Gilder Gagnon Howe & Co. LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Gilder Gagnon Howe & Co. LLC reported 254 stock positions worth $9.3 billion. Its top holding was Tesla (TSLA) at 6.0% of the portfolio, followed by Netflix (NFLX, 4.8%) and Amazon.com (AMZN, 4.7%). Compared with Q3 2024, it opened 28 new positions, sold out of 24, added to 73 and reduced 150. The biggest buy was Gap (GAP, shares +255%) and the biggest sale Eli Lilly (LLY, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0000902464
- Portfolio Value
- $9.3B (Q4 2024)
- SEC Filing
- 0001172661-25-001056 ↗ filed Feb 14, 2025
Holdings Value
Holdings 254 stocks · $9.3B
| TSLA Tesla Inc. | 6.01% | 1,380,327 | $557.4M | Reduce -2.3% |
| NFLX Netflix Inc. | 4.83% | 502,434 | $447.8M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 4.75% | 2,007,120 | $440.3M | Reduce -3.7% |
| NVDA Nvidia Corp. | 4.72% | 3,260,071 | $437.8M | Reduce -4.3% |
| META Meta Platforms Inc. Class A | 3.15% | 498,701 | $292.0M | Reduce -1.7% |
| ISRG Intuitive Surgical Inc. | 2.67% | 473,846 | $247.3M | Reduce -0.6% |
| NET Cloudflare Inc. Class A | 2.60% | 2,239,293 | $241.1M | Reduce -2.1% |
| FRPT Freshpet Inc. | 2.43% | 1,522,632 | $225.5M | Add +0.1% |
| DUOL Duolingo | 2.38% | 682,168 | $221.2M | Reduce -8.6% |
| NTRA Natera Inc. | 2.20% | 1,286,728 | $203.7M | Reduce -7.5% |
| SHAK Shake Shack Inc. Class A | 2.05% | 1,465,272 | $190.2M | Reduce -2.1% |
| SHOP Shopify Inc. Class A | 1.72% | 1,503,681 | $159.9M | Reduce -5.4% |
| HUBS HubSpot Inc. | 1.69% | 225,347 | $157.0M | Reduce -2.4% |
| PWR Quanta Services Inc. | 1.64% | 482,493 | $152.5M | Reduce -1.9% |
| TOST Toast Inc. Class A | 1.59% | 4,039,303 | $147.2M | Add +12.4% |
| APPF Appfolio Inc. Class A | 1.52% | 572,917 | $141.4M | Add +4.7% |
| LLY Eli Lilly & Co. | 1.44% | 172,918 | $133.5M | Reduce -20.3% |
| ANET Arista Networks Inc. | 1.41% | 1,182,032 | $130.6M | Reduce -20.6% |
| GKOS Glaukos Corp. | 1.33% | 825,276 | $123.7M | Add +25.3% |
| KNF Knife River Corp. | 1.22% | 1,110,027 | $112.8M | Reduce -2.1% |
| BSX Boston Scientific Corp. | 1.17% | 1,216,397 | $108.6M | Reduce -1.2% |
| GAP The Gap Inc. | 1.14% | 4,484,603 | $106.0M | Add +255.5% |
| DKS Dick's Sporting Goods Inc. | 1.14% | 462,488 | $105.8M | Reduce -3.1% |
| MELI MercadoLibre Inc. | 1.09% | 59,525 | $101.2M | Add +10.5% |
| MSFT Microsoft Corp. | 1.09% | 239,475 | $100.9M | Reduce -8.3% |
| POOL Pool Corp. | 1.05% | 285,757 | $97.4M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 1.04% | 508,277 | $96.2M | Reduce -1.2% |
| TKO Tko Group Holdings Inc. | 1.03% | 673,063 | $95.6M | Add +18.8% |
| RBLX Roblox Corp. Class A | 1.01% | 1,611,700 | $93.3M | Add +0.9% |
| LPLA LPL Financial Holdings Inc. | 0.97% | 276,341 | $90.2M | Reduce -1.9% |
| EMBJ Embraer SA-Spon ADR | 0.96% | 2,439,060 | $89.5M | Add +19.0% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.93% | 365,463 | $86.0M | Reduce -4.8% |
| NYT New York Times Co. Class A | 0.93% | 1,651,762 | $86.0M | Add +19.4% |
| PCOR Procore Technologies Inc. | 0.92% | 1,137,328 | $85.2M | Reduce -0.6% |
| OSCR Oscar Health Inc. Class A | 0.92% | 6,335,862 | $85.2M | Add +51.4% |
| MDB Mongodb Inc. | 0.92% | 364,573 | $84.9M | Reduce -1.3% |
| TBBB BBB Foods Inc. Class A | 0.87% | 2,853,906 | $80.7M | Add +3.0% |
| SITM Sitime Corp. | 0.87% | 375,064 | $80.5M | Reduce -2.0% |
| CRM Salesforce Inc. | 0.86% | 238,358 | $79.7M | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 0.82% | 400,157 | $76.2M | Add +1.1% |
| SFM Sprouts Farmers Market Inc. | 0.80% | 586,147 | $74.5M | Reduce -1.8% |
| SPOT Spotify Technology SA | 0.79% | 162,753 | $72.8M | Reduce -1.0% |
| BOOT Boot Barn Holdings Inc. | 0.78% | 478,721 | $72.7M | Add +0.1% |
| EPAM Epam Systems Inc. | 0.72% | 284,462 | $66.5M | Reduce -1.8% |
| FND Floor & Decor Holdings Inc. Class A | 0.71% | 664,096 | $66.2M | Reduce -1.7% |
| ROKU Roku Inc. | 0.69% | 864,974 | $64.3M | Add +214.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.62% | 169,270 | $57.9M | Add +10.3% |
| PLTR Palantir Technologies Inc. Class A | 0.61% | 750,730 | $56.8M | Reduce -13.8% |
| ARQT Arcutis Biotherapeutics Inc. | 0.59% | 3,902,991 | $54.4M | Add +9.8% |
| ABNB Airbnb Inc. Class A | 0.56% | 396,279 | $52.1M | Reduce -2.1% |
| GTLS Chart Industries Inc. | 0.54% | 262,073 | $50.0M | Add +4.1% |
| CBOE Cboe Global Markets Inc. | 0.54% | 254,003 | $49.6M | Add +15.2% |
| DDOG Datadog Inc. Class A | 0.52% | 340,160 | $48.6M | Reduce -11.1% |
| AFRM Affirm Holdings Inc. | 0.50% | 767,677 | $46.8M | Add +1801.2% |
| XYZ Block Inc. | 0.50% | 549,792 | $46.7M | Add +1.0% |
| FWRG First Watch Restaurant Group | 0.49% | 2,434,073 | $45.3M | Add +0.2% |
| SPNT Siriuspoint Ltd. | 0.47% | 2,643,704 | $43.3M | Add +12.8% |
| WRBY Warby Parker Inc. Class A | 0.44% | 1,681,717 | $40.7M | Reduce -26.0% |
| LOAR Loar Holdings Inc. | 0.44% | 549,748 | $40.6M | Reduce -1.7% |
| ARM Arm Holdings PLC-ADR | 0.44% | 327,843 | $40.4M | Reduce -5.1% |
| RIVN Rivian Automotive Inc. Class A | 0.43% | 3,029,534 | $40.3M | Reduce -15.8% |
| SG Sweetgreen Inc. Class A | 0.41% | 1,174,351 | $37.6M | Reduce -0.1% |
| BRBR Bellring Brands Inc. | 0.40% | 486,946 | $36.7M | Add +13.1% |
| INSP Inspire Medical Systems Inc. | 0.38% | 187,693 | $34.8M | Reduce -15.9% |
| ZM Zoom Communications Inc. | 0.37% | 421,903 | $34.4M | Reduce -1.7% |
| MLM Martin Marietta Materials | 0.37% | 66,572 | $34.4M | Add +5.2% |
| TNDM Tandem Diabetes Care Inc. | 0.36% | 931,894 | $33.6M | Add +6.8% |
| NOW ServiceNow Inc. | 0.35% | 30,841 | $32.7M | Reduce -9.7% |
| BNTX Biontech SE-ADR | 0.35% | 281,412 | $32.1M | Add +2.0% |
| RACE Ferrari NV | 0.33% | 72,323 | $30.7M | Add +23.2% |
| IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L | 0.32% | 1,254,865 | $29.8M | Reduce -0.1% |
| TLN Talen Energy Corp. | 0.32% | 147,432 | $29.7M | Reduce -0.3% |
| ASAN Asana Inc. Class A | 0.30% | 1,377,704 | $27.9M | Add +0.5% |
| IBN Icici Bank Ltd.-Spon ADR | 0.30% | 928,559 | $27.7M | Add +17.2% |
| COCO The Vita Coco Co. Inc. | 0.29% | 736,672 | $27.2M | Reduce -0.1% |
| TXRH Texas Roadhouse Inc. | 0.28% | 142,938 | $25.8M | Reduce -0.3% |
| OPCH Option Care Health Inc. | 0.26% | 1,041,736 | $24.2M | Reduce -7.1% |
| MU Micron Technology Inc. | 0.26% | 284,718 | $24.0M | Add +2.1% |
| CALX Calix Inc. | 0.26% | 683,878 | $23.8M | Reduce -28.4% |
| FTAI Ftai Aviation Ltd. | 0.26% | 164,248 | $23.7M | Add +296.3% |
| KRNT Kornit Digital Ltd. | 0.25% | 758,761 | $23.5M | Add +29.7% |
| Z Zillow Group Inc. Class C | 0.25% | 317,071 | $23.5M | Add +11.2% |
| GLOB Globant SA | 0.25% | 108,577 | $23.3M | Reduce -6.9% |
| TARS Tarsus Pharmaceuticals Inc. | 0.24% | 404,237 | $22.4M | Add +5636.3% |
| HDB HDFC Bank Ltd.-ADR | 0.24% | 343,392 | $21.9M | Add +21.6% |
| SITE Siteone Landscape Supply Inc. | 0.23% | 162,188 | $21.4M | Add +6.3% |
| CB Chubb Ltd. | 0.23% | 76,867 | $21.2M | Reduce -3.9% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.21% | 851,007 | $19.9M | Reduce -2.5% |
| LGIH Lgi Homes Inc. | 0.21% | 215,432 | $19.3M | Reduce -2.8% |
| MSGS Madison Square Garden Sports | 0.21% | 85,242 | $19.2M | Reduce -15.2% |
| ONEW Onewater Marine Inc. Class A | 0.20% | 1,084,770 | $18.9M | Reduce -11.5% |
| MA Mastercard Inc. Class A | 0.20% | 35,257 | $18.6M | Reduce -4.4% |
| LB Landbridge Co. LLC-A | 0.19% | 278,856 | $18.0M | Add +35.9% |
| TDG Transdigm Group Inc. | 0.18% | 13,456 | $17.1M | Reduce -1.4% |
| ELF Elf Beauty Inc. | 0.17% | 125,411 | $15.7M | Reduce -5.9% |
| BV Brightview Holdings Inc. | 0.16% | 953,746 | $15.3M | Add +7.4% |
| COUR Coursera Inc. | 0.16% | 1,746,947 | $14.8M | Reduce -1.6% |
| RXST Rxsight Inc. | 0.16% | 425,322 | $14.6M | Reduce -27.5% |
| ADBE Adobe Inc. | 0.16% | 32,875 | $14.6M | Add +2.8% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 87,277 | $14.6M | Reduce -0.3% |
Portfolio Sells Q3 2024 → Q4 2024
| LLY Eli Lilly & Co. | Reduce -20.3% | 1.44% | −0.86 |
| LNTH Lantheus Holdings Inc. | Reduce -99.4% | 0.00% | −0.50 |
| PHAT Phathom Pharmaceuticals Inc. | Reduce -97.4% | 0.00% | −0.35 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -4.8% | 0.93% | −0.34 |
| META Meta Platforms Inc. Class A | Reduce -1.7% | 3.15% | −0.33 |
| MQ Marqeta Inc. | Reduce -85.5% | 0.03% | −0.30 |
| ANET Arista Networks Inc. | Reduce -20.6% | 1.41% | −0.30 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -1.7% | 0.71% | −0.29 |
| MDB Mongodb Inc. | Reduce -1.3% | 0.92% | −0.28 |
| MSFT Microsoft Corp. | Reduce -8.3% | 1.09% | −0.26 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.25 |
| POOL Pool Corp. | Reduce -1.1% | 1.05% | −0.25 |
| SILV Silvercrest Metals Inc. | Reduce -65.3% | 0.11% | −0.25 |
| NVDA Nvidia Corp. | Reduce -4.3% | 4.72% | −0.23 |
| RXST Rxsight Inc. | Reduce -27.5% | 0.16% | −0.19 |
| INSP Inspire Medical Systems Inc. | Reduce -15.9% | 0.38% | −0.19 |
| CALX Calix Inc. | Reduce -28.4% | 0.26% | −0.19 |
| OPCH Option Care Health Inc. | Reduce -7.1% | 0.26% | −0.16 |
| ARM Arm Holdings PLC-ADR | Reduce -5.1% | 0.44% | −0.15 |
| ONEW Onewater Marine Inc. Class A | Reduce -11.5% | 0.20% | −0.15 |
| ISRG Intuitive Surgical Inc. | Reduce -0.6% | 2.67% | −0.13 |
| DUOL Duolingo | Reduce -8.6% | 2.38% | −0.13 |
| CNM Core & Main Inc. Class A | Reduce -53.4% | 0.10% | −0.11 |
| PWR Quanta Services Inc. | Reduce -1.9% | 1.64% | −0.11 |
| LGIH Lgi Homes Inc. | Reduce -2.8% | 0.21% | −0.11 |
| LINE Lineage Inc. | Sold out | 0.00% | −0.11 |
| ENPH Enphase Energy Inc. | Reduce -23.2% | 0.07% | −0.10 |
| SDHC Smith Douglas Homes Corp. | Reduce -5.0% | 0.14% | −0.10 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.09 |
| CPNG Coupang Inc. | Reduce -95.8% | 0.00% | −0.09 |
| SG Sweetgreen Inc. Class A | Reduce -0.1% | 0.41% | −0.09 |
| ASPN Aspen Aerogels Inc. | Sold out | 0.00% | −0.09 |
| AMT American Tower Corp. | Reduce -10.3% | 0.13% | −0.07 |
| IRTC Irhythm Holdings Inc. | Sold out | 0.00% | −0.07 |
| QTRX Quanterix Corp. | Reduce -85.5% | 0.01% | −0.07 |
| BSX Boston Scientific Corp. | Reduce -1.2% | 1.17% | −0.06 |
| LOAR Loar Holdings Inc. | Reduce -1.7% | 0.44% | −0.06 |
| ABNB Airbnb Inc. Class A | Reduce -2.1% | 0.56% | −0.05 |
| TMDX Transmedics Group Inc. | Sold out | 0.00% | −0.05 |
| DKS Dick's Sporting Goods Inc. | Reduce -3.1% | 1.14% | −0.05 |
| TDG Transdigm Group Inc. | Reduce -1.4% | 0.18% | −0.05 |
| RIVN Rivian Automotive Inc. Class A | Reduce -15.8% | 0.43% | −0.05 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.05 |
| CB Chubb Ltd. | Reduce -3.9% | 0.23% | −0.05 |
| FROG Jfrog Ltd. | Sold out | 0.00% | −0.05 |
| NKE Nike Inc. Class B | Reduce -54.2% | 0.02% | −0.05 |
| MSGS Madison Square Garden Sports | Reduce -15.2% | 0.21% | −0.04 |
| CSGP Costar Group Inc. | Reduce -12.3% | 0.13% | −0.04 |
| GE General Electric | Reduce -0.3% | 0.16% | −0.04 |
| MGY Magnolia Oil & Gas Corp. Class A | Reduce -2.5% | 0.21% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| GAP The Gap Inc. | Add +255.5% | 1.14% | +0.81 |
| AFRM Affirm Holdings Inc. | Add +1801.2% | 0.50% | +0.48 |
| ROKU Roku Inc. | Add +214.1% | 0.69% | +0.45 |
| TOST Toast Inc. Class A | Add +12.4% | 1.59% | +0.37 |
| GKOS Glaukos Corp. | Add +25.3% | 1.33% | +0.31 |
| TARS Tarsus Pharmaceuticals Inc. | Add +5636.3% | 0.24% | +0.24 |
| TKO Tko Group Holdings Inc. | Add +18.8% | 1.03% | +0.19 |
| ARQT Arcutis Biotherapeutics Inc. | Add +9.8% | 0.59% | +0.19 |
| FTAI Ftai Aviation Ltd. | Add +296.3% | 0.26% | +0.19 |
| GTLS Chart Industries Inc. | Add +4.1% | 0.54% | +0.17 |
| RBLX Roblox Corp. Class A | Add +0.9% | 1.01% | +0.16 |
| ROIV Roivant Sciences Ltd. | New | 0.15% | +0.15 |
| TTAN Servicetitan Inc. Class A | New | 0.13% | +0.13 |
| CLH Clean Harbors Inc. | Add +1566.0% | 0.14% | +0.13 |
| ONON On Holding AG Class A | New | 0.12% | +0.12 |
| ASAN Asana Inc. Class A | Add +0.5% | 0.30% | +0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +10.3% | 0.62% | +0.11 |
| LB Landbridge Co. LLC-A | Add +35.9% | 0.19% | +0.10 |
| EMBJ Embraer SA-Spon ADR | Add +19.0% | 0.96% | +0.10 |
| ORCL Oracle Corp. | Add +193.3% | 0.15% | +0.09 |
| BRBR Bellring Brands Inc. | Add +13.1% | 0.40% | +0.08 |
| GEV GE Vernova Inc. | Add +103.0% | 0.14% | +0.08 |
| DCTH Delcath Systems Inc. | New | 0.08% | +0.08 |
| KRNT Kornit Digital Ltd. | Add +29.7% | 0.25% | +0.07 |
| XYZ Block Inc. | Add +1.0% | 0.50% | +0.07 |
| SPNT Siriuspoint Ltd. | Add +12.8% | 0.47% | +0.07 |
| CWH Camping World Holdings Inc. Class A | New | 0.06% | +0.06 |
| DAL Delta Air Lines Inc. | New | 0.06% | +0.06 |
| EOLS Evolus Inc. | Add +287.2% | 0.08% | +0.05 |
| GLNG Golar LNG Ltd. | New | 0.05% | +0.05 |
| VSXY Victoria's Secret & Co. | Add +256.0% | 0.05% | +0.04 |
| CFLT Confluent Inc. Class A | New | 0.04% | +0.04 |
| Z Zillow Group Inc. Class C | Add +11.2% | 0.25% | +0.04 |
| FWRG First Watch Restaurant Group | Add +0.2% | 0.49% | +0.04 |
| PRCT Procept Biorobotics Corp. | New | 0.03% | +0.03 |
| VRT Vertiv Holdings Co. Class A | New | 0.03% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +1.1% | 0.82% | +0.03 |
| PRIM Primoris Services Corp. | New | 0.03% | +0.03 |
| AXON Axon Enterprise Inc. | New | 0.03% | +0.03 |
| HDB HDFC Bank Ltd.-ADR | Add +21.6% | 0.24% | +0.03 |
| JANX Janux Therapeutics Inc. | Add +361.5% | 0.03% | +0.02 |
| FWONK Liberty Media Corp. Class C | Add +25.5% | 0.08% | +0.02 |
| MRVL Marvell Technology Inc. | New | 0.02% | +0.02 |
| RDDT Reddit Inc. Class A | New | 0.02% | +0.02 |
| GILD Gilead Sciences Inc. | Add +88.5% | 0.04% | +0.02 |
| IBN Icici Bank Ltd.-Spon ADR | Add +17.2% | 0.30% | +0.02 |
| SARO Standardaero Inc. | New | 0.02% | +0.02 |
| GRND Grindr Inc. | Add +1.1% | 0.05% | +0.01 |
| FOUR SHIFT4 Payments Inc. Class A | Add +47.5% | 0.04% | +0.01 |
| BILL Bill Holdings Inc. | Add +28.3% | 0.03% | +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 |