13F Pro13F Pro

GILDER GAGNON HOWE & CO LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 902464
Institutional-grade research for retail investors

Sector Allocation

  • Technology46.0%$4.5B
  • Consumer Discretionary14.1%$1.4B
  • Industrials10.8%$1.0B
  • Healthcare8.6%$836.1M
  • Communication Services8.2%$792.1M
  • Financials6.8%$658.1M
  • Consumer Staples1.9%$184.6M
  • Materials1.8%$172.4M
  • Energy1.0%$97.0M
  • Utilities0.5%$49.9M

AUM History

13fpro.ai/research/fund/gilder-gagnon-howe-and-co-llc-902464

Conviction and streaks

Diversifying · top 10 = 30.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

NVDA$NVDAConviction hold5.0% weight · held 7 quartersNET$NETConviction hold4.2% weight · held 7 quartersAMZN$AMZNConviction hold4.1% weight · held 7 quartersNFLX$NFLXConviction hold3.0% weight · held 7 quartersPWR$PWRConviction hold2.8% weight · held 7 quartersARM$ARMAccumulating+74% shares · 7 quarters runningL$LAccumulating+13% shares · 7 quarters runningHOOD$HOODAccumulating+712% shares · 5 quarters runningPI$PIAccumulating+29% shares · 5 quarters runningACMR$ACMRAccumulating+1183% shares · 4 quarters runningAMZN$AMZNTrimming-17% shares · 7 quarters runningTSLA$TSLATrimming-60% shares · 7 quarters runningMETA$METATrimming-35% shares · 7 quarters runningALNY$ALNYTrimming-34% shares · 7 quarters runningBOOT$BOOTTrimming-29% shares · 7 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/gilder-gagnon-howe-and-co-llc-902464

GILDER GAGNON HOWE & CO LLC 13F holdings — Q2 2026

$9.7B portfolio (+16.2% QoQ) · 274 holdings · Q2 2026 13F · top 10 are 31% of the stock portfolio

All holdings — GILDER GAGNON HOWE & CO LLC (Q2 2026)

274 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
GOOGL$GOOGLAlphabet Inc.$192.5M+12%
SITM$SITMSITIME Corp$179.3M-26%
ENPH$ENPHEnphase Energy, Inc.$171.3M+62%
ARM$ARMARM HOLDINGS PLC /UKadr$163.6M+13%
ISRG$ISRGINTUITIVE SURGICAL INC$161.6M-10%
GOOG$GOOGAlphabet Inc.$152.2M+3%
HOOD$HOODRobinhood Markets, Inc.$146.4M+0.9%
SN$SNSharkNinja, Inc.$142.4M-2%
NTRA$NTRANatera, Inc.$135.2M-34%
EMBJ$EMBJEMBRAER S.A.adr$133.9M-1%
ANET$ANETArista Networks, Inc.$129.7M-4%
INTC$INTCINTEL CORP$122.0M+68%
TSEM$TSEMTOWER SEMICONDUCTOR LTD$120.9M-2%
TOST$TOSTToast, Inc.$110.1M-3%
TKO$TKOTKO Group Holdings, Inc.$108.2M-5%

What changed in Q2 2026

Against the previous quarter's 13F: 50 new, 57 added to, 165 trimmed, 28 sold out. Share-count changes; largest moves by dollar size first.

New positions (50)

  • RTX$RTXRTX Corp$59.3M

    first bought this quarter

  • AXON$AXONAXON ENTERPRISE, INC.$50.9M

    first bought this quarter

  • ON$ONON SEMICONDUCTOR CORP$36.6M

    first bought this quarter

  • SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$34.6M

    first bought this quarter

  • RMBS$RMBSRAMBUS INC$34.2M

    first bought this quarter

  • W$WWayfair Inc.$27.7M

    first bought this quarter

+44 more in the Excel export

Added to (57)

  • ACMR$ACMRACM Research, Inc.+794%

    now $80.8M · held 7+ qtrs, 2 adds in a row

  • ENPH$ENPHEnphase Energy, Inc.+62%

    now $171.3M · held 7+ qtrs, 2 adds in a row

  • DASH$DASHDoorDash, Inc.+1017%

    now $66.3M · held 7+ qtrs

  • INTC$INTCINTEL CORP+68%

    now $122.0M · held 2 qtrs, 2 adds in a row

  • CRWV$CRWVCoreWeave, Inc.+891%

    now $53.5M · held 3 qtrs, 3 adds in a row

  • UTI$UTIUNIVERSAL TECHNICAL INSTITUTE INC+273%

    now $44.5M · held 6 qtrs

+51 more in the Excel export

Trimmed (165)

  • MU$MUMICRON TECHNOLOGY INC-48%

    now $232.8M · held 7+ qtrs, 5 trims in a row

  • ARQT$ARQTArcutis Biotherapeutics, Inc.-69%

    now $34.4M · held 7+ qtrs, 2 trims in a row

  • NTRA$NTRANatera, Inc.-34%

    now $135.2M · held 7+ qtrs, 6 trims in a row

  • SITM$SITMSITIME Corp-26%

    now $179.3M · held 7+ qtrs, 4 trims in a row

  • RBLX$RBLXRoblox Corp-50%

    now $45.8M · held 7+ qtrs, 2 trims in a row

  • SHOP$SHOPSHOPIFY INC.-15%

    now $209.6M · held 7+ qtrs, 4 trims in a row

+159 more in the Excel export

Sold out (28)

  • SHAK$SHAKShake Shack Inc.was $102.2M

    held 6+ qtrs

  • CBOE$CBOECboe Global Markets, Inc.was $57.0M

    held 6+ qtrs

  • SFM$SFMSprouts Farmers Market, Inc.was $31.4M

    held 6+ qtrs

  • ROKU$ROKUROKU, INCwas $25.8M

    held 6+ qtrs

  • BRCB$BRCBBlack Rock Coffee Bar, Inc.was $7.8M

    held 3 qtrs

  • CME$CMECME GROUP INC.was $6.8M

+22 more in the Excel export

Firm AUM (Form ADV): $12.1B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F GILDER GAGNON HOWE & CO LLC has filed, 40 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow GILDER GAGNON HOWE?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of GILDER GAGNON HOWE's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-6.0%

Value-weighted move of the 10 largest stock positions

Turnover

12%

Last quarter; 31% over the last 4

Top 10 weight

31%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

87%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

GILDER GAGNON HOWE & CO LLC disclosed 274 positions worth $9.7B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 5.0% of the equity portfolio, followed by $NET and $AMZN. During the quarter the fund opened 50 new positions and exited 28 — including a new stake in $RTX and a full exit from $SHAK. The portfolio is most concentrated in Technology (46.0% of disclosed assets). All figures are sourced directly from GILDER GAGNON HOWE & CO LLC’s Form 13F-HR filing with the SEC under CIK 902464.

Funds like this

managers whose biggest positions overlap GILDER GAGNON HOWE's
SANDS CAPITAL MANAGEMENT, LLC$26.93B 13F book · 8 shared top holdingsNETSHOPPWRISRGBAILLIE GIFFORD & CO$110.23B 13F book · 7 shared top holdingsNETSHOPMELIISRGNZS Capital, LLC$3.86B 13F book · 8 shared top holdingsPWRSHOPARMISRGSUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$5.69B 13F book · 7 shared top holdingsNBISSITMNTRATSEMNikko Asset Management Americas, Inc.$7.75B 13F book · 7 shared top holdingsSHOPHOODNTRANETZEVENBERGEN CAPITAL INVESTMENTS LLC$4.37B 13F book · 6 shared top holdingsSHOPPWRNTRATOST

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: GILDER GAGNON HOWE & CO LLC

13F Pro is an AI hedge fund tracker and stock research platform. For GILDER GAGNON HOWE & CO LLC (SEC CIK: 902464), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in GILDER GAGNON HOWE & CO LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.