Filed: 11/14/2025ACC: 0001172661-25-004939
📋 What this filing means
GILDER GAGNON HOWE & CO LLC filed this quarterly 13F‑HR report disclosing 249 equity positions with a total reported market value of $9.81B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
249
Positions
$9.81B
Total AUM (reported)
119.43M
Total Shares
Allocation by class
COM$4.58B46.7%
CL A$1.62B16.5%
CL A COM$708.46M7.2%
COM CL A$703.85M7.2%
COM NEW$463.18M4.7%
CL A SUB VTG SHS$343.95M3.5%
COM SHS$286.96M2.9%
Portfolio Concentration
Top 3$1.44B14.7%
4–10$2.02B20.6%
11–25$2.02B20.6%
Rest$4.33B44.1%
Top 3 weight
14.7%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 119.43M
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
119.43M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole249
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings249
Rows:
NETFLIX INC
SOLEShares448.99K
TypeSH
Market value$538.31M
5.48%
Sole
0.00
Shared
0.00
None
448.99K
NVIDIA CORPORATION
SOLEShares2.70M
TypeSH
Market value$504.35M
5.14%
Sole
0.00
Shared
0.00
None
2.70M
AMAZON COM INC
SOLEShares1.81M
TypeSH
Market value$398.26M
4.06%
Sole
0.00
Shared
0.00
None
1.81M
CLOUDFLARE INC
SOLEShares1.84M
TypeSH
Market value$394.08M
4.02%
Sole
0.00
Shared
0.00
None
1.84M
SHOPIFY INC
SOLEShares2.31M
TypeSH
Market value$343.95M
3.50%
Sole
0.00
Shared
0.00
None
2.31M
TESLA INC
SOLEShares752.54K
TypeSH
Market value$334.67M
3.41%
Sole
0.00
Shared
0.00
None
752.54K
META PLATFORMS INC
SOLEShares421.02K
TypeSH
Market value$309.19M
3.15%
Sole
0.00
Shared
0.00
None
421.02K
ROBLOX CORP
SOLEShares1.71M
TypeSH
Market value$236.80M
2.41%
Sole
0.00
Shared
0.00
None
1.71M
INTUITIVE SURGICAL INC
SOLEShares480.82K
TypeSH
Market value$215.04M
2.19%
Sole
0.00
Shared
0.00
None
480.82K
DUOLINGO INC
SOLEShares572.53K
TypeSH
Market value$184.26M
1.88%
Sole
0.00
Shared
0.00
None
572.53K
TOAST INC
SOLEShares4.59M
TypeSH
Market value$167.43M
1.71%
Sole
0.00
Shared
0.00
None
4.59M
QUANTA SVCS INC
SOLEShares395.27K
TypeSH
Market value$163.81M
1.67%
Sole
0.00
Shared
0.00
None
395.27K
NATERA INC
SOLEShares959K
TypeSH
Market value$154.37M
1.57%
Sole
0.00
Shared
0.00
None
959K
ALNYLAM PHARMACEUTICALS INC
SOLEShares329.32K
TypeSH
Market value$150.17M
1.53%
Sole
0.00
Shared
0.00
None
329.32K
TKO GROUP HOLDINGS INC
SOLEShares712.82K
TypeSH
Market value$143.96M
1.47%
Sole
0.00
Shared
0.00
None
712.82K
EMBRAER S.A.
SOLEShares2.37M
TypeSH
Market value$143.57M
1.46%
Sole
0.00
Shared
0.00
None
2.37M
APPFOLIO INC
SOLEShares517.75K
TypeSH
Market value$142.72M
1.45%
Sole
0.00
Shared
0.00
None
517.75K
MERCADOLIBRE INC
SOLEShares55.28K
TypeSH
Market value$129.19M
1.32%
Sole
0.00
Shared
0.00
None
55.28K
ARISTA NETWORKS INC
SOLEShares842.03K
TypeSH
Market value$122.69M
1.25%
Sole
0.00
Shared
0.00
None
842.03K
SHAKE SHACK INC
SOLEShares1.31M
TypeSH
Market value$122.28M
1.25%
Sole
0.00
Shared
0.00
None
1.31M
ALPHABET INC
SOLEShares493.07K
TypeSH
Market value$119.87M
1.22%
Sole
0.00
Shared
0.00
None
493.07K
FIGURE TECHNOLOGY SOLUTIO
SOLEShares3.27M
TypeSH
Market value$119.02M
1.21%
Sole
0.00
Shared
0.00
None
3.27M
NEBIUS GROUP N.V.
SOLEShares1.05M
TypeSH
Market value$117.80M
1.20%
Sole
0.00
Shared
0.00
None
1.05M
SITIME CORP
SOLEShares385.31K
TypeSH
Market value$116.10M
1.18%
Sole
0.00
Shared
0.00
None
385.31K
QXO INC
SOLEShares5.79M
TypeSH
Market value$110.33M
1.12%
Sole
0.00
Shared
0.00
None
5.79M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NETFLIX INCSOLE | COM | 448.99K | SH | $538.31M 5.48% | 0.00 | 0.00 | 448.99K |
NVIDIA CORPORATIONSOLE | COM | 2.70M | SH | $504.35M 5.14% | 0.00 | 0.00 | 2.70M |
AMAZON COM INCSOLE | COM | 1.81M | SH | $398.26M 4.06% | 0.00 | 0.00 | 1.81M |
CLOUDFLARE INCSOLE | CL A COM | 1.84M | SH | $394.08M 4.02% | 0.00 | 0.00 | 1.84M |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 2.31M | SH | $343.95M 3.50% | 0.00 | 0.00 | 2.31M |
TESLA INCSOLE | COM | 752.54K | SH | $334.67M 3.41% | 0.00 | 0.00 | 752.54K |
META PLATFORMS INCSOLE | CL A | 421.02K | SH | $309.19M 3.15% | 0.00 | 0.00 | 421.02K |
ROBLOX CORPSOLE | CL A | 1.71M | SH | $236.80M 2.41% | 0.00 | 0.00 | 1.71M |
INTUITIVE SURGICAL INCSOLE | COM NEW | 480.82K | SH | $215.04M 2.19% | 0.00 | 0.00 | 480.82K |
DUOLINGO INCSOLE | CL A COM | 572.53K | SH | $184.26M 1.88% | 0.00 | 0.00 | 572.53K |
TOAST INCSOLE | CL A | 4.59M | SH | $167.43M 1.71% | 0.00 | 0.00 | 4.59M |
QUANTA SVCS INCSOLE | COM | 395.27K | SH | $163.81M 1.67% | 0.00 | 0.00 | 395.27K |
NATERA INCSOLE | COM | 959K | SH | $154.37M 1.57% | 0.00 | 0.00 | 959K |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 329.32K | SH | $150.17M 1.53% | 0.00 | 0.00 | 329.32K |
TKO GROUP HOLDINGS INCSOLE | CL A | 712.82K | SH | $143.96M 1.47% | 0.00 | 0.00 | 712.82K |
EMBRAER S.A.SOLE | SPONSORED ADS | 2.37M | SH | $143.57M 1.46% | 0.00 | 0.00 | 2.37M |
APPFOLIO INCSOLE | COM CL A | 517.75K | SH | $142.72M 1.45% | 0.00 | 0.00 | 517.75K |
MERCADOLIBRE INCSOLE | COM | 55.28K | SH | $129.19M 1.32% | 0.00 | 0.00 | 55.28K |
ARISTA NETWORKS INCSOLE | COM SHS | 842.03K | SH | $122.69M 1.25% | 0.00 | 0.00 | 842.03K |
SHAKE SHACK INCSOLE | CL A | 1.31M | SH | $122.28M 1.25% | 0.00 | 0.00 | 1.31M |
ALPHABET INCSOLE | CAP STK CL A | 493.07K | SH | $119.87M 1.22% | 0.00 | 0.00 | 493.07K |
FIGURE TECHNOLOGY SOLUTIOSOLE | COM CL A | 3.27M | SH | $119.02M 1.21% | 0.00 | 0.00 | 3.27M |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 1.05M | SH | $117.80M 1.20% | 0.00 | 0.00 | 1.05M |
SITIME CORPSOLE | COM | 385.31K | SH | $116.10M 1.18% | 0.00 | 0.00 | 385.31K |
QXO INCSOLE | COM NEW | 5.79M | SH | $110.33M 1.12% | 0.00 | 0.00 | 5.79M |
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