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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
$6.32B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 34
减持 85
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
BSX
BOSTON SCIENTIFIC CORP
-$101.9M
12,933
-99%
减持
TSLA
TESLA INC
-$96.3M
619,700
-15%
减持
SHOP
SHOPIFY INC
-$95.1M
2,154,743
-1%
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。
增持
ENPH
ENPHASE ENERGY INC
+$80.1M
2,146,391
+6430%
减持
ISRG
INTUITIVE SURGICAL INC
-$61.0M
449,557
-5%
减持
APPF
APPFOLIO INC
-$55.7M
265,330
-37%
减持
AMZN
AMAZON COM INC
-$50.5M
1,751,990
-3%
减持
MSFT
MICROSOFT CORP
-$49.9M
77,787
-52%
建仓
MDA
MDA SPACE LTD
+$48.9M
1,932,161
减持
TOST
TOAST INC
-$48.0M
4,069,162
-7%
增持
PWR
QUANTA SVCS INC
+$47.6M
373,698
+0%
减持
META
META PLATFORMS INC
-$45.3M
394,067
-4%
建仓
LASR
NLIGHT INC
+$44.8M
786,285
减持
RDDT
REDDIT INC
-$43.9M
376,189
-9%
减持
RBLX
ROBLOX CORP
-$42.9M
1,680,558
-1%
减持
MDB
MONGODB INC
-$41.2M
9,806
-91%
减持
NVDA
NVIDIA CORPORATION
-$39.5M
2,532,418
-2%
建仓
LOB
LIVE OAK BANCSHARES INC
+$39.5M
1,193,114
减持
NTRA
NATERA INC
-$38.7M
755,275
-9%
增持
DUOL
DUOLINGO INC
-$38.7M
508,550
+0%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$38.3M
0
-100%
增持
ECHO
ECHOSTAR CORP
+$36.4M
1,173,977
+26%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$34.3M
280,092
-12%
减持
LPLA
LPL FINL HLDGS INC
-$34.0M
194,726
-25%
增持
—
ELBIT SYS LTD
+$32.9M
111,684
+4%
清仓
U
UNITY SOFTWARE INC
-$32.3M
0
-100%
减持
TKO
TKO GROUP HOLDINGS INC
-$31.3M
564,911
-19%
减持
FND
FLOOR & DECOR HLDGS INC
-$28.9M
59,658
-89%
减持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$27.9M
4,304,010
-3%
减持
—
TOWER SEMICONDUCTOR LTD
+$27.3M
471,466
-0%
减持
HUBS
HUBSPOT INC
-$27.1M
161,818
-2%
增持
AFRM
AFFIRM HLDGS INC
-$27.0M
958,005
+1%
减持
ROKU
ROKU INC
-$26.4M
272,337
-43%
减持
IBN
ICICI BANK LIMITED
-$26.1M
138,435
-86%
减持
TTAN
SERVICETITAN INC
-$25.9M
594,665
-1%
减持
AERO
GRUPO AEROMEXICO SAB DE CV
-$24.6M
2,437,743
-9%
减持
EMBJ
EMBRAER S.A.
-$23.8M
2,119,373
-9%
减持
FWRG
FIRST WATCH RESTAURANT GROUP
-$23.6M
741,126
-64%
减持
XMTR
XOMETRY INC
-$23.2M
921,181
-10%
建仓
INTC
INTEL CORP
+$23.0M
521,122
减持
AAOI
APPLIED OPTOELECTRONICS INC
+$22.0M
455,375
-4%
增持
ARM
ARM HOLDINGS PLC
+$21.7M
408,257
+11%
增持
NET
CLOUDFLARE INC
+$21.0M
1,778,168
+1%
增持
TBN
TAMBORAN RES CORP
+$20.4M
841,063
+6%
清仓
TWLO
TWILIO INC
-$20.3M
0
-100%
增持
NYT
NEW YORK TIMES CO MTN BE
+$20.0M
1,356,477
+1%
减持
SITM
SITIME CORP
-$18.5M
326,068
-12%
减持
—
SPOTIFY TECHNOLOGY S A
-$18.5M
117,482
-10%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$17.6M
3,547,581
-2%
减持
GTLS
CHART INDS INC
-$17.3M
64,035
-57%
减持
TEM
TEMPUS AI INC
-$16.7M
384,548
-33%
减持
FRPT
FRESHPET INC
-$16.6M
808,566
-23%
减持
FIGR
FIGURE TECHNOLOGY SOLUTIO
-$16.3M
1,930,651
-4%
增持
GLW
CORNING INC
+$15.4M
124,940
+607%
减持
HDB
HDFC BANK LTD
-$15.0M
93,206
-80%
减持
GOOGL
ALPHABET INC
-$14.4M
478,792
-1%
增持
MELI
MERCADOLIBRE INC
-$14.3M
55,552
+1%
减持
BRCB
BLACK ROCK COFFEE BAR INC
-$13.9M
602,893
-38%
减持
—
NEBIUS GROUP N.V.
+$13.8M
951,093
-6%
增持
HOOD
ROBINHOOD MKTS INC
+$12.9M
1,447,235
+87%
增持
VIA
VIA TRANSN INC
-$12.8M
1,539,571
+24%
减持
FNV
FRANCO NEV CORP
+$12.7M
337,700
-1%
增持
SPHR
SPHERE ENTERTAINMENT CO
+$12.6M
561,457
+0%
减持
CSGP
COSTAR GROUP INC
-$12.5M
91,094
-62%
减持
BOOT
BOOT BARN HLDGS INC
-$12.3M
347,787
-3%
减持
WRBY
WARBY PARKER INC
-$12.0M
312,740
-63%
增持
SEI
SOLARIS ENERGY INFRAS INC
+$11.8M
408,023
+67%
减持
BETA
BETA TECHNOLOGIES INC
-$11.8M
383,254
-38%
减持
MU
MICRON TECHNOLOGY INC
-$11.4M
385,605
-22%
清仓
SNOW
SNOWFLAKE INC
-$11.3M
0
-100%
建仓
LGN
LEGENCE CORP
+$11.2M
199,102
减持
FIG
FIGMA INC
-$11.2M
651,597
-2%
增持
NKTR
NEKTAR THERAPEUTICS
+$10.7M
271,758
+30%
增持
BE
BLOOM ENERGY CORP
+$10.7M
81,583
+1857%
增持
—
ACCELERANT HOLDINGS
-$10.5M
3,743,364
+1%
清仓
—
ROIVANT SCIENCES LTD
-$10.5M
0
-100%
建仓
KRYS
KRYSTAL BIOTECH INC
+$10.4M
40,128
建仓
ALNT
ALLIENT INC
+$10.2M
171,857
增持
AAPL
APPLE INC
+$10.1M
79,040
+115%
增持
AEHR
AEHR TEST SYS
+$10.1M
444,296
+40%
减持
PRCH
PORCH GROUP INC
-$9.8M
4,174,917
-4%
减持
—
SHARKNINJA INC
-$9.5M
957,107
-3%
减持
SFM
SPROUTS FMRS MKT INC
-$9.3M
407,258
-20%
减持
ANET
ARISTA NETWORKS INC
-$9.1M
797,221
-2%
减持
TDG
TRANSDIGM GROUP INC
-$9.1M
21,481
-16%
增持
PL
PLANET LABS PBC
+$9.0M
387,604
+317%
减持
CALX
CALIX INC
-$8.8M
779,092
-12%
减持
—
SIRIUSPOINT LTD
-$8.7M
2,945,802
-11%
减持
GE
GE AEROSPACE
-$8.3M
116,620
-13%
减持
MLM
MARTIN MARIETTA MATLS INC
-$8.2M
69,173
-12%
减持
TLN
TALEN ENERGY CORP
-$7.9M
120,181
-3%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$7.4M
79,525
+24%
增持
POOL
POOL CORP
-$7.2M
281,950
+0%
建仓
CME
CME GROUP INC
+$6.8M
23,148
建仓
MCD
MCDONALDS CORP
+$6.8M
21,757
减持
GAP
GAP INC
-$6.8M
3,672,048
-2%
增持
DDOG
DATADOG INC
+$6.7M
71,799
+462%
减持
Z
ZILLOW GROUP INC
-$6.6M
29,803
-74%
减持
LOAR
LOAR HOLDINGS INC
-$6.5M
440,868
-6%
增持
—
BBB FOODS INC
+$6.5M
2,554,224
+2%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$6.4M
200,017
-26%
减持
NFLX
NETFLIX INC.
-$6.3M
4,191,843
-4%
清仓
DEC
DIVERSIFIED ENERGY CO
-$5.9M
0
-100%
减持
DASH
DOORDASH INC
-$5.6M
32,173
-30%
增持
MCO
MOODYS CORP
+$5.6M
22,165
+175%
增持
TDUP
THREDUP INC
-$5.3M
2,375,124
+16%
建仓
CTMX
CYTOMX THERAPEUTICS INC.
+$5.3M
1,120,309
增持
SIBN
SI BONE INC
+$5.1M
1,048,516
+153%
减持
ABNB
AIRBNB INC
-$5.1M
424,679
-2%
减持
—
FTAI AVIATION LTD
+$5.0M
171,513
-9%
减持
CBOE
CBOE GLOBAL MKTS INC
+$5.0M
202,940
-2%
建仓
VRT
VERTIV HOLDINGS CO
+$4.8M
19,355
建仓
IAUX
I-80 GOLD CORP
+$4.8M
3,138,545
减持
ALHC
ALIGNMENT HEALTHCARE INC
-$4.4M
1,833,691
-1%
减持
CIEN
CIENA CORP
-$4.3M
10,558
-71%
减持
OPCH
OPTION CARE HEALTH INC
-$4.2M
801,142
-1%
减持
MA
MASTERCARD INCORPORATED
-$4.1M
27,732
-12%
建仓
EWY
ISHARES INC
+$4.1M
33,383
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
-$4.1M
29,391
-12%
清仓
COIN
COINBASE GLOBAL INC
-$4.0M
0
-100%
建仓
—
JAMES HARDIE INDS PLC
+$4.0M
208,757
减持
BBIO
BRIDGEBIO PHARMA INC
-$3.8M
420,325
-8%
减持
QXO
QXO INC
-$3.8M
5,988,681
-4%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$3.8M
28,530
-50%
清仓
GRAL
GRAIL INC
-$3.7M
0
-100%
减持
OSCR
OSCAR HEALTH INC
-$3.6M
1,074,592
-3%
减持
HNGE
HINGE HEALTH INC
-$3.6M
150,549
-26%
增持
CRWV
COREWEAVE INC
+$3.5M
54,293
+468%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$3.5M
240,400
-16%
增持
NU
NU HLDGS LTD
+$3.3M
732,227
+70%
减持
TLSI
TRISALUS LIFE SCIENCES INC
-$3.3M
888,515
-9%
增持
WCN
WASTE CONNECTIONS INC
+$3.2M
33,852
+163%
减持
SU
SUNCOR ENERGY INC NEW
+$3.2M
149,028
-1%
清仓
NN
NEXTNAV INC
-$3.1M
0
-100%
减持
—
KORNIT DIGITAL LTD
-$3.1M
218,921
-50%
清仓
FICO
FAIR ISAAC CORP
-$3.1M
0
-100%
清仓
BNTX
BIONTECH SE
-$3.1M
0
-100%
清仓
CWH
CAMPING WORLD HLDGS INC
-$3.0M
0
-100%
建仓
WTTR
SELECT WATER SOLUTIONS INC
+$3.0M
194,647
减持
C
CITIGROUP INC
-$2.9M
193,736
-9%
建仓
HUT
HUT 8 CORP
+$2.9M
61,396
减持
GEV
GE VERNOVA INC
-$2.8M
16,487
-37%
增持
—
ESTABLISHMENT LABS HLDGS INC
+$2.8M
268,533
+57%
清仓
—
FERRARI N V
-$2.8M
0
-100%
减持
UTI
UNIVERSAL TECHNICAL INST INC
-$2.8M
279,223
-43%
减持
TWFG
TWFG INC
-$2.7M
223,639
-6%
减持
CYTK
CYTOKINETICS INC
-$2.7M
330,989
-14%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.7M
275,323
+14%
清仓
—
KLARNA GROUP PLC
-$2.6M
0
-100%
清仓
LEN
LENNAR CORP
-$2.5M
0
-100%