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GILDER GAGNON HOWE & CO LLC — 13F Holdings & Portfolio

CIK 902464 · latest 13F-HR filed 2026-08-14

Backtest portfolio

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 and exited 28; 130 existing positions rose in reported value and 67 fell.

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.

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AUM
$9.69B

Long-equity book

Holdings
274

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+50 / −28 / ↑130 / ↓67

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA5.0% · -5%NET4.2% · -6%AMZN4.1% · -4%NFLX2.9% · -5%PWR2.8% · +1%NBIS2.5% · -8%TSLA2.5% · -8%MU2.4% · -48%SHOP2.2% · -15%META2.0% · -12%GOOGL2.0% · +12%SITM1.9% · -26%ENPH1.8% · +62%ARM1.7% · +13%ISRG1.7% · -10%GOOG1.6% · +3%HOOD1.5% · +1%SN1.5% · -2%NTRA1.4% · -34%EMBJ1.4% · -1%ANET1.3% · -4%INTC1.3% · +68%TSEM1.2% · -2%TOST1.1% · -3%TKO1.1% · -5%TBBB1.1% · -1%SPHR1.0% · -1%NYT1.0% · -1%ECHO1.0% · newMELI0.9% · -4%AFRM0.9% · +16%QXO0.9% · -20%XMTR0.9% · -7%ALNY0.8% · -4%ACMR0.8% · +794%MDA0.7% · -13%SPNT0.7% · -3%ABNB0.7% · +13%GAP0.7% · -0%ESLT0.7% · -22%DASH0.7% · +1017%PRCH0.7% · +5%FNV0.7% · -8%RDDT0.7% · -3%RIVN0.6% · +1%RTX0.6% · newLASR0.6% · +7%DUOL0.6% · -1%BOOT0.6% · -1%LPLA0.6% · -1%CRWV0.6% · +890%AXON0.5% · newAAOI0.5% · -25%POOL0.5% · -16%HUBS0.5% · +67%VIA0.5% · +67%FIGR0.5% · -22%LOB0.5% · -6%RBLX0.5% · -50%TLN0.5% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 30.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 24, 2026.

Assets Under Management
$12.12B
Discretionary
$12.12B
Employees
84
Accounts
8,648
Address
475 TENTH AVENUE
12TH FLOOR
NEW YORK, NY 10018-1120
Phone
(212) 765-2500
Website
This firm reports 4 disclosure items on its registration.
Name Title / Status Ownership Type
ANDERSON, TRAVIS KNAPP ControlMANAGING MEMBER
since Mar 2005
5–10%Individual
DEUTSCH, JAMES MICHAEL ControlCHIEF EXECUTIVE OFFICER/MANAGING MEMBER
since Jan 2021
10–25%Individual
ESPOSITO, LAURA MICHELE ControlCHIEF COMPLIANCE OFFICER
since Nov 2018
Less than 5%Individual
HOWE, DAVID STEWART ControlMANAGING MEMBER
since Jan 1999
10–25%Individual
HUYNH, DAVID CO ControlCHIEF FINANCIAL OFFICER
since Jun 2014
Less than 5%Individual
RIZAVI, SHAIZA MARIAM ControlCHIEF EXECUTIVE OFFICER / MANAGING MEMBER
since Jan 2021
10–25%Individual
ALI, SHAFQATCHIEF INFORMATION SECURITY OFFICER/MEMBER
since Jan 2004
Less than 5%Individual
MCCORMICK, MICHAEL PATRICKMEMBER
since Jan 2012
5–10%Individual
Ownership & leadership changes · 15 filings with changes since Mar 22, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 24, 2026 filing
  • ChangedDEUTSCH, JAMES MICHAEL · ownership 5–10% → 10–25%
Mar 24, 2025 filing
  • No longer listedBENZAQUEN, NORMAN SALOMON · MANAGING MEMBER · Less than 5% · control person · listed since Mar 2005
  • No longer listedWILLIAMS, FRANCIS HUNNEWELL · MEMBER · 5–10% · listed since Jan 2012
  • ChangedRIZAVI, SHAIZA MARIAM · ownership 25–50% → 10–25%
Mar 27, 2024 filing
  • No longer listedBRAUN, EDITH · MEMBER · Less than 5% · listed since Jan 1999
  • No longer listedBRAUN, SANFORD · MEMBER · Less than 5% · listed since Jan 2012
  • No longer listedCOLTON, JOHN L · MEMBER · Less than 5% · listed since Jan 1999
  • No longer listedFAYBISHENKO, YAROSLAV · MEMBER · Less than 5% · listed since Jan 2014
  • No longer listedFERRERI, ARTHUR STEPHEN · MEMBER · Less than 5% · listed since Jan 2012
  • No longer listedGANJIAN, ARASH · MEMBER · Less than 5% · listed since Jan 2014
  • No longer listedHOLMES, SARAH NYE · MEMBER · Less than 5% · listed since Jan 1999
  • No longer listedLEGOTTE LANGDON, KAREN · MEMBER · Less than 5% · listed since Jan 1999
  • No longer listedROSS, VICTORIA RUTH · MEMBER · Less than 5% · listed since Jan 2014
  • No longer listedSHAH, HITESH · MEMBER · Less than 5% · listed since Jan 2015
  • No longer listedTAL, ANGELICA · MEMBER · Less than 5% · listed since Jan 2008
  • ChangedHUYNH, DAVID CO · now a control person
Mar 1, 2022 filing
  • ChangedRIZAVI, SHAIZA MARIAM · ownership 10–25% → 25–50%
Mar 30, 2021 filing
  • ChangedANDERSON, TRAVIS KNAPP · title CHIEF EXECUTIVE OFFICER/MANAGING MEMBER → MANAGING MEMBER
  • ChangedDEUTSCH, JAMES MICHAEL · title MANAGING MEMBER → CHIEF EXECUTIVE OFFICER/MANAGING MEMBER
  • ChangedRIZAVI, SHAIZA MARIAM · title MANAGING MEMBER → CHIEF EXECUTIVE OFFICER / MANAGING MEMBER
Oct 15, 2020 filing
  • No longer listedGILDER, RICHARD · MEMBER · 5–10% · listed since Jan 2018
Feb 3, 2020 filing
  • No longer listedFERGUSON, ANNEMARIE · HUMAN RESOURCES DIRECTOR/MEMBER · Less than 5% · listed since Jan 2002
  • No longer listedHAUPT, BONNIE MAE · MEMBER · Less than 5% · control person · listed since Jan 2014
  • ChangedANDERSON, TRAVIS KNAPP · ownership 10–25% → 5–10%
Nov 1, 2018 filing
  • AddedESPOSITO, LAURA MICHELE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedHAUPT, BONNIE MAE · title CHIEF COMPLIANCE OFFICER/MEMBER → MEMBER
Mar 28, 2018 filing
  • No longer listedJORDAN, MARK RICHARD · HEAD TRADER/MEMBER · Less than 5% · listed since Jan 2001
  • ChangedGILDER, RICHARD · title MANAGING MEMBER → MEMBER; ownership 10–25% → 5–10%; no longer a control person
  • ChangedHAUPT, BONNIE MAE · now a control person
  • ChangedRIZAVI, SHAIZA MARIAM · ownership 5–10% → 10–25%
Oct 3, 2016 filing
  • No longer listedMARLEY, ANITA HELENE · MEMBER · Less than 5% · listed since Jan 2012
Older changes (6 more filings)
Apr 19, 2016 filing
  • ChangedGILDER, RICHARD · ownership 25–50% → 10–25%
Mar 21, 2016 filing
  • AddedALI, SHAFQAT · CHIEF INFORMATION SECURITY OFFICER/MEMBER · Less than 5%
  • AddedBRAUN, EDITH · MEMBER · Less than 5%
  • AddedBRAUN, SANFORD · MEMBER · Less than 5%
  • AddedCOLTON, JOHN L · MEMBER · Less than 5%
  • AddedFAYBISHENKO, YAROSLAV · MEMBER · Less than 5%
  • AddedFERGUSON, ANNEMARIE · HUMAN RESOURCES DIRECTOR/MEMBER · Less than 5%
  • AddedFERRERI, ARTHUR STEPHEN · MEMBER · Less than 5%
  • AddedGANJIAN, ARASH · MEMBER · Less than 5%
  • AddedHOLMES, SARAH NYE · MEMBER · Less than 5%
  • AddedJORDAN, MARK RICHARD · HEAD TRADER/MEMBER · Less than 5%
  • AddedLEGOTTE LANGDON, KAREN · MEMBER · Less than 5%
  • AddedMARLEY, ANITA HELENE · MEMBER · Less than 5%
  • AddedROSS, VICTORIA RUTH · MEMBER · Less than 5%
  • AddedSHAH, HITESH · MEMBER · Less than 5%
  • AddedTAL, ANGELICA · MEMBER · Less than 5%
Mar 31, 2015 filing
  • ChangedDEUTSCH, JAMES MICHAEL · now a control person
  • ChangedHAUPT, BONNIE MAE · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER/MEMBER
  • ChangedRIZAVI, SHAIZA MARIAM · now a control person
Jul 1, 2014 filing
  • ChangedHUYNH, DAVID CO · title CONTROLLER → CHIEF FINANCIAL OFFICER
Mar 19, 2014 filing
  • No longer listedCOLLOPY, STEVEN EDWARD · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Nov 2010
  • AddedHUYNH, DAVID CO · CONTROLLER · Less than 5%
  • AddedMCCORMICK, MICHAEL PATRICK · MEMBER · 5–10%
  • AddedWILLIAMS, FRANCIS HUNNEWELL · MEMBER · 5–10%
Mar 22, 2012 filing (earliest on record)
  • ListedANDERSON, TRAVIS KNAPP · CHIEF EXECUTIVE OFFICER/MANAGING MEMBER · 10–25% · control person
  • ListedBENZAQUEN, NORMAN SALOMON · MANAGING MEMBER · Less than 5% · control person
  • ListedCOLLOPY, STEVEN EDWARD · CHIEF FINANCIAL OFFICER · Less than 5% · control person
  • ListedDEUTSCH, JAMES MICHAEL · MANAGING MEMBER · 5–10%
  • ListedGILDER, RICHARD · MANAGING MEMBER · 25–50% · control person
  • ListedHAUPT, BONNIE MAE · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedHOWE, DAVID STEWART · MANAGING MEMBER · 10–25% · control person
  • ListedRIZAVI, SHAIZA MARIAM · MANAGING MEMBER · 5–10%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 130 →

Top Trims

Show all 67 →

New Positions

Show all 50 →

Exited Positions

Show all 28 →

GILDER GAGNON HOWE & CO LLC Holdings (2026-06-30)

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
Filing History
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
Filer Information
Address
475 10TH AVENUE
NEW YORK, NY 10018
Phone
(212) 765-2500
Filing Manager
GILDER GAGNON HOWE & CO LLC
New York, NY
Signatory
Laura Esposito
Chief Compliance Officer