GILDER GAGNON HOWE & CO LLC
New York NY · SEC CIK 0000902464
$83.35亿2026Q1 申报市值
252持仓数
34.2%前十大占比 · 第一大 5.3%
34 / 31新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ENPH 加仓+$7,991.22万
MDA 新建仓+$4,892.23万
HOOD 加仓+$4,672.82万
LASR 新建仓+$4,483.40万
LOB 新建仓+$3,945.63万
2026Q1 卖出最多 按季末市值估算
BSX 减仓-$6,678.41万
TSLA 减仓-$3,970.18万
CRWD 清仓-$3,828.32万
MU 减仓-$3,740.87万
U 清仓-$3,229.81万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $268.72万 | 0.03% | 9,135 | -123 | -1.3% | -$3.62万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $269.78万 | 0.03% | 129,953 | -24,079 | -15.6% | -$49.99万 | 减仓 |
| EYE | NATIONAL VISION HLDGS INC | $275.20万 | 0.03% | 106,255 | -5,879 | -5.2% | -$15.23万 | 减仓 |
| RDNT | RADNET INC | $276.61万 | 0.03% | 49,492 | -3,213 | -6.1% | -$17.96万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $278.44万 | 0.03% | 109,577 | 15,832 | 16.9% | $40.23万 | 加仓 |
| ACMR | ACM RESH INC | $280.35万 | 0.03% | 71,245 | 20,877 | 41.4% | $82.15万 | 加仓 |
| HUT | HUT 8 CORP | $288.01万 | 0.03% | 61,396 | 61,396 | — | $288.01万 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $295.47万 | 0.04% | 159,199 | -8,913 | -5.3% | -$16.54万 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $297.81万 | 0.04% | 194,647 | 194,647 | — | $297.81万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $303.01万 | 0.04% | 584,954 | -10,739 | -1.8% | -$5.56万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $303.06万 | 0.04% | 59,658 | -464,397 | -88.6% | -$2,359.12万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $315.56万 | 0.04% | 30,131 | -71 | -0.2% | -$7,436 | 减仓 |
| KRNT | KORNIT DIGITAL LTD | $320.94万 | 0.04% | 218,921 | -222,470 | -50.4% | -$326.14万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $329.74万 | 0.04% | 4,692 | 21 | 0.4% | $1.48万 | 加仓 |
| ELF | E L F BEAUTY INC | $341.42万 | 0.04% | 56,330 | 19,164 | 51.6% | $116.15万 | 加仓 |
| — | TRISALUS LIFE SCIENCES INC | $355.41万 | 0.04% | 888,515 | -90,508 | -9.2% | -$36.20万 | 减仓 |
| MAMA | MAMAS CREATIONS INC | $357.96万 | 0.04% | 233,353 | -12,427 | -5.1% | -$19.06万 | 减仓 |
| IBN | ICICI BANK LIMITED | $358.55万 | 0.04% | 138,435 | -857,827 | -86.1% | -$2,221.78万 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $366.71万 | 0.04% | 112,627 | -9,821 | -8.0% | -$31.98万 | 减仓 |
| CSGP | COSTAR GROUP INC | $367.47万 | 0.04% | 91,094 | -148,940 | -62.0% | -$600.82万 | 减仓 |
| IMNM | IMMUNOME INC | $370.19万 | 0.04% | 169,267 | -5,594 | -3.2% | -$12.23万 | 减仓 |
| HEI | HEICO CORP NEW | $384.37万 | 0.05% | 14,018 | -77 | -0.5% | -$2.11万 | 减仓 |
| EME | EMCOR GROUP INC | $390.27万 | 0.05% | 5,286 | -283 | -5.1% | -$20.89万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $391.12万 | 0.05% | 911,713 | -58,160 | -6.0% | -$24.95万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $392.54万 | 0.05% | 14,057 | -2,374 | -14.4% | -$66.29万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $395.39万 | 0.05% | 208,757 | 208,757 | — | $395.39万 | 新建仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $398.40万 | 0.05% | 91,208 | -479 | -0.5% | -$2.09万 | 减仓 |
| CIEN | CIENA CORP | $409.89万 | 0.05% | 10,558 | -25,476 | -70.7% | -$989.05万 | 减仓 |
| EWY | ISHARES INC | $410.64万 | 0.05% | 33,383 | 33,383 | — | $410.64万 | 新建仓 |
| TWFG | TWFG INC | $411.27万 | 0.05% | 223,639 | -14,881 | -6.2% | -$27.37万 | 减仓 |
| CRWV | COREWEAVE INC | $420.61万 | 0.05% | 54,293 | 44,726 | 467.5% | $346.49万 | 加仓 |
| EZPW | EZCORP INC | $433.34万 | 0.05% | 170,740 | -9,589 | -5.3% | -$24.34万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $435.11万 | 0.05% | 28,530 | -28,601 | -50.1% | -$436.19万 | 减仓 |
| HTFL | HEARTFLOW INC | $447.35万 | 0.05% | 183,866 | -2,002 | -1.1% | -$4.87万 | 减仓 |
| IAUX | I-80 GOLD CORP | $477.06万 | 0.06% | 3,138,545 | 2,003,543 | 176.5% | $304.54万 | 重新持有 |
| DASH | DOORDASH INC | $483.08万 | 0.06% | 32,173 | -13,687 | -29.8% | -$205.51万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $485.00万 | 0.06% | 19,355 | 19,355 | — | $485.00万 | 新建仓 |
| MUSA | MURPHY USA INC | $485.57万 | 0.06% | 9,830 | -77 | -0.8% | -$3.80万 | 减仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $526.55万 | 0.06% | 1,120,309 | 1,120,309 | — | $526.55万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $529.04万 | 0.06% | 21,826 | 216 | 1.0% | $5.24万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $549.89万 | 0.07% | 33,852 | 20,976 | 162.9% | $340.73万 | 加仓 |
| NOW | SERVICENOW INC | $558.18万 | 0.07% | 53,389 | 5,589 | 11.7% | $58.43万 | 加仓 |
| BETA | BETA TECHNOLOGIES INC | $563.38万 | 0.07% | 383,254 | -234,610 | -38.0% | -$344.88万 | 减仓 |
| YOU | CLEAR SECURE INC | $563.43万 | 0.07% | 116,387 | -1,273 | -1.1% | -$6.16万 | 减仓 |
| HNGE | HINGE HEALTH INC | $580.52万 | 0.07% | 150,549 | -51,663 | -25.5% | -$199.21万 | 减仓 |
| VMC | VULCAN MATLS CO | $585.53万 | 0.07% | 21,503 | -2,801 | -11.5% | -$76.27万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $601.76万 | 0.07% | 45,932 | -4,340 | -8.6% | -$56.86万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $610.39万 | 0.07% | 19,042 | -369 | -1.9% | -$11.83万 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $617.57万 | 0.07% | 41,304 | -300 | -0.7% | -$4.49万 | 减仓 |
| BV | BRIGHTVIEW HLDGS INC | $627.24万 | 0.08% | 532,009 | -129,293 | -19.6% | -$152.44万 | 减仓 |
| HEI/A | HEICO CORP NEW | $634.23万 | 0.08% | 30,046 | 3,664 | 13.9% | $77.34万 | 加仓 |
| LMND | LEMONADE INC | $650.20万 | 0.08% | 103,734 | -4,791 | -4.4% | -$30.03万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $655.85万 | 0.08% | 6,582 | -1,117 | -14.5% | -$111.30万 | 减仓 |
| WRBY | WARBY PARKER INC | $658.94万 | 0.08% | 312,740 | -541,403 | -63.4% | -$1,140.74万 | 减仓 |
| MCD | MCDONALDS CORP | $676.19万 | 0.08% | 21,757 | 21,757 | — | $676.19万 | 新建仓 |
| CME | CME GROUP INC | $683.68万 | 0.08% | 23,148 | 23,148 | — | $683.68万 | 新建仓 |
| LGIH | LGI HOMES INC | $684.02万 | 0.08% | 173,038 | -7,543 | -4.2% | -$29.82万 | 减仓 |
| AGI | ALAMOS GOLD INC | $695.14万 | 0.08% | 156,457 | 13,480 | 9.4% | $59.89万 | 加仓 |
| WMT | WALMART INC | $706.85万 | 0.08% | 56,876 | -1,790 | -3.1% | -$22.25万 | 减仓 |
| ONEW | ONEWATER MARINE INC | $757.18万 | 0.09% | 801,247 | -5,940 | -0.7% | -$5.61万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $772.96万 | 0.09% | 241,475 | -7,053 | -2.8% | -$22.58万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $776.70万 | 0.09% | 741,126 | -1,340,546 | -64.4% | -$1,404.89万 | 减仓 |
| BRCB | BLACK ROCK COFFEE BAR INC | $778.94万 | 0.09% | 602,893 | -373,411 | -38.2% | -$482.45万 | 减仓 |
| TDUP | THREDUP INC | $779.04万 | 0.09% | 2,375,124 | 322,778 | 15.7% | $105.87万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $821.64万 | 0.10% | 96,641 | 24,889 | 34.7% | $211.61万 | 加仓 |
| DDOG | DATADOG INC | $847.59万 | 0.10% | 71,799 | 59,023 | 462.0% | $696.77万 | 加仓 |
| COCO | VITA COCO CO INC | $871.56万 | 0.10% | 181,917 | -7,119 | -3.8% | -$34.11万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $876.74万 | 0.11% | 50,802 | -879 | -1.7% | -$15.17万 | 减仓 |
| CB | CHUBB LTD SWITZ | $934.54万 | 0.11% | 28,673 | -187 | -0.6% | -$6.09万 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC | $940.66万 | 0.11% | 499,290 | 5,182 | 1.0% | $9.76万 | 加仓 |
| MCO | MOODYS CORP | $966.95万 | 0.12% | 22,165 | 14,102 | 174.9% | $615.20万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $985.22万 | 0.12% | 149,028 | -975 | -0.6% | -$6.45万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $1,008.00万 | 0.12% | 279,223 | -211,949 | -43.2% | -$765.14万 | 减仓 |
| ALNT | ALLIENT INC | $1,015.50万 | 0.12% | 171,857 | 171,857 | — | $1,015.50万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $1,036.59万 | 0.12% | 40,128 | 40,128 | — | $1,036.59万 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $1,050.08万 | 0.13% | 311,505 | -1,613 | -0.5% | -$5.44万 | 减仓 |
| NU | NU HLDGS LTD | $1,052.21万 | 0.13% | 732,227 | 300,595 | 69.6% | $431.96万 | 加仓 |
| PL | PLANET LABS PBC | $1,083.35万 | 0.13% | 387,604 | 294,604 | 316.8% | $823.42万 | 加仓 |
| BE | BLOOM ENERGY CORP | $1,105.37万 | 0.13% | 81,583 | 77,414 | 1,856.9% | $1,048.88万 | 加仓 |
| LGN | LEGENCE CORP | $1,124.13万 | 0.13% | 199,102 | 199,102 | — | $1,124.13万 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $1,205.22万 | 0.14% | 37,499 | -150 | -0.4% | -$4.82万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $1,232.56万 | 0.15% | 1,074,592 | -34,003 | -3.1% | -$39.00万 | 减仓 |
| — | CHART INDS INC | $1,323.92万 | 0.16% | 64,035 | -84,101 | -56.8% | -$1,738.79万 | 减仓 |
| SIBN | SI BONE INC | $1,324.28万 | 0.16% | 1,048,516 | 634,558 | 153.3% | $801.45万 | 加仓 |
| FIG | FIGMA INC | $1,377.48万 | 0.17% | 651,597 | -15,935 | -2.4% | -$33.69万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,385.66万 | 0.17% | 27,732 | -3,781 | -12.0% | -$188.92万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1,410.32万 | 0.17% | 200,017 | -69,776 | -25.9% | -$491.99万 | 减仓 |
| GEV | GE VERNOVA INC | $1,439.15万 | 0.17% | 16,487 | -9,865 | -37.4% | -$861.12万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $1,524.73万 | 0.18% | 268,533 | 97,776 | 57.3% | $555.17万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $1,535.96万 | 0.18% | 486,526 | -167,422 | -25.6% | -$528.55万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1,538.53万 | 0.18% | 29,391 | -4,077 | -12.2% | -$213.42万 | 减仓 |
| WRB | BERKLEY W R CORP | $1,592.30万 | 0.19% | 240,239 | -1,525 | -0.6% | -$10.11万 | 减仓 |
| WWD | WOODWARD INC | $1,639.95万 | 0.20% | 45,819 | -693 | -1.5% | -$24.80万 | 减仓 |
| GKOS | GLAUKOS CORP | $1,646.08万 | 0.20% | 152,897 | -1,545 | -1.0% | -$16.63万 | 减仓 |
| AEHR | AEHR TEST SYS | $1,647.45万 | 0.20% | 444,296 | 126,348 | 39.7% | $468.50万 | 加仓 |
| GLW | CORNING INC | $1,698.81万 | 0.20% | 124,940 | 107,258 | 606.6% | $1,458.39万 | 加仓 |
| TEM | TEMPUS AI INC | $1,738.93万 | 0.21% | 384,548 | -192,226 | -33.3% | -$869.25万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $1,955.30万 | 0.23% | 271,758 | 63,456 | 30.5% | $456.57万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $1,960.92万 | 0.24% | 235,433 | -4,483 | -1.9% | -$37.34万 | 减仓 |
| AAPL | APPLE INC | $2,005.96万 | 0.24% | 79,040 | 42,297 | 115.1% | $1,073.46万 | 加仓 |