GILDER GAGNON HOWE & CO LLC — 13F Holdings & Portfolio
CIK 902464 · latest 13F-HR filed 2026-08-14
GILDER GAGNON HOWE & CO LLC manages $9.69B in 13F-reported U.S. long-equity assets across 274 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (4.96%), NET (4.22%), AMZN (4.14%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 50 new positions, exited 28, added to 130, and trimmed 67.
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.
NEW YORK, NY 10018
$9.69B
Long-equity book
274
Distinct positions
2026-06-30
Filed 2026-08-14
+50 / −28 / ↑130 / ↓67
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NEBIUS GROUP N.V.$141.8M +143.7%
- MICRON TECHNOLOGY INC$102.5M +78.7%
- ARM HOLDINGS PLC$101.9M +164.9%
- INTEL CORP$99.0M +430.5%
- ENPHASE ENERGY INC$90.1M +111.1%
Top Trims
- NETFLIX INC.-$117.5M -29.2%
- ARCUTIS BIOTHERAPEUTICS INC-$67.0M -66.0%
- ROBLOX CORP-$49.3M -51.8%
- SHOPIFY INC-$46.0M -18.0%
- INTUITIVE SURGICAL INC-$45.7M -22.0%
New Positions
- RTX CORPORATION$59.3M
- AXON ENTERPRISE INC$50.9M
- ON SEMICONDUCTOR CORP$36.6M
- SPACE EXPLORATION TECHN CORP$34.6M
- RAMBUS INC DEL$34.2M
Exited Positions
- SHAKE SHACK INC$102.2M
- CBOE GLOBAL MKTS INC$57.0M
- SPROUTS FMRS MKT INC$31.4M
- ROKU INC$25.8M
- BLACK ROCK COFFEE BAR INC$7.8M
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 | $480.7M | 4.96% | 2,402,442 | SH |
| 2 | CLOUDFLARE INC | NET | 18915M107 | $409.2M | 4.22% | 1,668,352 | SH |
| 3 | AMAZON COM INC | AMZN | 023135106 | $401.4M | 4.14% | 1,684,231 | SH |
| 4 | NETFLIX INC. | NFLX | 64110L106 | $285.5M | 2.95% | 3,999,216 | SH |
| 5 | QUANTA SVCS INC | PWR | 74762E102 | $272.2M | 2.81% | 378,096 | SH |
| 6 | NEBIUS GROUP N.V. | NBIS | N97284108 | $240.5M | 2.48% | 870,776 | SH |
| 7 | TESLA INC | TSLA | 88160R101 | $239.4M | 2.47% | 569,259 | SH |
| 8 | MICRON TECHNOLOGY INC | MU | 595112103 | $232.8M | 2.40% | 201,645 | SH |
| 9 | SHOPIFY INC | SHOP | 82509L107 | $209.6M | 2.16% | 1,835,426 | SH |
| 10 | META PLATFORMS INC | META | 30303M102 | $194.5M | 2.01% | 345,373 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $192.5M | 1.99% | 538,605 | SH |
| 12 | SITIME CORP | SITM | 82982T106 | $179.3M | 1.85% | 240,532 | SH |
| 13 | ENPHASE ENERGY INC | ENPH | 29355A107 | $171.3M | 1.77% | 3,478,961 | SH |
| 14 | ARM HOLDINGS PLC | ARM | 042068205 | $163.6M | 1.69% | 461,461 | SH |
| 15 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $161.6M | 1.67% | 406,268 | SH |
| 16 | ALPHABET INC | GOOG | 02079K107 | $152.2M | 1.57% | 430,815 | SH |
| 17 | ROBINHOOD MKTS INC | HOOD | 770700102 | $146.4M | 1.51% | 1,459,898 | SH |
| 18 | SHARKNINJA INC | SN | G8068L108 | $142.4M | 1.47% | 935,238 | SH |
| 19 | NATERA INC | NTRA | 632307104 | $135.2M | 1.40% | 498,064 | SH |
| 20 | EMBRAER S.A. | EMBJ | 29082A107 | $133.9M | 1.38% | 2,098,154 | SH |
| 21 | ARISTA NETWORKS INC | ANET | 040413205 | $129.7M | 1.34% | 763,296 | SH |
| 22 | INTEL CORP | INTC | 458140100 | $122.0M | 1.26% | 873,727 | SH |
| 23 | TOWER SEMICONDUCTOR LTD | TSEM | M87915274 | $120.9M | 1.25% | 464,018 | SH |
| 24 | TOAST INC | TOST | 888787108 | $110.1M | 1.14% | 3,957,072 | SH |
| 25 | TKO GROUP HOLDINGS INC | TKO | 87256C101 | $108.2M | 1.12% | 537,438 | SH |
| 26 | BBB FOODS INC | TBBB | G0896C103 | $104.9M | 1.08% | 2,517,615 | SH |
| 27 | SPHERE ENTERTAINMENT CO | SPHR | 55826T102 | $96.5M | 1.00% | 557,742 | SH |
| 28 | NEW YORK TIMES CO MTN BE | NYT | 650111107 | $93.7M | 0.97% | 1,339,426 | SH |
| 29 | ECHOSTAR CORP | ECHO | 278768106 | $92.7M | 0.96% | 912,981 | SH |
| 30 | MERCADOLIBRE INC | MELI | 58733R102 | $90.4M | 0.93% | 53,237 | SH |
| 31 | AFFIRM HLDGS INC | AFRM | 00827B106 | $90.4M | 0.93% | 1,108,083 | SH |
| 32 | QXO INC | QXO | 82846H405 | $82.7M | 0.85% | 4,788,440 | SH |
| 33 | XOMETRY INC | XMTR | 98423F109 | $82.7M | 0.85% | 857,146 | SH |
| 34 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $81.0M | 0.84% | 269,051 | SH |
| 35 | ACM RESH INC | ACMR | 00108J109 | $80.8M | 0.83% | 637,058 | SH |
| 36 | MDA SPACE LTD | MDA | 55293N109 | $69.3M | 0.72% | 1,679,194 | SH |
| 37 | SIRIUSPOINT LTD | SPNT | G8192H106 | $68.8M | 0.71% | 2,864,674 | SH |
| 38 | AIRBNB INC | ABNB | 009066101 | $68.6M | 0.71% | 479,688 | SH |
| 39 | GAP INC | GAP | 364760108 | $68.4M | 0.71% | 3,660,756 | SH |
| 40 | ELBIT SYS LTD | ESLT | M3760D101 | $66.5M | 0.69% | 87,647 | SH |
| 41 | DOORDASH INC | DASH | 25809K105 | $66.3M | 0.68% | 359,443 | SH |
| 42 | PORCH GROUP INC | PRCH | 733245104 | $65.9M | 0.68% | 4,381,990 | SH |
| 43 | FRANCO NEV CORP | FNV | 351858105 | $64.8M | 0.67% | 310,693 | SH |
| 44 | REDDIT INC | RDDT | 75734B100 | $63.6M | 0.66% | 366,313 | SH |
| 45 | RIVIAN AUTOMOTIVE INC | RIVN | 76954A103 | $62.3M | 0.64% | 3,590,083 | SH |
| 46 | RTX CORPORATION | RTX | 75513E101 | $59.3M | 0.61% | 312,470 | SH |
| 47 | NLIGHT INC | LASR | 65487K100 | $58.6M | 0.60% | 840,995 | SH |
| 48 | DUOLINGO INC | DUOL | 26603R106 | $57.8M | 0.60% | 502,344 | SH |
| 49 | BOOT BARN HLDGS INC | BOOT | 099406100 | $56.6M | 0.58% | 344,422 | SH |
| 50 | LPL FINL HLDGS INC | LPLA | 50212V100 | $54.4M | 0.56% | 193,037 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $9.69B | 274 | 0001172661-26-003462 |
| 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 |