Gilder Gagnon Howe & Co. LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Gilder Gagnon Howe & Co. LLC reported 238 stock positions worth $9.4 billion. Its top holding was Netflix (NFLX) at 6.7% of the portfolio, followed by Nvidia (NVDA, 4.6%) and Amazon.com (AMZN, 4.3%). Compared with Q1 2025, it opened 32 new positions, sold out of 27, added to 67 and reduced 137. The biggest buy was a new position in Qxo (QXO) and the biggest sale Dick's Sporting Goods (DKS, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0000902464
- Portfolio Value
- $9.4B (Q2 2025)
- SEC Filing
- 0001172661-25-003286 ↗ filed Aug 14, 2025
Holdings Value
Holdings 238 stocks · $9.4B
| NFLX Netflix Inc. | 6.70% | 470,980 | $630.7M | Reduce -0.5% |
| NVDA Nvidia Corp. | 4.64% | 2,763,702 | $436.6M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 4.35% | 1,865,757 | $409.3M | Reduce -1.9% |
| NET Cloudflare Inc. Class A | 4.07% | 1,955,859 | $383.0M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 3.45% | 440,837 | $325.4M | Reduce -2.1% |
| SHOP Shopify Inc. Class A | 2.93% | 2,390,749 | $275.8M | Add +57.1% |
| ISRG Intuitive Surgical Inc. | 2.84% | 492,476 | $267.6M | Add +0.6% |
| DUOL Duolingo | 2.58% | 592,717 | $243.0M | Reduce -2.9% |
| TSLA Tesla Inc. | 2.56% | 760,459 | $241.6M | Reduce -5.9% |
| SHAK Shake Shack Inc. Class A | 2.12% | 1,419,295 | $199.6M | Reduce -2.1% |
| TOST Toast Inc. Class A | 2.06% | 4,376,607 | $193.8M | Reduce -3.7% |
| RBLX Roblox Corp. Class A | 1.94% | 1,736,140 | $182.6M | Reduce -0.6% |
| NTRA Natera Inc. | 1.86% | 1,037,390 | $175.3M | Reduce -11.1% |
| PWR Quanta Services Inc. | 1.61% | 400,260 | $151.3M | Reduce -3.9% |
| MELI MercadoLibre Inc. | 1.57% | 56,515 | $147.7M | Reduce -3.9% |
| EMBJ Embraer SA-Spon ADR | 1.56% | 2,579,572 | $146.8M | Reduce -1.9% |
| TKO Tko Group Holdings Inc. | 1.40% | 722,602 | $131.5M | Reduce -0.9% |
| APPF Appfolio Inc. Class A | 1.28% | 525,334 | $121.0M | Reduce -1.4% |
| BSX Boston Scientific Corp. | 1.28% | 1,125,253 | $120.9M | Reduce -1.6% |
| QXO Qxo Inc. | 1.20% | 5,226,993 | $112.6M | New |
| SPOT Spotify Technology SA | 1.18% | 145,020 | $111.3M | Add +5.1% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.17% | 337,088 | $109.9M | Reduce -2.5% |
| OSCR Oscar Health Inc. Class A | 1.12% | 4,909,743 | $105.3M | Reduce -21.8% |
| LPLA LPL Financial Holdings Inc. | 1.08% | 270,527 | $101.4M | Reduce -0.9% |
| HUBS HubSpot Inc. | 1.04% | 175,906 | $97.9M | Reduce -9.4% |
| AFRM Affirm Holdings Inc. | 0.98% | 1,335,496 | $92.3M | Add +7.0% |
| NYT New York Times Co. Class A | 0.96% | 1,615,154 | $90.4M | Reduce -0.8% |
| ANET Arista Networks Inc. | 0.96% | 883,309 | $90.4M | Reduce -3.3% |
| FRPT Freshpet Inc. | 0.95% | 1,319,639 | $89.7M | Reduce -6.1% |
| SN Sharkninja Inc. | 0.95% | 900,661 | $89.2M | Add +79.5% |
| SFM Sprouts Farmers Market Inc. | 0.95% | 540,873 | $89.0M | Reduce -4.8% |
| GOOGL Alphabet Inc. Class A | 0.94% | 502,818 | $88.6M | Reduce -0.6% |
| MSFT Microsoft Corp. | 0.93% | 176,805 | $87.9M | Add +2.2% |
| SITM Sitime Corp. | 0.89% | 394,085 | $84.0M | Add +7.9% |
| GAP The Gap Inc. | 0.88% | 3,780,187 | $82.4M | Reduce -13.2% |
| POOL Pool Corp. | 0.87% | 281,349 | $82.0M | Reduce -1.2% |
| PLTR Palantir Technologies Inc. Class A | 0.84% | 579,512 | $79.0M | Reduce -16.5% |
| TBBB BBB Foods Inc. Class A | 0.84% | 2,838,869 | $78.8M | Add +0.2% |
| ROKU Roku Inc. | 0.81% | 870,161 | $76.5M | Add +3.9% |
| PCOR Procore Technologies Inc. | 0.80% | 1,095,995 | $75.0M | Reduce -1.6% |
| GKOS Glaukos Corp. | 0.77% | 700,634 | $72.4M | Reduce -16.3% |
| GOOG Alphabet Inc. Class C | 0.77% | 406,933 | $72.2M | Add +3.6% |
| BNTX Biontech SE-ADR | 0.75% | 667,635 | $71.1M | Add +2.8% |
| BOOT Boot Barn Holdings Inc. | 0.74% | 456,256 | $69.4M | Reduce -1.4% |
| SPNT Siriuspoint Ltd. | 0.73% | 3,388,934 | $69.1M | Reduce -2.7% |
| TTAN Servicetitan Inc. Class A | 0.70% | 616,908 | $66.1M | Add +286.0% |
| MU Micron Technology Inc. | 0.68% | 517,024 | $63.7M | Reduce -10.6% |
| ABNB Airbnb Inc. Class A | 0.64% | 454,089 | $60.1M | Add +15.1% |
| KNF Knife River Corp. | 0.62% | 714,485 | $58.3M | Reduce -30.3% |
| ARQT Arcutis Biotherapeutics Inc. | 0.62% | 4,155,763 | $58.3M | Add +1.5% |
| FNV Franco-Nevada Corp. | 0.61% | 350,236 | $57.4M | Add +1084.0% |
| ARM Arm Holdings PLC-ADR | 0.60% | 347,089 | $56.1M | Add +0.2% |
| CBOE Cboe Global Markets Inc. | 0.56% | 226,847 | $52.9M | Reduce -9.9% |
| ESLT Elbit Systems Ltd. | 0.53% | 111,859 | $50.3M | Add +1.6% |
| RIVN Rivian Automotive Inc. Class A | 0.53% | 3,642,756 | $50.1M | Reduce -0.8% |
| NBIS Nebius Group NV | 0.52% | 891,693 | $49.3M | New |
| CALX Calix Inc. | 0.52% | 913,698 | $48.6M | Add +14.7% |
| TLN Talen Energy Corp. | 0.50% | 163,395 | $47.5M | Reduce -5.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.48% | 88,090 | $44.9M | Add +3.2% |
| MLM Martin Marietta Materials | 0.46% | 79,575 | $43.7M | Add +5.1% |
| FND Floor & Decor Holdings Inc. Class A | 0.46% | 568,823 | $43.2M | Reduce -12.1% |
| LOAR Loar Holdings Inc. | 0.43% | 473,940 | $40.8M | Reduce -2.4% |
| RACE Ferrari NV | 0.41% | 78,648 | $38.6M | Add +10.0% |
| CRCL Circle Internet Group Inc. | 0.40% | 206,105 | $37.4M | New |
| WRBY Warby Parker Inc. Class A | 0.39% | 1,687,029 | $37.0M | Add +0.5% |
| XYZ Block Inc. | 0.39% | 540,724 | $36.7M | Reduce -0.7% |
| IBN Icici Bank Ltd.-Spon ADR | 0.38% | 1,055,350 | $35.5M | Add +4.2% |
| FWRG First Watch Restaurant Group | 0.37% | 2,190,092 | $35.1M | Reduce -1.7% |
| VRNA Verona Pharma Ltd. | 0.37% | 365,258 | $34.5M | Add +511.7% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 122,697 | $31.6M | Add +60.6% |
| HOOD Robinhood Markets Inc. Class A | 0.32% | 326,112 | $30.5M | Add +81.4% |
| GTLS Chart Industries Inc. | 0.32% | 183,321 | $30.2M | Reduce -34.9% |
| IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L | 0.32% | 1,243,035 | $29.9M | Reduce -0.6% |
| DKS Dick's Sporting Goods Inc. | 0.32% | 150,549 | $29.8M | Reduce -67.0% |
| SITE Siteone Landscape Supply Inc. | 0.31% | 243,349 | $29.4M | Add +12.1% |
| XMTR Xometry Inc. Class A | 0.31% | 859,808 | $29.1M | Add +248.8% |
| PRCH Porch Group Inc. | 0.31% | 2,459,623 | $29.0M | Add +41.3% |
| TWLO Twilio Inc. Class A | 0.31% | 231,488 | $28.8M | Add +27.9% |
| HDB HDFC Bank Ltd.-ADR | 0.29% | 357,062 | $27.4M | Add +14.5% |
| OPCH Option Care Health Inc. | 0.29% | 828,583 | $26.9M | Reduce -5.8% |
| TEM Tempus AI Inc. Class A | 0.28% | 413,081 | $26.2M | Add +1747.6% |
| TXRH Texas Roadhouse Inc. | 0.27% | 137,647 | $25.8M | Reduce -2.4% |
| COCO The Vita Coco Co. Inc. | 0.25% | 641,007 | $23.1M | Reduce -1.5% |
| MDB Mongodb Inc. | 0.24% | 107,094 | $22.5M | Reduce -73.2% |
| CB Chubb Ltd. | 0.23% | 74,815 | $21.7M | Reduce -1.8% |
| FTAI Ftai Aviation Ltd. | 0.21% | 175,068 | $20.1M | Reduce -19.8% |
| BBIO Bridgebio Pharma Inc. | 0.21% | 465,401 | $20.1M | Add +280.7% |
| SNOW Snowflake Inc. | 0.21% | 89,462 | $20.0M | Add +180.0% |
| CSGP Costar Group Inc. | 0.21% | 245,432 | $19.7M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.21% | 35,100 | $19.7M | Reduce -4.8% |
| TDG Transdigm Group Inc. | 0.21% | 12,834 | $19.5M | Reduce -0.9% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.19% | 243,316 | $17.9M | Reduce -0.6% |
| SG Sweetgreen Inc. Class A | 0.19% | 1,187,836 | $17.7M | Add +10.8% |
| RBRK Rubrik Inc. Class A | 0.18% | 194,137 | $17.4M | Add +70.6% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.18% | 743,357 | $16.7M | Reduce -6.8% |
| UTI Universal Technical Institut | 0.17% | 476,483 | $16.1M | Add +464.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 63,487 | $14.4M | Add +1064.3% |
| KYMR Kymera Therapeutics Inc. | 0.15% | 329,020 | $14.4M | Add +3.3% |
| LYV Live Nation Entertainment Inc. | 0.14% | 85,173 | $12.9M | New |
| AMT American Tower Corp. | 0.14% | 57,712 | $12.8M | Reduce -0.3% |
Portfolio Sells Q1 2025 → Q2 2025
| DKS Dick's Sporting Goods Inc. | Reduce -67.0% | 0.32% | −0.89 |
| CRM Salesforce Inc. | Reduce -97.5% | 0.02% | −0.81 |
| MDB Mongodb Inc. | Reduce -73.2% | 0.24% | −0.68 |
| KNF Knife River Corp. | Reduce -30.3% | 0.62% | −0.59 |
| FRPT Freshpet Inc. | Reduce -6.1% | 0.95% | −0.57 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.47 |
| HUBS HubSpot Inc. | Reduce -9.4% | 1.04% | −0.41 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.39 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 4.35% | −0.38 |
| ASAN Asana Inc. Class A | Reduce -95.2% | 0.01% | −0.36 |
| POOL Pool Corp. | Reduce -1.2% | 0.87% | −0.31 |
| GKOS Glaukos Corp. | Reduce -16.3% | 0.77% | −0.31 |
| GAP The Gap Inc. | Reduce -13.2% | 0.88% | −0.30 |
| NTRA Natera Inc. | Reduce -11.1% | 1.86% | −0.29 |
| INSP Inspire Medical Systems Inc. | Reduce -50.0% | 0.13% | −0.26 |
| TARS Tarsus Pharmaceuticals Inc. | Reduce -81.5% | 0.03% | −0.25 |
| APPF Appfolio Inc. Class A | Reduce -1.4% | 1.28% | −0.24 |
| BSX Boston Scientific Corp. | Reduce -1.6% | 1.28% | −0.22 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -12.1% | 0.46% | −0.22 |
| GTLS Chart Industries Inc. | Reduce -34.9% | 0.32% | −0.21 |
| Z Zillow Group Inc. Class C | Reduce -54.5% | 0.12% | −0.19 |
| SFM Sprouts Farmers Market Inc. | Reduce -4.8% | 0.95% | −0.19 |
| CBOE Cboe Global Markets Inc. | Reduce -9.9% | 0.56% | −0.18 |
| LB Landbridge Co. LLC-A | Sold out | 0.00% | −0.17 |
| TSLA Tesla Inc. | Reduce -5.9% | 2.56% | −0.17 |
| DDOG Datadog Inc. Class A | Reduce -91.1% | 0.02% | −0.17 |
| PCOR Procore Technologies Inc. | Reduce -1.6% | 0.80% | −0.16 |
| LLY Eli Lilly & Co. | Reduce -62.7% | 0.06% | −0.15 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.12 |
| OPCH Option Care Health Inc. | Reduce -5.8% | 0.29% | −0.12 |
| IGIC International General Insura | Reduce -0.6% | 0.32% | −0.11 |
| FWRG First Watch Restaurant Group | Reduce -1.7% | 0.37% | −0.11 |
| FTAI Ftai Aviation Ltd. | Reduce -19.8% | 0.21% | −0.10 |
| NYT New York Times Co. Class A | Reduce -0.8% | 0.96% | −0.10 |
| ONON On Holding AG Class A | Reduce -40.3% | 0.12% | −0.09 |
| KRNT Kornit Digital Ltd. | Reduce -36.0% | 0.11% | −0.09 |
| LPLA LPL Financial Holdings Inc. | Reduce -0.9% | 1.08% | −0.09 |
| ONEW Onewater Marine Inc. Class A | Reduce -13.5% | 0.12% | −0.09 |
| MGY Magnolia Oil & Gas Corp. Class A | Reduce -6.8% | 0.18% | −0.09 |
| DCTH Delcath Systems Inc. | Reduce -93.8% | 0.00% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 0.94% | −0.08 |
| CP Canadian Pacific Kansas City | Reduce -92.3% | 0.01% | −0.08 |
| ROIV Roivant Sciences Ltd. | Reduce -50.0% | 0.07% | −0.08 |
| CB Chubb Ltd. | Reduce -1.8% | 0.23% | −0.07 |
| LGIH Lgi Homes Inc. | Reduce -3.0% | 0.11% | −0.07 |
| RIVN Rivian Automotive Inc. Class A | Reduce -0.8% | 0.53% | −0.07 |
| SDHC Smith Douglas Homes Corp. | Reduce -47.9% | 0.05% | −0.07 |
| CAVA Cava Group Inc. | Reduce -42.4% | 0.05% | −0.06 |
| TKO Tko Group Holdings Inc. | Reduce -0.9% | 1.40% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -4.8% | 0.21% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| QXO Qxo Inc. | New | 1.20% | +1.20 |
| SHOP Shopify Inc. Class A | Add +57.1% | 2.93% | +1.03 |
| FNV Franco-Nevada Corp. | Add +1084.0% | 0.61% | +0.55 |
| NBIS Nebius Group NV | New | 0.52% | +0.52 |
| TTAN Servicetitan Inc. Class A | Add +286.0% | 0.70% | +0.50 |
| SN Sharkninja Inc. | Add +79.5% | 0.95% | +0.40 |
| CRCL Circle Internet Group Inc. | New | 0.40% | +0.40 |
| VRNA Verona Pharma Ltd. | Add +511.7% | 0.37% | +0.32 |
| TEM Tempus AI Inc. Class A | Add +1747.6% | 0.28% | +0.26 |
| AFRM Affirm Holdings Inc. | Add +7.0% | 0.98% | +0.24 |
| XMTR Xometry Inc. Class A | Add +248.8% | 0.31% | +0.23 |
| HOOD Robinhood Markets Inc. Class A | Add +81.4% | 0.32% | +0.23 |
| SPOT Spotify Technology SA | Add +5.1% | 1.18% | +0.19 |
| SITM Sitime Corp. | Add +7.9% | 0.89% | +0.16 |
| BBIO Bridgebio Pharma Inc. | Add +280.7% | 0.21% | +0.16 |
| SNOW Snowflake Inc. | Add +180.0% | 0.21% | +0.15 |
| CALX Calix Inc. | Add +14.7% | 0.52% | +0.15 |
| UTI Universal Technical Institut | Add +464.5% | 0.17% | +0.14 |
| PRCH Porch Group Inc. | Add +41.3% | 0.31% | +0.14 |
| TSM Taiwan Semiconductor-SP ADR | Add +1064.3% | 0.15% | +0.14 |
| LYV Live Nation Entertainment Inc. | New | 0.14% | +0.14 |
| GE General Electric | Add +60.6% | 0.34% | +0.14 |
| WWD Woodward Inc. | New | 0.13% | +0.13 |
| ARM Arm Holdings PLC-ADR | Add +0.2% | 0.60% | +0.11 |
| KTOS Kratos Defense & Security | Add +1589.0% | 0.11% | +0.11 |
| HNGE Hinge Health Inc. Class A | New | 0.10% | +0.10 |
| RBRK Rubrik Inc. Class A | Add +70.6% | 0.18% | +0.09 |
| MSFT Microsoft Corp. | Add +2.2% | 0.93% | +0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +3.2% | 0.48% | +0.08 |
| DASH DoorDash Inc. Class A | Add +191.0% | 0.12% | +0.08 |
| EVLV Evolv Technologies Holdings | New | 0.07% | +0.07 |
| TWLO Twilio Inc. Class A | Add +27.9% | 0.31% | +0.07 |
| CYTK Cytokinetics Inc. | Add +1185.9% | 0.07% | +0.06 |
| CHYM Chime Financial Inc. Class A | New | 0.06% | +0.06 |
| ROKU Roku Inc. | Add +3.9% | 0.81% | +0.04 |
| TPR Tapestry Inc. | Add +524.3% | 0.05% | +0.04 |
| RARE Ultragenyx Pharmaceutical Inc. | Add +629.1% | 0.05% | +0.04 |
| KYMR Kymera Therapeutics Inc. | Add +3.3% | 0.15% | +0.04 |
| BBNX Beta Bionics Inc. | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | Add +25.3% | 0.08% | +0.04 |
| LEN Lennar Corp. Class A | New | 0.03% | +0.03 |
| NN Nextnav Inc. | New | 0.03% | +0.03 |
| VG Venture Global Inc. Class A | New | 0.03% | +0.03 |
| EYE National Vision Holdings Inc. | New | 0.03% | +0.03 |
| CNR Core Natural Resources Inc. | New | 0.02% | +0.02 |
| ABNB Airbnb Inc. Class A | Add +15.1% | 0.64% | +0.02 |
| ORLY O'reilly Automotive Inc. | New | 0.02% | +0.02 |
| HIMS Hims & Hers Health Inc. | Add +0.1% | 0.08% | +0.02 |
| MAMA Mama's Creations Inc. | New | 0.02% | +0.02 |
| ALHC Alignment Healthcare Inc. | 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 |