Baillie Gifford 美股持仓 · 连续加仓追踪

数据：SEC 13F-HR（CIK 1088875），2021Q1 → 2026Q1 共 21 期季末快照，每期取最新修正件；股数口径已做拆股归一。当前美股组合总市值 $97.9B，共 271 只在持。走势图为股数（非市值），"·"=未持仓。13F 只含美股/ADR，不含 BG 的英日 A 股仓位；最新数据滞后约 45 天。

🎯 候选：连续 ≥2 季加仓、截至 2026Q1 仍在加（28 只）

Ticker	公司	连加季数	近4季股数	当前权重	市值 $M	首建仓	2021Q1→2026Q1 股数走势
MSCI	MSCI	4	新开仓	0.47%	459	2025Q2	·················▄▇██
RKLB	Rocket Lab Corp	4	新开仓	1.21%	1,183	2025Q2	·················▂▆██
PM	Philip Morris Intl	4	+13691.3%	0.28%	272	2024Q3	··············▁▁▁▁▁▁█
ENSG	The Ensign Group	4	+410.4%	0.99%	972	2024Q3	··············▂▂▂▃▅██
BABA	Alibaba Group Holding Sponsored AD	3	新开仓	0.10%	97	2021Q1	██▃▂▁▁▁▁▁▁▁▁▁·····▁▁▁
COIN	Coinbase Global Inc	3	新开仓	0.20%	196	2022Q2	·····▁▁▁▁▁▁▁▁▁····▅▆█
BSY	Bentley Systems	3	新开仓	0.02%	16	2025Q3	··················▁▆█
EQT	Eqt Corp	3	新开仓	0.26%	250	2025Q3	··················▁▁█
RIO	Rio Tinto Spn.Adr 1:1	3	+85.0%	0.00%	0	2022Q2	·····▁▁▂▂▂▄▄▄▂▄▅▅▃▅██
?15234Q207	AXIA ENERGIA-ADR PREF	2	新开仓	0.00%	0	2025Q4	···················▅█
BRO	Brown & Brown	2	新开仓	0.01%	12	2025Q4	···················██
PI	Impinj	2	新开仓	0.02%	18	2025Q4	···················▅█
SONY	Sony ADR	2	新开仓	0.00%	0	2025Q4	···················██
STOK	Stoke Therapeutics	2	新开仓	0.02%	19	2025Q4	···················▄█
UTHR	United Therapeutics	2	新开仓	0.26%	254	2025Q4	···················▇█
UPST	Upstart Holdings	2	新开仓	0.03%	28	2025Q4	···················▆█
ZTS	Zoetis Inc	2	新开仓	0.02%	19	2025Q4	···················██
VEEV	Veeva Systems Inc Class A	2	+1749854.8%	0.13%	129	2021Q1	▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁█
AXON	Axon Enterprise Inc	2	+1606.9%	1.07%	1,045	2021Q1	█████▅▅▅▅▁▁▁▁▁▁▁▁▁▁▃▅
MMYT	MakeMyTrip	2	+191.2%	0.57%	560	2021Q1	▂▂▂▂▂▂▂▂▂▂▂▂▂▃▃▂▃▄▃▃█
?02079K305	Alphabet Inc Class A	2	+144.7%	0.57%	560	2021Q1	▁▁▁▁▁▁▅▆▅▅▅▅▄▅▄▄▄▄▃██
IOT	Samsara	2	+63.1%	1.86%	1,823	2023Q1	········▃▃▄▄▄▄▅▅▅▇▆▇█
CSGP	CoStar Group	2	+61.3%	0.56%	549	2021Q1	▇▇██████▇▇▇▆▆▆▅▅▅▅▅██
RELY	Remitly Global Inc	2	+39.9%	0.19%	185	2022Q4	·······▂▅▅▅██▇▇▇▆▆▆██
?M7518J104	Oddity	2	+24.9%	0.11%	105	2023Q3	··········▆▆▇▇▇▇▇▇▇██
?98954M200	Zillow Group Inc Class C	2	+19.6%	0.04%	40	2021Q1	▇▇▇█▂▂▂▂▂▂▂▂▂▂▁▁▁▁▁▁▁
TEAM	Atlassian Corp Plc	2	+14.6%	0.69%	680	2021Q1	▆▅▅▅▅▅▅▇▇▆▆█▇▇▇▇▇▇▇▇█
HD	Home Depot	2	+10.5%	0.05%	50	2021Q1	▁▁▁▁▁·····▃▄▆▇▇██▇▇██

深蓝底 = 连加 ≥4 季。"新开仓" = 近 4 季内从无到有。

全部在持（按连加季数排序，前 80）

Ticker	公司	连加	近4季	权重	市值 $M	首建仓	走势
MSCI	MSCI	4	新开仓	0.47%	459	2025Q2	·················▄▇██
RKLB	Rocket Lab Corp	4	新开仓	1.21%	1,183	2025Q2	·················▂▆██
PM	Philip Morris Intl	4	+13691.3%	0.28%	272	2024Q3	··············▁▁▁▁▁▁█
ENSG	The Ensign Group	4	+410.4%	0.99%	972	2024Q3	··············▂▂▂▃▅██
BABA	Alibaba Group Holding Sponsored AD	3	新开仓	0.10%	97	2021Q1	██▃▂▁▁▁▁▁▁▁▁▁·····▁▁▁
COIN	Coinbase Global Inc	3	新开仓	0.20%	196	2022Q2	·····▁▁▁▁▁▁▁▁▁····▅▆█
BSY	Bentley Systems	3	新开仓	0.02%	16	2025Q3	··················▁▆█
EQT	Eqt Corp	3	新开仓	0.26%	250	2025Q3	··················▁▁█
RIO	Rio Tinto Spn.Adr 1:1	3	+85.0%	0.00%	0	2022Q2	·····▁▁▂▂▂▄▄▄▂▄▅▅▃▅██
?15234Q207	AXIA ENERGIA-ADR PREF	2	新开仓	0.00%	0	2025Q4	···················▅█
BRO	Brown & Brown	2	新开仓	0.01%	12	2025Q4	···················██
PI	Impinj	2	新开仓	0.02%	18	2025Q4	···················▅█
SONY	Sony ADR	2	新开仓	0.00%	0	2025Q4	···················██
STOK	Stoke Therapeutics	2	新开仓	0.02%	19	2025Q4	···················▄█
UTHR	United Therapeutics	2	新开仓	0.26%	254	2025Q4	···················▇█
UPST	Upstart Holdings	2	新开仓	0.03%	28	2025Q4	···················▆█
ZTS	Zoetis Inc	2	新开仓	0.02%	19	2025Q4	···················██
VEEV	Veeva Systems Inc Class A	2	+1749854.8%	0.13%	129	2021Q1	▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁█
AXON	Axon Enterprise Inc	2	+1606.9%	1.07%	1,045	2021Q1	█████▅▅▅▅▁▁▁▁▁▁▁▁▁▁▃▅
MMYT	MakeMyTrip	2	+191.2%	0.57%	560	2021Q1	▂▂▂▂▂▂▂▂▂▂▂▂▂▃▃▂▃▄▃▃█
?02079K305	Alphabet Inc Class A	2	+144.7%	0.57%	560	2021Q1	▁▁▁▁▁▁▅▆▅▅▅▅▄▅▄▄▄▄▃██
IOT	Samsara	2	+63.1%	1.86%	1,823	2023Q1	········▃▃▄▄▄▄▅▅▅▇▆▇█
CSGP	CoStar Group	2	+61.3%	0.56%	549	2021Q1	▇▇██████▇▇▇▆▆▆▅▅▅▅▅██
RELY	Remitly Global Inc	2	+39.9%	0.19%	185	2022Q4	·······▂▅▅▅██▇▇▇▆▆▆██
?M7518J104	Oddity	2	+24.9%	0.11%	105	2023Q3	··········▆▆▇▇▇▇▇▇▇██
?98954M200	Zillow Group Inc Class C	2	+19.6%	0.04%	40	2021Q1	▇▇▇█▂▂▂▂▂▂▂▂▂▂▁▁▁▁▁▁▁
TEAM	Atlassian Corp Plc	2	+14.6%	0.69%	680	2021Q1	▆▅▅▅▅▅▅▇▇▆▆█▇▇▇▇▇▇▇▇█
HD	Home Depot	2	+10.5%	0.05%	50	2021Q1	▁▁▁▁▁·····▃▄▆▇▇██▇▇██
?36118L106	Futu Hdgs ADR	1	新开仓	0.06%	55	2021Q3	··████████··········▃
INTC	Intel Corporation	1	新开仓	0.00%	0	2024Q2	·············██·····▆
CRCL	Circle Internet Group	1	新开仓	0.03%	33	2025Q2	·················▅▅▅█
?732908108	Pony AI ADR	1	新开仓	0.06%	60	2025Q2	·················████
IREN	IREN	1	新开仓	0.03%	28	2025Q3	··················▆▆█
KNF	Knife River	1	新开仓	0.22%	218	2025Q3	··················▇▇█
ATR	AptarGroup	1	新开仓	0.01%	9	2026Q1	····················█
?00215W100	Ase Technology Holding Co Ltd ADR	1	新开仓	0.00%	0	2026Q1	····················█
AVGO	Broadcom Inc	1	新开仓	0.03%	30	2026Q1	····················█
?35473P710	ETFS Franklin Ftse South Korea Etf	1	新开仓	0.00%	0	2026Q1	····················█
FNV	Franco-Nevada Corp	1	新开仓	0.01%	6	2026Q1	····················█
?35671D857	Freeport-Mcmoran Copper	1	新开仓	0.24%	235	2026Q1	····················█
MRLN	Merlin Inc	1	新开仓	0.02%	15	2026Q1	····················█
RBC	RBC Bearings	1	新开仓	0.16%	160	2026Q1	····················█
RY	Royal Bank of Canada, The	1	新开仓	0.00%	0	2026Q1	····················█
RBRK	Rubrik	1	新开仓	0.01%	8	2026Q1	····················█
SUNB	Sunbelt Rentals Holdings Inc	1	新开仓	0.20%	195	2026Q1	····················█
TDW	Tidewater	1	新开仓	0.06%	55	2026Q1	····················█
?F92124100	TotalEnergies SE (US)	1	新开仓	0.00%	0	2026Q1	····················█
?92837L109	Vista Energy Sab De Cv ADR	1	新开仓	0.12%	118	2026Q1	····················█
EOG	EOG Resources	1	+2501.0%	0.40%	393	2021Q1	█▅·······▁▁▁▁▁▁▁▁▁▁▁▄
RDDT	Reddit	1	+874.5%	1.01%	984	2025Q1	················▁█▇▇█
?40415F101	HDFC Bank ADR	1	+83.6%	0.17%	163	2021Q1	▂▂▂▂▃▂▃▃▃▃▇▇██▆▃▃▃▅▄▅
PAYX	Paychex	1	+80.2%	0.03%	30	2021Q1	▁▁▁▁▁▁▁▁▁······▅▅████
BAP	Credicorp	1	+68.8%	0.95%	926	2021Q1	▄▆▅▂▄▄▄▄▅▅▅▅▄▅▅▅▅▅▅▅█
BC	Brunswick Corp	1	+50.4%	0.21%	210	2022Q2	·····▁▁▁▁···▄▇▇▆▆▆▆▅█
INTU	Intuit	1	+34.7%	0.08%	76	2021Q4	···▁▁▅▅▆▇▇▇▇▇▆▅▅▆▇▇▇█
APP	AppLovin	1	+27.1%	2.72%	2,667	2024Q3	··············▁▅▇████
JOBY	Joby Aviation Inc	1	+15.9%	0.53%	516	2021Q3	··▁▁▁▁▁▁▁▇▇█▇▇▇█▇▇▇▇█
WSO	Watsco Inc	1	+11.6%	0.42%	414	2021Q1	██████████▇▆▆▆▅▅▄▄▄▄▅
?615369105	Moody's Corp	1	+0.8%	0.34%	333	2021Q1	█████▇▇▇▆▆▆▆▅▄▃▂▂▂▂▁▂
?81141R100	SEA Ltd ADR	1	+0.3%	3.35%	3,284	2021Q1	▂▂▂▂▄▄▄▄▅▅▆▇▇▇███████
?48581R205	Kaspi.kz ADR	1	-2.6%	0.39%	379	2024Q1	············▂▆█▇█████
FROG	JFROG Ltd	1	-4.2%	0.05%	48	2021Q1	▆▆▆█████████▇▆▆▆▅▅▅▅▅
DOCS	Doximity Inc	1	-6.9%	0.09%	89	2022Q3	······▁▂▆█████▇▆▅▅▅▅▅
GRAB	Grab Holdings	1	-7.1%	0.18%	171	2024Q2	·············█▇██████
ECL	Ecolab	1	-8.8%	0.19%	185	2021Q1	▅▅▆▇▇█████████▇▇▅▅▅▅▅
AAPL	Apple	1	-11.4%	0.18%	177	2021Q1	▅▅▅▅▆▆▇▇▇▇▇▇▇█████▇▇▇
?45104G104	ICICI Bank ADR	1	-12.2%	0.13%	127	2021Q1	███▃▃▃▃▂▂▂▂▂▂▂▂▂▂▂▂▂▂
?71654V408	Petrobras Common ADR	1	-14.1%	0.94%	922	2021Q1	▇███▆▅▅▅▅▅▄▄▄▄▅▅▅▄▃▃▄
ISRG	Intuitive Surgical	1	-19.1%	1.21%	1,184	2021Q1	█████▇██▇▇▇▇▇▇▇▇▆▆▅▅▅
LU	LUFAX Holdings LTD	1	-20.4%	0.02%	15	2021Q1	▆▆▆████████▂▄▅▅▅▄▃▃▃▃
?G1151C101	Accenture 'A'	0	新开仓	0.07%	68	2021Q1	▁▁▁▁▁▁▁▁▁········▆▆██
?056752108	Baidu.com Sponsored ADR	0	新开仓	0.00%	0	2021Q1	█████▇▆▆▆▆▆▆▆·····▁▁▁
JKHY	Jack Henry & Associates	0	新开仓	0.08%	76	2021Q1	▁▁▁▁▁▁▁▁▁········▆▆██
?26853E102	EHang Hdgs ADR	0	新开仓	0.01%	7	2021Q3	··▁▁▁▁▁▁▁▁·········██
?00724F101	Adobe Systems	0	新开仓	0.01%	12	2022Q1	····▅████▇▇▄▄▄····▁▁▁
DG	Dollar General Corp	0	新开仓	0.38%	374	2022Q2	·····▁▁▁▁········████
BSLK	Bolt Projects Holdings Inc.	0	新开仓	0.00%	0	2024Q3	··············██·▁▁▁▁
?N00985106	AerCap Hdgs	0	新开仓	0.00%	1	2025Q2	·················███▆
ALAB	Astera Labs	0	新开仓	0.03%	27	2025Q2	·················████
TBBB	BBB Foods	0	新开仓	0.01%	7	2025Q2	·················▄███

拆股修正记录（供核验）

ACM Research（00108J109）— 2022Q1 3:1 拆股（2022-03-24），此前股数已归一 [Yahoo]
Amazon.Com（023135106）— 2022Q2 20:1 拆股（2022-06-06），此前股数已归一 [Yahoo]
CoStar Group（22160N109）— 2021Q2 10:1 拆股（2021-06-28），此前股数已归一 [Yahoo]
Dexcom Inc（252131107）— 2022Q2 4:1 拆股（2022-06-13），此前股数已归一 [Yahoo]
Exelon Corporation（30161N101）— 2022Q1 1.402:1 拆股（2022-02-02），此前股数已归一 [Yahoo]
Illumina（452327109）— 2024Q2 1.028:1 拆股（2024-06-25），此前股数已归一 [Yahoo]
InMode（M5425M103）— 2021Q4 2:1 拆股（2021-10-01），此前股数已归一 [Yahoo]
Intuitive Surgical（46120E602）— 2021Q4 3:1 拆股（2021-10-05），此前股数已归一 [Yahoo]
NVIDIA（67066G104）— 2021Q3 4:1 拆股（2021-07-20），此前股数已归一 [Yahoo]
NVIDIA（67066G104）— 2024Q2 10:1 拆股（2024-06-10），此前股数已归一 [Yahoo]
Netflix Inc（64110L106）— 2025Q4 10:1 拆股（2025-11-17），此前股数已归一 [Yahoo]
Sherwin-Williams Co（824348106）— 2021Q2 3:1 拆股（2021-04-01），此前股数已归一 [Yahoo]
Tesla Inc（88160R101）— 2022Q3 3:1 拆股（2022-08-25），此前股数已归一 [Yahoo]
The Trade Desk（88339J105）— 2021Q2 10:1 拆股（2021-06-17），此前股数已归一 [Yahoo]

检测原理：季末单股价（申报市值÷股数）相邻期若几乎精确除以整数 k，判定 k:1 拆股，此前股数 ×k 归一。value 单位切换期（千美元→美元）= 2022Q4，已自动归一。完整 21 期股数明细见同目录 holdings.csv。