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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 150 项建仓 31增持 38减持 75清仓 6

方向

标的

Δ市值

现股数(环比)

建仓

CP CANADIAN PACIFIC KANSAS CITY

+$108.4M

1,341,525

减持

TSLA TESLA INC

+$93.6M

2,000,715 -3%

减持

MDB MONGODB INC

+$89.7M

527,711 -3%

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。

— CANADIAN PAC RY LTD

增持

DDOG DATADOG INC

+$82.7M

867,691 +2224%

减持

NVDA NVIDIA CORPORATION

+$69.8M

561,451 -7%

增持

RBLX ROBLOX CORP

+$65.6M

2,018,744 +476%

增持

ADBE ADOBE SYSTEMS INCORPORATED

+$64.8M

177,871 +208%

建仓

— RHEINMETALL AG NPV ISIN #DE0007030009 SEDOL #5334588

+$58.6M

214,004

增持

AMZN AMAZON COM INC

+$58.2M

2,131,713 +0%

减持

NFLX NETFLIX INC

+$50.9M

597,548 -3%

增持

— ARISTA NETWORKS INC

+$49.1M

410,297 +296%

减持

PI IMPINJ INC

-$48.0M

968,800 -3%

增持

LLY LILLY ELI & CO

+$47.2M

317,517 +7%

减持

META META PLATFORMS INC

+$43.1M

583,286 -1%

增持

ISRG INTUITIVE SURGICAL INC

+$42.4M

441,570 +4%

减持

INSP INSPIRE MED SYS INC

+$41.3M

496,053 -3%

建仓

— ADYEN NV REG S

+$37.5M

21,656

建仓

— OCADO GROUP PLC ORD GBP0.02 ISIN #GB00B3MBS747 SEDOL #B3MBS74

+$36.6M

5,075,110

减持

SHAK SHAKE SHACK INC

+$33.8M

1,567,970 -1%

增持

TRUP TRUPANION INC

-$31.9M

1,871,770 +17%

减持

RGEN REPLIGEN CORP

-$31.5M

4 -100%

减持

— SHOCKWAVE MED INC

+$30.8M

563,616 -6%

建仓

— THALES SA EUR3 ISIN #FR0000121329 SEDOL #4162791

+$29.5M

197,348

减持

MBLY MOBILEYE GLOBAL INC

-$28.4M

838 -100%

减持

CALX CALIX INC

-$24.2M

1,834,294 -15%

增持

COCO VITA COCO CO INC

+$23.3M

1,095,322 +248%

增持

NTRA NATERA INC

+$21.5M

849,622 +138%

减持

SHOP SHOPIFY INC

+$21.1M

1,460,143 -4%

建仓

PANW PALO ALTO NETWORKS INC

+$18.6M

72,833

增持

QTRX QUANTERIX CORP

+$18.6M

1,268,202 +42%

减持

APPF APPFOLIO INC

+$17.9M

386,531 -1%

建仓

INTC INTEL CORP

+$17.8M

532,525

减持

DKS DICKS SPORTING GOODS INC

-$17.4M

545,045 -14%

增持

PCOR PROCORE TECHNOLOGIES INC

+$16.6M

1,552,991 +15%

增持

— MARQETA INC

+$16.5M

7,987,032 +63%

建仓

— FERGUSON PLC ORD GBP0.10 ISIN #JE00BJVNSS43 SEDOL #BJVNSS4

+$16.4M

104,220

减持

SSTI SOUNDTHINKING INC

-$16.2M

816,782 -6%

减持

ZLAB ZAI LAB LTD

-$16.1M

100,637 -82%

增持

EPAM EPAM SYS INC

+$15.7M

251,449 +84%

减持

— DENBURY INC

-$15.3M

120,822 -59%

减持

— INFINERA CORP

-$14.2M

1,913,497 -37%

增持

FND FLOOR & DECOR HLDGS INC

+$14.0M

923,235 +11%

增持

POOL POOL CORP

+$13.4M

318,738 +3%

减持

TOST TOAST INC

+$13.3M

2,987,959 -2%

减持

ENPH ENPHASE ENERGY INC

-$12.8M

255,834 -3%

增持

CRWD CROWDSTRIKE HLDGS INC

+$12.7M

254,060 +42%

减持

MELI MERCADOLIBRE INC

-$12.3M

64,366 -4%

减持

SQ BLOCK INC

-$12.1M

673,085 -19%

减持

MSFT MICROSOFT CORP

+$11.7M

229,116 -0%

减持

GTLS CHART INDS INC

+$11.5M

346,379 -1%

增持

PHAT PHATHOM PHARMACEUTICALS INC

+$11.2M

1,060,605 +92%

减持

HUBS HUBSPOT INC

+$11.0M

245,205 -12%

减持

ALNY ALNYLAM PHARMACEUTICALS INC

-$10.7M

598,696 -4%

增持

— SIRIUSPOINT LTD

+$10.6M

1,942,729 +129%

建仓

ORCL ORACLE CORP

+$10.5M

87,948

增持

NET CLOUDFLARE INC

+$10.3M

2,763,015 +0%

建仓

— DIVERSIFIED ENERGY COMPANY PLC ORD GBP0.01 ISIN #GB00BYX7JT74 SE

+$10.3M

9,126,185

增持

GOOG ALPHABET INC

+$10.1M

402,585 +9%

建仓

NTDOY NINTENDO CO LTD UNSP ADS EACH REP 0.25 ORD SHS

+$10.1M

890,422

增持

OSCR OSCAR HEALTH INC

+$10.0M

2,004,543 +112%

减持

— SILVERCREST METALS INC

-$9.7M

7,059,948 -1%

减持

DNLI DENALI THERAPEUTICS INC

+$8.5M

1,579,945 -5%

增持

CAE CAE INC

+$8.4M

1,606,235 +32%

建仓

— FIDELIS INSURANCE HOLDINGS L

+$8.0M

588,205

建仓

— ALTIUS MINERALS CORP COM ISIN #CA0209361009 SEDOL #2122355

+$7.9M

477,243

减持

ONEW ONEWATER MARINE INC

+$7.8M

968,673 -1%

增持

BIIB BIOGEN INC

+$7.7M

80,297 +48%

建仓

— ENDEAVOUR MINING PLC ORD USD0.01 ISIN #GB00BL6K5J42 SEDOL #BN7KJ

+$7.6M

314,735

增持

— SEADRILL 2021 LTD

+$7.3M

182,649 +3149%

增持

FWRG FIRST WATCH RESTAURANT GROUP

+$7.2M

773,093 +110%

建仓

— TENCENT HOLDINGS LIMITED HKD0.00002 ISIN #KYG875721634 SEDOL #BM

+$7.2M

169,209

增持

EXAS EXACT SCIENCES CORP

+$7.1M

178,635 +25%

增持

BNTX BIONTECH SE

-$6.9M

462,278 +1%

减持

GOOGL ALPHABET INC

+$6.8M

495,132 -2%

减持

PWR QUANTA SVCS INC

+$6.7M

230,320 -0%

减持

VISN COMMSCOPE HLDG CO INC

-$6.7M

1,100,201 -45%

减持

— AZUL S A

+$6.6M

1,023,750 -2%

建仓

ATZAF ARITZIA INC SUB VTG SHS ISIN #CA04045U1021 SEDOL #BDCG2C2

+$6.6M

235,849

增持

ELF E L F BEAUTY INC

+$6.3M

112,148 +42%

减持

PTON PELOTON INTERACTIVE INC

-$6.3M

35,902 -94%

建仓

TCMD TACTILE SYS TECHNOLOGY INC

+$6.0M

242,128

减持

ZM ZOOM VIDEO COMMUNICATIONS IN

-$5.8M

719,654 -3%

减持

— CONFLUENT INC

-$5.8M

488,431 -49%

建仓

— RIGHTMOVE ORD GBP0.001 ISIN #GB00BGDT3G23 SEDOL #BGDT3G2

+$5.4M

814,550

减持

SITE SITEONE LANDSCAPE SUPPLY INC

+$5.2M

174,553 -1%

建仓

TMO THERMO FISHER SCIENTIFIC INC

+$5.1M

9,782

减持

DGII DIGI INTL INC

-$4.9M

169,631 -51%

减持

BOOT BOOT BARN HLDGS INC

-$4.3M

70,188 -47%

减持

MA MASTERCARD INCORPORATED

-$4.3M

53,488 -23%

减持

MSGS MADISON SQUARE GRDN SPRT COR

-$4.2M

116,859 -13%

减持

NOW SERVICENOW INC

+$4.1M

47,827 -2%

增持

SKWD SKYWARD SPECIALTY INS GROUP

+$4.0M

329,685 +66%

减持

ENVX ENOVIX CORPORATION

+$4.0M

1,923,268 -6%

增持

GTX GARRETT MOTION INC

+$4.0M

975,777 +120%

建仓

— SAFARICOM PLC KES0.05 ISIN #KE1000001402 SEDOL #B2QN3J6

+$3.9M

31,197,470

减持

— HASHICORP INC

-$3.8M

775,085 -6%

建仓

AMD ADVANCED MICRO DEVICES INC

+$3.8M

33,417

增持

SFM SPROUTS FMRS MKT INC

+$3.8M

755,387 +10%

减持

LGIH LGI HOMES INC

+$3.7M

284,649 -6%

清仓

— APOLLO ENDOSURGERY INC

-$3.7M

0 -100%

减持

SNAP SNAP INC

-$3.6M

43,872 -88%

建仓

RXST RXSIGHT INC

+$3.4M

119,510

建仓

— AXIS BANK GDR REG S ISIN #US05462W1099 SEDOL #B06CDW2

+$3.4M

56,296

建仓

FLYW FLYWIRE CORPORATION

+$3.3M

107,305

减持

VLRS CONTROLADORA VUELA COMP DE A

+$3.3M

2,882,706 -3%

增持

CRM SALESFORCE INC

+$3.2M

24,538 +153%

增持

— AVID TECHNOLOGY INC

+$3.2M

953,268 +44%

减持

DOCU DOCUSIGN INC

-$3.1M

336,713 -3%

减持

MLM MARTIN MARIETTA MATLS INC

+$3.1M

66,435 -15%

减持

AAPL APPLE INC

+$3.1M

127,410 -3%

建仓

BRCC BRC INC

+$3.0M

587,323

减持

DE DEERE & CO

-$3.0M

148,298 -3%

减持

WRBY WARBY PARKER INC

-$3.0M

505,315 -40%

减持

— KORNIT DIGITAL LTD

+$2.8M

601,127 -21%

增持

WRB BERKLEY W R CORP

+$2.8M

169,321 +44%

建仓

URI UNITED RENTALS INC

+$2.6M

5,950

建仓

— TECNOGLASS INC

+$2.6M

50,840

减持

— DISH NETWORK CORPORATION

-$2.6M

944,745 -0%

建仓

— BUNKER HILL MNG CORP COM NEW ISIN #US1206132037 SEDOL #BJM0JB4

+$2.6M

13,682,141

清仓

CDXS CODEXIS INC

-$2.5M

0 -100%

减持

DXCM DEXCOM INC

+$2.5M

567,331 -6%

减持

SPT SPROUT SOCIAL INC

-$2.5M

161,679 -1%

建仓

— FLUIDRA SA EUR1 ISIN #ES0137650018 SEDOL #B28V440

+$2.5M

127,002

建仓

HRI HERC HLDGS INC

+$2.4M

17,549

建仓

— CELLNEX TELECOM SAU EUR0.25 ISIN #ES0105066007 SEDOL #BX90C05

+$2.4M

58,855

减持

SITM SITIME CORP

-$2.4M

90,239 -1%

减持

— MAG SILVER CORP

-$2.4M

1,356,443 -2%

清仓

PLMR PALOMAR HLDGS INC

-$2.3M

0 -100%

增持

ADPT ADAPTIVE BIOTECHNOLOGIES COR

-$2.2M

1,215,525 +4%

减持

SNOW SNOWFLAKE INC

+$2.2M

170,116 -6%

减持

— EVEREST RE GROUP LTD

-$2.1M

15,455 -25%

增持

TSCO TRACTOR SUPPLY CO

+$2.1M

31,580 +51%

减持

TDG TRANSDIGM GROUP INC

+$2.0M

15,509 -4%

减持

MPWR MONOLITHIC PWR SYS INC

-$2.0M

31,924 -17%

减持

INDI INDIE SEMICONDUCTOR INC

-$2.0M

1,339,265 -3%

清仓

MGPI MGP INGREDIENTS INC NEW

-$2.0M

0 -100%

减持

— BEACON ROOFING SUPPLY INC

+$1.9M

147,711 -16%

减持

— EVERI HLDGS INC

-$1.8M

635,465 -1%

减持

CTOS CUSTOM TRUCK ONE SOURCE INC

-$1.8M

2,498,540 -9%

增持

GKOS GLAUKOS CORP

+$1.8M

70,254 +9%

减持

LIND LINDBLAD EXPEDITIONS HLDGS I

+$1.7M

2,119,668 -5%

减持

— GLOBANT S A

+$1.7M

165,135 -3%

减持

NKE NIKE INC

-$1.7M

98,754 -4%

减持

DUOL DUOLINGO INC

-$1.7M

911,040 -1%

清仓

UTHR UNITED THERAPEUTICS CORP DEL

-$1.6M

0 -100%

减持

— RENAISSANCERE HLDGS LTD

-$1.5M

18,092 -25%

减持

MGY MAGNOLIA OIL & GAS CORP

-$1.4M

1,095,933 -1%

减持

ETSY ETSY INC

-$1.4M

46,906 -2%

减持

VMC VULCAN MATLS CO

+$1.4M

25,756 -1%