Gilder Gagnon Howe & Co. LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Gilder Gagnon Howe & Co. LLC reported 257 stock positions worth $8.0 billion. Its top holding was Nvidia (NVDA) at 5.3% of the portfolio, followed by Amazon.com (AMZN, 4.6%) and Netflix (NFLX, 4.3%). Compared with Q4 2023, it opened 36 new positions, sold out of 29, added to 60 and reduced 159. The biggest buy was First Watch Restaurant (FWRG, shares +233%) and the biggest sale Tesla (TSLA, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0000902464
- Portfolio Value
- $8.0B (Q1 2024)
- SEC Filing
- 0001172661-24-002333 ↗ filed May 15, 2024
Holdings Value
Holdings 257 stocks · $8.0B
| NVDA Nvidia Corp. | 5.26% | 465,943 | $421.0M | Reduce -10.2% |
| AMZN Amazon.com Inc. | 4.60% | 2,039,897 | $368.0M | Reduce -1.1% |
| NFLX Netflix Inc. | 4.25% | 560,608 | $340.5M | Reduce -1.5% |
| META Meta Platforms Inc. Class A | 3.20% | 527,375 | $256.1M | Add +0.9% |
| TSLA Tesla Inc. | 3.13% | 1,424,184 | $250.4M | Reduce -10.2% |
| NET Cloudflare Inc. Class A | 2.86% | 2,362,091 | $228.7M | Reduce -3.7% |
| LLY Eli Lilly & Co. | 2.55% | 262,186 | $204.0M | Reduce -11.0% |
| FRPT Freshpet Inc. | 2.27% | 1,564,848 | $181.3M | Reduce -8.5% |
| DUOL Duolingo | 2.21% | 802,200 | $176.9M | Add +1.2% |
| ISRG Intuitive Surgical Inc. | 2.16% | 433,565 | $173.0M | Reduce -0.8% |
| MDB Mongodb Inc. | 2.14% | 477,837 | $171.4M | Reduce -0.4% |
| SHAK Shake Shack Inc. Class A | 2.14% | 1,645,232 | $171.2M | Reduce -3.5% |
| SWAV Shockwave Medical Inc. | 2.13% | 523,913 | $170.6M | Reduce -1.9% |
| HUBS HubSpot Inc. | 1.85% | 236,714 | $148.3M | Reduce -0.8% |
| APPF Appfolio Inc. Class A | 1.76% | 569,432 | $140.5M | Add +35.2% |
| POOL Pool Corp. | 1.57% | 310,802 | $125.4M | Reduce -2.8% |
| ANET Arista Networks Inc. | 1.46% | 402,950 | $116.8M | Reduce -2.0% |
| PCOR Procore Technologies Inc. | 1.43% | 1,390,387 | $114.2M | Add +7.1% |
| INTC Intel Corp. | 1.42% | 2,569,251 | $113.5M | Reduce -3.7% |
| DKS Dick's Sporting Goods Inc. | 1.41% | 500,540 | $112.6M | Reduce -7.2% |
| PWR Quanta Services Inc. | 1.40% | 431,702 | $112.2M | Reduce -3.6% |
| MSFT Microsoft Corp. | 1.39% | 263,492 | $110.9M | Add +4.0% |
| SHOP Shopify Inc. Class A | 1.27% | 1,312,816 | $101.3M | Reduce -7.4% |
| KNF Knife River Corp. | 1.22% | 1,205,567 | $97.7M | Add +4.8% |
| FND Floor & Decor Holdings Inc. Class A | 1.19% | 732,404 | $94.9M | Reduce -0.8% |
| NTRA Natera Inc. | 1.18% | 1,030,474 | $94.2M | Reduce -2.3% |
| ADBE Adobe Inc. | 1.12% | 177,418 | $89.5M | Reduce -1.8% |
| FWRG First Watch Restaurant Group | 1.10% | 3,574,014 | $88.0M | Add +232.6% |
| MELI MercadoLibre Inc. | 1.06% | 56,019 | $84.7M | Reduce -4.4% |
| GOOGL Alphabet Inc. Class A | 0.98% | 520,649 | $78.6M | Add +0.6% |
| ABNB Airbnb Inc. Class A | 0.93% | 449,547 | $74.2M | Reduce -10.3% |
| EPAM Epam Systems Inc. | 0.88% | 254,309 | $70.2M | Reduce -0.0% |
| RBLX Roblox Corp. Class A | 0.87% | 1,821,930 | $69.6M | Reduce -20.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.86% | 215,464 | $69.1M | Reduce -6.6% |
| TOST Toast Inc. Class A | 0.84% | 2,711,164 | $67.6M | Reduce -1.2% |
| DXCM Dexcom Inc. | 0.82% | 471,499 | $65.4M | Reduce -2.2% |
| GOOG Alphabet Inc. Class C | 0.81% | 424,740 | $64.7M | Add +1.3% |
| NYT New York Times Co. Class A | 0.79% | 1,467,986 | $63.4M | Reduce -1.4% |
| OSCR Oscar Health Inc. Class A | 0.78% | 4,221,516 | $62.8M | Add +49.1% |
| LPLA LPL Financial Holdings Inc. | 0.77% | 234,326 | $61.9M | Reduce -0.1% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.76% | 405,173 | $60.6M | Reduce -31.0% |
| INSP Inspire Medical Systems Inc. | 0.67% | 250,723 | $53.9M | Reduce -2.0% |
| GTLS Chart Industries Inc. | 0.67% | 324,526 | $53.5M | Reduce -2.1% |
| TKO Tko Group Holdings Inc. | 0.62% | 574,544 | $49.6M | New |
| PLTR Palantir Technologies Inc. Class A | 0.59% | 2,039,578 | $46.9M | New |
| XYZ Block Inc. | 0.58% | 550,883 | $46.6M | Reduce -0.1% |
| SFM Sprouts Farmers Market Inc. | 0.58% | 718,540 | $46.3M | Add +0.3% |
| BOOT Boot Barn Holdings Inc. | 0.58% | 485,595 | $46.2M | Add +0.1% |
| OPCH Option Care Health Inc. | 0.53% | 1,267,396 | $42.5M | Reduce -1.1% |
| MNDY Monday.com Ltd. | 0.53% | 186,537 | $42.1M | Add +78.3% |
| ARQT Arcutis Biotherapeutics Inc. | 0.52% | 4,234,951 | $42.0M | New |
| SPOT Spotify Technology SA | 0.50% | 150,809 | $39.8M | Add +121.4% |
| MQ Marqeta Inc. | 0.49% | 6,617,437 | $39.4M | Reduce -16.4% |
| GKOS Glaukos Corp. | 0.48% | 403,308 | $38.0M | Add +361.1% |
| SILV Silvercrest Metals Inc. | 0.47% | 5,637,463 | $37.5M | Reduce -8.8% |
| MLM Martin Marietta Materials | 0.44% | 57,482 | $35.3M | Reduce -5.8% |
| ONEW Onewater Marine Inc. Class A | 0.43% | 1,229,207 | $34.6M | Add +27.6% |
| ARM Arm Holdings PLC-ADR | 0.41% | 265,436 | $33.2M | Add +387.8% |
| NOW ServiceNow Inc. | 0.41% | 43,492 | $33.2M | Add +3.4% |
| GLOB Globant SA | 0.40% | 158,898 | $32.1M | Reduce -1.0% |
| TNDM Tandem Diabetes Care Inc. | 0.40% | 897,388 | $31.8M | Add +4864.5% |
| ELF Elf Beauty Inc. | 0.39% | 157,217 | $30.8M | Reduce -4.0% |
| SPNT Siriuspoint Ltd. | 0.38% | 2,401,433 | $30.5M | Reduce -1.0% |
| MU Micron Technology Inc. | 0.38% | 257,722 | $30.4M | New |
| SITE Siteone Landscape Supply Inc. | 0.38% | 172,846 | $30.2M | Reduce -2.3% |
| CNM Core & Main Inc. Class A | 0.36% | 509,572 | $29.2M | Add +50.3% |
| COUR Coursera Inc. | 0.36% | 2,063,478 | $28.9M | Add +16.8% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.36% | 438,552 | $28.7M | Reduce -37.5% |
| WSC Willscot Holdings Corp. | 0.35% | 607,784 | $28.3M | Reduce -0.6% |
| LGIH Lgi Homes Inc. | 0.35% | 240,923 | $28.0M | Reduce -6.1% |
| QTRX Quanterix Corp. | 0.35% | 1,173,918 | $27.7M | Reduce -2.4% |
| GTLB Gitlab Inc. Class A | 0.32% | 435,264 | $25.4M | Add +41.2% |
| BNTX Biontech SE-ADR | 0.32% | 274,748 | $25.3M | Reduce -23.6% |
| SDHC Smith Douglas Homes Corp. | 0.31% | 838,649 | $24.9M | New |
| MGY Magnolia Oil & Gas Corp. Class A | 0.31% | 948,113 | $24.6M | Reduce -5.8% |
| DNLI Denali Therapeutics Inc. | 0.30% | 1,172,785 | $24.1M | Reduce -3.8% |
| RXST Rxsight Inc. | 0.30% | 458,525 | $23.7M | Add +201.6% |
| TBBB BBB Foods Inc. Class A | 0.28% | 958,555 | $22.8M | New |
| ASAN Asana Inc. Class A | 0.28% | 1,459,613 | $22.6M | Add +9.9% |
| LNTH Lantheus Holdings Inc. | 0.28% | 360,128 | $22.4M | Reduce -0.6% |
| CB Chubb Ltd. | 0.28% | 85,345 | $22.1M | Add +0.7% |
| CALX Calix Inc. | 0.27% | 662,146 | $22.0M | Reduce -57.3% |
| IBN Icici Bank Ltd.-Spon ADR | 0.27% | 821,342 | $21.7M | Reduce -3.7% |
| COCO The Vita Coco Co. Inc. | 0.26% | 857,875 | $21.0M | Reduce -34.8% |
| MA Mastercard Inc. Class A | 0.25% | 40,857 | $19.7M | Reduce -21.9% |
| SG Sweetgreen Inc. Class A | 0.24% | 775,479 | $19.6M | Add +357.9% |
| CBOE Cboe Global Markets Inc. | 0.24% | 106,280 | $19.5M | Add +24.0% |
| IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L | 0.24% | 1,423,030 | $19.3M | Reduce -3.8% |
| TXG 10X Genomics Inc. Class A | 0.24% | 504,174 | $18.9M | Add +0.3% |
| BRBR Bellring Brands Inc. | 0.23% | 318,399 | $18.8M | New |
| MSGS Madison Square Garden Sports | 0.23% | 101,099 | $18.7M | Add +0.8% |
| PANW Palo Alto Networks Inc. | 0.23% | 65,631 | $18.6M | Reduce -15.7% |
| TDG Transdigm Group Inc. | 0.23% | 14,917 | $18.4M | Reduce -1.1% |
| ROKU Roku Inc. | 0.23% | 279,014 | $18.2M | Reduce -1.6% |
| DDOG Datadog Inc. Class A | 0.23% | 147,040 | $18.2M | Add +47.5% |
| ENPH Enphase Energy Inc. | 0.20% | 132,741 | $16.1M | Reduce -17.9% |
| TEAM Atlassian Corp. Class A | 0.19% | 77,910 | $15.2M | Reduce -5.5% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.19% | 167,931 | $14.9M | Reduce -0.2% |
| AMT American Tower Corp. | 0.18% | 74,050 | $14.6M | Reduce -0.6% |
| LIND Lindblad Expeditions Holding | 0.18% | 1,549,156 | $14.5M | Reduce -18.3% |
Portfolio Sells Q4 2023 → Q1 2024
| TSLA Tesla Inc. | Reduce -10.2% | 3.13% | −2.28 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -31.0% | 0.76% | −0.79 |
| EDR Endeavor Group Hold Class A | Sold out | 0.00% | −0.73 |
| DE Deere & Co. | Sold out | 0.00% | −0.68 |
| CALX Calix Inc. | Reduce -57.3% | 0.27% | −0.66 |
| RBLX Roblox Corp. Class A | Reduce -20.0% | 0.87% | −0.56 |
| MDB Mongodb Inc. | Reduce -0.4% | 2.14% | −0.55 |
| SNOW Snowflake Inc. | Reduce -99.0% | 0.00% | −0.45 |
| INTC Intel Corp. | Reduce -3.7% | 1.42% | −0.42 |
| MYRG MYR Group Inc./Delaware | Sold out | 0.00% | −0.37 |
| ADBE Adobe Inc. | Reduce -1.8% | 1.12% | −0.36 |
| ZM Zoom Communications Inc. | Reduce -37.5% | 0.36% | −0.33 |
| TRUP Trupanion Inc. | Sold out | 0.00% | −0.30 |
| MQ Marqeta Inc. | Reduce -16.4% | 0.49% | −0.27 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.26 |
| CAE Cae Inc. | Reduce -57.1% | 0.15% | −0.26 |
| SHOP Shopify Inc. Class A | Reduce -7.4% | 1.27% | −0.25 |
| NYT New York Times Co. Class A | Reduce -1.4% | 0.79% | −0.21 |
| MELI MercadoLibre Inc. | Reduce -4.4% | 1.06% | −0.21 |
| BNTX Biontech SE-ADR | Reduce -23.6% | 0.32% | −0.20 |
| COCO The Vita Coco Co. Inc. | Reduce -34.8% | 0.26% | −0.20 |
| POOL Pool Corp. | Reduce -2.8% | 1.57% | −0.18 |
| MKTX Marketaxess Holdings Inc. | Reduce -87.5% | 0.02% | −0.16 |
| DEC Diversified Energy Co. PLC | Sold out | 0.00% | −0.16 |
| EPAM Epam Systems Inc. | Reduce -0.0% | 0.88% | −0.16 |
| SSTI Soundthinking Inc. | Reduce -27.5% | 0.10% | −0.15 |
| OKTA Okta Inc. | Reduce -48.0% | 0.16% | −0.14 |
| ROKU Roku Inc. | Reduce -1.6% | 0.23% | −0.13 |
| EXAS Exact Sciences Corp. | Reduce -83.5% | 0.02% | −0.13 |
| GLOB Globant SA | Reduce -1.0% | 0.40% | −0.12 |
| LGIH Lgi Homes Inc. | Reduce -6.1% | 0.35% | −0.12 |
| AAPL Apple Inc. | Reduce -27.9% | 0.16% | −0.11 |
| LIND Lindblad Expeditions Holding | Reduce -18.3% | 0.18% | −0.11 |
| QTRX Quanterix Corp. | Reduce -2.4% | 0.35% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -72.8% | 0.04% | −0.10 |
| ENPH Enphase Energy Inc. | Reduce -17.9% | 0.20% | −0.09 |
| VLRS Controladora Vuela Cia-ADR | Reduce -11.7% | 0.16% | −0.09 |
| SILV Silvercrest Metals Inc. | Reduce -8.8% | 0.47% | −0.09 |
| LULU Lululemon Athletica Inc. | Reduce -2.4% | 0.18% | −0.08 |
| PANW Palo Alto Networks Inc. | Reduce -15.7% | 0.23% | −0.08 |
| BIIB Biogen Inc. | Reduce -12.5% | 0.16% | −0.08 |
| HCP Hashicorp Inc. Class A | Reduce -71.6% | 0.03% | −0.08 |
| HDB HDFC Bank Ltd.-ADR | Reduce -11.4% | 0.16% | −0.08 |
| ENVX Enovix Corp. | Reduce -24.7% | 0.06% | −0.08 |
| TEAM Atlassian Corp. Class A | Reduce -5.5% | 0.19% | −0.08 |
| PENN Penn Entertainment Inc. | Reduce -94.0% | 0.00% | −0.08 |
| KVYO Klaviyo Inc. Class A | Sold out | 0.00% | −0.06 |
| CFLT Confluent Inc. Class A | Reduce -61.9% | 0.05% | −0.06 |
| FRSH Freshworks Inc. Class A | Reduce -27.6% | 0.06% | −0.06 |
| OPCH Option Care Health Inc. | Reduce -1.1% | 0.53% | −0.06 |
Portfolio Buys Q4 2023 → Q1 2024
| FWRG First Watch Restaurant Group | Add +232.6% | 1.10% | +0.80 |
| APPF Appfolio Inc. Class A | Add +35.2% | 1.76% | +0.75 |
| META Meta Platforms Inc. Class A | Add +0.9% | 3.20% | +0.66 |
| TKO Tko Group Holdings Inc. | New | 0.62% | +0.62 |
| PLTR Palantir Technologies Inc. Class A | New | 0.59% | +0.59 |
| ARQT Arcutis Biotherapeutics Inc. | New | 0.52% | +0.52 |
| OSCR Oscar Health Inc. Class A | Add +49.1% | 0.78% | +0.43 |
| TNDM Tandem Diabetes Care Inc. | Add +4864.5% | 0.40% | +0.39 |
| GKOS Glaukos Corp. | Add +361.1% | 0.48% | +0.38 |
| MU Micron Technology Inc. | New | 0.38% | +0.38 |
| ARM Arm Holdings PLC-ADR | Add +387.8% | 0.41% | +0.36 |
| SPOT Spotify Technology SA | Add +121.4% | 0.50% | +0.32 |
| SDHC Smith Douglas Homes Corp. | New | 0.31% | +0.31 |
| TBBB BBB Foods Inc. Class A | New | 0.28% | +0.28 |
| MNDY Monday.com Ltd. | Add +78.3% | 0.53% | +0.26 |
| BRBR Bellring Brands Inc. | New | 0.23% | +0.23 |
| SG Sweetgreen Inc. Class A | Add +357.9% | 0.24% | +0.22 |
| RXST Rxsight Inc. | Add +201.6% | 0.30% | +0.21 |
| PCOR Procore Technologies Inc. | Add +7.1% | 1.43% | +0.19 |
| CNM Core & Main Inc. Class A | Add +50.3% | 0.36% | +0.18 |
| KNF Knife River Corp. | Add +4.8% | 1.22% | +0.18 |
| CSGP Costar Group Inc. | New | 0.17% | +0.17 |
| MDGL Madrigal Pharmaceuticals Inc. | New | 0.13% | +0.13 |
| ACCD Accolade Inc. | New | 0.12% | +0.12 |
| SFM Sprouts Farmers Market Inc. | Add +0.3% | 0.58% | +0.11 |
| MMYT Makemytrip Ltd. | New | 0.10% | +0.10 |
| MUSA Murphy USA Inc. | New | 0.10% | +0.10 |
| MSFT Microsoft Corp. | Add +4.0% | 1.39% | +0.08 |
| FROG Jfrog Ltd. | New | 0.07% | +0.07 |
| IVVD Invivyd Inc. | New | 0.07% | +0.07 |
| KYMR Kymera Therapeutics Inc. | New | 0.07% | +0.07 |
| BOOT Boot Barn Holdings Inc. | Add +0.1% | 0.58% | +0.07 |
| DDOG Datadog Inc. Class A | Add +47.5% | 0.23% | +0.06 |
| TXRH Texas Roadhouse Inc. | Add +88.3% | 0.11% | +0.06 |
| GTLB Gitlab Inc. Class A | Add +41.2% | 0.32% | +0.05 |
| WRBY Warby Parker Inc. Class A | Add +84.2% | 0.11% | +0.04 |
| IRTC Irhythm Holdings Inc. | Add +124.7% | 0.07% | +0.04 |
| FTAI Ftai Aviation Ltd. | New | 0.03% | +0.03 |
| CBOE Cboe Global Markets Inc. | Add +24.0% | 0.24% | +0.03 |
| GE General Electric | Add +1.2% | 0.12% | +0.03 |
| MDT Medtronic PLC | New | 0.02% | +0.02 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.02% | +0.02 |
| GDRX Goodrx Holdings Inc. Class A | New | 0.02% | +0.02 |
| FIP Ftai Infrastructure Inc. | New | 0.02% | +0.02 |
| HIMS Hims & Hers Health Inc. | Add +8.0% | 0.04% | +0.02 |
| CB Chubb Ltd. | Add +0.7% | 0.28% | +0.01 |
| DASH DoorDash Inc. Class A | Add +35.7% | 0.03% | +0.01 |
| AZEK The Azek Co. Inc. | New | 0.01% | +0.01 |
| NARI Inari Medical Inc. | New | 0.01% | +0.01 |
| STOK Stoke Therapeutics Inc. | Add +44.2% | 0.02% | +0.01 |
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 |