13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0000902464
申报总市值
US$96.9亿
US$96.9亿
251 檔
18.0%
Gilder Gagnon Howe & Co LLC 在 Q2 2024 季度的美股仓位总计估值为 US$96.9亿，分散于 251 个持仓标的之中，反映其市场参与广度与投资规模。
Gilder Gagnon Howe & Co LLC 在 Q2 2024 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 17 档持股的同时，亦同步清仓 5 档并减仓 22 档标的。
在资产配置集中度方面，Gilder Gagnon Howe & Co LLC 的前 5 大核心持股（包含 NVDA, AMZN, NFLX 等）合计占整体申报市值的 18.0%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 251 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 5.57% | -0.34% | +672.28% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.95% | -0.24% | +0.14% | |
| 3 | NFLX | Netflix Inc | 股票-通信服务 | 4.47% | -1.89% | -5.78% | |
| 4 | TSLA | Tesla Inc | 股票-周期性消费 | 3.55% | -0.29% | +0.66% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.30% | -0.69% | -0.89% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.86% | — | -3.98% | |
| 7 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 2.64% | -0.82% | +9.15% | |
| 8 | FRPT | Freshpet Inc | 股票-非周期性消费 | 2.52% | -0.19% | -0.65% | |
| 9 | NET | Cloudflare Inc - Class A | 股票-科技 | 2.42% | -0.18% | -1.30% | |
| 10 | DUOL | Duolingo | 股票-科技 | 2.05% | — | -2.41% | |
| 11 | NTRA | Natera Inc | 股票-医疗保健 | 1.88% | -0.41% | +34.30% | |
| 12 | SHAK | Shake Shack Inc - Class A | 股票-周期性消费 | 1.77% | -1.23% | EXIT | |
| 13 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.74% | — | -1.41% | |
| 14 | HUBS | Hubspot Inc | 股票-科技 | 1.73% | +0.04% | -1.06% | |
| 15 | APPF | Appfolio Inc - A | 股票-科技 | 1.72% | -0.09% | -1.66% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | -0.07% | -3.36% | |
| 17 | PWR | Quanta Services Inc | 股票-工业 | 1.41% | +0.35% | +2.33% | |
| 18 | MDB | Mongodb Inc | 股票-科技 | 1.39% | — | -7.28% | |
| 19 | DKS | Dick's Sporting Goods Inc | 股票-周期性消费 | 1.31% | — | -2.98% | |
| 20 | ALNY | Alnylam Pharmaceuticals Inc | 股票-医疗保健 | 1.21% | -0.27% | -1.62% | |
| 21 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.20% | -0.22% | +4.25% | |
| 22 | POOL | Pool CORP | 股票-工业 | 1.19% | -0.16% | -0.58% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.18% | +0.34% | -0.55% | |
| 24 | ADBE | Adobe Inc | 股票-科技 | 1.16% | — | -5.96% | |
| 25 | TOST | Toast Inc-class A | 股票-科技 | 1.11% | -0.15% | +27.01% | |
| 26 | PCOR | Procore Technologies Inc | 股票-科技 | 1.11% | — | -4.02% | |
| 27 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.09% | -0.01% | EXIT | |
| 28 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.09% | -0.91% | +0.04% | |
| 29 | KNF | Knife River CORP | 股票-原材料 | 1.04% | — | -1.44% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.99% | — | -4.74% | |
| 31 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.97% | +0.07% | +13.52% | |
| 32 | GKOS | Glaukos CORP | 股票-医疗保健 | 0.94% | +0.02% | +57.18% | |
| 33 | OSCR | Oscar Health Inc - Class A | 股票-医疗保健 | 0.94% | +0.15% | +12.16% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.93% | +0.13% | -4.24% | |
| 35 | FND | Floor & Decor Holdings Inc-a | 股票-周期性消费 | 0.92% | -0.01% | +0.61% | |
| 36 | NYT | New York Times Co-a | 股票-通信服务 | 0.89% | -0.39% | -5.24% | |
| 37 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.82% | -0.14% | -0.26% | |
| 38 | TBBB | BBB Foods Inc. | 股票-其他 | 0.80% | — | +177.64% | |
| 39 | BOOT | Boot Barn Holdings Inc | 股票-周期性消费 | 0.78% | -0.03% | -0.45% | |
| 40 | TKO | Tko Group Holdings Inc | 股票-通信服务 | 0.77% | -0.25% | -0.56% | |
| 41 | RBLX | Roblox CORP -class A | 股票-通信服务 | 0.75% | -0.67% | -11.39% | |
| 42 | EPAM | Epam Systems Inc | 股票-科技 | 0.73% | — | +21.56% | |
| 43 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 0.70% | -0.38% | EXIT | |
| 44 | FWRG | First Watch Restaurant Group | 股票-其他 | 0.67% | -0.07% | -14.16% | |
| 45 | EMBJ | Embraer Sa-spon Adr | 股票-工业 | 0.67% | -0.13% | — | |
| 46 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.66% | -0.23% | +11.45% | |
| 47 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.66% | +0.95% | +20.53% | |
| 48 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.65% | -0.38% | +0.52% | |
| 49 | DXCM | Dexcom Inc | 股票-医疗保健 | 0.62% | — | -6.81% | |
| 50 | TNDM | Tandem Diabetes Care Inc | 股票-其他 | 0.52% | — | +14.63% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BSX | Boston Scientific CORP | +1.1% | NEW | 新建仓 |
| 2 | NTRA | Natera Inc | +0.7% | +34.30% | 加仓 |
| 3 | EMBJ | Embraer Sa-spon Adr | +0.7% | NEW | 新建仓 |
| 4 | TBBB | BBB Foods Inc. | +0.5% | +177.64% | 加仓 |
| 5 | ISRG | Intuitive Surgical Inc | +0.5% | +9.15% | 加仓 |
| 6 | GKOS | Glaukos CORP | +0.5% | +57.18% | 加仓 |
| 7 | ALNY | Alnylam Pharmaceuticals Inc | +0.5% | -1.62% | 减仓 |
| 8 | RIVN | Rivian Automotive Inc-a | +0.5% | NEW | 新建仓 |
| 9 | TSLA | Tesla Inc | +0.4% | +0.66% | 加仓 |
| 10 | LOAR | Loar Holdings Inc | +0.4% | NEW | 新建仓 |
| 11 | AMZN | Amazon.com Inc | +0.4% | +0.14% | 加仓 |
| 12 | RBRK | Rubrik Inc-a | +0.3% | NEW | 新建仓 |
| 13 | WRBY | Warby Parker Inc-class A | +0.3% | +221.03% | 加仓 |
| 14 | LLY | Eli Lilly & Co | +0.3% | -3.98% | 减仓 |
| 15 | NVDA | Nvidia CORP | +0.3% | +672.28% | 加仓 |
| 16 | GAP | Gap Inc/the | +0.3% | NEW | 新建仓 |
| 17 | ANETEUR | Arista Networks Inc | +0.3% | -1.41% | 减仓 |
| 18 | TOST | Toast Inc-class A | +0.3% | +27.01% | 加仓 |
| 19 | FRPT | Freshpet Inc | +0.3% | -0.65% | 减仓 |
| 20 | ARM | Arm Holdings Plc-adr | +0.3% | +20.53% | 加仓 |
| 21 | DDOG | Datadog Inc - Class A | +0.2% | +96.18% | 加仓 |
| 22 | NFLX | Netflix Inc | +0.2% | -5.78% | 减仓 |
| 23 | BOOT | Boot Barn Holdings Inc | +0.2% | -0.45% | 减仓 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.55% | 减仓 |
| 25 | TXRH | Texas Roadhouse Inc | +0.2% | +136.57% | 加仓 |
| 26 | SPOT | Spotify Technology S.A. | +0.2% | +11.45% | 加仓 |
| 27 | RXST | Rxsight Inc | +0.2% | +32.05% | 加仓 |
| 28 | DUOL | Duolingo | -0.2% | -2.41% | 减仓 |
| 29 | VLRS | Controladora Vuela Cia-adr | -0.2% | EXIT | 清仓 |
| 30 | COUR | Coursera Inc | -0.2% | +0.10% | 加仓 |
| 31 | SHOP | Shopify Inc - Class A | -0.2% | +0.04% | 加仓 |
| 32 | KNF | Knife River CORP | -0.2% | -1.44% | 减仓 |
| 33 | LULU | Lululemon Athletica Inc | -0.2% | EXIT | 清仓 |
| 34 | GTLS | Chart Industries Inc | -0.2% | -19.27% | 减仓 |
| 35 | DXCM | Dexcom Inc | -0.2% | -6.81% | 减仓 |
| 36 | QTRX | Quanterix CORP | -0.2% | -20.54% | 减仓 |
| 37 | PANW | Palo Alto Networks Inc | -0.2% | EXIT | 清仓 |
| 38 | TXG | 10x Genomics Inc-class A | -0.2% | -95.16% | 减仓 |
| 39 | GTLB | Gitlab Inc-cl A | -0.3% | -75.17% | 减仓 |
| 40 | FND | Floor & Decor Holdings Inc-a | -0.3% | +0.61% | 加仓 |
| 41 | INSP | Inspire Medical Systems Inc | -0.3% | -4.01% | 减仓 |
| 42 | DNLI | Denali Therapeutics Inc | -0.3% | EXIT | 清仓 |
| 43 | PCOR | Procore Technologies Inc | -0.3% | -4.02% | 减仓 |
| 44 | SHAK | Shake Shack Inc - Class A | -0.4% | -4.77% | 减仓 |
| 45 | POOL | Pool CORP | -0.4% | -0.58% | 减仓 |
| 46 | FWRG | First Watch Restaurant Group | -0.4% | -14.16% | 减仓 |
| 47 | NET | Cloudflare Inc - Class A | -0.4% | -1.30% | 减仓 |
| 48 | MDB | Mongodb Inc | -0.8% | -7.28% | 减仓 |
| 49 | INTC | Intel CORP | -1.1% | -64.53% | 减仓 |
| 50 | SWAVUSD | Shockwave Medical Inc | -2.1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Gilder Gagnon Howe & Co LLC 在 Q2 2024 季度的美股持仓总市值约为 US$96.9亿，共申报了 251 个公开持股仓位。
在 Q2 2024 季度，Gilder Gagnon Howe & Co LLC 按市值排列的前三大核心持股分别为：NVDA (5.6%)、AMZN (5.0%)、NFLX (4.5%)。其中最大持股仓位 NVDA 占据整体投资组合约 5.6% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
BSX
市值: US$8692.4万
本季最大获利了结 / 清仓标的
SWAVUSD
前期市值: US$1.7亿
在 Q2 2024 季度中，Gilder Gagnon Howe & Co LLC 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 17 个仓位、减仓 22 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 BSX。 本季清仓仓位包含 SWAVUSD。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。