GILDER GAGNON HOWE & CO LLC
New York NY · SEC CIK 0000902464
$96.87亿2026Q2 申报市值
274持仓数
30.6%前十大占比 · 第一大 5.0%
48 / 28新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ACMR 加仓+$7,179.60万
ENPH 加仓+$6,561.57万
DASH 加仓+$6,039.11万
RTX 新建仓+$5,928.49万
AXON 新建仓+$5,090.56万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$2.12亿
SHAK 清仓-$1.02亿
ARQT 减仓-$7,841.87万
NTRA 减仓-$6,981.99万
SITM 减仓-$6,377.22万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $4.81亿 | 4.96% | 2,402,442 | -129,976 | -5.1% | -$2,600.69万 | 减仓 |
| NET | CLOUDFLARE INC | $4.09亿 | 4.22% | 1,668,352 | -109,816 | -6.2% | -$2,693.57万 | 减仓 |
| AMZN | AMAZON COM INC | $4.01亿 | 4.14% | 1,684,231 | -67,759 | -3.9% | -$1,614.97万 | 减仓 |
| NFLX | NETFLIX INC. | $2.86亿 | 2.95% | 3,999,216 | -192,627 | -4.6% | -$1,375.36万 | 减仓 |
| PWR | QUANTA SVCS INC | $2.72亿 | 2.81% | 378,096 | 4,398 | 1.2% | $316.67万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $2.40亿 | 2.48% | 870,776 | -80,317 | -8.4% | -$2,218.11万 | 减仓 |
| TSLA | TESLA INC | $2.39亿 | 2.47% | 569,259 | -50,441 | -8.1% | -$2,121.55万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2.33亿 | 2.40% | 201,645 | -183,960 | -47.7% | -$2.12亿 | 减仓 |
| SHOP | SHOPIFY INC | $2.10亿 | 2.16% | 1,835,426 | -319,317 | -14.8% | -$3,645.96万 | 减仓 |
| META | META PLATFORMS INC | $1.95亿 | 2.01% | 345,373 | -48,694 | -12.4% | -$2,742.89万 | 减仓 |
| GOOGL | ALPHABET INC | $1.92亿 | 1.99% | 538,605 | 59,813 | 12.5% | $2,137.54万 | 加仓 |
| SITM | SITIME CORP | $1.79亿 | 1.85% | 240,532 | -85,536 | -26.2% | -$6,377.22万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $1.71亿 | 1.77% | 3,478,961 | 1,332,570 | 62.1% | $6,561.57万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1.64亿 | 1.69% | 461,461 | 53,204 | 13.0% | $1,886.45万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.62亿 | 1.67% | 406,268 | -43,289 | -9.6% | -$1,721.52万 | 减仓 |
| GOOG | ALPHABET INC | $1.52亿 | 1.57% | 430,815 | 11,067 | 2.6% | $391.03万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1.46亿 | 1.51% | 1,459,898 | 12,663 | 0.9% | $126.98万 | 加仓 |
| SN | SHARKNINJA INC | $1.42亿 | 1.47% | 935,238 | -21,869 | -2.3% | -$333.00万 | 减仓 |
| NTRA | NATERA INC | $1.35亿 | 1.40% | 498,064 | -257,211 | -34.1% | -$6,981.99万 | 减仓 |
| EMBJ | EMBRAER S.A. | $1.34亿 | 1.38% | 2,098,154 | -21,219 | -1.0% | -$135.38万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.30亿 | 1.34% | 763,296 | -33,925 | -4.3% | -$576.32万 | 减仓 |
| INTC | INTEL CORP | $1.22亿 | 1.26% | 873,727 | 352,605 | 67.7% | $4,923.42万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1.21亿 | 1.25% | 464,018 | -7,448 | -1.6% | -$194.12万 | 减仓 |
| TOST | TOAST INC | $1.10亿 | 1.14% | 3,957,072 | -112,090 | -2.8% | -$311.83万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $1.08亿 | 1.12% | 537,438 | -27,473 | -4.9% | -$553.06万 | 减仓 |
| TBBB | BBB FOODS INC | $1.05亿 | 1.08% | 2,517,615 | -36,609 | -1.4% | -$152.55万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $9,650.61万 | 1.00% | 557,742 | -3,715 | -0.7% | -$64.28万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $9,373.30万 | 0.97% | 1,339,426 | -17,051 | -1.3% | -$119.32万 | 减仓 |
| ECHO | ECHOSTAR CORP | $9,266.76万 | 0.96% | 912,981 | -260,996 | -22.2% | -$2,649.11万 | 减仓 |
| MELI | MERCADOLIBRE INC | $9,036.44万 | 0.93% | 53,237 | -2,315 | -4.2% | -$392.95万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $9,036.42万 | 0.93% | 1,108,083 | 150,078 | 15.7% | $1,223.89万 | 加仓 |
| QXO | QXO INC | $8,274.42万 | 0.85% | 4,788,440 | -1,200,241 | -20.0% | -$2,074.02万 | 减仓 |
| XMTR | XOMETRY INC | $8,273.17万 | 0.85% | 857,146 | -64,035 | -7.0% | -$618.07万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $8,099.24万 | 0.84% | 269,051 | -11,041 | -3.9% | -$332.37万 | 减仓 |
| ACMR | ACM RESH INC | $8,083.63万 | 0.83% | 637,058 | 565,813 | 794.2% | $7,179.60万 | 加仓 |
| MDA | MDA SPACE LTD | $6,931.71万 | 0.72% | 1,679,194 | -252,967 | -13.1% | -$1,044.25万 | 减仓 |
| SPNT | SIRIUSPOINT LTD | $6,875.22万 | 0.71% | 2,864,674 | -81,128 | -2.8% | -$194.71万 | 减仓 |
| ABNB | AIRBNB INC | $6,864.34万 | 0.71% | 479,688 | 55,009 | 13.0% | $787.18万 | 加仓 |
| GAP | GAP INC | $6,838.29万 | 0.71% | 3,660,756 | -11,292 | -0.3% | -$21.09万 | 减仓 |
| ESLT | ELBIT SYS LTD | $6,649.95万 | 0.69% | 87,647 | -24,037 | -21.5% | -$1,823.74万 | 减仓 |
| DASH | DOORDASH INC | $6,632.80万 | 0.68% | 359,443 | 327,270 | 1,017.2% | $6,039.11万 | 加仓 |
| PRCH | PORCH GROUP INC | $6,590.51万 | 0.68% | 4,381,990 | 207,073 | 5.0% | $311.44万 | 加仓 |
| FNV | FRANCO NEV CORP | $6,476.08万 | 0.67% | 310,693 | -27,007 | -8.0% | -$562.93万 | 减仓 |
| RDDT | REDDIT INC | $6,358.46万 | 0.66% | 366,313 | -9,876 | -2.6% | -$171.43万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $6,228.79万 | 0.64% | 3,590,083 | 42,502 | 1.2% | $73.74万 | 加仓 |
| RTX | RTX CORPORATION | $5,928.49万 | 0.61% | 312,470 | 312,470 | — | $5,928.49万 | 新建仓 |
| LASR | NLIGHT INC | $5,855.01万 | 0.60% | 840,995 | 54,710 | 7.0% | $380.89万 | 加仓 |
| DUOL | DUOLINGO INC | $5,777.96万 | 0.60% | 502,344 | -6,206 | -1.2% | -$71.38万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $5,657.82万 | 0.58% | 344,422 | -3,365 | -1.0% | -$55.28万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $5,437.47万 | 0.56% | 193,037 | -1,689 | -0.9% | -$47.58万 | 减仓 |
| CRWV | COREWEAVE INC | $5,353.00万 | 0.55% | 537,774 | 483,481 | 890.5% | $4,812.57万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $5,090.56万 | 0.53% | 90,804 | 90,804 | — | $5,090.56万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $5,082.10万 | 0.52% | 343,014 | -112,361 | -24.7% | -$1,664.74万 | 减仓 |
| POOL | POOL CORP | $5,065.55万 | 0.52% | 235,717 | -46,233 | -16.4% | -$993.55万 | 减仓 |
| HUBS | HUBSPOT INC | $4,930.50万 | 0.51% | 270,150 | 108,332 | 66.9% | $1,977.17万 | 加仓 |
| VIA | VIA TRANSN INC | $4,667.63万 | 0.48% | 2,573,117 | 1,033,546 | 67.1% | $1,874.85万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $4,620.11万 | 0.48% | 1,504,431 | -426,220 | -22.1% | -$1,308.92万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $4,590.05万 | 0.47% | 1,123,910 | -69,204 | -5.8% | -$282.63万 | 减仓 |
| RBLX | ROBLOX CORP | $4,577.58万 | 0.47% | 841,776 | -838,782 | -49.9% | -$4,561.30万 | 减仓 |
| TLN | TALEN ENERGY CORP | $4,547.14万 | 0.47% | 118,335 | -1,846 | -1.5% | -$70.93万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $4,454.08万 | 0.46% | 1,041,404 | 762,181 | 273.0% | $3,259.85万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $4,401.91万 | 0.45% | 95,875 | -21,607 | -18.4% | -$992.04万 | 减仓 |
| ARX | ACCELERANT HOLDINGS | $4,373.93万 | 0.45% | 3,732,024 | -11,340 | -0.3% | -$13.29万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $4,362.13万 | 0.45% | 161,244 | -10,269 | -6.0% | -$277.81万 | 减仓 |
| GE | GE AEROSPACE | $4,232.01万 | 0.44% | 113,237 | -3,383 | -2.9% | -$126.43万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $4,194.69万 | 0.43% | 600,873 | 329,115 | 121.1% | $2,297.55万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $4,088.40万 | 0.42% | 548,926 | 128,601 | 30.6% | $957.82万 | 加仓 |
| APPF | APPFOLIO INC | $4,012.99万 | 0.41% | 250,264 | -15,066 | -5.7% | -$241.58万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $3,928.11万 | 0.41% | 68,114 | -1,059 | -1.5% | -$61.07万 | 减仓 |
| FRPT | FRESHPET INC | $3,700.63万 | 0.38% | 625,953 | -182,613 | -22.6% | -$1,079.61万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $3,663.17万 | 0.38% | 387,473 | 387,473 | — | $3,663.17万 | 新建仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $3,630.53万 | 0.37% | 2,016,959 | -420,784 | -17.3% | -$757.41万 | 减仓 |
| TBN | TAMBORAN RES CORP | $3,548.10万 | 0.37% | 1,091,386 | -170,208 | -13.5% | -$553.35万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3,456.41万 | 0.36% | 202,295 | 202,295 | — | $3,456.41万 | 新建仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $3,443.24万 | 0.36% | 1,313,211 | -2,990,799 | -69.5% | -$7,841.87万 | 减仓 |
| RMBS | RAMBUS INC DEL | $3,417.18万 | 0.35% | 257,434 | 257,434 | — | $3,417.18万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $3,409.68万 | 0.35% | 400,245 | 69,256 | 20.9% | $589.99万 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $3,332.17万 | 0.34% | 1,399,482 | -434,209 | -23.7% | -$1,033.85万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $3,242.51万 | 0.33% | 402,996 | -5,027 | -1.2% | -$40.45万 | 减仓 |
| IGIC | INTL GNRL INSURANCE HLDNGS L | $3,165.50万 | 0.33% | 1,209,591 | -4,194 | -0.3% | -$10.98万 | 减仓 |
| BE | BLOOM ENERGY CORP | $3,072.71万 | 0.32% | 101,510 | 19,927 | 24.4% | $603.19万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $2,987.92万 | 0.31% | 154,630 | -25,538 | -14.2% | -$493.47万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $2,952.39万 | 0.30% | 366,256 | -74,612 | -16.9% | -$601.45万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,944.60万 | 0.30% | 61,658 | -17,867 | -22.5% | -$853.27万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $2,934.99万 | 0.30% | 342,033 | 73,500 | 27.4% | $630.70万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $2,923.41万 | 0.30% | 255,521 | 15,121 | 6.3% | $173.00万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $2,857.65万 | 0.29% | 1,001,982 | -72,610 | -6.8% | -$207.08万 | 减仓 |
| TDUP | THREDUP INC | $2,840.79万 | 0.29% | 4,147,133 | 1,772,009 | 74.6% | $1,213.83万 | 加仓 |
| AAPL | APPLE INC | $2,834.44万 | 0.29% | 97,955 | 18,915 | 23.9% | $547.33万 | 加仓 |
| W | WAYFAIR INC | $2,771.66万 | 0.29% | 299,898 | 299,898 | — | $2,771.66万 | 新建仓 |
| MSFT | MICROSOFT CORP | $2,731.33万 | 0.28% | 73,222 | -4,565 | -5.9% | -$170.28万 | 减仓 |
| C | CITIGROUP INC | $2,681.26万 | 0.28% | 191,573 | -2,163 | -1.1% | -$30.27万 | 减仓 |
| TTAN | SERVICETITAN INC | $2,672.16万 | 0.28% | 377,904 | -216,761 | -36.5% | -$1,532.72万 | 减仓 |
| KYMR | KYMERA THERAPEUTICS INC | $2,626.55万 | 0.27% | 229,053 | -6,380 | -2.7% | -$73.16万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $2,457.85万 | 0.25% | 18,452 | -3,029 | -14.1% | -$403.47万 | 减仓 |
| QURE | UNIQURE NV | $2,445.69万 | 0.25% | 530,979 | 530,979 | — | $2,445.69万 | 新建仓 |
| PTRN | PATTERN GROUP INC | $2,339.40万 | 0.24% | 928,703 | 928,703 | — | $2,339.40万 | 新建仓 |
| LGN | LEGENCE CORP | $2,204.82万 | 0.23% | 258,691 | 59,589 | 29.9% | $507.88万 | 加仓 |
| CALX | CALIX INC | $2,165.77万 | 0.22% | 580,323 | -198,769 | -25.5% | -$741.81万 | 减仓 |
| GKOS | GLAUKOS CORP | $2,130.61万 | 0.22% | 152,448 | -449 | -0.3% | -$6.28万 | 减仓 |