Gilder Gagnon Howe & Co LLC
- SEC CIK
- 0000902464
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 252
- 較 2025 年第 4 季 +2
- 總值
- $83.4 億
- 較 2025 年第 4 季 −$11.4 億 (−12.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 2,532,418 | $4.42 億 | 5.3% | −47,291−1.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 4,191,843 | $4.03 億 | 4.8% | −173,533−4.0% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 1,778,168 | $3.67 億 | 4.4% | +23,707+1.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,751,990 | $3.65 億 | 4.4% | −47,619−2.6% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 2,154,743 | $2.56 億 | 3.1% | −23,653−1.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 619,700 | $2.30 億 | 2.8% | −106,797−14.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 394,067 | $2.25 億 | 2.7% | −16,190−3.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 449,557 | $2.07 億 | 2.5% | −23,988−5.1% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 373,698 | $2.05 億 | 2.5% | +331+0.1% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 755,275 | $1.51 億 | 1.8% | −73,025−8.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 478,792 | $1.38 億 | 1.7% | −7,017−1.4% | 減碼 | 歷史 |
| ECHOEchoStar CORP | CL A | 1,173,977 | $1.37 億 | 1.6% | +244,585+26.3% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 385,605 | $1.30 億 | 1.6% | −110,729−22.3% | 減碼 | 歷史 |
| EMBJEmbraer S.A. | ADR | 2,119,373 | $1.26 億 | 1.5% | −203,922−8.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 419,748 | $1.20 億 | 1.4% | +29,966+7.7% | 加碼 | 歷史 |
| QXOQXO, Inc. | COM NEW | 5,988,681 | $1.16 億 | 1.4% | −237,374−3.8% | 減碼 | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 564,911 | $1.14 億 | 1.4% | −129,689−18.7% | 減碼 | 歷史 |
| NYTNew York Times Co | CL A | 1,356,477 | $1.14 億 | 1.4% | +7,856+0.6% | 加碼 | 歷史 |
| SITMSITIME Corp | COM | 326,068 | $1.13 億 | 1.4% | −45,226−12.2% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 4,069,162 | $1.08 億 | 1.3% | −321,402−7.3% | 減碼 | 歷史 |
| SHAKShake Shack Inc. | CL A | 1,155,577 | $1.02 億 | 1.2% | −113,539−8.9% | 減碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 4,304,010 | $1.01 億 | 1.2% | −149,846−3.4% | 減碼 | 歷史 |
| SNSharkNinja, Inc. | COM SHS | 957,107 | $1.01 億 | 1.2% | −33,517−3.4% | 減碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 1,447,235 | $1.00 億 | 1.2% | +674,289+87.2% | 加碼 | 歷史 |
| NBISNebius Group N.V. | Stock | 951,093 | $9,869 萬 | 1.2% | −62,893−6.2% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 797,221 | $9,788 萬 | 1.2% | −19,310−2.4% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 55,552 | $9,605 萬 | 1.2% | +789+1.4% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 1,680,558 | $9,505 萬 | 1.1% | −21,552−1.3% | 減碼 | 歷史 |
| ESLTElbit Systems Ltd | Stock | 111,684 | $9,483 萬 | 1.1% | +4,560+4.3% | 加碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 280,092 | $9,267 萬 | 1.1% | −39,213−12.3% | 減碼 | 歷史 |
| TBBBBBB Foods Inc | CL A COM | 2,554,224 | $9,034 萬 | 1.1% | +42,814+1.7% | 加碼 | 歷史 |
| GAPGap Inc | COM | 3,672,048 | $8,886 萬 | 1.1% | −63,060−1.7% | 減碼 | 歷史 |
| FNVFranco Nevada Corp | Stock | 337,700 | $8,343 萬 | 1.0% | −3,437−1.0% | 減碼 | 歷史 |
| TSEMTower Semiconductor Ltd | SHS NEW | 471,466 | $8,273 萬 | 1.0% | −488−0.1% | 減碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 2,146,391 | $8,116 萬 | 1.0% | +2,113,519+6,429.5% | 加碼 | 歷史 |
| SPHRSphere Entertainment Co. | CL A | 561,457 | $6,592 萬 | 0.8% | +311+0.1% | 加碼 | 歷史 |
| FIGRFigure Technology Solutions, Inc. | Stock | 1,930,651 | $6,555 萬 | 0.8% | −74,492−3.7% | 減碼 | 歷史 |
| SPNTSiriusPoint Ltd | COM | 2,945,802 | $6,345 萬 | 0.8% | −348,073−10.6% | 減碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 408,257 | $6,176 萬 | 0.7% | +41,528+11.3% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 194,726 | $5,858 萬 | 0.7% | −64,344−24.8% | 減碼 | 歷史 |
| POOLPool Corp | COM | 281,950 | $5,705 萬 | 0.7% | +1,093+0.4% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 202,940 | $5,704 萬 | 0.7% | −4,362−2.1% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 117,482 | $5,697 萬 | 0.7% | −12,401−9.5% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 424,679 | $5,363 萬 | 0.6% | −7,874−1.8% | 減碼 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 3,547,581 | $5,339 萬 | 0.6% | −54,375−1.5% | 減碼 | 歷史 |
| BOOTBoot Barn Holdings, Inc. | COM | 347,787 | $5,090 萬 | 0.6% | −10,159−2.8% | 減碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 376,189 | $5,065 萬 | 0.6% | −35,353−8.6% | 減碼 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 508,550 | $5,013 萬 | 0.6% | +2,419+0.5% | 加碼 | 歷史 |
| ARXAccelerant Holdings | CL A | 3,743,364 | $5,001 萬 | 0.6% | +40,286+1.1% | 加碼 | 歷史 |
| MDAMDA Space Ltd. | COM | 1,932,161 | $4,892 萬 | 0.6% | +1,932,161 | 新進 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 808,566 | $4,767 萬 | 0.6% | −246,574−23.4% | 減碼 | 歷史 |
| LASRNlight, Inc. | COM | 786,285 | $4,483 萬 | 0.5% | +786,285 | 新進 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 958,005 | $4,390 萬 | 0.5% | +5,096+0.5% | 加碼 | 歷史 |
| TBNTamboran Resources Corp | COM | 841,063 | $4,204 萬 | 0.5% | +46,415+5.8% | 加碼 | 歷史 |
| FTAIFTAI Aviation Ltd. | SHS | 171,513 | $4,202 萬 | 0.5% | −16,500−8.8% | 減碼 | 歷史 |
| APPFAppfolio Inc | COM CL A | 265,330 | $4,187 萬 | 0.5% | −154,101−36.7% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 69,173 | $4,072 萬 | 0.5% | −9,380−11.9% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 275,323 | $4,027 萬 | 0.5% | +33,604+13.9% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 161,818 | $3,950 萬 | 0.5% | −4,120−2.5% | 減碼 | 歷史 |
| LOBLive Oak Bancshares, Inc. | COM | 1,193,114 | $3,946 萬 | 0.5% | +1,193,114 | 新進 | 歷史 |
| AAOIApplied Optoelectronics, Inc. | COM | 455,375 | $3,852 萬 | 0.5% | −19,640−4.1% | 減碼 | 歷史 |
| TLNTalen Energy Corp | COM | 120,181 | $3,837 萬 | 0.5% | −3,340−2.7% | 減碼 | 歷史 |
| CALXCalix, Inc | COM | 779,092 | $3,817 萬 | 0.5% | −108,835−12.3% | 減碼 | 歷史 |
| TTANServiceTitan, Inc. | SHS CL A | 594,665 | $3,774 萬 | 0.5% | −3,004−0.5% | 減碼 | 歷史 |
| XMTRXometry, Inc. | CLASS A COM | 921,181 | $3,762 萬 | 0.5% | −100,874−9.9% | 減碼 | 歷史 |
| AEROGrupo Aeromexico, S.A.B. de C.V. | SPONSORED ADS | 2,437,743 | $3,415 萬 | 0.4% | −239,182−8.9% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 116,620 | $3,309 萬 | 0.4% | −17,652−13.1% | 減碼 | 歷史 |
| ALHCAlignment Healthcare, Inc. | COM | 1,833,691 | $3,231 萬 | 0.4% | −23,448−1.3% | 減碼 | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 240,400 | $3,200 萬 | 0.4% | −44,442−15.6% | 減碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 407,258 | $3,141 萬 | 0.4% | −104,088−20.4% | 減碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 420,325 | $3,121 萬 | 0.4% | −37,652−8.2% | 減碼 | 歷史 |
| PRCHPorch Group, Inc. | COM | 4,174,917 | $2,993 萬 | 0.4% | −172,456−4.0% | 減碼 | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 180,168 | $2,975 萬 | 0.4% | −2,156−1.2% | 減碼 | 歷史 |
| IGICInternational General Insurance Holdings Ltd. | SHS | 1,213,785 | $2,940 萬 | 0.4% | −6,331−0.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 77,787 | $2,879 萬 | 0.3% | −84,909−52.2% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 79,525 | $2,688 萬 | 0.3% | +15,421+24.1% | 加碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 272,337 | $2,577 萬 | 0.3% | −208,962−43.4% | 減碼 | 歷史 |
| LOARLoar Holdings Inc. | COM SHS | 440,868 | $2,526 萬 | 0.3% | −26,001−5.6% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 21,481 | $2,490 萬 | 0.3% | −4,054−15.9% | 減碼 | 歷史 |
| VIAVia Transportation, Inc. | COM CL A | 1,539,571 | $2,309 萬 | 0.3% | +301,742+24.4% | 加碼 | 歷史 |
| SEISolaris Energy Infrastructure, Inc. | COM CL A | 408,023 | $2,306 萬 | 0.3% | +163,978+67.2% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 521,122 | $2,300 萬 | 0.3% | +521,122 | 新進 | 歷史 |
| CCitigroup Inc | Stock | 193,736 | $2,197 萬 | 0.3% | −19,794−9.3% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 330,989 | $2,182 萬 | 0.3% | −54,831−14.2% | 減碼 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 801,142 | $2,157 萬 | 0.3% | −7,466−0.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 79,040 | $2,006 萬 | 0.2% | +42,297+115.1% | 加碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 235,433 | $1,961 萬 | 0.2% | −4,483−1.9% | 減碼 | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 271,758 | $1,955 萬 | 0.2% | +63,456+30.5% | 加碼 | 歷史 |
| TEMTempus AI, Inc. | CL A | 384,548 | $1,739 萬 | 0.2% | −192,226−33.3% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 124,940 | $1,699 萬 | 0.2% | +107,258+606.6% | 加碼 | 歷史 |
| AEHRAehr Test Systems | COM | 444,296 | $1,647 萬 | 0.2% | +126,348+39.7% | 加碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 152,897 | $1,646 萬 | 0.2% | −1,545−1.0% | 減碼 | 歷史 |
| WWDWoodward, Inc. | COM | 45,819 | $1,640 萬 | 0.2% | −693−1.5% | 減碼 | 歷史 |
| WRBBerkley W R Corp | COM | 240,239 | $1,592 萬 | 0.2% | −1,525−0.6% | 減碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 29,391 | $1,539 萬 | 0.2% | −4,077−12.2% | 減碼 | 歷史 |
| MGYMagnolia Oil & Gas Corp | CL A | 486,526 | $1,536 萬 | 0.2% | −167,422−25.6% | 減碼 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 268,533 | $1,525 萬 | 0.2% | +97,776+57.3% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 16,487 | $1,439 萬 | 0.2% | −9,865−37.4% | 減碼 | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 200,017 | $1,410 萬 | 0.2% | −69,776−25.9% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 27,732 | $1,386 萬 | 0.2% | −3,781−12.0% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（33 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CRWDCrowdStrike Holdings, Inc. | Stock | 81,669 | $3,828 萬 | 0.4% | 歷史 |
| UUnity Software Inc. | COM | 731,222 | $3,230 萬 | 0.3% | 歷史 |
| TWLOTwilio Inc | CL A | 142,844 | $2,032 萬 | 0.2% | 歷史 |
| SNOWSnowflake Inc. | Stock | 51,600 | $1,132 萬 | 0.1% | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 483,117 | $1,048 萬 | 0.1% | 歷史 |
| DECDiversified Energy Co | COMMON STOCK | 405,290 | $586.0 萬 | 0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 17,649 | $399.1 萬 | <0.1% | 歷史 |
| GRALGRAIL, Inc. | COM | 43,722 | $374.2 萬 | <0.1% | 歷史 |
| NNNextnav Inc. | COMMON STOCK | 188,866 | $314.3 萬 | <0.1% | 歷史 |
| FICOFair Isaac Corp | COM | 1,833 | $309.9 萬 | <0.1% | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 32,287 | $307.4 萬 | <0.1% | 歷史 |
| CWHCamping World Holdings, Inc. | CL A | 312,049 | $303.6 萬 | <0.1% | 歷史 |
| RACEFerrari N.V. | COM | 7,544 | $278.8 萬 | <0.1% | 歷史 |
| KLARKlarna Group plc | Stock | 91,634 | $264.9 萬 | <0.1% | 歷史 |
| LENLennar Corp | CL A | 24,466 | $251.5 萬 | <0.1% | 歷史 |
| NTSKNetskope Inc | CL A | 111,246 | $195.1 萬 | <0.1% | 歷史 |
| NBNiocorp Developments Ltd | COM NEW | 345,405 | $183.1 萬 | <0.1% | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 19,275 | $152.5 萬 | <0.1% | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 11,030 | $148.7 萬 | <0.1% | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 15,241 | $140.6 萬 | <0.1% | 歷史 |
| IRDMIridium Communications Inc. | COM | 63,650 | $110.6 萬 | <0.1% | 歷史 |
| PCORProcore Technologies, Inc. | COM | 15,132 | $110.1 萬 | <0.1% | 歷史 |
| WINGWingstop Inc. | COM | 4,080 | $97.3 萬 | <0.1% | 歷史 |
| SGSweetgreen, Inc. | COM CL A | 131,427 | $88.8 萬 | <0.1% | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 35,945 | $67.7 萬 | <0.1% | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 20,393 | $60.8 萬 | <0.1% | 歷史 |
| FRMIFermi Inc. | COM | 70,872 | $56.7 萬 | <0.1% | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 7,633 | $56.2 萬 | <0.1% | 歷史 |
| CCOClear Channel Outdoor Holdings, Inc. | COM | 233,784 | $51.7 萬 | <0.1% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 4,170 | $25.1 萬 | <0.1% | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 2,746 | $20.2 萬 | <0.1% | 歷史 |
| IVVDInvivyd, Inc. | COM | 49,906 | $12.3 萬 | <0.1% | 歷史 |
| VLNValens Semiconductor Ltd. | ORDINARY SHARES | 13,724 | $1.95 萬 | <0.1% | 歷史 |