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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q3 21Q2

22Q1 调仓2021-09-30 → 2022-03-31 · 共 150 项建仓 5增持 12减持 92清仓 41

方向

标的

Δ市值

现股数(环比)

减持

ROKU ROKU INC

-$319.3M

1,487,701 -8%

减持

CVNA CARVANA CO

-$293.9M

506,052 -57%

减持

SHOP SHOPIFY INC

-$282.5M

357,084 -8%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

NFLX NETFLIX INC

-$265.1M

885,791 -9%

减持

DOCU DOCUSIGN INC

-$228.9M

929,037 -27%

清仓

— OCADO GROUP PLC ORD GBP002 ISIN GB00B3MBS747 SEDOL B3MBS74

-$217.8M

0 -100%

减持

PTON PELOTON INTERACTIVE INC

-$205.5M

3,024,076 -8%

减持

— CONFLUENT INC

-$201.6M

3,044,706 -44%

减持

ASAN ASANA INC

-$188.2M

1,444,092 -39%

减持

SNAP SNAP INC

-$175.8M

2,113,539 -38%

减持

AFRM AFFIRM HLDGS INC

-$172.7M

2,090,398 -8%

减持

NVTA INVITAE CORP

-$164.5M

3,419,466 -49%

减持

HUBS HUBSPOT INC

-$161.8M

399,775 -23%

清仓

— WUXI BIOLOGICS CAYMAN INC USD00000083 144A REG S

-$147.6M

0 -100%

减持

EPAM EPAM SYS INC

-$137.1M

123,423 -59%

减持

TWLO TWILIO INC

-$136.1M

16,866 -96%

减持

SQ BLOCK INC

-$136.0M

1,070,519 -9%

减持

ZM ZOOM VIDEO COMMUNICATIONS IN

-$126.2M

852,411 -1%

减持

OKTA OKTA INC

-$126.1M

915,890 -18%

减持

PCOR PROCORE TECHNOLOGIES INC

-$125.5M

2,058,318 -25%

减持

NTRA NATERA INC

-$120.7M

1,186,198 -22%

清仓

CHGG CHEGG INC

-$113.3M

0 -100%

清仓

— NETCOMPANY GROUP AS DKK1 144A ISIN DK0060952919 SEDOL BFYDWS1

-$111.7M

0 -100%

减持

— KORNIT DIGITAL LTD

-$108.6M

1,470,016 -8%

减持

MELI MERCADOLIBRE INC

-$102.8M

102,030 -24%

减持

— SPOTIFY TECHNOLOGY S A

-$95.2M

410,251 -41%

减持

NET CLOUDFLARE INC

-$94.4M

3,333,070 -24%

减持

RGEN REPLIGEN CORP

-$88.7M

222,850 -51%

减持

DUOL DUOLINGO INC

-$83.3M

898,128 -11%

减持

SNOW SNOWFLAKE INC

-$82.9M

230,306 -49%

增持

RBLX ROBLOX CORP

+$79.4M

1,770,195 +5313%

减持

QTRX QUANTERIX CORP

-$76.9M

2,251,472 -21%

减持

RNG RINGCENTRAL INC

-$76.1M

172,365 -61%

减持

TSLA TESLA INC

-$76.0M

918,487 -33%

清仓

— ADYEN NV REG S ISIN NL0012969182 SEDOL BZ1HM42

-$74.5M

0 -100%

减持

SHAK SHAKE SHACK INC

-$73.5M

2,236,643 -22%

减持

Z ZILLOW GROUP INC

-$71.7M

122,586 -86%

减持

ZLAB ZAI LAB LTD

-$70.3M

1,054,901 -5%

减持

FRPT FRESHPET INC

-$67.8M

1,605,310 -2%

清仓

ADPT ADAPTIVE BIOTECHNOLOGIES COR

-$67.0M

0 -100%

减持

DKS DICKS SPORTING GOODS INC

-$66.5M

1,067,054 -26%

清仓

BYND BEYOND MEAT INC

-$65.7M

0 -100%

清仓

PINS PINTEREST INC

-$64.3M

0 -100%

减持

TDOC TELADOC HEALTH INC

-$63.8M

870,804 -13%

减持

MDB MONGODB INC

-$62.5M

570,651 -15%

减持

NVDA NVIDIA CORPORATION

-$62.4M

425,940 -51%

减持

FND FLOOR & DECOR HLDGS INC

-$62.3M

969,685 -17%

减持

— SHOCKWAVE MED INC

-$61.3M

1,161,159 -21%

清仓

— ZUR ROSE GROUP AG CHF3000 ISIN CH0042615283 SEDOL B92M6T7

-$59.2M

0 -100%

清仓

— HELLOFRESH SE ISIN DE000A161408 SEDOL BYWH8S0

-$57.2M

0 -100%

减持

DNLI DENALI THERAPEUTICS INC

-$57.2M

2,619,217 -7%

减持

CALX CALIX INC

-$56.9M

2,730,764 -22%

减持

TXG 10X GENOMICS INC

-$56.6M

743,781 -4%

清仓

SMG SCOTTS MIRACLE-GRO CO

-$55.9M

0 -100%

减持

RUN SUNRUN INC

-$54.8M

823,315 -55%

清仓

STNE STONECO LTD

-$54.6M

0 -100%

减持

— 1LIFE HEALTHCARE INC

-$54.6M

4,741,266 -10%

减持

U UNITY SOFTWARE INC

-$54.4M

215,283 -64%

清仓

PYPL PAYPAL HLDGS INC

-$51.3M

0 -100%

减持

NYT NEW YORK TIMES CO

-$47.7M

1,841,737 -31%

减持

ALNY ALNYLAM PHARMACEUTICALS INC

-$45.2M

791,224 -14%

减持

— RENALYTIX PLC

-$45.2M

2,822,709 -13%

清仓

— SHOP APOTHEKE EUROPE NV NPV ISIN NL0012044747 SEDOL BYYH7G9

-$43.7M

0 -100%

减持

CURV TORRID HLDGS INC

-$42.7M

107,730 -96%

减持

HNST HONEST CO INC

-$41.2M

2,447,113 -53%

增持

TOST TOAST INC

-$41.1M

3,938,715 +55%

减持

AMZN AMAZON COM INC

-$40.8M

137,541 -8%

减持

ETSY ETSY INC

-$40.5M

286,198 -22%

减持

EXAS EXACT SCIENCES CORP

-$39.3M

1,384,596 -3%

清仓

— COUCHBASE INC

-$38.8M

0 -100%

清仓

GTBIF GREEN THUMB INDUSTRIES INC COM ISIN CA39342L1085 SEDOL BGDQBQ9

-$38.5M

0 -100%

减持

— ATLASSIAN CORP PLC

-$38.5M

142,458 -31%

减持

— ABIOMED INC

-$37.4M

52,162 -69%

减持

ADBE ADOBE SYSTEMS INCORPORATED

-$37.3M

62,365 -45%

增持

BNTX BIONTECH SE

+$37.2M

300,084 +487%

清仓

API AGORA INC

-$37.1M

0 -100%

减持

META META PLATFORMS INC

-$36.9M

31,971 -75%

清仓

— ARENA PHARMACEUTICALS INC

-$36.7M

0 -100%

减持

ARGX ARGENX SE

-$36.5M

10,911 -92%

减持

— AVID TECHNOLOGY INC

-$36.4M

779,067 -65%

清仓

LUNG PULMONX CORP

-$36.2M

0 -100%

清仓

GKOS GLAUKOS CORP

-$35.6M

0 -100%

建仓

— RENT THE RUNWAY INC

+$34.7M

5,034,389

减持

ARVN ARVINAS INC

-$34.7M

1,359,809 -11%

建仓

— HASHICORP INC

+$34.3M

636,043

清仓

— SAFARICOM PLC KES005 ISIN KE1000001402 SEDOL B2QN3J6

-$34.1M

0 -100%

减持

CRWD CROWDSTRIKE HLDGS INC

-$32.9M

116,716 -52%

增持

XMTR XOMETRY INC

+$32.5M

1,328,751 +370%

减持

RELY REMITLY GLOBAL INC

-$32.5M

1,023,404 -12%

减持

— AZEK CO INC

-$32.1M

701,738 -48%

减持

FSLY FASTLY INC

-$31.1M

250,120 -71%

增持

FRSH FRESHWORKS INC

+$30.9M

3,165,281 +424%

清仓

— FLUIDRA SA EUR1 ISIN ES0137650018 SEDOL B28V440

-$30.8M

0 -100%

清仓

— MONDAY COM LTD

-$30.8M

0 -100%

减持

— GLOBANT S A

-$29.5M

272,425 -24%

增持

BBIO BRIDGEBIO PHARMA INC

-$26.8M

845,075 +12%

建仓

PANW PALO ALTO NETWORKS INC

+$26.8M

43,009

清仓

— XP INC

-$26.3M

0 -100%

清仓

— LORAL SPACE & COM INC

-$26.3M

0 -100%

减持

— DENBURY INC

-$26.1M

209,187 -65%

清仓

PRPL PURPLE INNOVATION INC

-$23.7M

0 -100%

清仓

— OAK STR HEALTH INC

-$23.5M

0 -100%

清仓

PENN PENN NATL GAMING INC

-$23.3M

0 -100%

清仓

ATZAF ARITZIA INC SUB VTG SHS ISIN CA04045U1021 SEDOL BDCG2C2

-$23.2M

0 -100%

减持

SSTI SHOTSPOTTER INC

-$22.9M

1,155,799 -24%

减持

PATH UIPATH INC

-$22.6M

88,258 -81%

减持

— CARPARTS COM INC

-$21.8M

2,186,425 -6%

减持

CHWY CHEWY INC

-$20.4M

268,129 -42%

增持

ISRG INTUITIVE SURGICAL INC

-$19.9M

476,495 +190%

清仓

RYTM RHYTHM PHARMACEUTICALS INC

-$19.5M

0 -100%

建仓

— ZUORA INC

+$19.2M

1,282,784

减持

NOW SERVICENOW INC

-$18.4M

69,340 -24%

减持

INSP INSPIRE MED SYS INC

-$18.0M

653,145 -18%

清仓

CELH CELSIUS HLDGS INC

-$18.0M

0 -100%

减持

— ON HLDG AG

-$17.8M

556,160 -47%

减持

— MAGENTA THERAPEUTICS INC

-$17.6M

3,383,850 -10%

清仓

— COUPA SOFTWARE INC

-$17.6M

0 -100%

减持

— BIOHAVEN PHARMACTL HLDG CO L

-$17.6M

144,476 -42%

增持

— ARCHAEA ENERGY INC

+$17.6M

1,694,380 +64%

增持

VLRS CONTROLADORA VUELA COMP DE A

-$17.5M

4,959,558 +0%

减持

QTWO Q2 HLDGS INC

-$17.3M

28,283 -88%

减持

ALEC ALECTOR INC

-$17.3M

184,272 -79%

增持

DDOG DATADOG INC

+$16.9M

162,562 +196%

减持

STOK STOKE THERAPEUTICS INC

-$16.7M

564,516 -50%

减持

SITE SITEONE LANDSCAPE SUPPLY INC

-$16.2M

202,951 -17%

清仓

— BAMBUSER AB NPV ISIN SE0009663834 SEDOL BD8Z3Y2

-$16.1M

0 -100%

减持

RLAY RELAY THERAPEUTICS INC

-$15.8M

274,283 -64%

减持

— STEM INC

-$15.8M

990,032 -11%

减持

SIBN SI-BONE INC

-$15.7M

1,193,783 -40%

减持

LGIH LGI HOMES INC

-$15.5M

327,290 -2%

增持

TRUP TRUPANION INC

+$15.1M

654,017 +18%

清仓

— SENSEONICS HLDGS INC

-$15.0M

0 -100%

清仓

— SVB FINANCIAL GROUP

-$14.9M

0 -100%

清仓

— FERGUSON PLC ORD GBP010 ISIN JE00BJVNSS43 SEDOL BJVNSS4

-$14.9M

0 -100%

减持

— INARI MED INC

-$14.7M

31,789 -85%

增持

DE DEERE & CO

+$14.6M

142,694 +7%

清仓

— GALAPAGOS NV NPV ISIN BE0003818359 SEDOL B07Q2V5

-$14.3M

0 -100%

减持

SITM SITIME CORP

-$14.3M

104,739 -47%

清仓

— USHG ACQUISITION CORP

-$13.6M

0 -100%

减持

— SILVERCREST METALS INC

+$13.3M

7,794,636 -3%

减持

CRM SALESFORCE COM INC

-$13.1M

120,419 -16%

清仓

— TENCENT HOLDINGS LIMITED HKD000002 ISIN KYG875721634 SEDOL BM

-$12.1M

0 -100%

清仓

AYRWF AYR WELLNESS INC SUB LTD VTG SHS ISIN CA05475P1099 SEDOL BNNQQ

-$12.0M

0 -100%

减持

GTM ZOOMINFO TECHNOLOGIES INC

-$11.6M

102,823 -64%

减持

— DISH NETWORK CORPORATION

-$11.5M

946,812 -1%

清仓

— DIVERSIFIED ENERGY COMPANY PLC ORD GBP001 ISIN GB00BYX7JT74 SE

-$11.3M

0 -100%

减持

ENPH ENPHASE ENERGY INC

+$11.2M

979,896 -21%

减持

MGY MAGNOLIA OIL & GAS CORP

+$11.1M

1,963,131 -1%

减持

VEEV VEEVA SYS INC

-$11.0M

6,699 -84%

建仓

AIP ARTERIS INC

+$10.9M

835,261