GILDER GAGNON HOWE & CO LLC

CIK

902464

Location

New York, NY

Portfolio Value

Mid $9,659,463,002

Diversification

Diversified

Filing Date

Global Rank

#491 / 8,700 ▲ 55

Top Industry

Semiconductors 15.6%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

26 quarters · since Mar 2020

Portfolio Concentration

271 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.0%

−0.3 pts

Top 5

19.9%

−2.2 pts

Top 10

32.3%

−3.3 pts

HHI

168

Diversified−22

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.7%	$3,161,273,204	64
Communication Services	17.4%	$1,680,913,632	20
Consumer Cyclical	14.2%	$1,372,128,407	30
Industrials	13.7%	$1,322,517,060	52
Healthcare	9.0%	$867,225,262	42
Financial Services	7.5%	$727,858,778	26
Consumer Defensive	2.3%	$223,230,247	9
Basic Materials	1.5%	$146,463,601	14
Energy	1.0%	$96,401,838	8
Utilities	0.5%	$49,020,611	3
Real Estate	0.1%	$12,430,362	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TDUP	ThredUp Inc.	+1,772,009	4,147,133	$28,407,861
ENPH	Enphase Energy, Inc.	+1,332,570	3,478,961	$171,304,039
VIA	Via Transportation, Inc.	+1,033,546	2,573,117	$46,676,342
REAL	TheRealReal, Inc.	+963,076	1,014,304	$11,958,644
UTI	Universal Technical Institute Inc	+762,181	1,041,404	$44,540,849
BFLY	Butterfly Network, Inc.	+710,890	803,792	$6,767,928
ACMR	ACM Research, Inc.	+565,813	637,058	$80,836,289
CRWV	CoreWeave, Inc.	+483,481	537,774	$53,530,023
MAMA	Mama's Creations, Inc.	+397,872	631,225	$11,267,366
EVER	EverQuote, Inc.	+385,653	460,075	$10,945,184
INTC	Intel Corp	+352,605	873,727	$121,998,501
NKTR	Nektar Therapeutics	+329,115	600,873	$41,946,944
DASH	DoorDash, Inc.	+327,270	359,443	$66,328,016
CCOI	Cogent Communications Holdings, Inc.	+284,493	783,783	$10,878,908
TBN	Tamboran Resources Corp	+250,323	1,091,386	$35,480,958
PRCH	Porch Group, Inc.	+207,073	4,381,990	$65,905,129
SIBN	SI-BONE, Inc.	+204,526	1,253,042	$20,449,645
AFRM	Affirm Holdings, Inc.	+150,078	1,108,083	$90,364,168
VRA	Vera Bradley, Inc.	+143,981	227,233	$883,936
BBIO	BridgeBio Pharma, Inc.	+128,601	548,926	$40,884,008
HUBS	Hubspot Inc	+108,332	270,150	$49,305,076
ESTA	Establishment Labs Holdings Inc.	+73,500	342,033	$29,349,851
TE	T1 Energy Inc.	+72,897	248,939	$2,359,941
GOOGL	Alphabet Inc.	+70,880	969,420	$344,701,131
CYTK	Cytokinetics Inc	+69,256	400,245	$34,096,871
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ARQT	Arcutis Biotherapeutics, Inc.	−2,990,799	1,313,211	$34,432,392
QXO	QXO, Inc.	−1,200,241	4,788,440	$82,744,243
RBLX	Roblox Corp	−838,782	841,776	$45,775,778
FWRG	First Watch Restaurant Group, Inc.	−624,317	116,809	$1,505,668
FIG	Figma, Inc.	−570,725	80,872	$1,462,974
ALHC	Alignment Healthcare, Inc.	−434,209	1,399,482	$33,321,666
FIGR	Figure Technology Solutions, Inc.	−426,220	1,504,431	$46,201,076
AERO	Grupo Aeromexico, S.A.B. de C.V.	−420,784	2,016,959	$36,305,262
CTMX	CytomX Therapeutics, Inc.	−415,886	704,423	$2,641,586
NU	Nu Holdings Ltd.	−392,821	339,406	$4,534,464
AEHR	Aehr Test Systems	−344,092	100,204	$9,625,596
SHOP	Shopify Inc.	−319,317	1,835,426	$209,568,940
WRBY	Warby Parker Inc.	−263,921	48,819	$1,481,168
ECHO	EchoStar CORP	−260,996	912,981	$92,667,571
NTRA	Natera, Inc.	−257,211	498,064	$135,199,472
MDA	MDA Space Ltd.	−252,967	1,679,194	$69,317,128
OPCH	Option Care Health, Inc.	−241,436	559,706	$11,737,034
TTAN	ServiceTitan, Inc.	−216,761	377,904	$26,721,591
CALX	Calix, Inc	−198,769	580,323	$21,657,654
PLTR	Palantir Technologies Inc.	−192,749	82,574	$9,633,908
NFLX	Netflix Inc	−192,627	3,999,216	$285,544,022
MU	Micron Technology Inc	−183,960	201,645	$232,756,807
FRPT	Freshpet, Inc.	−182,613	625,953	$37,006,341
NVDA	Nvidia Corp	−129,976	2,402,442	$480,704,619
BETA	BETA Technologies, Inc.	−119,489	263,765	$4,418,063
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
RTX	RTX Corp	312,470	$59,284,933
AXON	Axon Enterprise, Inc.	90,804	$50,905,630
ON	On Semiconductor Corp	387,473	$36,631,697
SPCX	Space Exploration Technologies Corp	202,295	$34,564,123
RMBS	Rambus Inc	257,434	$34,171,789
W	Wayfair Inc.	299,898	$27,716,573
QURE	uniQure N.V.	530,979	$24,456,892
PTRN	Pattern Group Inc.	928,703	$23,394,028
QCOM	Qualcomm Inc/De	92,835	$17,154,979
GH	Guardant Health, Inc.	104,695	$15,707,390
SNOW	Snowflake Inc.	56,093	$14,275,668
DPC	DPC Holdings PLC	264,456	$12,974,211
MANE	Veradermics, Inc	94,864	$11,662,580
TTWO	Take Two Interactive Software Inc	36,864	$9,215,262
AVEX	AEVEX Corp.	431,291	$9,009,668
SKM	Sk Telecom Co Ltd	252,320	$8,114,611
JBL	Jabil Inc	16,879	$6,506,516
V	Visa Inc.	15,768	$5,409,843
CLS	Celestica Inc	14,369	$5,241,811
PDFS	Pdf Solutions Inc	56,590	$4,006,006
RVMD	Revolution Medicines, Inc.	21,190	$3,968,463
PURR	Hyperliquid Strategies Inc	479,226	$3,771,508
PSNL	Personalis, Inc.	278,490	$3,731,766
GTLB	Gitlab Inc.	111,886	$3,415,879
ATEX	Anterix Inc.	32,833	$3,379,829
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SHAK	Shake Shack Inc.	1,155,577	$102,233,897
CBOE	Cboe Global Markets, Inc.	202,940	$57,040,345
SFM	Sprouts Farmers Market, Inc.	407,258	$31,411,809
ROKU	Roku, Inc	272,337	$25,768,526
BRCB	Black Rock Coffee Bar, Inc.	602,893	$7,789,377
CME	Cme Group Inc.	23,148	$6,836,761
MCD	Mcdonalds Corp	21,757	$6,761,858
WCN	Waste Connections, Inc.	33,852	$5,498,918
AAXJ	iShares MSCI All Country Asia ex Japan ETF	33,383	$4,106,442
CIEN	Ciena Corp	10,558	$4,098,932
IBN	Icici Bank Ltd	138,435	$3,585,466
RDNT	RadNet, Inc.	49,492	$2,766,107
EYE	National Vision Holdings, Inc.	106,255	$2,752,004
NP	Neptune Insurance Holdings Inc.	100,491	$2,430,877
HDB	Hdfc Bank Ltd	93,206	$2,318,965
KRMN	Karman Holdings Inc.	28,537	$2,284,386
RIG	Transocean Ltd.	319,345	$2,117,257
COGT	Cogent Biosciences, Inc.	52,163	$2,007,753
HII	Huntington Ingalls Industries, Inc.	4,798	$1,822,760
ZG	Zillow Group, Inc.	29,803	$1,233,248
ERAS	Erasca, Inc.	56,597	$915,739
BSX	Boston Scientific Corp	12,933	$811,545
MAZE	Maze Therapeutics, Inc.	17,487	$521,986
BIRK	Birkenstock Holding plc	10,907	$390,797
EQT	EQT Corp	4,490	$285,743
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

271 tracked positions · $9,659,463,002 total · filing declares 274 positions · $9,687,004,638 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 271 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	2,402,442	-129,976	$480,704,619	+8.8%	4.98%
NET	Cloudflare, Inc. Technology	Reduced	1,668,352	-109,816	$409,213,378	+11.5%	4.24%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,684,231	-67,759	$401,419,616	+10.0%	4.16%
GOOGL	Alphabet Inc. Communication Services	Added	969,420	+70,880	$344,701,131	+33.6%	3.57%
NFLX	Netflix Inc Communication Services	Reduced	3,999,216	-192,627	$285,544,022	−29.2%	2.96%
PWR	Quanta Services, Inc. Industrials	Added	378,096	+4,398	$272,244,243	+32.7%	2.82%
NBIS	Nebius Group N.V. Communication Services	Reduced	870,776	-80,317	$240,482,207	+143.7%	2.49%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	569,259	-50,441	$239,430,335	+3.9%	2.48%
MU	Micron Technology Inc Technology	Reduced	201,645	-183,960	$232,756,807	+78.7%	2.41%
SHOP	Shopify Inc. Technology	Reduced	1,835,426	-319,317	$209,568,940	−18.0%	2.17%
META	Meta Platforms, Inc. Communication Services	Reduced	345,373	-48,694	$194,545,157	−13.7%	2.01%
SITM	SITIME Corp Technology	Reduced	240,532	-85,536	$179,331,037	+59.3%	1.86%
ENPH	Enphase Energy, Inc. Technology	Added	3,478,961	+1,332,570	$171,304,039	+111.1%	1.77%
ARM	Arm Holdings PLC /Uk Technology	Added	461,461	+53,204	$163,620,226	+164.9%	1.69%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	406,268	-43,289	$161,564,658	−22.0%	1.67%
HOOD	Robinhood Markets, Inc. Financial Services	Added	1,459,898	+12,663	$146,398,571	+46.0%	1.52%
SN	SharkNinja, Inc. Consumer Cyclical	Reduced	935,238	-21,869	$142,408,690	+40.5%	1.47%
NTRA	Natera, Inc. Healthcare	Reduced	498,064	-257,211	$135,199,472	−10.5%	1.40%
EMBJ	Embraer S.A. Industrials	Reduced	2,098,154	-21,219	$133,862,225	+6.4%	1.39%
ANET	Arista Networks, Inc. Technology	Reduced	763,296	-33,925	$129,668,724	+32.5%	1.34%
INTC	Intel Corp Technology	Added	873,727	+352,605	$121,998,501	+430.5%	1.26%
TSEM	Tower Semiconductor Ltd Technology	Reduced	464,018	-7,448	$120,941,651	+46.2%	1.25%
TOST	Toast, Inc. Technology	Reduced	3,957,072	-112,090	$110,085,743	+2.1%	1.14%
TKO	TKO Group Holdings, Inc. Communication Services	Reduced	537,438	-27,473	$108,191,643	−5.0%	1.12%
TBBB	Bbb Foods Inc Consumer Defensive	Reduced	2,517,615	-36,609	$104,909,017	+16.1%	1.09%
SPHR	Sphere Entertainment Co. Communication Services	Reduced	557,742	-3,715	$96,506,098	+46.4%	1.00%
NYT	New York Times Co Communication Services	Reduced	1,339,426	-17,051	$93,733,031	−17.5%	0.97%
ECHO	EchoStar CORP Communication Services	Reduced	912,981	-260,996	$92,667,571	−32.6%	0.96%
AFRM	Affirm Holdings, Inc. Financial Services	Added	1,108,083	+150,078	$90,364,168	+105.9%	0.94%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	53,237	-2,315	$90,363,951	−5.9%	0.94%
QXO	QXO, Inc. Industrials	Reduced	4,788,440	-1,200,241	$82,744,243	−28.9%	0.86%
XMTR	Xometry, Inc. Industrials	Reduced	857,146	-64,035	$82,731,731	+119.9%	0.86%
ALNY	Alnylam Pharmaceuticals, Inc. Healthcare	Reduced	269,051	-11,041	$80,992,422	−12.6%	0.84%
ACMR	ACM Research, Inc. Technology	Added	637,058	+565,813	$80,836,289	+2783.4%	0.84%
MDA	MDA Space Ltd. Industrials	Reduced	1,679,194	-252,967	$69,317,128	+41.7%	0.72%
SPNT	SiriusPoint Ltd Financial Services	Reduced	2,864,674	-81,128	$68,752,176	+8.4%	0.71%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	479,688	+55,009	$68,643,352	+28.0%	0.71%
GAP	Gap Inc Consumer Cyclical	Reduced	3,660,756	-11,292	$68,382,922	−23.0%	0.71%
ESLT	Elbit Systems Ltd Industrials	Reduced	87,647	-24,037	$66,499,531	−29.9%	0.69%
DASH	DoorDash, Inc. Consumer Cyclical	Added	359,443	+327,270	$66,328,016	+1273.0%	0.69%
PRCH	Porch Group, Inc. Financial Services	Added	4,381,990	+207,073	$65,905,129	+120.2%	0.68%
FNV	FRANCO NEVADA Corp Basic Materials	Reduced	310,693	-27,007	$64,760,848	−22.4%	0.67%
RDDT	Reddit, Inc. Communication Services	Reduced	366,313	-9,876	$63,584,610	+25.5%	0.66%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Added	3,590,083	+42,502	$62,287,940	+16.7%	0.64%
RTX	RTX Corp Industrials	NEW	312,470	NEW	$59,284,933	NEW	0.61%
LASR	Nlight, Inc. Technology	Added	840,995	+54,710	$58,550,071	+30.6%	0.61%
DUOL	Duolingo, Inc. Technology	Reduced	502,344	-6,206	$57,779,606	+15.3%	0.60%
BOOT	Boot Barn Holdings, Inc. Consumer Cyclical	Reduced	344,422	-3,365	$56,578,201	+11.2%	0.59%
LPLA	LPL Financial Holdings Inc. Financial Services	Reduced	193,037	-1,689	$54,374,662	−7.2%	0.56%
CRWV	CoreWeave, Inc. Technology	Added	537,774	+483,481	$53,530,023	+1172.7%	0.55%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.