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 |
|---|---|---|---|---|---|---|---|---|
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -1,155,577 | -100.0% | -$1.02亿 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -202,940 | -100.0% | -$5,704.02万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -407,258 | -100.0% | -$3,141.18万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -272,337 | -100.0% | -$2,576.85万 | 清仓 |
| BRCB | BLACK ROCK COFFEE BAR INC | $0 | 0.00% | 0 | -602,893 | -100.0% | -$778.94万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -23,148 | -100.0% | -$683.68万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -21,757 | -100.0% | -$676.19万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -33,852 | -100.0% | -$549.89万 | 清仓 |
| EWY | ISHARES INC | $0 | 0.00% | 0 | -33,383 | -100.0% | -$410.64万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -10,558 | -100.0% | -$409.89万 | 清仓 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | -138,435 | -100.0% | -$358.55万 | 清仓 |
| RDNT | RADNET INC | $0 | 0.00% | 0 | -49,492 | -100.0% | -$276.61万 | 清仓 |
| EYE | NATIONAL VISION HLDGS INC | $0 | 0.00% | 0 | -106,255 | -100.0% | -$275.20万 | 清仓 |
| NP | NEPTUNE INS HLDGS INC | $0 | 0.00% | 0 | -100,491 | -100.0% | -$243.09万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -93,206 | -100.0% | -$231.90万 | 清仓 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -28,537 | -100.0% | -$228.44万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -319,345 | -100.0% | -$211.73万 | 清仓 |
| COGT | COGENT BIOSCIENCES INC | $0 | 0.00% | 0 | -52,163 | -100.0% | -$200.78万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -4,798 | -100.0% | -$182.28万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -29,803 | -100.0% | -$123.32万 | 清仓 |
| ERAS | ERASCA INC | $0 | 0.00% | 0 | -56,597 | -100.0% | -$91.57万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -12,933 | -100.0% | -$81.15万 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC | $0 | 0.00% | 0 | -17,487 | -100.0% | -$52.20万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -10,907 | -100.0% | -$39.08万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -4,490 | -100.0% | -$28.57万 | 清仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $0 | 0.00% | 0 | -5,873 | -100.0% | -$25.08万 | 清仓 |
| ONDS | ONDAS INC | $0 | 0.00% | 0 | -25,670 | -100.0% | -$23.21万 | 清仓 |
| UMH | UMH PPTYS INC | $0 | 0.00% | 0 | -15,074 | -100.0% | -$21.75万 | 清仓 |
| — | GUARDIAN METAL RES PLC | $17.17万 | 0.00% | 12,257 | -344 | -2.7% | -$4,819 | 减仓 |
| CXW | CORECIVIC INC | $24.54万 | 0.00% | 8,079 | 8,079 | — | $24.54万 | 新建仓 |
| OFRM | ONCE UPON A FARM PBC | $26.25万 | 0.00% | 12,815 | -97 | -0.8% | -$1,987 | 减仓 |
| FRVO | FERVO ENERGY CO | $29.13万 | 0.00% | 9,967 | 9,967 | — | $29.13万 | 新建仓 |
| FEIM | FREQUENCY ELECTRS INC | $30.17万 | 0.00% | 4,547 | 4,547 | — | $30.17万 | 新建仓 |
| SANA | SANA BIOTECHNOLOGY INC | $31.40万 | 0.00% | 89,960 | -5,836 | -6.1% | -$2.04万 | 减仓 |
| VICR | VICOR CORP | $34.79万 | 0.00% | 916 | 916 | — | $34.79万 | 新建仓 |
| MP | MP MATERIALS CORP | $36.37万 | 0.00% | 6,493 | -574 | -8.1% | -$3.21万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $38.40万 | 0.00% | 5,782 | -348 | -5.7% | -$2.31万 | 减仓 |
| L | LOEWS CORP | $47.33万 | 0.00% | 4,181 | 2 | 0.0% | $226 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $50.86万 | 0.01% | 31,611 | 31,611 | — | $50.86万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $50.95万 | 0.01% | 2,147 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $52.67万 | 0.01% | 3,598 | -2,146 | -37.4% | -$31.41万 | 减仓 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $55.99万 | 0.01% | 87,754 | -2,173 | -2.4% | -$1.39万 | 减仓 |
| JOBY | JOBY AVIATION INC | $56.09万 | 0.01% | 62,878 | -4,389 | -6.5% | -$3.91万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $59.84万 | 0.01% | 7,692 | 7,692 | — | $59.84万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $63.94万 | 0.01% | 78,844 | -393 | -0.5% | -$3,187 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $64.34万 | 0.01% | 9,242 | -252 | -2.7% | -$1.75万 | 减仓 |
| CVNA | CARVANA CO | $65.95万 | 0.01% | 10,020 | 0 | 0.0% | — | 不变 |
| ASAN | ASANA INC | $69.48万 | 0.01% | 99,253 | -90 | -0.1% | -$630 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $75.20万 | 0.01% | 35,056 | 12,337 | 54.3% | $26.46万 | 加仓 |
| CLH | CLEAN HARBORS INC | $83.14万 | 0.01% | 2,783 | -73 | -2.6% | -$2.18万 | 减仓 |
| ONON | ON HLDG AG | $84.09万 | 0.01% | 23,740 | -1,093 | -4.4% | -$3.87万 | 减仓 |
| — | VERA BRADLEY INC | $88.39万 | 0.01% | 227,233 | 143,981 | 172.9% | $56.01万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $89.77万 | 0.01% | 25,365 | -457,752 | -94.7% | -$1,619.98万 | 重新持有 |
| GTX | GARRETT MOTION INC | $91.30万 | 0.01% | 25,201 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $92.82万 | 0.01% | 10,179 | -199 | -1.9% | -$1.81万 | 减仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $95.63万 | 0.01% | 88,134 | -51,755 | -37.0% | -$56.15万 | 减仓 |
| INIO | INNIO NV | $95.79万 | 0.01% | 24,219 | 24,219 | — | $95.79万 | 新建仓 |
| SNDK | SANDISK CORP | $97.32万 | 0.01% | 428 | 428 | — | $97.32万 | 新建仓 |
| BIIB | BIOGEN INC | $97.83万 | 0.01% | 4,528 | -30 | -0.7% | -$6,482 | 减仓 |
| APA | APA CORPORATION | $99.10万 | 0.01% | 30,427 | -522 | -1.7% | -$1.70万 | 减仓 |
| PCVX | VAXCYTE INC | $99.19万 | 0.01% | 17,064 | -111 | -0.6% | -$6,452 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $120.29万 | 0.01% | 7,864 | -201 | -2.5% | -$3.07万 | 减仓 |
| FORM | FORMFACTOR INC | $120.97万 | 0.01% | 7,564 | 7,564 | — | $120.97万 | 新建仓 |
| APP | APPLOVIN CORP | $123.81万 | 0.01% | 2,403 | -158 | -6.2% | -$8.14万 | 减仓 |
| — | FTC SOLAR INC | $127.40万 | 0.01% | 250,785 | 250,785 | — | $127.40万 | 新建仓 |
| WOLF | WOLFSPEED INC | $136.04万 | 0.01% | 28,194 | 28,194 | — | $136.04万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $144.41万 | 0.01% | 23,057 | -1,559 | -6.3% | -$9.76万 | 减仓 |
| FIG | FIGMA INC | $146.30万 | 0.02% | 80,872 | -570,725 | -87.6% | -$1,032.44万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $147.10万 | 0.02% | 6,656 | 6,656 | — | $147.10万 | 新建仓 |
| WRBY | WARBY PARKER INC | $148.12万 | 0.02% | 48,819 | -263,921 | -84.4% | -$800.74万 | 减仓 |
| HAWK | HAWKEYE 360 INC | $150.29万 | 0.02% | 74,329 | 74,329 | — | $150.29万 | 新建仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $150.57万 | 0.02% | 116,809 | -624,317 | -84.2% | -$804.74万 | 减仓 |
| ELVA | ELECTROVAYA INC | $152.08万 | 0.02% | 144,835 | 144,835 | — | $152.08万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $154.73万 | 0.02% | 263,146 | 263,146 | — | $154.73万 | 新建仓 |
| CALY | CALLAWAY GOLF CO | $159.23万 | 0.02% | 84,742 | 84,742 | — | $159.23万 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $165.78万 | 0.02% | 35,174 | 11,991 | 51.7% | $56.51万 | 加仓 |
| — | SOL-GEL TECHNOLOGIES LTD | $166.81万 | 0.02% | 22,500 | 22,500 | — | $166.81万 | 新建仓 |
| KNF | KNIFE RIVER CORP | $172.46万 | 0.02% | 20,617 | -47 | -0.2% | -$3,932 | 减仓 |
| PRLB | PROTO LABS INC | $173.40万 | 0.02% | 21,274 | 7 | 0.0% | $571 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $176.14万 | 0.02% | 9,049 | -58 | -0.6% | -$1.13万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $187.10万 | 0.02% | 4,919 | 4,919 | — | $187.10万 | 新建仓 |
| MTUS | METALLUS INC | $189.51万 | 0.02% | 101,394 | -805 | -0.8% | -$1.50万 | 减仓 |
| CPA | COPA HOLDINGS SA | $192.52万 | 0.02% | 12,375 | -160 | -1.3% | -$2.49万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $197.10万 | 0.02% | 2,297 | -2,395 | -51.0% | -$205.51万 | 减仓 |
| APPS | DIGITAL TURBINE INC | $197.50万 | 0.02% | 153,099 | 153,099 | — | $197.50万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $198.40万 | 0.02% | 3,965 | -20 | -0.5% | -$1.00万 | 减仓 |
| CNL | COLLECTIVE MINING LTD | $199.34万 | 0.02% | 162,725 | 41,609 | 34.4% | $50.97万 | 加仓 |
| NPKI | NPK INTERNATIONAL INC | $202.67万 | 0.02% | 127,388 | -33,208 | -20.7% | -$52.83万 | 减仓 |
| IOT | SAMSARA INC | $209.35万 | 0.02% | 64,554 | -24 | -0.0% | -$778 | 减仓 |
| ARGX | ARGENX SE | $220.81万 | 0.02% | 2,380 | -4 | -0.2% | -$3,711 | 减仓 |
| ELF | E L F BEAUTY INC | $231.46万 | 0.02% | 31,279 | -25,051 | -44.5% | -$185.38万 | 减仓 |
| AUR | AURORA INNOVATION INC | $235.14万 | 0.02% | 344,782 | 344,782 | — | $235.14万 | 新建仓 |
| TE | T1 ENERGY INC | $235.99万 | 0.02% | 248,939 | 72,897 | 41.4% | $69.11万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $236.22万 | 0.02% | 8,786 | -16 | -0.2% | -$4,302 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $238.01万 | 0.02% | 29,744 | -387 | -1.3% | -$3.10万 | 减仓 |
| CSGP | COSTAR GROUP INC | $250.58万 | 0.03% | 88,480 | -2,614 | -2.9% | -$7.40万 | 减仓 |
| — | SMITH DOUGLAS HOMES CORP | $250.67万 | 0.03% | 161,307 | -21,393 | -11.7% | -$33.24万 | 减仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $256.13万 | 0.03% | 216,872 | -1,005 | -0.5% | -$1.19万 | 减仓 |
| HTFL | HEARTFLOW INC | $260.00万 | 0.03% | 88,615 | -95,251 | -51.8% | -$279.47万 | 减仓 |
| ORCL | ORACLE CORP | $261.74万 | 0.03% | 17,860 | 17,860 | — | $261.74万 | 新建仓 |