Gilder Gagnon Howe & Co. LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Gilder Gagnon Howe & Co. LLC reported 251 stock positions worth $8.0 billion. Its top holding was Nvidia (NVDA) at 5.6% of the portfolio, followed by Amazon.com (AMZN, 4.9%) and Netflix (NFLX, 4.5%). Compared with Q1 2024, it opened 29 new positions, sold out of 36, added to 71 and reduced 150. The biggest buy was a new position in Boston Scientific (BSX) and the biggest sale an exit from Shockwave Medical (SWAV).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0000902464
- Portfolio Value
- $8.0B (Q2 2024)
- SEC Filing
- 0001172661-24-003379 ↗ filed Aug 14, 2024
Holdings Value
Holdings 251 stocks · $8.0B
| NVDA Nvidia Corp. | 5.57% | 3,598,379 | $444.5M | Reduce -22.8% |
| AMZN Amazon.com Inc. | 4.95% | 2,042,712 | $394.8M | Add +0.1% |
| NFLX Netflix Inc. | 4.47% | 528,199 | $356.5M | Reduce -5.8% |
| TSLA Tesla Inc. | 3.55% | 1,433,534 | $283.7M | Add +0.7% |
| META Meta Platforms Inc. Class A | 3.30% | 522,675 | $263.5M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 2.86% | 251,747 | $227.9M | Reduce -4.0% |
| ISRG Intuitive Surgical Inc. | 2.64% | 473,251 | $210.5M | Add +9.2% |
| FRPT Freshpet Inc. | 2.52% | 1,554,701 | $201.2M | Reduce -0.7% |
| NET Cloudflare Inc. Class A | 2.42% | 2,331,304 | $193.1M | Reduce -1.3% |
| DUOL Duolingo | 2.05% | 782,842 | $163.4M | Reduce -2.4% |
| NTRA Natera Inc. | 1.88% | 1,383,970 | $149.9M | Add +34.3% |
| SHAK Shake Shack Inc. Class A | 1.77% | 1,566,828 | $141.0M | Reduce -4.8% |
| ANET Arista Networks Inc. | 1.74% | 397,269 | $139.2M | Reduce -1.4% |
| HUBS HubSpot Inc. | 1.73% | 234,201 | $138.1M | Reduce -1.1% |
| APPF Appfolio Inc. Class A | 1.72% | 559,996 | $137.0M | Reduce -1.7% |
| MSFT Microsoft Corp. | 1.43% | 254,645 | $113.8M | Reduce -3.4% |
| PWR Quanta Services Inc. | 1.41% | 441,767 | $112.2M | Add +2.3% |
| MDB Mongodb Inc. | 1.39% | 443,032 | $110.7M | Reduce -7.3% |
| DKS Dick's Sporting Goods Inc. | 1.31% | 485,611 | $104.3M | Reduce -3.0% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.21% | 398,616 | $96.9M | Reduce -1.6% |
| MELI MercadoLibre Inc. | 1.20% | 58,399 | $96.0M | Add +4.3% |
| POOL Pool Corp. | 1.19% | 308,997 | $95.0M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 1.18% | 517,808 | $94.3M | Reduce -0.6% |
| ADBE Adobe Inc. | 1.16% | 166,848 | $92.7M | Reduce -6.0% |
| TOST Toast Inc. Class A | 1.11% | 3,443,558 | $88.7M | Add +27.0% |
| PCOR Procore Technologies Inc. | 1.11% | 1,334,482 | $88.5M | Reduce -4.0% |
| BSX Boston Scientific Corp. | 1.09% | 1,128,740 | $86.9M | New |
| SHOP Shopify Inc. Class A | 1.09% | 1,313,304 | $86.7M | Add +0.0% |
| KNF Knife River Corp. | 1.04% | 1,188,149 | $83.3M | Reduce -1.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.99% | 205,246 | $78.6M | Reduce -4.7% |
| ABNB Airbnb Inc. Class A | 0.97% | 510,316 | $77.4M | Add +13.5% |
| GKOS Glaukos Corp. | 0.94% | 633,938 | $75.0M | Add +57.2% |
| OSCR Oscar Health Inc. Class A | 0.94% | 4,734,738 | $74.9M | Add +12.2% |
| GOOG Alphabet Inc. Class C | 0.93% | 406,725 | $74.6M | Reduce -4.2% |
| FND Floor & Decor Holdings Inc. Class A | 0.92% | 736,871 | $73.3M | Add +0.6% |
| NYT New York Times Co. Class A | 0.89% | 1,391,035 | $71.2M | Reduce -5.2% |
| LPLA LPL Financial Holdings Inc. | 0.82% | 233,727 | $65.3M | Reduce -0.3% |
| TBBB BBB Foods Inc. Class A | 0.80% | 2,661,371 | $63.5M | Add +177.6% |
| BOOT Boot Barn Holdings Inc. | 0.78% | 483,419 | $62.3M | Reduce -0.5% |
| TKO Tko Group Holdings Inc. | 0.77% | 571,330 | $61.7M | Reduce -0.6% |
| RBLX Roblox Corp. Class A | 0.75% | 1,614,428 | $60.1M | Reduce -11.4% |
| EPAM Epam Systems Inc. | 0.73% | 309,139 | $58.2M | Add +21.6% |
| SFM Sprouts Farmers Market Inc. | 0.70% | 666,186 | $55.7M | Reduce -7.3% |
| FWRG First Watch Restaurant Group | 0.67% | 3,067,959 | $53.9M | Reduce -14.2% |
| EMBJ Embraer SA-Spon ADR | 0.67% | 2,077,837 | $53.6M | New |
| SPOT Spotify Technology SA | 0.66% | 168,078 | $52.7M | Add +11.4% |
| ARM Arm Holdings PLC-ADR | 0.66% | 319,921 | $52.3M | Add +20.5% |
| PLTR Palantir Technologies Inc. Class A | 0.65% | 2,050,238 | $51.9M | Add +0.5% |
| DXCM Dexcom Inc. | 0.62% | 439,386 | $49.8M | Reduce -6.8% |
| TNDM Tandem Diabetes Care Inc. | 0.52% | 1,028,633 | $41.4M | Add +14.6% |
| GTLS Chart Industries Inc. | 0.47% | 261,988 | $37.8M | Reduce -19.3% |
| MU Micron Technology Inc. | 0.47% | 287,251 | $37.8M | Add +11.5% |
| DDOG Datadog Inc. Class A | 0.47% | 288,457 | $37.4M | Add +96.2% |
| SILV Silvercrest Metals Inc. | 0.47% | 4,569,660 | $37.2M | Reduce -18.9% |
| MNDY Monday.com Ltd. | 0.47% | 154,572 | $37.2M | Reduce -17.1% |
| RXST Rxsight Inc. | 0.46% | 605,462 | $36.4M | Add +32.0% |
| RIVN Rivian Automotive Inc. Class A | 0.45% | 2,671,318 | $35.8M | New |
| ONEW Onewater Marine Inc. Class A | 0.45% | 1,292,427 | $35.6M | Add +5.1% |
| XYZ Block Inc. | 0.44% | 548,415 | $35.4M | Reduce -0.5% |
| MQ Marqeta Inc. | 0.44% | 6,348,060 | $34.8M | Reduce -4.1% |
| OPCH Option Care Health Inc. | 0.43% | 1,242,978 | $34.4M | Reduce -1.9% |
| WRBY Warby Parker Inc. Class A | 0.43% | 2,140,452 | $34.4M | Add +221.0% |
| NOW ServiceNow Inc. | 0.42% | 42,818 | $33.7M | Reduce -1.6% |
| ARQT Arcutis Biotherapeutics Inc. | 0.42% | 3,616,532 | $33.6M | Reduce -14.6% |
| INSP Inspire Medical Systems Inc. | 0.40% | 240,661 | $32.2M | Reduce -4.0% |
| ELF Elf Beauty Inc. | 0.40% | 152,560 | $32.1M | Reduce -3.0% |
| SG Sweetgreen Inc. Class A | 0.38% | 1,018,113 | $30.7M | Add +31.3% |
| LOAR Loar Holdings Inc. | 0.37% | 551,813 | $29.5M | New |
| CBOE Cboe Global Markets Inc. | 0.37% | 173,120 | $29.4M | Add +62.9% |
| MLM Martin Marietta Materials | 0.37% | 54,328 | $29.4M | Reduce -5.5% |
| SPNT Siriuspoint Ltd. | 0.36% | 2,384,328 | $29.1M | Reduce -0.7% |
| LNTH Lantheus Holdings Inc. | 0.36% | 357,796 | $28.7M | Reduce -0.7% |
| CALX Calix Inc. | 0.36% | 807,226 | $28.6M | Add +21.9% |
| INTC Intel Corp. | 0.35% | 911,276 | $28.2M | Reduce -64.5% |
| RBRK Rubrik Inc. Class A | 0.33% | 867,930 | $26.6M | New |
| GLOB Globant SA | 0.33% | 145,807 | $26.0M | Reduce -8.2% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.32% | 432,606 | $25.6M | Reduce -1.4% |
| CNM Core & Main Inc. Class A | 0.31% | 500,395 | $24.5M | Reduce -1.8% |
| GAP The Gap Inc. | 0.29% | 965,677 | $23.1M | New |
| TXRH Texas Roadhouse Inc. | 0.29% | 133,825 | $23.0M | Add +136.6% |
| IBN Icici Bank Ltd.-Spon ADR | 0.29% | 794,790 | $22.9M | Reduce -3.2% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.28% | 891,741 | $22.6M | Reduce -6.0% |
| WSC Willscot Holdings Corp. | 0.28% | 593,618 | $22.3M | Reduce -2.3% |
| BNTX Biontech SE-ADR | 0.28% | 277,298 | $22.3M | Add +0.9% |
| BRBR Bellring Brands Inc. | 0.28% | 386,297 | $22.1M | Add +21.3% |
| CB Chubb Ltd. | 0.27% | 83,708 | $21.4M | Reduce -1.9% |
| LGIH Lgi Homes Inc. | 0.26% | 236,011 | $21.1M | Reduce -2.0% |
| COCO The Vita Coco Co. Inc. | 0.26% | 756,187 | $21.1M | Reduce -11.8% |
| SITE Siteone Landscape Supply Inc. | 0.26% | 167,915 | $20.4M | Reduce -2.9% |
| SDHC Smith Douglas Homes Corp. | 0.24% | 830,430 | $19.4M | Reduce -1.0% |
| IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L | 0.23% | 1,337,281 | $18.7M | Reduce -6.0% |
| MSGS Madison Square Garden Sports | 0.23% | 98,337 | $18.5M | Reduce -2.7% |
| ASAN Asana Inc. Class A | 0.23% | 1,321,212 | $18.5M | Reduce -9.5% |
| TDG Transdigm Group Inc. | 0.23% | 14,382 | $18.4M | Reduce -3.6% |
| MA Mastercard Inc. Class A | 0.21% | 37,879 | $16.7M | Reduce -7.3% |
| ROKU Roku Inc. | 0.21% | 276,874 | $16.6M | Reduce -0.8% |
| HDB HDFC Bank Ltd.-ADR | 0.21% | 257,829 | $16.6M | Add +10.5% |
| PHAT Phathom Pharmaceuticals Inc. | 0.19% | 1,472,259 | $15.2M | Add +44.7% |
| COUR Coursera Inc. | 0.19% | 2,065,487 | $14.8M | Add +0.1% |
| AMT American Tower Corp. | 0.18% | 73,821 | $14.3M | Reduce -0.3% |
Portfolio Sells Q1 2024 → Q2 2024
| SWAV Shockwave Medical Inc. | Sold out | 0.00% | −2.13 |
| INTC Intel Corp. | Reduce -64.5% | 0.35% | −1.06 |
| MDB Mongodb Inc. | Reduce -7.3% | 1.39% | −0.75 |
| NET Cloudflare Inc. Class A | Reduce -1.3% | 2.42% | −0.44 |
| FWRG First Watch Restaurant Group | Reduce -14.2% | 0.67% | −0.42 |
| POOL Pool Corp. | Reduce -0.6% | 1.19% | −0.38 |
| SHAK Shake Shack Inc. Class A | Reduce -4.8% | 1.77% | −0.37 |
| PCOR Procore Technologies Inc. | Reduce -4.0% | 1.11% | −0.32 |
| DNLI Denali Therapeutics Inc. | Sold out | 0.00% | −0.30 |
| INSP Inspire Medical Systems Inc. | Reduce -4.0% | 0.40% | −0.27 |
| GTLB Gitlab Inc. Class A | Reduce -75.2% | 0.07% | −0.25 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.23 |
| TXG 10X Genomics Inc. Class A | Reduce -95.2% | 0.01% | −0.23 |
| GTLS Chart Industries Inc. | Reduce -19.3% | 0.47% | −0.19 |
| DXCM Dexcom Inc. | Reduce -6.8% | 0.62% | −0.19 |
| QTRX Quanterix Corp. | Reduce -20.5% | 0.15% | −0.19 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.18 |
| KNF Knife River Corp. | Reduce -1.4% | 1.04% | −0.18 |
| DUOL Duolingo | Reduce -2.4% | 2.05% | −0.16 |
| VLRS Controladora Vuela Cia-ADR | Sold out | 0.00% | −0.16 |
| CAE Cae Inc. | Sold out | 0.00% | −0.15 |
| XYZ Block Inc. | Reduce -0.5% | 0.44% | −0.14 |
| HUBS HubSpot Inc. | Reduce -1.1% | 1.73% | −0.12 |
| SITE Siteone Landscape Supply Inc. | Reduce -2.9% | 0.26% | −0.12 |
| ACCD Accolade Inc. | Sold out | 0.00% | −0.12 |
| SPT Sprout Social Inc. Class A | Sold out | 0.00% | −0.12 |
| RBLX Roblox Corp. Class A | Reduce -11.4% | 0.75% | −0.12 |
| LIND Lindblad Expeditions Holding | Reduce -65.0% | 0.07% | −0.11 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.11 |
| ARQT Arcutis Biotherapeutics Inc. | Reduce -14.6% | 0.42% | −0.10 |
| GDX Vaneck Gold Miners ETF | Reduce -97.7% | 0.00% | −0.10 |
| MCD McDonald's Corp. | Reduce -56.1% | 0.07% | −0.10 |
| OPCH Option Care Health Inc. | Reduce -1.9% | 0.43% | −0.10 |
| DKS Dick's Sporting Goods Inc. | Reduce -3.0% | 1.31% | −0.10 |
| LGIH Lgi Homes Inc. | Reduce -2.0% | 0.26% | −0.09 |
| GLOB Globant SA | Reduce -8.2% | 0.33% | −0.08 |
| WSC Willscot Holdings Corp. | Reduce -2.3% | 0.28% | −0.07 |
| ARVN Arvinas Inc. | Reduce -12.2% | 0.10% | −0.07 |
| MLM Martin Marietta Materials | Reduce -5.5% | 0.37% | −0.07 |
| GTX Garrett Motion Inc. | Reduce -48.6% | 0.06% | −0.07 |
| IVVD Invivyd Inc. | Reduce -98.6% | 0.00% | −0.07 |
| SDHC Smith Douglas Homes Corp. | Reduce -1.0% | 0.24% | −0.07 |
| SDRL Seadrill Limited | Reduce -91.0% | 0.01% | −0.07 |
| FRSH Freshworks Inc. Class A | Sold out | 0.00% | −0.06 |
| MNDY Monday.com Ltd. | Reduce -17.1% | 0.47% | −0.06 |
| CNM Core & Main Inc. Class A | Reduce -1.8% | 0.31% | −0.06 |
| MQ Marqeta Inc. | Reduce -4.1% | 0.44% | −0.06 |
| HRI Herc Holdings Inc. | Sold out | 0.00% | −0.06 |
| CRM Salesforce Inc. | Reduce -48.5% | 0.04% | −0.05 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.05 |
Portfolio Buys Q1 2024 → Q2 2024
| BSX Boston Scientific Corp. | New | 1.09% | +1.09 |
| NTRA Natera Inc. | Add +34.3% | 1.88% | +0.70 |
| EMBJ Embraer SA-Spon ADR | New | 0.67% | +0.67 |
| TBBB BBB Foods Inc. Class A | Add +177.6% | 0.80% | +0.51 |
| ISRG Intuitive Surgical Inc. | Add +9.2% | 2.64% | +0.48 |
| GKOS Glaukos Corp. | Add +57.2% | 0.94% | +0.46 |
| RIVN Rivian Automotive Inc. Class A | New | 0.45% | +0.45 |
| TSLA Tesla Inc. | Add +0.7% | 3.55% | +0.43 |
| LOAR Loar Holdings Inc. | New | 0.37% | +0.37 |
| AMZN Amazon.com Inc. | Add +0.1% | 4.95% | +0.35 |
| RBRK Rubrik Inc. Class A | New | 0.33% | +0.33 |
| WRBY Warby Parker Inc. Class A | Add +221.0% | 0.43% | +0.32 |
| GAP The Gap Inc. | New | 0.29% | +0.29 |
| TOST Toast Inc. Class A | Add +27.0% | 1.11% | +0.27 |
| DDOG Datadog Inc. Class A | Add +96.2% | 0.47% | +0.24 |
| ARM Arm Holdings PLC-ADR | Add +20.5% | 0.66% | +0.24 |
| TXRH Texas Roadhouse Inc. | Add +136.6% | 0.29% | +0.18 |
| SPOT Spotify Technology SA | Add +11.4% | 0.66% | +0.16 |
| RXST Rxsight Inc. | Add +32.0% | 0.46% | +0.16 |
| OSCR Oscar Health Inc. Class A | Add +12.2% | 0.94% | +0.15 |
| BV Brightview Holdings Inc. | New | 0.15% | +0.15 |
| MELI MercadoLibre Inc. | Add +4.3% | 1.20% | +0.14 |
| SG Sweetgreen Inc. Class A | Add +31.3% | 0.38% | +0.14 |
| CBOE Cboe Global Markets Inc. | Add +62.9% | 0.37% | +0.12 |
| TNDM Tandem Diabetes Care Inc. | Add +14.6% | 0.52% | +0.12 |
| IRTC Irhythm Holdings Inc. | Add +174.8% | 0.17% | +0.10 |
| CARG Cargurus Inc. | New | 0.09% | +0.09 |
| MU Micron Technology Inc. | Add +11.5% | 0.47% | +0.09 |
| CPNG Coupang Inc. | New | 0.09% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.09% | +0.09 |
| ASPN Aspen Aerogels Inc. | New | 0.09% | +0.09 |
| CALX Calix Inc. | Add +21.9% | 0.36% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +0.5% | 0.65% | +0.06 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +266.3% | 0.08% | +0.06 |
| PHAT Phathom Pharmaceuticals Inc. | Add +44.7% | 0.19% | +0.06 |
| OXY Occidental Petroleum Corp. | New | 0.05% | +0.05 |
| HDB HDFC Bank Ltd.-ADR | Add +10.5% | 0.21% | +0.04 |
| ABNB Airbnb Inc. Class A | Add +13.5% | 0.97% | +0.04 |
| BRBR Bellring Brands Inc. | Add +21.3% | 0.28% | +0.04 |
| CEG Constellation Energy | New | 0.03% | +0.03 |
| BOW Bowhead Specialty Holdings I | New | 0.03% | +0.03 |
| RDNT Radnet Inc. | New | 0.03% | +0.03 |
| SITM Sitime Corp. | Add +0.0% | 0.12% | +0.03 |
| GRND Grindr Inc. | Add +251.4% | 0.04% | +0.03 |
| SNOW Snowflake Inc. | Add +837.4% | 0.03% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +452.5% | 0.03% | +0.02 |
| PHR Phreesia Inc. | New | 0.02% | +0.02 |
| FIP Ftai Infrastructure Inc. | Add +70.3% | 0.04% | +0.02 |
| FTAI Ftai Aviation Ltd. | Add +0.1% | 0.05% | +0.02 |
| APLD Applied Digital Corp. | New | 0.02% | +0.02 |
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 |