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
249 檔
22.5%
在 Q3 2025 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 249 檔。
觀察 Q3 2025 的資金脈絡，Gilder Gagnon Howe & Co LLC 在獲利結算 21 檔個股的同時，將資本重新部署至 43 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 NFLX, NVDA, 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 249 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 | NFLX | Netflix Inc | 股票-通訊服務 | 5.48% | -1.89% | -4.67% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.14% | -0.34% | -2.19% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.06% | -0.24% | -2.78% | |
| 4 | NET | Cloudflare Inc - Class A | 股票-科技 | 4.02% | -0.18% | -6.11% | |
| 5 | SHOP | Shopify Inc - Class A | 股票-科技 | 3.50% | -0.91% | -3.19% | |
| 6 | TSLA | Tesla Inc | 股票-循環性消費 | 3.41% | -0.29% | -1.04% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.15% | -0.69% | -4.49% | |
| 8 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 2.41% | -0.67% | -1.53% | |
| 9 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.19% | -0.82% | -2.37% | |
| 10 | DUOL | Duolingo | 股票-科技 | 1.88% | — | -3.41% | |
| 11 | TOST | Toast Inc-class A | 股票-科技 | 1.71% | -0.15% | +4.78% | |
| 12 | PWR | Quanta Services Inc | 股票-工業 | 1.67% | +0.35% | -1.25% | |
| 13 | NTRA | Natera Inc | 股票-醫療保健 | 1.57% | -0.41% | -7.56% | |
| 14 | ALNY | Alnylam Pharmaceuticals Inc | 股票-醫療保健 | 1.53% | -0.27% | -2.30% | |
| 15 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 1.47% | -0.25% | -1.35% | |
| 16 | EMBJ | Embraer Sa-spon Adr | 股票-工業 | 1.46% | -0.13% | -7.93% | |
| 17 | APPF | Appfolio Inc - A | 股票-科技 | 1.45% | -0.09% | -1.44% | |
| 18 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.32% | -0.22% | -2.18% | |
| 19 | ANET | Arista Networks Inc | 股票-科技 | 1.25% | +0.17% | -4.67% | |
| 20 | SHAK | Shake Shack Inc - Class A | 股票-循環性消費 | 1.25% | -1.23% | EXIT | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.22% | +0.34% | -1.94% | |
| 22 | FIGR | Figure Technology Solut-cl A | 股票-其他 | 1.21% | -0.31% | — | |
| 23 | NBIS | Nebius Group N.V. | 股票-其他 | 1.20% | +1.30% | +17.67% | |
| 24 | SITM | Sitime CORP | 股票-科技 | 1.18% | +0.50% | -2.23% | |
| 25 | QXO | Qxo Inc | 股票-工業 | 1.12% | -0.55% | +10.74% | |
| 26 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.10% | -0.01% | EXIT | |
| 27 | SN | SharkNinja, Inc. | 股票-循環性消費 | 1.07% | +0.25% | +12.83% | |
| 28 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.01% | -0.23% | -2.46% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.99% | +0.13% | -1.81% | |
| 30 | ROKU | Roku Inc | 股票-通訊服務 | 0.99% | -0.31% | EXIT | |
| 31 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.91% | +0.31% | +90.83% | |
| 32 | POOL | Pool CORP | 股票-工業 | 0.91% | -0.16% | +2.09% | |
| 33 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.90% | -0.14% | -1.69% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.90% | -0.07% | -3.92% | |
| 35 | MU | Micron Technology Inc | 股票-科技 | 0.87% | +0.84% | -1.46% | |
| 36 | ARQT | Arcutis Biotherapeutics Inc | 股票-其他 | 0.85% | -0.86% | +6.58% | |
| 37 | GAP | Gap Inc/the | 股票-循環性消費 | 0.83% | -0.36% | +0.96% | |
| 38 | HUBS | Hubspot Inc | 股票-科技 | 0.82% | +0.04% | -2.34% | |
| 39 | NYT | New York Times Co-a | 股票-通訊服務 | 0.81% | -0.39% | -14.29% | |
| 40 | FNV | Franco-nevada CORP | 股票-原物料 | 0.79% | -0.33% | -0.47% | |
| 41 | PCOR | Procore Technologies Inc | 股票-科技 | 0.77% | — | -5.21% | |
| 42 | AFRM | Affirm Holdings Inc | 股票-金融 | 0.73% | +0.40% | -27.03% | |
| 43 | TBBB | BBB Foods Inc. | 股票-其他 | 0.70% | — | -10.22% | |
| 44 | FRPT | Freshpet Inc | 股票-非循環性消費 | 0.66% | -0.19% | -10.67% | |
| 45 | TEM | Tempus Ai Inc-cl A | 股票-醫療保健 | 0.64% | — | +88.35% | |
| 46 | PRCH | Porch Group Inc | 股票-其他 | 0.64% | +0.32% | +51.62% | |
| 47 | SPNT | SiriusPoint Ltd. | 股票-其他 | 0.63% | -0.05% | +0.65% | |
| 48 | TTAN | Servicetitan Inc-a | 股票-科技 | 0.63% | -0.17% | -0.81% | |
| 49 | BOOT | Boot Barn Holdings Inc | 股票-循環性消費 | 0.62% | -0.03% | -19.61% | |
| 50 | ARX | Accelerant Holdings | 股票-其他 | 0.59% | -0.15% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SHOP | Shopify Inc - Class A | +1.6% | -3.19% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.2% | -2.19% | 減碼 |
| 3 | NET | Cloudflare Inc - Class A | +1.1% | -6.11% | 減碼 |
| 4 | RBLX | Roblox CORP -class A | +1.1% | -1.53% | 減碼 |
| 5 | HOOD | Robinhood Markets Inc - A | +0.8% | +90.83% | 加碼 |
| 6 | FNV | Franco-nevada CORP | +0.7% | -0.47% | 加碼 |
| 7 | TSLA | Tesla Inc | +0.7% | -1.04% | 減碼 |
| 8 | TEM | Tempus Ai Inc-cl A | +0.6% | +88.35% | 加碼 |
| 9 | SN | SharkNinja, Inc. | +0.5% | +12.83% | 加碼 |
| 10 | PRCH | Porch Group Inc | +0.5% | +51.62% | 加碼 |
| 11 | ECHO | Echostar Corp-a | +0.5% | +426.19% | 加碼 |
| 12 | XMTR | Xometry Inc-a | +0.5% | +12.56% | 加碼 |
| 13 | SITM | Sitime CORP | +0.5% | -2.23% | 加碼 |
| 14 | TTAN | Servicetitan Inc-a | +0.4% | -0.81% | 加碼 |
| 15 | ANET | Arista Networks Inc | +0.3% | -4.67% | 減碼 |
| 16 | ALNY | Alnylam Pharmaceuticals Inc | +0.3% | -2.30% | 減碼 |
| 17 | PWR | Quanta Services Inc | +0.3% | -1.25% | 減碼 |
| 18 | KTOS | Kratos Defense & Security | +0.2% | +17.32% | 加碼 |
| 19 | ROKU | Roku Inc | +0.2% | +10.98% | 加碼 |
| 20 | MU | Micron Technology Inc | +0.2% | -1.46% | 減碼 |
| 21 | CYTK | Cytokinetics Inc | +0.2% | +103.57% | 加碼 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.94% | 減碼 |
| 23 | GOOG | Alphabet Inc-cl C | +0.2% | -1.81% | 加碼 |
| 24 | CALX | Calix Inc | +0.2% | -1.21% | 加碼 |
| 25 | BBIO | Bridgebio Pharma Inc | +0.2% | -0.66% | 加碼 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +4.78% | 加碼 |
| 27 | GE | General Electric | +0.2% | -0.84% | 加碼 |
| 28 | UTI | Universal Technical Institut | +0.1% | +6.03% | 加碼 |
| 29 | SNOW | Snowflake Inc | +0.1% | -8.40% | 加碼 |
| 30 | TLN | Talen Energy CORP | +0.1% | -20.26% | 減碼 |
| 31 | GEV | GE Vernova Inc | +0.1% | +66.13% | 加碼 |
| 32 | DASH | Doordash Inc - A | +0.1% | +0.05% | 加碼 |
| 33 | WRBY | Warby Parker Inc-class A | +0.1% | -1.11% | 減碼 |
| 34 | RBRK | Rubrik Inc-a | +0.1% | -0.99% | 加碼 |
| 35 | TPR | Tapestry Inc | +0.1% | +12.44% | 加碼 |
| 36 | MSFT | Microsoft CORP | +0.1% | -3.92% | 減碼 |
| 37 | NU | Nu Holdings Ltd. | 0% | +341.68% | 加碼 |
| 38 | CIEN | Ciena CORP | 0% | +0.46% | 加碼 |
| 39 | MLM | Martin Marietta Materials | 0% | -1.42% | 加碼 |
| 40 | CRWD | Crowdstrike Holdings Inc - A | 0% | -5.10% | 減碼 |
| 41 | SITE | Siteone Landscape Supply Inc | 0% | +14.47% | 加碼 |
| 42 | KYMR | Kymera Therapeutics Inc | 0% | -25.02% | 減碼 |
| 43 | HIMS | Hims & Hers Health Inc | 0% | +2.88% | 加碼 |
| 44 | SEI | Solaris Energy Infrastructur | 0% | -2.09% | 減碼 |
| 45 | RARE | Ultragenyx Pharmaceutical In | 0% | -0.96% | 加碼 |
| 46 | STOK | Stoke Therapeutics Inc | 0% | +19.75% | 加碼 |
| 47 | TKO | Tko Group Holdings Inc | 0% | -1.35% | 減碼 |
| 48 | SPOT | Spotify Technology S.A. | 0% | -2.46% | 加碼 |
| 49 | ESLT | Elbit Systems Ltd. | 0% | -1.74% | 減碼 |
| 50 | ARM | Arm Holdings Plc-adr | 0% | +0.28% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Gilder Gagnon Howe & Co LLC 在 Q3 2025 季度的美股持倉總市值約為 US$96.9億，共申報了 249 個公開持股部位。
在 Q3 2025 季度，Gilder Gagnon Howe & Co LLC 按市值排列的前三大核心持股分別為：NFLX (5.5%)、NVDA (5.1%)、AMZN (4.1%)。其中最大持股部位 NFLX 佔據整體投資組合約 5.5% 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
FIGR
市值: US$1.2億
本季最大獲利了結 / 清倉標的
CRM
前期市值: US$6331.6萬
在 Q3 2025 季度中，Gilder Gagnon Howe & Co LLC 共進行了 200 項持倉異動，包含新建倉 43 個部位、加碼 44 個部位、減碼 92 個部位以及清倉 21 個部位。 其中最大新建倉標的為 FIGR。 本季清倉部位包含 CRM。
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。