13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0000902464
申報總市值
US$96.9億
US$96.9億
257 檔
16.9%
Gilder Gagnon Howe & Co LLC 在 Q1 2024 季度的美股部位總計估值為 US$96.9億，分散於 257 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q1 2024 的資金脈絡，Gilder Gagnon Howe & Co LLC 在獲利結算 5 檔個股的同時，將資本重新部署至 7 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Gilder Gagnon Howe & Co LLC 的前 5 大核心持股（包含 NVDA, AMZN, NFLX 等）合計佔整體申報市值的 16.9%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 257 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 5.26% | -0.34% | -10.17% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.60% | -0.24% | -1.12% | |
| 3 | NFLX | Netflix Inc | 股票-通訊服務 | 4.25% | -1.89% | -1.52% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.20% | -0.69% | +0.95% | |
| 5 | TSLA | Tesla Inc | 股票-循環性消費 | 3.13% | -0.29% | -10.14% | |
| 6 | NET | Cloudflare Inc - Class A | 股票-科技 | 2.86% | -0.18% | -3.69% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.55% | — | -10.99% | |
| 8 | FRPT | Freshpet Inc | 股票-非循環性消費 | 2.27% | -0.19% | -8.47% | |
| 9 | DUOL | Duolingo | 股票-科技 | 2.21% | — | +1.22% | |
| 10 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.16% | -0.82% | -0.76% | |
| 11 | MDB | Mongodb Inc | 股票-科技 | 2.14% | — | -0.42% | |
| 12 | SHAK | Shake Shack Inc - Class A | 股票-循環性消費 | 2.14% | -1.23% | EXIT | |
| 13 | SWAVUSD | Shockwave Medical Inc | 股票-其他 | 2.13% | — | -1.89% | |
| 14 | HUBS | Hubspot Inc | 股票-科技 | 1.85% | +0.04% | -0.82% | |
| 15 | APPF | Appfolio Inc - A | 股票-科技 | 1.76% | -0.09% | +35.16% | |
| 16 | POOL | Pool CORP | 股票-工業 | 1.57% | -0.16% | -2.83% | |
| 17 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.46% | — | -1.97% | |
| 18 | PCOR | Procore Technologies Inc | 股票-科技 | 1.43% | — | +7.13% | |
| 19 | INTC | Intel CORP | 股票-科技 | 1.42% | +0.98% | -3.67% | |
| 20 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 1.41% | — | -7.22% | |
| 21 | PWR | Quanta Services Inc | 股票-工業 | 1.40% | +0.35% | -3.64% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.39% | -0.07% | +3.96% | |
| 23 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.27% | -0.91% | -7.42% | |
| 24 | KNF | Knife River CORP | 股票-原物料 | 1.22% | — | +4.79% | |
| 25 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 1.19% | -0.01% | -0.82% | |
| 26 | NTRA | Natera Inc | 股票-醫療保健 | 1.18% | -0.41% | -2.33% | |
| 27 | ADBE | Adobe Inc | 股票-科技 | 1.12% | — | -1.75% | |
| 28 | FWRG | First Watch Restaurant Group | 股票-其他 | 1.10% | -0.07% | +232.59% | |
| 29 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.06% | -0.22% | -4.42% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.98% | +0.34% | +0.58% | |
| 31 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.93% | +0.07% | -10.25% | |
| 32 | EPAM | Epam Systems Inc | 股票-科技 | 0.88% | — | -0.04% | |
| 33 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 0.87% | -0.67% | -19.97% | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.86% | — | -6.56% | |
| 35 | TOST | Toast Inc-class A | 股票-科技 | 0.84% | -0.15% | -1.18% | |
| 36 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.82% | — | -2.22% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.81% | +0.13% | +1.31% | |
| 38 | NYT | New York Times Co-a | 股票-通訊服務 | 0.79% | -0.39% | -1.37% | |
| 39 | OSCR | Oscar Health Inc - Class A | 股票-醫療保健 | 0.78% | +0.15% | +49.12% | |
| 40 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.77% | -0.14% | -0.08% | |
| 41 | ALNY | Alnylam Pharmaceuticals Inc | 股票-醫療保健 | 0.76% | -0.27% | -30.98% | |
| 42 | INSP | Inspire Medical Systems Inc | 股票-醫療保健 | 0.67% | — | -2.05% | |
| 43 | GTLS | Chart Industries Inc | 股票-工業 | 0.67% | -0.02% | -2.11% | |
| 44 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 0.62% | -0.25% | — | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.59% | -0.38% | — | |
| 46 | XYZ | Block Inc | 股票-金融 | 0.58% | — | -0.13% | |
| 47 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 0.58% | -0.38% | EXIT | |
| 48 | BOOT | Boot Barn Holdings Inc | 股票-循環性消費 | 0.58% | -0.03% | +0.13% | |
| 49 | OPCH | Option Care Health Inc | 股票-醫療保健 | 0.53% | -0.14% | -1.09% | |
| 50 | MNDY | monday.com Ltd. | 股票-科技 | 0.53% | — | +78.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | -10.17% | 減碼 |
| 2 | FWRG | First Watch Restaurant Group | +0.8% | +232.59% | 加碼 |
| 3 | APPF | Appfolio Inc - A | +0.8% | +35.16% | 加碼 |
| 4 | SWAVUSD | Shockwave Medical Inc | +0.7% | -1.89% | 減碼 |
| 5 | META | Meta Platforms Inc-class A | +0.7% | +0.95% | 加碼 |
| 6 | TKO | Tko Group Holdings Inc | +0.6% | NEW | 新建倉 |
| 7 | PLTR | Palantir Technologies Inc-a | +0.6% | NEW | 新建倉 |
| 8 | ARQT | Arcutis Biotherapeutics Inc | +0.5% | NEW | 新建倉 |
| 9 | NFLX | Netflix Inc | +0.5% | -1.52% | 減碼 |
| 10 | OSCR | Oscar Health Inc - Class A | +0.4% | +49.12% | 加碼 |
| 11 | SHAK | Shake Shack Inc - Class A | +0.4% | -3.49% | 減碼 |
| 12 | TNDM | Tandem Diabetes Care Inc | +0.4% | +4864.53% | 加碼 |
| 13 | GKOS | Glaukos CORP | +0.4% | +361.13% | 加碼 |
| 14 | MU | Micron Technology Inc | +0.4% | NEW | 新建倉 |
| 15 | ARM | Arm Holdings Plc-adr | +0.4% | +387.75% | 加碼 |
| 16 | DKS | Dick's Sporting Goods Inc | +0.3% | -7.22% | 減碼 |
| 17 | SPOT | Spotify Technology S.A. | +0.3% | +121.42% | 加碼 |
| 18 | SDHC | Smith Douglas Homes CORP | +0.3% | NEW | 新建倉 |
| 19 | AMZN | Amazon.com Inc | +0.3% | -1.12% | 減碼 |
| 20 | TBBB | BBB Foods Inc. | +0.3% | NEW | 新建倉 |
| 21 | NTRA | Natera Inc | +0.3% | -2.33% | 減碼 |
| 22 | MNDY | monday.com Ltd. | +0.3% | +78.28% | 加碼 |
| 23 | FRPT | Freshpet Inc | +0.2% | -8.47% | 減碼 |
| 24 | BRBR | Bellring Brands Inc | +0.2% | NEW | 新建倉 |
| 25 | RXST | Rxsight Inc | +0.2% | +201.63% | 加碼 |
| 26 | SG | Sweetgreen Inc - Class A | +0.2% | +357.91% | 加碼 |
| 27 | PCOR | Procore Technologies Inc | +0.2% | +7.13% | 加碼 |
| 28 | LLY | Eli Lilly & Co | +0.2% | -10.99% | 減碼 |
| 29 | KNF | Knife River CORP | +0.2% | +4.79% | 加碼 |
| 30 | TOST | Toast Inc-class A | +0.2% | -1.18% | 減碼 |
| 31 | ISRG | Intuitive Surgical Inc | +0.1% | -0.76% | 減碼 |
| 32 | ANETEUR | Arista Networks Inc | +0.1% | -1.97% | 減碼 |
| 33 | MSFT | Microsoft CORP | +0.1% | +3.96% | 加碼 |
| 34 | NET | Cloudflare Inc - Class A | +0.1% | -3.69% | 減碼 |
| 35 | MPWR | Monolithic Power Systems Inc | -0.3% | EXIT | 清倉 |
| 36 | CAE | Cae Inc | -0.3% | -57.09% | 減碼 |
| 37 | MQ | Marqeta Inc-a | -0.3% | -16.36% | 減碼 |
| 38 | TRUP | Trupanion Inc | -0.3% | EXIT | 清倉 |
| 39 | ZM | Zoom Communications Inc | -0.3% | -37.54% | 減碼 |
| 40 | ADBE | Adobe Inc | -0.4% | -1.75% | 減碼 |
| 41 | MYRG | Myr Group Inc/delaware | -0.4% | EXIT | 清倉 |
| 42 | INTC | Intel CORP | -0.4% | -3.67% | 減碼 |
| 43 | SNOW | Snowflake Inc | -0.5% | -98.95% | 減碼 |
| 44 | MDB | Mongodb Inc | -0.6% | -0.42% | 減碼 |
| 45 | RBLX | Roblox CORP -class A | -0.6% | -19.97% | 減碼 |
| 46 | CALX | Calix Inc | -0.7% | -57.33% | 減碼 |
| 47 | DE | Deere & Co | -0.7% | EXIT | 清倉 |
| 48 | 0C3 | Endeavor Group Hold-class A | -0.7% | EXIT | 清倉 |
| 49 | ALNY | Alnylam Pharmaceuticals Inc | -0.8% | -30.98% | 減碼 |
| 50 | TSLA | Tesla Inc | -2.3% | -10.14% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Gilder Gagnon Howe & Co LLC 在 Q1 2024 季度的美股持倉總市值約為 US$96.9億，共申報了 257 個公開持股部位。
在 Q1 2024 季度，Gilder Gagnon Howe & Co LLC 按市值排列的前三大核心持股分別為：NVDA (5.3%)、AMZN (4.6%)、NFLX (4.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.3% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
TKO
市值: US$4964.6萬
本季最大獲利了結 / 清倉標的
0C3
前期市值: US$5311.8萬
在 Q1 2024 季度中，Gilder Gagnon Howe & Co LLC 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 14 個部位、減碼 24 個部位以及清倉 5 個部位。 其中最大新建倉標的為 TKO。 本季清倉部位包含 0C3。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。