مقارنة المحفظة
Baillie Gifford
Q1 2026 ⇄ Q2 2026
+28تمت الإضافة
−24محذوف
200تمت إعادة الحجم
16دون تغيير
تمت الإضافة (Q2 2026)
| الورقة المالية | القيمة | الأسهم |
|---|---|---|
| SPCX Space Exploration… | $7.89B | 46.16M |
| VST Vistra Energy | $118.88M | 749.40K |
| KLAC KLA Corp | $91.90M | 304.61K |
| CFR Cullen/Frost Bankers | $74.90M | 484.70K |
| IDXX Idexx Laboratories Inc | $18.61M | 35.35K |
| HIMS Hims & Hers Health | $12.33M | 355.70K |
| PDFS PDF Solutions | $10.44M | 147.51K |
| VALE Vale SA ADR | $6.23M | 414.13K |
| BRK-B Berkshire Hathaway B | $1.62M | 3.23K |
| CBRS Cerebras Systems | $125,749 | 569 |
| MU Micron Technology | $92,343 | 80 |
| AMD Advanced Micro… | $47,635 | 82 |
| STX Seagate Technology… | $38,600 | 40 |
| AMAT Applied Materials | $37,596 | 52 |
| DHR Danaher | $31,429 | 165 |
| GNRC Generac Hdgs | $28,988 | 99 |
| LRCX Lam Research Corp | $25,133 | 58 |
| MRVL Marvell Technology Inc | $16,384 | 55 |
| BE Bloom Energy | $15,740 | 52 |
| NBIS NEBIUS GROUP NV | $11,875 | 43 |
| VRT Vertiv Holdings | $7,366 | 22 |
| MPWR Monolithic Power… | $6,912 | 5 |
| WSE Wise Group Plc (US) | $5,169 | 434 |
| LITE Lumentum Holdings | $5,148 | 6 |
| CRWV CoreWeave | $4,977 | 50 |
| ARGX Argenx SE - ADR | $3,711 | 4 |
| PLTR Palantir Technologies | $3,267 | 28 |
| HTHT Huazhu Group Ltd ADR | $1,043 | 25 |
محذوف (كان محتفظًا به في Q1 2026)
| الورقة المالية | القيمة السابقة | الأسهم آنذاك |
|---|---|---|
| MBLY Mobileye Global Inc. | $28.44M | 4.14M |
| HTFL HeartFlow | $26.39M | 1.08M |
| SANA Sana Biotechnology Inc | $19.03M | 6.61M |
| CME CME Group Inc | $18.25M | 61.79K |
| TROW T. Rowe Price | $15.86M | 175.95K |
| RAMP Liveramp Holdings Inc | $11.32M | 426.66K |
| TNDM Tandem Diabetes Care | $9.03M | 470.97K |
| SDGR Schrodinger | $4.28M | 376.36K |
| LU Lufax Holding Ltd | $3.60M | 1.93M |
| PEN Penumbra Inc | $3.48M | 10.59K |
| ATR AptarGroup | $1.00M | 7.94K |
| RXST RxSight Inc | $896,841 | 145.59K |
| MSA MSA Safety | $889,265 | 5.42K |
| UNH UnitedHealth | $773,076 | 2.86K |
| SNPS Synopsys | $670,448 | 1.69K |
| CGNX Cognex Corp | $669,252 | 13.66K |
| MKTX MarketAxess Holdings | $515,068 | 3.12K |
| FRPT Freshpet Inc | $499,037 | 8.46K |
| WRBY Warby Parker Inc | $495,946 | 23.54K |
| PGR Progressive | $428,397 | 2.16K |
| TTD The Trade Desk | $370,369 | 16.32K |
| STN Stantec Inc | $35,590 | 413 |
| WAB Wabtec | $15,245 | 61 |
| YMM Full Truck Alliance… | $9,611 | 1.16K |
مراكز أُعيد حجمها
| الورقة المالية | Q1 2026 الأسهم | Q2 2026 الأسهم | التغيير |
|---|---|---|---|
| SE Sea Ltd ADR | 138 | 8.68M | +6292871.0% |
| MELI MercadoLibre | 19 | 769.58K | +4050305.3% |
| RH CRH Plc | 243 | 2.12M | +872623.9% |
| ITUB Itau Unibanco Holding… | 189 | 868.75K | +459556.6% |
| INFY Infosys Ltd ADR | 280 | 562.35K | +200737.5% |
| SUNB Sunbelt Rentals… | 21 | 9.40K | +44666.7% |
| BKNG Booking Holdings Inc | 151 | 35.11K | +23149.7% |
| AVGO Broadcom Inc | 5.54K | 932.85K | +16723.3% |
| MCD McDonald's | 789 | 84.05K | +10552.1% |
| SHOP Shopify Inc | 40 | 2.08K | +5092.5% |
| RXRX Recursion… | 70.33K | 3.33M | +4632.4% |
| ONC BeOne Medicines Ltd ADR | 5 | 226 | +4420.0% |
| VIST Vista Energy Sab De Cv… | 58.16K | 2.26M | +3786.6% |
| BIDU Baidu.com Sponsored ADR | 13 | 475 | +3553.8% |
| EW Edwards Lifesciences… | 13.60K | 351.14K | +2482.9% |
| CPNG Coupang | 2.83M | 57.98M | +1950.9% |
| INTC Intel Corporation | 469 | 7.44K | +1486.6% |
| PBR Petrobras Common ADR | 2.83M | 33.94M | +1099.6% |
| SPGI S&P Global Inc | 1.94K | 19.27K | +892.4% |
| KNF Knife River | 24.84K | 243.65K | +880.9% |
| BBD Banco Bradesco Pn ADR | 3.12M | 29.43M | +844.1% |
| MNST Monster Beverage | 11.99K | 103.37K | +762.0% |
| BRO Brown & Brown | 11.42K | 92.63K | +710.9% |
| SBUX Starbucks Corp | 10.78K | 78.93K | +632.0% |
| CBRE Cbre Group Inc | 184.19K | 1.25M | +577.6% |
| RBLX Roblox | 1.77M | 11.06M | +526.2% |
| EH Ehang Holdings Ltd ADR | 63.75K | 373.87K | +486.4% |
| DNLI Denali Therapeutics | 1.40M | 7.58M | +443.1% |
| RBC RBC Bearings | 50.58K | 267.46K | +428.8% |
| BN Brookfield Corp | 386.14K | 1.95M | +405.0% |
| RBRK Rubrik | 36.89K | 180.13K | +388.3% |
| BROS Dutch Bros | 331.41K | 1.50M | +352.8% |
| RIVN Rivian Automotive Inc | 3.20M | 10.55M | +229.3% |
| DXCM Dexcom Inc | 1.19M | 3.89M | +227.0% |
| FN Fabrinet | 34.62K | 111.28K | +221.5% |
| EXC Exelon Corporation | 27.66K | 86.16K | +211.5% |
| PONY Pony AI ADR | 244.54K | 726.48K | +197.1% |
| TDW Tidewater | 256.49K | 704.78K | +174.8% |
| ADI Analog Devices | 64.59K | 177.44K | +174.7% |
| TMDX TransMedics Group | 36.41K | 99.45K | +173.1% |
| TEAM Atlassian Corp Plc | 1.51M | 3.66M | +142.5% |
| QXO QXO | 6.83M | 15.83M | +131.9% |
| EQT Eqt Corp | 1.51M | 3.47M | +130.1% |
| BEAM Beam Therapeutics | 68.67K | 155.55K | +126.5% |
| ACN Accenture 'A' | 48.63K | 108.22K | +122.5% |
| ISRG Intuitive Surgical | 295.51K | 648.49K | +119.4% |
| INTU Intuit | 41.43K | 90.24K | +117.8% |
| DUOL Duolingo Inc | 523.15K | 1.07M | +104.8% |
| BCH Banco De Chile ADR | 274.00K | 45 | -100.0% |
| BAP Credicorp | 199.80K | 49 | -100.0% |
| ENPH Enphase Energy Inc | 1.23M | 506 | -100.0% |
| QS QuantumScape Corp | 723.57K | 578 | -99.9% |
| CRWD CrowdStrike Holdings | 25.25K | 40 | -99.8% |
| KO Coca Cola | 543.55K | 3.66K | -99.3% |
| CPA Copa Holdings S A | 2.22M | 21.45K | -99.0% |
| FIX Comfort Systems USA | 61.03K | 121.43K | +98.9% |
| CDNS Cadence Design Systems | 2.32K | 37 | -98.4% |
| TFII TFI International Inc | 26 | 51 | +96.2% |
| PAYC Paycom Software | 796.90K | 60.43K | -92.4% |
| BNTX BioNTech ADR | 366 | 29 | -92.1% |
| ETN Eaton | 340.92K | 30.22K | -91.1% |
| FCX Freeport-Mcmoran Copper | 2.12M | 238.81K | -88.7% |
| DKNG DraftKings Inc | 678.32K | 80.10K | -88.2% |
| PI Impinj | 39.06K | 73.35K | +87.8% |
| MSCI MSCI | 439.71K | 55.91K | -87.3% |
| RYAAY Ryanair ADR | 7.19M | 923.63K | -87.2% |
| MDLN Medline Inc | 3.13M | 479.71K | -84.7% |
| TMO Thermo Fisher Scientific | 359.89K | 64.97K | -81.9% |
| BZ Kanzhun ADR | 1.80M | 361.99K | -79.8% |
| NVDA NVIDIA | 13.81M | 2.92M | -78.8% |
| FNV Franco-Nevada Corp | 22.26K | 4.73K | -78.8% |
| W Wayfair Inc Class A | 1.60M | 342.10K | -78.6% |
| AEHR Aehr Test Systems | 522.03K | 115.30K | -77.9% |
| AAPL Apple | 88.81K | 155.39K | +75.0% |
| TSLA Tesla Inc | 371.18K | 97.24K | -73.8% |
| TXN Texas Instruments | 980.22K | 259.83K | -73.5% |
| FMX Fomento Economico… | 1.82M | 497.15K | -72.6% |
| STOK Stoke Therapeutics | 248.58K | 76.24K | -69.3% |
| AZO AutoZone | 22.32K | 6.87K | -69.2% |
| RVMD Revolution Medicines | 85.04K | 27.46K | -67.7% |
| TSM TSMC ADR | 241.00K | 80.33K | -66.7% |
| ALAB Astera Labs | 101.33K | 33.96K | -66.5% |
| SCI Service Corp.Intl. | 4.55M | 1.56M | -65.6% |
| ZTS Zoetis Inc | 31.16K | 11.14K | -64.3% |
| TME Tencent Music… | 1.01K | 395 | -61.1% |
| MRSH Marsh & McLennan | 318 | 511 | +60.7% |
| DOCS Doximity Inc | 202.79K | 315.84K | +55.7% |
| ENSG The Ensign Group | 1.50M | 2.32M | +54.8% |
| WSC WillScot Hdgs | 2.43M | 1.16M | -52.5% |
| IREN IREN | 380.59K | 181.60K | -52.3% |
| AXON Axon Enterprise Inc | 594.75K | 901.33K | +51.5% |
| RELY Remitly Global Inc | 3.61M | 1.77M | -51.0% |
| HDB HDFC Bank ADR | 1.33M | 2.00M | +49.9% |
| META Meta Platforms Inc | 1.91M | 1.01M | -47.1% |
| XYZ Block Inc | 254.96K | 373.96K | +46.7% |
| UTHR United Therapeutics | 29.63K | 42.97K | +45.0% |
| SNOW Snowflake Inc | 1.40M | 775.58K | -44.6% |
| FAST Fastenal | 642.43K | 927.63K | +44.4% |
| FIG Figma Inc | 1.89M | 1.06M | -44.1% |
| CSCO Cisco Systems | 497.45K | 279.94K | -43.7% |
| AVAV AeroVironment | 87.37K | 50.10K | -42.7% |
| RPRX Royalty Pharma | 5.20M | 3.02M | -42.0% |
| FTS Fortis | 182.54K | 112.31K | -38.5% |
| KSPI Kaspi.kz ADR | 946.83K | 599.73K | -36.7% |
| NEE NextEra Energy | 141.62K | 90.81K | -35.9% |
| BLLN BillionToOne Inc | 720.39K | 464.58K | -35.5% |
| KRNT Kornit Digital | 400.93K | 258.91K | -35.4% |
| BC Brunswick Corp | 217.37K | 289.14K | +33.0% |
| VRTX Vertex Pharmaceuticals… | 57.34K | 38.78K | -32.4% |
| BEPC Brookfield Renewable | 224.64K | 152.40K | -32.2% |
| ARM Arm Hdgs ADR | 169.27K | 115.04K | -32.0% |
| CNP Centerpoint Energy, Inc. | 328.93K | 231.00K | -29.8% |
| WDAY Workday Inc | 86.28K | 110.56K | +28.1% |
| KTOS Kratos Defense &… | 129.17K | 162.28K | +25.6% |
| AMSC American Superconductor… | 607.40K | 452.87K | -25.4% |
| NXT Nextracker | 420 | 314 | -25.2% |
| PL Planet Labs | 1.64K | 1.23K | -24.6% |
| SVV Savers Value Village | 2.17M | 2.70M | +24.3% |
| MSFT Microsoft | 1.66M | 1.26M | -24.0% |
| SO Southern | 97.77K | 74.29K | -24.0% |
مقارنة عدد الأسهم الخام بين الربعَين المحددَين (كما هو مُبلَّغ عنه؛ عمليات التجزئة بين الأرباع البعيدة غير معدَّلة هنا — أعمدة التغيير الربعي في صفحة المدير معدَّلة للتجزئة). مراكز الأسهم العادية ذات الرموز السعرية المُعيَّنة فحسب.
المصدر: كلا اللقطتين مستقاتان من جداول معلومات تقارير 13F المُحلَّلة للمدير (أحدث النسخ المقبولة).
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