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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 150 项建仓 14增持 32减持 79清仓 25

方向

标的

Δ市值

现股数(环比)

减持

TSLA TESLA INC

-$97.6M

1,702,981 -15%

减持

PI IMPINJ INC

-$86.0M

15,717 -98%

增持

INTC INTEL CORP

+$74.6M

2,598,189 +388%

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

DDOG DATADOG INC

-$71.3M

154,165 -82%

减持

INSP INSPIRE MED SYS INC

-$69.1M

463,094 -7%

清仓

— RHEINMETALL AG NPV ISIN #DE0007030009 SEDOL #5334588

-$58.6M

0 -100%

减持

— SHOCKWAVE MED INC

-$51.5M

549,173 -3%

减持

NFLX NETFLIX INC

-$48.6M

568,490 -5%

增持

BOOT BOOT BARN HLDGS INC

+$46.7M

648,647 +824%

增持

— ENDEAVOR GROUP HLDGS INC

+$45.2M

2,269,614 +856358%

增持

PWR QUANTA SVCS INC

+$39.3M

452,123 +96%

建仓

KNF KNIFE RIVER CORP

+$37.9M

777,114

清仓

— ADYEN NV REG S

-$37.5M

0 -100%

减持

MDB MONGODB INC

-$36.7M

520,979 -1%

清仓

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

-$36.6M

0 -100%

清仓

— THALES SA EUR3 ISIN #FR0000121329 SEDOL #4162791

-$29.5M

0 -100%

减持

DXCM DEXCOM INC

-$26.1M

501,501 -12%

建仓

LNTH LANTHEUS HLDGS INC

+$26.0M

374,161

建仓

MYRG MYR GROUP INC DEL

+$25.3M

187,597

清仓

— AVID TECHNOLOGY INC

-$24.3M

0 -100%

减持

ISRG INTUITIVE SURGICAL INC

-$22.6M

439,210 -1%

增持

SHAK SHAKE SHACK INC

-$21.9M

1,722,109 +10%

减持

ENPH ENPHASE ENERGY INC

-$21.2M

180,189 -30%

减持

DNLI DENALI THERAPEUTICS INC

-$20.9M

1,246,199 -21%

减持

VLRS CONTROLADORA VUELA COMP DE A

-$20.8M

2,851,845 -1%

减持

SQ BLOCK INC

-$20.4M

551,468 -18%

减持

SHOP SHOPIFY INC

-$19.6M

1,368,674 -6%

增持

TXG 10X GENOMICS INC

+$19.2M

499,121 +1875%

减持

DUOL DUOLINGO INC

+$19.1M

900,189 -1%

增持

TRUP TRUPANION INC

+$18.4M

1,959,881 +5%

减持

ENVX ENOVIX CORPORATION

-$16.5M

1,449,259 -25%

清仓

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

-$16.4M

0 -100%

减持

DOCU DOCUSIGN INC

-$15.6M

36,975 -89%

减持

LLY ELI LILLY & CO

+$14.5M

304,227 -4%

增持

RBLX ROBLOX CORP

-$13.3M

2,348,702 +16%

减持

DKS DICKS SPORTING GOODS INC

-$13.0M

543,691 -0%

减持

TOST TOAST INC

-$12.8M

2,916,149 -2%

建仓

AMLX AMYLYX PHARMACEUTICALS INC

+$12.6M

688,438

建仓

COUR COURSERA INC

+$12.5M

667,668

减持

AMZN AMAZON COM INC

-$12.0M

2,091,348 -2%

减持

CALX CALIX INC

-$12.0M

1,736,227 -5%

减持

NET CLOUDFLARE INC

-$11.5M

2,683,159 -3%

减持

HUBS HUBSPOT INC

-$11.0M

242,506 -1%

减持

— SILVERCREST METALS INC

-$11.0M

6,890,897 -2%

减持

LGIH LGI HOMES INC

-$10.5M

280,548 -1%

减持

ONEW ONEWATER MARINE INC

-$10.4M

966,104 -0%

清仓

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

-$10.3M

0 -100%

清仓

NTDOY NINTENDO CO LTD UNSP ADS EACH REP 0.25 ORD SHS

-$10.1M

0 -100%

减持

DE DEERE & CO

-$9.6M

133,729 -10%

增持

— MARQETA INC

+$8.9M

7,995,669 +0%

减持

CP CANADIAN PACIFIC KANSAS CITY

-$8.9M

1,336,563 -0%

减持

LIND LINDBLAD EXPEDITIONS HLDGS I

-$8.7M

1,991,059 -6%

减持

— HASHICORP INC

-$8.7M

506,715 -35%

增持

GOOGL ALPHABET INC

+$8.7M

519,088 +5%

增持

EPAM EPAM SYS INC

+$8.7M

254,870 +1%

减持

— CONFLUENT INC

-$8.6M

292,677 -40%

减持

— ARISTA NETWORKS INC

+$8.5M

407,511 -1%

减持

ALNY ALNYLAM PHARMACEUTICALS INC

-$8.3M

594,979 -1%

减持

INDI INDIE SEMICONDUCTOR INC

-$8.3M

686,157 -49%

增持

META META PLATFORMS INC

+$7.9M

584,056 +0%

清仓

— ALTIUS MINERALS CORP COM ISIN #CA0209361009 SEDOL #2122355

-$7.9M

0 -100%

增持

APPF APPFOLIO INC

+$7.6M

406,026 +5%

清仓

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

-$7.6M

0 -100%

增持

NVDA NVIDIA CORPORATION

+$7.3M

562,703 +0%

增持

GOOG ALPHABET INC

+$7.2M

423,737 +5%

清仓

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

-$7.2M

0 -100%

建仓

GTLB GITLAB INC

+$7.0M

154,082

建仓

KVYO KLAVIYO INC

+$7.0M

201,829

减持

SSNC SS&C TECHNOLOGIES HLDGS INC

-$6.8M

70,487 -59%

减持

SNOW SNOWFLAKE INC

-$6.8M

151,656 -11%

建仓

— NEW YORK CMNTY BANCORP INC

+$6.7M

586,957

清仓

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

-$6.6M

0 -100%

减持

ARVN ARVINAS INC

-$6.5M

170,850 -57%

增持

— SIRIUSPOINT LTD

+$6.4M

2,353,208 +21%

增持

CAE CAE INC

+$6.3M

1,809,035 +13%

增持

COCO VITA COCO CO INC

+$6.1M

1,365,091 +25%

增持

FND FLOOR & DECOR HLDGS INC

-$6.0M

993,917 +8%

减持

POOL POOL CORP

-$5.9M

318,626 -0%

减持

VISN COMMSCOPE HLDG CO INC

-$5.9M

100,761 -91%

清仓

TECK TECK RESOURCES LTD

-$5.8M

0 -100%

增持

NTRA NATERA INC

+$5.7M

1,064,131 +25%

减持

BNTX BIONTECH SE

-$5.7M

406,393 -12%

减持

BIIB BIOGEN INC

-$5.5M

67,578 -16%

建仓

GE GENERAL ELECTRIC CO

+$5.5M

49,680

清仓

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

-$5.4M

0 -100%

增持

ADBE ADOBE INC

+$5.3M

181,002 +2%

减持

— AZUL S A

-$5.3M

1,016,038 -1%

建仓

CCO CLEAR CHANNEL OUTDOOR HLDGS

+$5.0M

3,139,142

增持

GTLS CHART INDS INC

+$4.9M

356,422 +3%

减持

QTRX QUANTERIX CORP

+$4.7M

1,226,205 -3%

减持

SSTI SOUNDTHINKING INC

-$4.7M

737,150 -10%

减持

EXAS EXACT SCIENCES CORP

-$4.6M

178,435 -0%

减持

FRPT FRESHPET INC

-$4.5M

1,661,710 -4%

减持

ABNB AIRBNB INC

+$4.5M

507,805 -0%

减持

SFM SPROUTS FMRS MKT INC

+$4.5M

752,538 -0%

减持

TSCO TRACTOR SUPPLY CO

-$4.2M

13,695 -57%

减持

ORCL ORACLE CORP

-$3.9M

61,681 -30%

增持

FWRG FIRST WATCH RESTAURANT GROUP

+$3.9M

980,681 +27%

清仓

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

-$3.9M

0 -100%

减持

NKE NIKE INC

-$3.8M

73,878 -25%

减持

WSC WILLSCOT MOBIL MINI HLDNG CO

-$3.8M

608,102 -0%

减持

MLM MARTIN MARIETTA MATLS INC

-$3.7M

65,693 -1%

减持

— INTL GNRL INSURANCE HLDNGS L

+$3.5M

1,520,441 -1%

建仓

WMT WALMART INC

+$3.5M

21,602

清仓

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

-$3.4M

0 -100%

减持

ETSY ETSY INC

-$3.3M

10,349 -78%

增持

— GLOBANT S A

+$3.2M

166,236 +1%

增持

OSCR OSCAR HEALTH INC

-$3.1M

2,339,086 +17%

增持

— CONSOL ENERGY INC NEW

+$3.1M

80,479 +2%

清仓

RNG RINGCENTRAL INC

-$3.1M

0 -100%

减持

AAPL APPLE INC

-$3.1M

126,480 -1%

减持

SKWD SKYWARD SPECIALTY INS GROUP

-$3.0M

198,013 -40%

建仓

DHI D R HORTON INC

+$2.9M

27,190

减持

NOW SERVICENOW INC

-$2.9M

42,972 -10%

减持

— INFINERA CORP

-$2.8M

1,534,268 -20%

清仓

— IVERIC BIO INC

-$2.8M

0 -100%

建仓

ARM ARM HOLDINGS PLC

+$2.8M

51,895

增持

GTX GARRETT MOTION INC

+$2.8M

1,288,952 +32%

减持

AMT AMERICAN TOWER CORP NEW

-$2.8M

75,423 -4%

清仓

— LIBERTY MEDIA CORP DEL

-$2.7M

0 -100%

减持

— EVERI HLDGS INC

-$2.7M

490,387 -23%

减持

MPWR MONOLITHIC PWR SYS INC

-$2.7M

31,496 -1%

减持

OKTA OKTA INC

+$2.7M

307,461 -5%

减持

— WOLFSPEED INC

-$2.6M

20,632 -67%

减持

TEAM ATLASSIAN CORPORATION

+$2.6M

84,924 -2%

减持

— MAG SILVER CORP

-$2.6M

1,205,739 -11%

清仓

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

-$2.6M

0 -100%

清仓

CURV TORRID HLDGS INC

-$2.6M

0 -100%

减持

ZLAB ZAI LAB LTD

-$2.5M

10,138 -90%

增持

ZM ZOOM VIDEO COMMUNICATIONS IN

+$2.5M

733,912 +2%

清仓

— FLUIDRA SA EUR1 ISIN #ES0137650018 SEDOL #B28V440

-$2.5M

0 -100%

减持

— OLINK HLDG AB

-$2.5M

453,700 -7%

清仓

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

-$2.4M

0 -100%

建仓

FWONK LIBERTY MEDIA CORP DEL

+$2.2M

36,043

减持

PODD INSULET CORP

-$2.2M

12,140 -15%

减持

CRWD CROWDSTRIKE HLDGS INC

-$2.2M

209,782 -17%

减持

NYT NEW YORK TIMES CO

+$2.2M

1,495,017 -1%

减持

DGII DIGI INTL INC

-$2.1M

168,064 -1%

增持

— KORNIT DIGITAL LTD

-$2.1M

824,956 +37%

减持

CTOS CUSTOM TRUCK ONE SOURCE INC

-$2.0M

2,398,534 -4%

减持

MGY MAGNOLIA OIL & GAS CORP

+$1.9M

1,083,795 -1%

减持

— INARI MED INC

-$1.8M

51,931 -42%

减持

MCD MCDONALDS CORP

-$1.8M

48,862 -0%

增持

— SEADRILL 2021 LTD

+$1.7M

205,317 +12%

减持

PANW PALO ALTO NETWORKS INC

-$1.6M

72,344 -1%

清仓

BABA ALIBABA GROUP HLDG LTD

-$1.6M

0 -100%

增持

HDB HDFC BANK LTD

-$1.6M

189,848 +3%

增持

PHAT PHATHOM PHARMACEUTICALS INC

-$1.6M

1,310,048 +24%

清仓

CROX CROCS INC

-$1.6M

0 -100%

减持

ROKU ROKU INC

+$1.5M

288,528 -2%