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。
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CIK: 0000902464
申报总市值
US$96.9亿
US$96.9亿
254 檔
22.5%
在 Q4 2024 的 13F 官方备案中，Gilder Gagnon Howe & Co LLC 管理的美股投资组合规模来到 US$96.9亿，整体持股档数为 254 档。
在 Q4 2024，Gilder Gagnon Howe & Co LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 97 个仓位并完全清仓 19 档持股，调降曝光的仓位数量高于加仓动作。
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 TSLA, NFLX, AMZN 等）合计占整体申报市值的 22.5%，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 254 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 | TSLA | Tesla Inc | 股票-周期性消费 | 6.01% | -0.29% | -2.30% | |
| 2 | NFLX | Netflix Inc | 股票-通信服务 | 4.83% | -1.89% | -2.68% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.75% | -0.24% | -3.67% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.72% | -0.34% | -4.31% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.15% | -0.69% | -1.70% | |
| 6 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 2.67% | -0.82% | -0.59% | |
| 7 | NET | Cloudflare Inc - Class A | 股票-科技 | 2.60% | -0.18% | -2.09% | |
| 8 | FRPT | Freshpet Inc | 股票-非周期性消费 | 2.43% | -0.19% | +0.06% | |
| 9 | DUOL | Duolingo | 股票-科技 | 2.38% | — | -8.59% | |
| 10 | NTRA | Natera Inc | 股票-医疗保健 | 2.20% | -0.41% | -7.46% | |
| 11 | SHAK | Shake Shack Inc - Class A | 股票-周期性消费 | 2.05% | -1.23% | EXIT | |
| 12 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.72% | -0.91% | -5.36% | |
| 13 | HUBS | Hubspot Inc | 股票-科技 | 1.69% | +0.04% | -2.44% | |
| 14 | PWR | Quanta Services Inc | 股票-工业 | 1.64% | +0.35% | -1.85% | |
| 15 | TOST | Toast Inc-class A | 股票-科技 | 1.59% | -0.15% | +12.41% | |
| 16 | APPF | Appfolio Inc - A | 股票-科技 | 1.52% | -0.09% | +4.67% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.44% | — | -20.30% | |
| 18 | ANET | Arista Networks Inc | 股票-科技 | 1.41% | +0.17% | — | |
| 19 | GKOS | Glaukos CORP | 股票-医疗保健 | 1.33% | +0.02% | +25.31% | |
| 20 | KNF | Knife River CORP | 股票-原材料 | 1.22% | — | -2.10% | |
| 21 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.17% | -0.01% | EXIT | |
| 22 | GAP | Gap Inc/the | 股票-周期性消费 | 1.14% | -0.36% | +255.47% | |
| 23 | DKS | Dick's Sporting Goods Inc | 股票-周期性消费 | 1.14% | — | -3.06% | |
| 24 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.09% | -0.22% | +10.53% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | -0.07% | -8.33% | |
| 26 | POOL | Pool CORP | 股票-工业 | 1.05% | -0.16% | -1.08% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.04% | +0.34% | -1.21% | |
| 28 | TKO | Tko Group Holdings Inc | 股票-通信服务 | 1.03% | -0.25% | +18.75% | |
| 29 | RBLX | Roblox CORP -class A | 股票-通信服务 | 1.01% | -0.67% | +0.89% | |
| 30 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.97% | -0.14% | -1.90% | |
| 31 | EMBJ | Embraer Sa-spon Adr | 股票-工业 | 0.96% | -0.13% | +19.04% | |
| 32 | ALNY | Alnylam Pharmaceuticals Inc | 股票-医疗保健 | 0.93% | -0.27% | -4.83% | |
| 33 | NYT | New York Times Co-a | 股票-通信服务 | 0.93% | -0.39% | +19.37% | |
| 34 | PCOR | Procore Technologies Inc | 股票-科技 | 0.92% | — | -0.61% | |
| 35 | OSCR | Oscar Health Inc - Class A | 股票-医疗保健 | 0.92% | +0.15% | +51.41% | |
| 36 | MDB | Mongodb Inc | 股票-科技 | 0.92% | — | -1.30% | |
| 37 | TBBB | BBB Foods Inc. | 股票-其他 | 0.87% | — | +3.05% | |
| 38 | SITM | Sitime CORP | 股票-科技 | 0.87% | +0.50% | -2.02% | |
| 39 | CRM | Salesforce Inc | 股票-科技 | 0.86% | — | -1.81% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.82% | +0.13% | +1.05% | |
| 41 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 0.80% | -0.38% | EXIT | |
| 42 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.79% | -0.23% | -1.00% | |
| 43 | BOOT | Boot Barn Holdings Inc | 股票-周期性消费 | 0.78% | -0.03% | +0.14% | |
| 44 | EPAM | Epam Systems Inc | 股票-科技 | 0.72% | — | -1.77% | |
| 45 | FND | Floor & Decor Holdings Inc-a | 股票-周期性消费 | 0.71% | -0.01% | -1.71% | |
| 46 | ROKU | Roku Inc | 股票-通信服务 | 0.69% | -0.31% | EXIT | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.62% | — | +10.26% | |
| 48 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.61% | -0.38% | -13.82% | |
| 49 | ARQT | Arcutis Biotherapeutics Inc | 股票-其他 | 0.59% | -0.86% | +9.82% | |
| 50 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.56% | +0.07% | -2.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +1.6% | -2.30% | 减仓 |
| 2 | ANET | Arista Networks Inc | +1.4% | NEW | 新建仓 |
| 3 | GAP | Gap Inc/the | +0.8% | +255.47% | 加仓 |
| 4 | AFRM | Affirm Holdings Inc | +0.5% | +1801.18% | 加仓 |
| 5 | NFLX | Netflix Inc | +0.5% | -2.68% | 减仓 |
| 6 | ROKU | Roku Inc | +0.4% | +214.12% | 加仓 |
| 7 | NET | Cloudflare Inc - Class A | +0.4% | -2.09% | 减仓 |
| 8 | TOST | Toast Inc-class A | +0.4% | +12.41% | 加仓 |
| 9 | GKOS | Glaukos CORP | +0.3% | +25.31% | 加仓 |
| 10 | TARS | Tarsus Pharmaceuticals Inc | +0.2% | +5636.30% | 加仓 |
| 11 | HUBS | Hubspot Inc | +0.2% | -2.44% | 减仓 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.2% | -13.82% | 减仓 |
| 13 | SHAK | Shake Shack Inc - Class A | +0.2% | -2.11% | 减仓 |
| 14 | SHOP | Shopify Inc - Class A | +0.2% | -5.36% | 减仓 |
| 15 | TKO | Tko Group Holdings Inc | +0.2% | +18.75% | 加仓 |
| 16 | LPLA | Lpl Financial Holdings Inc | +0.2% | -1.90% | 减仓 |
| 17 | ARQT | Arcutis Biotherapeutics Inc | +0.2% | +9.82% | 加仓 |
| 18 | FTAI | FTAI Aviation Ltd. | +0.2% | +296.30% | 加仓 |
| 19 | GTLS | Chart Industries Inc | +0.2% | +4.07% | 加仓 |
| 20 | RBLX | Roblox CORP -class A | +0.2% | +0.89% | 加仓 |
| 21 | ROIV | Roivant Sciences Ltd. | +0.2% | NEW | 新建仓 |
| 22 | TTAN | Servicetitan Inc-a | +0.1% | NEW | 新建仓 |
| 23 | CLH | Clean Harbors Inc | +0.1% | +1565.95% | 加仓 |
| 24 | ✓ | On Holding AG | +0.1% | NEW | 新建仓 |
| 25 | AMZN | Amazon.com Inc | +0.1% | -3.67% | 减仓 |
| 26 | ASAN | Asana Inc - Cl A | +0.1% | +0.53% | 加仓 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +10.26% | 加仓 |
| 28 | NTRA | Natera Inc | +0.1% | -7.46% | 减仓 |
| 29 | EMBJ | Embraer Sa-spon Adr | +0.1% | +19.04% | 加仓 |
| 30 | BRBR | Bellring Brands Inc | +0.1% | +13.11% | 加仓 |
| 31 | LB | Landbridge Co Llc-a | +0.1% | +35.89% | 加仓 |
| 32 | ORCL | Oracle CORP | +0.1% | +193.31% | 加仓 |
| 33 | SITM | Sitime CORP | +0.1% | -2.02% | 减仓 |
| 34 | PCOR | Procore Technologies Inc | +0.1% | -0.61% | 减仓 |
| 35 | GEV | GE Vernova Inc | +0.1% | +103.00% | 加仓 |
| 36 | DCTH | Delcath Systems Inc | +0.1% | NEW | 新建仓 |
| 37 | CRM | Salesforce Inc | +0.1% | -1.81% | 减仓 |
| 38 | SPOT | Spotify Technology S.A. | +0.1% | -1.00% | 减仓 |
| 39 | SPNT | SiriusPoint Ltd. | +0.1% | +12.76% | 加仓 |
| 40 | KRNT | Kornit Digital Ltd. | +0.1% | +29.66% | 加仓 |
| 41 | XYZ | Block Inc | +0.1% | +0.99% | 加仓 |
| 42 | CWH | Camping World Holdings Inc-a | +0.1% | NEW | 新建仓 |
| 43 | RBRK | Rubrik Inc-a | +0.1% | -0.01% | 减仓 |
| 44 | DAL | Delta Air Lines Inc | +0.1% | NEW | 新建仓 |
| 45 | GLNG | Golar LNG Limited | +0.1% | NEW | 新建仓 |
| 46 | FWRG | First Watch Restaurant Group | 0% | +0.18% | 加仓 |
| 47 | COCO | Vita Coco Co Inc/the | 0% | -0.12% | 减仓 |
| 48 | EOLS | Evolus Inc | 0% | +287.16% | 加仓 |
| 49 | VSXY | Victoria's Secret & Co | 0% | +256.04% | 加仓 |
| 50 | 8QR | Confluent Inc-class A | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Gilder Gagnon Howe & Co LLC 在 Q4 2024 季度的美股持仓总市值约为 US$96.9亿，共申报了 254 个公开持股仓位。
在 Q4 2024 季度，Gilder Gagnon Howe & Co LLC 按市值排列的前三大核心持股分别为：TSLA (6.0%)、NFLX (4.8%)、AMZN (4.8%)。其中最大持股仓位 TSLA 占据整体投资组合约 6.0% 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
ANET
市值: US$1.3亿
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$1.4亿
在 Q4 2024 季度中，Gilder Gagnon Howe & Co LLC 共进行了 200 项持仓异动，包含新建仓 24 个仓位、加仓 60 个仓位、减仓 97 个仓位以及清仓 19 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 ANETEUR。
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。