Filed: 5/15/2025ACC: 0001172661-25-002018
๐ What this filing means
GILDER GAGNON HOWE & CO LLC filed this quarterly 13FโHR report disclosing 233 equity positions with a total reported market value of $7.66B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
233
Positions
$7.66B
Total AUM (reported)
107.19M
Total Shares
Allocation by class
COM$3.93B51.3%
CL A$1.48B19.3%
CL A COM$549.43M7.2%
COM CL A$405.73M5.3%
COM NEW$298.18M3.9%
SPONSORED ADS$243.00M3.2%
SHS$165.02M2.2%
Portfolio Concentration
Top 3$1.11B14.5%
4โ10$1.44B18.8%
11โ25$1.66B21.6%
Rest$3.45B45.1%
Top 3 weight
14.5%
Top 10 weight
33.3%
Voting Authority Distribution
Total shares with voting rights: 107.19M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
107.19M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole233
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings233
Rows:
NETFLIX INC
SOLEShares473.41K
TypeSH
Market value$441.47M
5.76%
Sole
0.00
Shared
0.00
None
473.41K
AMAZON COM INC
SOLEShares1.90M
TypeSH
Market value$361.73M
4.72%
Sole
0.00
Shared
0.00
None
1.90M
NVIDIA CORPORATION
SOLEShares2.80M
TypeSH
Market value$303.53M
3.96%
Sole
0.00
Shared
0.00
None
2.80M
META PLATFORMS INC
SOLEShares450.32K
TypeSH
Market value$259.55M
3.39%
Sole
0.00
Shared
0.00
None
450.32K
INTUITIVE SURGICAL INC
SOLEShares489.79K
TypeSH
Market value$242.58M
3.17%
Sole
0.00
Shared
0.00
None
489.79K
CLOUDFLARE INC
SOLEShares1.98M
TypeSH
Market value$223.31M
2.92%
Sole
0.00
Shared
0.00
None
1.98M
TESLA INC
SOLEShares808.29K
TypeSH
Market value$209.48M
2.74%
Sole
0.00
Shared
0.00
None
808.29K
DUOLINGO INC
SOLEShares610.62K
TypeSH
Market value$189.62M
2.48%
Sole
0.00
Shared
0.00
None
610.62K
NATERA INC
SOLEShares1.17M
TypeSH
Market value$164.94M
2.15%
Sole
0.00
Shared
0.00
None
1.17M
TOAST INC
SOLEShares4.55M
TypeSH
Market value$150.77M
1.97%
Sole
0.00
Shared
0.00
None
4.55M
SHOPIFY INC
SOLEShares1.52M
TypeSH
Market value$145.27M
1.90%
Sole
0.00
Shared
0.00
None
1.52M
SHAKE SHACK INC
SOLEShares1.45M
TypeSH
Market value$127.87M
1.67%
Sole
0.00
Shared
0.00
None
1.45M
EMBRAER S.A.
SOLEShares2.63M
TypeSH
Market value$121.48M
1.59%
Sole
0.00
Shared
0.00
None
2.63M
APPFOLIO INC
SOLEShares532.60K
TypeSH
Market value$117.12M
1.53%
Sole
0.00
Shared
0.00
None
532.60K
FRESHPET INC
SOLEShares1.41M
TypeSH
Market value$116.91M
1.53%
Sole
0.00
Shared
0.00
None
1.41M
BOSTON SCIENTIFIC CORP
SOLEShares1.14M
TypeSH
Market value$115.42M
1.51%
Sole
0.00
Shared
0.00
None
1.14M
MERCADOLIBRE INC
SOLEShares58.79K
TypeSH
Market value$114.69M
1.50%
Sole
0.00
Shared
0.00
None
58.79K
TKO GROUP HOLDINGS INC
SOLEShares729.04K
TypeSH
Market value$111.40M
1.45%
Sole
0.00
Shared
0.00
None
729.04K
HUBSPOT INC
SOLEShares194.17K
TypeSH
Market value$110.93M
1.45%
Sole
0.00
Shared
0.00
None
194.17K
QUANTA SVCS INC
SOLEShares416.58K
TypeSH
Market value$105.89M
1.38%
Sole
0.00
Shared
0.00
None
416.58K
ROBLOX CORP
SOLEShares1.75M
TypeSH
Market value$101.77M
1.33%
Sole
0.00
Shared
0.00
None
1.75M
ALNYLAM PHARMACEUTICALS INC
SOLEShares345.57K
TypeSH
Market value$93.31M
1.22%
Sole
0.00
Shared
0.00
None
345.57K
KNIFE RIVER CORP
SOLEShares1.03M
TypeSH
Market value$92.52M
1.21%
Sole
0.00
Shared
0.00
None
1.03M
DICKS SPORTING GOODS INC
SOLEShares456.83K
TypeSH
Market value$92.08M
1.20%
Sole
0.00
Shared
0.00
None
456.83K
POOL CORP
SOLEShares284.84K
TypeSH
Market value$90.68M
1.18%
Sole
0.00
Shared
0.00
None
284.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NETFLIX INCSOLE | COM | 473.41K | SH | $441.47M 5.76% | 0.00 | 0.00 | 473.41K |
AMAZON COM INCSOLE | COM | 1.90M | SH | $361.73M 4.72% | 0.00 | 0.00 | 1.90M |
NVIDIA CORPORATIONSOLE | COM | 2.80M | SH | $303.53M 3.96% | 0.00 | 0.00 | 2.80M |
META PLATFORMS INCSOLE | CL A | 450.32K | SH | $259.55M 3.39% | 0.00 | 0.00 | 450.32K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 489.79K | SH | $242.58M 3.17% | 0.00 | 0.00 | 489.79K |
CLOUDFLARE INCSOLE | CL A COM | 1.98M | SH | $223.31M 2.92% | 0.00 | 0.00 | 1.98M |
TESLA INCSOLE | COM | 808.29K | SH | $209.48M 2.74% | 0.00 | 0.00 | 808.29K |
DUOLINGO INCSOLE | CL A COM | 610.62K | SH | $189.62M 2.48% | 0.00 | 0.00 | 610.62K |
NATERA INCSOLE | COM | 1.17M | SH | $164.94M 2.15% | 0.00 | 0.00 | 1.17M |
TOAST INCSOLE | CL A | 4.55M | SH | $150.77M 1.97% | 0.00 | 0.00 | 4.55M |
SHOPIFY INCSOLE | CL A | 1.52M | SH | $145.27M 1.90% | 0.00 | 0.00 | 1.52M |
SHAKE SHACK INCSOLE | CL A | 1.45M | SH | $127.87M 1.67% | 0.00 | 0.00 | 1.45M |
EMBRAER S.A.SOLE | SPONSORED ADS | 2.63M | SH | $121.48M 1.59% | 0.00 | 0.00 | 2.63M |
APPFOLIO INCSOLE | COM CL A | 532.60K | SH | $117.12M 1.53% | 0.00 | 0.00 | 532.60K |
FRESHPET INCSOLE | COM | 1.41M | SH | $116.91M 1.53% | 0.00 | 0.00 | 1.41M |
BOSTON SCIENTIFIC CORPSOLE | COM | 1.14M | SH | $115.42M 1.51% | 0.00 | 0.00 | 1.14M |
MERCADOLIBRE INCSOLE | COM | 58.79K | SH | $114.69M 1.50% | 0.00 | 0.00 | 58.79K |
TKO GROUP HOLDINGS INCSOLE | CL A | 729.04K | SH | $111.40M 1.45% | 0.00 | 0.00 | 729.04K |
HUBSPOT INCSOLE | COM | 194.17K | SH | $110.93M 1.45% | 0.00 | 0.00 | 194.17K |
QUANTA SVCS INCSOLE | COM | 416.58K | SH | $105.89M 1.38% | 0.00 | 0.00 | 416.58K |
ROBLOX CORPSOLE | CL A | 1.75M | SH | $101.77M 1.33% | 0.00 | 0.00 | 1.75M |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 345.57K | SH | $93.31M 1.22% | 0.00 | 0.00 | 345.57K |
KNIFE RIVER CORPSOLE | COMMON STOCK | 1.03M | SH | $92.52M 1.21% | 0.00 | 0.00 | 1.03M |
DICKS SPORTING GOODS INCSOLE | COM | 456.83K | SH | $92.08M 1.20% | 0.00 | 0.00 | 456.83K |
POOL CORPSOLE | COM | 284.84K | SH | $90.68M 1.18% | 0.00 | 0.00 | 284.84K |
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