★
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

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 ⇄
$110.23BRaporlanan 13F değeri
880Pozisyonlar
44.7%İlk 10 ağırlığı
36.50Etkin varlık pozisyonları
9.3%Tahmini devir oranı
+28Yeni
−24Çıkışlar

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 28.1% (-0.5pp)
Döngüsel Tüketim 22.6% (-3.3pp)
Sanayi 15.5% (+8.6pp)
İletişim Hizmetleri 10.5% (-2.4pp)
Sağlık 8.9% (-1.4pp)
Finansal Hizmetler 8.1% (-0.1pp)
Temel Malzemeler 2.0% (-0.2pp)
Savunmacı Tüketim 1.9% (-0.1pp)
Enerji 1.6% (-0.3pp)
Gayrimenkul 0.7% (-0.3pp)
Kamu hizmetleri 0.2% (+0.1pp)

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

Portföy · Q2 2026
#Menkul kıymetAğırlıkDeğerHisselerΔ hisselerTutulan
1 SPCX Space Exploration… 8.0% $8.78B 51.40M Yeni New 1
2 NVDA NVIDIA Corporation 7.6% $8.38B 41.89M +2.8% ▲ Add 9+
3 AMZN Amazon.com, Inc. 5.8% $6.42B 26.92M -4.2% ▼ Trim 9+
4 MELI MercadoLibre, Inc. 4.7% $5.16B 3.04M -6.0% ▼ Trim 9+
5 SE Sea Limited 3.3% $3.68B 38.41M -3.1% ▼ Trim 9+
6 SPOT Spotify Technology S.A. 3.3% $3.64B 7.93M -3.5% ▼ Trim 9+
7 NET Cloudflare, Inc. 3.2% $3.58B 14.60M -8.3% ▼ Trim 9+
8 APP AppLovin Corporation 3.0% $3.33B 6.47M -3.4% ▼ Trim 8
9 SHOP Shopify Inc. 2.9% $3.24B 28.40M -2.1% ▼ Trim 9+
10 NU Nu Holdings Ltd. 2.8% $3.07B 229.93M -6.8% ▼ Trim 9+
11 PDD PDD Holdings Inc. 1.8% $2.03B 26.59M -6.2% ▼ Trim 9+
12 IOT Samsara Inc. 1.7% $1.83B 56.36M -2.0% ▼ Trim 9+
13 META Meta Platforms, Inc. 1.6% $1.80B 3.20M -21.9% ▼ Trim 9+
14 AXON Axon Enterprise, Inc. 1.6% $1.72B 3.06M +24.4% ▲ Add 9+
15 CPNG Coupang, Inc. 1.2% $1.37B 78.74M -34.7% ▼ Trim 9+
16 RACE Ferrari N.V. 1.2% $1.32B 3.57M -7.9% ▼ Trim 9+
17 MRNA Moderna, Inc. 1.2% $1.28B 18.21M -8.9% ▼ Trim 9+
18 DASH DoorDash, Inc. 1.1% $1.26B 6.81M -6.0% ▼ Trim 9+
19 RDDT Reddit, Inc. 1.1% $1.25B 7.19M -1.6% ▼ Trim 6
20 NFLX Netflix, Inc. 1.0% $1.15B 16.17M -25.8% ▼ Trim 9+
21 RBLX Roblox Corporation 1.0% $1.15B 21.12M -1.4% ▼ Trim 9+
22 GOOG Alphabet Inc. 1.0% $1.09B 3.09M -11.8% ▼ Trim 9+
23 RKLB Rocket Lab USA, Inc. 1.0% $1.06B 10.38M -43.6% ▼ Trim 5
24 MSFT Microsoft Corporation 0.9% $1.01B 2.71M -30.0% ▼ Trim 9+
25 BAP Credicorp Ltd. 0.9% $1.01B 2.59M -5.3% ▼ Trim 9+
26 ISRG Intuitive Surgical, Inc. 0.9% $1.00B 2.52M -1.7% ▼ Trim 9+
27 GOOGL Alphabet Inc. 0.9% $1.00B 2.81M +44.2% ▲ Add 9+
28 DXCM DexCom, Inc. 0.9% $996.89M 14.80M -5.1% ▼ Trim 9+
29 MA Mastercard Incorporated 0.8% $886.90M 1.73M +26.4% ▲ Add 9+
30 QXO QXO, Inc. 0.8% $827.16M 47.87M +251.3% ▲ Add 4
31 ENSG The Ensign Group, Inc. 0.7% $806.19M 5.03M +4.2% ▲ Add 8
32 PBR Petróleo Brasileiro S.A. -… 0.7% $785.67M 48.62M +9.4% ▲ Add 9+
33 MMYT MakeMyTrip Limited 0.7% $781.77M 14.67M -2.3% ▼ Trim 9+
34 RIVN Rivian Automotive, Inc. 0.7% $749.70M 43.21M -1.4% ▼ Trim 9+
35 RY Royal Bank of Canada 0.7% $740.15M 3.58M +3803766.0% ▲ Add 2
36 ALNY Alnylam Pharmaceuticals… 0.7% $734.48M 2.44M -2.2% ▼ Trim 9+
37 SNOW Snowflake Inc. 0.6% $657.72M 2.58M -3.4% ▼ Trim 9+
38 RH Rh 0.6% $641.46M 5.99M +1294698.3% ▲ Add 9+
39 MLM Martin Marietta Materials… 0.5% $571.96M 991.79K -8.8% ▼ Trim 9+
40 RPRX Royalty Pharma plc 0.5% $561.57M 10.02M -38.0% ▼ Trim 9+
41 DUOL Duolingo, Inc. 0.5% $554.89M 4.82M -1.1% ▼ Trim 9+
42 SYM Symbotic Inc. 0.5% $551.26M 12.26M -1.7% ▼ Trim 9+
43 JOBY Joby Aviation, Inc. 0.5% $545.36M 61.14M -2.0% ▼ Trim 9+
44 ELF e.l.f. Beauty, Inc. 0.5% $521.61M 7.05M -1.9% ▼ Trim 9+
45 AVGO Broadcom Inc. 0.5% $512.97M 1.36M +1318.6% ▲ Add 2
46 AAPL Apple Inc. 0.5% $509.44M 1.76M +152.9% ▲ Add 9+
47 KSPI Joint Stock Company Kaspi.kz 0.5% $500.71M 5.78M +12.8% ▲ Add 9+
48 RBC RBC Bearings Incorporated 0.4% $489.79M 760.47K +158.5% ▲ Add 2
49 AFRM Affirm Holdings, Inc. 0.4% $477.60M 5.86M +10.4% ▲ Add 9+
50 TEM Tempus AI, Inc. 0.4% $474.45M 8.19M -5.3% ▼ Trim 5
51 WSO Watsco, Inc. 0.4% $470.71M 1.13M -0.7% ▼ Trim 9+
52 TXN Texas Instruments… 0.4% $461.10M 1.55M -24.1% ▼ Trim 9+
53 TSM Taiwan Semiconductor… 0.4% $458.82M 960.73K -25.1% ▼ Trim 9+
54 MDLN Medline Inc. 0.4% $447.37M 11.34M +13.7% ▲ Add 3
55 MSCI MSCI Inc. 0.4% $445.93M 796.25K -6.6% ▼ Trim 5
56 SCI Service Corporation… 0.4% $421.87M 5.55M -35.5% ▼ Trim 9+
57 FIX Comfort Systems USA, Inc. 0.4% $421.47M 212.66K -5.5% ▼ Trim 9+
58 ELV Elevance Health Inc. 0.4% $418.92M 1.08M -7.6% ▼ Trim 9+
59 RYAAY Ryanair Holdings plc 0.4% $397.34M 6.14M -33.5% ▼ Trim 9+
60 CPA Copa Holdings, S.A. 0.3% $382.05M 2.46M -4.9% ▼ Trim 9+
61 AUR Aurora Innovation, Inc. 0.3% $376.35M 55.18M -24.7% ▼ Trim 9+
62 CSGP CoStar Group, Inc. 0.3% $372.53M 13.15M -3.4% ▼ Trim 9+
63 PM Philip Morris International… 0.3% $354.12M 1.96M +19.1% ▲ Add 8
64 DDOG Datadog, Inc. 0.3% $350.80M 1.35M -56.3% ▼ Trim 9+
65 SQM Sociedad Química y Minera… 0.3% $350.29M 4.73M -17.1% ▼ Trim 7
66 CFR Cullen/Frost Bankers, Inc. 0.3% $345.09M 2.23M Yeni New 1
67 GH Guardant Health, Inc. 0.3% $342.69M 2.28M -40.8% ▼ Trim 9+
68 FMX Fomento Económico Mexicano… 0.3% $342.01M 2.67M -12.0% ▼ Trim 9+
69 DG Dollar General Corporation 0.3% $333.58M 2.90M -8.1% ▼ Trim 5
70 MCO Moody's Corporation 0.3% $325.14M 717.87K -6.1% ▼ Trim 9+
71 AZO AutoZone, Inc. 0.3% $324.14M 101.42K +26.3% ▲ Add 9+
72 TMO Thermo Fisher Scientific… 0.3% $323.70M 645.65K -7.6% ▼ Trim 9+
73 ON ON Semiconductor Corporation 0.3% $323.69M 3.42M -20.1% ▼ Trim 6
74 EOG EOG Resources, Inc. 0.3% $317.89M 2.45M -9.9% ▼ Trim 9+
75 CBRE CBRE Group, Inc. 0.3% $311.26M 2.31M -7.1% ▼ Trim 9+
76 PODD Insulet Corp. 0.3% $310.94M 2.04M +0.6% ▲ Add 9+
77 MKL Markel Corporation 0.3% $308.43M 157.92K -9.8% ▼ Trim 9+
78 DNLI Denali Therapeutics Inc. 0.3% $307.62M 11.96M -0.9% ▼ Trim 9+
79 TSLA Tesla, Inc. 0.3% $307.31M 730.64K -43.9% ▼ Trim 9+
80 SN SharkNinja, Inc. 0.3% $291.16M 1.91M -1.4% ▼ Trim 9+
81 EQT EQT Corporation 0.3% $290.97M 5.47M +39.2% ▲ Add 4
82 WMS Advanced Drainage Systems… 0.3% $288.07M 1.84M -10.4% ▼ Trim 9+
83 KLAC KLA Corporation 0.3% $285.61M 946.64K Yeni New 1
84 TEAM Atlassian Corporation 0.3% $284.57M 3.66M -63.3% ▼ Trim 9+
85 RELY Remitly Global, Inc. 0.3% $277.52M 12.38M +4.8% ▲ Add 9+
86 DE Deere & Company 0.2% $271.53M 428.05K -15.2% ▼ Trim 9+
87 W Wayfair Inc. 0.2% $259.85M 2.81M -1.8% ▼ Trim 9+
88 ETN Eaton Corporation plc 0.2% $255.20M 598.89K -3.0% ▼ Trim 9+
89 UTHR United Therapeutics… 0.2% $253.15M 467.21K +9.1% ▲ Add 3
90 UBER Uber Technologies, Inc. 0.2% $251.39M 3.48M -5.2% ▼ Trim 6
91 MEDP Medpace Holdings, Inc. 0.2% $250.61M 473.21K -6.0% ▼ Trim 9+
92 BN Brookfield Corporation 0.2% $248.66M 5.84M -11.8% ▼ Trim 9+
93 FCX Freeport-McMoRan Inc. 0.2% $236.74M 3.76M -5.6% ▼ Trim 2
94 ILMN Illumina, Inc. 0.2% $234.88M 1.34M -13.0% ▼ Trim 9+
95 FN Fabrinet 0.2% $233.31M 415.08K -9.9% ▼ Trim 9+
96 BC Brunswick Corporation 0.2% $230.82M 2.74M -5.2% ▼ Trim 9+
97 KNF Knife River Corporation 0.2% $229.14M 2.74M +2.7% ▲ Add 4
98 XYZ Block, Inc. 0.2% $219.36M 2.89M +8.3% ▲ Add 9+
99 SUNB Sunbelt Rentals Holdings Inc 0.2% $215.09M 2.95M -5.2% ▼ Trim 2
100 ECL Ecolab Inc. 0.2% $204.56M 734.23K +5.6% ▲ Add 9+
101 BROS Dutch Bros Inc. 0.2% $196.68M 2.74M -8.5% ▼ Trim 8
102 NYT The New York Times Company 0.2% $191.83M 2.74M -5.8% ▼ Trim 9+
103 VALE Vale S.A. 0.2% $189.89M 12.63M Yeni New 1
104 IDXX IDEXX Laboratories, Inc. 0.2% $186.25M 353.80K Yeni New 1
105 GRAB Grab Holdings Limited 0.2% $185.09M 49.10M +4.8% ▲ Add 9+
106 DKNG DraftKings Inc. 0.2% $181.28M 7.18M -0.5% ▼ Trim 7
107 LMND Lemonade, Inc. 0.2% $178.95M 2.75M -0.6% ▼ Trim 9+
108 YETI YETI Holdings, Inc. 0.2% $178.47M 3.60M -2.5% ▼ Trim 9+
109 VIST Vista Energy, S.A.B. de C.V. 0.2% $174.03M 2.73M +74.0% ▲ Add 2
110 HDB HDFC Bank Limited 0.1% $165.02M 6.39M -2.3% ▼ Trim 9+
111 AVAV AeroVironment, Inc. 0.1% $159.70M 967.45K -5.8% ▼ Trim 9+
112 COIN Coinbase Global, Inc. 0.1% $158.03M 1.08M -3.8% ▼ Trim 4
113 ARM Arm Holdings plc American… 0.1% $156.49M 441.37K -27.9% ▼ Trim 4
114 WDAY Workday, Inc. 0.1% $146.74M 1.20M -12.4% ▼ Trim 9+
115 IBN ICICI Bank Limited 0.1% $145.75M 5.02M +2.2% ▲ Add 9+
116 ADI Analog Devices, Inc. 0.1% $143.62M 361.60K -14.8% ▼ Trim 9+
117 VEEV Veeva Systems Inc. 0.1% $137.88M 776.92K +5.7% ▲ Add 9+
118 VRTX Vertex Pharmaceuticals… 0.1% $135.39M 272.56K +36.7% ▲ Add 9+
119 BZ Kanzhun Limited 0.1% $123.05M 9.56M -3.9% ▼ Trim 6
120 PAYC Paycom Software, Inc. 0.1% $122.59M 975.40K -36.5% ▼ Trim 9+
121 BBD Banco Bradesco S.A. 0.1% $120.89M 34.84M -4.3% ▼ Trim 9+
122 WSC WillScot Holdings… 0.1% $120.77M 4.18M -6.8% ▼ Trim 6
123 PG The Procter & Gamble Company 0.1% $120.17M 819.51K -4.6% ▼ Trim 9+
124 VST Vistra Corp. 0.1% $118.88M 749.40K Yeni New 1
125 ODD Oddity Tech Ltd. 0.1% $117.03M 7.74M -1.0% ▼ Trim 9+
126 WIX Wix.com Ltd. 0.1% $115.33M 2.54M -6.5% ▼ Trim 9+
127 TWST Twist Bioscience Corporation 0.1% $111.81M 1.09M -10.6% ▼ Trim 9+
128 TDW Tidewater Inc. 0.1% $111.32M 1.67M +154.9% ▲ Add 2
129 EW Edwards Lifesciences… 0.1% $109.36M 1.21M +174.6% ▲ Add 9+
130 BLLN BillionToOne, Inc. 0.1% $108.15M 901.42K -28.5% ▼ Trim 3
131 ALAB Astera Labs, Inc. Common… 0.1% $105.51M 218.43K -10.9% ▼ Trim 5
132 INTU Intuit Inc. 0.1% $102.11M 391.21K +123.9% ▲ Add 9+
133 CSCO Cisco Systems, Inc. 0.1% $101.44M 863.63K -11.3% ▼ Trim 9+
134 FIG Figma, Inc. 0.1% $100.76M 5.57M -0.1% ▼ Trim 4
135 LINE Lineage, Inc. 0.1% $98.39M 2.27M -11.0% ▼ Trim 8
136 XMTR Xometry, Inc. 0.1% $98.31M 1.02M -9.3% ▼ Trim 7
137 ADSK Autodesk, Inc. 0.1% $94.17M 484.36K -25.4% ▼ Trim 9+
138 MDB MongoDB, Inc. 0.1% $89.80M 267.33K 0.0% Held 3
139 SG Sweetgreen, Inc. 0.1% $89.47M 10.16M -1.6% ▼ Trim 9+
140 COUR Coursera, Inc. 0.1% $86.91M 15.41M +5.2% ▲ Add 9+
141 SVV Savers Value Village 0.1% $86.88M 8.61M -0.6% ▼ Trim 9+
142 PONY Pony AI Inc. American… 0.1% $86.33M 12.42M +95.3% ▲ Add 5
143 RXRX Recursion Pharmaceuticals… 0.1% $86.20M 23.49M -0.8% ▼ Trim 9+
144 FAST Fastenal Company 0.1% $85.68M 1.78M -3.6% ▼ Trim 9+
145 TFII TFI International Inc. 0.1% $82.35M 572.28K -36.1% ▼ Trim 7
146 PEP PepsiCo, Inc. 0.1% $81.75M 603.78K -3.8% ▼ Trim 9+
147 BABA Alibaba Group Holding… 0.1% $76.40M 796.02K +3.1% ▲ Add 4
148 TME Tencent Music Entertainment… 0.1% $72.08M 8.63M -11.3% ▼ Trim 9+
149 FROG JFrog Ltd. 0.1% $64.49M 709.57K -30.2% ▼ Trim 9+
150 JKHY Jack Henry & Associates… 0.1% $63.99M 464.56K -4.0% ▼ Trim 5
151 CRCL Circle Internet Group 0.1% $61.17M 976.63K +178.8% ▲ Add 5
152 ITUB Itaú Unibanco Holding S.A. 0.1% $58.39M 7.15M -13.2% ▼ Trim 9+
153 SBUX Starbucks Corporation 0.1% $56.09M 548.93K -12.2% ▼ Trim 9+
154 BNTX BioNTech SE 0.1% $55.12M 592.38K -32.9% ▼ Trim 9+
155 PBR-A Petróleo Brasileiro S.A. -… 0.0% $53.62M 3.66M -2.2% ▼ Trim 9+
156 KO The Coca-Cola Company 0.0% $53.42M 657.30K -7.5% ▼ Trim 9+
157 HD The Home Depot, Inc. 0.0% $52.22M 148.07K -2.6% ▼ Trim 9+
158 RVMD Revolution Medicines, Inc. 0.0% $49.34M 263.47K +40.8% ▲ Add 3
159 ALB Albemarle Corporation 0.0% $46.69M 416.53K -5.0% ▼ Trim 9+
160 SVM Silvercorp Metals Inc. 0.0% $45.10M 4.46M +5.3% ▲ Add 3
161 AJG Arthur J. Gallagher & Co. 0.0% $42.26M 184.06K +38.0% ▲ Add 9+
162 ACN Accenture plc 0.0% $40.83M 328.14K -4.3% ▼ Trim 5
163 FUTU Futu Holdings Limited 0.0% $38.89M 414.89K +3.3% ▲ Add 2
164 AMSC American Superconductor… 0.0% $38.74M 933.31K -35.5% ▼ Trim 9+
165 UPST Upstart Holdings, Inc. 0.0% $38.38M 1.08M -2.3% ▼ Trim 3
166 MDT Medtronic plc 0.0% $36.30M 463.95K +1.4% ▲ Add 9+
167 PAYX Paychex, Inc. 0.0% $34.30M 348.86K +7.8% ▲ Add 7
168 IREN IREN Limited 0.0% $34.15M 746.77K -9.9% ▼ Trim 4
169 DLO Dlocal Limited 0.0% $33.17M 2.55M -11.8% ▼ Trim 9+
170 RBRK Rubrik, Inc. 0.0% $31.15M 388.02K +135.0% ▲ Add 2
171 PGNY Progyny, Inc. 0.0% $31.10M 1.08M -11.6% ▼ Trim 9+
172 MCD McDonald's Corporation 0.0% $30.00M 110.98K -7.0% ▼ Trim 9+
173 Z Zillow Group, Inc. Class C 0.0% $28.43M 902.08K -10.8% ▼ Trim 9+
174 HIMS Hims & Hers Health, Inc. 0.0% $26.02M 750.49K Yeni New 1
175 PDFS PDF Solutions, Inc. 0.0% $24.46M 345.47K Yeni New 1
176 DNA Ginkgo Bioworks Holdings… 0.0% $23.70M 2.39M 0.0% Held 9+
177 PI Impinj, Inc. 0.0% $22.34M 155.97K -10.4% ▼ Trim 3
178 UTI Universal Technical… 0.0% $21.71M 507.70K -10.4% ▼ Trim 4
179 KRNT Kornit Digital Ltd. 0.0% $21.17M 1.30M -13.3% ▼ Trim 5
180 PRCT PROCEPT BioRobotics… 0.0% $20.59M 911.75K -6.3% ▼ Trim 6
181 MP MP Materials Corp. 0.0% $20.02M 357.47K -21.2% ▼ Trim 9+
182 AEHR Aehr Test Systems 0.0% $19.58M 203.88K -79.6% ▼ Trim 9+
183 INFY Infosys Limited 0.0% $19.34M 1.84M -0.3% ▼ Trim 9+
184 IPGP IPG Photonics Corporation 0.0% $18.83M 160.50K -40.4% ▼ Trim 9+
185 KTOS Kratos Defense & Security… 0.0% $18.06M 362.30K +35.4% ▲ Add 4
186 TMDX TransMedics Group, Inc. 0.0% $17.80M 267.94K -12.2% ▼ Trim 9+
187 STOK Stoke Therapeutics, Inc. 0.0% $16.93M 517.27K -10.1% ▼ Trim 3
188 APPN Appian Corporation 0.0% $16.84M 735.16K -18.9% ▼ Trim 9+
189 NVCR Novocure Ltd 0.0% $14.42M 952.07K -11.2% ▼ Trim 9+
190 BRK-B Berkshire Hathaway Inc. 0.0% $14.40M 28.78K Yeni New 1
191 CHYM Chime Financial, Inc. Class… 0.0% $13.90M 678.72K 0.0% Held 5
192 AMPL Amplitude, Inc. 0.0% $13.61M 1.78M -32.4% ▼ Trim 6
193 DOCS Doximity, Inc. 0.0% $13.35M 643.67K -83.2% ▼ Trim 9+
194 MRLN Merlin Inc 0.0% $11.47M 2.02M 0.0% Held 2
195 MNST Monster Beverage Corporation 0.0% $11.22M 116.74K -42.7% ▼ Trim 8
196 BCH Banco De Chile ADR 0.0% $10.90M 274.05K 0.0% ▲ Add 9+
197 BEAM Beam Therapeutics Inc. 0.0% $10.78M 314.23K -18.6% ▼ Trim 9+
198 INTC Intel Corp. 0.0% $10.51M 75.30K +15954.4% ▲ Add 2
199 WEC WEC Energy Group, Inc. 0.0% $10.27M 87.94K -7.7% ▼ Trim 9+
200 CNP CenterPoint Energy, Inc. 0.0% $10.17M 231.00K -29.8% ▼ Trim 9+
201 ZTS Zoetis Inc. 0.0% $9.96M 138.65K -14.5% ▼ Trim 3
202 SPGI S&P Global Inc. 0.0% $8.71M 21.39K -46.2% ▼ Trim 9+
203 ODFL Old Dominion Freight Line… 0.0% $8.66M 39.99K -51.3% ▼ Trim 3
204 MSI Motorola Solutions, Inc. 0.0% $8.60M 20.70K -44.5% ▼ Trim 4
205 CP Canadian Pacific Kansas… 0.0% $8.58M 98.95K +0.5% ▲ Add 9+
206 TBBB BBB Foods Inc. 0.0% $8.12M 194.88K 0.0% ▲ Add 5
207 NEE NextEra Energy, Inc. 0.0% $7.97M 90.81K -35.9% ▼ Trim 9+
208 BSY Bentley Systems… 0.0% $7.54M 252.14K -43.4% ▼ Trim 4
209 AMT American Tower Corporation 0.0% $7.50M 45.88K -8.3% ▼ Trim 9+
210 SO The Southern Company 0.0% $7.11M 74.29K -24.0% ▼ Trim 9+
211 BKNG Booking Holdings Inc. 0.0% $6.77M 37.99K -48.7% ✂ ▼ Trim 9+
212 BRO Brown & Brown, Inc. 0.0% $6.76M 105.39K -43.1% ▼ Trim 3
213 FTS Fortis Inc. 0.0% $6.43M 112.31K -38.5% ▼ Trim 9+
214 EQR Equity Residential 0.0% $6.12M 90.14K -19.8% ▼ Trim 9+
215 FNV Franco-Nevada Corporation 0.0% $6.08M 29.15K +22.9% ▲ Add 2
216 DLR Digital Realty Trust, Inc. 0.0% $5.94M 33.10K -18.5% ▼ Trim 9+
217 DOC Healthpeak Properties, Inc. 0.0% $5.67M 265.10K -20.8% ▼ Trim 9+
218 BEPC Brookfield Renewable… 0.0% $5.66M 152.40K -32.2% ▼ Trim 9+
219 ATAT Atour Lifestyle Holdings… 0.0% $5.04M 158.40K -3.0% ▼ Trim 3
220 EH EHang Holdings Limited 0.0% $4.34M 661.98K -9.7% ▼ Trim 3
221 EXC Exelon Corporation 0.0% $4.02M 86.16K -60.5% ▼ Trim 9+
222 PLD Prologis, Inc. 0.0% $3.71M 27.36K -22.9% ▼ Trim 9+
223 SUI Sun Communities, Inc. 0.0% $3.57M 29.80K -21.8% ▼ Trim 9+
224 AER AerCap Holdings N.V. 0.0% $1.73M 11.90K +10.2% ▲ Add 5
225 BUR Burford Capital Limited 0.0% $1.62M 395.65K -0.7% ▼ Trim 9+
226 EIX Edison International 0.0% $1.24M 16.66K -11.8% ▼ Trim 7
227 GNRC Generac Holdings Inc. 0.0% $898,341 3.07K Yeni New 1
228 ADBE Adobe Inc. 0.0% $650,118 3.17K -93.5% ▼ Trim 4
229 CBRS Cerebras Systems Inc. 0.0% $221,000 1.00K Yeni New 1
230 EBR AXIA ENERGIA-ADR 0.0% $171,917 16.28K +3542.1% ▲ Add 3
231 TER Teradyne, Inc. 0.0% $97,252 201 +31.4% ▲ Add 9+
232 MU Micron Technology, Inc. 0.0% $92,343 80 Yeni New 1
233 MRSH Marsh & McLennan Companies… 0.0% $85,168 511 -99.2% ▼ Trim 8
234 ONC BeOne Medicines AG 0.0% $65,828 231 +4520.0% ▲ Add 4
235 BIDU Baidu, Inc. 0.0% $56,231 492 +3684.6% ▲ Add 4
236 RIO Rio Tinto Group 0.0% $49,744 524 -11.2% ▼ Trim 9+
237 AMD Advanced Micro Devices, Inc. 0.0% $47,635 82 Yeni New 1
238 FLKR ETFS Franklin Ftse South… 0.0% $43,264 658 -23.0% ▼ Trim 2
239 HUBB Hubbell Incorporated 0.0% $42,902 82 +17.1% ▲ Add 6
240 PL Planet Labs PBC 0.0% $40,882 1.23K -24.6% ▼ Trim 3
241 STX Seagate Technology Holdings… 0.0% $38,600 40 Yeni New 1
242 AMAT Applied Materials, Inc. 0.0% $37,596 52 Yeni New 1
243 NXT Nextpower Inc. 0.0% $37,410 314 -25.2% ▼ Trim 4
244 CSL Carlisle Companies… 0.0% $35,187 97 -99.4% ▼ Trim 9+
245 TTEK Tetra Tech, Inc. 0.0% $32,183 1.11K -99.6% ▼ Trim 6
246 NKE NIKE, Inc. 0.0% $31,937 778 +15.1% ▲ Add 9+
247 DHR Danaher Corporation 0.0% $31,429 165 Yeni New 1
248 CRWD CrowdStrike Holdings, Inc. 0.0% $30,526 40 -99.8% ▼ Trim 8
249 SONY Sony Group Corporation 0.0% $29,850 1.49K -11.0% ▼ Trim 3
250 LRCX Lam Research Corporation 0.0% $25,133 58 Yeni New 1
251 ENPH Enphase Energy, Inc. 0.0% $24,915 506 -100.0% ▼ Trim 9+
252 UL Unilever PLC 0.0% $21,042 350 -8.4% ▼ Trim 9+
253 LNN Lindsay Corporation 0.0% $20,056 162 +18.2% ▲ Add 3
254 TTE TotalEnergies SE 0.0% $16,563 213 -7.4% ▼ Trim 2
255 MRVL Marvell Technology, Inc. 0.0% $16,384 55 Yeni New 1
256 ASX ASE Technology Holding Co.… 0.0% $16,333 362 -14.6% ▼ Trim 2
257 BE Bloom Energy Corporation 0.0% $15,740 52 Yeni New 1
258 ARGX argenx SE 0.0% $14,844 16 Yeni New 1
259 CDNS Cadence Design Systems, Inc. 0.0% $13,887 37 -99.8% ▼ Trim 6
260 NBIS Nebius Group N.V. 0.0% $11,875 43 Yeni New 1
261 MICC The Magnum Ice Cream… 0.0% $10,777 619 -6.8% ▼ Trim 3
262 VRT Vertiv Holdings Co 0.0% $7,366 22 Yeni New 1
263 MPWR Monolithic Power Systems… 0.0% $6,912 5 Yeni New 1
264 WSE Wise Group plc Class A… 0.0% $5,169 434 Yeni New 1
265 LITE Lumentum Holdings Inc. 0.0% $5,148 6 Yeni New 1
266 CRWV CoreWeave, Inc. Class A… 0.0% $4,977 50 Yeni New 1
267 QS QuantumScape Corporation 0.0% $4,370 578 -100.0% ▼ Trim 9+
268 NVO Novo Nordisk A/S 0.0% $3,931 82 0.0% Held 9+
269 PLTR Palantir Technologies Inc. 0.0% $3,267 28 Yeni New 1
270 HTHT H World Group Limited 0.0% $1,043 25 Yeni New 1
271 BSLK Bolt Projects Holdings Inc. 0.0% $62 123.29K 0.0% Held 5

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
280–1 çeyrekler
502–4 çeyrekler
385–8 çeyrekler
1559+ 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: Q2 2026 · son dosyalama Aug 06, 2026 · Değişim metodolojisi