Filed: 8/14/2025ACC: 0001172661-25-003286
📋 What this filing means
GILDER GAGNON HOWE & CO LLC filed this quarterly 13F‑HR report disclosing 238 equity positions with a total reported market value of $9.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
238
Positions
$9.42B
Total AUM (reported)
110.60M
Total Shares
Allocation by class
COM$4.47B47.5%
CL A$1.65B17.5%
CL A COM$755.10M8.0%
COM CL A$544.94M5.8%
COM NEW$460.31M4.9%
SPONSORED ADS$350.33M3.7%
CL A SUB VTG SHS$275.77M2.9%
Portfolio Concentration
Top 3$1.48B15.7%
4–10$1.94B20.6%
11–25$2.01B21.3%
Rest$4.00B42.4%
Top 3 weight
15.7%
Top 10 weight
36.2%
Voting Authority Distribution
Total shares with voting rights: 110.60M
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
110.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole238
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings238
Rows:
NETFLIX INC
SOLEShares470.98K
TypeSH
Market value$630.70M
6.70%
Sole
0.00
Shared
0.00
None
470.98K
NVIDIA CORPORATION
SOLEShares2.76M
TypeSH
Market value$436.64M
4.64%
Sole
0.00
Shared
0.00
None
2.76M
AMAZON COM INC
SOLEShares1.87M
TypeSH
Market value$409.33M
4.35%
Sole
0.00
Shared
0.00
None
1.87M
CLOUDFLARE INC
SOLEShares1.96M
TypeSH
Market value$383.02M
4.07%
Sole
0.00
Shared
0.00
None
1.96M
META PLATFORMS INC
SOLEShares440.84K
TypeSH
Market value$325.38M
3.45%
Sole
0.00
Shared
0.00
None
440.84K
SHOPIFY INC
SOLEShares2.39M
TypeSH
Market value$275.77M
2.93%
Sole
0.00
Shared
0.00
None
2.39M
INTUITIVE SURGICAL INC
SOLEShares492.48K
TypeSH
Market value$267.62M
2.84%
Sole
0.00
Shared
0.00
None
492.48K
DUOLINGO INC
SOLEShares592.72K
TypeSH
Market value$243.03M
2.58%
Sole
0.00
Shared
0.00
None
592.72K
TESLA INC
SOLEShares760.46K
TypeSH
Market value$241.57M
2.56%
Sole
0.00
Shared
0.00
None
760.46K
SHAKE SHACK INC
SOLEShares1.42M
TypeSH
Market value$199.55M
2.12%
Sole
0.00
Shared
0.00
None
1.42M
TOAST INC
SOLEShares4.38M
TypeSH
Market value$193.84M
2.06%
Sole
0.00
Shared
0.00
None
4.38M
ROBLOX CORP
SOLEShares1.74M
TypeSH
Market value$182.64M
1.94%
Sole
0.00
Shared
0.00
None
1.74M
NATERA INC
SOLEShares1.04M
TypeSH
Market value$175.26M
1.86%
Sole
0.00
Shared
0.00
None
1.04M
QUANTA SVCS INC
SOLEShares400.26K
TypeSH
Market value$151.33M
1.61%
Sole
0.00
Shared
0.00
None
400.26K
MERCADOLIBRE INC
SOLEShares56.52K
TypeSH
Market value$147.71M
1.57%
Sole
0.00
Shared
0.00
None
56.52K
EMBRAER S.A.
SOLEShares2.58M
TypeSH
Market value$146.80M
1.56%
Sole
0.00
Shared
0.00
None
2.58M
TKO GROUP HOLDINGS INC
SOLEShares722.60K
TypeSH
Market value$131.48M
1.40%
Sole
0.00
Shared
0.00
None
722.60K
APPFOLIO INC
SOLEShares525.33K
TypeSH
Market value$120.97M
1.28%
Sole
0.00
Shared
0.00
None
525.33K
BOSTON SCIENTIFIC CORP
SOLEShares1.13M
TypeSH
Market value$120.86M
1.28%
Sole
0.00
Shared
0.00
None
1.13M
QXO INC
SOLEShares5.23M
TypeSH
Market value$112.59M
1.20%
Sole
0.00
Shared
0.00
None
5.23M
SPOTIFY TECHNOLOGY S A
SOLEShares145.02K
TypeSH
Market value$111.28M
1.18%
Sole
0.00
Shared
0.00
None
145.02K
ALNYLAM PHARMACEUTICALS INC
SOLEShares337.09K
TypeSH
Market value$109.92M
1.17%
Sole
0.00
Shared
0.00
None
337.09K
OSCAR HEALTH INC
SOLEShares4.91M
TypeSH
Market value$105.26M
1.12%
Sole
0.00
Shared
0.00
None
4.91M
LPL FINL HLDGS INC
SOLEShares270.53K
TypeSH
Market value$101.44M
1.08%
Sole
0.00
Shared
0.00
None
270.53K
HUBSPOT INC
SOLEShares175.91K
TypeSH
Market value$97.91M
1.04%
Sole
0.00
Shared
0.00
None
175.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NETFLIX INCSOLE | COM | 470.98K | SH | $630.70M 6.70% | 0.00 | 0.00 | 470.98K |
NVIDIA CORPORATIONSOLE | COM | 2.76M | SH | $436.64M 4.64% | 0.00 | 0.00 | 2.76M |
AMAZON COM INCSOLE | COM | 1.87M | SH | $409.33M 4.35% | 0.00 | 0.00 | 1.87M |
CLOUDFLARE INCSOLE | CL A COM | 1.96M | SH | $383.02M 4.07% | 0.00 | 0.00 | 1.96M |
META PLATFORMS INCSOLE | CL A | 440.84K | SH | $325.38M 3.45% | 0.00 | 0.00 | 440.84K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 2.39M | SH | $275.77M 2.93% | 0.00 | 0.00 | 2.39M |
INTUITIVE SURGICAL INCSOLE | COM NEW | 492.48K | SH | $267.62M 2.84% | 0.00 | 0.00 | 492.48K |
DUOLINGO INCSOLE | CL A COM | 592.72K | SH | $243.03M 2.58% | 0.00 | 0.00 | 592.72K |
TESLA INCSOLE | COM | 760.46K | SH | $241.57M 2.56% | 0.00 | 0.00 | 760.46K |
SHAKE SHACK INCSOLE | CL A | 1.42M | SH | $199.55M 2.12% | 0.00 | 0.00 | 1.42M |
TOAST INCSOLE | CL A | 4.38M | SH | $193.84M 2.06% | 0.00 | 0.00 | 4.38M |
ROBLOX CORPSOLE | CL A | 1.74M | SH | $182.64M 1.94% | 0.00 | 0.00 | 1.74M |
NATERA INCSOLE | COM | 1.04M | SH | $175.26M 1.86% | 0.00 | 0.00 | 1.04M |
QUANTA SVCS INCSOLE | COM | 400.26K | SH | $151.33M 1.61% | 0.00 | 0.00 | 400.26K |
MERCADOLIBRE INCSOLE | COM | 56.52K | SH | $147.71M 1.57% | 0.00 | 0.00 | 56.52K |
EMBRAER S.A.SOLE | SPONSORED ADS | 2.58M | SH | $146.80M 1.56% | 0.00 | 0.00 | 2.58M |
TKO GROUP HOLDINGS INCSOLE | CL A | 722.60K | SH | $131.48M 1.40% | 0.00 | 0.00 | 722.60K |
APPFOLIO INCSOLE | COM CL A | 525.33K | SH | $120.97M 1.28% | 0.00 | 0.00 | 525.33K |
BOSTON SCIENTIFIC CORPSOLE | COM | 1.13M | SH | $120.86M 1.28% | 0.00 | 0.00 | 1.13M |
QXO INCSOLE | COM NEW | 5.23M | SH | $112.59M 1.20% | 0.00 | 0.00 | 5.23M |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 145.02K | SH | $111.28M 1.18% | 0.00 | 0.00 | 145.02K |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 337.09K | SH | $109.92M 1.17% | 0.00 | 0.00 | 337.09K |
OSCAR HEALTH INCSOLE | CL A | 4.91M | SH | $105.26M 1.12% | 0.00 | 0.00 | 4.91M |
LPL FINL HLDGS INCSOLE | COM | 270.53K | SH | $101.44M 1.08% | 0.00 | 0.00 | 270.53K |
HUBSPOT INCSOLE | COM | 175.91K | SH | $97.91M 1.04% | 0.00 | 0.00 | 175.91K |
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