CIK: 0000902464
Total reported value
$8.3B
Reporting period: 2026-03-31 · Number of holdings: 252
GILDER GAGNON HOWE & CO LLC disclosed 252 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $8.3B and a quarterly turnover rate of 30.5%.
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Gilder Gagnon Howe & Co LLC's disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 54 equally-sized positions, well below its 252 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.91), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim BSX
-98.8% -$101.9M
Add ENPH
+6429.5% $80.1M
Add PWR
+0.1% $47.6M
Add NET
+1.4% $21.0M
Trim TSLA
-14.7% -$96.3M
Trim SHOP
-1.1% -$95.1M
Showing top 200 holdings (of 252 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.30% | +0.22% | -1.83% | |
| 2 | NFLX | Netflix INC | Stock-Comm Services | 4.84% | — | -3.98% | |
| 3 | NET | Cloudflare INC - Class A | Stock-Tech | 4.40% | +0.75% | +1.35% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 4.38% | — | -2.65% | |
| 5 | SHOP | Shopify INC - Class A | Stock-Tech | 3.07% | -0.63% | -1.09% | |
| 6 | TSLA | Tesla INC | Stock-Consumer Disc | 2.76% | -0.69% | -14.70% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.70% | -0.16% | -3.95% | |
| 8 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 2.49% | -0.34% | -5.07% | |
| 9 | PWR | Quanta Services INC | Stock-Industrials | 2.46% | +0.80% | +0.09% | |
| 10 | NTRA | Natera INC | Stock-Healthcare | 1.81% | -0.19% | -8.82% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | — | -1.44% | |
| 12 | ECHO | Echostar Corp-a | Stock-Comm Services | 1.65% | +0.58% | +26.32% | |
| 13 | MU | Micron Technology INC | Stock-Tech | 1.56% | — | -22.31% | |
| 14 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 1.51% | -0.07% | -8.78% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.44% | — | +7.69% | |
| 16 | QXO | Qxo INC | Stock-Industrials | 1.40% | — | -3.81% | |
| 17 | TKO | Tko Group Holdings INC | Stock-Comm Services | 1.37% | -0.16% | -18.67% | |
| 18 | NYT | New York Times Co-a | Stock-Comm Services | 1.36% | +0.37% | +0.58% | |
| 19 | SITM | Sitime CORP | Stock-Tech | 1.35% | -0.03% | -12.18% | |
| 20 | TOST | Toast Inc-class A | Stock-Tech | 1.29% | -0.36% | -7.32% | |
| 21 | SHAK | Shake Shack INC - Class A | Stock-Consumer Disc | 1.23% | — | -8.95% | |
| 22 | ARQT | Arcutis Biotherapeutics INC | Stock-Other | 1.22% | -0.15% | -3.36% | |
| 23 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 1.22% | — | -3.38% | |
| 24 | HOOD | Robinhood Markets INC - A | Stock-Financials | 1.20% | — | +87.24% | |
| 25 | NBIS | Nebius Group NV | Stock-Other | 1.18% | — | -6.20% | |
| 26 | ANET | Arista Networks INC | Stock-Tech | 1.17% | — | -2.36% | |
| 27 | MELI | Mercadolibre INC | Stock-Consumer Disc | 1.15% | — | +1.44% | |
| 28 | RBLX | Roblox CORP -class A | Stock-Comm Services | 1.14% | -0.32% | -1.27% | |
| 29 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 1.14% | +0.49% | +4.26% | |
| 30 | ALNY | Alnylam Pharmaceuticals INC | Stock-Healthcare | 1.11% | -0.23% | -12.28% | |
| 31 | TBBB | BBB Foods Inc. | Stock-Other | 1.08% | — | +1.70% | |
| 32 | GAP | Gap Inc/the | Stock-Consumer Disc | 1.07% | — | -1.69% | |
| 33 | FNV | Franco-nevada CORP | Stock-Materials | 1.00% | — | -1.01% | |
| 34 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 0.99% | +0.41% | -0.10% | |
| 35 | ENPH | Enphase Energy INC | Stock-Tech | 0.97% | +0.96% | +6429.54% | |
| 36 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 0.79% | — | +0.06% | |
| 37 | FIGR | Figure Technology Solut-cl A | Stock-Other | 0.79% | — | -3.71% | |
| 38 | SPNT | SiriusPoint Ltd. | Stock-Other | 0.76% | — | -10.57% | |
| 39 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.74% | +0.32% | +11.32% | |
| 40 | LPLA | Lpl Financial Holdings INC | Stock-Financials | 0.70% | -0.28% | -24.84% | |
| 41 | POOL | Pool CORP | Stock-Industrials | 0.68% | — | +0.39% | |
| 42 | CBOE | Cboe Global Markets INC | Stock-Financials | 0.68% | — | -2.10% | |
| 43 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.68% | -0.12% | -9.55% | |
| 44 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.64% | — | -1.82% | |
| 45 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.64% | -0.11% | -1.51% | |
| 46 | BOOT | Boot Barn Holdings INC | Stock-Consumer Disc | 0.61% | — | -2.84% | |
| 47 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.61% | -0.39% | -8.59% | |
| 48 | DUOL | Duolingo | Stock-Tech | 0.60% | -0.34% | +0.48% | |
| 49 | ARX | Accelerant Holdings | Stock-Other | 0.60% | — | +1.09% | |
| 50 | MDA | Mda Space LTD | Stock-Other | 0.59% | +0.59% | NEW |
Performance for Q3 2026
-0.7%
Performance Last 4 Quarters
+6.2%
Based on 78% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 252 | $8.3B | 31 | |
| 2025-12-31 | 250 | $9.5B | 24 | |
| 2025-09-30 | 249 | $9.8B | 45 | |
| 2025-06-30 | 238 | $9.4B | 0 | |
| 2025-03-31 | 233 | $7.7B | 100 | |
| 2024-12-31 | 254 | $9.3B | 0 | |
| 2024-09-30 | 250 | $8.4B | 0 | |
| 2024-06-30 | 251 | $8.0B | 0 | |
| 2024-03-31 | 257 | $8.0B | 0 | |
| 2023-12-31 | 250 | $7.3B | 0 | |
| 2023-09-30 | 258 | $6.6B | 0 | |
| 2023-06-30 | 342 | $7.3B | 0 | |
| 2023-03-31 | 245 | $6.0B | 0 | |
| 2022-12-31 | 244 | $5.4B | 0 | |
| 2022-09-30 | 247 | $5.7B | 0 | |
| 2022-06-30 | 249 | $5.6B | 0 | |
| 2022-03-31 | 289 | $10.8B | 0 | |
| 2021-12-31 | 401 | $17.6B | 0 | |
| 2021-09-30 | 434 | $19.3B | 0 | |
| 2021-06-30 | 420 | $20.4B | 95 | |
| 2021-03-31 | 403 | $18.6B | 29 | |
| 2020-12-31 | 346 | $20.1B | 37 | |
| 2020-09-30 | 352 | $16.2B | 37 | |
| 2020-06-30 | 318 | $12.8B | 50 | |
| 2020-03-31 | 292 | $8.3B | 42 | |
| 2019-12-31 | 300 | $9.6B | 100 | |
| 2019-09-30 | 262 | $8.1B | 0 | |
| 2019-06-30 | 284 | $9.9B | 29 | |
| 2019-03-31 | 276 | $9.4B | 37 | |
| 2018-12-31 | 267 | $7.1B | 41 | |
| 2018-09-30 | 281 | $9.8B | 30 | |
| 2018-06-30 | 277 | $9.3B | 36 | |
| 2018-03-31 | 289 | $8.1B | 30 | |
| 2017-12-31 | 294 | $7.4B | 28 | |
| 2017-09-30 | 282 | $7.1B | 27 | |
| 2017-06-30 | 286 | $6.8B | 33 | |
| 2017-03-31 | 276 | $5.9B | 32 | |
| 2016-12-31 | 263 | $5.1B | 34 | |
| 2016-09-30 | 271 | $5.8B | 40 | |
| 2016-06-30 | 275 | $5.0B | 45 | |
| 2016-03-31 | 259 | $5.1B | 32 | |
| 2015-12-31 | 280 | $6.2B | 34 | |
| 2015-09-30 | 286 | $6.3B | 41 | |
| 2015-06-30 | 313 | $7.6B | 39 | |
| 2015-03-31 | 297 | $7.2B | 40 | |
| 2014-12-31 | 297 | $6.7B | 30 | |
| 2014-09-30 | 317 | $6.9B | 32 | |
| 2014-06-30 | 337 | $7.5B | 46 | |
| 2014-03-31 | 262 | $7.3B | 44 | |
| 2013-12-31 | 244 | $7.0B | 39 | |
| 2013-09-30 | 240 | $6.4B | 63 | |
| 2013-06-30 | 247 | $5.3B | 0 |
Gilder Gagnon Howe & Co LLC's most significant position changes for 2026-03-31: New buy: Mda Space LTD (MDA); New buy: Nlight INC (LASR); New buy: Live Oak Bancshares INC (LOB); Sold out: Crowdstrike Holdings INC - A (CRWD); Sold out: Unity Software INC (U).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ENPH | Enphase Energy INC | +1% | +6429.54% | Add |
| 2 | PWR | Quanta Services INC | +0.8% | +0.09% | Add |
| 3 | NET | Cloudflare INC - Class A | +0.8% | +1.35% | Add |
| 4 | ECHO | Echostar Corp-a | +0.6% | +26.32% | Add |
| 5 | ESLT | Elbit Systems Ltd. | +0.5% | +4.26% | Add |
| 6 | TSEM | Tower Semiconductor Ltd. | +0.4% | -0.10% | Trim |
| 7 | NYT | New York Times Co-a | +0.4% | +0.58% | Add |
| 8 | ARM | Arm Holdings Plc-adr | +0.3% | +11.32% | Add |
| 9 | AAOI | Applied Optoelectronics INC | +0.3% | -4.13% | Trim |
| 10 | TBN | Tamboran Resources CORP | +0.3% | +5.84% | Add |
| 11 | NVDA | Nvidia CORP | +0.2% | -1.83% | Trim |
| 12 | AMZN | Amazon.com INC | — | -2.65% | Trim |
| 13 | SITM | Sitime CORP | 0% | -12.18% | Trim |
| 14 | EMBJ | Embraer Sa-spon Adr | -0.1% | -8.78% | Trim |
| 15 | RIVN | Rivian Automotive Inc-a | -0.1% | -1.51% | Trim |
| 16 | SPOT | Spotify Technology S.A. | -0.1% | -9.55% | Trim |
| 17 | ARQT | Arcutis Biotherapeutics INC | -0.2% | -3.36% | Trim |
| 18 | META | Meta Platforms Inc-class A | -0.2% | -3.95% | Trim |
| 19 | TKO | Tko Group Holdings INC | -0.2% | -18.67% | Trim |
| 20 | GTLS | Chart Industries INC | -0.2% | -56.77% | Trim |
| 21 | NTRA | Natera INC | -0.2% | -8.82% | Trim |
| 22 | XMTR | Xometry Inc-a | -0.2% | -9.87% | Trim |
| 23 | AERO | Grupo Aeromexico Sab De Cv | -0.2% | -8.94% | Trim |
| 24 | AFRM | Affirm Holdings INC | -0.2% | +0.53% | Add |
| 25 | TTAN | Servicetitan Inc-a | -0.2% | -0.50% | Trim |
| 26 | ALNY | Alnylam Pharmaceuticals INC | -0.2% | -12.28% | Trim |
| 27 | HUBS | Hubspot INC | -0.2% | -2.48% | Trim |
| 28 | ROKU | Roku INC | -0.2% | -43.42% | Trim |
| 29 | FWRG | First Watch Restaurant Group | -0.2% | -64.40% | Trim |
| 30 | IBN | Icici Bank Ltd-spon Adr | -0.3% | -86.10% | Trim |
| 31 | LPLA | Lpl Financial Holdings INC | -0.3% | -24.84% | Trim |
| 32 | FND | Floor & Decor Holdings Inc-a | -0.3% | -88.62% | Trim |
| 33 | RBLX | Roblox CORP -class A | -0.3% | -1.27% | Trim |
| 34 | ISRG | Intuitive Surgical INC | -0.3% | -5.07% | Trim |
| 35 | DUOL | Duolingo | -0.3% | +0.48% | Add |
| 36 | TOST | Toast Inc-class A | -0.4% | -7.32% | Trim |
| 37 | RDDT | Reddit Inc-cl A | -0.4% | -8.59% | Trim |
| 38 | MDB | Mongodb INC | -0.4% | -90.55% | Trim |
| 39 | MSFT | Microsoft CORP | -0.5% | -52.19% | Trim |
| 40 | APPF | Appfolio INC - A | -0.5% | -36.74% | Trim |
| 41 | SHOP | Shopify INC - Class A | -0.6% | -1.09% | Trim |
| 42 | TSLA | Tesla INC | -0.7% | -14.70% | Trim |
| 43 | BSX | Boston Scientific CORP | -1.1% | -98.80% | Trim |
| 44 | MDA | Mda Space LTD | — | NEW | New buy |
| 45 | LASR | Nlight INC | — | NEW | New buy |
| 46 | LOB | Live Oak Bancshares INC | — | NEW | New buy |
| 47 | CRWD | Crowdstrike Holdings INC - A | — | EXIT | Sold out |
| 48 | U | Unity Software INC | — | EXIT | Sold out |
| 49 | INTC | Intel CORP | — | NEW | New buy |
| 50 | TWLO | Twilio INC - A | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-12-10 | Amendment | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-13 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-17 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-30 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-31 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-30 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-31 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-06 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-01 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-11 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-01 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-01 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-01 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-03 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-04 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-09 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-30 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-30 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-17 | Amendment | View on EDGAR |
| 2014-12-31 | 2015-02-13 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-13 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-04 | Amendment | View on EDGAR |
| 2014-06-30 | 2014-08-01 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-09 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-12 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-27 | Amendment | View on EDGAR |
| 2013-06-30 | 2013-08-14 | Amendment | View on EDGAR |
| 2013-06-30 | 2013-08-12 | 13F-HR | View on EDGAR |
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