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GILDER GAGNON HOWE & CO LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

GILDER GAGNON HOWE & CO LLC

报告期 2026-03-31 · CIK 0000902464

持仓数

252

前50大市值合计

$6.32B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$441.7M

2,532,418

7.0%

NFLX NETFLIX INC.

COM

$403.0M

4,191,843

6.4%

NET CLOUDFLARE INC

CL A COM

$366.9M

1,778,168

5.8%

AMZN AMAZON COM INC

COM

$364.9M

1,751,990

5.8%

SHOP SHOPIFY INC

CL A SUB VTG SHS

$255.6M

2,154,743

4.0%

TSLA TESLA INC

COM

$230.4M

619,700

3.6%

META META PLATFORMS INC

CL A

$225.5M

394,067

3.6%

ISRG INTUITIVE SURGICAL INC

COM NEW

$207.2M

449,557

3.3%

PWR QUANTA SVCS INC

COM

$205.2M

373,698

3.2%

NTRA NATERA INC

COM

$151.0M

755,275

2.4%

GOOGL ALPHABET INC

CAP STK CL A

$137.7M

478,792

2.2%

ECHO ECHOSTAR CORP

CL A

$137.4M

1,173,977

2.2%

MU MICRON TECHNOLOGY INC

COM

$130.3M

385,605

2.1%

EMBJ EMBRAER S.A.

SPONSORED ADS

$125.8M

2,119,373

2.0%

GOOG ALPHABET INC

CAP STK CL C

$120.4M

419,748

1.9%

QXO QXO INC

COM NEW

$116.3M

5,988,681

1.8%

TKO TKO GROUP HOLDINGS INC

CL A

$113.9M

564,911

1.8%

NYT NEW YORK TIMES CO MTN BE

CL A

$113.6M

1,356,477

1.8%

SITM SITIME CORP

COM

$112.6M

326,068

1.8%

TOST TOAST INC

CL A

$107.9M

4,069,162

1.7%

SHAK SHAKE SHACK INC

CL A

$102.2M

1,155,577

1.6%

ARQT ARCUTIS BIOTHERAPEUTICS INC

COM

$101.4M

4,304,010

1.6%

— SHARKNINJA INC

COM SHS

$101.4M

957,107

1.6%

HOOD ROBINHOOD MKTS INC

COM CL A

$100.3M

1,447,235

1.6%

— NEBIUS GROUP N.V.

SHS CLASS A

$98.7M

951,093

1.6%

ANET ARISTA NETWORKS INC

COM SHS

$97.9M

797,221

1.5%

MELI MERCADOLIBRE INC

COM

$96.1M

55,552

1.5%

RBLX ROBLOX CORP

CL A

$95.1M

1,680,558

1.5%

— ELBIT SYS LTD

ORD

$94.8M

111,684

1.5%

ALNY ALNYLAM PHARMACEUTICALS INC

COM

$92.7M

280,092

1.5%

— BBB FOODS INC

CL A COM

$90.3M

2,554,224

1.4%

GAP GAP INC

COM

$88.9M

3,672,048

1.4%

FNV FRANCO NEV CORP

COM

$83.4M

337,700

1.3%

— TOWER SEMICONDUCTOR LTD

SHS NEW

$82.7M

471,466

1.3%

ENPH ENPHASE ENERGY INC

COM

$81.2M

2,146,391

1.3%

SPHR SPHERE ENTERTAINMENT CO

CL A

$65.9M

561,457

1.0%

FIGR FIGURE TECHNOLOGY SOLUTIO

COM CL A

$65.5M

1,930,651

1.0%

— SIRIUSPOINT LTD

COM

$63.5M

2,945,802

1.0%

ARM ARM HOLDINGS PLC

SPONSORED ADS

$61.8M

408,257

1.0%

LPLA LPL FINL HLDGS INC

COM

$58.6M

194,726

0.9%

POOL POOL CORP

COM

$57.0M

281,950

0.9%

CBOE CBOE GLOBAL MKTS INC

COM

$57.0M

202,940

0.9%

— SPOTIFY TECHNOLOGY S A

SHS

$57.0M

117,482

0.9%

ABNB AIRBNB INC

COM CL A

$53.6M

424,679

0.8%

RIVN RIVIAN AUTOMOTIVE INC

COM CL A

$53.4M

3,547,581

0.8%

BOOT BOOT BARN HLDGS INC

COM

$50.9M

347,787

0.8%

RDDT REDDIT INC

CL A

$50.7M

376,189

0.8%

DUOL DUOLINGO INC

CL A COM

$50.1M

508,550

0.8%

— ACCELERANT HOLDINGS

CL A

$50.0M

3,743,364

0.8%

MDA MDA SPACE LTD

COM

$48.9M

1,932,161

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

33%前 6 大占比

NVDA7.0%NFLX6.4%NET5.8%AMZN5.8%SHOP4.0%TSLA3.6%