ Trim 8
82 MEDP Medpace Holdings, Inc. 0.2% $241.63M 503.19K -8.0% ▼ Trim 8
83 FN Fabrinet 0.2% $240.16M 460.50K -0.9% ▼ Trim 8
84 FCX Freeport-McMoRan Inc. 0.2% $234.51M 3.99M Yeni New 1
85 DNLI Denali Therapeutics Inc. 0.2% $231.68M 12.07M -2.0% ▼ Trim 8
86 ETN Eaton Corporation plc 0.2% $220.81M 617.37K -8.4% ▼ Trim 8
87 KNF Knife River Corporation 0.2% $217.86M 2.67M +25.4% ▲ Add 3
88 W Wayfair Inc. 0.2% $215.27M 2.86M -28.5% ▼ Trim 8
89 BC Brunswick Corporation 0.2% $210.32M 2.89M +72.2% ▲ Add 8
90 SN SharkNinja, Inc. 0.2% $205.37M 1.94M -2.5% ▼ Trim 8
91 COIN Coinbase Global, Inc. 0.2% $196.27M 1.12M +35.6% ▲ Add 3
92 SUNB Sunbelt Rentals Holdings Inc 0.2% $194.95M 3.11M Yeni New 1
93 ILMN Illumina, Inc. 0.2% $189.22M 1.54M -5.6% ▼ Trim 8
94 AVAV AeroVironment, Inc. 0.2% $187.94M 1.03M -13.0% ▼ Trim 8
95 PAYC Paycom Software, Inc. 0.2% $186.84M 1.54M -6.2% ▼ Trim 8
96 RELY Remitly Global, Inc. 0.2% $185.19M 11.82M +1.4% ▲ Add 8
97 ECL Ecolab Inc. 0.2% $184.97M 695.34K +0.6% ▲ Add 8
98 WDAY Workday, Inc. 0.2% $177.73M 1.37M -6.6% ▼ Trim 8
99 AAPL Apple Inc. 0.2% $176.66M 696.09K +4.9% ▲ Add 8
100 LMND Lemonade, Inc. 0.2% $173.40M 2.77M -3.5% ▼ Trim 8
101 GRAB Grab Holdings Limited 0.2% $171.48M 46.85M +1.4% ▲ Add 8
102 HDB HDFC Bank Limited 0.2% $162.69M 6.54M +13.8% ▲ Add 8
103 XYZ Block, Inc. 0.2% $160.46M 2.67M -73.0% ▼ Trim 8
104 RBC RBC Bearings Incorporated 0.2% $159.80M 294.23K Yeni New 1
105 DKNG DraftKings Inc. 0.2% $155.95M 7.21M -3.2% ▼ Trim 6
106 ADSK Autodesk, Inc. 0.2% $155.39M 649.10K -8.1% ▼ Trim 8
107 BROS Dutch Bros Inc. 0.2% $151.69M 2.99M -7.3% ▼ Trim 7
108 YETI YETI Holdings, Inc. 0.1% $135.22M 3.70M -6.3% ▼ Trim 8
109 ADI Analog Devices, Inc. 0.1% $135.09M 424.63K -25.3% ▼ Trim 8
110 BZ Kanzhun Limited 0.1% $133.22M 9.95M -0.1% ▼ Trim 5
111 BBD Banco Bradesco S.A. 0.1% $132.84M 36.39M -4.9% ▼ Trim 8
112 VEEV Veeva Systems Inc. 0.1% $129.11M 734.98K +1499861.2% ▲ Add 8
113 IBN ICICI Bank Limited 0.1% $127.24M 4.91M +4.3% ▲ Add 8
114 CME CME Group Inc. 0.1% $127.07M 430.24K -3.5% ▼ Trim 7
115 PG The Procter & Gamble Company 0.1% $124.12M 859.33K -4.2% ▼ Trim 8
116 VIST Vista Energy, S.A.B. de C.V. 0.1% $118.31M 1.57M Yeni New 1
117 FIG Figma, Inc. 0.1% $117.86M 5.58M -3.3% ▼ Trim 3
118 ODD Oddity Tech Ltd. 0.1% $104.58M 7.82M +9.7% ▲ Add 8
119 BLLN BillionToOne, Inc. 0.1% $99.46M 1.26M -0.6% ▼ Trim 2
120 PEP PepsiCo, Inc. 0.1% $97.41M 627.29K -3.5% ▼ Trim 8
121 TFII TFI International Inc. 0.1% $97.25M 896.31K -13.0% ▼ Trim 6
122 BABA Alibaba Group Holding… 0.1% $96.86M 772.00K +4.3% ▲ Add 3
123 ENPH Enphase Energy, Inc. 0.1% $94.31M 2.49M -3.6% ▼ Trim 8
124 ARM Arm Holdings plc American… 0.1% $92.57M 611.90K -0.1% ▼ Trim 3
125 TME Tencent Music Entertainment… 0.1% $90.35M 9.74M -25.4% ▼ Trim 8
126 DOCS Doximity, Inc. 0.1% $89.46M 3.84M +3.5% ▲ Add 8
127 VRTX Vertex Pharmaceuticals… 0.1% $89.05M 199.42K -0.8% ▼ Trim 8
128 FAST Fastenal Company 0.1% $85.88M 1.85M -3.0% ▼ Trim 8
129 COUR Coursera, Inc. 0.1% $85.27M 14.65M +0.4% ▲ Add 8
130 LINE Lineage, Inc. 0.1% $83.71M 2.56M -8.3% ▼ Trim 7
131 BNTX BioNTech SE 0.1% $78.44M 882.57K -29.1% ▼ Trim 8
132 WSC WillScot Holdings… 0.1% $77.98M 4.49M -4.7% ▼ Trim 5
133 JKHY Jack Henry & Associates… 0.1% $76.45M 483.76K -2.6% ▼ Trim 4
134 CSCO Cisco Systems, Inc. 0.1% $75.57M 973.96K -3.2% ▼ Trim 8
135 INTU Intuit Inc. 0.1% $75.56M 174.76K +32.6% ▲ Add 8
136 RXRX Recursion Pharmaceuticals… 0.1% $72.68M 23.68M -0.4% ▼ Trim 8
137 PBR-A Petróleo Brasileiro S.A. -… 0.1% $70.25M 3.75M -0.6% ▼ Trim 8
138 ITUB Itaú Unibanco Holding S.A. 0.1% $68.98M 8.23M -14.7% ▼ Trim 8
139 ACN Accenture plc 0.1% $67.96M 342.73K +0.1% ▲ Add 4
140 ALB Albemarle Corporation 0.1% $65.73M 438.54K -7.2% ▼ Trim 8
141 MDB MongoDB, Inc. 0.1% $65.43M 267.33K 0.0% Held 2
142 SVV Savers Value Village 0.1% $64.44M 8.66M -2.6% ▼ Trim 8
143 PONY Pony AI Inc. American… 0.1% $60.03M 6.36M +0.9% ▲ Add 4
144 TWST Twist Bioscience Corporation 0.1% $57.74M 1.22M -4.8% ▼ Trim 8
145 SBUX Starbucks Corporation 0.1% $56.05M 625.58K -3.1% ▼ Trim 8
146 FUTU Futu Holdings Limited 0.1% $54.91M 401.53K Yeni New 1
147 TDW Tidewater Inc. 0.1% $54.76M 655.39K Yeni New 1
148 KO The Coca-Cola Company 0.1% $54.06M 710.87K -6.6% ▼ Trim 8
149 SG Sweetgreen, Inc. 0.1% $53.54M 10.32M -3.3% ▼ Trim 8
150 HD The Home Depot, Inc. 0.1% $49.99M 152.01K +0.7% ▲ Add 8
151 AMSC American Superconductor… 0.1% $49.00M 1.45M -3.9% ▼ Trim 8
152 FROG JFrog Ltd. 0.0% $47.70M 1.02M +16.7% ▲ Add 8
153 XMTR Xometry, Inc. 0.0% $45.86M 1.12M -14.0% ▼ Trim 6
154 SVM Silvercorp Metals Inc. 0.0% $45.55M 4.24M +0.3% ▲ Add 2
155 TROW T. Rowe Price Group, Inc. 0.0% $41.99M 465.79K -3.5% ▼ Trim 8
156 Z Zillow Group, Inc. Class C 0.0% $41.85M 1.01M +28.8% ▲ Add 8
157 MDT Medtronic plc 0.0% $39.63M 457.34K -3.7% ▼ Trim 8
158 DLO Dlocal Limited 0.0% $37.53M 2.89M -3.4% ▼ Trim 8
159 AEHR Aehr Test Systems 0.0% $37.12M 1.00M -22.4% ▼ Trim 8
160 MCD McDonald's Corporation 0.0% $37.09M 119.34K -5.9% ▼ Trim 8
161 EW Edwards Lifesciences… 0.0% $35.25M 440.21K -14.7% ▼ Trim 8
162 CRCL Circle Internet Group 0.0% $33.43M 350.36K +88.0% ▲ Add 4
163 IPGP IPG Photonics Corporation 0.0% $30.87M 269.36K -29.9% ▼ Trim 8
164 TMDX TransMedics Group, Inc. 0.0% $30.34M 305.19K -3.6% ▼ Trim 8
165 PAYX Paychex, Inc. 0.0% $29.81M 323.64K +6.4% ▲ Add 6
166 AVGO Broadcom Inc. 0.0% $29.63M 95.73K Yeni New 1
167 AJG Arthur J. Gallagher & Co. 0.0% $28.90M 133.43K -84.6% ▼ Trim 8
168 MBLY Mobileye Global Inc. 0.0% $28.44M 4.14M -43.8% ▼ Trim 8
169 UPST Upstart Holdings, Inc. 0.0% $28.43M 1.11M +46.0% ▲ Add 2
170 IREN IREN Limited 0.0% $28.42M 829.16K +57.1% ▲ Add 3
171 ALAB Astera Labs, Inc. Common… 0.0% $26.87M 245.13K -3.1% ▼ Trim 4
172 HTFL Heartflow, Inc. Common Stock 0.0% $26.39M 1.08M -63.9% ▼ Trim 3
173 INFY Infosys Limited 0.0% $24.97M 1.85M -12.3% ▼ Trim 8
174 PRCT PROCEPT BioRobotics… 0.0% $24.35M 973.50K -4.2% ▼ Trim 5
175 RAMP LiveRamp Holdings, Inc. 0.0% $24.17M 911.28K -3.0% ▼ Trim 8
176 KRNT Kornit Digital Ltd. 0.0% $22.02M 1.50M -4.0% ▼ Trim 4
177 MP MP Materials Corp. 0.0% $21.90M 453.87K -36.7% ▼ Trim 8
178 APPN Appian Corporation 0.0% $21.84M 905.91K -3.7% ▼ Trim 8
179 TNDM Tandem Diabetes Care, Inc. 0.0% $20.88M 1.09M -4.9% ▼ Trim 8
180 PGNY Progyny, Inc. 0.0% $20.73M 1.22M -3.3% ▼ Trim 8
181 UTI Universal Technical… 0.0% $20.46M 566.86K -4.7% ▼ Trim 3
182 ZTS Zoetis Inc. 0.0% $19.18M 162.23K +7.5% ▲ Add 2
183 SANA Sana Biotechnology, Inc. 0.0% $19.03M 6.61M 0.0% Held 8
184 KTOS Kratos Defense & Security… 0.0% $18.87M 267.56K -5.3% ▼ Trim 3
185 STOK Stoke Therapeutics, Inc. 0.0% $18.73M 575.18K +133.0% ▲ Add 2
186 RVMD Revolution Medicines, Inc. 0.0% $18.19M 187.07K -4.0% ▼ Trim 2
187 AMPL Amplitude, Inc. 0.0% $17.96M 2.63M -3.9% ▼ Trim 5
188 PI Impinj, Inc. 0.0% $17.88M 174.12K +69.5% ▲ Add 2
189 SPGI S&P Global Inc. 0.0% $16.93M 39.81K -94.5% ▼ Trim 8
190 MSI Motorola Solutions, Inc. 0.0% $16.20M 37.33K -3.7% ▼ Trim 3
191 ODFL Old Dominion Freight Line… 0.0% $16.05M 82.16K -3.3% ▼ Trim 2
192 BSY Bentley Systems… 0.0% $15.64M 445.29K +49.3% ▲ Add 3
193 LU Lufax Holding Ltd 0.0% $15.31M 8.19M +3.1% ▲ Add 8
194 MRLN Merlin Inc 0.0% $14.82M 2.02M Yeni New 1
195 MNST Monster Beverage Corporation 0.0% $14.76M 203.71K -47.7% ▼ Trim 7
196 DNA Ginkgo Bioworks Holdings… 0.0% $14.66M 2.39M 0.0% Held 8
197 CNP CenterPoint Energy, Inc. 0.0% $14.20M 328.93K -17.9% ▼ Trim 8
198 WAB Westinghouse Air Brake… 0.0% $13.50M 54.00K -26.8% ▼ Trim 8
199 NEE NextEra Energy, Inc. 0.0% $13.15M 141.62K -31.6% ▼ Trim 8
200 CHYM Chime Financial, Inc. Class… 0.0% $12.71M 678.72K 0.0% Held 4
201 BKNG Booking Holdings Inc. 0.0% $12.46M 2.96K -3.2% ▼ Trim 8
202 BRO Brown & Brown, Inc. 0.0% $12.07M 185.16K +11.4% ▲ Add 2
203 ADBE Adobe Inc. 0.0% $11.84M 48.73K -3.5% ▼ Trim 3
204 NVCR Novocure Ltd 0.0% $11.68M 1.07M -4.4% ▼ Trim 8
205 MRSH Marsh & McLennan Companies… 0.0% $11.17M 64.41K -26.1% ▼ Trim 7
206 WEC WEC Energy Group, Inc. 0.0% $11.03M 95.24K -26.6% ▼ Trim 8
207 EXC Exelon Corporation 0.0% $10.68M 217.87K -29.6% ▼ Trim 8
208 CRWD CrowdStrike Holdings, Inc. 0.0% $10.48M 26.85K -3.6% ▼ Trim 7
209 FTS Fortis Inc. 0.0% $10.15M 182.54K -31.2% ▼ Trim 8
210 BCH Banco De Chile ADR 0.0% $10.15M 274.00K -62.6% ▼ Trim 8
211 TTEK Tetra Tech, Inc. 0.0% $9.44M 313.56K -26.9% ▼ Trim 5
212 SO The Southern Company 0.0% $9.44M 97.77K -36.8% ▼ Trim 8
213 BEAM Beam Therapeutics Inc. 0.0% $9.20M 385.89K -7.3% ▼ Trim 8
214 ATR AptarGroup, Inc. 0.0% $9.18M 72.81K Yeni New 1
215 SDGR Schrödinger, Inc. 0.0% $9.10M 801.17K -4.1% ▼ Trim 8
216 QS QuantumScape Corporation 0.0% $8.97M 1.41M -3.6% ▼ Trim 8
217 BEPC Brookfield Renewable… 0.0% $8.95M 224.64K -45.6% ▼ Trim 8
218 AMT American Tower Corporation 0.0% $8.63M 50.02K -11.0% ▼ Trim 8
219 MSA MSA Safety Incorporated 0.0% $8.29M 50.59K -26.8% ▼ Trim 8
220 RBRK Rubrik, Inc. 0.0% $8.09M 165.11K Yeni New 1
221 CP Canadian Pacific Kansas… 0.0% $7.72M 98.45K -67.8% ▼ Trim 8
222 DLR Digital Realty Trust, Inc. 0.0% $7.32M 40.60K +0.1% ▲ Add 8
223 PGR The Progressive Corporation 0.0% $7.17M 36.17K -33.8% ▼ Trim 8
224 EH EHang Holdings Limited 0.0% $7.12M 733.15K -5.3% ▼ Trim 2
225 TBBB BBB Foods Inc. 0.0% $6.89M 194.85K 0.0% Held 4
226 EQR Equity Residential 0.0% $6.65M 112.40K -4.8% ▼ Trim 8
227 CGNX Cognex Corporation 0.0% $6.27M 128.08K -26.2% ▼ Trim 8
228 SNPS Synopsys, Inc. 0.0% $6.27M 15.81K -25.3% ▼ Trim 5
229 ATAT Atour Lifestyle Holdings… 0.0% $6.01M 163.35K -7.7% ▼ Trim 2
230 CDNS Cadence Design Systems, Inc. 0.0% $5.93M 21.36K -26.4% ▼ Trim 5
231 FNV Franco-Nevada Corporation 0.0% $5.86M 23.72K Yeni New 1
232 CSL Carlisle Companies… 0.0% $5.72M 17.13K -25.1% ▼ Trim 8
233 UNH UnitedHealth Group… 0.0% $5.53M 20.44K -48.3% ▼ Trim 8
234 DOC Healthpeak Properties, Inc. 0.0% $5.50M 334.82K -8.8% ▼ Trim 8
235 SUI Sun Communities, Inc. 0.0% $4.80M 38.10K -9.9% ▼ Trim 8
236 MKTX MarketAxess Holdings Inc. 0.0% $4.79M 29.03K -25.8% ▼ Trim 8
237 Cable One Convertible 1.125 2028 (eşleştirilmemiş) n/a $4.79M 6.20M n/a n/a
238 PLD Prologis, Inc. 0.0% $4.69M 35.46K -15.1% ▼ Trim 8
239 RXST RxSight, Inc. 0.0% $4.25M 690.28K -0.4% ▼ Trim 8
240 WRBY Warby Parker Inc. 0.0% $3.56M 169.15K -26.5% ▼ Trim 8
241 TTD The Trade Desk, Inc. 0.0% $3.41M 150.38K -99.3% ▼ Trim 8
242 BUR Burford Capital Limited 0.0% $1.64M 398.43K 0.0% Held 8
243 AER AerCap Holdings N.V. 0.0% $1.48M 10.79K -32.9% ▼ Trim 4
244 EIX Edison International 0.0% $1.38M 18.90K 0.0% Held 6
245 FRPT Freshpet, Inc. 0.0% $499,037 8.46K -64.1% ▼ Trim 8
246 RIO Rio Tinto Group 0.0% $55,041 590 +12.6% ▲ Add 8
247 NXT Nextpower Inc. 0.0% $50,631 420 0.0% Held 3
248 RH Rh 0.0% $48,670 463 -9.0% ▼ Trim 8
249 PL Planet Labs PBC 0.0% $45,754 1.64K 0.0% Held 2
250 TER Teradyne, Inc. 0.0% $45,358 153 -55.1% ▼ Trim 8
251 NKE NIKE, Inc. 0.0% $35,706 676 -99.5% ▼ Trim 8
252 STN Stantec Inc. 0.0% $35,590 413 0.0% Held 7
253 SONY Sony Group Corporation 0.0% $34,611 1.67K +7.8% ▲ Add 2
254 HUBB Hubbell Incorporated 0.0% $34,352 70 0.0% Held 5
255 FLKR ETFS Franklin Ftse South… 0.0% $34,063 855 Yeni New 1
256 UL Unilever PLC 0.0% $21,762 382 -5.7% ▼ Trim 8
257 TTE TotalEnergies SE 0.0% $20,925 230 Yeni New 1
258 INTC Intel Corp. 0.0% $20,697 469 Yeni New 1
259 LNN Lindsay Corporation 0.0% $16,313 137 0.0% Held 2
260 RY Royal Bank of Canada 0.0% $15,147 94 Yeni New 1
261 BSLK Bolt Projects Holdings Inc. 0.0% $14,795 123.29K 0.0% Held 4
262 MICC The Magnum Ice Cream… 0.0% $9,927 664 -1.9% ▼ Trim 2
263 YMM Full Truck Alliance Co. Ltd. 0.0% $9,611 1.16K 0.0% Held 2
264 ASX ASE Technology Holding Co.… 0.0% $9,192 424 Yeni New 1
265 EBR AXIA ENERGIA-ADR PREF 0.0% $5,042 447 +69.3% ▲ Add 2
266 NVO Novo Nordisk A/S 0.0% $3,014 82 -81.2% ▼ Trim 8
267 ONC BeOne Medicines AG 0.0% $1,485 5 -16.7% ▼ Trim 3
268 BIDU Baidu, Inc. 0.0% $1,448 13 -56.7% ▼ Trim 3
269 Axia Energia- ADR Pref C (eşleştirilmemiş) n/a $753 69 n/a n/a

Yalnızca adi hisse senedi (SH) pozisyonları; opsiyon satırları Opsiyonlar sekmesindedir ve hiçbir zaman netleştirilmez. ✂ = bölünme düzeltmeli önceki paylara göre hesaplanan değişim. "N+ Dönem Tutulan" = veri penceremizde her çeyrekte tutulmuş, muhtemelen daha uzun süre.

Pozisyon yaşı
160–1 çeyrekler
512–4 çeyrekler
2005–8 çeyrekler

Mevcut her pozisyonun veri penceremiz içinde raporlandığı ardışık çeyrek sayısı.

Benzer yöneticiler

Yalnızca bildirilen uzun pozisyonların benzerliği; hedge'ler ve 13F kapsamı dışındaki varlıklar görünmez. Metodoloji

Dosyalama kaydı
Aug 06 2026 13F-HR · dönem Q2 2026

$110.23B · 880 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

May 08 2026 13F-HR · dönem Q1 2026

$97.89B · 906 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

Jan 23 2026 13F-HR · dönem Q4 2025

$120.34B · 902 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

Oct 31 2025 13F-HR · dönem Q3 2025

$135.00B · 905 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

Aug 06 2025 13F-HR · dönem Q2 2025

$133.89B · 911 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

May 07 2025 13F-HR · dönem Q1 2025

$114.59B · 902 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

Jan 31 2025 13F-HR · dönem Q4 2024

$130.14B · 892 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

Nov 05 2024 13F-HR · dönem Q3 2024

$133.63B · 933 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

Jul 25 2024 13F-HR · dönem Q2 2024

$128.36B · 933 listelenen varlıklar · Orijinal SEC dosyalamasını görüntüle ↗

Kaynak: Bu yöneticinin SEC EDGAR'daki 13F bilgi tablolarından ayrıştırılan tüm varlıklar; değerler raporlandığı biçimiyle, tam USD olarak verilir. Değişiklikler, bölünme düzeltmeli hisse sayıları üzerinden her çeyreğin en son kabul edilmiş versiyonu (değişiklikler dahil) karşılaştırılarak hesaplanır. Raporlama dönemi: Q1 2026 · son dosyalama Aug 06, 2026 · Değişim metodolojisi