Gilder Gagnon Howe & Co LLC 13F 持仓 · 2026年Q2
Gilder Gagnon Howe & Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 274 只证券，申报市值合计 96.87 亿美元。前几大持仓：NVDA（4.96%）、NET（4.22%）、AMZN（4.14%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $480.7M | 4.96% | 2.4M | 减持 |
| 2 | NET | CLOUDFLARE INC | $409.2M | 4.22% | 1.7M | 减持 |
| 3 | AMZN | AMAZON COM INC | $401.4M | 4.14% | 1.7M | 减持 |
| 4 | NFLX | NETFLIX INC. | $285.5M | 2.95% | 4.0M | 减持 |
| 5 | PWR | QUANTA SVCS INC | $272.2M | 2.81% | 378,096 | 增持 |
| 6 | NBIS | NEBIUS GROUP N.V. | $240.5M | 2.48% | 870,776 | 减持 |
| 7 | TSLA | TESLA INC | $239.4M | 2.47% | 569,259 | 减持 |
| 8 | MU | MICRON TECHNOLOGY INC | $232.8M | 2.40% | 201,645 | 减持 |
| 9 | SHOP | SHOPIFY INC | $209.6M | 2.16% | 1.8M | 减持 |
| 10 | META | META PLATFORMS INC | $194.5M | 2.01% | 345,373 | 减持 |
| 11 | GOOGL | ALPHABET INC | $192.5M | 1.99% | 538,605 | 增持 |
| 12 | SITM | SITIME CORP | $179.3M | 1.85% | 240,532 | 减持 |
| 13 | ENPH | ENPHASE ENERGY INC | $171.3M | 1.77% | 3.5M | 增持 |
| 14 | ARM | ARM HOLDINGS PLC | $163.6M | 1.69% | 461,461 | 增持 |
| 15 | ISRG | INTUITIVE SURGICAL INC | $161.6M | 1.67% | 406,268 | 减持 |
| 16 | GOOG | ALPHABET INC | $152.2M | 1.57% | 430,815 | 增持 |
| 17 | HOOD | ROBINHOOD MKTS INC | $146.4M | 1.51% | 1.5M | 增持 |
| 18 | SN | SHARKNINJA INC | $142.4M | 1.47% | 935,238 | 减持 |
| 19 | NTRA | NATERA INC | $135.2M | 1.40% | 498,064 | 减持 |
| 20 | EMBJ | EMBRAER S.A. | $133.9M | 1.38% | 2.1M | 减持 |
| 21 | ANET | ARISTA NETWORKS INC | $129.7M | 1.34% | 763,296 | 减持 |
| 22 | INTC | INTEL CORP | $122.0M | 1.26% | 873,727 | 增持 |
| 23 | TSEM | TOWER SEMICONDUCTOR LTD | $120.9M | 1.25% | 464,018 | 减持 |
| 24 | TOST | TOAST INC | $110.1M | 1.14% | 4.0M | 减持 |
| 25 | TKO | TKO GROUP HOLDINGS INC | $108.2M | 1.12% | 537,438 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR