Gilder Gagnon Howe & Co LLC 13F holdings
Gilder Gagnon Howe & Co LLC reported 272 positions with a total reported value of $9.7B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: NVDA NVIDIA CORPORATION (5.0%), NET CLOUDFLARE INC (4.2%), AMZN AMAZON COM INC (4.1%), GOOGL ALPHABET INC (3.6%), NFLX NETFLIX INC. (2.9%). Against 2026-03-31 it opened 50 new positions and exited 28. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 272 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 2,402,442 | $480.7M | 5.0% |
| NET CLOUDFLARE INC | 1,668,352 | $409.2M | 4.2% |
| AMZN AMAZON COM INC | 1,684,231 | $401.4M | 4.1% |
| GOOGL ALPHABET INC | 969,420 | $344.7M | 3.6% |
| NFLX NETFLIX INC. | 3,999,216 | $285.5M | 2.9% |
| QUANTA SVCS INC | 378,096 | $272.2M | 2.8% |
| NBIS NEBIUS GROUP N.V. | 870,776 | $240.5M | 2.5% |
| TSLA TESLA INC | 569,259 | $239.4M | 2.5% |
| MU MICRON TECHNOLOGY INC | 201,645 | $232.8M | 2.4% |
| SHOP SHOPIFY INC | 1,835,426 | $209.6M | 2.2% |
| META META PLATFORMS INC | 345,373 | $194.5M | 2.0% |
| SITM SITIME CORP | 240,532 | $179.3M | 1.9% |
| ENPH ENPHASE ENERGY INC | 3,478,961 | $171.3M | 1.8% |
| ARM ARM HOLDINGS PLC | 461,461 | $163.6M | 1.7% |
| ISRG INTUITIVE SURGICAL INC | 406,268 | $161.6M | 1.7% |
| ROBINHOOD MKTS INC | 1,459,898 | $146.4M | 1.5% |
| SN SHARKNINJA INC | 935,238 | $142.4M | 1.5% |
| NTRA NATERA INC | 498,064 | $135.2M | 1.4% |
| EMBJ EMBRAER S.A. | 2,098,154 | $133.9M | 1.4% |
| ANET ARISTA NETWORKS INC | 763,296 | $129.7M | 1.3% |
| INTC INTEL CORP | 873,727 | $122.0M | 1.3% |
| TSEM TOWER SEMICONDUCTOR LTD | 464,018 | $120.9M | 1.2% |
| TOST TOAST INC | 3,957,072 | $110.1M | 1.1% |
| TKO TKO GROUP HOLDINGS INC | 537,438 | $108.2M | 1.1% |
| TBBB BBB FOODS INC | 2,517,615 | $104.9M | 1.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 50 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| RTX RTX CORPORATION | 312,470 | $59.3M | 0.6% |
| AXON AXON ENTERPRISE INC | 90,804 | $50.9M | 0.5% |
| ON ON SEMICONDUCTOR CORP | 387,473 | $36.6M | 0.4% |
| SPCX SPACE EXPLORATION TECHN CORP | 202,295 | $34.6M | 0.4% |
| RMBS RAMBUS INC DEL | 257,434 | $34.2M | 0.4% |
| W WAYFAIR INC | 299,898 | $27.7M | 0.3% |
| QURE UNIQURE NV | 530,979 | $24.5M | 0.3% |
| PTRN PATTERN GROUP INC | 928,703 | $23.4M | 0.2% |
| QCOM QUALCOMM INC | 92,835 | $17.2M | 0.2% |
| GH GUARDANT HEALTH INC | 104,695 | $15.7M | 0.2% |
| SNOW SNOWFLAKE INC | 56,093 | $14.3M | 0.1% |
| ROUNDHILL ETF TRUST | 185,472 | $13.7M | 0.1% |
| DPC DPC HOLDINGS PLC | 264,456 | $13.0M | 0.1% |
| MANE VERADERMICS INC | 94,864 | $11.7M | 0.1% |
| TTWO TAKE-TWO INTERACTIVE SOFTWAR | 36,864 | $9.2M | <0.1% |
| AVEX AEVEX CORP | 431,291 | $9.0M | <0.1% |
| SKM SK TELECOM CO LTD | 252,320 | $8.1M | <0.1% |
| JBL JABIL INC | 16,879 | $6.5M | <0.1% |
| V VISA INC | 15,768 | $5.4M | <0.1% |
| CLS CELESTICA INC | 14,369 | $5.2M | <0.1% |
| PDFS PDF SOLUTIONS INC | 56,590 | $4.0M | <0.1% |
| RVMD REVOLUTION MEDICINES INC | 21,190 | $4.0M | <0.1% |
| PURR HYPERLIQUID STRATEGIES INC | 479,226 | $3.8M | <0.1% |
| PSNL PERSONALIS INC | 278,490 | $3.7M | <0.1% |
| GTLB GITLAB INC | 111,886 | $3.4M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 28 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| SHAK SHAKE SHACK INC | 1,155,577 | $102.2M | 1.2% |
| CBOE CBOE GLOBAL MKTS INC | 202,940 | $57.0M | 0.7% |
| SPROUTS FMRS MKT INC | 407,258 | $31.4M | 0.4% |
| ROKU ROKU INC | 272,337 | $25.8M | 0.3% |
| BRCB BLACK ROCK COFFEE BAR INC | 602,893 | $7.8M | <0.1% |
| CME CME GROUP INC | 23,148 | $6.8M | <0.1% |
| MCD MCDONALDS CORP | 21,757 | $6.8M | <0.1% |
| WCN WASTE CONNECTIONS INC | 33,852 | $5.5M | <0.1% |
| ISHARES INC | 33,383 | $4.1M | <0.1% |
| CIEN CIENA CORP | 10,558 | $4.1M | <0.1% |
| IBN ICICI BANK LIMITED | 138,435 | $3.6M | <0.1% |
| RDNT RADNET INC | 49,492 | $2.8M | <0.1% |
| EYE NATIONAL VISION HLDGS INC | 106,255 | $2.8M | <0.1% |
| NEPTUNE INS HLDGS INC | 100,491 | $2.4M | <0.1% |
| HDB HDFC BANK LTD | 93,206 | $2.3M | <0.1% |
| KRMN KARMAN HLDGS INC | 28,537 | $2.3M | <0.1% |
| RIG TRANSOCEAN LTD | 319,345 | $2.1M | <0.1% |
| COGT COGENT BIOSCIENCES INC | 52,163 | $2.0M | <0.1% |
| HII HUNTINGTON INGALLS INDS INC | 4,798 | $1.8M | <0.1% |
| ZG ZILLOW GROUP INC | 29,803 | $1.2M | <0.1% |
| ERAS ERASCA INC | 56,597 | $915.7K | <0.1% |
| BSX BOSTON SCIENTIFIC CORP | 12,933 | $811.5K | <0.1% |
| MAZE MAZE THERAPEUTICS INC | 17,487 | $522.0K | <0.1% |
| BIRK BIRKENSTOCK HOLDING PLC | 10,907 | $390.8K | <0.1% |
| EQT EQT CORP | 4,490 | $285.7K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ACM RESH INC | 71,245 | 637,058 | +794.2% | $80.8M |
| ENPH ENPHASE ENERGY INC | 2,146,391 | 3,478,961 | +62.1% | $171.3M |
| DASH DOORDASH INC | 32,173 | 359,443 | +1,017.2% | $66.3M |
| INTC INTEL CORP | 521,122 | 873,727 | +67.7% | $122.0M |
| CRWV COREWEAVE INC | 54,293 | 537,774 | +890.5% | $53.5M |
| UTI UNIVERSAL TECHNICAL INST INC | 279,223 | 1,041,404 | +273.0% | $44.5M |
| GOOGL ALPHABET INC | 898,540 | 969,420 | +7.9% | $344.7M |
| NKTR NEKTAR THERAPEUTICS | 271,758 | 600,873 | +121.1% | $41.9M |
| HUBS HUBSPOT INC | 161,818 | 270,150 | +66.9% | $49.3M |
| ARM ARM HOLDINGS PLC | 408,257 | 461,461 | +13.0% | $163.6M |
| VIA TRANSN INC | 1,539,571 | 2,573,117 | +67.1% | $46.7M |
| AFRM AFFIRM HLDGS INC | 958,005 | 1,108,083 | +15.7% | $90.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 385,605 | 201,645 | -47.7% | $232.8M |
| ARQT ARCUTIS BIOTHERAPEUTICS INC | 4,304,010 | 1,313,211 | -69.5% | $34.4M |
| NTRA NATERA INC | 755,275 | 498,064 | -34.1% | $135.2M |
| SITM SITIME CORP | 326,068 | 240,532 | -26.2% | $179.3M |
| RBLX ROBLOX CORP | 1,680,558 | 841,776 | -49.9% | $45.8M |
| SHOP SHOPIFY INC | 2,154,743 | 1,835,426 | -14.8% | $209.6M |
| AEHR AEHR TEST SYS | 444,296 | 100,204 | -77.4% | $9.6M |
| META META PLATFORMS INC | 394,067 | 345,373 | -12.4% | $194.5M |
| NET CLOUDFLARE INC | 1,778,168 | 1,668,352 | -6.2% | $409.2M |
| ECHO ECHOSTAR CORP | 1,173,977 | 912,981 | -22.2% | $92.7M |
| NVDA NVIDIA CORPORATION | 2,532,418 | 2,402,442 | -5.1% | $480.7M |
| PLTR PALANTIR TECHNOLOGIES INC | 275,323 | 82,574 | -70.0% | $9.6M |
CIK 902464 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
