# GILDER GAGNON HOWE & CO LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 902464. Source: https://holderbook.com/funds/902464-gilder-gagnon-howe-co-llc/

- Reported value: $9.7B
- Positions: 274
- Weight of the ten largest: 30.6%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $480.7M | 2,402,442 | 5.0% | 31 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $409.2M | 1,668,352 | 4.2% | 28 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $401.4M | 1,684,231 | 4.1% | 31 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $285.5M | 3,999,216 | 2.9% | 31 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $272.2M | 378,096 | 2.8% | 22 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $240.5M | 870,776 | 2.5% | 5 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $239.4M | 569,259 | 2.5% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $232.8M | 201,645 | 2.4% | 10 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $209.6M | 1,835,426 | 2.2% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $194.5M | 345,373 | 2.0% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $192.5M | 538,605 | 2.0% | 31 |
| SITIME CORP | [SITM](https://holderbook.com/stocks/SITM/) | $179.3M | 240,532 | 1.9% | 27 |
| ENPHASE ENERGY INC | [ENPH](https://holderbook.com/stocks/ENPH/) | $171.3M | 3,478,961 | 1.8% | 31 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $163.6M | 461,461 | 1.7% | 12 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $161.6M | 406,268 | 1.7% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $152.2M | 430,815 | 1.6% | 31 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $146.4M | 1,459,898 | 1.5% | 6 |
| SHARKNINJA INC | [SN](https://holderbook.com/stocks/SN/) | $142.4M | 935,238 | 1.5% | 8 |
| NATERA INC | [NTRA](https://holderbook.com/stocks/NTRA/) | $135.2M | 498,064 | 1.4% | 28 |
| EMBRAER S.A. | [EMBJ](https://holderbook.com/stocks/EMBJ/) | $133.9M | 2,098,154 | 1.4% | 9 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $129.7M | 763,296 | 1.3% | 7 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $122.0M | 873,727 | 1.3% | 2 |
| TOWER SEMICONDUCTOR LTD | [TSEM](https://holderbook.com/stocks/TSEM/) | $120.9M | 464,018 | 1.2% | 4 |
| TOAST INC | [TOST](https://holderbook.com/stocks/TOST/) | $110.1M | 3,957,072 | 1.1% | 20 |
| TKO GROUP HOLDINGS INC | [TKO](https://holderbook.com/stocks/TKO/) | $108.2M | 537,438 | 1.1% | 10 |
| BBB FOODS INC | [TBBB](https://holderbook.com/stocks/TBBB/) | $104.9M | 2,517,615 | 1.1% | 10 |
| SPHERE ENTERTAINMENT CO | [SPHR](https://holderbook.com/stocks/SPHR/) | $96.5M | 557,742 | 1.0% | 3 |
| NEW YORK TIMES CO MTN BE | [NYT](https://holderbook.com/stocks/NYT/) | $93.7M | 1,339,426 | 1.0% | 31 |
| ECHOSTAR CORP | [ECHO](https://holderbook.com/stocks/ECHO/) | $92.7M | 912,981 | 1.0% | 10 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $90.4M | 53,237 | 0.9% | 31 |
| AFFIRM HLDGS INC | [AFRM](https://holderbook.com/stocks/AFRM/) | $90.4M | 1,108,083 | 0.9% | 11 |
| QXO INC | [QXO](https://holderbook.com/stocks/QXO/) | $82.7M | 4,788,440 | 0.9% | 5 |
| XOMETRY INC | [XMTR](https://holderbook.com/stocks/XMTR/) | $82.7M | 857,146 | 0.9% | 6 |
| ALNYLAM PHARMACEUTICALS INC | [ALNY](https://holderbook.com/stocks/ALNY/) | $81.0M | 269,051 | 0.8% | 31 |
| ACM RESH INC | [ACMR](https://holderbook.com/stocks/ACMR/) | $80.8M | 637,058 | 0.8% | 10 |
| MDA SPACE LTD | [MDA](https://holderbook.com/stocks/MDA/) | $69.3M | 1,679,194 | 0.7% | 2 |
| SIRIUSPOINT LTD | [SPNT](https://holderbook.com/stocks/SPNT/) | $68.8M | 2,864,674 | 0.7% | 16 |
| AIRBNB INC | [ABNB](https://holderbook.com/stocks/ABNB/) | $68.6M | 479,688 | 0.7% | 23 |
| GAP INC | [GAP](https://holderbook.com/stocks/GAP/) | $68.4M | 3,660,756 | 0.7% | 9 |
| ELBIT SYS LTD | [ESLT](https://holderbook.com/stocks/ESLT/) | $66.5M | 87,647 | 0.7% | 6 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $66.3M | 359,443 | 0.7% | 14 |
| PORCH GROUP INC | [PRCH](https://holderbook.com/stocks/PRCH/) | $65.9M | 4,381,990 | 0.7% | 6 |
| FRANCO NEV CORP | [FNV](https://holderbook.com/stocks/FNV/) | $64.8M | 310,693 | 0.7% | 31 |
| REDDIT INC | [RDDT](https://holderbook.com/stocks/RDDT/) | $63.6M | 366,313 | 0.7% | 4 |
| RIVIAN AUTOMOTIVE INC | [RIVN](https://holderbook.com/stocks/RIVN/) | $62.3M | 3,590,083 | 0.6% | 9 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $59.3M | 312,470 | 0.6% | 1 |
| NLIGHT INC | [LASR](https://holderbook.com/stocks/LASR/) | $58.6M | 840,995 | 0.6% | 2 |
| DUOLINGO INC | [DUOL](https://holderbook.com/stocks/DUOL/) | $57.8M | 502,344 | 0.6% | 20 |
| BOOT BARN HLDGS INC | [BOOT](https://holderbook.com/stocks/BOOT/) | $56.6M | 344,422 | 0.6% | 14 |
| LPL FINL HLDGS INC | [LPLA](https://holderbook.com/stocks/LPLA/) | $54.4M | 193,037 | 0.6% | 13 |
| COREWEAVE INC | [CRWV](https://holderbook.com/stocks/CRWV/) | $53.5M | 537,774 | 0.6% | 3 |
| AXON ENTERPRISE INC | [AXON](https://holderbook.com/stocks/AXON/) | $50.9M | 90,804 | 0.5% | 1 |
| APPLIED OPTOELECTRONICS INC | [AAOI](https://holderbook.com/stocks/AAOI/) | $50.8M | 343,014 | 0.5% | 5 |
| POOL CORP | [POOL](https://holderbook.com/stocks/POOL/) | $50.7M | 235,717 | 0.5% | 31 |
| HUBSPOT INC | [HUBS](https://holderbook.com/stocks/HUBS/) | $49.3M | 270,150 | 0.5% | 31 |
| VIA TRANSN INC | [VIA](https://holderbook.com/stocks/VIA/) | $46.7M | 2,573,117 | 0.5% | 4 |
| FIGURE TECHNOLOGY SOLUTIO | [FIGR](https://holderbook.com/stocks/FIGR/) | $46.2M | 1,504,431 | 0.5% | 4 |
| LIVE OAK BANCSHARES INC | [LOB](https://holderbook.com/stocks/LOB/) | $45.9M | 1,123,910 | 0.5% | 2 |
| ROBLOX CORP | [RBLX](https://holderbook.com/stocks/RBLX/) | $45.8M | 841,776 | 0.5% | 22 |
| TALEN ENERGY CORP | [TLN](https://holderbook.com/stocks/TLN/) | $45.5M | 118,335 | 0.5% | 8 |
| UNIVERSAL TECHNICAL INST INC | [UTI](https://holderbook.com/stocks/UTI/) | $44.5M | 1,041,404 | 0.5% | 6 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $44.0M | 95,875 | 0.5% | 14 |
| ACCELERANT HOLDINGS | [ARX](https://holderbook.com/stocks/ARX/) | $43.7M | 3,732,024 | 0.5% | 4 |
| FTAI AVIATION LTD | [FTAI](https://holderbook.com/stocks/FTAI/) | $43.6M | 161,244 | 0.5% | 10 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $42.3M | 113,237 | 0.4% | 12 |
| NEKTAR THERAPEUTICS | [NKTR](https://holderbook.com/stocks/NKTR/) | $41.9M | 600,873 | 0.4% | 5 |
| BRIDGEBIO PHARMA INC | [BBIO](https://holderbook.com/stocks/BBIO/) | $40.9M | 548,926 | 0.4% | 22 |
| APPFOLIO INC | [APPF](https://holderbook.com/stocks/APPF/) | $40.1M | 250,264 | 0.4% | 30 |
| MARTIN MARIETTA MATLS INC | [MLM](https://holderbook.com/stocks/MLM/) | $39.3M | 68,114 | 0.4% | 31 |
| FRESHPET INC | [FRPT](https://holderbook.com/stocks/FRPT/) | $37.0M | 625,953 | 0.4% | 31 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $36.6M | 387,473 | 0.4% | 1 |
| GRUPO AEROMEXICO SAB DE CV | [AERO](https://holderbook.com/stocks/AERO/) | $36.3M | 2,016,959 | 0.4% | 3 |
| TAMBORAN RES CORP | [TBN](https://holderbook.com/stocks/TBN/) | $35.5M | 1,091,386 | 0.4% | 4 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $34.6M | 202,295 | 0.4% | 1 |
| ARCUTIS BIOTHERAPEUTICS INC | [ARQT](https://holderbook.com/stocks/ARQT/) | $34.4M | 1,313,211 | 0.4% | 10 |
| RAMBUS INC DEL | [RMBS](https://holderbook.com/stocks/RMBS/) | $34.2M | 257,434 | 0.4% | 1 |
| CYTOKINETICS INC | [CYTK](https://holderbook.com/stocks/CYTK/) | $34.1M | 400,245 | 0.4% | 16 |
| ALIGNMENT HEALTHCARE INC | [ALHC](https://holderbook.com/stocks/ALHC/) | $33.3M | 1,399,482 | 0.3% | 5 |
| SOLARIS ENERGY INFRAS INC | [SEI](https://holderbook.com/stocks/SEI/) | $32.4M | 402,996 | 0.3% | 6 |
| INTL GNRL INSURANCE HLDNGS L | [IGIC](https://holderbook.com/stocks/IGIC/) | $31.7M | 1,209,591 | 0.3% | 26 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $30.7M | 101,510 | 0.3% | 3 |
| TEXAS ROADHOUSE INC | [TXRH](https://holderbook.com/stocks/TXRH/) | $29.9M | 154,630 | 0.3% | 11 |
| LOAR HOLDINGS INC | [LOAR](https://holderbook.com/stocks/LOAR/) | $29.5M | 366,256 | 0.3% | 9 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $29.4M | 61,658 | 0.3% | 9 |
| ESTABLISHMENT LABS HLDGS INC | [ESTA](https://holderbook.com/stocks/ESTA/) | $29.3M | 342,033 | 0.3% | 3 |
| SITEONE LANDSCAPE SUPPLY INC | [SITE](https://holderbook.com/stocks/SITE/) | $29.2M | 255,521 | 0.3% | 31 |
| OSCAR HEALTH INC | [OSCR](https://holderbook.com/stocks/OSCR/) | $28.6M | 1,001,982 | 0.3% | 14 |
| THREDUP INC | [TDUP](https://holderbook.com/stocks/TDUP/) | $28.4M | 4,147,133 | 0.3% | 5 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $28.3M | 97,955 | 0.3% | 27 |
| WAYFAIR INC | [W](https://holderbook.com/stocks/W/) | $27.7M | 299,898 | 0.3% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $27.3M | 73,222 | 0.3% | 31 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $26.8M | 191,573 | 0.3% | 3 |
| SERVICETITAN INC | [TTAN](https://holderbook.com/stocks/TTAN/) | $26.7M | 377,904 | 0.3% | 7 |
| KYMERA THERAPEUTICS INC | [KYMR](https://holderbook.com/stocks/KYMR/) | $26.3M | 229,053 | 0.3% | 10 |
| TRANSDIGM GROUP INC | [TDG](https://holderbook.com/stocks/TDG/) | $24.6M | 18,452 | 0.3% | 31 |
| UNIQURE NV | [QURE](https://holderbook.com/stocks/QURE/) | $24.5M | 530,979 | 0.3% | 1 |
| PATTERN GROUP INC | [PTRN](https://holderbook.com/stocks/PTRN/) | $23.4M | 928,703 | 0.2% | 1 |
| LEGENCE CORP | [LGN](https://holderbook.com/stocks/LGN/) | $22.0M | 258,691 | 0.2% | 2 |
| CALIX INC | [CALX](https://holderbook.com/stocks/CALX/) | $21.7M | 580,323 | 0.2% | 31 |
| GLAUKOS CORP | [GKOS](https://holderbook.com/stocks/GKOS/) | $21.3M | 152,448 | 0.2% | 15 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +19.5% | +14.8% | +4.7% | 100% |
| Q1 2026 | -8.7% | -4.6% | -4.1% | 100% |
| Q4 2025 | -0.9% | +2.4% | -3.3% | 100% |
| Q3 2025 | +5.0% | +7.8% | -2.8% | 100% |
| Q2 2025 | +22.6% | +10.5% | +12.2% | 100% |
| Q1 2025 | -10.8% | -4.6% | -6.2% | 100% |
| Q4 2024 | +10.7% | +2.1% | +8.5% | 100% |
| Q3 2024 | +7.4% | +5.4% | +2.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $9.7B | 274 |
| Q1 2026 | $8.3B | 252 |
| Q4 2025 | $9.5B | 250 |
| Q3 2025 | $9.8B | 249 |
| Q2 2025 | $9.4B | 238 |
| Q1 2025 | $7.7B | 233 |
| Q4 2024 | $9.3B | 254 |
| Q3 2024 | $8.4B | 250 |
| Q2 2024 | $8.0B | 251 |
| Q1 2024 | $8.0B | 257 |
| Q4 2023 | $7.3B | 250 |
| Q3 2023 | $6.6B | 258 |