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
238 檔
22.6%
Q2 2025 季度申报显示，Gilder Gagnon Howe & Co LLC 披露的美股组合总市值为 US$96.9亿，涵盖 238 个不同之权益投资仓位。
在 Q2 2025，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 105 个仓位并完全清仓 17 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 NFLX, NVDA, AMZN 等）合计占整体申报市值的 22.6%，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 238 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 | NFLX | Netflix Inc | 股票-通信服务 | 6.70% | -1.89% | -0.51% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.64% | -0.34% | -1.32% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.35% | -0.24% | -1.87% | |
| 4 | NET | Cloudflare Inc - Class A | 股票-科技 | 4.07% | -0.18% | -1.30% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.45% | -0.69% | -2.11% | |
| 6 | SHOP | Shopify Inc - Class A | 股票-科技 | 2.93% | -0.91% | +57.13% | |
| 7 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 2.84% | -0.82% | +0.55% | |
| 8 | DUOL | Duolingo | 股票-科技 | 2.58% | — | -2.93% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 2.56% | -0.29% | -5.92% | |
| 10 | SHAK | Shake Shack Inc - Class A | 股票-周期性消费 | 2.12% | -1.23% | EXIT | |
| 11 | TOST | Toast Inc-class A | 股票-科技 | 2.06% | -0.15% | -3.71% | |
| 12 | RBLX | Roblox CORP -class A | 股票-通信服务 | 1.94% | -0.67% | -0.56% | |
| 13 | NTRA | Natera Inc | 股票-医疗保健 | 1.86% | -0.41% | -11.06% | |
| 14 | PWR | Quanta Services Inc | 股票-工业 | 1.61% | +0.35% | -3.92% | |
| 15 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.57% | -0.22% | -3.87% | |
| 16 | EMBJ | Embraer Sa-spon Adr | 股票-工业 | 1.56% | -0.13% | -1.89% | |
| 17 | TKO | Tko Group Holdings Inc | 股票-通信服务 | 1.40% | -0.25% | -0.88% | |
| 18 | APPF | Appfolio Inc - A | 股票-科技 | 1.28% | -0.09% | -1.36% | |
| 19 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.28% | -0.01% | EXIT | |
| 20 | QXO | Qxo Inc | 股票-工业 | 1.20% | -0.55% | — | |
| 21 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.18% | -0.23% | +5.08% | |
| 22 | ALNY | Alnylam Pharmaceuticals Inc | 股票-医疗保健 | 1.17% | -0.27% | -2.46% | |
| 23 | OSCR | Oscar Health Inc - Class A | 股票-医疗保健 | 1.12% | +0.15% | -21.84% | |
| 24 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.08% | -0.14% | -0.88% | |
| 25 | HUBS | Hubspot Inc | 股票-科技 | 1.04% | +0.04% | -9.41% | |
| 26 | AFRM | Affirm Holdings Inc | 股票-金融 | 0.98% | +0.40% | +6.95% | |
| 27 | NYT | New York Times Co-a | 股票-通信服务 | 0.96% | -0.39% | -0.85% | |
| 28 | ANET | Arista Networks Inc | 股票-科技 | 0.96% | +0.17% | -3.26% | |
| 29 | FRPT | Freshpet Inc | 股票-非周期性消费 | 0.95% | -0.19% | -6.12% | |
| 30 | SN | SharkNinja, Inc. | 股票-周期性消费 | 0.95% | +0.25% | +79.55% | |
| 31 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 0.95% | -0.38% | EXIT | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.94% | +0.34% | -0.57% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.93% | -0.07% | +2.18% | |
| 34 | SITM | Sitime CORP | 股票-科技 | 0.89% | +0.50% | +7.89% | |
| 35 | GAP | Gap Inc/the | 股票-周期性消费 | 0.88% | -0.36% | -13.22% | |
| 36 | POOL | Pool CORP | 股票-工业 | 0.87% | -0.16% | -1.23% | |
| 37 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.84% | -0.38% | -16.47% | |
| 38 | TBBB | BBB Foods Inc. | 股票-其他 | 0.84% | — | +0.17% | |
| 39 | ROKU | Roku Inc | 股票-通信服务 | 0.81% | -0.31% | EXIT | |
| 40 | PCOR | Procore Technologies Inc | 股票-科技 | 0.80% | — | -1.55% | |
| 41 | GKOS | Glaukos CORP | 股票-医疗保健 | 0.77% | +0.02% | -16.25% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.77% | +0.13% | +3.62% | |
| 43 | BNTX | Biontech Se-adr | 股票-其他 | 0.75% | — | +2.83% | |
| 44 | BOOT | Boot Barn Holdings Inc | 股票-周期性消费 | 0.74% | -0.03% | -1.44% | |
| 45 | SPNT | SiriusPoint Ltd. | 股票-其他 | 0.73% | -0.05% | -2.70% | |
| 46 | TTAN | Servicetitan Inc-a | 股票-科技 | 0.70% | -0.17% | +286.02% | |
| 47 | MU | Micron Technology Inc | 股票-科技 | 0.68% | +0.84% | -10.58% | |
| 48 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.64% | +0.07% | +15.13% | |
| 49 | KNF | Knife River CORP | 股票-原材料 | 0.62% | — | -30.34% | |
| 50 | ARQT | Arcutis Biotherapeutics Inc | 股票-其他 | 0.62% | -0.86% | +1.46% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | QXO | Qxo Inc | +1.2% | NEW | 新建仓 |
| 2 | NET | Cloudflare Inc - Class A | +1.2% | -1.30% | 减仓 |
| 3 | SHOP | Shopify Inc - Class A | +1% | +57.13% | 加仓 |
| 4 | NFLX | Netflix Inc | +0.9% | -0.51% | 减仓 |
| 5 | NVDA | Nvidia CORP | +0.7% | -1.32% | 减仓 |
| 6 | RBLX | Roblox CORP -class A | +0.6% | -0.56% | 减仓 |
| 7 | FNV | Franco-nevada CORP | +0.6% | +1084.03% | 加仓 |
| 8 | NBIS | Nebius Group N.V. | +0.5% | NEW | 新建仓 |
| 9 | TTAN | Servicetitan Inc-a | +0.5% | +286.02% | 加仓 |
| 10 | SHAK | Shake Shack Inc - Class A | +0.5% | -2.13% | 减仓 |
| 11 | SN | SharkNinja, Inc. | +0.4% | +79.55% | 加仓 |
| 12 | CRCL | Circle Internet Group Inc | +0.4% | NEW | 新建仓 |
| 13 | VRNA | Verona Pharma PLC - Adr | +0.3% | +511.71% | 加仓 |
| 14 | TEM | Tempus Ai Inc-cl A | +0.3% | +1747.58% | 加仓 |
| 15 | AFRM | Affirm Holdings Inc | +0.2% | +6.95% | 加仓 |
| 16 | PWR | Quanta Services Inc | +0.2% | -3.92% | 减仓 |
| 17 | XMTR | Xometry Inc-a | +0.2% | +248.77% | 加仓 |
| 18 | HOOD | Robinhood Markets Inc - A | +0.2% | +81.40% | 加仓 |
| 19 | SPOT | Spotify Technology S.A. | +0.2% | +5.08% | 加仓 |
| 20 | SITM | Sitime CORP | +0.2% | +7.89% | 加仓 |
| 21 | CALX | Calix Inc | +0.2% | +14.72% | 加仓 |
| 22 | BBIO | Bridgebio Pharma Inc | +0.2% | +280.72% | 加仓 |
| 23 | SNOW | Snowflake Inc | +0.2% | +180.04% | 加仓 |
| 24 | PRCH | Porch Group Inc | +0.1% | +41.34% | 加仓 |
| 25 | GE | General Electric | +0.1% | +60.64% | 加仓 |
| 26 | UTI | Universal Technical Institut | +0.1% | +464.53% | 加仓 |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1064.26% | 加仓 |
| 28 | LYV | Live Nation Entertainment In | +0.1% | NEW | 新建仓 |
| 29 | ARM | Arm Holdings Plc-adr | +0.1% | +0.19% | 加仓 |
| 30 | WWD | Woodward Inc | +0.1% | NEW | 新建仓 |
| 31 | DUOL | Duolingo | +0.1% | -2.93% | 减仓 |
| 32 | KTOS | Kratos Defense & Security | +0.1% | +1588.99% | 加仓 |
| 33 | HNGE | Hinge Health Inc-a | +0.1% | NEW | 新建仓 |
| 34 | TOST | Toast Inc-class A | +0.1% | -3.71% | 减仓 |
| 35 | BOOT | Boot Barn Holdings Inc | +0.1% | -1.44% | 减仓 |
| 36 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +3.16% | 加仓 |
| 37 | RBRK | Rubrik Inc-a | +0.1% | +70.60% | 加仓 |
| 38 | MSFT | Microsoft CORP | +0.1% | +2.18% | 加仓 |
| 39 | PLTR | Palantir Technologies Inc-a | +0.1% | -16.47% | 减仓 |
| 40 | TWLO | Twilio Inc - A | +0.1% | +27.85% | 加仓 |
| 41 | DASH | Doordash Inc - A | +0.1% | +191.04% | 加仓 |
| 42 | MELI | Mercadolibre Inc | +0.1% | -3.87% | 减仓 |
| 43 | EVLV | Evolv Technologies Holdings | +0.1% | NEW | 新建仓 |
| 44 | META | Meta Platforms Inc-class A | +0.1% | -2.11% | 减仓 |
| 45 | CYTK | Cytokinetics Inc | +0.1% | +1185.93% | 加仓 |
| 46 | CHYM | Chime Financial Inc-cl A | +0.1% | NEW | 新建仓 |
| 47 | TLN | Talen Energy CORP | +0.1% | -5.55% | 减仓 |
| 48 | OSCR | Oscar Health Inc - Class A | 0% | -21.84% | 减仓 |
| 49 | ANET | Arista Networks Inc | 0% | -3.26% | 减仓 |
| 50 | ROKU | Roku Inc | 0% | +3.92% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Gilder Gagnon Howe & Co LLC 在 Q2 2025 季度的美股持仓总市值约为 US$96.9亿，共申报了 238 个公开持股仓位。
在 Q2 2025 季度，Gilder Gagnon Howe & Co LLC 按市值排列的前三大核心持股分别为：NFLX (6.7%)、NVDA (4.6%)、AMZN (4.3%)。其中最大持股仓位 NFLX 占据整体投资组合约 6.7% 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
QXO
市值: US$1.1亿
本季最大获利了结 / 清仓标的
BRBR
前期市值: US$3618.9万
在 Q2 2025 季度中，Gilder Gagnon Howe & Co LLC 共进行了 200 项持仓异动，包含新建仓 27 个仓位、加仓 51 个仓位、减仓 105 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 QXO。 本季清仓仓位包含 BRBR。
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。