GG
GILDER GAGNON HOWE & CO LLC
GILDER GAGNON HOWE & CO LLC · Investor
1Y performance ⓘ
+8%
AUM (13F)
$8.3B
# of Holdings
252
3Y performance ⓘ
+81%
vs S&P 500 ⓘ
+2%
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 +81% over 3 years (+2 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) | $27.81 | $230.82 (+730%) | 2026-03-31 |
| NFLX NetFlix Inc | 4.8% | 4.2M | $403M | ▼ 4.0% (−174K) | $34.57 | $69.19 (+100%) | 2026-03-31 |
| NET Cloudflare, Inc. Class A common stock, par value $0.001 per share | 4.4% | 1.8M | $367M | ▲ 1.4% (+24K) | $63.59 | $345.74 (+444%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 4.4% | 1.8M | $365M | ▼ 2.6% (−48K) | $105.10 | $249.66 (+138%) | 2026-03-31 |
| SHOP Shopify Inc. Class A subordinate voting shares | 3.1% | 2.2M | $256M | ▼ 1.1% (−24K) | $76.86 | $151.75 (+97%) | 2026-03-31 |
| TSLA Tesla, Inc. | 2.8% | 620K | $230M | ▼ 15% (−107K) | $207.40 | $355.59 (+71%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 2.7% | 394K | $225M | ▼ 3.9% (−16K) | $214.64 | $732.25 (+241%) | 2026-03-31 |
| ISRG Intuitive Surgical Inc. | 2.5% | 450K | $207M | ▼ 5.1% (−24K) | $284.44 | $408.78 (+44%) | 2026-03-31 |
| PWR Quanta Services, Inc. | 2.5% | 374K | $205M | — | $190.88 | $643.44 (+237%) | 2026-03-31 |
| NTRA Natera, Inc. Common Stock | 1.8% | 755K | $151M | ▼ 8.8% (−73K) | $65.23 | $415.50 (+537%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 1.6% | 479K | $138M | ▼ 1.4% (−7K) | $105.25 | $344.90 (+228%) | 2026-03-31 |
| SATS EchoStar Corporation | 1.6% | 1.2M | $137M | ▲ 26% (+245K) | $87.79 | — (+33%) | 2026-03-31 |
| MU Micron Technology, Inc. | 1.6% | 386K | $130M | ▼ 22% (−111K) | $102.50 | $1,062.39 (+937%) | 2026-03-31 |
| EMBJ Embraer S.a. | 1.5% | 2.1M | $126M | ▼ 8.8% (−204K) | $64.37 | $75.29 (+17%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 1.4% | 420K | $120M | ▲ 7.7% (+30K) | $123.12 | $341.94 (+178%) | 2026-03-31 |
| QXO QXO, Inc. | 1.4% | 6.0M | $116M | ▼ 3.8% (−237K) | $21.16 | $11.52 (−46%) | 2026-03-31 |
| TKO TKO Group Holdings, Inc. | 1.4% | 565K | $114M | ▼ 19% (−130K) | $99.63 | $178.69 (+79%) | 2026-03-31 |
| NYT New York Times Co. | 1.4% | 1.4M | $114M | ▲ 0.6% (+8K) | $41.26 | $63.48 (+54%) | 2026-03-31 |
| SITM SiTime Corporation Common Stock | 1.4% | 326K | $113M | ▼ 12% (−45K) | $169.09 | $663.29 (+292%) | 2026-03-31 |
| TOST Toast, Inc. | 1.3% | 4.1M | $108M | ▼ 7.3% (−321K) | $23.56 | $29.16 (+24%) | 2026-03-31 |
| SHAK Shake Shack Inc. | 1.2% | 1.2M | $102M | ▼ 8.9% (−114K) | $55.72 | $59.50 (+7%) | 2026-03-31 |
| ARQT Arcutis Biotherapeutics, Inc. Common Stock | 1.2% | 4.3M | $101M | ▼ 3.4% (−150K) | $11.18 | $26.32 (+135%) | 2026-03-31 |
| SN SharkNinja, Inc. | 1.2% | 957K | $101M | ▼ 3.4% (−34K) | $92.02 | $180.00 (+96%) | 2026-03-31 |
| HOOD Robinhood Markets, Inc. Class A Common Stock | 1.2% | 1.4M | $100M | ▲ 87% (+674K) | $88.00 | $112.44 (+28%) | 2026-03-31 |
| NBIS Nebius Group N.V. Class A Ordinary Shares | 1.2% | 951K | $99M | ▼ 6.2% (−63K) | $63.88 | $236.49 (+270%) | 2026-03-31 |
| ANET Arista Networks | 1.2% | 797K | $98M | ▼ 2.4% (−19K) | $110.53 | $201.89 (+83%) | 2026-03-31 |
| MELI Mercado Libre, Inc | 1.1% | 56K | $96M | ▲ 1.4% (+789) | $1,371.63 | $1,693.34 (+23%) | 2026-03-31 |
| RBLX Roblox Corporation | 1.1% | 1.7M | $95M | ▼ 1.3% (−22K) | $41.01 | $42.46 (+4%) | 2026-03-31 |
| ESLT Elbit Systems Ltd | 1.1% | 112K | $95M | ▲ 4.3% (+5K) | $403.66 | $686.22 (+70%) | 2026-03-31 |
| ALNY Alnylam Pharmaceuticals, Inc. | 1.1% | 280K | $93M | ▼ 12% (−39K) | $200.32 | $249.84 (+25%) | 2026-03-31 |
| TBBB BBB Foods Inc. | 1.1% | 2.6M | $90M | ▲ 1.7% (+43K) | $24.39 | $52.09 (+114%) | 2026-03-31 |
| GAP The Gap, Inc. | 1.1% | 3.7M | $89M | ▼ 1.7% (−63K) | $23.17 | $22.60 (−2%) | 2026-03-31 |
| FNV Franco-Nevada Corporation | 1.0% | 338K | $83M | ▼ 1.0% (−3K) | $162.39 | $237.07 (+46%) | 2026-03-31 |
| TSEM Tower Semiconductor Ltd | 1.0% | 471K | $83M | — | $72.30 | $239.49 (+231%) | 2026-03-31 |
| ENPH Enphase Energy, Inc. | 1.0% | 2.1M | $81M | ▲ 6430% (+2.1M) | $40.45 | $32.27 (−20%) | 2026-03-31 |
| SPHR Sphere Entertainment Co. | 0.8% | 561K | $66M | — | $93.40 | $130.88 (+40%) | 2026-03-31 |
| FIGR Figure Technology Solutions, Inc. Class A Common Stock | 0.8% | 1.9M | $66M | ▼ 3.7% (−74K) | $36.37 | $28.70 (−21%) | 2026-03-31 |
| SPNT SiriusPoint Ltd. | 0.8% | 2.9M | $63M | ▼ 11% (−348K) | $11.66 | $24.37 (+109%) | 2026-03-31 |
| ARM Arm Holdings Plc | 0.7% | 408K | $62M | ▲ 11% (+42K) | $123.26 | $291.95 (+137%) | 2026-03-31 |
| LPLA LPL Financial Holdings Inc. | 0.7% | 195K | $59M | ▼ 25% (−64K) | $228.43 | $304.03 (+33%) | 2026-03-31 |
| POOL Pool Corporation | 0.7% | 282K | $57M | — | $342.35 | $161.68 (−53%) | 2026-03-31 |
| CBOE Cboe Global Markets, Inc. | 0.7% | 203K | $57M | ▼ 2.1% (−4K) | $184.17 | $278.57 (+51%) | 2026-03-31 |
| SPOT Spotify Technology S.A. | 0.7% | 117K | $57M | ▼ 9.5% (−12K) | $263.39 | $491.19 (+86%) | 2026-03-31 |
| ABNB Airbnb, Inc. Class A Common Stock | 0.6% | 425K | $54M | ▼ 1.8% (−8K) | $128.26 | $159.94 (+25%) | 2026-03-31 |
| RIVN Rivian Automotive, Inc. Class A Common Stock | 0.6% | 3.5M | $53M | ▼ 1.5% (−54K) | $12.82 | $14.73 (+15%) | 2026-03-31 |
| BOOT Boot Barn Holdings, Inc. | 0.6% | 348K | $51M | ▼ 2.8% (−10K) | $80.82 | $119.99 (+48%) | 2026-03-31 |
| RDDT Reddit, Inc. | 0.6% | 376K | $51M | ▼ 8.6% (−35K) | $228.27 | $145.12 (−36%) | 2026-03-31 |
| DUOL Duolingo, Inc. Class A Common Stock | 0.6% | 509K | $50M | — | $143.31 | $146.00 (+2%) | 2026-03-31 |
| ARX Accelerant Holdings | 0.6% | 3.7M | $50M | ▲ 1.1% (+40K) | $14.87 | $19.74 (+33%) | 2026-03-31 |
| MDA MDA Space Ltd. | 0.6% | 1.9M | $49M | NEW (+1.9M) | $25.32 | $29.45 (+16%) | 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?
+81% (13F-replication, price return), +2 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.