Gilder Gagnon Howe & Co LLC
Gilder Gagnon Howe & Co LLC reported 274 holdings worth US$9.69B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Gilder Gagnon Howe & Co LLC reported 274 holdings worth US$9.69B as of Jun 30, 2026. Largest: Nvidia Corporation, Cloudflare, Inc. and Amazon.com, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 274
- Value as reported
- US$9.69B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 2.4M | US$481M | 5.0% |
| Cloudflare, Inc. | 1.67M | US$409M | 4.2% |
| Amazon.com, Inc. | 1.68M | US$401M | 4.1% |
| Alphabet Inc (google) Class C | 965K | US$345M | 3.6% |
| Netflix, Inc. | 4M | US$286M | 2.9% |
| Quanta Services, Inc. | 378K | US$272M | 2.8% |
| Tesla, Inc. | 569K | US$239M | 2.5% |
| Micron Technology, Inc. | 202K | US$233M | 2.4% |
| Shopify Inc. | 1.84M | US$210M | 2.2% |
| Meta Platforms, Inc. | 345K | US$195M | 2.0% |
| Sitime Corporation | 241K | US$179M | 1.9% |
| Enphase Energy, Inc. | 3.48M | US$171M | 1.8% |
| Intuitive Surgical, Inc. | 406K | US$162M | 1.7% |
| Robinhood Markets, Inc. | 1.46M | US$146M | 1.5% |
| Sharkninja, Inc. | 935K | US$142M | 1.5% |
| Natera, Inc. | 498K | US$135M | 1.4% |
| Embraer S.a. | 2.1M | US$134M | 1.4% |
| Arista Networks, Inc. | 763K | US$130M | 1.3% |
| Intel Corporation | 874K | US$122M | 1.3% |
| Toast, Inc. | 3.96M | US$110M | 1.1% |
| Tko Group Holdings, Inc. | 537K | US$108M | 1.1% |
| Bbb Foods Inc. | 2.52M | US$105M | 1.1% |
| Sphere Entertainment Co. | 558K | US$96.5M | 1.00% |
| New York Times Company (the) | 1.34M | US$93.7M | 0.97% |
| Echostar Corporation | 913K | US$92.7M | 0.96% |
| Mercadolibre, Inc. | 53,237 | US$90.4M | 0.93% |
| Affirm Holdings, Inc. | 1.11M | US$90.4M | 0.93% |
| Qxo, Inc. | 4.79M | US$82.7M | 0.85% |
| Xometry, Inc. | 857K | US$82.7M | 0.85% |
| Alnylam Pharmaceuticals, Inc. | 269K | US$81M | 0.84% |
| Acm Research, Inc. | 637K | US$80.8M | 0.83% |
| Mda Space Ltd | 1.68M | US$69.3M | 0.72% |
| Siriuspoint Ltd. | 2.86M | US$68.8M | 0.71% |
| Airbnb, Inc. | 480K | US$68.6M | 0.71% |
| Gap, Inc. (the) | 3.66M | US$68.4M | 0.71% |
| Doordash, Inc. | 359K | US$66.3M | 0.68% |
| Porch Group, Inc. | 4.38M | US$65.9M | 0.68% |
| Franco-nevada Corporation | 311K | US$64.8M | 0.67% |
| Reddit, Inc. | 366K | US$63.6M | 0.66% |
| Rivian Automotive, Inc. | 3.59M | US$62.3M | 0.64% |
| Rtx Corporation | 312K | US$59.3M | 0.61% |
| Nlight, Inc. | 841K | US$58.6M | 0.60% |
| Duolingo, Inc. | 502K | US$57.8M | 0.60% |
| Boot Barn Holdings, Inc. | 344K | US$56.6M | 0.58% |
| Lpl Financial Holdings Inc. | 193K | US$54.4M | 0.56% |
| Coreweave, Inc. | 538K | US$53.5M | 0.55% |
| Axon Enterprise, Inc. | 90,804 | US$50.9M | 0.53% |
| Applied Optoelectronics, Inc. | 343K | US$50.8M | 0.52% |
| Pool Corporation | 236K | US$50.7M | 0.52% |
| Hubspot, Inc. | 270K | US$49.3M | 0.51% |
| Via Transportation, Inc. | 2.57M | US$46.7M | 0.48% |
| Figure Technology Solutions, Inc. | 1.5M | US$46.2M | 0.48% |
| Live Oak Bancshares, Inc. | 1.12M | US$45.9M | 0.47% |
| Roblox Corporation | 842K | US$45.8M | 0.47% |
| Talen Energy Corporation | 118K | US$45.5M | 0.47% |
| Universal Technical Institute Inc | 1.04M | US$44.5M | 0.46% |
| Accelerant Holdings | 3.73M | US$43.7M | 0.45% |
| Ftai Aviation Ltd. | 161K | US$43.6M | 0.45% |
| Ge Aerospace | 113K | US$42.3M | 0.44% |
| Nektar Therapeutics | 601K | US$41.9M | 0.43% |
| Bridgebio Pharma, Inc. | 549K | US$40.9M | 0.42% |
| Appfolio, Inc. | 250K | US$40.1M | 0.41% |
| Martin Marietta Materials, Inc. | 68,114 | US$39.3M | 0.41% |
| Freshpet, Inc. | 626K | US$37M | 0.38% |
| On Semiconductor Corporation | 387K | US$36.6M | 0.38% |
| Grupo Aeromexico, S.a.b. De C.v. | 2.02M | US$36.3M | 0.37% |
| Tamboran Resources Corporation | 1.09M | US$35.5M | 0.37% |
| Space Exploration Technologies Corp | 202K | US$34.6M | 0.36% |
| Arcutis Biotherapeutics, Inc. | 1.31M | US$34.4M | 0.36% |
| Rambus, Inc. | 257K | US$34.2M | 0.35% |
| Cytokinetics, Incorporated | 400K | US$34.1M | 0.35% |
| Alignment Healthcare, Inc. | 1.4M | US$33.3M | 0.34% |
| Solaris Energy Infrastructure, Inc. | 403K | US$32.4M | 0.33% |
| International General Insurance Holdings Ltd. | 1.21M | US$31.7M | 0.33% |
| Bloom Energy Corporation | 102K | US$30.7M | 0.32% |
| Texas Roadhouse, Inc. | 155K | US$29.9M | 0.31% |
| Loar Holdings Inc. | 366K | US$29.5M | 0.30% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 61,658 | US$29.4M | 0.30% |
| Establishment Labs Holdings Inc. | 342K | US$29.3M | 0.30% |
| Siteone Landscape Supply, Inc. | 256K | US$29.2M | 0.30% |
| Oscar Health, Inc. | 1M | US$28.6M | 0.29% |
| Thredup Inc. | 4.15M | US$28.4M | 0.29% |
| Apple Inc | 97,955 | US$28.3M | 0.29% |
| Wayfair Inc. | 300K | US$27.7M | 0.29% |
| Microsoft Corp. | 73,222 | US$27.3M | 0.28% |
| Citigroup, Inc. | 192K | US$26.8M | 0.28% |
| Servicetitan, Inc. | 378K | US$26.7M | 0.28% |
| Kymera Therapeutics, Inc. | 229K | US$26.3M | 0.27% |
| Transdigm Group Inc. | 18,452 | US$24.6M | 0.25% |
| Pattern Group Inc. - Series A | 929K | US$23.4M | 0.24% |
| Legence Corp. | 259K | US$22M | 0.23% |
| Calix, Inc | 580K | US$21.7M | 0.22% |
| Glaukos Corporation | 152K | US$21.3M | 0.22% |
| Si-bone, Inc. | 1.25M | US$20.4M | 0.21% |
| Mastercard Incorporated | 39,214 | US$20.1M | 0.21% |
| Tempus Ai, Inc. | 346K | US$20M | 0.21% |
| Allient Inc. | 170K | US$17.5M | 0.18% |
| Qualcomm Incorporated | 92,835 | US$17.2M | 0.18% |
| W.r. Berkley Corporation | 240K | US$16.9M | 0.17% |
| Ge Vernova Inc. | 13,671 | US$16.1M | 0.17% |
Every holding of Gilder Gagnon Howe & Co LLC
Source
View original at SEC
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