GILDER GAGNON HOWE & CO LLC
Top Portfolio Positions
246 positions ·
$8,202,541,669 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,532,418 | $441,653,699 | 5.38% | |
| NFLX |
Netflix Inc
Communication Services
|
4,191,843 | $403,045,704 | 4.91% | |
| NET |
Cloudflare, Inc.
Technology
|
1,778,168 | $366,907,185 | 4.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,751,990 | $364,886,957 | 4.45% | |
| SHOP |
Shopify Inc.
Technology
|
2,154,743 | $255,595,614 | 3.12% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
619,700 | $230,373,475 | 2.81% | |
| META |
Meta Platforms, Inc.
Communication Services
|
394,067 | $225,457,552 | 2.75% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
449,557 | $207,241,281 | 2.53% | |
| PWR |
Quanta Services, Inc.
Industrials
|
373,698 | $205,167,675 | 2.50% | |
| NTRA |
Natera, Inc.
Healthcare
|
755,275 | $151,047,447 | 1.84% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ACMR
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,803,490 | 71,245 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,987,017 | 50,368 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,970,860 | 50,367 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,285,624 | 49,638 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,161,235 | 49,753 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $396,526 | 26,260 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $533,382 | 26,275 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $611,781 | 26,530 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $778,649 | 26,721 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||