Gilder Gagnon Howe & Co. LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Gilder Gagnon Howe & Co. LLC reported 252 stock positions worth $8.3 billion. Its top holding was Nvidia (NVDA) at 5.3% of the portfolio, followed by Netflix (NFLX, 4.8%) and Cloudflare Class A (NET, 4.4%). Compared with Q4 2025, it opened 35 new positions, sold out of 33, added to 62 and reduced 151. The biggest buy was Enphase Energy (ENPH, shares +6430%) and the biggest sale Boston Scientific (BSX, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0000902464
- Portfolio Value
- $8.3B (Q1 2026)
- SEC Filing
- 0001172661-26-002064 ↗ filed May 15, 2026
Holdings Value
Holdings 252 stocks · $8.3B
| NVDA Nvidia Corp. | 5.30% | 2,532,418 | $441.7M | Reduce -1.8% |
| NFLX Netflix Inc. | 4.84% | 4,191,843 | $403.0M | Reduce -4.0% |
| NET Cloudflare Inc. Class A | 4.40% | 1,778,168 | $366.9M | Add +1.4% |
| AMZN Amazon.com Inc. | 4.38% | 1,751,990 | $364.9M | Reduce -2.6% |
| SHOP Shopify Inc. Class A | 3.07% | 2,154,743 | $255.6M | Reduce -1.1% |
| TSLA Tesla Inc. | 2.76% | 619,700 | $230.4M | Reduce -14.7% |
| META Meta Platforms Inc. Class A | 2.70% | 394,067 | $225.5M | Reduce -4.0% |
| ISRG Intuitive Surgical Inc. | 2.49% | 449,557 | $207.2M | Reduce -5.1% |
| PWR Quanta Services Inc. | 2.46% | 373,698 | $205.2M | Add +0.1% |
| NTRA Natera Inc. | 1.81% | 755,275 | $151.0M | Reduce -8.8% |
| GOOGL Alphabet Inc. Class A | 1.65% | 478,792 | $137.7M | Reduce -1.4% |
| ECHO Echostar Corp. Class A | 1.65% | 1,173,977 | $137.4M | Add +26.3% |
| MU Micron Technology Inc. | 1.56% | 385,605 | $130.3M | Reduce -22.3% |
| EMBJ Embraer SA-Spon ADR | 1.51% | 2,119,373 | $125.8M | Reduce -8.8% |
| GOOG Alphabet Inc. Class C | 1.44% | 419,748 | $120.4M | Add +7.7% |
| QXO Qxo Inc. | 1.40% | 5,988,681 | $116.3M | Reduce -3.8% |
| TKO Tko Group Holdings Inc. | 1.37% | 564,911 | $113.9M | Reduce -18.7% |
| NYT New York Times Co. Class A | 1.36% | 1,356,477 | $113.6M | Add +0.6% |
| SITM Sitime Corp. | 1.35% | 326,068 | $112.6M | Reduce -12.2% |
| TOST Toast Inc. Class A | 1.29% | 4,069,162 | $107.9M | Reduce -7.3% |
| SHAK Shake Shack Inc. Class A | 1.23% | 1,155,577 | $102.2M | Reduce -8.9% |
| ARQT Arcutis Biotherapeutics Inc. | 1.22% | 4,304,010 | $101.4M | Reduce -3.4% |
| SN Sharkninja Inc. | 1.22% | 957,107 | $101.4M | Reduce -3.4% |
| HOOD Robinhood Markets Inc. Class A | 1.20% | 1,447,235 | $100.3M | Add +87.2% |
| NBIS Nebius Group NV | 1.18% | 951,093 | $98.7M | Reduce -6.2% |
| ANET Arista Networks Inc. | 1.17% | 797,221 | $97.9M | Reduce -2.4% |
| MELI MercadoLibre Inc. | 1.15% | 55,552 | $96.1M | Add +1.4% |
| RBLX Roblox Corp. Class A | 1.14% | 1,680,558 | $95.1M | Reduce -1.3% |
| ESLT Elbit Systems Ltd. | 1.14% | 111,684 | $94.8M | Add +4.3% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.11% | 280,092 | $92.7M | Reduce -12.3% |
| TBBB BBB Foods Inc. Class A | 1.08% | 2,554,224 | $90.3M | Add +1.7% |
| GAP The Gap Inc. | 1.07% | 3,672,048 | $88.9M | Reduce -1.7% |
| FNV Franco-Nevada Corp. | 1.00% | 337,700 | $83.4M | Reduce -1.0% |
| TSEM Tower Semiconductor Ltd. | 0.99% | 471,466 | $82.7M | Reduce -0.1% |
| ENPH Enphase Energy Inc. | 0.97% | 2,146,391 | $81.2M | Add +6429.5% |
| SPHR Sphere Entertainment Co. | 0.79% | 561,457 | $65.9M | Add +0.1% |
| FIGR Figure Technology Solut Class A | 0.79% | 1,930,651 | $65.5M | Reduce -3.7% |
| SPNT Siriuspoint Ltd. | 0.76% | 2,945,802 | $63.5M | Reduce -10.6% |
| ARM Arm Holdings PLC-ADR | 0.74% | 408,257 | $61.8M | Add +11.3% |
| LPLA LPL Financial Holdings Inc. | 0.70% | 194,726 | $58.6M | Reduce -24.8% |
| POOL Pool Corp. | 0.68% | 281,950 | $57.0M | Add +0.4% |
| CBOE Cboe Global Markets Inc. | 0.68% | 202,940 | $57.0M | Reduce -2.1% |
| SPOT Spotify Technology SA | 0.68% | 117,482 | $57.0M | Reduce -9.6% |
| ABNB Airbnb Inc. Class A | 0.64% | 424,679 | $53.6M | Reduce -1.8% |
| RIVN Rivian Automotive Inc. Class A | 0.64% | 3,547,581 | $53.4M | Reduce -1.5% |
| BOOT Boot Barn Holdings Inc. | 0.61% | 347,787 | $50.9M | Reduce -2.8% |
| RDDT Reddit Inc. Class A | 0.61% | 376,189 | $50.7M | Reduce -8.6% |
| DUOL Duolingo | 0.60% | 508,550 | $50.1M | Add +0.5% |
| ARX Accelerant Holdings Class A | 0.60% | 3,743,364 | $50.0M | Add +1.1% |
| MDA Mda Space Ltd. | 0.59% | 1,932,161 | $48.9M | New |
| FRPT Freshpet Inc. | 0.57% | 808,566 | $47.7M | Reduce -23.4% |
| LASR Nlight Inc. | 0.54% | 786,285 | $44.8M | New |
| AFRM Affirm Holdings Inc. | 0.53% | 958,005 | $43.9M | Add +0.5% |
| TBN Tamboran Resources Corp. | 0.50% | 841,063 | $42.0M | Add +5.8% |
| FTAI Ftai Aviation Ltd. | 0.50% | 171,513 | $42.0M | Reduce -8.8% |
| APPF Appfolio Inc. Class A | 0.50% | 265,330 | $41.9M | Reduce -36.7% |
| MLM Martin Marietta Materials | 0.49% | 69,173 | $40.7M | Reduce -11.9% |
| PLTR Palantir Technologies Inc. Class A | 0.48% | 275,323 | $40.3M | Add +13.9% |
| HUBS HubSpot Inc. | 0.47% | 161,818 | $39.5M | Reduce -2.5% |
| LOB Live Oak Bancshares Inc. | 0.47% | 1,193,114 | $39.5M | New |
| AAOI Applied Optoelectronics Inc. | 0.46% | 455,375 | $38.5M | Reduce -4.1% |
| TLN Talen Energy Corp. | 0.46% | 120,181 | $38.4M | Reduce -2.7% |
| CALX Calix Inc. | 0.46% | 779,092 | $38.2M | Reduce -12.3% |
| TTAN Servicetitan Inc. Class A | 0.45% | 594,665 | $37.7M | Reduce -0.5% |
| XMTR Xometry Inc. Class A | 0.45% | 921,181 | $37.6M | Reduce -9.9% |
| AERO Grupo Aeromexico Sab DE CV | 0.41% | 2,437,743 | $34.2M | Reduce -8.9% |
| GE General Electric filed as GE AEROSPACE | 0.40% | 116,620 | $33.1M | Reduce -13.2% |
| ALHC Alignment Healthcare Inc. | 0.39% | 1,833,691 | $32.3M | Reduce -1.3% |
| SITE Siteone Landscape Supply Inc. | 0.38% | 240,400 | $32.0M | Reduce -15.6% |
| SFM Sprouts Farmers Market Inc. | 0.38% | 407,258 | $31.4M | Reduce -20.4% |
| BBIO Bridgebio Pharma Inc. | 0.37% | 420,325 | $31.2M | Reduce -8.2% |
| PRCH Porch Group Inc. | 0.36% | 4,174,917 | $29.9M | Reduce -4.0% |
| TXRH Texas Roadhouse Inc. | 0.36% | 180,168 | $29.8M | Reduce -1.2% |
| IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L | 0.35% | 1,213,785 | $29.4M | Reduce -0.5% |
| MSFT Microsoft Corp. | 0.35% | 77,787 | $28.8M | Reduce -52.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 79,525 | $26.9M | Add +24.1% |
| ROKU Roku Inc. | 0.31% | 272,337 | $25.8M | Reduce -43.4% |
| LOAR Loar Holdings Inc. | 0.30% | 440,868 | $25.3M | Reduce -5.6% |
| TDG Transdigm Group Inc. | 0.30% | 21,481 | $24.9M | Reduce -15.9% |
| VIA Via Transportation Inc. Class A | 0.28% | 1,539,571 | $23.1M | Add +24.4% |
| SEI Solaris Energy Infrastructur | 0.28% | 408,023 | $23.1M | Add +67.2% |
| INTC Intel Corp. | 0.28% | 521,122 | $23.0M | New |
| C Citigroup Inc. | 0.26% | 193,736 | $22.0M | Reduce -9.3% |
| CYTK Cytokinetics Inc. | 0.26% | 330,989 | $21.8M | Reduce -14.2% |
| OPCH Option Care Health Inc. | 0.26% | 801,142 | $21.6M | Reduce -0.9% |
| AAPL Apple Inc. | 0.24% | 79,040 | $20.1M | Add +115.1% |
| KYMR Kymera Therapeutics Inc. | 0.24% | 235,433 | $19.6M | Reduce -1.9% |
| NKTR Nektar Therapeutics | 0.23% | 271,758 | $19.6M | Add +30.5% |
| TEM Tempus AI Inc. Class A | 0.21% | 384,548 | $17.4M | Reduce -33.3% |
| GLW Corning Inc. | 0.20% | 124,940 | $17.0M | Add +606.6% |
| AEHR Aehr Test Systems | 0.20% | 444,296 | $16.5M | Add +39.7% |
| GKOS Glaukos Corp. | 0.20% | 152,897 | $16.5M | Reduce -1.0% |
| WWD Woodward Inc. | 0.20% | 45,819 | $16.4M | Reduce -1.5% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.19% | 240,239 | $15.9M | Reduce -0.6% |
| MDGL Madrigal Pharmaceuticals Inc. | 0.18% | 29,391 | $15.4M | Reduce -12.2% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.18% | 486,526 | $15.4M | Reduce -25.6% |
| ESTA Establishment Labs Holdings | 0.18% | 268,533 | $15.2M | Add +57.3% |
| GEV GE Vernova Inc. | 0.17% | 16,487 | $14.4M | Reduce -37.4% |
| KTOS Kratos Defense & Security | 0.17% | 200,017 | $14.1M | Reduce -25.9% |
| MA Mastercard Inc. Class A | 0.17% | 27,732 | $13.9M | Reduce -12.0% |
Portfolio Sells Q4 2025 → Q1 2026
| BSX Boston Scientific Corp. | Reduce -98.8% | 0.01% | −1.07 |
| TSLA Tesla Inc. | Reduce -14.7% | 2.76% | −0.68 |
| SHOP Shopify Inc. Class A | Reduce -1.1% | 3.07% | −0.63 |
| APPF Appfolio Inc. Class A | Reduce -36.7% | 0.50% | −0.53 |
| MSFT Microsoft Corp. | Reduce -52.2% | 0.35% | −0.48 |
| MDB Mongodb Inc. | Reduce -90.5% | 0.03% | −0.43 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.40 |
| RDDT Reddit Inc. Class A | Reduce -8.6% | 0.61% | −0.39 |
| TOST Toast Inc. Class A | Reduce -7.3% | 1.29% | −0.35 |
| ISRG Intuitive Surgical Inc. | Reduce -5.1% | 2.49% | −0.34 |
| U Unity Software Inc. | Sold out | 0.00% | −0.34 |
| RBLX Roblox Corp. Class A | Reduce -1.3% | 1.14% | −0.32 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -88.6% | 0.04% | −0.30 |
| LPLA LPL Financial Holdings Inc. | Reduce -24.8% | 0.70% | −0.27 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -86.1% | 0.04% | −0.27 |
| ROKU Roku Inc. | Reduce -43.4% | 0.31% | −0.24 |
| FWRG First Watch Restaurant Group | Reduce -64.4% | 0.09% | −0.24 |
| HUBS HubSpot Inc. | Reduce -2.5% | 0.47% | −0.23 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -12.3% | 1.11% | −0.23 |
| TTAN Servicetitan Inc. Class A | Reduce -0.5% | 0.45% | −0.22 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −0.21 |
| AERO Grupo Aeromexico Sab DE CV | Reduce -8.9% | 0.41% | −0.21 |
| NTRA Natera Inc. | Reduce -8.8% | 1.81% | −0.19 |
| XMTR Xometry Inc. Class A | Reduce -9.9% | 0.45% | −0.19 |
| TKO Tko Group Holdings Inc. | Reduce -18.7% | 1.37% | −0.17 |
| GTLS Chart Industries Inc. | Reduce -56.8% | 0.16% | −0.16 |
| HDB HDFC Bank Ltd.-ADR | Reduce -80.3% | 0.03% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -4.0% | 2.70% | −0.15 |
| TEM Tempus AI Inc. Class A | Reduce -33.3% | 0.21% | −0.15 |
| ARQT Arcutis Biotherapeutics Inc. | Reduce -3.4% | 1.22% | −0.15 |
| BRCB Black Rock Coffee Bar Inc. Class A | Reduce -38.3% | 0.09% | −0.14 |
| CSGP Costar Group Inc. | Reduce -62.0% | 0.04% | −0.13 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.12 |
| WRBY Warby Parker Inc. Class A | Reduce -63.4% | 0.08% | −0.12 |
| BETA Beta Technologies Inc. Class A | Reduce -38.0% | 0.07% | −0.12 |
| SPOT Spotify Technology SA | Reduce -9.6% | 0.68% | −0.11 |
| ROIV Roivant Sciences Ltd. | Sold out | 0.00% | −0.11 |
| RIVN Rivian Automotive Inc. Class A | Reduce -1.5% | 0.64% | −0.11 |
| FRPT Freshpet Inc. | Reduce -23.4% | 0.57% | −0.11 |
| FIG Figma Inc. Class A | Reduce -2.4% | 0.17% | −0.10 |
| FIGR Figure Technology Solut Class A | Reduce -3.7% | 0.79% | −0.08 |
| EMBJ Embraer SA-Spon ADR | Reduce -8.8% | 1.51% | −0.07 |
| Z Zillow Group Inc. Class C | Reduce -73.9% | 0.01% | −0.07 |
| DEC Diversified Energy Co. | Sold out | 0.00% | −0.06 |
| PRCH Porch Group Inc. | Reduce -4.0% | 0.36% | −0.06 |
| TDG Transdigm Group Inc. | Reduce -15.9% | 0.30% | −0.06 |
| BOOT Boot Barn Holdings Inc. | Reduce -2.8% | 0.61% | −0.06 |
| SFM Sprouts Farmers Market Inc. | Reduce -20.4% | 0.38% | −0.05 |
| DASH DoorDash Inc. Class A | Reduce -29.9% | 0.06% | −0.05 |
| KTOS Kratos Defense & Security | Reduce -25.9% | 0.17% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| ENPH Enphase Energy Inc. | Add +6429.5% | 0.97% | +0.96 |
| PWR Quanta Services Inc. | Add +0.1% | 2.46% | +0.80 |
| NET Cloudflare Inc. Class A | Add +1.4% | 4.40% | +0.75 |
| MDA Mda Space Ltd. | New | 0.59% | +0.59 |
| ECHO Echostar Corp. Class A | Add +26.3% | 1.65% | +0.58 |
| LASR Nlight Inc. | New | 0.54% | +0.54 |
| ESLT Elbit Systems Ltd. | Add +4.3% | 1.14% | +0.48 |
| LOB Live Oak Bancshares Inc. | New | 0.47% | +0.47 |
| NYT New York Times Co. Class A | Add +0.6% | 1.36% | +0.37 |
| ARM Arm Holdings PLC-ADR | Add +11.3% | 0.74% | +0.32 |
| HOOD Robinhood Markets Inc. Class A | Add +87.2% | 1.20% | +0.28 |
| TBN Tamboran Resources Corp. | Add +5.8% | 0.50% | +0.28 |
| INTC Intel Corp. | New | 0.28% | +0.28 |
| SPHR Sphere Entertainment Co. | Add +0.1% | 0.79% | +0.23 |
| TBBB BBB Foods Inc. Class A | Add +1.7% | 1.08% | +0.20 |
| GLW Corning Inc. | Add +606.6% | 0.20% | +0.19 |
| SEI Solaris Energy Infrastructur | Add +67.2% | 0.28% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +7.7% | 1.44% | +0.15 |
| NKTR Nektar Therapeutics | Add +30.5% | 0.23% | +0.14 |
| AAPL Apple Inc. | Add +115.1% | 0.24% | +0.14 |
| LGN Legence Corp. Class A | New | 0.13% | +0.13 |
| AEHR Aehr Test Systems | Add +39.7% | 0.20% | +0.13 |
| BE Bloom Energy Corp. Class A | Add +1856.9% | 0.13% | +0.13 |
| KRYS Krystal Biotech Inc. | New | 0.12% | +0.12 |
| ALNT Allient Inc. | New | 0.12% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | Add +24.1% | 0.32% | +0.12 |
| PL Planet Labs PBC | Add +316.8% | 0.13% | +0.11 |
| DDOG Datadog Inc. Class A | Add +462.0% | 0.10% | +0.08 |
| CME Cme Group Inc. | New | 0.08% | +0.08 |
| MCD McDonald's Corp. | New | 0.08% | +0.08 |
| SIBN Si-Bone Inc. | Add +153.3% | 0.16% | +0.07 |
| MCO Moody's Corp. | Add +174.9% | 0.12% | +0.07 |
| CTMX Cytomx Therapeutics Inc. | New | 0.06% | +0.06 |
| VRT Vertiv Holdings Co. Class A | New | 0.06% | +0.06 |
| IAUX I-80 Gold Corp. | New | 0.06% | +0.06 |
| ESTA Establishment Labs Holdings | Add +57.3% | 0.18% | +0.05 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +69.6% | 0.13% | +0.05 |
| EWY iShares MSCI South Korea ETF | New | 0.05% | +0.05 |
| JHX James Hardie Ind PLC | New | 0.05% | +0.05 |
| CRWV Coreweave Inc. Class A | Add +467.5% | 0.05% | +0.04 |
| WCN Waste Connections Inc. | Add +162.9% | 0.07% | +0.04 |
| WTTR Select Water Solutions Inc. | New | 0.04% | +0.04 |
| HUT Hut 8 Corp. | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +13.9% | 0.48% | +0.03 |
| CRCL Circle Internet Group Inc. | New | 0.03% | +0.03 |
| KRMN Karman Holdings Inc. | New | 0.03% | +0.03 |
| CNL Collective Mining Ltd. | New | 0.03% | +0.03 |
| RIG Transocean Ltd. | New | 0.03% | +0.03 |
| AGI Alamos Gold Inc. Class A | Add +9.4% | 0.08% | +0.03 |
| FWONK Liberty Media Corp. Class C | Add +34.7% | 0.10% | +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 |