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 |
|---|---|---|---|---|---|---|---|---|
| CTMX | CYTOMX THERAPEUTICS INC. | $264.16万 | 0.03% | 704,423 | -415,886 | -37.1% | -$155.96万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $279.64万 | 0.03% | 8,543 | -592 | -6.5% | -$19.38万 | 减仓 |
| MDB | MONGODB INC | $293.51万 | 0.03% | 8,738 | -1,068 | -10.9% | -$35.87万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $305.96万 | 0.03% | 12,845 | 12,845 | — | $305.96万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $308.22万 | 0.03% | 51,924 | -7,734 | -13.0% | -$45.91万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $310.11万 | 0.03% | 25,153 | 5,783 | 29.9% | $71.30万 | 加仓 |
| QNT | QUANTINUUM INC | $312.02万 | 0.03% | 38,172 | 38,172 | — | $312.02万 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $318.82万 | 0.03% | 149,052 | -10,147 | -6.4% | -$21.70万 | 减仓 |
| IMNM | IMMUNOME INC | $322.65万 | 0.03% | 152,265 | -17,002 | -10.0% | -$36.03万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $325.79万 | 0.03% | 13,117 | -940 | -6.7% | -$23.35万 | 减仓 |
| ATEX | ANTERIX INC | $337.98万 | 0.03% | 32,833 | 32,833 | — | $337.98万 | 新建仓 |
| GTLB | GITLAB INC | $341.59万 | 0.04% | 111,886 | 111,886 | — | $341.59万 | 新建仓 |
| KRNT | KORNIT DIGITAL LTD | $347.86万 | 0.04% | 214,067 | -4,854 | -2.2% | -$7.89万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $348.11万 | 0.04% | 573,493 | -11,461 | -2.0% | -$6.96万 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $369.95万 | 0.04% | 113,065 | 438 | 0.4% | $1.43万 | 加仓 |
| PSNL | PERSONALIS INC | $373.18万 | 0.04% | 278,490 | 278,490 | — | $373.18万 | 新建仓 |
| PURR | HYPERLIQUID STRATEGIES INC | $377.15万 | 0.04% | 479,226 | 479,226 | — | $377.15万 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO | $378.90万 | 0.04% | 45,388 | -220 | -0.5% | -$1.84万 | 减仓 |
| — | TRISALUS LIFE SCIENCES INC | $386.79万 | 0.04% | 850,081 | -38,434 | -4.3% | -$17.49万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $396.85万 | 0.04% | 21,190 | 21,190 | — | $396.85万 | 新建仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $396.87万 | 0.04% | 198,633 | 3,986 | 2.0% | $7.96万 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $400.60万 | 0.04% | 56,590 | 56,590 | — | $400.60万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $424.36万 | 0.04% | 23,175 | -5,355 | -18.8% | -$98.06万 | 减仓 |
| EME | EMCOR GROUP INC | $434.03万 | 0.04% | 5,230 | -56 | -1.1% | -$4.65万 | 减仓 |
| BETA | BETA TECHNOLOGIES INC | $441.81万 | 0.05% | 263,765 | -119,489 | -31.2% | -$200.14万 | 减仓 |
| IAUX | I-80 GOLD CORP | $443.12万 | 0.05% | 3,077,206 | -61,339 | -2.0% | -$8.83万 | 减仓 |
| NU | NU HLDGS LTD | $453.45万 | 0.05% | 339,406 | -392,821 | -53.6% | -$524.81万 | 减仓 |
| PI | IMPINJ INC | $456.10万 | 0.05% | 31,844 | 6,254 | 24.4% | $89.58万 | 加仓 |
| SMTC | SEMTECH CORP | $460.33万 | 0.05% | 28,442 | 811 | 2.9% | $13.13万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $464.30万 | 0.05% | 133,921 | 3,968 | 3.1% | $13.76万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $472.92万 | 0.05% | 800,209 | -111,504 | -12.2% | -$65.90万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $485.57万 | 0.05% | 185,474 | -23,283 | -11.2% | -$60.95万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $495.12万 | 0.05% | 30,318 | 13,350 | 78.7% | $218.02万 | 加仓 |
| HEI | HEICO CORP NEW | $498.42万 | 0.05% | 13,993 | -25 | -0.2% | -$8,905 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $507.98万 | 0.05% | 45,226 | -706 | -1.5% | -$7.93万 | 减仓 |
| CLS | CELESTICA INC | $524.18万 | 0.05% | 14,369 | 14,369 | — | $524.18万 | 新建仓 |
| MUSA | MURPHY USA INC | $524.97万 | 0.05% | 9,742 | -88 | -0.9% | -$4.74万 | 减仓 |
| WMT | WALMART INC | $530.56万 | 0.05% | 46,844 | -10,032 | -17.6% | -$113.62万 | 减仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $530.88万 | 0.05% | 90,982 | -226 | -0.2% | -$1.32万 | 减仓 |
| TWFG | TWFG INC | $531.94万 | 0.05% | 221,180 | -2,459 | -1.1% | -$5.91万 | 减仓 |
| V | VISA INC | $540.98万 | 0.06% | 15,768 | 15,768 | — | $540.98万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $579.99万 | 0.06% | 6,200 | -382 | -5.8% | -$35.73万 | 减仓 |
| EZPW | EZCORP INC | $585.84万 | 0.06% | 169,465 | -1,275 | -0.7% | -$4.41万 | 减仓 |
| BV | BRIGHTVIEW HLDGS INC | $590.87万 | 0.06% | 416,989 | -115,020 | -21.6% | -$162.98万 | 减仓 |
| YOU | CLEAR SECURE INC | $613.40万 | 0.06% | 110,067 | -6,320 | -5.4% | -$35.22万 | 减仓 |
| AGI | ALAMOS GOLD INC | $615.38万 | 0.06% | 202,827 | 46,370 | 29.6% | $140.69万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $619.82万 | 0.06% | 18,512 | -843 | -4.4% | -$28.23万 | 减仓 |
| VMC | VULCAN MATLS CO | $628.05万 | 0.06% | 21,289 | -214 | -1.0% | -$6.31万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $637.10万 | 0.07% | 18,503 | -539 | -2.8% | -$18.56万 | 减仓 |
| JBL | JABIL INC | $650.65万 | 0.07% | 16,879 | 16,879 | — | $650.65万 | 新建仓 |
| LMND | LEMONADE INC | $666.77万 | 0.07% | 102,501 | -1,233 | -1.2% | -$8.02万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $676.79万 | 0.07% | 803,792 | 710,890 | 765.2% | $598.57万 | 加仓 |
| NOW | SERVICENOW INC | $731.42万 | 0.08% | 73,672 | 20,283 | 38.0% | $201.37万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $736.66万 | 0.08% | 41,166 | -138 | -0.3% | -$2.47万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $741.79万 | 0.08% | 45,350 | -5,452 | -10.7% | -$89.18万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $759.37万 | 0.08% | 224,070 | -17,405 | -7.2% | -$58.99万 | 减仓 |
| HEI/A | HEICO CORP NEW | $767.53万 | 0.08% | 29,760 | -286 | -1.0% | -$7.38万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $794.61万 | 0.08% | 148,028 | -1,000 | -0.7% | -$5.37万 | 减仓 |
| SKM | SK TELECOM CO LTD | $811.46万 | 0.08% | 252,320 | 252,320 | — | $811.46万 | 新建仓 |
| MCO | MOODYS CORP | $864.44万 | 0.09% | 19,086 | -3,079 | -13.9% | -$139.45万 | 减仓 |
| HUT | HUT 8 CORP | $874.50万 | 0.09% | 75,750 | 14,354 | 23.4% | $165.71万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $885.64万 | 0.09% | 93,088 | -3,553 | -3.7% | -$33.80万 | 减仓 |
| ONEW | ONEWATER MARINE INC | $891.88万 | 0.09% | 791,375 | -9,872 | -1.2% | -$11.13万 | 减仓 |
| AVEX | AEVEX CORP | $900.97万 | 0.09% | 431,291 | 431,291 | — | $900.97万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $909.04万 | 0.09% | 32,326 | 10,500 | 48.1% | $295.27万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $921.53万 | 0.10% | 36,864 | 36,864 | — | $921.53万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $926.93万 | 0.10% | 91,188 | 67,532 | 285.5% | $686.46万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $957.94万 | 0.10% | 308,018 | -3,487 | -1.1% | -$10.84万 | 减仓 |
| AEHR | AEHR TEST SYS | $962.56万 | 0.10% | 100,204 | -344,092 | -77.4% | -$3,305.35万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $963.39万 | 0.10% | 82,574 | -192,749 | -70.0% | -$2,248.80万 | 减仓 |
| CB | CHUBB LIMITED | $974.35万 | 0.10% | 28,595 | -78 | -0.3% | -$2.66万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $985.92万 | 0.10% | 197,738 | -2,279 | -1.1% | -$11.36万 | 减仓 |
| GLW | CORNING INC | $992.93万 | 0.10% | 38,873 | -86,067 | -68.9% | -$2,198.41万 | 减仓 |
| LGIH | LGI HOMES INC | $1,086.24万 | 0.11% | 170,578 | -2,460 | -1.4% | -$15.67万 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC | $1,087.89万 | 0.11% | 783,783 | 284,493 | 57.0% | $394.88万 | 加仓 |
| EVER | EVERQUOTE INC | $1,094.52万 | 0.11% | 460,075 | 385,653 | 518.2% | $917.47万 | 加仓 |
| MAMA | MAMAS CREATIONS INC | $1,126.74万 | 0.12% | 631,225 | 397,872 | 170.5% | $710.20万 | 加仓 |
| MANE | VERADERMICS INC | $1,166.26万 | 0.12% | 94,864 | 94,864 | — | $1,166.26万 | 新建仓 |
| OPCH | OPTION CARE HEALTH INC | $1,173.70万 | 0.12% | 559,706 | -241,436 | -30.1% | -$506.29万 | 减仓 |
| HNGE | HINGE HEALTH INC | $1,178.80万 | 0.12% | 142,024 | -8,525 | -5.7% | -$70.76万 | 减仓 |
| COCO | VITA COCO CO INC | $1,182.41万 | 0.12% | 178,774 | -3,143 | -1.7% | -$20.79万 | 减仓 |
| REAL | THE REALREAL INC | $1,195.86万 | 0.12% | 1,014,304 | 963,076 | 1,880.0% | $1,135.47万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $1,228.17万 | 0.13% | 480,127 | -6,399 | -1.3% | -$16.37万 | 减仓 |
| WWD | WOODWARD INC | $1,237.22万 | 0.13% | 29,081 | -16,738 | -36.5% | -$712.10万 | 减仓 |
| PL | PLANET LABS PBC | $1,244.48万 | 0.13% | 375,636 | -11,968 | -3.1% | -$39.65万 | 减仓 |
| DPC | DPC HOLDINGS PLC | $1,297.42万 | 0.13% | 264,456 | 264,456 | — | $1,297.42万 | 新建仓 |
| — | CHART INDS INC | $1,309.30万 | 0.14% | 62,664 | -1,371 | -2.1% | -$28.65万 | 减仓 |
| DDOG | DATADOG INC | $1,341.82万 | 0.14% | 51,537 | -20,262 | -28.2% | -$527.54万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $1,369.71万 | 0.14% | 185,472 | 185,472 | — | $1,369.71万 | 新建仓 |
| AMBQ | AMBIQ MICRO INC | $1,409.47万 | 0.15% | 159,623 | 50,046 | 45.7% | $441.91万 | 加仓 |
| SNOW | SNOWFLAKE INC | $1,427.57万 | 0.15% | 56,093 | 4,493 | 8.7% | $114.35万 | 重新持有 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $1,429.14万 | 0.15% | 35,565 | -1,934 | -5.2% | -$77.72万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $1,497.68万 | 0.15% | 40,296 | 168 | 0.4% | $6.24万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1,534.23万 | 0.16% | 28,573 | -818 | -2.8% | -$43.92万 | 减仓 |
| GH | GUARDANT HEALTH INC | $1,570.74万 | 0.16% | 104,695 | 104,695 | — | $1,570.74万 | 新建仓 |
| GEV | GE VERNOVA INC | $1,606.15万 | 0.17% | 13,671 | -2,816 | -17.1% | -$330.84万 | 减仓 |
| WRB | BERKLEY W R CORP | $1,691.46万 | 0.17% | 239,821 | -418 | -0.2% | -$2.95万 | 减仓 |
| QCOM | QUALCOMM INC | $1,715.50万 | 0.18% | 92,835 | 92,835 | — | $1,715.50万 | 新建仓 |
| ALNT | ALLIENT INC | $1,752.52万 | 0.18% | 170,263 | -1,594 | -0.9% | -$16.41万 | 减仓 |
| TEM | TEMPUS AI INC | $2,003.97万 | 0.21% | 345,929 | -38,619 | -10.0% | -$223.72万 | 减仓 |