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
254 檔
22.5%
在 Q4 2024 的 13F 官方備案中，Gilder Gagnon Howe & Co LLC 管理的美股投資組合規模來到 US$96.9億，整體持股檔數為 254 檔。
數據顯示 Gilder Gagnon Howe & Co LLC 於 Q4 2024 季度持續回收資金，對 97 個既有部位進行裁減並清倉 19 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 TSLA, NFLX, AMZN）累計市值佔比達 22.5%，是驅動 Gilder Gagnon Howe & Co LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 254 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 | TSLA | Tesla Inc | 股票-循環性消費 | 6.01% | -0.29% | -2.30% | |
| 2 | NFLX | Netflix Inc | 股票-通訊服務 | 4.83% | -1.89% | -2.68% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 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-通訊服務 | 3.15% | -0.69% | -1.70% | |
| 6 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 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-非循環性消費 | 2.43% | -0.19% | +0.06% | |
| 9 | DUOL | Duolingo | 股票-科技 | 2.38% | — | -8.59% | |
| 10 | NTRA | Natera Inc | 股票-醫療保健 | 2.20% | -0.41% | -7.46% | |
| 11 | SHAK | Shake Shack Inc - Class A | 股票-循環性消費 | 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-工業 | 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-醫療保健 | 1.44% | — | -20.30% | |
| 18 | ANET | Arista Networks Inc | 股票-科技 | 1.41% | +0.17% | — | |
| 19 | GKOS | Glaukos CORP | 股票-醫療保健 | 1.33% | +0.02% | +25.31% | |
| 20 | KNF | Knife River CORP | 股票-原物料 | 1.22% | — | -2.10% | |
| 21 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.17% | -0.01% | EXIT | |
| 22 | GAP | Gap Inc/the | 股票-循環性消費 | 1.14% | -0.36% | +255.47% | |
| 23 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 1.14% | — | -3.06% | |
| 24 | MELI | Mercadolibre Inc | 股票-循環性消費 | 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-工業 | 1.05% | -0.16% | -1.08% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.04% | +0.34% | -1.21% | |
| 28 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 1.03% | -0.25% | +18.75% | |
| 29 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 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-工業 | 0.96% | -0.13% | +19.04% | |
| 32 | ALNY | Alnylam Pharmaceuticals Inc | 股票-醫療保健 | 0.93% | -0.27% | -4.83% | |
| 33 | NYT | New York Times Co-a | 股票-通訊服務 | 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-醫療保健 | 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-通訊服務 | 0.82% | +0.13% | +1.05% | |
| 41 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 0.80% | -0.38% | EXIT | |
| 42 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.79% | -0.23% | -1.00% | |
| 43 | BOOT | Boot Barn Holdings Inc | 股票-循環性消費 | 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-循環性消費 | 0.71% | -0.01% | -1.71% | |
| 46 | ROKU | Roku Inc | 股票-通訊服務 | 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-循環性消費 | 0.56% | +0.07% | -2.14% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +1.6% | -2.30% | 減碼 |
| 2 | ANET | Arista Networks Inc | +1.4% | NEW | 新建倉 |
| 3 | GAP | Gap Inc/the | +0.8% | +255.47% | 加碼 |
| 4 | AFRM | Affirm Holdings Inc | +0.5% | +1801.18% | 加碼 |
| 5 | NFLX | Netflix Inc | +0.5% | -2.68% | 減碼 |
| 6 | ROKU | Roku Inc | +0.4% | +214.12% | 加碼 |
| 7 | NET | Cloudflare Inc - Class A | +0.4% | -2.09% | 減碼 |
| 8 | TOST | Toast Inc-class A | +0.4% | +12.41% | 加碼 |
| 9 | GKOS | Glaukos CORP | +0.3% | +25.31% | 加碼 |
| 10 | TARS | Tarsus Pharmaceuticals Inc | +0.2% | +5636.30% | 加碼 |
| 11 | HUBS | Hubspot Inc | +0.2% | -2.44% | 減碼 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.2% | -13.82% | 減碼 |
| 13 | SHAK | Shake Shack Inc - Class A | +0.2% | -2.11% | 減碼 |
| 14 | SHOP | Shopify Inc - Class A | +0.2% | -5.36% | 減碼 |
| 15 | TKO | Tko Group Holdings Inc | +0.2% | +18.75% | 加碼 |
| 16 | LPLA | Lpl Financial Holdings Inc | +0.2% | -1.90% | 減碼 |
| 17 | ARQT | Arcutis Biotherapeutics Inc | +0.2% | +9.82% | 加碼 |
| 18 | FTAI | FTAI Aviation Ltd. | +0.2% | +296.30% | 加碼 |
| 19 | GTLS | Chart Industries Inc | +0.2% | +4.07% | 加碼 |
| 20 | RBLX | Roblox CORP -class A | +0.2% | +0.89% | 加碼 |
| 21 | ROIV | Roivant Sciences Ltd. | +0.2% | NEW | 新建倉 |
| 22 | TTAN | Servicetitan Inc-a | +0.1% | NEW | 新建倉 |
| 23 | CLH | Clean Harbors Inc | +0.1% | +1565.95% | 加碼 |
| 24 | ✓ | On Holding AG | +0.1% | NEW | 新建倉 |
| 25 | AMZN | Amazon.com Inc | +0.1% | -3.67% | 減碼 |
| 26 | ASAN | Asana Inc - Cl A | +0.1% | +0.53% | 加碼 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +10.26% | 加碼 |
| 28 | NTRA | Natera Inc | +0.1% | -7.46% | 減碼 |
| 29 | EMBJ | Embraer Sa-spon Adr | +0.1% | +19.04% | 加碼 |
| 30 | BRBR | Bellring Brands Inc | +0.1% | +13.11% | 加碼 |
| 31 | LB | Landbridge Co Llc-a | +0.1% | +35.89% | 加碼 |
| 32 | ORCL | Oracle CORP | +0.1% | +193.31% | 加碼 |
| 33 | SITM | Sitime CORP | +0.1% | -2.02% | 減碼 |
| 34 | PCOR | Procore Technologies Inc | +0.1% | -0.61% | 減碼 |
| 35 | GEV | GE Vernova Inc | +0.1% | +103.00% | 加碼 |
| 36 | DCTH | Delcath Systems Inc | +0.1% | NEW | 新建倉 |
| 37 | CRM | Salesforce Inc | +0.1% | -1.81% | 減碼 |
| 38 | SPOT | Spotify Technology S.A. | +0.1% | -1.00% | 減碼 |
| 39 | SPNT | SiriusPoint Ltd. | +0.1% | +12.76% | 加碼 |
| 40 | KRNT | Kornit Digital Ltd. | +0.1% | +29.66% | 加碼 |
| 41 | XYZ | Block Inc | +0.1% | +0.99% | 加碼 |
| 42 | CWH | Camping World Holdings Inc-a | +0.1% | NEW | 新建倉 |
| 43 | RBRK | Rubrik Inc-a | +0.1% | -0.01% | 減碼 |
| 44 | DAL | Delta Air Lines Inc | +0.1% | NEW | 新建倉 |
| 45 | GLNG | Golar LNG Limited | +0.1% | NEW | 新建倉 |
| 46 | FWRG | First Watch Restaurant Group | 0% | +0.18% | 加碼 |
| 47 | COCO | Vita Coco Co Inc/the | 0% | -0.12% | 減碼 |
| 48 | EOLS | Evolus Inc | 0% | +287.16% | 加碼 |
| 49 | VSXY | Victoria's Secret & Co | 0% | +256.04% | 加碼 |
| 50 | 8QR | Confluent Inc-class A | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Gilder Gagnon Howe & Co LLC 在 Q4 2024 季度的美股持倉總市值約為 US$96.9億，共申報了 254 個公開持股部位。
在 Q4 2024 季度，Gilder Gagnon Howe & Co LLC 按市值排列的前三大核心持股分別為：TSLA (6.0%)、NFLX (4.8%)、AMZN (4.8%)。其中最大持股部位 TSLA 佔據整體投資組合約 6.0% 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
ANET
市值: US$1.3億
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$1.4億
在 Q4 2024 季度中，Gilder Gagnon Howe & Co LLC 共進行了 200 項持倉異動，包含新建倉 24 個部位、加碼 60 個部位、減碼 97 個部位以及清倉 19 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 ANETEUR。
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。