GILDER GAGNON HOWE & CO LLC — 13F Holdings & Portfolio
CIK 902464 · latest 13F-HR filed 2026-05-15
GILDER GAGNON HOWE & CO LLC manages $8.34B in 13F-reported U.S. long-equity assets across 252 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (5.30%), NFLX (4.84%), NET (4.40%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 35 new positions, exited 33, added to 61, and trimmed 132.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$8.34B
Long-equity book
252
Distinct positions
2026-03-31
Filed 2026-05-15
+35 / −33 / ↑61 / ↓132
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ENPHASE ENERGY INC$80.1M +7603.0%
- QUANTA SVCS INC$47.6M +30.2%
- ECHOSTAR CORP$36.4M +36.0%
- ELBIT SYS LTD$32.9M +53.2%
- TOWER SEMICONDUCTOR LTD$27.3M +49.3%
Top Trims
- BOSTON SCIENTIFIC CORP-$101.9M -99.2%
- TESLA INC-$96.3M -29.5%
- SHOPIFY INC-$95.1M -27.1%
- INTUITIVE SURGICAL INC-$61.0M -22.7%
- APPFOLIO INC-$55.7M -57.1%
New Positions
- MDA SPACE LTD$48.9M
- NLIGHT INC$44.8M
- LIVE OAK BANCSHARES INC$39.5M
- INTEL CORP$23.0M
- LEGENCE CORP$11.2M
Exited Positions
- CROWDSTRIKE HLDGS INC$38.3M
- UNITY SOFTWARE INC$32.3M
- TWILIO INC$20.3M
- SNOWFLAKE INC$11.3M
- ROIVANT SCIENCES LTD$10.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $441.7M | 5.30% | 2,532,418 | SH |
| 2 | NETFLIX INC. | NFLX | 64110L106 | $403.0M | 4.84% | 4,191,843 | SH |
| 3 | CLOUDFLARE INC | NET | 18915M107 | $366.9M | 4.40% | 1,778,168 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $364.9M | 4.38% | 1,751,990 | SH |
| 5 | SHOPIFY INC | SHOP | 82509L107 | $255.6M | 3.07% | 2,154,743 | SH |
| 6 | TESLA INC | TSLA | 88160R101 | $230.4M | 2.76% | 619,700 | SH |
| 7 | META PLATFORMS INC | META | 30303M102 | $225.5M | 2.70% | 394,067 | SH |
| 8 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $207.2M | 2.49% | 449,557 | SH |
| 9 | QUANTA SVCS INC | PWR | 74762E102 | $205.2M | 2.46% | 373,698 | SH |
| 10 | NATERA INC | NTRA | 632307104 | $151.0M | 1.81% | 755,275 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $137.7M | 1.65% | 478,792 | SH |
| 12 | ECHOSTAR CORP | SATS | 278768106 | $137.4M | 1.65% | 1,173,977 | SH |
| 13 | MICRON TECHNOLOGY INC | MU | 595112103 | $130.3M | 1.56% | 385,605 | SH |
| 14 | EMBRAER S.A. | EMBJ | 29082A107 | $125.8M | 1.51% | 2,119,373 | SH |
| 15 | ALPHABET INC | GOOG | 02079K107 | $120.4M | 1.44% | 419,748 | SH |
| 16 | QXO INC | QXO | 82846H405 | $116.3M | 1.40% | 5,988,681 | SH |
| 17 | TKO GROUP HOLDINGS INC | TKO | 87256C101 | $113.9M | 1.37% | 564,911 | SH |
| 18 | NEW YORK TIMES CO MTN BE | NYT | 650111107 | $113.6M | 1.36% | 1,356,477 | SH |
| 19 | SITIME CORP | SITM | 82982T106 | $112.6M | 1.35% | 326,068 | SH |
| 20 | TOAST INC | TOST | 888787108 | $107.9M | 1.29% | 4,069,162 | SH |
| 21 | SHAKE SHACK INC | SHAK | 819047101 | $102.2M | 1.23% | 1,155,577 | SH |
| 22 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 03969K108 | $101.4M | 1.22% | 4,304,010 | SH |
| 23 | SHARKNINJA INC | SN | G8068L108 | $101.4M | 1.22% | 957,107 | SH |
| 24 | ROBINHOOD MKTS INC | HOOD | 770700102 | $100.3M | 1.20% | 1,447,235 | SH |
| 25 | NEBIUS GROUP N.V. | NBIS | N97284108 | $98.7M | 1.18% | 951,093 | SH |
| 26 | ARISTA NETWORKS INC | ANET | 040413205 | $97.9M | 1.17% | 797,221 | SH |
| 27 | MERCADOLIBRE INC | MELI | 58733R102 | $96.1M | 1.15% | 55,552 | SH |
| 28 | ROBLOX CORP | RBLX | 771049103 | $95.1M | 1.14% | 1,680,558 | SH |
| 29 | ELBIT SYS LTD | ESLT | M3760D101 | $94.8M | 1.14% | 111,684 | SH |
| 30 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $92.7M | 1.11% | 280,092 | SH |
| 31 | BBB FOODS INC | TBBB | G0896C103 | $90.3M | 1.08% | 2,554,224 | SH |
| 32 | GAP INC | GAP | 364760108 | $88.9M | 1.07% | 3,672,048 | SH |
| 33 | FRANCO NEV CORP | FNV | 351858105 | $83.4M | 1.00% | 337,700 | SH |
| 34 | TOWER SEMICONDUCTOR LTD | TSEM | M87915274 | $82.7M | 0.99% | 471,466 | SH |
| 35 | ENPHASE ENERGY INC | ENPH | 29355A107 | $81.2M | 0.97% | 2,146,391 | SH |
| 36 | SPHERE ENTERTAINMENT CO | SPHR | 55826T102 | $65.9M | 0.79% | 561,457 | SH |
| 37 | FIGURE TECHNOLOGY SOLUTIO | FIGR | 349381103 | $65.5M | 0.79% | 1,930,651 | SH |
| 38 | SIRIUSPOINT LTD | SPNT | G8192H106 | $63.5M | 0.76% | 2,945,802 | SH |
| 39 | ARM HOLDINGS PLC | ARM | 042068205 | $61.8M | 0.74% | 408,257 | SH |
| 40 | LPL FINL HLDGS INC | LPLA | 50212V100 | $58.6M | 0.70% | 194,726 | SH |
| 41 | POOL CORP | POOL | 73278L105 | $57.0M | 0.68% | 281,950 | SH |
| 42 | CBOE GLOBAL MKTS INC | CBOE | 12503M108 | $57.0M | 0.68% | 202,940 | SH |
| 43 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $57.0M | 0.68% | 117,482 | SH |
| 44 | AIRBNB INC | ABNB | 009066101 | $53.6M | 0.64% | 424,679 | SH |
| 45 | RIVIAN AUTOMOTIVE INC | RIVN | 76954A103 | $53.4M | 0.64% | 3,547,581 | SH |
| 46 | BOOT BARN HLDGS INC | BOOT | 099406100 | $50.9M | 0.61% | 347,787 | SH |
| 47 | REDDIT INC | RDDT | 75734B100 | $50.7M | 0.61% | 376,189 | SH |
| 48 | DUOLINGO INC | DUOL | 26603R106 | $50.1M | 0.60% | 508,550 | SH |
| 49 | ACCELERANT HOLDINGS | ARX | G00894108 | $50.0M | 0.60% | 3,743,364 | SH |
| 50 | MDA SPACE LTD | MDA | 55293N109 | $48.9M | 0.59% | 1,932,161 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $8.34B | 252 | 0001172661-26-002064 |
| 2025-12-31 | 2026-02-17 | $9.47B | 250 | 0001172661-26-000858 |
| 2025-09-30 | 2025-11-14 | $9.81B | 249 | 0001172661-25-004939 |