Gilder Gagnon Howe & Co LLC Top Holdings and 13F Report (2025) About Gilder Gagnon Howe & Co LLCInvestment ActivityGilder Gagnon Howe & Co LLC has $7.66 billion in total holdings as of March 31, 2025.Gilder Gagnon Howe & Co LLC owns shares of 233 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 5.40% of the portfolio was purchased this quarter.About 14.12% of the portfolio was sold this quarter.This quarter, Gilder Gagnon Howe & Co LLC has purchased 254 new stocks and bought additional shares in 55 stocks.Gilder Gagnon Howe & Co LLC sold shares of 156 stocks and completely divested from 41 stocks this quarter.Largest Holdings Netflix $441,471,072Amazon.com $361,728,207NVIDIA $303,530,927Meta Platforms $259,547,971Intuitive Surgical $242,576,228 Largest New Holdings this Quarter M3760D101 - Elbit Systems $42,251,225 Holding90138F102 - Twilio $17,727,291 Holding733245104 - Porch Group $12,686,138 Holding770700102 - Robinhood Markets $7,482,194 Holding83418M103 - Solaris Oilfield Infrastructure $6,458,346 Holding Largest Purchases this Quarter Elbit Systems 110,121 shares (about $42.25M)SharkNinja 491,729 shares (about $41.02M)BioNTech 367,872 shares (about $33.50M)Micron Technology 293,499 shares (about $25.50M)Affirm 481,010 shares (about $21.74M) Largest Sales this Quarter Tesla 572,033 shares (about $148.25M)Eli Lilly and Company 153,470 shares (about $126.75M)NVIDIA 459,453 shares (about $49.80M)CrowdStrike 83,875 shares (about $29.57M)Cloudflare 257,620 shares (about $29.03M) 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$441,471,072$27,063,897 ▼-5.8%473,4125.8%Consumer DiscretionaryAMZNAmazon.com$361,728,207$20,146,441 ▼-5.3%1,901,2314.7%Retail/WholesaleNVDANVIDIA$303,530,927$49,795,508 ▼-14.1%2,800,6184.0%Computer and TechnologyMETAMeta Platforms$259,547,971$27,883,123 ▼-9.7%450,3233.4%Computer and TechnologyISRGIntuitive Surgical$242,576,228$7,894,601 ▲3.4%489,7863.2%MedicalNETCloudflare$223,314,712$29,031,195 ▼-11.5%1,981,6732.9%Computer and TechnologyTSLATesla$209,477,451$148,248,057 ▼-41.4%808,2942.7%Auto/Tires/TrucksDUOLINGO INC$189,620,689$22,219,758 ▼-10.5%610,6162.5%CL A COMNTRANatera$164,941,240$17,015,022 ▼-9.4%1,166,4042.2%MedicalTOSTToast$150,772,809$16,789,128 ▲12.5%4,545,4572.0%Computer and TechnologySHOPShopify$145,269,159$1,697,729 ▲1.2%1,521,4621.9%Computer and TechnologySHAKShake Shack$127,868,669$1,324,402 ▼-1.0%1,450,2511.7%Retail/WholesaleERJEmbraer$121,476,016$8,791,444 ▲7.8%2,629,3511.6%AerospaceAPPFAppFolio$117,118,795$8,865,712 ▼-7.0%532,6001.5%Computer and TechnologyFRPTFreshpet$116,905,311$9,731,969 ▼-7.7%1,405,6191.5%Consumer StaplesBSXBoston Scientific$115,420,742$7,289,387 ▼-5.9%1,144,1391.5%MedicalMELIMercadoLibre$114,694,101$1,431,945 ▼-1.2%58,7911.5%Retail/WholesaleTKO GROUP HOLDINGS INC$111,404,144$8,553,387 ▲8.3%729,0371.5%CL AHUBSHubSpot$110,928,997$17,809,379 ▼-13.8%194,1731.4%Computer and TechnologyPWRQuanta Services$105,885,796$16,754,275 ▼-13.7%416,5781.4%ConstructionRBLXRoblox$101,769,152$7,823,159 ▲8.3%1,745,9111.3%Consumer DiscretionaryALNYAlnylam Pharmaceuticals$93,312,289$5,370,165 ▼-5.4%345,5751.2%MedicalKNFKnife River$92,523,796$7,611,739 ▼-7.6%1,025,6491.2%ConstructionDKSDICK'S Sporting Goods$92,078,653$1,140,426 ▼-1.2%456,8301.2%Retail/WholesalePOOLPool$90,679,451$291,290 ▼-0.3%284,8421.2%Consumer DiscretionaryGPSGAP$89,775,676$2,651,992 ▼-2.9%4,355,9281.2%Consumer CyclicalLPLALPL Financial$89,288,937$1,113,257 ▼-1.2%272,9381.2%FinanceSFMSprouts Farmers Market$86,676,822$2,792,703 ▼-3.1%567,8511.1%Retail/WholesaleOSCROscar Health$82,354,616$708,530 ▼-0.9%6,281,8171.1%FinanceGKOSGlaukos$82,331,215$1,107,521 ▲1.4%836,5291.1%MedicalNYTNew York Times$80,794,854$1,132,516 ▼-1.4%1,628,9291.1%Consumer StaplesGOOGLAlphabet$78,203,458$396,497 ▼-0.5%505,7131.0%Computer and TechnologySPOTSpotify Technology$75,911,840$13,607,192 ▼-15.2%138,0141.0%Business ServicesBBB FOODS INC$75,615,656$526,556 ▼-0.7%2,834,1701.0%CL A COMPCORProcore Technologies$73,496,039$1,590,356 ▼-2.1%1,113,2391.0%Computer and TechnologyARISTA NETWORKS INC$70,745,361$20,838,478 ▼-22.8%913,0790.9%COM SHSMDBMongoDB$69,988,462$6,042,355 ▲9.4%399,0220.9%Computer and TechnologyMSFTMicrosoft$64,953,406$24,943,183 ▼-27.7%173,0290.8%Computer and TechnologyARQTArcutis Biotherapeutics$64,062,238$3,019,458 ▲4.9%4,096,0510.8%MedicalCRMSalesforce$63,316,322$649,431 ▼-1.0%235,9380.8%Computer and TechnologyGOOGAlphabet$61,354,333$1,162,195 ▼-1.9%392,7180.8%Computer and TechnologySPNTSiriusPoint$60,217,802$14,508,160 ▲31.7%3,482,8110.8%FinanceBNTXBioNTech$59,123,801$33,498,424 ▲130.7%649,2840.8%MedicalROKURoku$58,984,798$1,944,004 ▼-3.2%837,3760.8%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$58,555,960$4,805,652 ▼-7.6%693,7910.8%CL ACBOECboe Global Markets$57,000,337$477,924 ▼-0.8%251,8910.7%Financial ServicesAFRMAffirm$56,428,166$21,736,842 ▲62.7%1,248,6870.7%Business ServicesSITMSiTime$55,837,296$1,498,737 ▼-2.6%365,2600.7%Computer and TechnologyFNDFloor & Decor$52,092,818$1,346,987 ▼-2.5%647,3570.7%Retail/WholesaleMUMicron Technology$50,241,275$25,502,128 ▲103.1%578,2170.7%Computer and TechnologyBOOTBoot Barn$49,731,388$1,697,609 ▼-3.3%462,9190.6%Retail/WholesaleABNBAirbnb$47,114,666$224,824 ▼-0.5%394,3970.6%Consumer DiscretionaryRIVNRivian Automotive$45,713,649$7,995,950 ▲21.2%3,671,7790.6%Auto/Tires/TrucksESLTElbit Systems$42,251,225$42,251,225 ▲New Holding110,1210.6%AerospaceSNSharkNinja$41,839,957$41,015,116 ▲4,972.5%501,6180.5%Retail/WholesaleGTLSChart Industries$40,628,173$2,795,382 ▲7.4%281,4370.5%IndustrialsFWRGFirst Watch Restaurant Group$37,100,229$3,427,086 ▼-8.5%2,228,2420.5%Retail/WholesaleARM HOLDINGS PLC$36,994,831$1,984,478 ▲5.7%346,4260.5%SPONSORED ADSMLMMartin Marietta Materials$36,195,684$4,365,782 ▲13.7%75,7030.5%ConstructionBRBRBellRing Brands$36,189,420$68,578 ▼-0.2%486,0250.5%MedicalTALEN ENERGY CORP$34,541,313$5,103,565 ▲17.3%172,9920.5%COMLOAR HOLDINGS INC$34,314,068$4,525,627 ▼-11.7%485,6910.4%COM SHSIGICInternational General Insurance$32,895,340$120,158 ▼-0.4%1,250,2980.4%FinanceIBNICICI Bank$31,925,707$2,657,515 ▲9.1%1,012,8710.4%FinanceOPCHOption Care Health$30,749,901$5,658,751 ▼-15.5%879,8260.4%MedicalWRBYWarby Parker$30,601,990$55,711 ▼-0.2%1,678,6610.4%Consumer StaplesRACEFerrari$30,580,156$365,410 ▼-1.2%71,4690.4%Auto/Tires/TrucksCRWDCrowdStrike$30,108,569$29,572,647 ▼-49.6%85,3950.4%Computer and TechnologyZMZoom Video Communications$30,030,236$1,093,567 ▼-3.5%407,0790.4%Computer and TechnologyBLOCK INC$29,591,133$279,039 ▼-0.9%544,6560.4%CL AINSPInspire Medical Systems$29,252,328$643,493 ▼-2.2%183,6530.4%MedicalASANAsana$28,712,822$8,639,675 ▲43.0%1,970,6810.4%Computer and TechnologyCALXCalix$28,226,507$3,989,871 ▲16.5%796,4590.4%Computer and TechnologySGSweetgreen$26,818,713$2,563,549 ▼-8.7%1,071,8910.4%Retail/WholesaleSITESiteOne Landscape Supply$26,363,482$6,667,408 ▲33.9%217,0910.3%IndustrialsFTAIFTAI Aviation$24,232,409$5,995,953 ▲32.9%218,2510.3%AerospaceZZillow Group$23,755,012$2,016,624 ▲9.3%346,4850.3%FinanceTXRHTexas Roadhouse$23,499,329$318,430 ▼-1.3%141,0270.3%Retail/WholesaleCBChubb$23,006,806$206,259 ▼-0.9%76,1840.3%FinanceTARSTarsus Pharmaceuticals$21,411,581$645,926 ▲3.1%416,8110.3%MedicalHDBHDFC Bank$20,711,408$2,103,557 ▼-9.2%311,7310.3%FinanceMAMastercard$20,201,010$875,898 ▲4.5%36,8550.3%Business ServicesMGYMagnolia Oil & Gas$20,144,479$1,351,966 ▼-6.3%797,4850.3%EnergyCOCOVita Coco$19,952,261$2,626,736 ▼-11.6%650,9710.3%Consumer StaplesCSGPCoStar Group$19,471,565$6,319,623 ▲48.1%245,7600.3%Computer and TechnologyTDGTransDigm Group$17,911,946$701,317 ▼-3.8%12,9490.2%AerospaceTWLOTwilio$17,727,291$17,727,291 ▲New Holding181,0570.2%Computer and TechnologyWRBW. R. Berkley$17,411,286$18,288 ▼-0.1%244,6780.2%FinanceONONON$16,150,921$6,942,610 ▲75.4%367,7350.2%Retail/WholesaleONEWOneWater Marine$16,120,927$1,430,652 ▼-8.2%996,3490.2%Consumer DiscretionaryLLYEli Lilly and Company$16,062,298$126,752,410 ▼-88.8%19,4480.2%MedicalGEGE Aerospace$15,287,457$2,181,035 ▼-12.5%76,3800.2%IndustrialsSERVICETITAN INC$15,199,624$3,797,742 ▲33.3%159,8110.2%SHS CL AKRNTKornit Digital$14,978,283$501,117 ▲3.5%785,0250.2%IndustrialsDDOGDatadog$14,152,207$19,595,066 ▼-58.1%142,6490.2%Computer and TechnologyLANDBRIDGE COMPANY LLC$13,314,511$6,746,389 ▼-33.6%185,0780.2%CL ALGIHLGI Homes$13,281,559$1,038,194 ▼-7.3%199,8130.2%FinancePRCHPorch Group$12,686,138$12,686,138 ▲New Holding1,740,2110.2%Computer and TechnologyAMTAmerican Tower$12,595,558$1,394,381 ▼-10.0%57,8840.2%FinanceBVBrightView$11,988,708$257,391 ▼-2.1%933,7000.2%Business ServicesShowing largest 100 holdings. View all holdings. 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