GILDER GAGNON HOWE & CO LLC

New York, NY · CIK 902464 · 13F filing filed 2026-08-14

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)

$9.7bn reported value +16.2% vs Q1 2026

274positions

30.6%in top 10

50 new 56 added 165 reduced 28 sold out vs Q1 2026

Holdings, Q2 2026

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	2,402,442	$480.7m4.96%	4.96%	Reduced -130.0k	-129,976 -5.1%
2	CLOUDFLARE INC CL A COM NET	NET	1,668,352	$409.2m4.22%	4.22%	Reduced -109.8k	-109,816 -6.2%
3	AMAZON COM INC COM AMZN	AMZN	1,684,231	$401.4m4.14%	4.14%	Reduced -67.8k	-67,759 -3.9%
4	NETFLIX INC COM NFLX	NFLX	3,999,216	$285.5m2.95%	2.95%	Reduced -192.6k	-192,627 -4.6%
5	QUANTA SVCS INC COM PWR	PWR	378,096	$272.2m2.81%	2.81%	Added +4.4k	+4,398 1.2%
6	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	870,776	$240.5m2.48%	2.48%	Reduced -80.3k	-80,317 -8.4%
7	TESLA INC COM TSLA	TSLA	569,259	$239.4m2.47%	2.47%	Reduced -50.4k	-50,441 -8.1%
8	MICRON TECHNOLOGY INC COM MU	MU	201,645	$232.8m2.40%	2.40%	Reduced -184.0k	-183,960 -47.7%
9	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	1,835,426	$209.6m2.16%	2.16%	Reduced -319.3k	-319,317 -14.8%
10	META PLATFORMS INC CL A META	META	345,373	$194.5m2.01%	2.01%	Reduced -48.7k	-48,694 -12.4%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	538,605	$192.5m1.99%	1.99%	Added +59.8k	+59,813 12.5%
12	SITIME CORP COM SITM	SITM	240,532	$179.3m1.85%	1.85%	Reduced -85.5k	-85,536 -26.2%
13	ENPHASE ENERGY INC COM ENPH	ENPH	3,478,961	$171.3m1.77%	1.77%	Added +1.3m	+1,332,570 62.1%
14	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	461,461	$163.6m1.69%	1.69%	Added +53.2k	+53,204 13.0%
15	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	406,268	$161.6m1.67%	1.67%	Reduced -43.3k	-43,289 -9.6%
16	ALPHABET INC CAP STK CL C GOOG	GOOG	430,815	$152.2m1.57%	1.57%	Added +11.1k	+11,067 2.6%
17	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	1,459,898	$146.4m1.51%	1.51%	Added +12.7k	+12,663 0.9%
18	SHARKNINJA INC COM SHS SN	SN	935,238	$142.4m1.47%	1.47%	Reduced -21.9k	-21,869 -2.3%
19	NATERA INC COM NTRA	NTRA	498,064	$135.2m1.40%	1.40%	Reduced -257.2k	-257,211 -34.1%
20	EMBRAER S.A. SPONSORED ADS EMBJ	EMBJ	2,098,154	$133.9m1.38%	1.38%	Reduced -21.2k	-21,219 -1.0%
21	ARISTA NETWORKS INC COM SHS ANET	ANET	763,296	$129.7m1.34%	1.34%	Reduced -33.9k	-33,925 -4.3%
22	INTEL CORP COM INTC	INTC	873,727	$122.0m1.26%	1.26%	Added +352.6k	+352,605 67.7%
23	TOWER SEMICONDUCTOR LTD SHS NEW TSEM	TSEM	464,018	$120.9m1.25%	1.25%	Reduced -7.4k	-7,448 -1.6%
24	TOAST INC CL A TOST	TOST	3,957,072	$110.1m1.14%	1.14%	Reduced -112.1k	-112,090 -2.8%
25	TKO GROUP HOLDINGS INC CL A TKO	TKO	537,438	$108.2m1.12%	1.12%	Reduced -27.5k	-27,473 -4.9%
26	BBB FOODS INC CL A COM TBBB	TBBB	2,517,615	$104.9m1.08%	1.08%	Reduced -36.6k	-36,609 -1.4%
27	SPHERE ENTERTAINMENT CO CL A SPHR	SPHR	557,742	$96.5m1.00%	1.00%	Reduced -3.7k	-3,715 -0.7%
28	NEW YORK TIMES CO CL A NYT	NYT	1,339,426	$93.7m0.97%	0.97%	Reduced -17.1k	-17,051 -1.3%
29	ECHOSTAR CORP CL A ECHO	ECHO	912,981	$92.7m0.96%	0.96%	Reduced -261.0k	-260,996 -22.2%
30	MERCADOLIBRE INC COM MELI	MELI	53,237	$90.4m0.93%	0.93%	Reduced -2.3k	-2,315 -4.2%
31	AFFIRM HLDGS INC COM CL A AFRM	AFRM	1,108,083	$90.4m0.93%	0.93%	Added +150.1k	+150,078 15.7%
32	QXO INC COM NEW QXO	QXO	4,788,440	$82.7m0.85%	0.85%	Reduced -1.2m	-1,200,241 -20.0%
33	XOMETRY INC CLASS A COM XMTR	XMTR	857,146	$82.7m0.85%	0.85%	Reduced -64.0k	-64,035 -7.0%
34	ALNYLAM PHARMACEUTICALS INC COM ALNY	ALNY	269,051	$81.0m0.84%	0.84%	Reduced -11.0k	-11,041 -3.9%
35	ACM RESH INC COM CL A ACMR	ACMR	637,058	$80.8m0.83%	0.83%	Added +565.8k	+565,813 794.2%
36	MDA SPACE LTD COM MDA	MDA	1,679,194	$69.3m0.72%	0.72%	Reduced -253.0k	-252,967 -13.1%
37	SIRIUSPOINT LTD COM SPNT	SPNT	2,864,674	$68.8m0.71%	0.71%	Reduced -81.1k	-81,128 -2.8%
38	AIRBNB INC COM CL A ABNB	ABNB	479,688	$68.6m0.71%	0.71%	Added +55.0k	+55,009 12.9%
39	GAP INC COM GAP	GAP	3,660,756	$68.4m0.71%	0.71%	Reduced -11.3k	-11,292 -0.3%
40	ELBIT SYS LTD ORD ESLT	ESLT	87,647	$66.5m0.69%	0.69%	Reduced -24.0k	-24,037 -21.5%
41	DOORDASH INC CL A DASH	DASH	359,443	$66.3m0.68%	0.68%	Added +327.3k	+327,270 1017.2%
42	PORCH GROUP INC COM PRCH	PRCH	4,381,990	$65.9m0.68%	0.68%	Added +207.1k	+207,073 5.0%
43	FRANCO NEV CORP COM FNV	FNV	310,693	$64.8m0.67%	0.67%	Reduced -27.0k	-27,007 -8.0%
44	REDDIT INC CL A RDDT	RDDT	366,313	$63.6m0.66%	0.66%	Reduced -9.9k	-9,876 -2.6%
45	RIVIAN AUTOMOTIVE INC COM CL A RIVN	RIVN	3,590,083	$62.3m0.64%	0.64%	Added +42.5k	+42,502 1.2%
46	RTX CORPORATION COM RTX	RTX	312,470	$59.3m0.61%	0.61%	New
47	NLIGHT INC COM LASR	LASR	840,995	$58.6m0.60%	0.60%	Added +54.7k	+54,710 7.0%
48	DUOLINGO INC CL A COM DUOL	DUOL	502,344	$57.8m0.60%	0.60%	Reduced -6.2k	-6,206 -1.2%
49	BOOT BARN HLDGS INC COM BOOT	BOOT	344,422	$56.6m0.58%	0.58%	Reduced -3.4k	-3,365 -1.0%
50	LPL FINL HLDGS INC COM LPLA	LPLA	193,037	$54.4m0.56%	0.56%	Reduced -1.7k	-1,689 -0.9%
51	COREWEAVE INC COM CL A CRWV	CRWV	537,774	$53.5m0.55%	0.55%	Added +483.5k	+483,481 890.5%
52	AXON ENTERPRISE INC COM AXON	AXON	90,804	$50.9m0.53%	0.53%	New
53	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	343,014	$50.8m0.52%	0.52%	Reduced -112.4k	-112,361 -24.7%
54	POOL CORP COM POOL	POOL	235,717	$50.7m0.52%	0.52%	Reduced -46.2k	-46,233 -16.4%
55	HUBSPOT INC COM HUBS	HUBS	270,150	$49.3m0.51%	0.51%	Added +108.3k	+108,332 67.0%
56	VIA TRANSN INC COM CL A VIA	VIA	2,573,117	$46.7m0.48%	0.48%	Added +1.0m	+1,033,546 67.1%
57	FIGURE TECHNOLOGY SOLUTIO COM CL A FIGR	FIGR	1,504,431	$46.2m0.48%	0.48%	Reduced -426.2k	-426,220 -22.1%
58	LIVE OAK BANCSHARES INC COM LOB	LOB	1,123,910	$45.9m0.47%	0.47%	Reduced -69.2k	-69,204 -5.8%
59	ROBLOX CORP CL A RBLX	RBLX	841,776	$45.8m0.47%	0.47%	Reduced -838.8k	-838,782 -49.9%
60	TALEN ENERGY CORP COM TLN	TLN	118,335	$45.5m0.47%	0.47%	Reduced -1.8k	-1,846 -1.5%
61	UNIVERSAL TECHNICAL INST INC COM UTI	UTI	1,041,404	$44.5m0.46%	0.46%	Added +762.2k	+762,181 273.0%
62	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	95,875	$44.0m0.45%	0.45%	Reduced -21.6k	-21,607 -18.4%
63	ACCELERANT HOLDINGS CL A ARX	ARX	3,732,024	$43.7m0.45%	0.45%	Reduced -11.3k	-11,340 -0.3%
64	FTAI AVIATION LTD SHS FTAI	FTAI	161,244	$43.6m0.45%	0.45%	Reduced -10.3k	-10,269 -6.0%
65	GE AEROSPACE COM NEW GE	GE	113,237	$42.3m0.44%	0.44%	Reduced -3.4k	-3,383 -2.9%
66	NEKTAR THERAPEUTICS COM NEW NKTR	NKTR	600,873	$41.9m0.43%	0.43%	Added +329.1k	+329,115 121.1%
67	BRIDGEBIO PHARMA INC COM BBIO	BBIO	548,926	$40.9m0.42%	0.42%	Added +128.6k	+128,601 30.6%
68	APPFOLIO INC COM CL A APPF	APPF	250,264	$40.1m0.41%	0.41%	Reduced -15.1k	-15,066 -5.7%
69	MARTIN MARIETTA MATLS INC COM MLM	MLM	68,114	$39.3m0.41%	0.41%	Reduced -1.1k	-1,059 -1.5%
70	FRESHPET INC COM FRPT	FRPT	625,953	$37.0m0.38%	0.38%	Reduced -182.6k	-182,613 -22.6%
71	ON SEMICONDUCTOR CORP COM ON	ON	387,473	$36.6m0.38%	0.38%	New
72	GRUPO AEROMEXICO SAB DE CV SPONSORED ADS AERO	AERO	2,016,959	$36.3m0.37%	0.37%	Reduced -420.8k	-420,784 -17.3%
73	TAMBORAN RES CORP COM TBN	TBN	1,091,386	$35.5m0.37%	0.37%	Added +250.3k	+250,323 29.8%
74	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	202,295	$34.6m0.36%	0.36%	New
75	ARCUTIS BIOTHERAPEUTICS INC COM ARQT	ARQT	1,313,211	$34.4m0.36%	0.36%	Reduced -3.0m	-2,990,799 -69.5%
76	RAMBUS INC DEL COM RMBS	RMBS	257,434	$34.2m0.35%	0.35%	New
77	CYTOKINETICS INC COM NEW CYTK	CYTK	400,245	$34.1m0.35%	0.35%	Added +69.3k	+69,256 20.9%
78	ALIGNMENT HEALTHCARE INC COM ALHC	ALHC	1,399,482	$33.3m0.34%	0.34%	Reduced -434.2k	-434,209 -23.7%
79	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	402,996	$32.4m0.33%	0.33%	Reduced -5.0k	-5,027 -1.2%
80	INTL GNRL INSURANCE HLDNGS L SHS IGIC	IGIC	1,209,591	$31.7m0.33%	0.33%	Reduced -4.2k	-4,194 -0.3%
81	BLOOM ENERGY CORP COM CL A BE	BE	101,510	$30.7m0.32%	0.32%	Added +19.9k	+19,927 24.4%
82	TEXAS ROADHOUSE INC COM TXRH	TXRH	154,630	$29.9m0.31%	0.31%	Reduced -25.5k	-25,538 -14.2%
83	LOAR HOLDINGS INC COM SHS LOAR	LOAR	366,256	$29.5m0.30%	0.30%	Reduced -74.6k	-74,612 -16.9%
84	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	61,658	$29.4m0.30%	0.30%	Reduced -17.9k	-17,867 -22.5%
85	ESTABLISHMENT LABS HLDGS INC COM ESTA	ESTA	342,033	$29.3m0.30%	0.30%	Added +73.5k	+73,500 27.4%
86	SITEONE LANDSCAPE SUPPLY INC COM SITE	SITE	255,521	$29.2m0.30%	0.30%	Added +15.1k	+15,121 6.3%
87	OSCAR HEALTH INC CL A OSCR	OSCR	1,001,982	$28.6m0.29%	0.29%	Reduced -72.6k	-72,610 -6.8%
88	THREDUP INC CL A TDUP	TDUP	4,147,133	$28.4m0.29%	0.29%	Added +1.8m	+1,772,009 74.6%
89	APPLE INC COM AAPL	AAPL	97,955	$28.3m0.29%	0.29%	Added +18.9k	+18,915 23.9%
90	WAYFAIR INC CL A W	W	299,898	$27.7m0.29%	0.29%	New
91	MICROSOFT CORP COM MSFT	MSFT	73,222	$27.3m0.28%	0.28%	Reduced -4.6k	-4,565 -5.9%
92	CITIGROUP INC COM NEW C	C	191,573	$26.8m0.28%	0.28%	Reduced -2.2k	-2,163 -1.1%
93	SERVICETITAN INC SHS CL A TTAN	TTAN	377,904	$26.7m0.28%	0.28%	Reduced -216.8k	-216,761 -36.5%
94	KYMERA THERAPEUTICS INC COM KYMR	KYMR	229,053	$26.3m0.27%	0.27%	Reduced -6.4k	-6,380 -2.7%
95	TRANSDIGM GROUP INC COM TDG	TDG	18,452	$24.6m0.25%	0.25%	Reduced -3.0k	-3,029 -14.1%
96	UNIQURE NV SHS QURE	QURE	530,979	$24.5m0.25%	0.25%	New
97	PATTERN GROUP INC COM SER A PTRN	PTRN	928,703	$23.4m0.24%	0.24%	New
98	LEGENCE CORP CL A LGN	LGN	258,691	$22.0m0.23%	0.23%	Added +59.6k	+59,589 29.9%
99	CALIX INC COM CALX	CALX	580,323	$21.7m0.22%	0.22%	Reduced -198.8k	-198,769 -25.5%
100	GLAUKOS CORP COM GKOS	GKOS	152,448	$21.3m0.22%	0.22%	Reduced -449	-449 -0.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SHAKE SHACK INC SHAK	SHAK	1,155,577	$102.2m1.2m shares
CBOE GLOBAL MKTS INC CBOE	CBOE	202,940	$57.0m202.9k shares
SPROUTS FMRS MKT INC SFM	SFM	407,258	$31.4m407.3k shares
ROKU INC ROKU	ROKU	272,337	$25.8m272.3k shares
BLACK ROCK COFFEE BAR INC BRCB	BRCB	602,893	$7.8m602.9k shares
CME GROUP INC CME	CME	23,148	$6.8m23.1k shares
MCDONALDS CORP MCD	MCD	21,757	$6.8m21.8k shares
WASTE CONNECTIONS INC WCN	WCN	33,852	$5.5m33.9k shares
ISHARES INC EWY	EWY	33,383	$4.1m33.4k shares
CIENA CORP CIEN	CIEN	10,558	$4.1m10.6k shares
ICICI BANK LIMITED IBN	IBN	138,435	$3.6m138.4k shares
RADNET INC RDNT	RDNT	49,492	$2.8m49.5k shares
NATIONAL VISION HLDGS INC EYE	EYE	106,255	$2.8m106.3k shares
NEPTUNE INS HLDGS INC NP	NP	100,491	$2.4m100.5k shares
HDFC BANK LTD HDB	HDB	93,206	$2.3m93.2k shares
KARMAN HLDGS INC KRMN	KRMN	28,537	$2.3m28.5k shares
TRANSOCEAN LTD RIG	RIG	319,345	$2.1m319.3k shares
COGENT BIOSCIENCES INC COGT	COGT	52,163	$2.0m52.2k shares
HUNTINGTON INGALLS INDS INC HII	HII	4,798	$1.8m4.8k shares
ZILLOW GROUP INC Z	Z	29,803	$1.2m29.8k shares
ERASCA INC ERAS	ERAS	56,597	$915.7k56.6k shares
BOSTON SCIENTIFIC CORP BSX	BSX	12,933	$811.5k12.9k shares
MAZE THERAPEUTICS INC MAZE	MAZE	17,487	$522.0k17.5k shares
BIRKENSTOCK HOLDING PLC BIRK	BIRK	10,907	$390.8k10.9k shares
EQT CORP EQT	EQT	4,490	$285.7k4.5k shares