Gilder Gagnon Howe & Co. LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Gilder Gagnon Howe & Co. LLC reported 233 stock positions worth $7.7 billion. Its top holding was Netflix (NFLX) at 5.8% of the portfolio, followed by Amazon.com (AMZN, 4.7%) and Nvidia (NVDA, 4.0%). Compared with Q4 2024, it opened 20 new positions, sold out of 41, added to 55 and reduced 156. The biggest buy was Embraer SA-Spon ADR (EMBJ, shares +8%) and the biggest sale Tesla (TSLA, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0000902464
- Portfolio Value
- $7.7B (Q1 2025)
- SEC Filing
- 0001172661-25-002018 ↗ filed May 15, 2025
Holdings Value
Holdings 233 stocks · $7.7B
| NFLX Netflix Inc. | 5.76% | 473,412 | $441.5M | Reduce -5.8% |
| AMZN Amazon.com Inc. | 4.72% | 1,901,231 | $361.7M | Reduce -5.3% |
| NVDA Nvidia Corp. | 3.96% | 2,800,618 | $303.5M | Reduce -14.1% |
| META Meta Platforms Inc. Class A | 3.39% | 450,323 | $259.5M | Reduce -9.7% |
| ISRG Intuitive Surgical Inc. | 3.17% | 489,786 | $242.6M | Add +3.4% |
| NET Cloudflare Inc. Class A | 2.92% | 1,981,673 | $223.3M | Reduce -11.5% |
| TSLA Tesla Inc. | 2.74% | 808,294 | $209.5M | Reduce -41.4% |
| DUOL Duolingo | 2.48% | 610,616 | $189.6M | Reduce -10.5% |
| NTRA Natera Inc. | 2.15% | 1,166,404 | $164.9M | Reduce -9.3% |
| TOST Toast Inc. Class A | 1.97% | 4,545,457 | $150.8M | Add +12.5% |
| SHOP Shopify Inc. Class A | 1.90% | 1,521,462 | $145.3M | Add +1.2% |
| SHAK Shake Shack Inc. Class A | 1.67% | 1,450,251 | $127.9M | Reduce -1.0% |
| EMBJ Embraer SA-Spon ADR | 1.59% | 2,629,351 | $121.5M | Add +7.8% |
| APPF Appfolio Inc. Class A | 1.53% | 532,600 | $117.1M | Reduce -7.0% |
| FRPT Freshpet Inc. | 1.53% | 1,405,619 | $116.9M | Reduce -7.7% |
| BSX Boston Scientific Corp. | 1.51% | 1,144,139 | $115.4M | Reduce -5.9% |
| MELI MercadoLibre Inc. | 1.50% | 58,791 | $114.7M | Reduce -1.2% |
| TKO Tko Group Holdings Inc. | 1.45% | 729,037 | $111.4M | Add +8.3% |
| HUBS HubSpot Inc. | 1.45% | 194,173 | $110.9M | Reduce -13.8% |
| PWR Quanta Services Inc. | 1.38% | 416,578 | $105.9M | Reduce -13.7% |
| RBLX Roblox Corp. Class A | 1.33% | 1,745,911 | $101.8M | Add +8.3% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.22% | 345,575 | $93.3M | Reduce -5.4% |
| KNF Knife River Corp. | 1.21% | 1,025,649 | $92.5M | Reduce -7.6% |
| DKS Dick's Sporting Goods Inc. | 1.20% | 456,830 | $92.1M | Reduce -1.2% |
| POOL Pool Corp. | 1.18% | 284,842 | $90.7M | Reduce -0.3% |
| GAP The Gap Inc. | 1.17% | 4,355,928 | $89.8M | Reduce -2.9% |
| LPLA LPL Financial Holdings Inc. | 1.17% | 272,938 | $89.3M | Reduce -1.2% |
| SFM Sprouts Farmers Market Inc. | 1.13% | 567,851 | $86.7M | Reduce -3.1% |
| OSCR Oscar Health Inc. Class A | 1.08% | 6,281,817 | $82.4M | Reduce -0.8% |
| GKOS Glaukos Corp. | 1.07% | 836,529 | $82.3M | Add +1.4% |
| NYT New York Times Co. Class A | 1.05% | 1,628,929 | $80.8M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 1.02% | 505,713 | $78.2M | Reduce -0.5% |
| SPOT Spotify Technology SA | 0.99% | 138,014 | $75.9M | Reduce -15.2% |
| TBBB BBB Foods Inc. Class A | 0.99% | 2,834,170 | $75.6M | Reduce -0.7% |
| PCOR Procore Technologies Inc. | 0.96% | 1,113,239 | $73.5M | Reduce -2.1% |
| ANET Arista Networks Inc. | 0.92% | 913,079 | $70.7M | Reduce -22.8% |
| MDB Mongodb Inc. | 0.91% | 399,022 | $70.0M | Add +9.4% |
| MSFT Microsoft Corp. | 0.85% | 173,029 | $65.0M | Reduce -27.8% |
| ARQT Arcutis Biotherapeutics Inc. | 0.84% | 4,096,051 | $64.1M | Add +5.0% |
| CRM Salesforce Inc. | 0.83% | 235,938 | $63.3M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 0.80% | 392,718 | $61.4M | Reduce -1.9% |
| SPNT Siriuspoint Ltd. | 0.79% | 3,482,811 | $60.2M | Add +31.7% |
| BNTX Biontech SE-ADR | 0.77% | 649,284 | $59.1M | Add +130.7% |
| ROKU Roku Inc. | 0.77% | 837,376 | $59.0M | Reduce -3.2% |
| PLTR Palantir Technologies Inc. Class A | 0.76% | 693,791 | $58.6M | Reduce -7.6% |
| CBOE Cboe Global Markets Inc. | 0.74% | 251,891 | $57.0M | Reduce -0.8% |
| AFRM Affirm Holdings Inc. | 0.74% | 1,248,687 | $56.4M | Add +62.7% |
| SITM Sitime Corp. | 0.73% | 365,260 | $55.8M | Reduce -2.6% |
| FND Floor & Decor Holdings Inc. Class A | 0.68% | 647,357 | $52.1M | Reduce -2.5% |
| MU Micron Technology Inc. | 0.66% | 578,217 | $50.2M | Add +103.1% |
| BOOT Boot Barn Holdings Inc. | 0.65% | 462,919 | $49.7M | Reduce -3.3% |
| ABNB Airbnb Inc. Class A | 0.62% | 394,397 | $47.1M | Reduce -0.5% |
| RIVN Rivian Automotive Inc. Class A | 0.60% | 3,671,779 | $45.7M | Add +21.2% |
| ESLT Elbit Systems Ltd. | 0.55% | 110,121 | $42.3M | New |
| SN Sharkninja Inc. | 0.55% | 501,618 | $41.8M | Add +4972.5% |
| GTLS Chart Industries Inc. | 0.53% | 281,437 | $40.6M | Add +7.4% |
| FWRG First Watch Restaurant Group | 0.48% | 2,228,242 | $37.1M | Reduce -8.5% |
| ARM Arm Holdings PLC-ADR | 0.48% | 346,426 | $37.0M | Add +5.7% |
| MLM Martin Marietta Materials | 0.47% | 75,703 | $36.2M | Add +13.7% |
| BRBR Bellring Brands Inc. | 0.47% | 486,025 | $36.2M | Reduce -0.2% |
| TLN Talen Energy Corp. | 0.45% | 172,992 | $34.5M | Add +17.3% |
| LOAR Loar Holdings Inc. | 0.45% | 485,691 | $34.3M | Reduce -11.7% |
| IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L | 0.43% | 1,250,298 | $32.9M | Reduce -0.4% |
| IBN Icici Bank Ltd.-Spon ADR | 0.42% | 1,012,871 | $31.9M | Add +9.1% |
| OPCH Option Care Health Inc. | 0.40% | 879,826 | $30.7M | Reduce -15.5% |
| WRBY Warby Parker Inc. Class A | 0.40% | 1,678,661 | $30.6M | Reduce -0.2% |
| RACE Ferrari NV | 0.40% | 71,469 | $30.6M | Reduce -1.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.39% | 85,395 | $30.1M | Reduce -49.5% |
| ZM Zoom Communications Inc. | 0.39% | 407,079 | $30.0M | Reduce -3.5% |
| XYZ Block Inc. | 0.39% | 544,656 | $29.6M | Reduce -0.9% |
| INSP Inspire Medical Systems Inc. | 0.38% | 183,653 | $29.3M | Reduce -2.1% |
| ASAN Asana Inc. Class A | 0.37% | 1,970,681 | $28.7M | Add +43.0% |
| CALX Calix Inc. | 0.37% | 796,459 | $28.2M | Add +16.5% |
| SG Sweetgreen Inc. Class A | 0.35% | 1,071,891 | $26.8M | Reduce -8.7% |
| SITE Siteone Landscape Supply Inc. | 0.34% | 217,091 | $26.4M | Add +33.9% |
| FTAI Ftai Aviation Ltd. | 0.32% | 218,251 | $24.2M | Add +32.9% |
| Z Zillow Group Inc. Class C | 0.31% | 346,485 | $23.8M | Add +9.3% |
| TXRH Texas Roadhouse Inc. | 0.31% | 141,027 | $23.5M | Reduce -1.3% |
| CB Chubb Ltd. | 0.30% | 76,184 | $23.0M | Reduce -0.9% |
| TARS Tarsus Pharmaceuticals Inc. | 0.28% | 416,811 | $21.4M | Add +3.1% |
| HDB HDFC Bank Ltd.-ADR | 0.27% | 311,731 | $20.7M | Reduce -9.2% |
| MA Mastercard Inc. Class A | 0.26% | 36,855 | $20.2M | Add +4.5% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.26% | 797,485 | $20.1M | Reduce -6.3% |
| COCO The Vita Coco Co. Inc. | 0.26% | 650,971 | $20.0M | Reduce -11.6% |
| CSGP Costar Group Inc. | 0.25% | 245,760 | $19.5M | Add +48.0% |
| TDG Transdigm Group Inc. | 0.23% | 12,949 | $17.9M | Reduce -3.8% |
| TWLO Twilio Inc. Class A | 0.23% | 181,057 | $17.7M | New |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.23% | 244,678 | $17.4M | Reduce -0.1% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.21% | 367,735 | $16.2M | Add +75.4% |
| ONEW Onewater Marine Inc. Class A | 0.21% | 996,349 | $16.1M | Reduce -8.2% |
| LLY Eli Lilly & Co. | 0.21% | 19,448 | $16.1M | Reduce -88.8% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 76,380 | $15.3M | Reduce -12.5% |
| TTAN Servicetitan Inc. Class A | 0.20% | 159,811 | $15.2M | Add +33.3% |
| KRNT Kornit Digital Ltd. | 0.20% | 785,025 | $15.0M | Add +3.5% |
| DDOG Datadog Inc. Class A | 0.18% | 142,649 | $14.2M | Reduce -58.1% |
| LB Landbridge Co. LLC-A | 0.17% | 185,078 | $13.3M | Reduce -33.6% |
| LGIH Lgi Homes Inc. | 0.17% | 199,813 | $13.3M | Reduce -7.3% |
| PRCH Porch Group Inc. | 0.17% | 1,740,211 | $12.7M | New |
| AMT American Tower Corp. | 0.16% | 57,884 | $12.6M | Reduce -10.0% |
| BV Brightview Holdings Inc. | 0.16% | 933,700 | $12.0M | Reduce -2.1% |
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -41.4% | 2.74% | −3.28 |
| LLY Eli Lilly & Co. | Reduce -88.8% | 0.21% | −1.23 |
| FRPT Freshpet Inc. | Reduce -7.7% | 1.53% | −0.91 |
| NVDA Nvidia Corp. | Reduce -14.1% | 3.96% | −0.76 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −0.72 |
| ANET Arista Networks Inc. | Reduce -22.8% | 0.92% | −0.48 |
| SHAK Shake Shack Inc. Class A | Reduce -1.0% | 1.67% | −0.38 |
| TNDM Tandem Diabetes Care Inc. | Sold out | 0.00% | −0.36 |
| DDOG Datadog Inc. Class A | Reduce -58.1% | 0.18% | −0.34 |
| PWR Quanta Services Inc. | Reduce -13.7% | 1.38% | −0.26 |
| GLOB Globant SA | Sold out | 0.00% | −0.25 |
| HUBS HubSpot Inc. | Reduce -13.8% | 1.45% | −0.24 |
| MSFT Microsoft Corp. | Reduce -27.8% | 0.85% | −0.24 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -49.5% | 0.39% | −0.23 |
| NOW ServiceNow Inc. | Reduce -62.0% | 0.12% | −0.23 |
| COUR Coursera Inc. | Sold out | 0.00% | −0.16 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.15 |
| BECN Beacon Roofing Supply Inc. | Sold out | 0.00% | −0.15 |
| SITM Sitime Corp. | Reduce -2.6% | 0.73% | −0.14 |
| BOOT Boot Barn Holdings Inc. | Reduce -3.3% | 0.65% | −0.13 |
| CLH Clean Harbors Inc. | Reduce -94.4% | 0.01% | −0.13 |
| XYZ Block Inc. | Reduce -0.9% | 0.39% | −0.12 |
| SILV Silvercrest Metals Inc. | Sold out | 0.00% | −0.11 |
| CARG Cargurus Inc. | Reduce -95.0% | 0.01% | −0.10 |
| ADBE Adobe Inc. | Reduce -65.3% | 0.06% | −0.10 |
| RXST Rxsight Inc. | Reduce -58.4% | 0.06% | −0.10 |
| ELF Elf Beauty Inc. | Reduce -29.3% | 0.07% | −0.10 |
| GEV GE Vernova Inc. | Reduce -70.0% | 0.05% | −0.09 |
| MMYT Makemytrip Ltd. | Sold out | 0.00% | −0.09 |
| HROW Harrow Inc. | Sold out | 0.00% | −0.07 |
| MSGS Madison Square Garden Sports | Reduce -38.5% | 0.13% | −0.07 |
| HEES H&E Equipment Services Inc. | Sold out | 0.00% | −0.07 |
| EOLS Evolus Inc. | Reduce -80.2% | 0.02% | −0.06 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.06 |
| SG Sweetgreen Inc. Class A | Reduce -8.7% | 0.35% | −0.06 |
| CNM Core & Main Inc. Class A | Reduce -60.2% | 0.05% | −0.06 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.05 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -86.5% | 0.01% | −0.05 |
| CONSOL ENERGY INC | Sold out | 0.00% | −0.05 |
| NTRA Natera Inc. | Reduce -9.3% | 2.15% | −0.04 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −0.04 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.04 |
| ENPH Enphase Energy Inc. | Reduce -57.7% | 0.03% | −0.04 |
| WRBY Warby Parker Inc. Class A | Reduce -0.2% | 0.40% | −0.04 |
| VSXY Victoria's Secret & Co. | Reduce -42.2% | 0.02% | −0.04 |
| LGIH Lgi Homes Inc. | Reduce -7.3% | 0.17% | −0.03 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -2.5% | 0.68% | −0.03 |
| COCO The Vita Coco Co. Inc. | Reduce -11.6% | 0.26% | −0.03 |
| CRM Salesforce Inc. | Reduce -1.0% | 0.83% | −0.03 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| EMBJ Embraer SA-Spon ADR | Add +7.8% | 1.59% | +0.62 |
| ESLT Elbit Systems Ltd. | New | 0.55% | +0.55 |
| SN Sharkninja Inc. | Add +4972.5% | 0.55% | +0.54 |
| ISRG Intuitive Surgical Inc. | Add +3.4% | 3.17% | +0.50 |
| BNTX Biontech SE-ADR | Add +130.7% | 0.77% | +0.43 |
| TKO Tko Group Holdings Inc. | Add +8.3% | 1.45% | +0.42 |
| MU Micron Technology Inc. | Add +103.1% | 0.66% | +0.40 |
| TOST Toast Inc. Class A | Add +12.5% | 1.97% | +0.38 |
| RBLX Roblox Corp. Class A | Add +8.3% | 1.33% | +0.32 |
| SPNT Siriuspoint Ltd. | Add +31.7% | 0.79% | +0.32 |
| ARQT Arcutis Biotherapeutics Inc. | Add +5.0% | 0.84% | +0.25 |
| AFRM Affirm Holdings Inc. | Add +62.7% | 0.74% | +0.23 |
| TWLO Twilio Inc. Class A | New | 0.23% | +0.23 |
| SHOP Shopify Inc. Class A | Add +1.2% | 1.90% | +0.17 |
| PRCH Porch Group Inc. | New | 0.17% | +0.17 |
| RIVN Rivian Automotive Inc. Class A | Add +21.2% | 0.60% | +0.16 |
| TLN Talen Energy Corp. | Add +17.3% | 0.45% | +0.13 |
| CSGP Costar Group Inc. | Add +48.0% | 0.25% | +0.13 |
| IBN Icici Bank Ltd.-Spon ADR | Add +9.1% | 0.42% | +0.12 |
| SITE Siteone Landscape Supply Inc. | Add +33.9% | 0.34% | +0.11 |
| CALX Calix Inc. | Add +16.5% | 0.37% | +0.11 |
| MLM Martin Marietta Materials | Add +13.7% | 0.47% | +0.10 |
| MRVL Marvell Technology Inc. | Add +879.9% | 0.12% | +0.10 |
| HOOD Robinhood Markets Inc. Class A | New | 0.10% | +0.10 |
| ONON On Holding AG Class A | Add +75.4% | 0.21% | +0.09 |
| SEI Solaris Energy Infrastructur | New | 0.08% | +0.08 |
| XMTR Xometry Inc. Class A | New | 0.08% | +0.08 |
| ASAN Asana Inc. Class A | Add +43.0% | 0.37% | +0.07 |
| CAVA Cava Group Inc. | Add +175.9% | 0.11% | +0.07 |
| TTAN Servicetitan Inc. Class A | Add +33.3% | 0.20% | +0.07 |
| MA Mastercard Inc. Class A | Add +4.5% | 0.26% | +0.06 |
| FTAI Ftai Aviation Ltd. | Add +32.9% | 0.32% | +0.06 |
| SNOW Snowflake Inc. | New | 0.06% | +0.06 |
| TLSI Trisalus Life Sciences Inc. | Add +5637.6% | 0.06% | +0.06 |
| Z Zillow Group Inc. Class C | Add +9.3% | 0.31% | +0.06 |
| VRNA Verona Pharma Ltd. | New | 0.05% | +0.05 |
| ARM Arm Holdings PLC-ADR | Add +5.7% | 0.48% | +0.05 |
| CWH Camping World Holdings Inc. Class A | Add +87.4% | 0.10% | +0.04 |
| BBIO Bridgebio Pharma Inc. | Add +148.3% | 0.06% | +0.04 |
| TARS Tarsus Pharmaceuticals Inc. | Add +3.1% | 0.28% | +0.04 |
| SLNO Soleno Therapeutics Inc. | New | 0.03% | +0.03 |
| COST Costco Wholesale Corp. | Add +11.5% | 0.11% | +0.03 |
| GLNG Golar LNG Ltd. | Add +48.8% | 0.08% | +0.03 |
| UTI Universal Technical Institut | New | 0.03% | +0.03 |
| VMC Vulcan Materials Co. | Add +34.3% | 0.08% | +0.03 |
| MRUS Merus NV | New | 0.03% | +0.03 |
| CIEN Ciena Corp. | New | 0.02% | +0.02 |
| BROS Dutch Bros Inc. Class A | New | 0.02% | +0.02 |
| CP Canadian Pacific Kansas City | Add +9.3% | 0.09% | +0.02 |
| ACMR Acm Research Inc. Class A | Add +89.5% | 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 |