GILDER GAGNON HOWE & CO LLC

New York, NY · CIK 902464 · 13F filing filed 2024-08-14

SEC-registered investment adviser since 2006 · limited liability company

Assets managed$12.1bn
Staff84 · 55 in investment roles
Main clients (by assets)High net worth individuals 76%, Companies 16%, Individuals 3%
Form ADV · 2026-03-24SEC adviser record

Legal entityGILDER GAGNON HOWE & CO. LLC (US)

$8.0bn reported value -0.3% vs Q1 2024

251positions

34.3%in top 10

31 new 71 added 148 reduced 37 sold out vs Q1 2024

Holdings, Q2 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	3,598,379	$444.5m5.57%	5.57%	Reduced -1.1m	-1,061,051 -22.8%
2	AMAZON COM INC COM AMZN	AMZN	2,042,712	$394.8m4.95%	4.95%	Added +2.8k	+2,815 0.1%
3	NETFLIX INC COM NFLX	NFLX	528,199	$356.5m4.47%	4.47%	Reduced -32.4k	-32,409 -5.8%
4	TESLA INC COM TSLA	TSLA	1,433,534	$283.7m3.55%	3.55%	Added +9.3k	+9,350 0.7%
5	META PLATFORMS INC CL A META	META	522,675	$263.5m3.30%	3.30%	Reduced -4.7k	-4,700 -0.9%
6	ELI LILLY & CO COM LLY	LLY	251,747	$227.9m2.86%	2.86%	Reduced -10.4k	-10,439 -4.0%
7	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	473,251	$210.5m2.64%	2.64%	Added +39.7k	+39,686 9.2%
8	FRESHPET INC COM FRPT	FRPT	1,554,701	$201.2m2.52%	2.52%	Reduced -10.1k	-10,147 -0.7%
9	CLOUDFLARE INC CL A COM NET	NET	2,331,304	$193.1m2.42%	2.42%	Reduced -30.8k	-30,787 -1.3%
10	DUOLINGO INC CL A COM DUOL	DUOL	782,842	$163.4m2.05%	2.05%	Reduced -19.4k	-19,358 -2.4%
11	NATERA INC COM NTRA	NTRA	1,383,970	$149.9m1.88%	1.88%	Added +353.5k	+353,496 34.3%
12	SHAKE SHACK INC CL A SHAK	SHAK	1,566,828	$141.0m1.77%	1.77%	Reduced -78.4k	-78,404 -4.8%
13	ARISTA NETWORKS INC COM COM		397,269	$139.2m1.74%	1.74%	Reduced -5.7k	-5,681 -1.4%
14	HUBSPOT INC COM HUBS	HUBS	234,201	$138.1m1.73%	1.73%	Reduced -2.5k	-2,513 -1.1%
15	APPFOLIO INC COM CL A APPF	APPF	559,996	$137.0m1.72%	1.72%	Reduced -9.4k	-9,436 -1.7%
16	MICROSOFT CORP COM MSFT	MSFT	254,645	$113.8m1.43%	1.43%	Reduced -8.8k	-8,847 -3.4%
17	QUANTA SVCS INC COM PWR	PWR	441,767	$112.2m1.41%	1.41%	Added +10.1k	+10,065 2.3%
18	MONGODB INC CL A MDB	MDB	443,032	$110.7m1.39%	1.39%	Reduced -34.8k	-34,805 -7.3%
19	DICKS SPORTING GOODS INC COM DKS	DKS	485,611	$104.3m1.31%	1.31%	Reduced -14.9k	-14,929 -3.0%
20	ALNYLAM PHARMACEUTICALS INC COM ALNY	ALNY	398,616	$96.9m1.21%	1.21%	Reduced -6.6k	-6,557 -1.6%
21	MERCADOLIBRE INC COM MELI	MELI	58,399	$96.0m1.20%	1.20%	Added +2.4k	+2,380 4.2%
22	POOL CORP COM POOL	POOL	308,997	$95.0m1.19%	1.19%	Reduced -1.8k	-1,805 -0.6%
23	ALPHABET INC CAP STK CL A GOOGL	GOOGL	517,808	$94.3m1.18%	1.18%	Reduced -2.8k	-2,841 -0.6%
24	ADOBE INC COM ADBE	ADBE	166,848	$92.7m1.16%	1.16%	Reduced -10.6k	-10,570 -6.0%
25	TOAST INC CL A TOST	TOST	3,443,558	$88.7m1.11%	1.11%	Added +732.4k	+732,394 27.0%
26	PROCORE TECHNOLOGIES INC COM PCOR	PCOR	1,334,482	$88.5m1.11%	1.11%	Reduced -55.9k	-55,905 -4.0%
27	BOSTON SCIENTIFIC CORP COM BSX	BSX	1,128,740	$86.9m1.09%	1.09%	New
28	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	1,313,304	$86.7m1.09%	1.09%	Added +488	+488 0.0%
29	KNIFE RIVER CORP COMMON STOCK KNF	KNF	1,188,149	$83.3m1.04%	1.04%	Reduced -17.4k	-17,418 -1.4%
30	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	205,246	$78.6m0.99%	0.99%	Reduced -10.2k	-10,218 -4.7%
31	AIRBNB INC COM CL A ABNB	ABNB	510,316	$77.4m0.97%	0.97%	Added +60.8k	+60,769 13.5%
32	GLAUKOS CORP COM GKOS	GKOS	633,938	$75.0m0.94%	0.94%	Added +230.6k	+230,630 57.2%
33	OSCAR HEALTH INC CL A OSCR	OSCR	4,734,738	$74.9m0.94%	0.94%	Added +513.2k	+513,222 12.2%
34	ALPHABET INC CAP STK CL C GOOG	GOOG	406,725	$74.6m0.93%	0.93%	Reduced -18.0k	-18,015 -4.2%
35	FLOOR & DECOR HLDGS INC CL A FND	FND	736,871	$73.3m0.92%	0.92%	Added +4.5k	+4,467 0.6%
36	NEW YORK TIMES CO CL A NYT	NYT	1,391,035	$71.2m0.89%	0.89%	Reduced -77.0k	-76,951 -5.2%
37	LPL FINL HLDGS INC COM LPLA	LPLA	233,727	$65.3m0.82%	0.82%	Reduced -599	-599 -0.3%
38	BBB FOODS INC CL A COM TBBB	TBBB	2,661,371	$63.5m0.80%	0.80%	Added +1.7m	+1,702,816 177.6%
39	BOOT BARN HLDGS INC COM BOOT	BOOT	483,419	$62.3m0.78%	0.78%	Reduced -2.2k	-2,176 -0.5%
40	TKO GROUP HOLDINGS INC CL A TKO	TKO	571,330	$61.7m0.77%	0.77%	Reduced -3.2k	-3,214 -0.6%
41	ROBLOX CORP CL A RBLX	RBLX	1,614,428	$60.1m0.75%	0.75%	Reduced -207.5k	-207,502 -11.4%
42	EPAM SYS INC COM EPAM	EPAM	309,139	$58.2m0.73%	0.73%	Added +54.8k	+54,830 21.6%
43	SPROUTS FMRS MKT INC COM SFM	SFM	666,186	$55.7m0.70%	0.70%	Reduced -52.4k	-52,354 -7.3%
44	FIRST WATCH RESTAURANT GROUP COM FWRG	FWRG	3,067,959	$53.9m0.67%	0.67%	Reduced -506.1k	-506,055 -14.2%
45	EMBRAER S.A. SPONSORED ADS EMBJ	EMBJ	2,077,837	$53.6m0.67%	0.67%	New
46	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	168,078	$52.7m0.66%	0.66%	Added +17.3k	+17,269 11.4%
47	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	319,921	$52.3m0.66%	0.66%	Added +54.5k	+54,485 20.5%
48	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,050,238	$51.9m0.65%	0.65%	Added +10.7k	+10,660 0.5%
49	DEXCOM INC COM DXCM	DXCM	439,386	$49.8m0.62%	0.62%	Reduced -32.1k	-32,113 -6.8%
50	TANDEM DIABETES CARE INC COM NEW TNDM	TNDM	1,028,633	$41.4m0.52%	0.52%	Added +131.2k	+131,245 14.6%
51	CHART INDS INC COM GTLS	GTLS	261,988	$37.8m0.47%	0.47%	Reduced -62.5k	-62,538 -19.3%
52	MICRON TECHNOLOGY INC COM MU	MU	287,251	$37.8m0.47%	0.47%	Added +29.5k	+29,529 11.5%
53	DATADOG INC CL A COM DDOG	DDOG	288,457	$37.4m0.47%	0.47%	Added +141.4k	+141,417 96.2%
54	SILVERCREST METALS INC COM SIL	SIL	4,569,660	$37.2m0.47%	0.47%	Reduced -1.1m	-1,067,803 -18.9%
55	MONDAY COM LTD SHS MNDY	MNDY	154,572	$37.2m0.47%	0.47%	Reduced -32.0k	-31,965 -17.1%
56	RXSIGHT INC COM RXST	RXST	605,462	$36.4m0.46%	0.46%	Added +146.9k	+146,937 32.0%
57	RIVIAN AUTOMOTIVE INC COM CL A RIVN	RIVN	2,671,318	$35.8m0.45%	0.45%	New
58	ONEWATER MARINE INC CL A COM ONEW	ONEW	1,292,427	$35.6m0.45%	0.45%	Added +63.2k	+63,220 5.1%
59	BLOCK INC CL A XYZ	XYZ	548,415	$35.4m0.44%	0.44%	Reduced -2.5k	-2,468 -0.5%
60	MARQETA INC CLASS A COM CLASS A COM		6,348,060	$34.8m0.44%	0.44%	Reduced -269.4k	-269,377 -4.1%
61	OPTION CARE HEALTH INC COM NEW OPCH	OPCH	1,242,978	$34.4m0.43%	0.43%	Reduced -24.4k	-24,418 -1.9%
62	WARBY PARKER INC CL A COM WRBY	WRBY	2,140,452	$34.4m0.43%	0.43%	Added +1.5m	+1,473,714 221.0%
63	SERVICENOW INC COM NOW	NOW	42,818	$33.7m0.42%	0.42%	Reduced -674	-674 -1.6%
64	ARCUTIS BIOTHERAPEUTICS INC COM ARQT	ARQT	3,616,532	$33.6m0.42%	0.42%	Reduced -618.4k	-618,419 -14.6%
65	INSPIRE MED SYS INC COM INSP	INSP	240,661	$32.2m0.40%	0.40%	Reduced -10.1k	-10,062 -4.0%
66	E L F BEAUTY INC COM ELF	ELF	152,560	$32.1m0.40%	0.40%	Reduced -4.7k	-4,657 -3.0%
67	SWEETGREEN INC COM CL A SG	SG	1,018,113	$30.7m0.38%	0.38%	Added +242.6k	+242,634 31.3%
68	LOAR HOLDINGS INC COM SHS LOAR	LOAR	551,813	$29.5m0.37%	0.37%	New
69	CBOE GLOBAL MKTS INC COM CBOE	CBOE	173,120	$29.4m0.37%	0.37%	Added +66.8k	+66,840 62.9%
70	MARTIN MARIETTA MATLS INC COM MLM	MLM	54,328	$29.4m0.37%	0.37%	Reduced -3.2k	-3,154 -5.5%
71	SIRIUSPOINT LTD COM SPNT	SPNT	2,384,328	$29.1m0.36%	0.36%	Reduced -17.1k	-17,105 -0.7%
72	LANTHEUS HLDGS INC COM LNTH	LNTH	357,796	$28.7m0.36%	0.36%	Reduced -2.3k	-2,332 -0.7%
73	CALIX INC COM CALX	CALX	807,226	$28.6m0.36%	0.36%	Added +145.1k	+145,080 21.9%
74	INTEL CORP COM INTC	INTC	911,276	$28.2m0.35%	0.35%	Reduced -1.7m	-1,657,975 -64.5%
75	RUBRIK INC. CL A RBRK	RBRK	867,930	$26.6m0.33%	0.33%	New
76	GLOBANT S A COM GLOB	GLOB	145,807	$26.0m0.33%	0.33%	Reduced -13.1k	-13,091 -8.2%
77	ZOOM COMMUNICATIONS INC CL A ZM	ZM	432,606	$25.6m0.32%	0.32%	Reduced -5.9k	-5,946 -1.4%
78	CORE & MAIN INC CL A CNM	CNM	500,395	$24.5m0.31%	0.31%	Reduced -9.2k	-9,177 -1.8%
79	GAP INC COM GAP	GAP	965,677	$23.1m0.29%	0.29%	New
80	TEXAS ROADHOUSE INC COM TXRH	TXRH	133,825	$23.0m0.29%	0.29%	Added +77.3k	+77,255 136.6%
81	ICICI BANK LIMITED ADR IBN	IBN	794,790	$22.9m0.29%	0.29%	Reduced -26.6k	-26,552 -3.2%
82	MAGNOLIA OIL & GAS CORP CL A MGY	MGY	891,741	$22.6m0.28%	0.28%	Reduced -56.4k	-56,372 -6.0%
83	WILLSCOT HLDGS CORP COM CL A WSC	WSC	593,618	$22.3m0.28%	0.28%	Reduced -14.2k	-14,166 -2.3%
84	BIONTECH SE SPONSORED ADS BNTX	BNTX	277,298	$22.3m0.28%	0.28%	Added +2.5k	+2,550 0.9%
85	BELLRING BRANDS INC COMMON STOCK BRBR	BRBR	386,297	$22.1m0.28%	0.28%	Added +67.9k	+67,898 21.3%
86	CHUBB LIMITED COM CB	CB	83,708	$21.4m0.27%	0.27%	Reduced -1.6k	-1,637 -1.9%
87	LGI HOMES INC COM LGIH	LGIH	236,011	$21.1m0.26%	0.26%	Reduced -4.9k	-4,912 -2.0%
88	VITA COCO CO INC COM COCO	COCO	756,187	$21.1m0.26%	0.26%	Reduced -101.7k	-101,688 -11.8%
89	SITEONE LANDSCAPE SUPPLY INC COM SITE	SITE	167,915	$20.4m0.26%	0.26%	Reduced -4.9k	-4,931 -2.9%
90	SMITH DOUGLAS HOMES CORP COM SHS CL A SDHC	SDHC	830,430	$19.4m0.24%	0.24%	Reduced -8.2k	-8,219 -1.0%
91	INTL GNRL INSURANCE HLDNGS L SHS IGIC	IGIC	1,337,281	$18.7m0.23%	0.23%	Reduced -85.7k	-85,749 -6.0%
92	MADISON SQUARE GRDN SPRT COR CL A MSGS	MSGS	98,337	$18.5m0.23%	0.23%	Reduced -2.8k	-2,762 -2.7%
93	ASANA INC CL A ASAN	ASAN	1,321,212	$18.5m0.23%	0.23%	Reduced -138.4k	-138,401 -9.5%
94	TRANSDIGM GROUP INC COM TDG	TDG	14,382	$18.4m0.23%	0.23%	Reduced -535	-535 -3.6%
95	MASTERCARD INCORPORATED CL A MA	MA	37,879	$16.7m0.21%	0.21%	Reduced -3.0k	-2,978 -7.3%
96	ROKU INC COM CL A ROKU	ROKU	276,874	$16.6m0.21%	0.21%	Reduced -2.1k	-2,140 -0.8%
97	HDFC BANK LTD SPONSORED ADS HDB	HDB	257,829	$16.6m0.21%	0.21%	Added +24.5k	+24,504 10.5%
98	PHATHOM PHARMACEUTICALS INC COM PHAT	PHAT	1,472,259	$15.2m0.19%	0.19%	Added +454.6k	+454,642 44.7%
99	COURSERA INC COM COUR	COUR	2,065,487	$14.8m0.19%	0.19%	Added +2.0k	+2,009 0.1%
100	AMERICAN TOWER CORP NEW COM AMT	AMT	73,821	$14.3m0.18%	0.18%	Reduced -229	-229 -0.3%

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
SHOCKWAVE MED INC SWAV	SWAV	523,913	$170.6m523.9k shares
DENALI THERAPEUTICS INC DNLI	DNLI	1,172,785	$24.1m1.2m shares
PALO ALTO NETWORKS INC PANW	PANW	65,631	$18.6m65.6k shares
LULULEMON ATHLETICA INC LULU	LULU	36,600	$14.3m36.6k shares
CONTROLADORA VUELA COMP DE A VLRS	VLRS	1,730,271	$12.8m1.7m shares
CAE INC CAE	CAE	594,254	$12.3m594.3k shares
ACCOLADE INC ACCD	ACCD	920,708	$9.6m920.7k shares
SPROUT SOCIAL INC SPT	SPT	159,410	$9.5m159.4k shares
STARBUCKS CORP SBUX	SBUX	99,887	$9.1m99.9k shares
FRESHWORKS INC FRSH	FRSH	282,621	$5.1m282.6k shares
HERC HLDGS INC HRI	HRI	26,150	$4.4m26.1k shares
UNITED RENTALS INC URI	URI	5,897	$4.3m5.9k shares
CONFLUENT INC CFLT	CFLT	137,100	$4.2m137.1k shares
ADAPTIVE BIOTECHNOLOGIES COR ADPT	ADPT	1,245,111	$4.0m1.2m shares
HASHICORP INC HCP	HCP	100,923	$2.7m100.9k shares
TRACTOR SUPPLY CO TSCO	TSCO	8,745	$2.3m8.7k shares
MEDTRONIC PLC MDT	MDT	22,487	$2.0m22.5k shares
TECNOGLASS INC TGLS	TGLS	35,946	$1.9m35.9k shares
BIOHAVEN LTD BHVN	BHVN	20,673	$1.1m20.7k shares
COHERENT CORP COHR	COHR	15,656	$949.1k15.7k shares
INARI MED INC NARI	NARI	18,389	$882.3k18.4k shares
EVERI HLDGS INC EVRI	EVRI	84,429	$848.5k84.4k shares
SANA BIOTECHNOLOGY INC SANA	SANA	84,259	$842.6k84.3k shares
CG ONCOLOGY INC CGON	CGON	18,523	$813.2k18.5k shares
UNIVERSAL TECHNICAL INST INC UTI	UTI	48,839	$778.5k48.8k shares