Gilder Gagnon Howe & Co LLC Top Holdings and 13F Report (2025)

About Gilder Gagnon Howe & Co LLC

Investment Activity

Gilder Gagnon Howe & Co LLC has $9.27 billion in total holdings as of December 31, 2024.
Gilder Gagnon Howe & Co LLC owns shares of 254 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 7.21% of the portfolio was purchased this quarter.
About 6.88% of the portfolio was sold this quarter.
This quarter, Gilder Gagnon Howe & Co LLC has purchased 250 new stocks and bought additional shares in 73 stocks.
Gilder Gagnon Howe & Co LLC sold shares of 149 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

Tesla: $557,431,118
Netflix: $447,829,645
Amazon.com: $440,342,054
NVIDIA: $437,794,870
Meta Platforms: $291,994,226

Largest New Holdings this Quarter

040413205 - ARISTA NETWORKS INC: $130,649,997 Holding
G76279101 - Roivant Sciences: $13,758,124 Holding
81764X103 - SERVICETITAN INC: $12,332,158 Holding
H5919C104 - ON: $11,483,133 Holding
24661P807 - Delcath Systems: $7,371,309 Holding

Largest Purchases this Quarter

ARISTA NETWORKS INC: 1,182,032 shares (about $130.65M)
GAP: 3,223,005 shares (about $76.16M)
Affirm: 727,298 shares (about $44.29M)
Roku: 589,610 shares (about $43.83M)
Oscar Health: 2,151,256 shares (about $28.91M)

Largest Sales this Quarter

Eli Lilly and Company: 44,044 shares (about $34.00M)
Lantheus: 377,423 shares (about $33.76M)
DUOLINGO INC: 64,116 shares (about $20.79M)
NVIDIA: 146,871 shares (about $19.72M)
SilverCrest Metals: 2,095,500 shares (about $19.07M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TSLA Tesla	$557,431,118	$13,111,470 ▼	-2.3%	1,380,327	6.0%	Auto/Tires/Trucks
NFLX Netflix	$447,829,645	$12,316,264 ▼	-2.7%	502,434	4.8%	Consumer Discretionary
AMZN Amazon.com	$440,342,054	$16,796,718 ▼	-3.7%	2,007,120	4.7%	Retail/Wholesale
NVDA NVIDIA	$437,794,870	$19,723,304 ▼	-4.3%	3,260,071	4.7%	Computer and Technology
META Meta Platforms	$291,994,226	$5,060,560 ▼	-1.7%	498,701	3.1%	Computer and Technology
ISRG Intuitive Surgical	$247,328,569	$1,468,795 ▼	-0.6%	473,846	2.7%	Medical
NET Cloudflare	$241,127,052	$5,147,750 ▼	-2.1%	2,239,293	2.6%	Computer and Technology
FRPT Freshpet	$225,516,988	$127,671 ▲	0.1%	1,522,632	2.4%	Consumer Staples
DUOLINGO INC	$221,179,327	$20,788,330 ▼	-8.6%	682,168	2.4%	CL A COM
NTRA Natera	$203,689,099	$16,422,521 ▼	-7.5%	1,286,728	2.2%	Medical
SHAK Shake Shack	$190,192,362	$4,107,392 ▼	-2.1%	1,465,272	2.1%	Retail/Wholesale
SHOP Shopify	$159,886,364	$9,047,511 ▼	-5.4%	1,503,681	1.7%	Computer and Technology
HUBS HubSpot	$157,014,912	$3,928,386 ▼	-2.4%	225,347	1.7%	Computer and Technology
PWR Quanta Services	$152,491,913	$2,878,899 ▼	-1.9%	482,493	1.6%	Construction
TOST Toast	$147,232,594	$16,253,638 ▲	12.4%	4,039,303	1.6%	Computer and Technology
APPF AppFolio	$141,350,144	$6,307,646 ▲	4.7%	572,917	1.5%	Computer and Technology
LLY Eli Lilly and Company	$133,492,693	$34,001,967 ▼	-20.3%	172,918	1.4%	Medical
ARISTA NETWORKS INC	$130,649,997	$130,649,997 ▲	New Holding	1,182,032	1.4%	COM SHS
GKOS Glaukos	$123,741,931	$24,991,559 ▲	25.3%	825,276	1.3%	Medical
KNF Knife River	$112,823,144	$2,422,996 ▼	-2.1%	1,110,027	1.2%	Construction
BSX Boston Scientific	$108,648,580	$1,294,604 ▼	-1.2%	1,216,397	1.2%	Medical
GPS GAP	$105,971,169	$76,159,608 ▲	255.5%	4,484,603	1.1%	Consumer Cyclical
DKS DICK'S Sporting Goods	$105,835,752	$3,344,725 ▼	-3.1%	462,488	1.1%	Retail/Wholesale
MELI MercadoLibre	$101,219,130	$9,641,537 ▲	10.5%	59,525	1.1%	Retail/Wholesale
MSFT Microsoft	$100,938,768	$9,177,746 ▼	-8.3%	239,475	1.1%	Computer and Technology
POOL Pool	$97,425,992	$1,063,392 ▼	-1.1%	285,757	1.1%	Consumer Discretionary
GOOGL Alphabet	$96,216,836	$1,175,742 ▼	-1.2%	508,277	1.0%	Computer and Technology
TKO GROUP HOLDINGS INC	$95,648,983	$15,105,867 ▲	18.8%	673,063	1.0%	CL A
RBLX Roblox	$93,252,962	$823,001 ▲	0.9%	1,611,700	1.0%	Consumer Discretionary
LPLA LPL Financial	$90,228,100	$1,742,910 ▼	-1.9%	276,341	1.0%	Finance
ERJ Embraer	$89,464,721	$14,308,648 ▲	19.0%	2,439,060	1.0%	Aerospace
ALNY Alnylam Pharmaceuticals	$85,997,210	$4,360,300 ▼	-4.8%	365,463	0.9%	Medical
NYT New York Times	$85,974,186	$13,953,820 ▲	19.4%	1,651,762	0.9%	Consumer Staples
PCOR Procore Technologies	$85,219,987	$522,112 ▼	-0.6%	1,137,328	0.9%	Computer and Technology
OSCR Oscar Health	$85,153,980	$28,912,879 ▲	51.4%	6,335,862	0.9%	Finance
MDB MongoDB	$84,876,244	$1,119,816 ▼	-1.3%	364,573	0.9%	Computer and Technology
BBB FOODS INC	$80,708,462	$2,389,151 ▲	3.1%	2,853,906	0.9%	CL A COM
SITM SiTime	$80,462,480	$1,661,106 ▼	-2.0%	375,064	0.9%	Computer and Technology
CRM Salesforce	$79,690,230	$1,472,724 ▼	-1.8%	238,358	0.9%	Computer and Technology
GOOG Alphabet	$76,205,899	$791,850 ▲	1.1%	400,157	0.8%	Computer and Technology
SFM Sprouts Farmers Market	$74,481,737	$1,346,943 ▼	-1.8%	586,147	0.8%	Retail/Wholesale
SPOT Spotify Technology	$72,812,437	$737,730 ▼	-1.0%	162,753	0.8%	Business Services
BOOT Boot Barn	$72,679,422	$102,934 ▲	0.1%	478,721	0.8%	Retail/Wholesale
EPAM EPAM Systems	$66,512,963	$1,197,627 ▼	-1.8%	284,462	0.7%	Computer and Technology
FND Floor & Decor	$66,210,371	$1,155,024 ▼	-1.7%	664,096	0.7%	Retail/Wholesale
ROKU Roku	$64,302,201	$43,831,630 ▲	214.1%	864,974	0.7%	Consumer Discretionary
CRWD CrowdStrike	$57,917,423	$5,389,362 ▲	10.3%	169,270	0.6%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$56,777,710	$9,106,911 ▼	-13.8%	750,730	0.6%	CL A
ARQT Arcutis Biotherapeutics	$54,368,665	$4,863,701 ▲	9.8%	3,902,991	0.6%	Medical
ABNB Airbnb	$52,075,023	$1,140,639 ▼	-2.1%	396,279	0.6%	Consumer Discretionary
GTLS Chart Industries	$50,013,916	$1,956,297 ▲	4.1%	262,073	0.5%	Industrials
CBOE Cboe Global Markets	$49,632,119	$6,555,661 ▲	15.2%	254,003	0.5%	Financial Services
DDOG Datadog	$48,605,462	$6,078,826 ▼	-11.1%	340,160	0.5%	Computer and Technology
AFRM Affirm	$46,751,529	$44,292,448 ▲	1,801.2%	767,677	0.5%	Business Services
BLOCK INC	$46,726,780	$458,096 ▲	1.0%	549,792	0.5%	CL A
FWRG First Watch Restaurant Group	$45,298,099	$82,554 ▲	0.2%	2,434,073	0.5%	Retail/Wholesale
SPNT SiriusPoint	$43,330,309	$4,902,479 ▲	12.8%	2,643,704	0.5%	Finance
WRBY Warby Parker	$40,714,369	$14,325,227 ▼	-26.0%	1,681,717	0.4%	Consumer Staples
LOAR HOLDINGS INC	$40,631,874	$690,467 ▼	-1.7%	549,748	0.4%	COM SHS
ARM HOLDINGS PLC	$40,442,711	$2,169,409 ▼	-5.1%	327,843	0.4%	SPONSORED ADS
RIVN Rivian Automotive	$40,292,802	$7,576,824 ▼	-15.8%	3,029,534	0.4%	Auto/Tires/Trucks
SG Sweetgreen	$37,649,693	$51,040 ▼	-0.1%	1,174,351	0.4%	Retail/Wholesale
BRBR BellRing Brands	$36,686,511	$4,252,943 ▲	13.1%	486,946	0.4%	Medical
INSP Inspire Medical Systems	$34,794,620	$6,568,587 ▼	-15.9%	187,693	0.4%	Medical
ZM Zoom Video Communications	$34,431,524	$580,247 ▼	-1.7%	421,903	0.4%	Computer and Technology
MLM Martin Marietta Materials	$34,384,231	$1,685,329 ▲	5.2%	66,572	0.4%	Construction
TNDM Tandem Diabetes Care	$33,566,822	$2,122,298 ▲	6.7%	931,894	0.4%	Medical
NOW ServiceNow	$32,695,161	$3,500,516 ▼	-9.7%	30,841	0.4%	Computer and Technology
BNTX BioNTech	$32,066,897	$635,955 ▲	2.0%	281,412	0.3%	Medical
RACE Ferrari	$30,725,703	$5,788,870 ▲	23.2%	72,323	0.3%	Auto/Tires/Trucks
IGIC International General Insurance	$29,815,592	$35,284 ▼	-0.1%	1,254,865	0.3%	Finance
TALEN ENERGY CORP	$29,703,125	$78,170 ▼	-0.3%	147,432	0.3%	COM
ASAN Asana	$27,926,060	$147,343 ▲	0.5%	1,377,704	0.3%	Computer and Technology
IBN ICICI Bank	$27,726,784	$4,067,322 ▲	17.2%	928,559	0.3%	Finance
COCO Vita Coco	$27,190,564	$33,330 ▼	-0.1%	736,672	0.3%	Consumer Staples
TXRH Texas Roadhouse	$25,790,303	$65,316 ▼	-0.3%	142,938	0.3%	Retail/Wholesale
OPCH Option Care Health	$24,168,264	$1,858,644 ▼	-7.1%	1,041,736	0.3%	Medical
MU Micron Technology	$23,961,867	$482,573 ▲	2.1%	284,718	0.3%	Computer and Technology
CALX Calix	$23,846,826	$9,477,317 ▼	-28.4%	683,878	0.3%	Computer and Technology
FTAI FTAI Aviation	$23,658,282	$17,688,544 ▲	296.3%	164,248	0.3%	Aerospace
KRNT Kornit Digital	$23,483,662	$5,371,622 ▲	29.7%	758,761	0.3%	Industrials
Z Zillow Group	$23,479,108	$2,368,119 ▲	11.2%	317,071	0.3%	Finance
GLOB Globant	$23,281,168	$1,733,592 ▼	-6.9%	108,577	0.3%	Computer and Technology
TARS Tarsus Pharmaceuticals	$22,382,603	$21,992,411 ▲	5,636.3%	404,237	0.2%	Medical
HDB HDFC Bank	$21,929,013	$3,893,736 ▲	21.6%	343,392	0.2%	Finance
SITE SiteOne Landscape Supply	$21,371,460	$1,262,881 ▲	6.3%	162,188	0.2%	Industrials
CB Chubb	$21,238,352	$850,175 ▼	-3.8%	76,867	0.2%	Finance
MGY Magnolia Oil & Gas	$19,896,551	$513,028 ▼	-2.5%	851,007	0.2%	Energy
LGIH LGI Homes	$19,259,605	$544,088 ▼	-2.7%	215,432	0.2%	Finance
MSGS Madison Square Garden Sports	$19,237,415	$3,440,492 ▼	-15.2%	85,242	0.2%	Consumer Discretionary
ONEW OneWater Marine	$18,853,303	$2,443,454 ▼	-11.5%	1,084,770	0.2%	Consumer Discretionary
MA Mastercard	$18,565,324	$860,417 ▼	-4.4%	35,257	0.2%	Business Services
LANDBRIDGE COMPANY LLC	$18,014,098	$4,757,855 ▲	35.9%	278,856	0.2%	CL A
TDG TransDigm Group	$17,052,266	$239,512 ▼	-1.4%	13,456	0.2%	Aerospace
ELF e.l.f. Beauty	$15,745,301	$986,569 ▼	-5.9%	125,411	0.2%	Consumer Staples
BV BrightView	$15,250,399	$1,049,456 ▲	7.4%	953,746	0.2%	Business Services
COUR Coursera	$14,849,050	$241,987 ▼	-1.6%	1,746,947	0.2%	Business Services
RXST RxSight	$14,622,581	$5,542,094 ▼	-27.5%	425,322	0.2%	Medical
ADBE Adobe	$14,618,633	$391,757 ▲	2.8%	32,875	0.2%	Computer and Technology
GE GE Aerospace	$14,556,931	$46,701 ▼	-0.3%	87,277	0.2%	Industrials

Showing largest 100 holdings. View all holdings.

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Gilder Gagnon Howe & Co LLC Top Holdings and 13F Report (2025)

About Gilder Gagnon Howe & Co LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Gilder Gagnon Howe & Co LLC Top Holdings and 13F Report (2025)

About Gilder Gagnon Howe & Co LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGilder Gagnon Howe & Co LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools