GILDER GAGNON HOWE & CO LLC Portfolio
About GILDER GAGNON HOWE & CO LLC
GILDER GAGNON HOWE & CO LLC is a Investment Manager managing $9.81B in 13F-reportable assets. The portfolio below reflects the Q3 2025 SEC Form 13F filing.
For informational purposes only. Not investment advice. Data may be delayed or inaccurate; verify independently. The information on this page is for informational purposes only and does not constitute investment advice, financial advice, or any recommendation. Billiver does not recommend buying, selling, or holding any security. Past performance is not indicative of future results. Data may be delayed and accuracy is not guaranteed. All investment decisions are solely your responsibility. Verify information independently and consult a qualified financial advisor before investing.
Source: SEC EDGAR Form 13F. Data may be 45+ days delayed from actual trading activity. 13F filings only cover long positions in US-listed equities and do not include short positions, derivatives, non-US securities, or fixed income holdings.
Sector Distribution
Portfolio Holdings
74 of 100 linked to profiles
Showing top 100 of 249 total holdings, sorted by value.
| # | Company | Value | % Port |
|---|---|---|---|
| 1 | NFLX | $538.3M | 5.48% |
| 2 | NVDA | $504.4M | 5.14% |
| 3 | AMZN | $398.3M | 4.06% |
| 4 | NET | $394.1M | 4.02% |
| 5 | SHOP | $344.0M | 3.50% |
| 6 | TSLA | $334.7M | 3.41% |
| 7 | META | $309.2M | 3.15% |
| 8 | RBLX | $236.8M | 2.41% |
| 9 | ISRG | $215.0M | 2.19% |
| 10 | DUOL | $184.3M | 1.88% |
| 11 | TOST | $167.4M | 1.71% |
| 12 | NTRA | $154.4M | 1.57% |
| 13 | ALNY | $150.2M | 1.53% |
| 14 | EMBJ | $143.6M | 1.46% |
| 15 | APPF | $142.7M | 1.45% |
| 16 | MELI | $129.2M | 1.32% |
| 17 | ANET | $122.7M | 1.25% |
| 18 | SHAK | $122.3M | 1.25% |
| 19 | GOOGL | $119.9M | 1.22% |
| 20 | SITM | $116.1M | 1.18% |
| 21 | QXO | $110.3M | 1.12% |
| 22 | BSX | $107.7M | 1.10% |
| 23 | SN | $104.8M | 1.07% |
| 24 | GOOGL | $97.3M | 0.99% |
| 25 | ROKU | $96.7M | 0.99% |
| 26 | POOL | $89.1M | 0.91% |
| 27 | MSFT | $88.0M | 0.90% |
| 28 | MU | $85.2M | 0.87% |
| 29 | ARQT | $83.5M | 0.85% |
| 30 | GAP | $81.6M | 0.83% |
| 31 | HUBS | $80.4M | 0.82% |
| 32 | NYT | $79.5M | 0.81% |
| 33 | PCOR | $75.8M | 0.77% |
| 34 | TBBB | $68.7M | 0.70% |
| 35 | FRPT | $65.0M | 0.66% |
| 36 | TEM | $62.8M | 0.64% |
| 37 | PRCH | $62.6M | 0.64% |
| 38 | SPNT | $61.7M | 0.63% |
| 39 | TTAN | $61.7M | 0.63% |
| 40 | ARX | $58.0M | 0.59% |
| 41 | TLN | $55.4M | 0.56% |
| 42 | CALX | $55.4M | 0.56% |
| 43 | ABNB | $53.7M | 0.55% |
| 44 | XMTR | $52.7M | 0.54% |
| 45 | PLTR | $52.2M | 0.53% |
| 46 | SATS | $47.7M | 0.49% |
| 47 | WRBY | $46.0M | 0.47% |
| 48 | LOAR | $38.0M | 0.39% |
| 49 | GE | $36.6M | 0.37% |
| 50 | SITE | $35.9M | 0.37% |
| 51 | MDB | $35.7M | 0.36% |
| 52 | TSEM | $35.0M | 0.36% |
| 53 | FIG | $34.7M | 0.35% |
| 54 | FWRG | $33.6M | 0.34% |
| 55 | DKS | $33.2M | 0.34% |
| 56 | ALHC | $32.9M | 0.34% |
| 57 | IBN | $30.8M | 0.31% |
| 58 | TXRH | $30.7M | 0.31% |
| 59 | U | $29.8M | 0.30% |
| 60 | GKOS | $27.3M | 0.28% |
| 61 | OSCR | $26.9M | 0.27% |
| 62 | BBIO | $24.0M | 0.24% |
| 63 | HDB | $23.8M | 0.24% |
| 64 | CSGP | $23.5M | 0.24% |
| 65 | FTAI | $23.3M | 0.24% |
| 66 | OPCH | $22.9M | 0.23% |
| 67 | CYTK | $21.4M | 0.22% |
| 68 | MA | $18.7M | 0.19% |
| 69 | SNOW | $18.5M | 0.19% |
| 70 | TDG | $18.4M | 0.19% |
| 71 | CB | $16.8M | 0.17% |
| 72 | BNTX | $16.7M | 0.17% |
| 73 | MGY | $16.5M | 0.17% |
| 74 | RBRK | $15.8M | 0.16% |
Other Assets (26)Click to expand
These holdings could not be matched to company profiles. They may include non-US stocks, bonds, options, or other asset types not in our database.
| Name | Value |
|---|---|
| QUANTA SVCS INC | $163.8M |
| TKO GROUP HOLDINGS INC | $144.0M |
| FIGURE TECHNOLOGY SOLUTIO | $119.0M |
| NEBIUS GROUP N.V. | $117.8M |
| SPOTIFY TECHNOLOGY S A | $98.7M |
| ROBINHOOD MKTS INC | $89.1M |
| LPL FINL HLDGS INC | $88.5M |
| FRANCO NEV CORP | $77.7M |
| AFFIRM HLDGS INC | $71.2M |
| BOOT BARN HLDGS INC | $60.8M |
| SPROUTS FMRS MKT INC | $57.9M |
| ELBIT SYS LTD | $56.0M |
| RIVIAN AUTOMOTIVE INC | $52.6M |
| CBOE GLOBAL MKTS INC | $50.6M |
| MARTIN MARIETTA MATLS INC | $49.4M |
| ARM HOLDINGS PLC | $49.2M |
| FLOOR & DECOR HLDGS INC | $41.1M |
| CROWDSTRIKE HLDGS INC | $41.0M |
| CHART INDS INC | $35.3M |
| BRCBBLACK ROCK COFFEE BAR INC | $33.7M |
| INTL GNRL INSURANCE HLDNGS L | $28.8M |
| KRATOS DEFENSE & SEC SOLUTIO | $24.9M |
| TAIWAN SEMICONDUCTOR MFG LTD | $18.6M |
| BERKLEY W R CORP | $18.6M |
| VIA TRANSN INC | $17.1M |
| UNIVERSAL TECHNICAL INST INC | $16.4M |