Gilder Gagnon Howe & Co LLC Top Holdings and 13F Report (2026) About Gilder Gagnon Howe & Co LLCInvestment ActivityGilder Gagnon Howe & Co LLC has $8.34 billion in total holdings as of March 31, 2026.Gilder Gagnon Howe & Co LLC owns shares of 252 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 6.74% of the portfolio was purchased this quarter.About 10.88% of the portfolio was sold this quarter.This quarter, Gilder Gagnon Howe & Co LLC has purchased 250 new stocks and bought additional shares in 62 stocks.Gilder Gagnon Howe & Co LLC sold shares of 151 stocks and completely divested from 33 stocks this quarter.Largest Holdings NVIDIA $441,653,720Netflix $403,045,727Cloudflare $366,907,151Amazon.com $364,886,954SHOPIFY INC $255,595,621 Largest New Holdings this Quarter 55293N109 - MDA SPACE LTD $48,922,317 Holding65487K100 - nLight $44,833,971 Holding53803X105 - LIVE OAK BANCSHARES INC $39,456,280 Holding458140100 - Intel $22,997,114 Holding52476L109 - LEGENCE CORP $11,241,299 Holding Largest Purchases this Quarter Enphase Energy 2,113,519 shares (about $79.91M)MDA SPACE LTD 1,932,161 shares (about $48.92M)Robinhood Markets 674,289 shares (about $46.73M)nLight 786,285 shares (about $44.83M)LIVE OAK BANCSHARES INC 1,193,114 shares (about $39.46M) Largest Sales this Quarter Boston Scientific 1,064,288 shares (about $66.78M)Tesla 106,797 shares (about $39.70M)Micron Technology 110,729 shares (about $37.41M)Microsoft 84,909 shares (about $31.43M)TKO GROUP HOLDINGS INC 129,689 shares (about $26.15M) 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 PortfolioSectorNVDANVIDIA$441,653,720$8,247,551 â–¼-1.8%2,532,4185.3%Computer and TechnologyNFLXNetflix$403,045,727$16,685,199 â–¼-4.0%4,191,8434.8%Consumer DiscretionaryNETCloudflare$366,907,151$4,891,702 â–²1.4%1,778,1684.4%Computer and TechnologyAMZNAmazon.com$364,886,954$9,917,609 â–¼-2.6%1,751,9904.4%Retail/WholesaleSHOPIFY INC$255,595,621$2,805,719 â–¼-1.1%2,154,7433.1%CL A SUB VTG SHSTSLATesla$230,373,607$39,701,807 â–¼-14.7%619,7002.8%Auto/Tires/TrucksMETAMeta Platforms$225,457,647$9,262,789 â–¼-3.9%394,0672.7%Computer and TechnologyISRGIntuitive Surgical$207,241,434$11,058,236 â–¼-5.1%449,5572.5%MedicalPWRQuanta Services$205,167,401$181,725 â–²0.1%373,6982.5%ConstructionNTRANatera$151,047,391$14,604,264 â–¼-8.8%755,2751.8%MedicalGOOGLAlphabet$137,681,428$2,017,809 â–¼-1.4%478,7921.7%Computer and TechnologySATSEchoStar$137,437,487$28,633,566 â–²26.3%1,173,9771.6%Computer and TechnologyMUMicron Technology$130,272,793$37,408,685 â–¼-22.3%385,6051.6%Computer and TechnologyEMBRAER S.A.$125,763,594$12,100,731 â–¼-8.8%2,119,3731.5%SPONSORED ADSGOOGAlphabet$120,408,911$8,596,047 â–²7.7%419,7481.4%Computer and TechnologyQXO INC$116,300,185$4,609,803 â–¼-3.8%5,988,6811.4%COM NEWTKO GROUP HOLDINGS INC$113,914,303$26,151,787 â–¼-18.7%564,9111.4%CL ANYTNew York Times$113,577,777$657,783 â–²0.6%1,356,4771.4%Consumer StaplesSITMSiTime$112,607,584$15,618,799 â–¼-12.2%326,0681.4%Computer and TechnologyTOSTToast$107,873,485$8,520,367 â–¼-7.3%4,069,1621.3%Computer and TechnologySHAKShake Shack$102,233,867$10,044,792 â–¼-8.9%1,155,5771.2%Retail/WholesaleARQTArcutis Biotherapeutics$101,402,476$3,530,372 â–¼-3.4%4,304,0101.2%MedicalSNSharkNinja$101,357,631$3,549,450 â–¼-3.4%957,1071.2%Retail/WholesaleHOODRobinhood Markets$100,293,386$46,728,228 â–²87.2%1,447,2351.2%FinanceYNDXYandex$98,685,410$6,525,778 â–¼-6.2%951,0931.2%Computer and TechnologyARISTA NETWORKS INC$97,882,794$2,370,882 â–¼-2.4%797,2211.2%COM SHSMELIMercadoLibre$96,050,965$1,364,203 â–²1.4%55,5521.2%Retail/WholesaleRBLXRoblox$95,052,360$1,218,981 â–¼-1.3%1,680,5581.1%Consumer DiscretionaryESLTElbit Systems$94,829,768$3,871,850 â–²4.3%111,6841.1%AerospaceALNYAlnylam Pharmaceuticals$92,674,097$12,974,413 â–¼-12.3%280,0921.1%MedicalBBB FOODS INC$90,342,903$1,514,331 â–²1.7%2,554,2241.1%CL A COMGAP INC$88,863,562$1,526,052 â–¼-1.7%3,672,0481.1%COMFNVFranco-Nevada$83,428,785$849,111 â–¼-1.0%337,7001.0%Basic MaterialsTSEMTower Semiconductor$82,732,854$85,634 â–¼-0.1%471,4661.0%Computer and TechnologyENPHEnphase Energy$81,155,044$79,912,154 â–²6,429.5%2,146,3911.0%EnergySPHRSphere Entertainment$65,915,052$36,511 â–²0.1%561,4570.8%Consumer DiscretionaryFIGURE TECHNOLOGY SOLUTIO$65,545,601$2,529,003 â–¼-3.7%1,930,6510.8%COM CL ASPNTSiriusPoint$63,452,575$7,497,492 â–¼-10.6%2,945,8020.8%FinanceARM HOLDINGS PLC$61,761,117$6,282,356 â–²11.3%408,2570.7%SPONSORED ADSLPLALPL Financial$58,579,423$19,356,606 â–¼-24.8%194,7260.7%FinancePOOLPool$57,046,842$221,146 â–²0.4%281,9500.7%Consumer DiscretionaryCBOECboe Global Markets$57,040,250$1,226,025 â–¼-2.1%202,9400.7%Financial ServicesSPOTSpotify Technology$56,968,197$6,013,369 â–¼-9.5%117,4820.7%Computer and TechnologyABNBAirbnb$53,628,464$994,329 â–¼-1.8%424,6790.6%Consumer DiscretionaryRIVNRivian Automotive$53,391,094$818,344 â–¼-1.5%3,547,5810.6%Auto/Tires/TrucksBOOTBoot Barn$50,902,105$1,486,871 â–¼-2.8%347,7870.6%Retail/WholesaleREDDIT INC$50,653,849$4,760,281 â–¼-8.6%376,1890.6%CL ADUOLINGO INC$50,127,772$238,441 â–²0.5%508,5500.6%CL A COMACCELERANT HOLDINGS$50,011,343$538,221 â–²1.1%3,743,3640.6%CL AMDA SPACE LTD$48,922,317$48,922,317 â–²New Holding1,932,1610.6%COMFRPTFreshpet$47,673,037$14,537,999 â–¼-23.4%808,5660.6%Consumer StaplesLASRnLight$44,833,971$44,833,971 â–²New Holding786,2850.5%Computer and TechnologyAFRMAffirm$43,895,789$233,499 â–²0.5%958,0050.5%Computer and TechnologyTAMBORAN RES CORP$42,044,739$2,320,286 â–²5.8%841,0630.5%COMFTAI AVIATION LTD$42,020,685$4,042,500 â–¼-8.8%171,5130.5%SHSAPPFAppFolio$41,874,420$24,320,243 â–¼-36.7%265,3300.5%Computer and TechnologyMLMMartin Marietta Materials$40,720,526$5,521,786 â–¼-11.9%69,1730.5%ConstructionPALANTIR TECHNOLOGIES INC$40,274,248$4,915,593 â–²13.9%275,3230.5%CL AHUBSHubSpot$39,499,733$1,005,691 â–¼-2.5%161,8180.5%Computer and TechnologyLIVE OAK BANCSHARES INC$39,456,280$39,456,280 â–²New Holding1,193,1140.5%COMAAOIApplied Optoelectronics$38,520,171$1,661,348 â–¼-4.1%455,3750.5%Computer and TechnologyTALEN ENERGY CORP$38,365,381$1,066,228 â–¼-2.7%120,1810.5%COMCALXCalix$38,167,717$5,331,827 â–¼-12.3%779,0920.5%Computer and TechnologySERVICETITAN INC$37,737,441$190,634 â–¼-0.5%594,6650.5%SHS CL AXMTRXometry$37,621,032$4,119,694 â–¼-9.9%921,1810.5%IndustrialsGRUPO AEROMEXICO SAB DE CV$34,152,779$3,350,940 â–¼-8.9%2,437,7430.4%SPONSORED ADSGEGE Aerospace$33,093,257$5,009,108 â–¼-13.1%116,6200.4%AerospaceALHCAlignment Healthcare$32,309,635$413,154 â–¼-1.3%1,833,6910.4%MedicalSITESiteOne Landscape Supply$31,999,591$5,915,665 â–¼-15.6%240,4000.4%IndustrialsSFMSprouts Farmers Market$31,411,832$8,028,313 â–¼-20.4%407,2580.4%Retail/WholesaleBBIOBridgeBio Pharma$31,213,335$2,796,038 â–¼-8.2%420,3250.4%MedicalPRCHPorch Group$29,934,155$1,236,510 â–¼-4.0%4,174,9170.4%Computer and TechnologyTXRHTexas Roadhouse$29,752,944$356,042 â–¼-1.2%180,1680.4%Retail/WholesaleIGICInternational General Insurance$29,403,942$153,368 â–¼-0.5%1,213,7850.4%FinanceMSFTMicrosoft$28,794,414$31,430,765 â–¼-52.2%77,7870.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$26,875,474$5,211,527 â–²24.1%79,5250.3%Computer and TechnologyROKURoku$25,768,544$19,771,998 â–¼-43.4%272,3370.3%Consumer DiscretionaryLOAR HOLDINGS INC$25,257,328$1,489,597 â–¼-5.6%440,8680.3%COM SHSTDGTransdigm Group$24,895,388$4,698,380 â–¼-15.9%21,4810.3%AerospaceVIA TRANSN INC$23,093,565$4,526,130 â–²24.4%1,539,5710.3%COM CL ASOLARIS ENERGY INFRAS INC$23,057,380$9,266,397 â–²67.2%408,0230.3%COM CL AINTCIntel$22,997,114$22,997,114 â–²New Holding521,1220.3%Computer and TechnologyCCitigroup$21,971,600$2,244,838 â–¼-9.3%193,7360.3%Financial ServicesCYTKCytokinetics$21,815,452$3,613,906 â–¼-14.2%330,9890.3%MedicalOPCHOption Care Health$21,566,743$200,985 â–¼-0.9%801,1420.3%MedicalAAPLApple$20,059,643$10,734,599 â–²115.1%79,0400.2%Computer and TechnologyKYMRKymera Therapeutics$19,609,215$373,389 â–¼-1.9%235,4330.2%MedicalNEKTAR THERAPEUTICS$19,552,988$4,565,659 â–²30.5%271,7580.2%COM NEWTEMPUS AI INC$17,389,261$8,692,460 â–¼-33.3%384,5480.2%CL AGLWCorning$16,988,092$14,583,870 â–²606.6%124,9400.2%Computer and TechnologyAEHRAehr Test Systems$16,474,496$4,684,984 â–²39.7%444,2960.2%Computer and TechnologyGKOSGlaukos$16,460,837$166,334 â–¼-1.0%152,8970.2%MedicalWWDWoodward$16,399,536$248,039 â–¼-1.5%45,8190.2%AerospaceWRBW.R. Berkley$15,923,041$101,077 â–¼-0.6%240,2390.2%FinanceMDGLMadrigal Pharmaceuticals$15,385,307$2,134,187 â–¼-12.2%29,3910.2%MedicalMGYMagnolia Oil & Gas$15,359,636$5,285,516 â–¼-25.6%486,5260.2%EnergyESTAEstablishment Labs$15,247,304$5,551,721 â–²57.3%268,5330.2%MedicalGE VERNOVA INC$14,391,502$8,611,158 â–¼-37.4%16,4870.2%COMKTOSKratos Defense & Security Solutions$14,103,199$4,919,906 â–¼-25.9%200,0170.2%AerospaceMAMastercard$13,856,614$1,889,220 â–¼-12.0%27,7320.2%Business ServicesShowing 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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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