GG
GILDER GAGNON HOWE & CO LLC
GILDER GAGNON HOWE & CO LLC · Investor
1Y performance ⓘ
+6%
AUM (13F)
$8.3B
# of Holdings
252
3Y performance ⓘ
+93%
vs S&P 500 ⓘ
+21%
Updated
Mar 31
GILDER GAGNON HOWE & CO LLC's GILDER GAGNON HOWE & CO LLC holds 252 U.S.-equity positions worth $8.3B (SEC 13F, Q1 2026). Top positions: NVIDIA CORP 5.3%, NetFlix Inc 4.8%, Cloudflare, Inc. Class A common stock, par value $0.001 per share 4.4%. 13F-replication return is +93% over 3 years (+21 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 5.3% | 2.5M | $442M | ▼ 1.8% (−47K) | $277.77 | $208.65 (−25%) | 2026-03-31 |
| NFLX NetFlix Inc | 4.8% | 4.2M | $403M | ▼ 4.0% (−174K) | $345.48 | $72.88 (−79%) | 2026-03-31 |
| NET Cloudflare, Inc. Class A common stock, par value $0.001 per share | 4.4% | 1.8M | $367M | ▲ 1.4% (+24K) | $61.66 | $218.38 (+254%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 4.4% | 1.8M | $365M | ▼ 2.6% (−48K) | $103.29 | $232.79 (+125%) | 2026-03-31 |
| SHOP Shopify Inc. Class A subordinate voting shares | 3.1% | 2.2M | $256M | ▼ 1.1% (−24K) | $47.94 | $107.98 (+125%) | 2026-03-31 |
| TSLA Tesla, Inc. | 2.8% | 620K | $230M | ▼ 15% (−107K) | $207.46 | $405.05 (+95%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 2.7% | 394K | $225M | ▼ 3.9% (−16K) | $211.94 | $563.85 (+166%) | 2026-03-31 |
| ISRG Intuitive Surgical Inc. | 2.5% | 450K | $207M | ▼ 5.1% (−24K) | $255.47 | $402.95 (+58%) | 2026-03-31 |
| PWR Quanta Services, Inc. | 2.5% | 374K | $205M | — | $166.64 | $740.14 (+344%) | 2026-03-31 |
| NTRA Natera, Inc. Common Stock | 1.8% | 755K | $151M | ▼ 8.8% (−73K) | $55.52 | $228.80 (+312%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 1.6% | 479K | $138M | ▼ 1.4% (−7K) | $103.73 | $349.68 (+237%) | 2026-03-31 |
| SATS EchoStar Corporation | 1.6% | 1.2M | $137M | ▲ 26% (+245K) | $14.25 | $106.40 (+647%) | 2026-03-31 |
| MU Micron Technology, Inc. | 1.6% | 386K | $130M | ▼ 22% (−111K) | $117.89 | $1,211.38 (+928%) | 2026-03-31 |
| EMBJ Embraer S.a. | 1.5% | 2.1M | $126M | ▼ 8.8% (−204K) | $25.80 | $60.96 (+136%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 1.4% | 420K | $120M | ▲ 7.7% (+30K) | $104.00 | $348.78 (+235%) | 2026-03-31 |
| QXO QXO, Inc. | 1.4% | 6.0M | $116M | ▼ 3.8% (−237K) | $21.54 | $16.74 (−22%) | 2026-03-31 |
| TKO TKO Group Holdings, Inc. | 1.4% | 565K | $114M | ▼ 19% (−130K) | $86.41 | $197.26 (+128%) | 2026-03-31 |
| NYT New York Times Co. | 1.4% | 1.4M | $114M | ▲ 0.6% (+8K) | $38.88 | $72.08 (+85%) | 2026-03-31 |
| SITM SiTime Corporation Common Stock | 1.4% | 326K | $113M | ▼ 12% (−45K) | $142.23 | $753.12 (+430%) | 2026-03-31 |
| TOST Toast, Inc. | 1.3% | 4.1M | $108M | ▼ 7.3% (−321K) | $17.75 | $24.26 (+37%) | 2026-03-31 |
| SHAK Shake Shack Inc. | 1.2% | 1.2M | $102M | ▼ 8.9% (−114K) | $55.49 | $55.71 (+0%) | 2026-03-31 |
| ARQT Arcutis Biotherapeutics, Inc. Common Stock | 1.2% | 4.3M | $101M | ▼ 3.4% (−150K) | $9.91 | $26.66 (+169%) | 2026-03-31 |
| SN SharkNinja, Inc. | 1.2% | 957K | $101M | ▼ 3.4% (−34K) | $108.71 | $138.56 (+27%) | 2026-03-31 |
| HOOD Robinhood Markets, Inc. Class A Common Stock | 1.2% | 1.4M | $100M | ▲ 87% (+674K) | $41.62 | $105.71 (+154%) | 2026-03-31 |
| NBIS Nebius Group N.V. Class A Ordinary Shares | 1.2% | 951K | $99M | ▼ 6.2% (−63K) | $55.33 | $283.61 (+413%) | 2026-03-31 |
| ANET Arista Networks | 1.2% | 797K | $98M | ▼ 2.4% (−19K) | $110.53 | $174.56 (+58%) | 2026-03-31 |
| MELI Mercado Libre, Inc | 1.1% | 56K | $96M | ▲ 1.4% (+789) | $1,318.06 | $1,589.45 (+21%) | 2026-03-31 |
| RBLX Roblox Corporation | 1.1% | 1.7M | $95M | ▼ 1.3% (−22K) | $44.98 | $47.27 (+5%) | 2026-03-31 |
| ESLT Elbit Systems Ltd | 1.1% | 112K | $95M | ▲ 4.3% (+5K) | $383.68 | $774.62 (+102%) | 2026-03-31 |
| ALNY Alnylam Pharmaceuticals, Inc. | 1.1% | 280K | $93M | ▼ 12% (−39K) | $200.32 | $286.41 (+43%) | 2026-03-31 |
| TBBB BBB Foods Inc. | 1.1% | 2.6M | $90M | ▲ 1.7% (+43K) | $23.78 | $41.69 (+75%) | 2026-03-31 |
| GAP The Gap, Inc. | 1.1% | 3.7M | $89M | ▼ 1.7% (−63K) | $23.89 | $20.62 (−14%) | 2026-03-31 |
| FNV Franco-Nevada Corporation | 1.0% | 338K | $83M | ▼ 1.0% (−3K) | $145.80 | $220.73 (+51%) | 2026-03-31 |
| TSEM Tower Semiconductor Ltd | 1.0% | 471K | $83M | — | $72.30 | $316.85 (+338%) | 2026-03-31 |
| ENPH Enphase Energy, Inc. | 1.0% | 2.1M | $81M | ▲ 6430% (+2.1M) | $210.28 | $52.41 (−75%) | 2026-03-31 |
| SPHR Sphere Entertainment Co. | 0.8% | 561K | $66M | — | $44.18 | $157.24 (+256%) | 2026-03-31 |
| FIGR Figure Technology Solutions, Inc. Class A Common Stock | 0.8% | 1.9M | $66M | ▼ 3.7% (−74K) | $36.37 | $29.09 (−20%) | 2026-03-31 |
| SPNT SiriusPoint Ltd. | 0.8% | 2.9M | $63M | ▼ 11% (−348K) | $8.13 | $22.79 (+180%) | 2026-03-31 |
| ARM Arm Holdings Plc | 0.7% | 408K | $62M | ▲ 11% (+42K) | $53.52 | $407.72 (+662%) | 2026-03-31 |
| LPLA LPL Financial Holdings Inc. | 0.7% | 195K | $59M | ▼ 25% (−64K) | $217.43 | $297.62 (+37%) | 2026-03-31 |
| POOL Pool Corporation | 0.7% | 282K | $57M | — | $342.44 | $195.61 (−43%) | 2026-03-31 |
| CBOE Cboe Global Markets, Inc. | 0.7% | 203K | $57M | ▼ 2.1% (−4K) | $178.56 | $255.98 (+43%) | 2026-03-31 |
| SPOT Spotify Technology S.A. | 0.7% | 117K | $57M | ▼ 9.5% (−12K) | $133.62 | $459.34 (+244%) | 2026-03-31 |
| ABNB Airbnb, Inc. Class A Common Stock | 0.6% | 425K | $54M | ▼ 1.8% (−8K) | $124.40 | $139.19 (+12%) | 2026-03-31 |
| RIVN Rivian Automotive, Inc. Class A Common Stock | 0.6% | 3.5M | $53M | ▼ 1.5% (−54K) | $15.48 | $15.10 (−2%) | 2026-03-31 |
| BOOT Boot Barn Holdings, Inc. | 0.6% | 348K | $51M | ▼ 2.8% (−10K) | $76.64 | $178.46 (+133%) | 2026-03-31 |
| RDDT Reddit, Inc. | 0.6% | 376K | $51M | ▼ 8.6% (−35K) | $163.44 | $170.44 (+4%) | 2026-03-31 |
| DUOL Duolingo, Inc. Class A Common Stock | 0.6% | 509K | $50M | — | $142.59 | $127.25 (−11%) | 2026-03-31 |
| ARX Accelerant Holdings | 0.6% | 3.7M | $50M | ▲ 1.1% (+40K) | $14.89 | $12.89 (−13%) | 2026-03-31 |
| MDA MDA Space Ltd. | 0.6% | 1.9M | $49M | NEW (+1.9M) | $25.32 | $39.39 (+56%) | 2026-03-31 |
Showing top 50 of 252 holdings by value.
FAQ ▾
What are GILDER GAGNON HOWE & CO LLC's largest holdings?
As of the latest 13F: NVIDIA CORP 5.3%, NetFlix Inc 4.8%, Cloudflare, Inc. Class A common stock, par value $0.001 per share 4.4%, Amazon.Com Inc 4.4%, Shopify Inc. Class A subordinate voting shares 3.1%.
How big is GILDER GAGNON HOWE & CO LLC's 13F portfolio?
$8.3B across 252 disclosed U.S.-equity positions.
What is GILDER GAGNON HOWE & CO LLC's 3-year performance?
+93% (13F-replication, price return), +21 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.