GG
GILDER GAGNON HOWE & CO LLC
GILDER GAGNON HOWE & CO LLC · Investor
1Y performance ⓘ
+4%
AUM (13F)
$8.3B
# of Holdings
252
3Y performance ⓘ
+89%
vs S&P 500 ⓘ
+26%
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 +89% over 3 years (+26 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 | $200.75 (+622%) | 2026-03-31 |
| NFLX NetFlix Inc | 4.8% | 4.2M | $403M | ▼ 4.0% (−174K) | $34.57 | $71.71 (+107%) | 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 | $278.98 (+339%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 4.4% | 1.8M | $365M | ▼ 2.6% (−48K) | $105.10 | $271.58 (+158%) | 2026-03-31 |
| SHOP Shopify Inc. Class A subordinate voting shares | 3.1% | 2.2M | $256M | ▼ 1.1% (−24K) | $76.86 | $117.15 (+52%) | 2026-03-31 |
| TSLA Tesla, Inc. | 2.8% | 620K | $230M | ▼ 15% (−107K) | $207.40 | $311.21 (+50%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 2.7% | 394K | $225M | ▼ 3.9% (−16K) | $214.64 | $556.71 (+159%) | 2026-03-31 |
| ISRG Intuitive Surgical Inc. | 2.5% | 450K | $207M | ▼ 5.1% (−24K) | $284.44 | $353.33 (+24%) | 2026-03-31 |
| PWR Quanta Services, Inc. | 2.5% | 374K | $205M | — | $190.88 | $667.36 (+250%) | 2026-03-31 |
| NTRA Natera, Inc. Common Stock | 1.8% | 755K | $151M | ▼ 8.8% (−73K) | $65.23 | $267.76 (+310%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 1.6% | 479K | $138M | ▼ 1.4% (−7K) | $105.25 | $356.13 (+238%) | 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 | $823.03 (+703%) | 2026-03-31 |
| EMBJ Embraer S.a. | 1.5% | 2.1M | $126M | ▼ 8.8% (−204K) | $64.37 | $68.33 (+6%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 1.4% | 420K | $120M | ▲ 7.7% (+30K) | $123.12 | $356.65 (+190%) | 2026-03-31 |
| QXO QXO, Inc. | 1.4% | 6.0M | $116M | ▼ 3.8% (−237K) | $21.16 | $13.30 (−37%) | 2026-03-31 |
| TKO TKO Group Holdings, Inc. | 1.4% | 565K | $114M | ▼ 19% (−130K) | $99.63 | $181.81 (+82%) | 2026-03-31 |
| NYT New York Times Co. | 1.4% | 1.4M | $114M | ▲ 0.6% (+8K) | $41.26 | $74.89 (+81%) | 2026-03-31 |
| SITM SiTime Corporation Common Stock | 1.4% | 326K | $113M | ▼ 12% (−45K) | $169.09 | $535.20 (+217%) | 2026-03-31 |
| TOST Toast, Inc. | 1.3% | 4.1M | $108M | ▼ 7.3% (−321K) | $23.56 | $32.27 (+37%) | 2026-03-31 |
| SHAK Shake Shack Inc. | 1.2% | 1.2M | $102M | ▼ 8.9% (−114K) | $55.72 | $62.75 (+13%) | 2026-03-31 |
| ARQT Arcutis Biotherapeutics, Inc. Common Stock | 1.2% | 4.3M | $101M | ▼ 3.4% (−150K) | $11.18 | $26.86 (+140%) | 2026-03-31 |
| SN SharkNinja, Inc. | 1.2% | 957K | $101M | ▼ 3.4% (−34K) | $92.02 | $161.77 (+76%) | 2026-03-31 |
| HOOD Robinhood Markets, Inc. Class A Common Stock | 1.2% | 1.4M | $100M | ▲ 87% (+674K) | $88.00 | $86.56 (−2%) | 2026-03-31 |
| NBIS Nebius Group N.V. Class A Ordinary Shares | 1.2% | 951K | $99M | ▼ 6.2% (−63K) | $63.88 | $190.41 (+198%) | 2026-03-31 |
| ANET Arista Networks | 1.2% | 797K | $98M | ▼ 2.4% (−19K) | $110.53 | $180.35 (+63%) | 2026-03-31 |
| MELI Mercado Libre, Inc | 1.1% | 56K | $96M | ▲ 1.4% (+789) | $1,371.63 | $1,877.95 (+37%) | 2026-03-31 |
| RBLX Roblox Corporation | 1.1% | 1.7M | $95M | ▼ 1.3% (−22K) | $41.01 | $35.60 (−13%) | 2026-03-31 |
| ESLT Elbit Systems Ltd | 1.1% | 112K | $95M | ▲ 4.3% (+5K) | $403.66 | $808.65 (+100%) | 2026-03-31 |
| ALNY Alnylam Pharmaceuticals, Inc. | 1.1% | 280K | $93M | ▼ 12% (−39K) | $200.32 | $205.52 (+3%) | 2026-03-31 |
| TBBB BBB Foods Inc. | 1.1% | 2.6M | $90M | ▲ 1.7% (+43K) | $24.39 | $41.33 (+69%) | 2026-03-31 |
| GAP The Gap, Inc. | 1.1% | 3.7M | $89M | ▼ 1.7% (−63K) | $23.17 | $20.09 (−13%) | 2026-03-31 |
| FNV Franco-Nevada Corporation | 1.0% | 338K | $83M | ▼ 1.0% (−3K) | $162.39 | $212.92 (+31%) | 2026-03-31 |
| TSEM Tower Semiconductor Ltd | 1.0% | 471K | $83M | — | $72.30 | $219.67 (+204%) | 2026-03-31 |
| ENPH Enphase Energy, Inc. | 1.0% | 2.1M | $81M | ▲ 6430% (+2.1M) | $40.45 | $37.54 (−7%) | 2026-03-31 |
| SPHR Sphere Entertainment Co. | 0.8% | 561K | $66M | — | $93.40 | $143.25 (+53%) | 2026-03-31 |
| FIGR Figure Technology Solutions, Inc. Class A Common Stock | 0.8% | 1.9M | $66M | ▼ 3.7% (−74K) | $36.37 | $24.91 (−32%) | 2026-03-31 |
| SPNT SiriusPoint Ltd. | 0.8% | 2.9M | $63M | ▼ 11% (−348K) | $11.66 | $23.65 (+103%) | 2026-03-31 |
| ARM Arm Holdings Plc | 0.7% | 408K | $62M | ▲ 11% (+42K) | $123.26 | $239.69 (+94%) | 2026-03-31 |
| LPLA LPL Financial Holdings Inc. | 0.7% | 195K | $59M | ▼ 25% (−64K) | $228.43 | $353.70 (+55%) | 2026-03-31 |
| POOL Pool Corporation | 0.7% | 282K | $57M | — | $342.35 | $185.71 (−46%) | 2026-03-31 |
| CBOE Cboe Global Markets, Inc. | 0.7% | 203K | $57M | ▼ 2.1% (−4K) | $184.17 | $310.23 (+68%) | 2026-03-31 |
| SPOT Spotify Technology S.A. | 0.7% | 117K | $57M | ▼ 9.5% (−12K) | $263.39 | $499.94 (+90%) | 2026-03-31 |
| ABNB Airbnb, Inc. Class A Common Stock | 0.6% | 425K | $54M | ▼ 1.8% (−8K) | $128.26 | $151.52 (+18%) | 2026-03-31 |
| RIVN Rivian Automotive, Inc. Class A Common Stock | 0.6% | 3.5M | $53M | ▼ 1.5% (−54K) | $12.82 | $15.22 (+19%) | 2026-03-31 |
| BOOT Boot Barn Holdings, Inc. | 0.6% | 348K | $51M | ▼ 2.8% (−10K) | $80.82 | $148.99 (+84%) | 2026-03-31 |
| RDDT Reddit, Inc. | 0.6% | 376K | $51M | ▼ 8.6% (−35K) | $228.27 | $140.67 (−38%) | 2026-03-31 |
| DUOL Duolingo, Inc. Class A Common Stock | 0.6% | 509K | $50M | — | $143.31 | $134.81 (−6%) | 2026-03-31 |
| ARX Accelerant Holdings | 0.6% | 3.7M | $50M | ▲ 1.1% (+40K) | $14.87 | $11.88 (−20%) | 2026-03-31 |
| MDA MDA Space Ltd. | 0.6% | 1.9M | $49M | NEW (+1.9M) | $25.32 | $30.25 (+19%) | 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?
+89% (13F-replication, price return), +26 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.