Recently, British century-old asset management giant Baillie Gifford disclosed the 13F position report of Q2 in 2022.

According to the documents, Baiji invested $97.508 billion in Q2 U. S. stocks in 2022, down more than $45 billion from the first quarter. The top 10 securities accounted for 35.70% of the portfolio, with a moderate concentration of positions.

Reducing Tesla, Inc. 's holdings by 4% Demorna is the largest heavy stock.

Vaccine giant$Moderna Inc (MRNA.US) $It is the largest position in BG, with a market capitalization of about $6.5 billion, accounting for 6.67% of the portfolio, and slightly reduced its holdings of 69400 shares in the second quarter.

BG long-term investment of more than 10 years$Tesla, Inc. (TSLA.US) $It was reduced by 4% in Q2, ranking the second largest position, with a market capitalization of US $6.3 billion, similar to Moderna Inc.

The top ten holdings also include$Amazon.Com Inc (AMZN.US) $、$Illumina Inc (ILMN.US) $、$MercadoLibre Inc (MELI.US) $、$Spotify Technology (SPOT.US) $、$NVIDIA Corp (NVDA.US) $、$NIO Inc. (NIO.US) $And other hot stocks. Among them, Amazon.Com Inc and NVIDIA Corp reduced their holdings of about 2.41 million shares and 1.57 million shares respectively.

Substantially increase NIO Inc. 's holdings and reduce NVIDIA Corp's and Netflix Inc's holdings

From the point of view of the specific position changesThe top five buying targets are:$NIO Inc. (NIO.US) $、$Royalty Pharma (RPRX.US) $、$Service Corporation International (SCI.US) $、$BioNTech (BNTX.US) $和$Wix.com (WIX.US) $。

The top five sellers are:$Illumina Inc (ILMN.US) $、$Cloudflare (NET.US) $、$Tesla, Inc. (TSLA.US) $、$NVIDIA Corp (NVDA.US) $和$Netflix Inc (NFLX.US) $。

In the second quarter, BG bought 28 new stocks, among which the largest chocolate maker in North America has a large position.Hershey (HSY.US) $Known as one of the four largest grain merchants in the world$Archer Daniels Midland (ADM.US) $。

Reduce holdings of Pinduoduo, clearance BABA and JD.com

In terms of the operation of US-listed stocks, according to the 13F document, the largest number of US-listed stocks held by BG is the new force of car building.$NIO Inc. (NIO.US) $. As of the second quarter of 2022, BG held 96.7311 million shares of NIO Inc., with a market capitalization of $2.101 billion, making it the eighth largest position in BG, with an increase of 8 per cent. At the same time, BG increased its position.$Futu Holdings Limited (FUTU.US) $。

In addition, BG also reduced its holdings in the second quarter.$Pinduoduo (PDD.US) $And$BeiGene, Ltd. (BGNE.US) $、$Baidu, Inc. (BIDU.US) $及$Tencent Music (TME.US) $、$KE Holdings Inc. (BEKE.US) $、$Bilibili Inc. (BILI.US) $And other popular Chinese stocks. Among them, about 987400 shares of Pinduoduo were reduced. By the end of the second quarter, Baiji held 28.1001 million shares of Pinduoduo, ranking the 13th largest stock.

At the same time, BG also cleared its stock.$JD.com (JD.US) $和$BABA (BABA.US) $。