GILDER GAGNON HOWE & CO LLC

Position in KTOS — Kratos Defense & Security Solutions, Inc.

CIK 902464 New York, NY

Position in KTOS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,859,216

-$4,243,982 QoQ

Shares Held

197,738

-1.1% QoQ

Ownership

0.105%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#92

of 624 holders

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

GILDER GAGNON HOWE & CO LLC holds $646,299,440 across 22 Aerospace & Defense names. KTOS ranks #15 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMBJ	Embraer S.A.	2,098,154	$133,862,225
2	MDA	MDA Space Ltd.	1,679,194	$69,317,128
3	ESLT	Elbit Systems Ltd	87,647	$66,499,531
4	RTX	RTX Corp	312,470	$59,284,933
5	AXON	Axon Enterprise, Inc.	90,804	$50,905,630
6	FTAI	FTAI Aviation Ltd.	161,244	$43,621,339
7	GE	General Electric Co	113,237	$42,320,064
8	SPCX	Space Exploration Technologies Corp	202,295	$34,564,123

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,859,216	197,738	-1.1%	Shares	Sole	2026-08-14
2026-03-31	$14,103,198	200,017	-25.9%	Shares	Sole	2026-05-15
2025-12-31	$20,479,986	269,793	-1.1%	Shares	Sole	2026-02-17
2025-09-30	$24,934,233	272,893	+17.3%	Shares	Sole	2025-11-14
2025-06-30	$10,804,641	232,608	+1589.0%	Shares	Sole	2025-08-14
2025-03-31	$408,890	13,772	-8.9%	Shares	Sole	2025-05-15
2024-12-31	$398,654	15,112	+0.3%	Shares	Sole	2025-02-14
2024-09-30	$351,154	15,071	+18.2%	Shares	Sole	2024-11-14
2024-06-30	$255,227	12,755	-30.6%	Shares	Sole	2024-08-14
2022-03-31	$376,483	18,383	+8.3%	Shares	Defined	2022-05-16
2021-12-31	$329,315	16,975	-0.5%	Shares	Defined	2022-02-14
2021-09-30	$380,764	17,067	—	Shares	Defined	2021-11-15
No filing history on record for this holder in this stock.