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 |
|---|---|---|---|---|---|---|---|---|
| OPCH | OPTION CARE HEALTH INC | $2,156.67万 | 0.26% | 801,142 | -7,466 | -0.9% | -$20.10万 | 减仓 |
| CYTK | CYTOKINETICS INC | $2,181.55万 | 0.26% | 330,989 | -54,831 | -14.2% | -$361.39万 | 减仓 |
| C | CITIGROUP INC | $2,197.16万 | 0.26% | 193,736 | -19,794 | -9.3% | -$224.48万 | 减仓 |
| INTC | INTEL CORP | $2,299.71万 | 0.28% | 521,122 | 521,122 | — | $2,299.71万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $2,305.74万 | 0.28% | 408,023 | 163,978 | 67.2% | $926.64万 | 加仓 |
| VIA | VIA TRANSN INC | $2,309.36万 | 0.28% | 1,539,571 | 301,742 | 24.4% | $452.61万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $2,489.54万 | 0.30% | 21,481 | -4,054 | -15.9% | -$469.84万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $2,525.73万 | 0.30% | 440,868 | -26,001 | -5.6% | -$148.96万 | 减仓 |
| ROKU | ROKU INC | $2,576.85万 | 0.31% | 272,337 | -208,962 | -43.4% | -$1,977.20万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,687.55万 | 0.32% | 79,525 | 15,421 | 24.1% | $521.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,879.44万 | 0.35% | 77,787 | -84,909 | -52.2% | -$3,143.08万 | 减仓 |
| IGIC | INTL GNRL INSURANCE HLDNGS L | $2,940.39万 | 0.35% | 1,213,785 | -6,331 | -0.5% | -$15.34万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $2,975.29万 | 0.36% | 180,168 | -2,156 | -1.2% | -$35.60万 | 减仓 |
| PRCH | PORCH GROUP INC | $2,993.42万 | 0.36% | 4,174,917 | -172,456 | -4.0% | -$123.65万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $3,121.33万 | 0.37% | 420,325 | -37,652 | -8.2% | -$279.60万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $3,141.18万 | 0.38% | 407,258 | -104,088 | -20.4% | -$802.83万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $3,199.96万 | 0.38% | 240,400 | -44,442 | -15.6% | -$591.57万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $3,230.96万 | 0.39% | 1,833,691 | -23,448 | -1.3% | -$41.32万 | 减仓 |
| GE | GE AEROSPACE | $3,309.33万 | 0.40% | 116,620 | -17,652 | -13.1% | -$500.91万 | 减仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $3,415.28万 | 0.41% | 2,437,743 | -239,182 | -8.9% | -$335.09万 | 减仓 |
| XMTR | XOMETRY INC | $3,762.10万 | 0.45% | 921,181 | -100,874 | -9.9% | -$411.97万 | 减仓 |
| TTAN | SERVICETITAN INC | $3,773.74万 | 0.45% | 594,665 | -3,004 | -0.5% | -$19.06万 | 减仓 |
| CALX | CALIX INC | $3,816.77万 | 0.46% | 779,092 | -108,835 | -12.3% | -$533.18万 | 减仓 |
| TLN | TALEN ENERGY CORP | $3,836.54万 | 0.46% | 120,181 | -3,340 | -2.7% | -$106.62万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $3,852.02万 | 0.46% | 455,375 | -19,640 | -4.1% | -$166.13万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $3,945.63万 | 0.47% | 1,193,114 | 1,193,114 | — | $3,945.63万 | 新建仓 |
| HUBS | HUBSPOT INC | $3,949.97万 | 0.47% | 161,818 | -4,120 | -2.5% | -$100.57万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4,027.42万 | 0.48% | 275,323 | 33,604 | 13.9% | $491.56万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $4,072.05万 | 0.49% | 69,173 | -9,380 | -11.9% | -$552.18万 | 减仓 |
| APPF | APPFOLIO INC | $4,187.44万 | 0.50% | 265,330 | -154,101 | -36.7% | -$2,432.02万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $4,202.07万 | 0.50% | 171,513 | -16,500 | -8.8% | -$404.25万 | 减仓 |
| TBN | TAMBORAN RES CORP | $4,204.47万 | 0.50% | 841,063 | 46,415 | 5.8% | $232.03万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $4,389.58万 | 0.53% | 958,005 | 5,096 | 0.5% | $23.35万 | 加仓 |
| LASR | NLIGHT INC | $4,483.40万 | 0.54% | 786,285 | 786,285 | — | $4,483.40万 | 新建仓 |
| FRPT | FRESHPET INC | $4,767.30万 | 0.57% | 808,566 | -246,574 | -23.4% | -$1,453.80万 | 减仓 |
| MDA | MDA SPACE LTD | $4,892.23万 | 0.59% | 1,932,161 | 1,932,161 | — | $4,892.23万 | 新建仓 |
| ARX | ACCELERANT HOLDINGS | $5,001.13万 | 0.60% | 3,743,364 | 40,286 | 1.1% | $53.82万 | 加仓 |
| DUOL | DUOLINGO INC | $5,012.78万 | 0.60% | 508,550 | 2,419 | 0.5% | $23.84万 | 加仓 |
| RDDT | REDDIT INC | $5,065.38万 | 0.61% | 376,189 | -35,353 | -8.6% | -$476.03万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $5,090.21万 | 0.61% | 347,787 | -10,159 | -2.8% | -$148.69万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5,339.11万 | 0.64% | 3,547,581 | -54,375 | -1.5% | -$81.83万 | 减仓 |
| ABNB | AIRBNB INC | $5,362.85万 | 0.64% | 424,679 | -7,874 | -1.8% | -$99.43万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $5,696.82万 | 0.68% | 117,482 | -12,401 | -9.5% | -$601.34万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $5,704.02万 | 0.68% | 202,940 | -4,362 | -2.1% | -$122.60万 | 减仓 |
| POOL | POOL CORP | $5,704.68万 | 0.68% | 281,950 | 1,093 | 0.4% | $22.11万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $5,857.94万 | 0.70% | 194,726 | -64,344 | -24.8% | -$1,935.66万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $6,176.11万 | 0.74% | 408,257 | 41,528 | 11.3% | $628.24万 | 加仓 |
| SPNT | SIRIUSPOINT LTD | $6,345.26万 | 0.76% | 2,945,802 | -348,073 | -10.6% | -$749.75万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $6,554.56万 | 0.79% | 1,930,651 | -74,492 | -3.7% | -$252.90万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $6,591.51万 | 0.79% | 561,457 | 311 | 0.1% | $3.65万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $8,115.50万 | 0.97% | 2,146,391 | 2,113,519 | 6,429.5% | $7,991.22万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $8,273.29万 | 0.99% | 471,466 | -488 | -0.1% | -$8.56万 | 减仓 |
| FNV | FRANCO NEV CORP | $8,342.88万 | 1.00% | 337,700 | -3,437 | -1.0% | -$84.91万 | 减仓 |
| GAP | GAP INC | $8,886.36万 | 1.07% | 3,672,048 | -63,060 | -1.7% | -$152.61万 | 减仓 |
| TBBB | BBB FOODS INC | $9,034.29万 | 1.08% | 2,554,224 | 42,814 | 1.7% | $151.43万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $9,267.41万 | 1.11% | 280,092 | -39,213 | -12.3% | -$1,297.44万 | 减仓 |
| ESLT | ELBIT SYS LTD | $9,482.98万 | 1.14% | 111,684 | 4,560 | 4.3% | $387.19万 | 加仓 |
| RBLX | ROBLOX CORP | $9,505.24万 | 1.14% | 1,680,558 | -21,552 | -1.3% | -$121.90万 | 减仓 |
| MELI | MERCADOLIBRE INC | $9,605.10万 | 1.15% | 55,552 | 789 | 1.4% | $136.42万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $9,788.28万 | 1.17% | 797,221 | -19,310 | -2.4% | -$237.09万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $9,868.54万 | 1.18% | 951,093 | -62,893 | -6.2% | -$652.58万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $1.00亿 | 1.20% | 1,447,235 | 674,289 | 87.2% | $4,672.82万 | 加仓 |
| SN | SHARKNINJA INC | $1.01亿 | 1.22% | 957,107 | -33,517 | -3.4% | -$354.95万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $1.01亿 | 1.22% | 4,304,010 | -149,846 | -3.4% | -$353.04万 | 减仓 |
| SHAK | SHAKE SHACK INC | $1.02亿 | 1.23% | 1,155,577 | -113,539 | -8.9% | -$1,004.48万 | 减仓 |
| TOST | TOAST INC | $1.08亿 | 1.29% | 4,069,162 | -321,402 | -7.3% | -$852.04万 | 减仓 |
| SITM | SITIME CORP | $1.13亿 | 1.35% | 326,068 | -45,226 | -12.2% | -$1,561.88万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1.14亿 | 1.36% | 1,356,477 | 7,856 | 0.6% | $65.78万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $1.14亿 | 1.37% | 564,911 | -129,689 | -18.7% | -$2,615.18万 | 减仓 |
| QXO | QXO INC | $1.16亿 | 1.40% | 5,988,681 | -237,374 | -3.8% | -$460.98万 | 减仓 |
| GOOG | ALPHABET INC | $1.20亿 | 1.44% | 419,748 | 29,966 | 7.7% | $859.60万 | 加仓 |
| EMBJ | EMBRAER S.A. | $1.26亿 | 1.51% | 2,119,373 | -203,922 | -8.8% | -$1,210.07万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1.30亿 | 1.56% | 385,605 | -110,729 | -22.3% | -$3,740.87万 | 减仓 |
| ECHO | ECHOSTAR CORP | $1.37亿 | 1.65% | 1,173,977 | 244,585 | 26.3% | $2,863.36万 | 加仓 |
| GOOGL | ALPHABET INC | $1.38亿 | 1.65% | 478,792 | -7,017 | -1.4% | -$201.78万 | 减仓 |
| NTRA | NATERA INC | $1.51亿 | 1.81% | 755,275 | -73,025 | -8.8% | -$1,460.43万 | 减仓 |
| PWR | QUANTA SVCS INC | $2.05亿 | 2.46% | 373,698 | 331 | 0.1% | $18.17万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2.07亿 | 2.49% | 449,557 | -23,988 | -5.1% | -$1,105.82万 | 减仓 |
| META | META PLATFORMS INC | $2.25亿 | 2.70% | 394,067 | -16,190 | -3.9% | -$926.28万 | 减仓 |
| TSLA | TESLA INC | $2.30亿 | 2.76% | 619,700 | -106,797 | -14.7% | -$3,970.18万 | 减仓 |
| SHOP | SHOPIFY INC | $2.56亿 | 3.07% | 2,154,743 | -23,653 | -1.1% | -$280.57万 | 减仓 |
| AMZN | AMAZON COM INC | $3.65亿 | 4.38% | 1,751,990 | -47,619 | -2.6% | -$991.76万 | 减仓 |
| NET | CLOUDFLARE INC | $3.67亿 | 4.40% | 1,778,168 | 23,707 | 1.4% | $489.17万 | 加仓 |
| NFLX | NETFLIX INC. | $4.03亿 | 4.84% | 4,191,843 | -173,533 | -4.0% | -$1,668.52万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4.42亿 | 5.30% | 2,532,418 | -47,291 | -1.8% | -$824.76万 | 减仓 |