GILDER GAGNON HOWE & CO LLC
13F Reported Value
ⓘ$9.7B
Holdings
274
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (45.7% 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.
AI Fund Analysis
Diversifying
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$480.7M2,402,442 sh - 56.4#1,168
Quality
$409.2M1,668,352 sh - 68.7#300
Quality
$401.4M1,684,231 sh - 78.8
Quality
$285.5M3,999,216 sh - 72.1
Quality
$272.2M378,096 sh - —
Quality
$240.5M870,776 sh - 53.9
Quality
$239.4M569,259 sh - 86.2
Quality
$232.8M201,645 sh - 64.9
Quality
$209.6M1,835,426 sh - 79.6
Quality
$194.5M345,373 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 85.9#5 | $480.7M | 2,402,442 |
 Cloudflare, Inc.$NET | 56.4#1,168 | $409.2M | 1,668,352 |
 AMAZON COM INC$AMZN | 68.7#300 | $401.4M | 1,684,231 |
 NETFLIX INC$NFLX | 78.8 | $285.5M | 3,999,216 |
 QUANTA SERVICES, INC.$PWR | 72.1 | $272.2M | 378,096 |
 Nebius Group N.V.$NBIS | — | $240.5M | 870,776 |
 Tesla, Inc.$TSLA | 53.9 | $239.4M | 569,259 |
 MICRON TECHNOLOGY INC$MU | 86.2 | $232.8M | 201,645 |
 SHOPIFY INC.$SHOP | 64.9 | $209.6M | 1,835,426 |
 Meta Platforms, Inc.$META | 79.6 | $194.5M | 345,373 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of GILDER GAGNON HOWE & CO LLC's 274 positions.
Showing top 10 of 274 holdings.
Sector Allocation
Technology
$4.4B
Industrials
$1.4B
Consumer Discretionary
$1.0B
Healthcare
$836.1M
Communication Services
$792.1M
Financials
$658.1M
Consumer Staples
$173.5M
Materials
$166.0M
Top Holdings — GILDER GAGNON HOWE & CO LLC (Q2 2026)
Top 150 of 274 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $480.7M | 5.0% | -5% | 85.9 |
| 2 | $NET | Cloudflare, Inc. | $409.2M | 4.2% | -6% | 56.4 |
| 3 | $AMZN | AMAZON COM INC | $401.4M | 4.1% | -4% | 68.7 |
| 4 | $NFLX | NETFLIX INC | $285.5M | 3.0% | -5% | 78.8 |
| 5 | $PWR | QUANTA SERVICES, INC. | $272.2M | 2.8% | +1% | 72.1 |
| 6 | $NBIS | Nebius Group N.V. | $240.5M | 2.5% | -8% | — |
| 7 | $TSLA | Tesla, Inc. | $239.4M | 2.5% | -8% | 53.9 |
| 8 | $MU | MICRON TECHNOLOGY INC | $232.8M | 2.4% | -48% | 86.2 |
| 9 | $SHOP | SHOPIFY INC. | $209.6M | 2.2% | -15% | 64.9 |
| 10 | $META | Meta Platforms, Inc. | $194.5M | 2.0% | -12% | 79.6 |
| 11 |  $GOOG | Alphabet Inc. | $192.5M | 2.0% | +12% | 78.2 |
| 12 |  $SITM | SITIME Corp | $179.3M | 1.9% | -26% | 66.1 |
| 13 |  $ENPH | Enphase Energy, Inc. | $171.3M | 1.8% | +62% | 42.9 |
| 14 |  $ARM | ARM HOLDINGS PLC /UK | $163.6M | 1.7% | +13% | — |
| 15 |  $ISRG | INTUITIVE SURGICAL INC | $161.6M | 1.7% | -10% | 79.9 |
| 16 |  $GOOGL | Alphabet Inc. | $152.2M | 1.6% | +3% | 78.2 |
| 17 |  $HOOD | Robinhood Markets, Inc. | $146.4M | 1.5% | +1% | 82.1 |
| 18 |  $SN | SharkNinja, Inc. | $142.4M | 1.5% | -2% | 66.8 |
| 19 |  $NTRA | Natera, Inc. | $135.2M | 1.4% | -34% | 53.5 |
| 20 |  $EMBJ | EMBRAER S.A. | $133.9M | 1.4% | -1% | — |
| 21 |  $ANET | Arista Networks, Inc. | $129.7M | 1.3% | -4% | 81.9 |
| 22 |  $INTC | INTEL CORP | $122.0M | 1.3% | +68% | 45.6 |
| 23 |  $TSEM | TOWER SEMICONDUCTOR LTD | $120.9M | 1.3% | -2% | — |
| 24 |  $TOST | Toast, Inc. | $110.1M | 1.1% | -3% | 69.5 |
| 25 |  $TKO | TKO Group Holdings, Inc. | $108.2M | 1.1% | -5% | 68.1 |
| 26 |  $TBBB | BBB FOODS INC | $104.9M | 1.1% | -1% | — |
| 27 |  $SPHR | Sphere Entertainment Co. | $96.5M | 1.0% | -1% | 53.7 |
| 28 |  $NYT | NEW YORK TIMES CO | $93.7M | 1.0% | -1% | 68.2 |
| 29 |  $ECHO | EchoStar CORP | $92.7M | 1.0% | -22% | 32.8 |
| 30 |  $MELI | MERCADOLIBRE INC | $90.4M | 0.9% | -4% | 80.2 |
| 31 |  $AFRM | Affirm Holdings, Inc. | $90.4M | 0.9% | +16% | 81.3 |
| 32 |  $QXO | QXO, Inc. | $82.7M | 0.8% | -20% | 49 |
| 33 |  $XMTR | Xometry, Inc. | $82.7M | 0.8% | -7% | 48.3 |
| 34 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $81.0M | 0.8% | -4% | 71.4 |
| 35 |  $ACMR | ACM Research, Inc. | $80.8M | 0.8% | +794% | 54 |
| 36 |  $MDA | MDA Space Ltd. | $69.3M | 0.7% | -13% | — |
| 37 |  $SPNT | SiriusPoint Ltd | $68.8M | 0.7% | -3% | — |
| 38 |  $ABNB | Airbnb, Inc. | $68.6M | 0.7% | +13% | 71 |
| 39 |  $GAP | GAP INC | $68.4M | 0.7% | -0% | 58.1 |
| 40 |  $ESLT | ELBIT SYSTEMS LTD | $66.5M | 0.7% | -22% | — |
| 41 |  $DASH | DoorDash, Inc. | $66.3M | 0.7% | +1017% | 71 |
| 42 |  $PRCH | Porch Group, Inc. | $65.9M | 0.7% | +5% | 46.1 |
| 43 |  $FNV | FRANCO NEVADA Corp | $64.8M | 0.7% | -8% | — |
| 44 |  $RDDT | Reddit, Inc. | $63.6M | 0.7% | -3% | 79.8 |
| 45 |  $RIVN | Rivian Automotive, Inc. / DE | $62.3M | 0.6% | +1% | 35.9 |
| 46 |  $RTX | RTX Corp | $59.3M | 0.6% | NEW | 73.2 |
| 47 |  $LASR | NLIGHT, INC. | $58.6M | 0.6% | +7% | 54.1 |
| 48 |  $DUOL | Duolingo, Inc. | $57.8M | 0.6% | -1% | 74.5 |
| 49 |  $BOOT | Boot Barn Holdings, Inc. | $56.6M | 0.6% | -1% | 62.6 |
| 50 |  $LPLA | LPL Financial Holdings Inc. | $54.4M | 0.6% | -1% | 72.1 |
| 51 |  $CRWV | CoreWeave, Inc. | $53.5M | 0.6% | +891% | 52.2 |
| 52 |  $AXON | AXON ENTERPRISE, INC. | $50.9M | 0.5% | NEW | 56.6 |
| 53 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $50.8M | 0.5% | -25% | 40.1 |
| 54 |  $POOL | POOL CORP | $50.7M | 0.5% | -16% | 51.8 |
| 55 |  $HUBS | HUBSPOT INC | $49.3M | 0.5% | +67% | 70.4 |
| 56 |  $VIA | Via Transportation, Inc. | $46.7M | 0.5% | +67% | 36.9 |
| 57 |  $FIGR | Figure Technology Solutions, Inc. | $46.2M | 0.5% | -22% | 77.1 |
| 58 |  $LOB | Live Oak Bancshares, Inc. | $45.9M | 0.5% | -6% | 59.1 |
| 59 |  $RBLX | Roblox Corp | $45.8M | 0.5% | -50% | 60.3 |
| 60 |  $TLN | Talen Energy Corp | $45.5M | 0.5% | -2% | 57.2 |
| 61 |  $UTI | UNIVERSAL TECHNICAL INSTITUTE INC | $44.5M | 0.5% | +273% | 53.3 |
| 62 |  $SPOT | Spotify Technology S.A. | $44.0M | 0.5% | -18% | — |
| 63 |  $ARX | Accelerant Holdings | $43.7M | 0.5% | -0% | 45.3 |
| 64 |  $FTAI | FTAI Aviation Ltd. | $43.6M | 0.5% | -6% | — |
| 65 |  $GE | GENERAL ELECTRIC CO | $42.3M | 0.4% | -3% | 73.8 |
| 66 |  $NKTR | NEKTAR THERAPEUTICS | $41.9M | 0.4% | +121% | 9.7 |
| 67 |  $BBIO | BridgeBio Pharma, Inc. | $40.9M | 0.4% | +31% | 36.9 |
| 68 |  $APPF | APPFOLIO INC | $40.1M | 0.4% | -6% | 71.6 |
| 69 |  $MLM | MARTIN MARIETTA MATERIALS INC | $39.3M | 0.4% | -2% | 62.9 |
| 70 |  $FRPT | Freshpet, Inc. | $37.0M | 0.4% | -23% | 61.1 |
| 71 |  $ON | ON SEMICONDUCTOR CORP | $36.6M | 0.4% | NEW | 55 |
| 72 |  $AERO | Grupo Aeromexico, S.A.B. de C.V. | $36.3M | 0.4% | -17% | — |
| 73 |  $TBN | Tamboran Resources Corp | $35.5M | 0.4% | +30% | — |
| 74 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $34.6M | 0.4% | NEW | — |
| 75 |  $ARQT | Arcutis Biotherapeutics, Inc. | $34.4M | 0.4% | -69% | 62.9 |
| 76 |  $RMBS | RAMBUS INC | $34.2M | 0.3% | NEW | 70.2 |
| 77 |  $CYTK | CYTOKINETICS INC | $34.1M | 0.3% | +21% | 28.1 |
| 78 |  $ALHC | Alignment Healthcare, Inc. | $33.3M | 0.3% | -24% | 64.2 |
| 79 |  $SEI | Solaris Energy Infrastructure, Inc. | $32.4M | 0.3% | -1% | 56.4 |
| 80 |  $IGIC | International General Insurance Holdings Ltd. | $31.7M | 0.3% | -0% | — |
| 81 |  $BE | Bloom Energy Corp | $30.7M | 0.3% | +24% | 66.2 |
| 82 |  $TXRH | Texas Roadhouse, Inc. | $29.9M | 0.3% | -14% | 62.7 |
| 83 |  $LOAR | Loar Holdings Inc. | $29.5M | 0.3% | -17% | 65.7 |
| 84 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $29.4M | 0.3% | -22% | — |
| 85 |  $ESTA | ESTABLISHMENT LABS HOLDINGS INC. | $29.3M | 0.3% | +27% | 33.9 |
| 86 |  $SITE | SiteOne Landscape Supply, Inc. | $29.2M | 0.3% | +6% | 52.1 |
| 87 |  $OSCR | Oscar Health, Inc. | $28.6M | 0.3% | -7% | 83.1 |
| 88 |  $TDUP | ThredUp Inc. | $28.4M | 0.3% | +75% | 35.3 |
| 89 |  $AAPL | Apple Inc. | $28.3M | 0.3% | +24% | 76.4 |
| 90 |  $W | Wayfair Inc. | $27.7M | 0.3% | NEW | 43.8 |
| 91 |  $MSFT | MICROSOFT CORP | $27.3M | 0.3% | -6% | 79.8 |
| 92 |  $C | CITIGROUP INC | $26.8M | 0.3% | -1% | 65 |
| 93 |  $TTAN | ServiceTitan, Inc. | $26.7M | 0.3% | -36% | 49.2 |
| 94 |  $KYMR | Kymera Therapeutics, Inc. | $26.3M | 0.3% | -3% | 28.4 |
| 95 |  $TDG | TransDigm Group INC | $24.6M | 0.3% | -14% | 68 |
| 96 |  $QURE | uniQure N.V. | $24.5M | 0.3% | NEW | — |
| 97 |  $PTRN | Pattern Group Inc. | $23.4M | 0.2% | NEW | 61.4 |
| 98 |  $LGN | Legence Corp. | $22.0M | 0.2% | +30% | 64.1 |
| 99 |  $CALX | CALIX, INC | $21.7M | 0.2% | -26% | 56.6 |
| 100 |  $GKOS | GLAUKOS Corp | $21.3M | 0.2% | -0% | 40.5 |
| 101 |  $SIBN | SI-BONE, Inc. | $20.4M | 0.2% | +20% | 42.7 |
| 102 |  $MA | Mastercard Inc | $20.1M | 0.2% | +41% | 85.1 |
| 103 |  $TEM | Tempus AI, Inc. | $20.0M | 0.2% | -10% | 41.2 |
| 104 |  $ALNT | ALLIENT INC | $17.5M | 0.2% | -1% | 47.4 |
| 105 |  $QCOM | QUALCOMM INC/DE | $17.2M | 0.2% | NEW | 70.5 |
| 106 |  $WRB | BERKLEY W R CORP | $16.9M | 0.2% | -0% | 68.6 |
| 107 |  $GEV | GE Vernova Inc. | $16.1M | 0.2% | -17% | 81.1 |
| 108 |  $GH | Guardant Health, Inc. | $15.7M | 0.2% | NEW | 39 |
| 109 |  $MDGL | MADRIGAL PHARMACEUTICALS, INC. | $15.3M | 0.2% | -3% | 40.7 |
| 110 |  $KRYS | Krystal Biotech, Inc. | $15.0M | 0.1% | +0% | 79.2 |
| 111 |  $MSGS | Madison Square Garden Sports Corp. | $14.3M | 0.1% | -5% | 50.3 |
| 112 |  $SNOW | Snowflake Inc. | $14.3M | 0.1% | NEW | 54.9 |
| 113 |  $AMBQ | Ambiq Micro, Inc. | $14.1M | 0.1% | +46% | 30.1 |
| 114 | — | ROUNDHILL ETF TRUST - MEMORY ETF | $13.7M | 0.1% | NEW | — |
| 115 |  $DDOG | Datadog, Inc. | $13.4M | 0.1% | -28% | 71.4 |
| 116 |  $GTLS | CHART INDUSTRIES INC | $13.1M | 0.1% | -2% | 49 |
| 117 |  $DPC | DPC Holdings PLC | $13.0M | 0.1% | NEW | — |
| 118 |  $PL | Planet Labs PBC | $12.4M | 0.1% | -3% | 38.4 |
| 119 |  $WWD | Woodward, Inc. | $12.4M | 0.1% | -37% | 67.3 |
| 120 |  $MGY | Magnolia Oil & Gas Corp | $12.3M | 0.1% | -1% | 67.3 |
| 121 |  $REAL | TheRealReal, Inc. | $12.0M | 0.1% | +1880% | 36.8 |
| 122 |  $COCO | Vita Coco Company, Inc. | $11.8M | 0.1% | -2% | 63.1 |
| 123 |  $HNGE | Hinge Health, Inc. | $11.8M | 0.1% | -6% | 74.9 |
| 124 |  $OPCH | Option Care Health, Inc. | $11.7M | 0.1% | -30% | 56 |
| 125 |  $MANE | Veradermics, Inc | $11.7M | 0.1% | NEW | — |
| 126 |  $MAMA | Mama's Creations, Inc. | $11.3M | 0.1% | +171% | 62.2 |
| 127 |  $EVER | EverQuote, Inc. | $10.9M | 0.1% | +518% | 68.4 |
| 128 |  $CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | $10.9M | 0.1% | +57% | 29.3 |
| 129 |  $LGIH | LGI Homes, Inc. | $10.9M | 0.1% | -1% | 42.3 |
| 130 |  $GLW | CORNING INC /NY | $9.9M | 0.1% | -69% | 73.7 |
| 131 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $9.9M | 0.1% | -1% | 44.6 |
| 132 |  $CB | Chubb Ltd | $9.7M | 0.1% | -0% | — |
| 133 |  $PLTR | Palantir Technologies Inc. | $9.6M | 0.1% | -70% | 84.6 |
| 134 |  $AEHR | AEHR TEST SYSTEMS | $9.6M | 0.1% | -77% | 16.5 |
| 135 |  $REZI | RESIDEO TECHNOLOGIES, INC. | $9.6M | 0.1% | -1% | 54.9 |
| 136 |  $RKLB | Rocket Lab Corp | $9.3M | 0.1% | +285% | 39.9 |
| 137 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $9.2M | 0.1% | NEW | 55.6 |
| 138 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $9.1M | 0.1% | +48% | 70 |
| 139 |  $AVEX | AEVEX Corp. | $9.0M | 0.1% | NEW | — |
| 140 |  $ONEW | OneWater Marine Inc. | $8.9M | 0.1% | -1% | 30.2 |
| 141 |  $FWONA | Liberty Media Corp | $8.9M | 0.1% | -4% | 63.2 |
| 142 |  $HUT | Hut 8 Corp. | $8.7M | 0.1% | +23% | 37.4 |
| 143 |  $MCO | MOODYS CORP /DE/ | $8.6M | 0.1% | -14% | 79.1 |
| 144 |  $SKM | SK TELECOM CO LTD | $8.1M | 0.1% | NEW | — |
| 145 |  $SU | SUNCOR ENERGY INC | $7.9M | 0.1% | -1% | — |
| 146 |  $HEI.A | HEICO CORP | $7.7M | 0.1% | -1% | 75.6 |
| 147 |  $NAMS | NewAmsterdam Pharma Co N.V. | $7.6M | 0.1% | -7% | — |
| 148 |  $AMT | AMERICAN TOWER CORP /MA/ | $7.4M | 0.1% | -11% | 66.3 |
| 149 |  $PAG | PENSKE AUTOMOTIVE GROUP, INC. | $7.4M | 0.1% | -0% | 49.4 |
| 150 |  $NOW | ServiceNow, Inc. | $7.3M | 0.1% | +38% | 72.9 |
New Positions (50)
$RTX RTX Corp$59.3M$AXON AXON ENTERPRISE, INC.$50.9M$ON ON SEMICONDUCTOR CORP$36.6M$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$34.6M$RMBS RAMBUS INC$34.2M$W Wayfair Inc.$27.7M$QURE uniQure N.V.$24.5M$PTRN Pattern Group Inc.$23.4M$QCOM QUALCOMM INC/DE$17.2M$GH Guardant Health, Inc.$15.7M$SNOW Snowflake Inc.$14.3M$DPC DPC Holdings PLC$13.0M$MANE Veradermics, Inc$11.7M$TTWO TAKE TWO INTERACTIVE SOFTWARE INC$9.2MExited Positions (28)
$SHAK Shake Shack Inc.
$CBOE Cboe Global Markets, Inc.
$SFM Sprouts Farmers Market, Inc.
$ROKU ROKU, INC
$BRCB Black Rock Coffee Bar, Inc.
$CME CME GROUP INC.
$MCD MCDONALDS CORP
$WCN Waste Connections, Inc.
$CIEN CIENA CORP
$IBN ICICI BANK LTD
$RDNT RadNet, Inc.
$EYE National Vision Holdings, Inc.
$NP Neptune Insurance Holdings Inc.
$HDB HDFC BANK LTDBrowse Top Institutional Investors
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