Gilder Gagnon Howe & Co LLC Top Holdings and 13F Report (2025) About Gilder Gagnon Howe & Co LLCInvestment ActivityGilder Gagnon Howe & Co LLC has $9.42 billion in total holdings as of June 30, 2025.Gilder Gagnon Howe & Co LLC owns shares of 238 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 8.53% of the portfolio was purchased this quarter.About 8.16% of the portfolio was sold this quarter.This quarter, Gilder Gagnon Howe & Co LLC has purchased 233 new stocks and bought additional shares in 65 stocks.Gilder Gagnon Howe & Co LLC sold shares of 137 stocks and completely divested from 29 stocks this quarter.Largest Holdings Netflix $630,703,438NVIDIA $436,637,203Amazon.com $409,328,425Cloudflare $383,015,835Meta Platforms $325,377,133 Largest New Holdings this Quarter 82846H405 - QXO INC $112,589,429 HoldingN97284108 - Yandex $49,337,374 Holding172573107 - CIRCLE INTERNET GROUP INC $37,364,775 Holding538034109 - Live Nation Entertainment $12,884,971 Holding980745103 - Woodward $11,777,555 Holding Largest Purchases this Quarter QXO INC 5,226,993 shares (about $112.59M)Shopify 869,287 shares (about $100.27M)Franco-Nevada 320,656 shares (about $52.56M)Yandex 891,693 shares (about $49.34M)SERVICETITAN INC 457,097 shares (about $48.99M) Largest Sales this Quarter Salesforce 230,124 shares (about $62.75M)MongoDB 291,928 shares (about $61.30M)DICK'S Sporting Goods 306,281 shares (about $60.59M)Oscar Health 1,372,074 shares (about $29.42M)Knife River 311,164 shares (about $25.40M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGilder Gagnon Howe & Co LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNFLXNetflix$630,703,438$3,256,764 ▼-0.5%470,9806.7%Consumer DiscretionaryNVDANVIDIA$436,637,203$5,832,358 ▼-1.3%2,763,7024.6%Computer and TechnologyAMZNAmazon.com$409,328,425$7,782,641 ▼-1.9%1,865,7574.3%Retail/WholesaleNETCloudflare$383,015,835$5,055,155 ▼-1.3%1,955,8594.1%Computer and TechnologyMETAMeta Platforms$325,377,133$7,001,516 ▼-2.1%440,8373.5%Computer and TechnologySHOPShopify$275,772,857$100,272,241 ▲57.1%2,390,7492.9%Computer and TechnologyISRGIntuitive Surgical$267,616,291$1,461,772 ▲0.5%492,4762.8%MedicalDUOLINGO INC$243,025,819$7,338,948 ▼-2.9%592,7172.6%CL A COMTSLATesla$241,567,252$15,195,256 ▼-5.9%760,4592.6%Auto/Tires/TrucksSHAKShake Shack$199,552,826$4,352,412 ▼-2.1%1,419,2952.1%Retail/WholesaleTOSTToast$193,839,924$7,478,366 ▼-3.7%4,376,6072.1%Computer and TechnologyRBLXRoblox$182,641,928$1,027,909 ▼-0.6%1,736,1401.9%Consumer DiscretionaryNTRANatera$175,256,727$21,795,633 ▼-11.1%1,037,3901.9%MedicalPWRQuanta Services$151,330,112$6,169,502 ▼-3.9%400,2601.6%ConstructionMELIMercadoLibre$147,709,974$5,948,649 ▼-3.9%56,5151.6%Retail/WholesaleERJEmbraer-Empresa Brasileira de Aeronautica$146,803,443$2,832,923 ▼-1.9%2,579,5721.6%AerospaceTKO GROUP HOLDINGS INC$131,477,434$1,170,848 ▼-0.9%722,6021.4%CL AAPPFAppFolio$120,973,971$1,673,215 ▼-1.4%525,3341.3%Computer and TechnologyBSXBoston Scientific$120,863,425$2,028,545 ▼-1.7%1,125,2531.3%MedicalQXO INC$112,589,429$112,589,429 ▲New Holding5,226,9931.2%COM NEWSPOTSpotify Technology$111,279,647$5,375,984 ▲5.1%145,0201.2%Computer and TechnologyALNYAlnylam Pharmaceuticals$109,921,115$2,767,528 ▼-2.5%337,0881.2%MedicalOSCROscar Health$105,264,881$29,417,264 ▼-21.8%4,909,7431.1%FinanceLPLALPL Financial$101,439,509$904,053 ▼-0.9%270,5271.1%FinanceHUBSHubSpot$97,914,463$10,167,950 ▼-9.4%175,9061.0%Computer and TechnologyAFRMAffirm$92,336,193$6,001,974 ▲7.0%1,335,4961.0%Computer and TechnologyNYTNew York Times$90,416,293$771,124 ▼-0.8%1,615,1541.0%Consumer StaplesARISTA NETWORKS INC$90,371,344$3,045,769 ▼-3.3%883,3091.0%COM SHSFRPTFreshpet$89,682,649$5,843,200 ▼-6.1%1,319,6391.0%Consumer StaplesSNSharkNinja$89,156,432$39,501,266 ▲79.6%900,6610.9%Retail/WholesaleSFMSprouts Farmers Market$89,049,379$4,441,660 ▼-4.8%540,8730.9%Retail/WholesaleGOOGLAlphabet$88,611,616$510,186 ▼-0.6%502,8180.9%Computer and TechnologyMSFTMicrosoft$87,944,641$1,878,222 ▲2.2%176,8050.9%Computer and TechnologySITMSiTime$83,971,632$6,142,031 ▲7.9%394,0850.9%Computer and TechnologyGPSGAP$82,445,878$12,556,911 ▼-13.2%3,780,1870.9%Consumer CyclicalPOOLPool$82,007,607$1,018,140 ▼-1.2%281,3490.9%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$78,999,076$15,578,513 ▼-16.5%579,5120.8%CL ABBB FOODS INC$78,807,003$130,444 ▲0.2%2,838,8690.8%CL A COMROKURoku$76,478,473$2,881,475 ▲3.9%870,1610.8%Consumer DiscretionaryPCORProcore Technologies$74,987,978$1,179,834 ▼-1.5%1,095,9950.8%Computer and TechnologyGKOSGlaukos$72,368,519$14,036,601 ▼-16.2%700,6340.8%MedicalGOOGAlphabet$72,185,845$2,521,599 ▲3.6%406,9330.8%Computer and TechnologyBNTXBioNTech$71,083,098$1,953,831 ▲2.8%667,6350.8%MedicalBOOTBoot Barn$69,350,912$1,012,776 ▼-1.4%456,2560.7%Retail/WholesaleSPNTSiriusPoint$69,100,364$1,914,152 ▼-2.7%3,388,9340.7%FinanceSERVICETITAN INC$66,120,199$48,991,656 ▲286.0%616,9080.7%SHS CL AMUMicron Technology$63,723,208$7,542,037 ▼-10.6%517,0240.7%Computer and TechnologyABNBAirbnb$60,094,138$7,899,639 ▲15.1%454,0890.6%Consumer DiscretionaryKNFKnife River$58,330,515$25,403,411 ▼-30.3%714,4850.6%ConstructionARQTArcutis Biotherapeutics$58,263,797$837,162 ▲1.5%4,155,7630.6%MedicalFNVFranco-Nevada$57,410,685$52,561,931 ▲1,084.0%350,2360.6%Basic MaterialsARM HOLDINGS PLC$56,138,172$107,234 ▲0.2%347,0890.6%SPONSORED ADSCBOECboe Global Markets$52,902,909$5,840,502 ▼-9.9%226,8470.6%Financial ServicesESLTElbit Systems$50,280,621$781,231 ▲1.6%111,8590.5%AerospaceRIVNRivian Automotive$50,051,467$398,776 ▼-0.8%3,642,7560.5%Auto/Tires/TrucksYNDXYandex$49,337,374$49,337,374 ▲New Holding891,6930.5%Computer and TechnologyCALXCalix$48,599,597$6,235,942 ▲14.7%913,6980.5%Computer and TechnologyTALEN ENERGY CORP$47,510,364$2,790,520 ▼-5.5%163,3950.5%COMCRWDCrowdStrike$44,865,118$1,372,590 ▲3.2%88,0900.5%Computer and TechnologyMLMMartin Marietta Materials$43,683,272$2,125,562 ▲5.1%79,5750.5%ConstructionFNDFloor & Decor$43,207,795$5,965,443 ▼-12.1%568,8230.5%Retail/WholesaleLOAR HOLDINGS INC$40,839,409$1,012,584 ▼-2.4%473,9400.4%COM SHSRACEFerrari$38,595,720$3,523,023 ▲10.0%78,6480.4%Auto/Tires/TrucksCIRCLE INTERNET GROUP INC$37,364,775$37,364,775 ▲New Holding206,1050.4%COM CL AWRBYWarby Parker$36,996,546$183,510 ▲0.5%1,687,0290.4%Consumer StaplesBLOCK INC$36,731,347$267,101 ▼-0.7%540,7240.4%CL AIBNICICI Bank$35,501,987$1,428,994 ▲4.2%1,055,3500.4%FinanceFWRGFirst Watch Restaurant Group$35,129,076$611,926 ▼-1.7%2,190,0920.4%Retail/WholesaleVRNAVerona Pharma PLC American Depositary Share$34,546,102$28,898,636 ▲511.7%365,2580.4%MedicalGEGE Aerospace$31,580,981$11,921,533 ▲60.6%122,6970.3%AerospaceHOODRobinhood Markets$30,533,867$13,701,627 ▲81.4%326,1120.3%FinanceGTLSChart Industries$30,183,803$16,154,800 ▼-34.9%183,3210.3%IndustrialsIGICInternational General Insurance$29,857,701$174,457 ▼-0.6%1,243,0350.3%FinanceDKSDICK'S Sporting Goods$29,780,096$60,585,441 ▼-67.0%150,5490.3%Retail/WholesaleSITESiteOne Landscape Supply$29,430,640$3,175,644 ▲12.1%243,3490.3%IndustrialsXMTRXometry$29,052,912$20,722,799 ▲248.8%859,8080.3%IndustrialsPRCHPorch Group$28,998,955$8,481,867 ▲41.3%2,459,6230.3%Computer and TechnologyTWLOTwilio$28,787,848$6,271,599 ▲27.9%231,4880.3%Computer and TechnologyHDBHDFC Bank$27,375,944$3,475,528 ▲14.5%357,0620.3%FinanceOPCHOption Care Health$26,912,376$1,664,373 ▼-5.8%828,5830.3%MedicalTEMPUS AI INC$26,247,167$24,826,540 ▲1,747.6%413,0810.3%CL ATXRHTexas Roadhouse$25,796,424$633,446 ▼-2.4%137,6470.3%Retail/WholesaleCOCOVita Coco$23,140,353$359,700 ▼-1.5%641,0070.2%Consumer StaplesMDBMongoDB$22,488,669$61,301,961 ▼-73.2%107,0940.2%Computer and TechnologyCBChubb$21,675,402$396,627 ▼-1.8%74,8150.2%FinanceFTAI AVIATION LTD$20,139,823$4,967,772 ▼-19.8%175,0680.2%SHSBBIOBridgeBio Pharma$20,096,015$14,817,562 ▲280.7%465,4010.2%MedicalSNOWSnowflake$20,018,912$12,870,355 ▲180.0%89,4620.2%Computer and TechnologyCSGPCoStar Group$19,732,733$26,371 ▼-0.1%245,4320.2%Computer and TechnologyMAMastercard$19,724,142$986,207 ▼-4.8%35,1000.2%Business ServicesTDGTransdigm Group$19,515,590$174,871 ▼-0.9%12,8340.2%AerospaceWRBW.R. Berkley$17,876,427$100,066 ▼-0.6%243,3160.2%FinanceSGSweetgreen$17,675,000$1,725,262 ▲10.8%1,187,8360.2%Retail/WholesaleRUBRIK INC.$17,392,734$7,197,750 ▲70.6%194,1370.2%CL AMGYMagnolia Oil & Gas$16,710,673$1,216,798 ▼-6.8%743,3570.2%EnergyUTIUniversal Technical Institute$16,148,009$13,287,557 ▲464.5%476,4830.2%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$14,379,171$13,144,121 ▲1,064.3%63,4870.2%Computer and TechnologyKYMRKymera Therapeutics$14,358,433$464,286 ▲3.3%329,0200.2%MedicalLYVLive Nation Entertainment$12,884,971$12,884,971 ▲New Holding85,1730.1%Consumer DiscretionaryAMTAmerican Tower$12,755,506$38,015 ▼-0.3%57,7120.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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