Gilder Gagnon Howe & Co. LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Gilder Gagnon Howe & Co. LLC reported 274 stock positions worth $9.7 billion. Its top holding was Nvidia (NVDA) at 5.0% of the portfolio, followed by Cloudflare Class A (NET, 4.2%) and Amazon.com (AMZN, 4.1%). Compared with Q1 2026, it opened 50 new positions, sold out of 28, added to 56 and reduced 165. The biggest buy was Intel (INTC, shares +68%) and the biggest sale Netflix (NFLX, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0000902464
- Portfolio Value
- $9.7B (Q2 2026)
- SEC Filing
- 0001172661-26-003462 ↗ filed Aug 14, 2026
Holdings Value
Holdings 274 stocks · $9.7B
| NVDA Nvidia Corp. | 4.96% | 2,402,442 | $480.7M | Reduce -5.1% |
| NET Cloudflare Inc. Class A | 4.22% | 1,668,352 | $409.2M | Reduce -6.2% |
| AMZN Amazon.com Inc. | 4.14% | 1,684,231 | $401.4M | Reduce -3.9% |
| NFLX Netflix Inc. | 2.95% | 3,999,216 | $285.5M | Reduce -4.6% |
| PWR Quanta Services Inc. | 2.81% | 378,096 | $272.2M | Add +1.2% |
| NBIS Nebius Group NV | 2.48% | 870,776 | $240.5M | Reduce -8.4% |
| TSLA Tesla Inc. | 2.47% | 569,259 | $239.4M | Reduce -8.1% |
| MU Micron Technology Inc. | 2.40% | 201,645 | $232.8M | Reduce -47.7% |
| SHOP Shopify Inc. Class A | 2.16% | 1,835,426 | $209.6M | Reduce -14.8% |
| META Meta Platforms Inc. Class A | 2.01% | 345,373 | $194.5M | Reduce -12.4% |
| GOOGL Alphabet Inc. Class A | 1.99% | 538,605 | $192.5M | Add +12.5% |
| SITM Sitime Corp. | 1.85% | 240,532 | $179.3M | Reduce -26.2% |
| ENPH Enphase Energy Inc. | 1.77% | 3,478,961 | $171.3M | Add +62.1% |
| ARM Arm Holdings PLC-ADR | 1.69% | 461,461 | $163.6M | Add +13.0% |
| ISRG Intuitive Surgical Inc. | 1.67% | 406,268 | $161.6M | Reduce -9.6% |
| GOOG Alphabet Inc. Class C | 1.57% | 430,815 | $152.2M | Add +2.6% |
| HOOD Robinhood Markets Inc. Class A | 1.51% | 1,459,898 | $146.4M | Add +0.9% |
| SN Sharkninja Inc. | 1.47% | 935,238 | $142.4M | Reduce -2.3% |
| NTRA Natera Inc. | 1.40% | 498,064 | $135.2M | Reduce -34.1% |
| EMBJ Embraer SA-Spon ADR | 1.38% | 2,098,154 | $133.9M | Reduce -1.0% |
| ANET Arista Networks Inc. | 1.34% | 763,296 | $129.7M | Reduce -4.3% |
| INTC Intel Corp. | 1.26% | 873,727 | $122.0M | Add +67.7% |
| TSEM Tower Semiconductor Ltd. | 1.25% | 464,018 | $120.9M | Reduce -1.6% |
| TOST Toast Inc. Class A | 1.14% | 3,957,072 | $110.1M | Reduce -2.8% |
| TKO Tko Group Holdings Inc. | 1.12% | 537,438 | $108.2M | Reduce -4.9% |
| TBBB BBB Foods Inc. Class A | 1.08% | 2,517,615 | $104.9M | Reduce -1.4% |
| SPHR Sphere Entertainment Co. | 1.00% | 557,742 | $96.5M | Reduce -0.7% |
| NYT New York Times Co. Class A | 0.97% | 1,339,426 | $93.7M | Reduce -1.3% |
| ECHO Echostar Corp. Class A | 0.96% | 912,981 | $92.7M | Reduce -22.2% |
| MELI MercadoLibre Inc. | 0.93% | 53,237 | $90.4M | Reduce -4.2% |
| AFRM Affirm Holdings Inc. | 0.93% | 1,108,083 | $90.4M | Add +15.7% |
| QXO Qxo Inc. | 0.85% | 4,788,440 | $82.7M | Reduce -20.0% |
| XMTR Xometry Inc. Class A | 0.85% | 857,146 | $82.7M | Reduce -7.0% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.84% | 269,051 | $81.0M | Reduce -3.9% |
| ACMR Acm Research Inc. Class A | 0.83% | 637,058 | $80.8M | Add +794.2% |
| MDA Mda Space Ltd. | 0.72% | 1,679,194 | $69.3M | Reduce -13.1% |
| SPNT Siriuspoint Ltd. | 0.71% | 2,864,674 | $68.8M | Reduce -2.8% |
| ABNB Airbnb Inc. Class A | 0.71% | 479,688 | $68.6M | Add +12.9% |
| GAP The Gap Inc. | 0.71% | 3,660,756 | $68.4M | Reduce -0.3% |
| ESLT Elbit Systems Ltd. | 0.69% | 87,647 | $66.5M | Reduce -21.5% |
| DASH DoorDash Inc. Class A | 0.68% | 359,443 | $66.3M | Add +1017.2% |
| PRCH Porch Group Inc. | 0.68% | 4,381,990 | $65.9M | Add +5.0% |
| FNV Franco-Nevada Corp. | 0.67% | 310,693 | $64.8M | Reduce -8.0% |
| RDDT Reddit Inc. Class A | 0.66% | 366,313 | $63.6M | Reduce -2.6% |
| RIVN Rivian Automotive Inc. Class A | 0.64% | 3,590,083 | $62.3M | Add +1.2% |
| RTX RTX Corp. | 0.61% | 312,470 | $59.3M | New |
| LASR Nlight Inc. | 0.60% | 840,995 | $58.6M | Add +7.0% |
| DUOL Duolingo | 0.60% | 502,344 | $57.8M | Reduce -1.2% |
| BOOT Boot Barn Holdings Inc. | 0.58% | 344,422 | $56.6M | Reduce -1.0% |
| LPLA LPL Financial Holdings Inc. | 0.56% | 193,037 | $54.4M | Reduce -0.9% |
| CRWV Coreweave Inc. Class A | 0.55% | 537,774 | $53.5M | Add +890.5% |
| AXON Axon Enterprise Inc. | 0.53% | 90,804 | $50.9M | New |
| AAOI Applied Optoelectronics Inc. | 0.52% | 343,014 | $50.8M | Reduce -24.7% |
| POOL Pool Corp. | 0.52% | 235,717 | $50.7M | Reduce -16.4% |
| HUBS HubSpot Inc. | 0.51% | 270,150 | $49.3M | Add +67.0% |
| VIA Via Transportation Inc. Class A | 0.48% | 2,573,117 | $46.7M | Add +67.1% |
| FIGR Figure Technology Solut Class A | 0.48% | 1,504,431 | $46.2M | Reduce -22.1% |
| LOB Live Oak Bancshares Inc. | 0.47% | 1,123,910 | $45.9M | Reduce -5.8% |
| RBLX Roblox Corp. Class A | 0.47% | 841,776 | $45.8M | Reduce -49.9% |
| TLN Talen Energy Corp. | 0.47% | 118,335 | $45.5M | Reduce -1.5% |
| UTI Universal Technical Institut | 0.46% | 1,041,404 | $44.5M | Add +273.0% |
| SPOT Spotify Technology SA | 0.45% | 95,875 | $44.0M | Reduce -18.4% |
| ARX Accelerant Holdings Class A | 0.45% | 3,732,024 | $43.7M | Reduce -0.3% |
| FTAI Ftai Aviation Ltd. | 0.45% | 161,244 | $43.6M | Reduce -6.0% |
| GE General Electric filed as GE AEROSPACE | 0.44% | 113,237 | $42.3M | Reduce -2.9% |
| NKTR Nektar Therapeutics | 0.43% | 600,873 | $41.9M | Add +121.1% |
| BBIO Bridgebio Pharma Inc. | 0.42% | 548,926 | $40.9M | Add +30.6% |
| APPF Appfolio Inc. Class A | 0.41% | 250,264 | $40.1M | Reduce -5.7% |
| MLM Martin Marietta Materials | 0.41% | 68,114 | $39.3M | Reduce -1.5% |
| FRPT Freshpet Inc. | 0.38% | 625,953 | $37.0M | Reduce -22.6% |
| ON On Semiconductor | 0.38% | 387,473 | $36.6M | New |
| AERO Grupo Aeromexico Sab DE CV | 0.37% | 2,016,959 | $36.3M | Reduce -17.3% |
| TBN Tamboran Resources Corp. | 0.37% | 1,091,386 | $35.5M | Add +29.8% |
| SPCX Space Exploration Techn Class A | 0.36% | 202,295 | $34.6M | New |
| ARQT Arcutis Biotherapeutics Inc. | 0.36% | 1,313,211 | $34.4M | Reduce -69.5% |
| RMBS Rambus Inc. | 0.35% | 257,434 | $34.2M | New |
| CYTK Cytokinetics Inc. | 0.35% | 400,245 | $34.1M | Add +20.9% |
| ALHC Alignment Healthcare Inc. | 0.34% | 1,399,482 | $33.3M | Reduce -23.7% |
| SEI Solaris Energy Infrastructur | 0.33% | 402,996 | $32.4M | Reduce -1.2% |
| IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L | 0.33% | 1,209,591 | $31.7M | Reduce -0.3% |
| BE Bloom Energy Corp. Class A | 0.32% | 101,510 | $30.7M | Add +24.4% |
| TXRH Texas Roadhouse Inc. | 0.31% | 154,630 | $29.9M | Reduce -14.2% |
| LOAR Loar Holdings Inc. | 0.30% | 366,256 | $29.5M | Reduce -16.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 61,658 | $29.4M | Reduce -22.5% |
| ESTA Establishment Labs Holdings | 0.30% | 342,033 | $29.3M | Add +27.4% |
| SITE Siteone Landscape Supply Inc. | 0.30% | 255,521 | $29.2M | Add +6.3% |
| OSCR Oscar Health Inc. Class A | 0.29% | 1,001,982 | $28.6M | Reduce -6.8% |
| TDUP Thredup Inc. Class A | 0.29% | 4,147,133 | $28.4M | Add +74.6% |
| AAPL Apple Inc. | 0.29% | 97,955 | $28.3M | Add +23.9% |
| W Wayfair Inc. Class A | 0.29% | 299,898 | $27.7M | New |
| MSFT Microsoft Corp. | 0.28% | 73,222 | $27.3M | Reduce -5.9% |
| C Citigroup Inc. | 0.28% | 191,573 | $26.8M | Reduce -1.1% |
| TTAN Servicetitan Inc. Class A | 0.28% | 377,904 | $26.7M | Reduce -36.5% |
| KYMR Kymera Therapeutics Inc. | 0.27% | 229,053 | $26.3M | Reduce -2.7% |
| TDG Transdigm Group Inc. | 0.25% | 18,452 | $24.6M | Reduce -14.1% |
| QURE Uniqure NV | 0.25% | 530,979 | $24.5M | New |
| PTRN Pattern Group Inc. Class A | 0.24% | 928,703 | $23.4M | New |
| LGN Legence Corp. Class A | 0.23% | 258,691 | $22.0M | Add +29.9% |
| CALX Calix Inc. | 0.22% | 580,323 | $21.7M | Reduce -25.5% |
| GKOS Glaukos Corp. | 0.22% | 152,448 | $21.3M | Reduce -0.3% |
Portfolio Sells Q1 2026 → Q2 2026
| NFLX Netflix Inc. | Reduce -4.6% | 2.95% | −1.89 |
| SHAK Shake Shack Inc. Class A | Sold out | 0.00% | −1.23 |
| SHOP Shopify Inc. Class A | Reduce -14.8% | 2.16% | −0.90 |
| ARQT Arcutis Biotherapeutics Inc. | Reduce -69.5% | 0.36% | −0.86 |
| ISRG Intuitive Surgical Inc. | Reduce -9.6% | 1.67% | −0.82 |
| META Meta Platforms Inc. Class A | Reduce -12.4% | 2.01% | −0.70 |
| ECHO Echostar Corp. Class A | Reduce -22.2% | 0.96% | −0.69 |
| CBOE Cboe Global Markets Inc. | Sold out | 0.00% | −0.68 |
| RBLX Roblox Corp. Class A | Reduce -49.9% | 0.47% | −0.67 |
| QXO Qxo Inc. | Reduce -20.0% | 0.85% | −0.54 |
| ESLT Elbit Systems Ltd. | Reduce -21.5% | 0.69% | −0.45 |
| NTRA Natera Inc. | Reduce -34.1% | 1.40% | −0.42 |
| NYT New York Times Co. Class A | Reduce -1.3% | 0.97% | −0.40 |
| PLTR Palantir Technologies Inc. Class A | Reduce -70.0% | 0.10% | −0.38 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.38 |
| GAP The Gap Inc. | Reduce -0.3% | 0.71% | −0.36 |
| NVDA Nvidia Corp. | Reduce -5.1% | 4.96% | −0.34 |
| FNV Franco-Nevada Corp. | Reduce -8.0% | 0.67% | −0.33 |
| FIGR Figure Technology Solut Class A | Reduce -22.1% | 0.48% | −0.31 |
| ROKU Roku Inc. | Sold out | 0.00% | −0.31 |
| TSLA Tesla Inc. | Reduce -8.1% | 2.47% | −0.29 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -3.9% | 0.84% | −0.28 |
| TKO Tko Group Holdings Inc. | Reduce -4.9% | 1.12% | −0.25 |
| CALX Calix Inc. | Reduce -25.5% | 0.22% | −0.23 |
| AMZN Amazon.com Inc. | Reduce -3.9% | 4.14% | −0.23 |
| SPOT Spotify Technology SA | Reduce -18.4% | 0.45% | −0.23 |
| MELI MercadoLibre Inc. | Reduce -4.2% | 0.93% | −0.22 |
| FRPT Freshpet Inc. | Reduce -22.6% | 0.38% | −0.19 |
| NET Cloudflare Inc. Class A | Reduce -6.2% | 4.22% | −0.18 |
| TTAN Servicetitan Inc. Class A | Reduce -36.5% | 0.28% | −0.18 |
| POOL Pool Corp. | Reduce -16.4% | 0.52% | −0.16 |
| TOST Toast Inc. Class A | Reduce -2.8% | 1.14% | −0.16 |
| FIG Figma Inc. Class A | Reduce -87.6% | 0.02% | −0.15 |
| ARX Accelerant Holdings Class A | Reduce -0.3% | 0.45% | −0.15 |
| LPLA LPL Financial Holdings Inc. | Reduce -0.9% | 0.56% | −0.14 |
| OPCH Option Care Health Inc. | Reduce -30.1% | 0.12% | −0.14 |
| EMBJ Embraer SA-Spon ADR | Reduce -1.0% | 1.38% | −0.13 |
| GLW Corning Inc. | Reduce -68.9% | 0.10% | −0.10 |
| AEHR Aehr Test Systems | Reduce -77.5% | 0.10% | −0.10 |
| BRCB Black Rock Coffee Bar Inc. Class A | Sold out | 0.00% | −0.09 |
| APPF Appfolio Inc. Class A | Reduce -5.7% | 0.41% | −0.09 |
| MLM Martin Marietta Materials | Reduce -1.5% | 0.41% | −0.08 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.08 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.08 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -53.6% | 0.05% | −0.08 |
| FWRG First Watch Restaurant Group | Reduce -84.2% | 0.02% | −0.08 |
| WWD Woodward Inc. | Reduce -36.5% | 0.13% | −0.07 |
| KTOS Kratos Defense & Security | Reduce -1.1% | 0.10% | −0.07 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −0.07 |
| WRBY Warby Parker Inc. Class A | Reduce -84.4% | 0.02% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| INTC Intel Corp. | Add +67.7% | 1.26% | +0.98 |
| ARM Arm Holdings PLC-ADR | Add +13.0% | 1.69% | +0.95 |
| ACMR Acm Research Inc. Class A | Add +794.2% | 0.83% | +0.80 |
| ENPH Enphase Energy Inc. | Add +62.1% | 1.77% | +0.79 |
| DASH DoorDash Inc. Class A | Add +1017.2% | 0.68% | +0.63 |
| RTX RTX Corp. | New | 0.61% | +0.61 |
| AXON Axon Enterprise Inc. | New | 0.53% | +0.53 |
| CRWV Coreweave Inc. Class A | Add +890.5% | 0.55% | +0.50 |
| AFRM Affirm Holdings Inc. | Add +15.7% | 0.93% | +0.41 |
| ON On Semiconductor | New | 0.38% | +0.38 |
| SPCX Space Exploration Techn Class A | New | 0.36% | +0.36 |
| RMBS Rambus Inc. | New | 0.35% | +0.35 |
| PWR Quanta Services Inc. | Add +1.2% | 2.81% | +0.35 |
| UTI Universal Technical Institut | Add +273.0% | 0.46% | +0.34 |
| GOOGL Alphabet Inc. Class A | Add +12.5% | 1.99% | +0.34 |
| PRCH Porch Group Inc. | Add +5.0% | 0.68% | +0.32 |
| HOOD Robinhood Markets Inc. Class A | Add +0.9% | 1.51% | +0.31 |
| W Wayfair Inc. Class A | New | 0.29% | +0.29 |
| QURE Uniqure NV | New | 0.25% | +0.25 |
| PTRN Pattern Group Inc. Class A | New | 0.24% | +0.24 |
| VIA Via Transportation Inc. Class A | Add +67.1% | 0.48% | +0.20 |
| TDUP Thredup Inc. Class A | Add +74.6% | 0.29% | +0.20 |
| NKTR Nektar Therapeutics | Add +121.1% | 0.43% | +0.20 |
| BE Bloom Energy Corp. Class A | Add +24.4% | 0.32% | +0.18 |
| QCOM Qualcomm Inc. | New | 0.18% | +0.18 |
| GH Guardant Health Inc. | New | 0.16% | +0.16 |
| SNOW Snowflake Inc. | New | 0.15% | +0.15 |
| DRAM Roundhill Memory ETF | New | 0.14% | +0.14 |
| DPC DPC Holdings PLC | New | 0.13% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +2.6% | 1.57% | +0.13 |
| MANE Veradermics Inc. | New | 0.12% | +0.12 |
| ESTA Establishment Labs Holdings | Add +27.4% | 0.30% | +0.12 |
| REAL The Realreal Inc. | Add +1880.0% | 0.12% | +0.12 |
| AMBQ Ambiq Micro Inc. | Add +45.7% | 0.15% | +0.11 |
| EVER Everquote Inc. Class A | Add +518.2% | 0.11% | +0.10 |
| TTWO Take-Two Interactive Softwre | New | 0.10% | +0.10 |
| AVEX Aevex Corp. Class A | New | 0.09% | +0.09 |
| LGN Legence Corp. Class A | Add +29.9% | 0.23% | +0.09 |
| CYTK Cytokinetics Inc. | Add +20.9% | 0.35% | +0.09 |
| SKM SK Telecom Co. Ltd.-Spon ADR | New | 0.08% | +0.08 |
| RKLB Rocket Lab Corp. | Add +285.5% | 0.10% | +0.08 |
| MAMA Mama's Creations Inc. | Add +170.5% | 0.12% | +0.07 |
| JBL Jabil Inc. | New | 0.07% | +0.07 |
| LASR Nlight Inc. | Add +7.0% | 0.60% | +0.07 |
| BFLY Butterfly Network Inc. | Add +765.2% | 0.07% | +0.07 |
| ABNB Airbnb Inc. Class A | Add +12.9% | 0.71% | +0.07 |
| V Visa Inc. Class A | New | 0.06% | +0.06 |
| HUT Hut 8 Corp. | Add +23.4% | 0.09% | +0.06 |
| CLS Celestica Inc. | New | 0.05% | +0.05 |
| SIBN Si-Bone Inc. | Add +19.5% | 0.21% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 274 | $9.7B | NVDA, NET, AMZN, NFLX, PWR |
| Q1 2026 | 252 | $8.3B | NVDA, NFLX, NET, AMZN, SHOP |
| Q4 2025 | 250 | $9.5B | NVDA, AMZN, NFLX, SHOP, NET |
| Q3 2025 | 249 | $9.8B | NFLX, NVDA, AMZN, NET, SHOP |
| Q2 2025 | 238 | $9.4B | NFLX, NVDA, AMZN, NET, META |
| Q1 2025 | 233 | $7.7B | NFLX, AMZN, NVDA, META, ISRG |
| Q4 2024 | 254 | $9.3B | TSLA, NFLX, AMZN, NVDA, META |
| Q3 2024 | 250 | $8.4B | NVDA, AMZN, TSLA, NFLX, META |
| Q2 2024 | 251 | $8.0B | NVDA, AMZN, NFLX, TSLA, META |
| Q1 2024 | 257 | $8.0B | NVDA, AMZN, NFLX, META, TSLA |