Gilder Gagnon Howe
New York, NYfiles as GILDER GAGNON HOWE & CO LLC
$9.7bn in 274 US stocks at the end of 30 June 2026. The top 10 are 30.6% of the money. It changed about 18.8% of the portfolio this quarter.
Value
$9.7bn
Stocks
274
Top 10 share
30.6%
Turnover
18.8%
What changed this quarter
New
Bought for the first time this quarter.
- RTXRTX0.6% of the fund
- Axon EnterpriseAXON0.5% of the fund
- ON SemiconductorON0.4% of the fund
- Space Exploration TechnologiesSPCX0.4% of the fund
- RambusRMBS0.4% of the fund
- WayfairW0.3% of the fund
- uniQureQURE0.3% of the fund
- Pattern GroupPTRN0.2% of the fund
- QualcommQCOM0.2% of the fund
- Guardant HealthGH0.2% of the fund
- SnowflakeSNOW0.1% of the fund
- Roundhill ETF TrustDRAM0.1% of the fund
- DPC HoldingsDPC0.1% of the fund
- VeradermicsMANE0.1% of the fund
- Take TWO Interactive SoftwareTTWO<0.1% of the fund
- AevexAVEX<0.1% of the fund
- SK TelecomSKM<0.1% of the fund
- JabilJBL<0.1% of the fund
- VisaV<0.1% of the fund
- CelesticaCLS<0.1% of the fund
- PDF SolutionsPDFS<0.1% of the fund
- Revolution MedicinesRVMD<0.1% of the fund
- Hyperliquid StrategiesPURR<0.1% of the fund
- PersonalisPSNL<0.1% of the fund
- GitlabGTLB<0.1% of the fund
Added
Bought more of a stock they already held.
- AlphabetGOOGL2.0% of the fund+12%
- Enphase EnergyENPH1.8% of the fund+62%
- ARM HoldingsARM1.7% of the fund+13%
- AlphabetGOOG1.6% of the fund+3%
- IntelINTC1.3% of the fund+68%
- Affirm HoldingsAFRM0.9% of the fund+16%
- ACM ResearchACMR0.8% of the fund+794%
- AirbnbABNB0.7% of the fund+13%
- DoorDashDASH0.7% of the fund+1017%
- Porch GroupPRCH0.7% of the fund+5%
- NlightLASR0.6% of the fund+7%
- CoreWeaveCRWV0.6% of the fund+890%
- HubspotHUBS0.5% of the fund+67%
- Via TransportationVIA0.5% of the fund+67%
- Universal Technical InstituteUTI0.5% of the fund+273%
- Nektar TherapeuticsNKTR0.4% of the fund+121%
- BridgeBio PharmaBBIO0.4% of the fund+31%
- Tamboran ResourcesTBN0.4% of the fund+30%
- CytokineticsCYTK0.4% of the fund+21%
- Bloom EnergyBE0.3% of the fund+24%
- Establishment Labs HoldingsESTA0.3% of the fund+27%
- SiteOne Landscape SupplySITE0.3% of the fund+6%
- ThredUpTDUP0.3% of the fund+75%
- AppleAAPL0.3% of the fund+24%
- LegenceLGN0.2% of the fund+30%
Cut
Sold some of their stake.
- NvidiaNVDA5.0% of the fund-5%
- CloudflareNET4.2% of the fund-6%
- Amazon.comAMZN4.1% of the fund-4%
- NetflixNFLX2.9% of the fund-5%
- Nebius GroupNBIS2.5% of the fund-8%
- TeslaTSLA2.5% of the fund-8%
- Micron TechnologyMU2.4% of the fund-48%
- ShopifySHOP2.2% of the fund-15%
- Meta PlatformsMETA2.0% of the fund-12%
- SitimeSITM1.9% of the fund-26%
- Intuitive SurgicalISRG1.7% of the fund-10%
- SharkNinjaSN1.5% of the fund-2%
- NateraNTRA1.4% of the fund-34%
- Arista NetworksANET1.3% of the fund-4%
- ToastTOST1.1% of the fund-3%
- TKO Group HoldingsTKO1.1% of the fund-5%
- EchoStarECHO1.0% of the fund-22%
- MercadoLibreMELI0.9% of the fund-4%
- QXOQXO0.9% of the fund-20%
- XometryXMTR0.9% of the fund-7%
- Alnylam PharmaceuticalsALNY0.8% of the fund-4%
- MDA SpaceMDA0.7% of the fund-13%
- SiriusPointSPNT0.7% of the fund-3%
- Elbit SystemsESLT0.7% of the fund-22%
- Franco NevadaFNV0.7% of the fund-8%
Sold out
Sold their entire stake.
- Shake ShackSHAK-100%
- Cboe Global MktsCBOE-100%
- Sprouts Farmers MarketSFM-100%
- RokuROKU-100%
- Black Rock Coffee BarBRCB-100%
- CME GroupCME-100%
- McDonald'sMCD-100%
- Waste ConnectionsWCN-100%
- IsharesEWY-100%
- CienaCIEN-100%
- Icici BankIBN-100%
- RadNetRDNT-100%
- National Vision HoldingsEYE-100%
- Neptune Insurance HoldingsNP-100%
- HDFC BankHDB-100%
- Karman HoldingsKRMN-100%
- TransoceanRIG-100%
- Cogent BiosciencesCOGT-100%
- Huntington Ingalls IndustriesHII-100%
- Zillow GroupZ-100%
- ErascaERAS-100%
- Boston ScientificBSX-100%
- Maze TherapeuticsMAZE-100%
- Birkenstock HoldingBIRK-100%
- EQTEQT-100%
Holdings
- ARM HoldingsARM
- Share
- 1.7%
- Value
- $164m
- Shares
- 461,461
+13%
- MDA SpaceMDA
- Share
- 0.7%
- Value
- $69m
- Shares
- 1,679,194
-13%
- Franco NevadaFNV
- Share
- 0.7%
- Value
- $65m
- Shares
- 310,693
-8%
- Grupo Aeromexico SAB de CVAERO
- Share
- 0.4%
- Value
- $36m
- Shares
- 2,016,959
-17%
- Space Exploration TechnologiesSPCX
- Share
- 0.4%
- Value
- $35m
- Shares
- 202,295
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 5.0% | $481m | 2,402,442 | -5% |
| CloudflareNET | 4.2% | $409m | 1,668,352 | -6% |
| Amazon.comAMZN | 4.1% | $401m | 1,684,231 | -4% |
| NetflixNFLX | 2.9% | $286m | 3,999,216 | -5% |
| Quanta ServicesPWR | 2.8% | $272m | 378,096 | Held |
| Nebius GroupNBIS | 2.5% | $240m | 870,776 | -8% |
| TeslaTSLA | 2.5% | $239m | 569,259 | -8% |
| Micron TechnologyMU | 2.4% | $233m | 201,645 | -48% |
| ShopifySHOP | 2.2% | $210m | 1,835,426 | -15% |
| Meta PlatformsMETA | 2.0% | $195m | 345,373 | -12% |
| AlphabetGOOGL | 2.0% | $192m | 538,605 | +12% |
| SitimeSITM | 1.9% | $179m | 240,532 | -26% |
| Enphase EnergyENPH | 1.8% | $171m | 3,478,961 | +62% |
| ARM HoldingsARM | 1.7% | $164m | 461,461 | +13% |
| Intuitive SurgicalISRG | 1.7% | $162m | 406,268 | -10% |
| AlphabetGOOG | 1.6% | $152m | 430,815 | +3% |
| Robinhood MarketsHOOD | 1.5% | $146m | 1,459,898 | Held |
| SharkNinjaSN | 1.5% | $142m | 935,238 | -2% |
| NateraNTRA | 1.4% | $135m | 498,064 | -34% |
| EmbraerEMBJ | 1.4% | $134m | 2,098,154 | Held |
| Arista NetworksANET | 1.3% | $130m | 763,296 | -4% |
| IntelINTC | 1.3% | $122m | 873,727 | +68% |
| Tower SemiconductorTSEM | 1.2% | $121m | 464,018 | Held |
| ToastTOST | 1.1% | $110m | 3,957,072 | -3% |
| TKO Group HoldingsTKO | 1.1% | $108m | 537,438 | -5% |
| BBB FoodsTBBB | 1.1% | $105m | 2,517,615 | Held |
| Sphere EntertainmentSPHR | 1.0% | $97m | 557,742 | Held |
| New York TimesNYT | 1.0% | $94m | 1,339,426 | Held |
| EchoStarECHO | 1.0% | $93m | 912,981 | -22% |
| MercadoLibreMELI | 0.9% | $90m | 53,237 | -4% |
| Affirm HoldingsAFRM | 0.9% | $90m | 1,108,083 | +16% |
| QXOQXO | 0.9% | $83m | 4,788,440 | -20% |
| XometryXMTR | 0.9% | $83m | 857,146 | -7% |
| Alnylam PharmaceuticalsALNY | 0.8% | $81m | 269,051 | -4% |
| ACM ResearchACMR | 0.8% | $81m | 637,058 | +794% |
| MDA SpaceMDA | 0.7% | $69m | 1,679,194 | -13% |
| SiriusPointSPNT | 0.7% | $69m | 2,864,674 | -3% |
| AirbnbABNB | 0.7% | $69m | 479,688 | +13% |
| GAPGAP | 0.7% | $68m | 3,660,756 | Held |
| Elbit SystemsESLT | 0.7% | $66m | 87,647 | -22% |
| DoorDashDASH | 0.7% | $66m | 359,443 | +1017% |
| Porch GroupPRCH | 0.7% | $66m | 4,381,990 | +5% |
| Franco NevadaFNV | 0.7% | $65m | 310,693 | -8% |
| RedditRDDT | 0.7% | $64m | 366,313 | -3% |
| Rivian AutomotiveRIVN | 0.6% | $62m | 3,590,083 | Held |
| RTXRTX | 0.6% | $59m | 312,470 | New |
| NlightLASR | 0.6% | $59m | 840,995 | +7% |
| DuolingoDUOL | 0.6% | $58m | 502,344 | Held |
| Boot Barn HoldingsBOOT | 0.6% | $57m | 344,422 | Held |
| LPL Financial HoldingsLPLA | 0.6% | $54m | 193,037 | Held |
| CoreWeaveCRWV | 0.6% | $54m | 537,774 | +890% |
| Axon EnterpriseAXON | 0.5% | $51m | 90,804 | New |
| Applied OptoelectronicsAAOI | 0.5% | $51m | 343,014 | -25% |
| PoolPOOL | 0.5% | $51m | 235,717 | -16% |
| HubspotHUBS | 0.5% | $49m | 270,150 | +67% |
| Via TransportationVIA | 0.5% | $47m | 2,573,117 | +67% |
| Figure Technology SolutionsFIGR | 0.5% | $46m | 1,504,431 | -22% |
| Live Oak BancsharesLOB | 0.5% | $46m | 1,123,910 | -6% |
| RobloxRBLX | 0.5% | $46m | 841,776 | -50% |
| Talen EnergyTLN | 0.5% | $45m | 118,335 | Held |
| Universal Technical InstituteUTI | 0.5% | $45m | 1,041,404 | +273% |
| Spotify TechnologySPOT | 0.5% | $44m | 95,875 | -18% |
| Accelerant HoldingsARX | 0.5% | $44m | 3,732,024 | Held |
| FTAI AviationFTAI | 0.5% | $44m | 161,244 | -6% |
| General ElectricGE | 0.4% | $42m | 113,237 | -3% |
| Nektar TherapeuticsNKTR | 0.4% | $42m | 600,873 | +121% |
| BridgeBio PharmaBBIO | 0.4% | $41m | 548,926 | +31% |
| AppfolioAPPF | 0.4% | $40m | 250,264 | -6% |
| Martin Marietta MaterialsMLM | 0.4% | $39m | 68,114 | Held |
| FreshpetFRPT | 0.4% | $37m | 625,953 | -23% |
| ON SemiconductorON | 0.4% | $37m | 387,473 | New |
| Grupo Aeromexico SAB de CVAERO | 0.4% | $36m | 2,016,959 | -17% |
| Tamboran ResourcesTBN | 0.4% | $35m | 1,091,386 | +30% |
| Space Exploration TechnologiesSPCX | 0.4% | $35m | 202,295 | New |
| Arcutis BiotherapeuticsARQT | 0.4% | $34m | 1,313,211 | -69% |
| RambusRMBS | 0.4% | $34m | 257,434 | New |
| CytokineticsCYTK | 0.4% | $34m | 400,245 | +21% |
| Alignment HealthcareALHC | 0.3% | $33m | 1,399,482 | -24% |
| Solaris Energy InfrastructureSEI | 0.3% | $32m | 402,996 | Held |
| International General Insurance HoldingsIGIC | 0.3% | $32m | 1,209,591 | Held |
| Bloom EnergyBE | 0.3% | $31m | 101,510 | +24% |
| Texas RoadhouseTXRH | 0.3% | $30m | 154,630 | -14% |
| Loar HoldingsLOAR | 0.3% | $30m | 366,256 | -17% |
| Taiwan Semiconductor ManufacturingTSM | 0.3% | $29m | 61,658 | -22% |
| Establishment Labs HoldingsESTA | 0.3% | $29m | 342,033 | +27% |
| SiteOne Landscape SupplySITE | 0.3% | $29m | 255,521 | +6% |
| Oscar HealthOSCR | 0.3% | $29m | 1,001,982 | -7% |
| ThredUpTDUP | 0.3% | $28m | 4,147,133 | +75% |
| AppleAAPL | 0.3% | $28m | 97,955 | +24% |
| WayfairW | 0.3% | $28m | 299,898 | New |
| MicrosoftMSFT | 0.3% | $27m | 73,222 | -6% |
| CitigroupC | 0.3% | $27m | 191,573 | Held |
| ServiceTitanTTAN | 0.3% | $27m | 377,904 | -36% |
| Kymera TherapeuticsKYMR | 0.3% | $26m | 229,053 | -3% |
| TransDigm GroupTDG | 0.3% | $25m | 18,452 | -14% |
| uniQureQURE | 0.3% | $24m | 530,979 | New |
| Pattern GroupPTRN | 0.2% | $23m | 928,703 | New |
| LegenceLGN | 0.2% | $22m | 258,691 | +30% |
| CalixCALX | 0.2% | $22m | 580,323 | -26% |
| GlaukosGKOS | 0.2% | $21m | 152,448 | Held |
Showing the largest 100 of 274.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 2.8% since 30 June 2025.
Where the money is
Technology35.8%
Retail & consumer15.5%
Media & telecom13.4%
Industrials12.6%
Financial services9.2%
Health care8.0%
Everyday goods1.9%
Materials1.7%
Energy0.7%
Utilities0.5%
Real estate0.1%
Other0.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.