Gilder Gagnon Howe & Co. LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Gilder Gagnon Howe & Co. LLC reported 249 stock positions worth $9.8 billion. Its top holding was Netflix (NFLX) at 5.5% of the portfolio, followed by Nvidia (NVDA, 5.1%) and Amazon.com (AMZN, 4.1%). Compared with Q2 2025, it opened 31 new positions, sold out of 20, added to 70 and reduced 143. The biggest buy was a new position in Figure Technology Solut Class A (FIGR) and the biggest sale Netflix (NFLX, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0000902464
- Portfolio Value
- $9.8B (Q3 2025)
- SEC Filing
- 0001172661-25-004939 ↗ filed Nov 14, 2025
Holdings Value
Holdings 249 stocks · $9.8B
| NFLX Netflix Inc. | 5.48% | 448,994 | $538.3M | Reduce -4.7% |
| NVDA Nvidia Corp. | 5.14% | 2,703,132 | $504.4M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 4.06% | 1,813,827 | $398.3M | Reduce -2.8% |
| NET Cloudflare Inc. Class A | 4.02% | 1,836,430 | $394.1M | Reduce -6.1% |
| SHOP Shopify Inc. Class A | 3.50% | 2,314,457 | $344.0M | Reduce -3.2% |
| TSLA Tesla Inc. | 3.41% | 752,539 | $334.7M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 3.15% | 421,023 | $309.2M | Reduce -4.5% |
| RBLX Roblox Corp. Class A | 2.41% | 1,709,516 | $236.8M | Reduce -1.5% |
| ISRG Intuitive Surgical Inc. | 2.19% | 480,817 | $215.0M | Reduce -2.4% |
| DUOL Duolingo | 1.88% | 572,528 | $184.3M | Reduce -3.4% |
| TOST Toast Inc. Class A | 1.71% | 4,585,760 | $167.4M | Add +4.8% |
| PWR Quanta Services Inc. | 1.67% | 395,269 | $163.8M | Reduce -1.3% |
| NTRA Natera Inc. | 1.57% | 958,997 | $154.4M | Reduce -7.6% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.53% | 329,321 | $150.2M | Reduce -2.3% |
| TKO Tko Group Holdings Inc. | 1.47% | 712,818 | $144.0M | Reduce -1.4% |
| EMBJ Embraer SA-Spon ADR | 1.46% | 2,374,954 | $143.6M | Reduce -7.9% |
| APPF Appfolio Inc. Class A | 1.45% | 517,750 | $142.7M | Reduce -1.4% |
| MELI MercadoLibre Inc. | 1.32% | 55,282 | $129.2M | Reduce -2.2% |
| ANET Arista Networks Inc. | 1.25% | 842,028 | $122.7M | Reduce -4.7% |
| SHAK Shake Shack Inc. Class A | 1.25% | 1,306,324 | $122.3M | Reduce -8.0% |
| GOOGL Alphabet Inc. Class A | 1.22% | 493,071 | $119.9M | Reduce -1.9% |
| FIGR Figure Technology Solut Class A | 1.21% | 3,272,349 | $119.0M | New |
| NBIS Nebius Group NV | 1.20% | 1,049,218 | $117.8M | Add +17.7% |
| SITM Sitime Corp. | 1.18% | 385,313 | $116.1M | Reduce -2.2% |
| QXO Qxo Inc. | 1.12% | 5,788,385 | $110.3M | Add +10.7% |
| BSX Boston Scientific Corp. | 1.10% | 1,103,325 | $107.7M | Reduce -1.9% |
| SN Sharkninja Inc. | 1.07% | 1,016,215 | $104.8M | Add +12.8% |
| SPOT Spotify Technology SA | 1.01% | 141,451 | $98.7M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 0.99% | 399,575 | $97.3M | Reduce -1.8% |
| ROKU Roku Inc. | 0.99% | 965,711 | $96.7M | Add +11.0% |
| HOOD Robinhood Markets Inc. Class A | 0.91% | 622,318 | $89.1M | Add +90.8% |
| POOL Pool Corp. | 0.91% | 287,230 | $89.1M | Add +2.1% |
| LPLA LPL Financial Holdings Inc. | 0.90% | 265,966 | $88.5M | Reduce -1.7% |
| MSFT Microsoft Corp. | 0.90% | 169,870 | $88.0M | Reduce -3.9% |
| MU Micron Technology Inc. | 0.87% | 509,460 | $85.2M | Reduce -1.5% |
| ARQT Arcutis Biotherapeutics Inc. | 0.85% | 4,429,108 | $83.5M | Add +6.6% |
| GAP The Gap Inc. | 0.83% | 3,816,566 | $81.6M | Add +1.0% |
| HUBS HubSpot Inc. | 0.82% | 171,795 | $80.4M | Reduce -2.3% |
| NYT New York Times Co. Class A | 0.81% | 1,384,413 | $79.5M | Reduce -14.3% |
| FNV Franco-Nevada Corp. | 0.79% | 348,596 | $77.7M | Reduce -0.5% |
| PCOR Procore Technologies Inc. | 0.77% | 1,038,866 | $75.8M | Reduce -5.2% |
| AFRM Affirm Holdings Inc. | 0.73% | 974,471 | $71.2M | Reduce -27.0% |
| TBBB BBB Foods Inc. Class A | 0.70% | 2,548,695 | $68.7M | Reduce -10.2% |
| FRPT Freshpet Inc. | 0.66% | 1,178,848 | $65.0M | Reduce -10.7% |
| TEM Tempus AI Inc. Class A | 0.64% | 778,028 | $62.8M | Add +88.3% |
| PRCH Porch Group Inc. | 0.64% | 3,729,166 | $62.6M | Add +51.6% |
| SPNT Siriuspoint Ltd. | 0.63% | 3,411,075 | $61.7M | Add +0.7% |
| TTAN Servicetitan Inc. Class A | 0.63% | 611,880 | $61.7M | Reduce -0.8% |
| BOOT Boot Barn Holdings Inc. | 0.62% | 366,795 | $60.8M | Reduce -19.6% |
| ARX Accelerant Holdings Class A | 0.59% | 3,898,272 | $58.0M | New |
| SFM Sprouts Farmers Market Inc. | 0.59% | 532,250 | $57.9M | Reduce -1.6% |
| ESLT Elbit Systems Ltd. | 0.57% | 109,915 | $56.0M | Reduce -1.7% |
| TLN Talen Energy Corp. | 0.56% | 130,297 | $55.4M | Reduce -20.3% |
| CALX Calix Inc. | 0.56% | 902,621 | $55.4M | Reduce -1.2% |
| ABNB Airbnb Inc. Class A | 0.55% | 442,357 | $53.7M | Reduce -2.6% |
| XMTR Xometry Inc. Class A | 0.54% | 967,811 | $52.7M | Add +12.6% |
| RIVN Rivian Automotive Inc. Class A | 0.54% | 3,585,239 | $52.6M | Reduce -1.6% |
| PLTR Palantir Technologies Inc. Class A | 0.53% | 285,965 | $52.2M | Reduce -50.6% |
| CBOE Cboe Global Markets Inc. | 0.52% | 206,360 | $50.6M | Reduce -9.0% |
| MLM Martin Marietta Materials | 0.50% | 78,446 | $49.4M | Reduce -1.4% |
| ARM Arm Holdings PLC-ADR | 0.50% | 348,067 | $49.2M | Add +0.3% |
| ECHO Echostar Corp. Class A | 0.49% | 624,187 | $47.7M | Add +426.2% |
| WRBY Warby Parker Inc. Class A | 0.47% | 1,668,224 | $46.0M | Reduce -1.1% |
| FND Floor & Decor Holdings Inc. Class A | 0.42% | 557,436 | $41.1M | Reduce -2.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.42% | 83,597 | $41.0M | Reduce -5.1% |
| LOAR Loar Holdings Inc. | 0.39% | 475,204 | $38.0M | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 0.37% | 121,669 | $36.6M | Reduce -0.8% |
| SITE Siteone Landscape Supply Inc. | 0.37% | 278,565 | $35.9M | Add +14.5% |
| MDB Mongodb Inc. | 0.36% | 115,069 | $35.7M | Add +7.5% |
| GTLS Chart Industries Inc. | 0.36% | 176,553 | $35.3M | Reduce -3.7% |
| TSEM Tower Semiconductor Ltd. | 0.36% | 483,983 | $35.0M | New |
| FIG Figma Inc. Class A | 0.35% | 668,140 | $34.7M | New |
| BRCB Black Rock Coffee Bar Inc. Class A | 0.34% | 1,411,127 | $33.7M | New |
| FWRG First Watch Restaurant Group | 0.34% | 2,145,809 | $33.6M | Reduce -2.0% |
| DKS Dick's Sporting Goods Inc. | 0.34% | 149,279 | $33.2M | Reduce -0.8% |
| ALHC Alignment Healthcare Inc. | 0.34% | 1,884,076 | $32.9M | Add +1193.8% |
| IBN Icici Bank Ltd.-Spon ADR | 0.31% | 1,019,743 | $30.8M | Reduce -3.4% |
| TXRH Texas Roadhouse Inc. | 0.31% | 184,646 | $30.7M | Add +34.1% |
| U Unity Software Inc. | 0.30% | 745,055 | $29.8M | New |
| IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L | 0.29% | 1,240,534 | $28.8M | Reduce -0.2% |
| GKOS Glaukos Corp. | 0.28% | 334,532 | $27.3M | Reduce -52.3% |
| OSCR Oscar Health Inc. Class A | 0.27% | 1,421,405 | $26.9M | Reduce -71.0% |
| KTOS Kratos Defense & Security | 0.25% | 272,893 | $24.9M | Add +17.3% |
| BBIO Bridgebio Pharma Inc. | 0.24% | 462,311 | $24.0M | Reduce -0.7% |
| HDB HDFC Bank Ltd.-ADR | 0.24% | 697,781 | $23.8M | Reduce -2.3% |
| CSGP Costar Group Inc. | 0.24% | 278,503 | $23.5M | Add +13.5% |
| FTAI Ftai Aviation Ltd. | 0.24% | 139,364 | $23.3M | Reduce -20.4% |
| OPCH Option Care Health Inc. | 0.23% | 823,478 | $22.9M | Reduce -0.6% |
| CYTK Cytokinetics Inc. | 0.22% | 389,055 | $21.4M | Add +103.6% |
| MA Mastercard Inc. Class A | 0.19% | 32,961 | $18.7M | Reduce -6.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 66,519 | $18.6M | Add +4.8% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.19% | 242,297 | $18.6M | Reduce -0.4% |
| SNOW Snowflake Inc. | 0.19% | 81,944 | $18.5M | Reduce -8.4% |
| TDG Transdigm Group Inc. | 0.19% | 13,944 | $18.4M | Add +8.7% |
| VIA Via Transportation Inc. Class A | 0.17% | 354,981 | $17.1M | New |
| CB Chubb Ltd. | 0.17% | 59,466 | $16.8M | Reduce -20.5% |
| BNTX Biontech SE-ADR | 0.17% | 168,871 | $16.7M | Reduce -74.7% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.17% | 691,325 | $16.5M | Reduce -7.0% |
| UTI Universal Technical Institut | 0.17% | 505,198 | $16.4M | Add +6.0% |
| RBRK Rubrik Inc. Class A | 0.16% | 192,223 | $15.8M | Reduce -1.0% |
Portfolio Sells Q2 2025 → Q3 2025
| NFLX Netflix Inc. | Reduce -4.7% | 5.48% | −1.21 |
| SHAK Shake Shack Inc. Class A | Reduce -8.0% | 1.25% | −0.87 |
| OSCR Oscar Health Inc. Class A | Reduce -71.0% | 0.27% | −0.84 |
| DUOL Duolingo | Reduce -3.4% | 1.88% | −0.70 |
| ISRG Intuitive Surgical Inc. | Reduce -2.4% | 2.19% | −0.65 |
| BNTX Biontech SE-ADR | Reduce -74.7% | 0.17% | −0.58 |
| GKOS Glaukos Corp. | Reduce -52.3% | 0.28% | −0.49 |
| KNF Knife River Corp. | Reduce -71.9% | 0.16% | −0.46 |
| CRCL Circle Internet Group Inc. | Sold out | 0.00% | −0.40 |
| RACE Ferrari NV | Reduce -89.8% | 0.04% | −0.37 |
| XYZ Block Inc. | Reduce -94.7% | 0.02% | −0.37 |
| VRNA Verona Pharma Ltd. | Sold out | 0.00% | −0.37 |
| SFM Sprouts Farmers Market Inc. | Reduce -1.6% | 0.59% | −0.36 |
| PLTR Palantir Technologies Inc. Class A | Reduce -50.6% | 0.53% | −0.31 |
| META Meta Platforms Inc. Class A | Reduce -4.5% | 3.15% | −0.30 |
| FRPT Freshpet Inc. | Reduce -10.7% | 0.66% | −0.29 |
| NTRA Natera Inc. | Reduce -7.6% | 1.57% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -2.8% | 4.06% | −0.29 |
| AFRM Affirm Holdings Inc. | Reduce -27.0% | 0.73% | −0.25 |
| MELI MercadoLibre Inc. | Reduce -2.2% | 1.32% | −0.25 |
| HUBS HubSpot Inc. | Reduce -2.3% | 0.82% | −0.22 |
| BSX Boston Scientific Corp. | Reduce -1.9% | 1.10% | −0.19 |
| LPLA LPL Financial Holdings Inc. | Reduce -1.7% | 0.90% | −0.18 |
| SPOT Spotify Technology SA | Reduce -2.5% | 1.01% | −0.18 |
| SG Sweetgreen Inc. Class A | Reduce -85.8% | 0.01% | −0.17 |
| COCO The Vita Coco Co. Inc. | Reduce -70.1% | 0.08% | −0.16 |
| TWLO Twilio Inc. Class A | Reduce -34.5% | 0.15% | −0.15 |
| NYT New York Times Co. Class A | Reduce -14.3% | 0.81% | −0.15 |
| TBBB BBB Foods Inc. Class A | Reduce -10.2% | 0.70% | −0.14 |
| MAG Mag Silver Corp. | Sold out | 0.00% | −0.12 |
| BOOT Boot Barn Holdings Inc. | Reduce -19.6% | 0.62% | −0.12 |
| INSP Inspire Medical Systems Inc. | Reduce -80.8% | 0.01% | −0.11 |
| EMBJ Embraer SA-Spon ADR | Reduce -7.9% | 1.46% | −0.10 |
| ABNB Airbnb Inc. Class A | Reduce -2.6% | 0.55% | −0.09 |
| EVLV Evolv Technologies Holdings | Sold out | 0.00% | −0.07 |
| ONON On Holding AG Class A | Reduce -50.2% | 0.05% | −0.07 |
| TTAN Servicetitan Inc. Class A | Reduce -0.8% | 0.63% | −0.07 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -3.4% | 0.31% | −0.06 |
| CB Chubb Ltd. | Reduce -20.5% | 0.17% | −0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -5.1% | 0.42% | −0.06 |
| CHYM Chime Financial Inc. Class A | Sold out | 0.00% | −0.06 |
| OPCH Option Care Health Inc. | Reduce -0.6% | 0.23% | −0.05 |
| NET Cloudflare Inc. Class A | Reduce -6.1% | 4.02% | −0.05 |
| HDB HDFC Bank Ltd.-ADR | Reduce -2.3% | 0.24% | −0.05 |
| CBOE Cboe Global Markets Inc. | Reduce -9.0% | 0.52% | −0.05 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -2.0% | 0.42% | −0.04 |
| KRNT Kornit Digital Ltd. | Reduce -2.1% | 0.07% | −0.04 |
| MSFT Microsoft Corp. | Reduce -3.9% | 0.90% | −0.04 |
| TARS Tarsus Pharmaceuticals Inc. | Sold out | 0.00% | −0.03 |
| WSC Willscot Holdings Corp. | Reduce -51.8% | 0.02% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| FIGR Figure Technology Solut Class A | New | 1.21% | +1.21 |
| NBIS Nebius Group NV | Add +17.7% | 1.20% | +0.68 |
| ARX Accelerant Holdings Class A | New | 0.59% | +0.59 |
| HOOD Robinhood Markets Inc. Class A | Add +90.8% | 0.91% | +0.58 |
| ECHO Echostar Corp. Class A | Add +426.2% | 0.49% | +0.45 |
| TEM Tempus AI Inc. Class A | Add +88.3% | 0.64% | +0.36 |
| TSEM Tower Semiconductor Ltd. | New | 0.36% | +0.36 |
| FIG Figma Inc. Class A | New | 0.35% | +0.35 |
| BRCB Black Rock Coffee Bar Inc. Class A | New | 0.34% | +0.34 |
| PRCH Porch Group Inc. | Add +51.6% | 0.64% | +0.33 |
| ALHC Alignment Healthcare Inc. | Add +1193.8% | 0.34% | +0.31 |
| U Unity Software Inc. | New | 0.30% | +0.30 |
| ARQT Arcutis Biotherapeutics Inc. | Add +6.6% | 0.85% | +0.23 |
| XMTR Xometry Inc. Class A | Add +12.6% | 0.54% | +0.23 |
| VIA Via Transportation Inc. Class A | New | 0.17% | +0.17 |
| ROKU Roku Inc. | Add +11.0% | 0.99% | +0.17 |
| CYTK Cytokinetics Inc. | Add +103.6% | 0.22% | +0.15 |
| KTOS Kratos Defense & Security | Add +17.3% | 0.25% | +0.14 |
| RDDT Reddit Inc. Class A | New | 0.14% | +0.14 |
| MDB Mongodb Inc. | Add +7.5% | 0.36% | +0.13 |
| NKTR Nektar Therapeutics | Add +677.9% | 0.13% | +0.12 |
| SN Sharkninja Inc. | Add +12.8% | 1.07% | +0.12 |
| TDUP Thredup Inc. Class A | Add +1917.3% | 0.12% | +0.12 |
| AEHR Aehr Test Systems | New | 0.10% | +0.10 |
| TBN Tamboran Resources Corp. | New | 0.08% | +0.08 |
| GEV GE Vernova Inc. | Add +66.1% | 0.15% | +0.07 |
| CCOI Cogent Communications Holdin | New | 0.07% | +0.07 |
| PAAS Pan American Silver Corp. | New | 0.06% | +0.06 |
| NTSK Netskope Inc. Class A | New | 0.06% | +0.06 |
| SITE Siteone Landscape Supply Inc. | Add +14.5% | 0.37% | +0.05 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +341.7% | 0.05% | +0.04 |
| HTFL Heartflow Inc. | New | 0.04% | +0.04 |
| YOU Clear Secure Inc. Class A | New | 0.04% | +0.04 |
| TXRH Texas Roadhouse Inc. | Add +34.1% | 0.31% | +0.04 |
| POOL Pool Corp. | Add +2.1% | 0.91% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.8% | 0.19% | +0.04 |
| OUST Ouster Inc. | New | 0.04% | +0.04 |
| KLAR Klarna Group PLC | New | 0.04% | +0.04 |
| PSKY Paramount Skydance Class B | New | 0.03% | +0.03 |
| CSGP Costar Group Inc. | Add +13.5% | 0.24% | +0.03 |
| AMBQ Ambiq Micro Inc. | New | 0.03% | +0.03 |
| CWH Camping World Holdings Inc. Class A | Add +63.1% | 0.08% | +0.03 |
| CIEN Ciena Corp. | Add +0.5% | 0.06% | +0.02 |
| STOK Stoke Therapeutics Inc. | Add +19.8% | 0.04% | +0.02 |
| ENVX Enovix Corp. | Add +53.9% | 0.07% | +0.02 |
| QURE Uniqure NV | New | 0.02% | +0.02 |
| LYV Live Nation Entertainment Inc. | Add +10.7% | 0.16% | +0.02 |
| IOT Samsara Inc. Class A | New | 0.02% | +0.02 |
| EZPW Ezcorp Inc. Class A | Add +71.5% | 0.04% | +0.02 |
| TPR Tapestry Inc. | Add +12.4% | 0.07% | +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 |