Gilder Gagnon Howe & Co LLC Top Holdings and 13F Report (2026) About Gilder Gagnon Howe & Co LLCInvestment ActivityGilder Gagnon Howe & Co LLC has $9.69 billion in total holdings as of June 30, 2026.Gilder Gagnon Howe & Co LLC owns shares of 274 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 11.10% of the portfolio was purchased this quarter.About 14.27% of the portfolio was sold this quarter.This quarter, Gilder Gagnon Howe & Co LLC has purchased 252 new stocks and bought additional shares in 57 stocks.Gilder Gagnon Howe & Co LLC sold shares of 165 stocks and completely divested from 28 stocks this quarter.Largest Holdings NVIDIA $480,704,580Cloudflare $409,213,419Amazon.com $401,419,613Netflix $285,544,015Quanta Services $272,243,884 Largest New Holdings this Quarter 75513E101 - RTX $59,284,933 Holding05464C101 - Axon Enterprise $50,905,630 Holding682189105 - onsemi $36,631,697 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $34,564,124 Holding750917106 - Rambus $34,171,789 Holding Largest Purchases this Quarter ACM Research 565,813 shares (about $71.80M)Enphase Energy 1,332,570 shares (about $65.62M)DOORDASH INC 327,270 shares (about $60.39M)RTX 312,470 shares (about $59.28M)Axon Enterprise 90,804 shares (about $50.91M) Largest Sales this Quarter Micron Technology 183,960 shares (about $212.34M)Arcutis Biotherapeutics 2,990,799 shares (about $78.42M)Natera 257,211 shares (about $69.82M)SiTime 85,536 shares (about $63.77M)Roblox 838,782 shares (about $45.61M) 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$480,704,580$26,006,896 â–¼-5.1%2,402,4425.0%TechnologyNETCloudflare$409,213,419$26,935,671 â–¼-6.2%1,668,3524.2%TechnologyAMZNAmazon.com$401,419,613$16,149,680 â–¼-3.9%1,684,2314.1%Consumer DiscretionaryNFLXNetflix$285,544,015$13,753,567 â–¼-4.6%3,999,2162.9%Communication ServicesPWRQuanta Services$272,243,884$3,166,732 â–²1.2%378,0962.8%IndustrialsYNDXYandex$240,482,208$22,181,146 â–¼-8.4%870,7762.5%TechnologyTSLATesla$239,430,483$21,215,498 â–¼-8.1%569,2592.5%Consumer DiscretionaryMUMicron Technology$232,756,807$212,343,188 â–¼-47.7%201,6452.4%TechnologySHOPIFY INC$209,568,947$36,459,616 â–¼-14.8%1,835,4262.2%CL A SUB VTG SHSMETAMeta Platforms$194,545,250$27,428,856 â–¼-12.4%345,3732.0%Communication ServicesGOOGLAlphabet$192,481,269$21,375,372 â–²12.5%538,6052.0%Communication ServicesSITMSiTime$179,331,038$63,772,220 â–¼-26.2%240,5321.9%TechnologyENPHEnphase Energy$171,304,040$65,615,747 â–²62.1%3,478,9611.8%TechnologyARM HOLDINGS PLC$163,620,221$18,864,542 â–²13.0%461,4611.7%SPONSORED ADSISRGIntuitive Surgical$161,564,789$17,215,183 â–¼-9.6%406,2681.7%HealthcareGOOGAlphabet$152,219,864$3,910,303 â–²2.6%430,8151.6%Communication ServicesHOODRobinhood Markets$146,398,571$1,269,846 â–²0.9%1,459,8981.5%FinanceSNSharkNinja$142,408,690$3,329,993 â–¼-2.3%935,2381.5%Consumer DiscretionaryNTRANatera$135,199,396$69,819,886 â–¼-34.1%498,0641.4%HealthcareEMBRAER S.A.$133,862,225$1,353,772 â–¼-1.0%2,098,1541.4%SPONSORED ADSARISTA NETWORKS INC$129,668,724$5,763,179 â–¼-4.3%763,2961.3%COM SHSINTCIntel$121,998,501$49,234,236 â–²67.7%873,7271.3%TechnologyTSEMTower Semiconductor$120,941,652$1,941,247 â–¼-1.6%464,0181.2%TechnologyTOSTToast$110,085,743$3,118,344 â–¼-2.8%3,957,0721.1%FinanceTKO GROUP HOLDINGS INC$108,191,644$5,530,590 â–¼-4.9%537,4381.1%CL ABBB FOODS INC$104,909,017$1,525,497 â–¼-1.4%2,517,6151.1%CL A COMSPHRSphere Entertainment$96,506,098$642,806 â–¼-0.7%557,7421.0%Communication ServicesNYTNew York Times$93,732,996$1,193,229 â–¼-1.3%1,339,4261.0%Communication ServicesECHOSTAR CORP$92,667,572$26,491,094 â–¼-22.2%912,9811.0%CL AMELIMercadoLibre$90,364,389$3,929,477 â–¼-4.2%53,2370.9%Consumer DiscretionaryAFRMAffirm$90,364,169$12,238,861 â–²15.7%1,108,0830.9%FinanceQXO INC$82,744,243$20,740,164 â–¼-20.0%4,788,4400.9%COM NEWXMTRXometry$82,731,732$6,180,658 â–¼-7.0%857,1460.9%IndustrialsALNYAlnylam Pharmaceuticals$80,992,374$3,323,670 â–¼-3.9%269,0510.8%HealthcareACMRACM Research$80,836,290$71,796,012 â–²794.2%637,0580.8%TechnologyMDA SPACE LTD$69,317,128$10,442,478 â–¼-13.1%1,679,1940.7%COMSPNTSiriusPoint$68,752,176$1,947,072 â–¼-2.8%2,864,6740.7%FinanceABNBAirbnb$68,643,353$7,871,788 â–²13.0%479,6880.7%Consumer DiscretionaryGAP INC$68,382,922$210,935 â–¼-0.3%3,660,7560.7%COMESLTElbit Systems$66,499,532$18,237,353 â–¼-21.5%87,6470.7%IndustrialsDOORDASH INC$66,328,017$60,391,133 â–²1,017.2%359,4430.7%CL APRCHPorch Group$65,905,130$3,114,378 â–²5.0%4,381,9900.7%TechnologyFNVFranco-Nevada$64,760,849$5,629,339 â–¼-8.0%310,6930.7%MaterialsREDDIT INC$63,584,611$1,714,276 â–¼-2.6%366,3130.7%CL ARIVNRivian Automotive$62,287,940$737,410 â–²1.2%3,590,0830.6%Consumer DiscretionaryRTXRTX$59,284,933$59,284,933 â–²New Holding312,4700.6%IndustrialsLASRnLight$58,550,072$3,808,910 â–²7.0%840,9950.6%TechnologyDUOLINGO INC$57,779,605$713,814 â–¼-1.2%502,3440.6%CL A COMBOOTBoot Barn$56,578,202$552,769 â–¼-1.0%344,4220.6%Consumer DiscretionaryLPLALPL Financial$54,374,662$475,758 â–¼-0.9%193,0370.6%FinanceCOREWEAVE INC$53,530,024$48,125,699 â–²890.5%537,7740.6%COM CL AAXONAxon Enterprise$50,905,630$50,905,630 â–²New Holding90,8040.5%IndustrialsAAOIApplied Optoelectronics$50,820,954$16,647,406 â–¼-24.7%343,0140.5%TechnologyPOOLPool$50,655,476$9,935,451 â–¼-16.4%235,7170.5%Consumer DiscretionaryHUBSHubSpot$49,305,046$19,771,661 â–²66.9%270,1500.5%TechnologyVIA TRANSN INC$46,676,342$18,748,524 â–²67.1%2,573,1170.5%COM CL AFIGURE TECHNOLOGY SOLUTIO$46,201,076$13,089,216 â–¼-22.1%1,504,4310.5%COM CL ALIVE OAK BANCSHARES INC$45,900,484$2,826,291 â–¼-5.8%1,123,9100.5%COMRBLXRoblox$45,775,779$45,612,965 â–¼-49.9%841,7760.5%Communication ServicesTALEN ENERGY CORP$45,471,407$709,344 â–¼-1.5%118,3350.5%COMUTIUniversal Technical Institute$44,540,849$32,598,481 â–²273.0%1,041,4040.5%Consumer DiscretionarySPOTSpotify Technology$44,019,089$9,920,422 â–¼-18.4%95,8750.5%Communication ServicesACCELERANT HOLDINGS$43,739,321$132,905 â–¼-0.3%3,732,0240.5%CL AFTAI AVIATION LTD$43,621,339$2,778,073 â–¼-6.0%161,2440.5%SHSGEGE Aerospace$42,320,064$1,264,329 â–¼-2.9%113,2370.4%IndustrialsNEKTAR THERAPEUTICS$41,946,944$22,975,518 â–²121.1%600,8730.4%COM NEWBBIOBridgeBio Pharma$40,884,008$9,578,202 â–²30.6%548,9260.4%HealthcareAPPFAppFolio$40,129,872$2,415,835 â–¼-5.7%250,2640.4%TechnologyMLMMartin Marietta Materials$39,281,113$610,722 â–¼-1.5%68,1140.4%MaterialsFRPTFreshpet$37,006,327$10,796,076 â–¼-22.6%625,9530.4%Consumer StaplesONonsemi$36,631,697$36,631,697 â–²New Holding387,4730.4%TechnologyGRUPO AEROMEXICO SAB DE CV$36,305,262$7,574,112 â–¼-17.3%2,016,9590.4%SPONSORED ADSTAMBORAN RES CORP$35,480,959$8,138,001 â–²29.8%1,091,3860.4%COMSPACE EXPLORATION TECHN CORP$34,564,124$34,564,124 â–²New Holding202,2950.4%CLASS A COM STKARQTArcutis Biotherapeutics$34,432,392$78,418,749 â–¼-69.5%1,313,2110.4%HealthcareRMBSRambus$34,171,789$34,171,789 â–²New Holding257,4340.4%TechnologyCYTKCytokinetics$34,096,829$5,899,911 â–²20.9%400,2450.4%HealthcareALHCAlignment Healthcare$33,321,666$10,338,516 â–¼-23.7%1,399,4820.3%HealthcareSOLARIS ENERGY INFRAS INC$32,425,058$404,472 â–¼-1.2%402,9960.3%COM CL AIGICInternational General Insurance$31,654,996$109,757 â–¼-0.3%1,209,5910.3%FinanceBEBloom Energy$30,727,077$6,031,903 â–²24.4%101,5100.3%IndustrialsTXRHTexas Roadhouse$29,879,155$4,934,708 â–¼-14.2%154,6300.3%Consumer DiscretionaryLOAR HOLDINGS INC$29,523,896$6,014,473 â–¼-16.9%366,2560.3%COM SHSTSMTaiwan Semiconductor Manufacturing$29,446,011$8,532,743 â–¼-22.5%61,6580.3%TechnologyESTAEstablishment Labs$29,349,852$6,307,035 â–²27.4%342,0330.3%HealthcareSITESiteOne Landscape Supply$29,234,112$1,729,991 â–²6.3%255,5210.3%IndustrialsOSCROscar Health$28,576,515$2,070,836 â–¼-6.8%1,001,9820.3%HealthcareTDUPThredUp$28,407,861$12,138,262 â–²74.6%4,147,1330.3%Consumer DiscretionaryAAPLApple$28,344,351$5,473,262 â–²23.9%97,9550.3%TechnologyWWayfair$27,716,573$27,716,573 â–²New Holding299,8980.3%Consumer DiscretionaryMSFTMicrosoft$27,313,270$1,702,836 â–¼-5.9%73,2220.3%TechnologyCCitigroup$26,812,557$302,733 â–¼-1.1%191,5730.3%FinanceSERVICETITAN INC$26,721,592$15,327,170 â–¼-36.5%377,9040.3%SHS CL AKYMRKymera Therapeutics$26,265,508$731,595 â–¼-2.7%229,0530.3%HealthcareTDGTransdigm Group$24,578,536$4,034,705 â–¼-14.1%18,4520.3%IndustrialsQUREuniQure$24,456,893$24,456,893 â–²New Holding530,9790.3%HealthcarePATTERN GROUP INC$23,394,029$23,394,029 â–²New Holding928,7030.2%COM SER ALEGENCE CORP$22,048,234$5,078,770 â–²29.9%258,6910.2%CL ACALXCalix$21,657,654$7,418,059 â–¼-25.5%580,3230.2%TechnologyGKOSGlaukos$21,306,063$62,752 â–¼-0.3%152,4480.2%HealthcareShowing largest 100 holdings. 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