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
250 檔
18.9%
截至 Q3 2024 季度末，Gilder Gagnon Howe & Co LLC 的美股持倉估值約為 US$96.9億，全數申報部位共有 250 檔。
在 Q3 2024，Gilder Gagnon Howe & Co LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 111 個部位並完全清倉 23 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AMZN, TSLA）占據了總市值的 18.9%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 250 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 | 4.95% | -0.34% | -5.32% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.64% | -0.24% | +2.01% | |
| 3 | TSLA | Tesla Inc | 股票-循環性消費 | 4.42% | -0.29% | -1.45% | |
| 4 | NFLX | Netflix Inc | 股票-通訊服務 | 4.38% | -1.89% | -2.26% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.47% | -0.69% | -2.93% | |
| 6 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.80% | -0.82% | +0.72% | |
| 7 | DUOL | Duolingo | 股票-科技 | 2.52% | — | -4.67% | |
| 8 | FRPT | Freshpet Inc | 股票-非循環性消費 | 2.49% | -0.19% | -2.12% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.30% | — | -13.82% | |
| 10 | NET | Cloudflare Inc - Class A | 股票-科技 | 2.21% | -0.18% | -1.90% | |
| 11 | NTRA | Natera Inc | 股票-醫療保健 | 2.11% | -0.41% | +0.47% | |
| 12 | SHAK | Shake Shack Inc - Class A | 股票-循環性消費 | 1.85% | -1.23% | EXIT | |
| 13 | PWR | Quanta Services Inc | 股票-工業 | 1.75% | +0.35% | +11.28% | |
| 14 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.71% | — | -6.32% | |
| 15 | APPF | Appfolio Inc - A | 股票-科技 | 1.54% | -0.09% | -2.26% | |
| 16 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.52% | -0.91% | +20.98% | |
| 17 | HUBS | Hubspot Inc | 股票-科技 | 1.47% | +0.04% | -1.37% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | -0.07% | +2.59% | |
| 19 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.32% | -0.22% | -7.78% | |
| 20 | POOL | Pool CORP | 股票-工業 | 1.30% | -0.16% | -6.51% | |
| 21 | ALNY | Alnylam Pharmaceuticals Inc | 股票-醫療保健 | 1.26% | -0.27% | -3.67% | |
| 22 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.23% | -0.01% | EXIT | |
| 23 | TOST | Toast Inc-class A | 股票-科技 | 1.22% | -0.15% | +4.35% | |
| 24 | KNF | Knife River CORP | 股票-原物料 | 1.21% | — | -4.57% | |
| 25 | MDB | Mongodb Inc | 股票-科技 | 1.19% | — | -16.62% | |
| 26 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 1.19% | — | -1.75% | |
| 27 | OSCR | Oscar Health Inc - Class A | 股票-醫療保健 | 1.06% | +0.15% | -11.62% | |
| 28 | GKOS | Glaukos CORP | 股票-醫療保健 | 1.03% | +0.02% | +3.89% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.02% | +0.34% | -0.64% | |
| 30 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 1.00% | -0.01% | -8.30% | |
| 31 | TBBB | BBB Foods Inc. | 股票-其他 | 0.99% | — | +4.06% | |
| 32 | BOOT | Boot Barn Holdings Inc | 股票-循環性消費 | 0.96% | -0.03% | -1.11% | |
| 33 | NYT | New York Times Co-a | 股票-通訊服務 | 0.92% | -0.39% | -0.53% | |
| 34 | EMBJ | Embraer Sa-spon Adr | 股票-工業 | 0.87% | -0.13% | -1.39% | |
| 35 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 0.85% | -0.67% | -1.05% | |
| 36 | PCOR | Procore Technologies Inc | 股票-科技 | 0.84% | — | -14.25% | |
| 37 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 0.84% | -0.25% | -0.80% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 0.79% | — | +1762.39% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.79% | +0.13% | -2.64% | |
| 40 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 0.79% | -0.38% | EXIT | |
| 41 | SITM | Sitime CORP | 股票-科技 | 0.79% | +0.50% | +397.48% | |
| 42 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.78% | -0.14% | +20.52% | |
| 43 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.72% | -0.23% | -2.19% | |
| 44 | EPAM | Epam Systems Inc | 股票-科技 | 0.69% | — | -6.33% | |
| 45 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.61% | +0.07% | -20.65% | |
| 46 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.59% | +0.95% | +7.97% | |
| 47 | INSP | Inspire Medical Systems Inc | 股票-醫療保健 | 0.56% | — | -7.29% | |
| 48 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.54% | -0.68% | EXIT | |
| 49 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.53% | +0.04% | +32.67% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.52% | — | -25.20% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.9% | -1.45% | 減碼 |
| 2 | CRM | Salesforce Inc | +0.8% | +1762.39% | 加碼 |
| 3 | SITM | Sitime CORP | +0.7% | +397.48% | 加碼 |
| 4 | DUOL | Duolingo | +0.5% | -4.67% | 減碼 |
| 5 | SHOP | Shopify Inc - Class A | +0.4% | +20.98% | 加碼 |
| 6 | PWR | Quanta Services Inc | +0.3% | +11.28% | 加碼 |
| 7 | RACE | Ferrari N.V. | +0.3% | NEW | 新建倉 |
| 8 | TLN | Talen Energy CORP | +0.3% | NEW | 新建倉 |
| 9 | NEM | Newmont CORP | +0.3% | NEW | 新建倉 |
| 10 | NTRA | Natera Inc | +0.2% | +0.47% | 加碼 |
| 11 | Z | Zillow Group Inc - C | +0.2% | NEW | 新建倉 |
| 12 | EMBJ | Embraer Sa-spon Adr | +0.2% | -1.39% | 減碼 |
| 13 | TBBB | BBB Foods Inc. | +0.2% | +4.06% | 加碼 |
| 14 | BOOT | Boot Barn Holdings Inc | +0.2% | -1.11% | 減碼 |
| 15 | META | Meta Platforms Inc-class A | +0.2% | -2.93% | 減碼 |
| 16 | KNF | Knife River CORP | +0.2% | -4.57% | 減碼 |
| 17 | CBOE | Cboe Global Markets Inc | +0.2% | +27.34% | 加碼 |
| 18 | ISRG | Intuitive Surgical Inc | +0.2% | +0.72% | 加碼 |
| 19 | INSP | Inspire Medical Systems Inc | +0.2% | -7.29% | 減碼 |
| 20 | PHAT | Phathom Pharmaceuticals Inc | +0.2% | +10.23% | 加碼 |
| 21 | BSX | Boston Scientific CORP | +0.1% | +9.05% | 加碼 |
| 22 | LNTH | Lantheus Holdings Inc | +0.1% | +6.14% | 加碼 |
| 23 | LOAR | Loar Holdings Inc | +0.1% | +1.32% | 加碼 |
| 24 | MELI | Mercadolibre Inc | +0.1% | -7.78% | 減碼 |
| 25 | OSCR | Oscar Health Inc - Class A | +0.1% | -11.62% | 減碼 |
| 26 | SG | Sweetgreen Inc - Class A | +0.1% | +15.50% | 加碼 |
| 27 | POOL | Pool CORP | +0.1% | -6.51% | 減碼 |
| 28 | TOST | Toast Inc-class A | +0.1% | +4.35% | 加碼 |
| 29 | BNTX | Biontech Se-adr | +0.1% | -0.53% | 減碼 |
| 30 | KYMR | Kymera Therapeutics Inc | +0.1% | +122.86% | 加碼 |
| 31 | HROW | Harrow Inc | +0.1% | NEW | 新建倉 |
| 32 | LINE | Lineage Inc | +0.1% | NEW | 新建倉 |
| 33 | RBLX | Roblox CORP -class A | +0.1% | -1.05% | 減碼 |
| 34 | LB | Landbridge Co Llc-a | +0.1% | NEW | 新建倉 |
| 35 | GKOS | Glaukos CORP | +0.1% | +3.89% | 加碼 |
| 36 | SFM | Sprouts Farmers Market Inc | +0.1% | -10.42% | 減碼 |
| 37 | ZS | Zscaler Inc | +0.1% | NEW | 新建倉 |
| 38 | GE | General Electric | +0.1% | +57.52% | 加碼 |
| 39 | SHAK | Shake Shack Inc - Class A | +0.1% | -4.46% | 減碼 |
| 40 | FND | Floor & Decor Holdings Inc-a | +0.1% | -8.30% | 減碼 |
| 41 | CALX | Calix Inc | +0.1% | +18.39% | 加碼 |
| 42 | TWFG | Twfg Inc | +0.1% | NEW | 新建倉 |
| 43 | TKO | Tko Group Holdings Inc | +0.1% | -0.80% | 減碼 |
| 44 | KRNT | Kornit Digital Ltd. | +0.1% | -5.73% | 減碼 |
| 45 | SHW | Sherwin-williams Co/the | +0.1% | +127.85% | 加碼 |
| 46 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 47 | SPOT | Spotify Technology S.A. | +0.1% | -2.19% | 減碼 |
| 48 | DDOG | Datadog Inc - Class A | +0.1% | +32.67% | 加碼 |
| 49 | ✓ | Intl Gnrl Insurance Hldngs L | +0.1% | -6.05% | 減碼 |
| 50 | ORCL | Oracle CORP | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Gilder Gagnon Howe & Co LLC 在 Q3 2024 季度的美股持倉總市值約為 US$96.9億，共申報了 250 個公開持股部位。
在 Q3 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 (5.0%)、AMZN (4.6%)、TSLA (4.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.0% 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
RACE
市值: US$2759.4萬
本季最大獲利了結 / 清倉標的
DXCM
前期市值: US$4981.8萬
在 Q3 2024 季度中，Gilder Gagnon Howe & Co LLC 共進行了 200 項持倉異動，包含新建倉 22 個部位、加碼 44 個部位、減碼 111 個部位以及清倉 23 個部位。 其中最大新建倉標的為 RACE。 本季清倉部位包含 DXCM。
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。