Gilder Gagnon Howe & Co. LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Gilder Gagnon Howe & Co. LLC reported 250 stock positions worth $9.5 billion. Its top holding was Nvidia (NVDA) at 5.1% of the portfolio, followed by Amazon.com (AMZN, 4.4%) and Netflix (NFLX, 4.3%). Compared with Q3 2025, it opened 36 new positions, sold out of 35, added to 53 and reduced 159. The biggest buy was Reddit Class A (RDDT, shares +592%) and the biggest sale Netflix (NFLX, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0000902464
- Portfolio Value
- $9.5B (Q4 2025)
- SEC Filing
- 0001172661-26-000858 ↗ filed Feb 17, 2026
Holdings Value
Holdings 250 stocks · $9.5B
| NVDA Nvidia Corp. | 5.08% | 2,579,709 | $481.1M | Reduce -4.6% |
| AMZN Amazon.com Inc. | 4.38% | 1,799,609 | $415.4M | Reduce -0.8% |
| NFLX Netflix Inc. | 4.32% | 4,365,376 | $409.3M | Reduce -2.8% |
| SHOP Shopify Inc. Class A | 3.70% | 2,178,396 | $350.7M | Reduce -5.9% |
| NET Cloudflare Inc. Class A | 3.65% | 1,754,461 | $345.9M | Reduce -4.5% |
| TSLA Tesla Inc. | 3.45% | 726,497 | $326.7M | Reduce -3.5% |
| META Meta Platforms Inc. Class A | 2.86% | 410,257 | $270.8M | Reduce -2.6% |
| ISRG Intuitive Surgical Inc. | 2.83% | 473,545 | $268.2M | Reduce -1.5% |
| NTRA Natera Inc. | 2.00% | 828,300 | $189.8M | Reduce -13.6% |
| PWR Quanta Services Inc. | 1.66% | 373,367 | $157.6M | Reduce -5.5% |
| TOST Toast Inc. Class A | 1.65% | 4,390,564 | $155.9M | Reduce -4.3% |
| GOOGL Alphabet Inc. Class A | 1.60% | 485,809 | $152.1M | Reduce -1.5% |
| EMBJ Embraer SA-Spon ADR | 1.58% | 2,323,295 | $149.6M | Reduce -2.2% |
| TKO Tko Group Holdings Inc. | 1.53% | 694,600 | $145.2M | Reduce -2.6% |
| MU Micron Technology Inc. | 1.50% | 496,334 | $141.7M | Reduce -2.6% |
| RBLX Roblox Corp. Class A | 1.46% | 1,702,110 | $137.9M | Reduce -0.4% |
| SITM Sitime Corp. | 1.38% | 371,294 | $131.1M | Reduce -3.6% |
| ARQT Arcutis Biotherapeutics Inc. | 1.37% | 4,453,856 | $129.3M | Add +0.6% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.34% | 319,305 | $127.0M | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 1.29% | 389,782 | $122.3M | Reduce -2.5% |
| QXO Qxo Inc. | 1.27% | 6,226,055 | $120.1M | Add +7.6% |
| SN Sharkninja Inc. | 1.17% | 990,624 | $110.9M | Reduce -2.5% |
| MELI MercadoLibre Inc. | 1.16% | 54,763 | $110.3M | Reduce -0.9% |
| ANET Arista Networks Inc. | 1.13% | 816,531 | $107.0M | Reduce -3.0% |
| SHAK Shake Shack Inc. Class A | 1.09% | 1,269,116 | $103.0M | Reduce -2.9% |
| BSX Boston Scientific Corp. | 1.08% | 1,077,221 | $102.7M | Reduce -2.4% |
| ECHO Echostar Corp. Class A | 1.07% | 929,392 | $101.0M | Add +48.9% |
| APPF Appfolio Inc. Class A | 1.03% | 419,431 | $97.6M | Reduce -19.0% |
| GAP The Gap Inc. | 1.01% | 3,735,108 | $95.6M | Reduce -2.1% |
| RDDT Reddit Inc. Class A | 1.00% | 411,542 | $94.6M | Add +592.4% |
| NYT New York Times Co. Class A | 0.99% | 1,348,621 | $93.6M | Reduce -2.6% |
| LPLA LPL Financial Holdings Inc. | 0.98% | 259,070 | $92.5M | Reduce -2.6% |
| DUOL Duolingo | 0.94% | 506,131 | $88.8M | Reduce -11.6% |
| HOOD Robinhood Markets Inc. Class A | 0.92% | 772,946 | $87.4M | Add +24.2% |
| NBIS Nebius Group NV | 0.90% | 1,013,986 | $84.9M | Reduce -3.4% |
| TBBB BBB Foods Inc. Class A | 0.89% | 2,511,410 | $83.9M | Reduce -1.5% |
| FIGR Figure Technology Solut Class A | 0.86% | 2,005,143 | $81.9M | Reduce -38.7% |
| MSFT Microsoft Corp. | 0.83% | 162,696 | $78.7M | Reduce -4.2% |
| SPOT Spotify Technology SA | 0.80% | 129,883 | $75.4M | Reduce -8.2% |
| SPNT Siriuspoint Ltd. | 0.76% | 3,293,875 | $72.1M | Reduce -3.4% |
| RIVN Rivian Automotive Inc. Class A | 0.75% | 3,601,956 | $71.0M | Add +0.5% |
| AFRM Affirm Holdings Inc. | 0.75% | 952,909 | $70.9M | Reduce -2.2% |
| FNV Franco-Nevada Corp. | 0.75% | 341,137 | $70.7M | Reduce -2.1% |
| HUBS HubSpot Inc. | 0.70% | 165,938 | $66.6M | Reduce -3.4% |
| FRPT Freshpet Inc. | 0.68% | 1,055,140 | $64.3M | Reduce -10.5% |
| POOL Pool Corp. | 0.68% | 280,857 | $64.2M | Reduce -2.2% |
| TTAN Servicetitan Inc. Class A | 0.67% | 597,669 | $63.7M | Reduce -2.3% |
| BOOT Boot Barn Holdings Inc. | 0.67% | 357,946 | $63.2M | Reduce -2.4% |
| ESLT Elbit Systems Ltd. | 0.65% | 107,124 | $61.9M | Reduce -2.5% |
| XMTR Xometry Inc. Class A | 0.64% | 1,022,055 | $60.8M | Add +5.6% |
| ARX Accelerant Holdings Class A | 0.64% | 3,703,078 | $60.5M | Reduce -5.0% |
| AERO Grupo Aeromexico Sab DE CV | 0.62% | 2,676,925 | $58.8M | New |
| ABNB Airbnb Inc. Class A | 0.62% | 432,553 | $58.7M | Reduce -2.2% |
| TSEM Tower Semiconductor Ltd. | 0.58% | 471,954 | $55.4M | Reduce -2.5% |
| SPHR Sphere Entertainment Co. | 0.56% | 561,146 | $53.4M | New |
| ROKU Roku Inc. | 0.55% | 481,299 | $52.2M | Reduce -50.2% |
| CBOE Cboe Global Markets Inc. | 0.55% | 207,302 | $52.0M | Add +0.5% |
| MLM Martin Marietta Materials | 0.52% | 78,553 | $48.9M | Add +0.1% |
| CALX Calix Inc. | 0.50% | 887,927 | $47.0M | Reduce -1.6% |
| TLN Talen Energy Corp. | 0.49% | 123,521 | $46.3M | Reduce -5.2% |
| MDB Mongodb Inc. | 0.46% | 103,781 | $43.6M | Reduce -9.8% |
| PLTR Palantir Technologies Inc. Class A | 0.45% | 241,719 | $43.0M | Reduce -15.5% |
| GE General Electric filed as GE AEROSPACE | 0.44% | 134,272 | $41.4M | Add +10.4% |
| SFM Sprouts Farmers Market Inc. | 0.43% | 511,346 | $40.7M | Reduce -3.9% |
| ARM Arm Holdings PLC-ADR | 0.42% | 366,729 | $40.1M | Add +5.4% |
| PRCH Porch Group Inc. | 0.42% | 4,347,373 | $39.7M | Add +16.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.40% | 81,669 | $38.3M | Reduce -2.3% |
| FTAI Ftai Aviation Ltd. | 0.39% | 188,013 | $37.0M | Add +34.9% |
| ALHC Alignment Healthcare Inc. | 0.39% | 1,857,139 | $36.7M | Reduce -1.4% |
| VIA Via Transportation Inc. Class A | 0.38% | 1,237,829 | $35.9M | Add +248.7% |
| SITE Siteone Landscape Supply Inc. | 0.37% | 284,842 | $35.5M | Add +2.3% |
| BBIO Bridgebio Pharma Inc. | 0.37% | 457,977 | $35.0M | Reduce -0.9% |
| TEM Tempus AI Inc. Class A | 0.36% | 576,774 | $34.1M | Reduce -25.9% |
| TDG Transdigm Group Inc. | 0.36% | 25,535 | $34.0M | Add +83.1% |
| U Unity Software Inc. | 0.34% | 731,222 | $32.3M | Reduce -1.9% |
| FND Floor & Decor Holdings Inc. Class A | 0.34% | 524,055 | $31.9M | Reduce -6.0% |
| LOAR Loar Holdings Inc. | 0.34% | 466,869 | $31.7M | Reduce -1.8% |
| FWRG First Watch Restaurant Group | 0.33% | 2,081,672 | $31.4M | Reduce -3.0% |
| IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L | 0.32% | 1,220,116 | $30.6M | Reduce -1.6% |
| GTLS Chart Industries Inc. | 0.32% | 148,136 | $30.6M | Reduce -16.1% |
| TXRH Texas Roadhouse Inc. | 0.32% | 182,324 | $30.3M | Reduce -1.3% |
| IBN Icici Bank Ltd.-Spon ADR | 0.31% | 996,262 | $29.7M | Reduce -2.3% |
| OPCH Option Care Health Inc. | 0.27% | 808,608 | $25.8M | Reduce -1.8% |
| FIG Figma Inc. Class A | 0.26% | 667,532 | $24.9M | Reduce -0.1% |
| C Citigroup Inc. | 0.26% | 213,530 | $24.9M | New |
| CYTK Cytokinetics Inc. | 0.26% | 385,820 | $24.5M | Reduce -0.8% |
| BRCB Black Rock Coffee Bar Inc. Class A | 0.23% | 976,304 | $21.7M | Reduce -30.8% |
| TBN Tamboran Resources Corp. | 0.23% | 794,648 | $21.6M | Add +182.1% |
| KTOS Kratos Defense & Security | 0.22% | 269,793 | $20.5M | Reduce -1.1% |
| TWLO Twilio Inc. Class A | 0.21% | 142,844 | $20.3M | Reduce -5.8% |
| MDGL Madrigal Pharmaceuticals Inc. | 0.21% | 33,468 | $19.5M | Add +8.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 64,104 | $19.5M | Reduce -3.6% |
| KYMR Kymera Therapeutics Inc. | 0.20% | 239,916 | $18.7M | Reduce -2.8% |
| WRBY Warby Parker Inc. Class A | 0.20% | 854,143 | $18.6M | Reduce -48.8% |
| MA Mastercard Inc. Class A | 0.19% | 31,513 | $18.0M | Reduce -4.4% |
| GKOS Glaukos Corp. | 0.18% | 154,442 | $17.4M | Reduce -53.8% |
| BETA Beta Technologies Inc. Class A | 0.18% | 617,864 | $17.4M | New |
| HDB HDFC Bank Ltd.-ADR | 0.18% | 473,474 | $17.3M | Reduce -32.1% |
| GEV GE Vernova Inc. | 0.18% | 26,352 | $17.2M | Add +7.3% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.18% | 241,764 | $17.0M | Reduce -0.2% |
Portfolio Sells Q3 2025 → Q4 2025
| NFLX Netflix Inc. | Reduce -2.8% | 4.32% | −1.16 |
| RBLX Roblox Corp. Class A | Reduce -0.4% | 1.46% | −0.96 |
| DUOL Duolingo | Reduce -11.6% | 0.94% | −0.94 |
| PCOR Procore Technologies Inc. | Reduce -98.5% | 0.01% | −0.76 |
| ROKU Roku Inc. | Reduce -50.2% | 0.55% | −0.43 |
| APPF Appfolio Inc. Class A | Reduce -19.0% | 1.03% | −0.42 |
| NET Cloudflare Inc. Class A | Reduce -4.5% | 3.65% | −0.36 |
| FIGR Figure Technology Solut Class A | Reduce -38.7% | 0.86% | −0.35 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.34 |
| NBIS Nebius Group NV | Reduce -3.4% | 0.90% | −0.30 |
| META Meta Platforms Inc. Class A | Reduce -2.6% | 2.86% | −0.29 |
| TEM Tempus AI Inc. Class A | Reduce -25.9% | 0.36% | −0.28 |
| WRBY Warby Parker Inc. Class A | Reduce -48.8% | 0.20% | −0.27 |
| POOL Pool Corp. | Reduce -2.2% | 0.68% | −0.23 |
| SPOT Spotify Technology SA | Reduce -8.2% | 0.80% | −0.21 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -3.0% | 1.34% | −0.19 |
| RBRK Rubrik Inc. Class A | Sold out | 0.00% | −0.16 |
| SFM Sprouts Farmers Market Inc. | Reduce -3.9% | 0.43% | −0.16 |
| SHAK Shake Shack Inc. Class A | Reduce -2.9% | 1.09% | −0.16 |
| MELI MercadoLibre Inc. | Reduce -0.9% | 1.16% | −0.15 |
| BNTX Biontech SE-ADR | Reduce -80.9% | 0.03% | −0.14 |
| KNF Knife River Corp. | Reduce -77.9% | 0.03% | −0.12 |
| ANET Arista Networks Inc. | Reduce -3.0% | 1.13% | −0.12 |
| HUBS HubSpot Inc. | Reduce -3.4% | 0.70% | −0.12 |
| BRCB Black Rock Coffee Bar Inc. Class A | Reduce -30.8% | 0.23% | −0.11 |
| OSCR Oscar Health Inc. Class A | Reduce -22.0% | 0.17% | −0.11 |
| GKOS Glaukos Corp. | Reduce -53.8% | 0.18% | −0.09 |
| FIG Figma Inc. Class A | Reduce -0.1% | 0.26% | −0.09 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -6.0% | 0.34% | −0.08 |
| PLTR Palantir Technologies Inc. Class A | Reduce -15.5% | 0.45% | −0.08 |
| TLN Talen Energy Corp. | Reduce -5.2% | 0.49% | −0.08 |
| CB Chubb Ltd. | Reduce -51.5% | 0.10% | −0.08 |
| LYV Live Nation Entertainment Inc. | Reduce -39.4% | 0.09% | −0.07 |
| CSGP Costar Group Inc. | Reduce -13.8% | 0.17% | −0.07 |
| SNOW Snowflake Inc. | Reduce -37.0% | 0.12% | −0.07 |
| CALX Calix Inc. | Reduce -1.6% | 0.50% | −0.07 |
| MSFT Microsoft Corp. | Reduce -4.2% | 0.83% | −0.07 |
| PAAS Pan American Silver Corp. | Sold out | 0.00% | −0.06 |
| NVDA Nvidia Corp. | Reduce -4.6% | 5.08% | −0.06 |
| HDB HDFC Bank Ltd.-ADR | Reduce -32.1% | 0.18% | −0.06 |
| TOST Toast Inc. Class A | Reduce -4.3% | 1.65% | −0.06 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.06 |
| TPR Tapestry Inc. | Reduce -86.4% | 0.01% | −0.06 |
| AGI Alamos Gold Inc. Class A | Reduce -55.4% | 0.06% | −0.06 |
| LOAR Loar Holdings Inc. | Reduce -1.8% | 0.34% | −0.05 |
| CWH Camping World Holdings Inc. Class A | Reduce -40.2% | 0.03% | −0.05 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.05 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.05 |
| ONEW Onewater Marine Inc. Class A | Reduce -5.8% | 0.09% | −0.05 |
| FNV Franco-Nevada Corp. | Reduce -2.1% | 0.75% | −0.05 |
Portfolio Buys Q3 2025 → Q4 2025
| RDDT Reddit Inc. Class A | Add +592.4% | 1.00% | +0.86 |
| AERO Grupo Aeromexico Sab DE CV | New | 0.62% | +0.62 |
| ECHO Echostar Corp. Class A | Add +48.9% | 1.07% | +0.58 |
| SPHR Sphere Entertainment Co. | New | 0.56% | +0.56 |
| ARQT Arcutis Biotherapeutics Inc. | Add +0.6% | 1.37% | +0.51 |
| C Citigroup Inc. | New | 0.26% | +0.26 |
| RIVN Rivian Automotive Inc. Class A | Add +0.5% | 0.75% | +0.21 |
| VIA Via Transportation Inc. Class A | Add +248.7% | 0.38% | +0.21 |
| BETA Beta Technologies Inc. Class A | New | 0.18% | +0.18 |
| TDG Transdigm Group Inc. | Add +83.1% | 0.36% | +0.17 |
| FTAI Ftai Aviation Ltd. | Add +34.9% | 0.39% | +0.15 |
| AAOI Applied Optoelectronics Inc. | Add +450.8% | 0.17% | +0.15 |
| TBN Tamboran Resources Corp. | Add +182.1% | 0.23% | +0.15 |
| QXO Qxo Inc. | Add +7.6% | 1.27% | +0.14 |
| ESTA Establishment Labs Holdings | New | 0.13% | +0.13 |
| REZI Resideo Technologies Inc. | New | 0.12% | +0.12 |
| XMTR Xometry Inc. Class A | Add +5.6% | 0.64% | +0.10 |
| SIBN Si-Bone Inc. | New | 0.09% | +0.09 |
| LMND Lemonade Inc. | New | 0.08% | +0.08 |
| NAMS Newamsterdam Pharma Co. NV | Add +583.1% | 0.09% | +0.08 |
| IBM Intl Business Machines Corp. | New | 0.07% | +0.07 |
| GE General Electric | Add +10.4% | 0.44% | +0.06 |
| PTON Peloton Interactive Inc. Class A | New | 0.06% | +0.06 |
| DEC Diversified Energy Co. | New | 0.06% | +0.06 |
| MDGL Madrigal Pharmaceuticals Inc. | Add +8.5% | 0.21% | +0.06 |
| CCOI Cogent Communications Holdin | Add +186.5% | 0.11% | +0.04 |
| MCO Moody's Corp. | New | 0.04% | +0.04 |
| NP Neptune Insurance Holdi Class A | New | 0.04% | +0.04 |
| CBOE Cboe Global Markets Inc. | Add +0.5% | 0.55% | +0.03 |
| FICO Fair Isaac Corp. | New | 0.03% | +0.03 |
| GRAL Grail Inc. | Add +149.9% | 0.04% | +0.03 |
| GEV GE Vernova Inc. | Add +7.3% | 0.18% | +0.03 |
| SMTC Semtech Corp. | New | 0.03% | +0.03 |
| VSXY Victoria's Secret & Co. | New | 0.03% | +0.03 |
| IMNM Immunome Inc. | Add +31.4% | 0.04% | +0.02 |
| WCN Waste Connections Inc. | New | 0.02% | +0.02 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +33.4% | 0.08% | +0.02 |
| NPKI NPK International Inc. | New | 0.02% | +0.02 |
| SXT Sensient Technologies Corp. | New | 0.02% | +0.02 |
| COGT Cogent Biosciences Inc. | New | 0.02% | +0.02 |
| LITE Lumentum Holdings Inc. | New | 0.02% | +0.02 |
| HII Huntington Ingalls Industrie | New | 0.02% | +0.02 |
| HTFL Heartflow Inc. | Add +55.7% | 0.06% | +0.02 |
| IONS Ionis Pharmaceuticals Inc. | New | 0.02% | +0.02 |
| TDUP Thredup Inc. Class A | Add +60.3% | 0.14% | +0.02 |
| PHAT Phathom Pharmaceuticals Inc. | Add +64.0% | 0.03% | +0.01 |
| HOOD Robinhood Markets Inc. Class A | Add +24.2% | 0.92% | +0.01 |
| APP AppLovin Corp. Class A | Add +72.4% | 0.03% | +0.01 |
| PL Planet Labs PBC | Add +80.7% | 0.02% | +0.01 |
| MLM Martin Marietta Materials | Add +0.1% | 0.52% | +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 |