Gilder Gagnon Howe & Co LLC
Net seller this quarter
$9.69B
274
-$268M
30.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $481M | 4.96% | 0.01% | -5.1% | Q3 2013 |
 NET | $409M | 4.22% | Not reported | -6.2% | Q3 2019 |
 AMZN | $401M | 4.14% | 0.02% | -3.9% | Q3 2013 |
 NFLX | $286M | 2.95% | 0.10% | -4.6% | Q3 2013 |
 PWR | $272M | 2.81% | 0.25% | +1.2% | Q1 2021 |
 NBIS | $240M | 2.48% | 0.34% | -8.4% | Q3 2013 |
 TSLA | $239M | 2.47% | 0.01% | -8.1% | Q3 2013 |
 MU | $233M | 2.40% | 0.02% | -47.7% | Q1 2014 |
 SHOP | $210M | 2.16% | 0.47% | -14.8% | Q2 2015 |
 META | $195M | 2.01% | Not reported | -12.4% | Q3 2013 |
 GOOGL | $192M | 1.99% | 0.00% | +12.5% | Q4 2015 |
 SITM | $179M | 1.85% | 0.91% | -26.2% | Q4 2019 |
 ENPH | $171M | 1.77% | 2.63% | +62.1% | Q1 2014 |
 ARM | $164M | 1.69% | 0.04% | +13.0% | Q3 2023 |
 ISRG | $162M | 1.67% | 0.11% | -9.6% | Q4 2016 |
| GOOG | $152M | 1.57% | Not reported | +2.6% | Q4 2015 |
 HOOD | $146M | 1.51% | 0.63% | +0.9% | Q1 2025 |
 SN | $142M | 1.47% | 0.66% | -2.3% | Q3 2024 |
 NTRA | $135M | 1.40% | 0.35% | -34.1% | Q3 2015 |
 EMBJ | $134M | 1.38% | 0.29% | -1.0% | Q2 2024 |
 ANET | $130M | 1.34% | 0.06% | -4.3% | Q2 2014 |
 INTC | $122M | 1.26% | 0.02% | +67.7% | Q2 2023 |
 TSEM | $121M | 1.25% | 0.41% | -1.6% | Q3 2025 |
 TOST | $110M | 1.14% | 1.80% | -2.8% | Q3 2021 |
 TKO | $108M | 1.12% | Not reported | -4.9% | Q1 2024 |
 TBBB | $105M | 1.08% | Not reported | -1.4% | Q1 2024 |
 SPHR | $96.5M | 1.00% | Not reported | -0.7% | Q3 2024 |
 NYT | $93.7M | 0.97% | Not reported | -1.3% | Q1 2018 |
 ECHO | $92.7M | 0.96% | 1.91% | -22.2% | Q1 2024 |
 MELI | $90.4M | 0.93% | 0.11% | -4.2% | Q3 2013 |
 AFRM | $90.4M | 0.93% | 1.87% | +15.7% | Q1 2021 |
 QXO | $82.7M | 0.85% | 0.66% | -20.0% | Q2 2025 |
 XMTR | $82.7M | 0.85% | 1.86% | -7.0% | Q2 2021 |
 ALNY | $81M | 0.84% | 0.20% | -3.9% | Q3 2013 |
 ACMR | $80.8M | 0.83% | 1.50% | +794.2% | Q4 2017 |
 MDA | $69.3M | 0.72% | Not reported | -13.1% | Q1 2026 |
 SPNT | $68.8M | 0.71% | 2.47% | -2.8% | Q3 2022 |
 ABNB | $68.6M | 0.71% | Not reported | +13.0% | Q4 2020 |
 GAP | $68.4M | 0.71% | 1.02% | -0.3% | Q2 2024 |
 ESLT | $66.5M | 0.69% | 0.19% | -21.5% | Q1 2017 |
 DASH | $66.3M | 0.68% | Not reported | +1017.2% | Q1 2023 |
 PRCH | $65.9M | 0.68% | 3.43% | +5.0% | Q1 2025 |
 FNV | $64.8M | 0.67% | 0.16% | -8.0% | Q3 2013 |
 RDDT | $63.6M | 0.66% | Not reported | -2.6% | Q4 2024 |
 RIVN | $62.3M | 0.64% | 0.26% | +1.2% | Q4 2021 |
 RTX | $59.3M | 0.61% | 0.02% | New | Q2 2026 |
 LASR | $58.6M | 0.60% | 1.46% | +7.0% | Q4 2018 |
 DUOL | $57.8M | 0.60% | 3.02% | -1.2% | Q3 2021 |
 BOOT | $56.6M | 0.58% | 1.14% | -1.0% | Q4 2014 |
 LPLA | $54.4M | 0.56% | 0.24% | -0.9% | Q2 2023 |
| Q1 2026 | |||||
| NVDA | $442M | 5.30% | 0.01% | -1.8% | Q3 2013 |
| NFLX | $403M | 4.84% | 0.10% | -4.0% | Q3 2013 |
| NET | $367M | 4.40% | Not reported | +1.4% | Q3 2019 |
| AMZN | $365M | 4.38% | 0.02% | -2.7% | Q3 2013 |
| SHOP | $256M | 3.07% | 0.55% | -1.1% | Q2 2015 |
| TSLA | $230M | 2.76% | 0.02% | -14.7% | Q3 2013 |
| META | $225M | 2.70% | Not reported | -4.0% | Q3 2013 |
| ISRG | $207M | 2.49% | 0.13% | -5.1% | Q4 2016 |
| PWR | $205M | 2.46% | 0.25% | +0.1% | Q1 2021 |
| NTRA | $151M | 1.81% | 0.53% | -8.8% | Q3 2015 |
| GOOGL | $138M | 1.65% | 0.00% | -1.4% | Q4 2015 |
| ECHO | $137M | 1.65% | 2.46% | +26.3% | Q1 2024 |
| MU | $130M | 1.56% | 0.03% | -22.3% | Q1 2014 |
| EMBJ | $126M | 1.51% | 0.29% | -8.8% | Q2 2024 |
| GOOG | $120M | 1.44% | Not reported | +7.7% | Q4 2015 |
| QXO | $116M | 1.40% | 0.84% | -3.8% | Q2 2025 |
| TKO | $114M | 1.37% | Not reported | -18.7% | Q1 2024 |
| NYT | $114M | 1.36% | Not reported | +0.6% | Q1 2018 |
| SITM | $113M | 1.35% | 1.24% | -12.2% | Q4 2019 |
| TOST | $108M | 1.29% | 1.85% | -7.3% | Q3 2021 |
 SHAK | $102M | 1.23% | Not reported | -9.0% | Q1 2015 |
 ARQT | $101M | 1.22% | 3.44% | -3.4% | Q1 2024 |
| SN | $101M | 1.22% | 0.68% | -3.4% | Q3 2024 |
| HOOD | $100M | 1.20% | 0.62% | +87.2% | Q1 2025 |
| NBIS | $98.7M | 1.18% | 0.38% | -6.2% | Q3 2013 |
| ANET | $97.9M | 1.17% | 0.06% | -2.4% | Q2 2014 |
| MELI | $96.1M | 1.15% | 0.11% | +1.4% | Q3 2013 |
 RBLX | $95.1M | 1.14% | 0.23% | -1.3% | Q1 2021 |
| ESLT | $94.8M | 1.14% | 0.24% | +4.3% | Q1 2017 |
| ALNY | $92.7M | 1.11% | 0.21% | -12.3% | Q3 2013 |
| TBBB | $90.3M | 1.08% | Not reported | +1.7% | Q1 2024 |
| GAP | $88.9M | 1.07% | 0.99% | -1.7% | Q2 2024 |
| FNV | $83.4M | 1.00% | 0.18% | -1.0% | Q3 2013 |
| TSEM | $82.7M | 0.99% | 0.42% | -0.1% | Q3 2025 |
| ENPH | $81.2M | 0.97% | 1.63% | +6429.5% | Q1 2014 |
| SPHR | $65.9M | 0.79% | Not reported | +0.1% | Q3 2024 |
 FIGR | $65.5M | 0.79% | Not reported | -3.7% | Q3 2025 |
| SPNT | $63.5M | 0.76% | 2.54% | -10.6% | Q3 2022 |
| ARM | $61.8M | 0.74% | 0.04% | +11.3% | Q3 2023 |
| LPLA | $58.6M | 0.70% | 0.24% | -24.8% | Q2 2023 |
 POOL | $57M | 0.68% | 0.77% | +0.4% | Q3 2013 |
 CBOE | $57M | 0.68% | 0.19% | -2.1% | Q4 2023 |
 SPOT | $57M | 0.68% | 0.06% | -9.6% | Q1 2019 |
| ABNB | $53.6M | 0.64% | Not reported | -1.8% | Q4 2020 |
| RIVN | $53.4M | 0.64% | 0.28% | -1.5% | Q4 2021 |
| BOOT | $50.9M | 0.61% | 1.14% | -2.8% | Q4 2014 |
| RDDT | $50.7M | 0.61% | Not reported | -8.6% | Q4 2024 |
| DUOL | $50.1M | 0.60% | 3.06% | +0.5% | Q3 2021 |
 ARX | $50M | 0.60% | 2.25% | +1.1% | Q3 2025 |
| MDA | $48.9M | 0.59% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| NVDA | $481M | 5.08% | 0.01% | -4.6% | Q3 2013 |
| AMZN | $415M | 4.38% | 0.02% | -0.8% | Q3 2013 |
| NFLX | $409M | 4.32% | 0.10% | -2.8% | Q3 2013 |
| SHOP | $351M | 3.70% | 0.55% | -5.9% | Q2 2015 |
| NET | $346M | 3.65% | Not reported | -4.5% | Q3 2019 |
| TSLA | $327M | 3.45% | 0.02% | -3.5% | Q3 2013 |
| META | $271M | 2.86% | Not reported | -2.6% | Q3 2013 |
| ISRG | $268M | 2.83% | 0.13% | -1.5% | Q4 2016 |
| NTRA | $190M | 2.00% | 0.59% | -13.6% | Q3 2015 |
| PWR | $158M | 1.66% | 0.25% | -5.5% | Q1 2021 |
| TOST | $156M | 1.65% | 2.00% | -4.3% | Q3 2021 |
| GOOGL | $152M | 1.60% | 0.00% | -1.5% | Q4 2015 |
| EMBJ | $150M | 1.58% | 0.32% | -2.2% | Q2 2024 |
| TKO | $145M | 1.53% | Not reported | -2.6% | Q1 2024 |
| MU | $142M | 1.50% | 0.04% | -2.6% | Q1 2014 |
| RBLX | $138M | 1.46% | 0.24% | -0.4% | Q1 2021 |
| SITM | $131M | 1.38% | 1.41% | -3.6% | Q4 2019 |
| ARQT | $129M | 1.37% | 3.61% | +0.6% | Q1 2024 |
| ALNY | $127M | 1.34% | 0.24% | -3.0% | Q3 2013 |
| GOOG | $122M | 1.29% | Not reported | -2.5% | Q4 2015 |
| QXO | $120M | 1.27% | 0.92% | +7.6% | Q2 2025 |
| SN | $111M | 1.17% | 0.70% | -2.5% | Q3 2024 |
| MELI | $110M | 1.16% | 0.11% | -0.9% | Q3 2013 |
| ANET | $107M | 1.13% | 0.07% | -3.0% | Q2 2014 |
| SHAK | $103M | 1.09% | Not reported | -2.9% | Q1 2015 |
 BSX | $103M | 1.08% | 0.07% | -2.4% | Q3 2013 |
| ECHO | $101M | 1.07% | 1.95% | +48.9% | Q1 2024 |
 APPF | $97.6M | 1.03% | Not reported | -19.0% | Q1 2019 |
| GAP | $95.6M | 1.01% | 1.00% | -2.1% | Q2 2024 |
| RDDT | $94.6M | 1.00% | Not reported | +592.4% | Q4 2024 |
| NYT | $93.6M | 0.99% | Not reported | -2.6% | Q1 2018 |
| LPLA | $92.5M | 0.98% | 0.32% | -2.6% | Q2 2023 |
| DUOL | $88.8M | 0.94% | 3.04% | -11.6% | Q3 2021 |
| HOOD | $87.4M | 0.92% | 0.33% | +24.2% | Q1 2025 |
| NBIS | $84.9M | 0.90% | 0.40% | -3.4% | Q3 2013 |
| TBBB | $83.9M | 0.89% | Not reported | -1.5% | Q1 2024 |
| FIGR | $81.9M | 0.86% | Not reported | -38.7% | Q3 2025 |
 MSFT | $78.7M | 0.83% | 0.00% | -4.2% | Q2 2014 |
| SPOT | $75.4M | 0.80% | 0.06% | -8.2% | Q1 2019 |
| SPNT | $72.1M | 0.76% | 2.82% | -3.4% | Q3 2022 |
| RIVN | $71M | 0.75% | 0.29% | +0.5% | Q4 2021 |
| AFRM | $70.9M | 0.75% | 1.61% | -2.2% | Q1 2021 |
| FNV | $70.7M | 0.75% | 0.18% | -2.1% | Q3 2013 |
 HUBS | $66.6M | 0.70% | 0.32% | -3.4% | Q4 2014 |
 FRPT | $64.3M | 0.68% | 2.15% | -10.5% | Q4 2014 |
| POOL | $64.2M | 0.68% | 0.77% | -2.2% | Q3 2013 |
 TTAN | $63.7M | 0.67% | 1.69% | -2.3% | Q4 2024 |
| BOOT | $63.2M | 0.67% | 1.18% | -2.4% | Q4 2014 |
| ESLT | $61.9M | 0.65% | 0.23% | -2.5% | Q1 2017 |
| XMTR | $60.8M | 0.64% | 2.22% | +5.6% | Q2 2021 |
| Q3 2025 | |||||
| NFLX | $538M | 5.48% | 0.11% | -4.7% | Q3 2013 |
| NVDA | $504M | 5.14% | 0.01% | -2.2% | Q3 2013 |
| AMZN | $398M | 4.06% | 0.02% | -2.8% | Q3 2013 |
| NET | $394M | 4.02% | Not reported | -6.1% | Q3 2019 |
| SHOP | $344M | 3.50% | 0.59% | -3.2% | Q2 2015 |
| TSLA | $335M | 3.41% | 0.02% | -1.0% | Q3 2013 |
| META | $309M | 3.15% | Not reported | -4.5% | Q3 2013 |
| RBLX | $237M | 2.41% | 0.24% | -1.5% | Q1 2021 |
| ISRG | $215M | 2.19% | 0.14% | -2.4% | Q4 2016 |
| DUOL | $184M | 1.88% | 3.44% | -3.4% | Q3 2021 |
| TOST | $167M | 1.71% | 2.09% | +4.8% | Q3 2021 |
| PWR | $164M | 1.67% | 0.27% | -1.3% | Q1 2021 |
| NTRA | $154M | 1.57% | 0.70% | -7.6% | Q3 2015 |
| ALNY | $150M | 1.53% | 0.25% | -2.3% | Q3 2013 |
| TKO | $144M | 1.47% | Not reported | -1.4% | Q1 2024 |
| EMBJ | $144M | 1.46% | 0.32% | -7.9% | Q2 2024 |
| APPF | $143M | 1.45% | Not reported | -1.4% | Q1 2019 |
| MELI | $129M | 1.32% | 0.11% | -2.2% | Q3 2013 |
| ANET | $123M | 1.25% | 0.07% | -4.7% | Q2 2014 |
| SHAK | $122M | 1.25% | Not reported | -8.0% | Q1 2015 |
| GOOGL | $120M | 1.22% | 0.00% | -1.9% | Q4 2015 |
| FIGR | $119M | 1.21% | Not reported | New | Q3 2025 |
| NBIS | $118M | 1.20% | 0.45% | +17.7% | Q3 2013 |
| SITM | $116M | 1.18% | 1.48% | -2.2% | Q4 2019 |
| QXO | $110M | 1.12% | 0.86% | +10.7% | Q2 2025 |
| BSX | $108M | 1.10% | 0.07% | -2.0% | Q3 2013 |
| SN | $105M | 1.07% | 0.72% | +12.8% | Q3 2024 |
| SPOT | $98.7M | 1.01% | 0.07% | -2.5% | Q1 2019 |
| GOOG | $97.3M | 0.99% | Not reported | -1.8% | Q4 2015 |
 ROKU | $96.7M | 0.99% | 0.66% | +11.0% | Q3 2017 |
| HOOD | $89.1M | 0.91% | 0.27% | +90.8% | Q1 2025 |
| POOL | $89.1M | 0.91% | 0.77% | +2.1% | Q3 2013 |
| LPLA | $88.5M | 0.90% | 0.33% | -1.7% | Q2 2023 |
| MSFT | $88M | 0.90% | 0.00% | -3.9% | Q2 2014 |
| MU | $85.2M | 0.87% | 0.05% | -1.5% | Q1 2014 |
| ARQT | $83.5M | 0.85% | 3.68% | +6.6% | Q1 2024 |
| GAP | $81.6M | 0.83% | 1.03% | +1.0% | Q2 2024 |
| HUBS | $80.4M | 0.82% | 0.33% | -2.3% | Q4 2014 |
| NYT | $79.5M | 0.81% | Not reported | -14.3% | Q1 2018 |
| FNV | $77.7M | 0.79% | 0.18% | -0.5% | Q3 2013 |
 PCOR | $75.8M | 0.77% | 0.69% | -5.2% | Q2 2021 |
| AFRM | $71.2M | 0.73% | 1.65% | -27.0% | Q1 2021 |
| TBBB | $68.7M | 0.70% | Not reported | -10.2% | Q1 2024 |
| FRPT | $65M | 0.66% | 2.42% | -10.7% | Q4 2014 |
 TEM | $62.8M | 0.64% | Not reported | +88.4% | Q4 2024 |
| PRCH | $62.6M | 0.64% | 3.04% | +51.6% | Q1 2025 |
| SPNT | $61.7M | 0.63% | 2.92% | +0.7% | Q3 2022 |
| TTAN | $61.7M | 0.63% | 1.73% | -0.8% | Q4 2024 |
| BOOT | $60.8M | 0.62% | 1.20% | -19.6% | Q4 2014 |
| ARX | $58M | 0.59% | 2.35% | New | Q3 2025 |