KUJIRA WATCH / ベイリー・ギフォード（Baillie Gifford & Co）
← 一覧へ戻る GLOBAL MANAGER

Baillie Gifford & Co

ベイリー・ギフォード
13F報告額 $110.2B
FIG. 01 — 上位保有銘柄（2026-06-30 時点）
SPCXSpace Exploration Technologies Corp8.0%$8.8B
NVDANVIDIA7.6%$8.4B
AMZNAmazon.Com5.8%$6.4B
MELIMercadoLibre4.7%$5.2B
SESea Ltd ADR3.3%$3.7B
Spotify Technology SA3.3%$3.6B
NETCloudflare Inc3.2%$3.6B
APPAppLovin3.0%$3.3B
SHOPShopify 'A'2.9%$3.2B
Nu Holdings Ltd.2.8%$3.1B
PDDPDD Holdings Inc1.8%$2.0B
IOTSamsara1.7%$1.8B
増加・新規
BRK/BBerkshire Hathaway BNEW
HIMSHims & Hers HealthNEW
PDFSPDF SolutionsNEW
VALEVale SA ADRNEW
IDXXIdexx Laboratories IncNEW
VSTVistra EnergyNEW
SPCXSpace Exploration Technologies CorpNEW
KLACKLA CorpNEW
CFRCullen/Frost BankersNEW
GNRCGenerac HdgsNEW
減少・売却
LULufax Holding LtdEXITED
SANASana Biotechnology IncEXITED
HTFLHeartFlowEXITED
RAMPLiveramp Holdings IncEXITED
MBLYMobileye Global Inc.EXITED
TNDMTandem Diabetes CareEXITED
PENPenumbra IncEXITED
CMECME Group IncEXITED
TROWT. Rowe PriceEXITED
WABWabtecEXITED