Filed: 2/17/2026ACC: 0001172661-26-000858
📋 What this filing means
GILDER GAGNON HOWE & CO LLC filed this quarterly 13F‑HR report disclosing 250 equity positions with a total reported market value of $9.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
250
Positions
$9.47B
Total AUM (reported)
122.43M
Total Shares
Allocation by class
COM$4.39B46.3%
CL A$1.56B16.5%
COM CL A$606.86M6.4%
COM NEW$556.22M5.9%
CL A COM$553.63M5.8%
CL A SUB VTG SHS$350.66M3.7%
SPONSORED ADS$289.77M3.1%
Portfolio Concentration
Top 3$1.31B13.8%
4–10$1.91B20.2%
11–25$1.94B20.5%
Rest$4.32B45.6%
Top 3 weight
13.8%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 122.43M
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
122.43M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole250
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings250
Rows:
NVIDIA CORPORATION
SOLEShares2.58M
TypeSH
Market value$481.12M
5.08%
Sole
0.00
Shared
0.00
None
2.58M
AMAZON COM INC
SOLEShares1.80M
TypeSH
Market value$415.39M
4.38%
Sole
0.00
Shared
0.00
None
1.80M
NETFLIX INC
SOLEShares4.37M
TypeSH
Market value$409.30M
4.32%
Sole
0.00
Shared
0.00
None
4.37M
SHOPIFY INC
SOLEShares2.18M
TypeSH
Market value$350.66M
3.70%
Sole
0.00
Shared
0.00
None
2.18M
CLOUDFLARE INC
SOLEShares1.75M
TypeSH
Market value$345.89M
3.65%
Sole
0.00
Shared
0.00
None
1.75M
TESLA INC
SOLEShares726.50K
TypeSH
Market value$326.72M
3.45%
Sole
0.00
Shared
0.00
None
726.50K
META PLATFORMS INC
SOLEShares410.26K
TypeSH
Market value$270.81M
2.86%
Sole
0.00
Shared
0.00
None
410.26K
INTUITIVE SURGICAL INC
SOLEShares473.55K
TypeSH
Market value$268.20M
2.83%
Sole
0.00
Shared
0.00
None
473.55K
NATERA INC
SOLEShares828.30K
TypeSH
Market value$189.76M
2.00%
Sole
0.00
Shared
0.00
None
828.30K
QUANTA SVCS INC
SOLEShares373.37K
TypeSH
Market value$157.58M
1.66%
Sole
0.00
Shared
0.00
None
373.37K
TOAST INC
SOLEShares4.39M
TypeSH
Market value$155.91M
1.65%
Sole
0.00
Shared
0.00
None
4.39M
ALPHABET INC
SOLEShares485.81K
TypeSH
Market value$152.06M
1.60%
Sole
0.00
Shared
0.00
None
485.81K
EMBRAER S.A.
SOLEShares2.32M
TypeSH
Market value$149.55M
1.58%
Sole
0.00
Shared
0.00
None
2.32M
TKO GROUP HOLDINGS INC
SOLEShares694.60K
TypeSH
Market value$145.17M
1.53%
Sole
0.00
Shared
0.00
None
694.60K
MICRON TECHNOLOGY INC
SOLEShares496.33K
TypeSH
Market value$141.66M
1.50%
Sole
0.00
Shared
0.00
None
496.33K
ROBLOX CORP
SOLEShares1.70M
TypeSH
Market value$137.92M
1.46%
Sole
0.00
Shared
0.00
None
1.70M
SITIME CORP
SOLEShares371.29K
TypeSH
Market value$131.14M
1.38%
Sole
0.00
Shared
0.00
None
371.29K
ARCUTIS BIOTHERAPEUTICS INC
SOLEShares4.45M
TypeSH
Market value$129.34M
1.37%
Sole
0.00
Shared
0.00
None
4.45M
ALNYLAM PHARMACEUTICALS INC
SOLEShares319.31K
TypeSH
Market value$126.97M
1.34%
Sole
0.00
Shared
0.00
None
319.31K
ALPHABET INC
SOLEShares389.78K
TypeSH
Market value$122.31M
1.29%
Sole
0.00
Shared
0.00
None
389.78K
QXO INC
SOLEShares6.23M
TypeSH
Market value$120.10M
1.27%
Sole
0.00
Shared
0.00
None
6.23M
SHARKNINJA INC
SOLEShares990.62K
TypeSH
Market value$110.85M
1.17%
Sole
0.00
Shared
0.00
None
990.62K
MERCADOLIBRE INC
SOLEShares54.76K
TypeSH
Market value$110.31M
1.16%
Sole
0.00
Shared
0.00
None
54.76K
ARISTA NETWORKS INC
SOLEShares816.53K
TypeSH
Market value$106.99M
1.13%
Sole
0.00
Shared
0.00
None
816.53K
SHAKE SHACK INC
SOLEShares1.27M
TypeSH
Market value$103.01M
1.09%
Sole
0.00
Shared
0.00
None
1.27M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 2.58M | SH | $481.12M 5.08% | 0.00 | 0.00 | 2.58M |
AMAZON COM INCSOLE | COM | 1.80M | SH | $415.39M 4.38% | 0.00 | 0.00 | 1.80M |
NETFLIX INCSOLE | COM | 4.37M | SH | $409.30M 4.32% | 0.00 | 0.00 | 4.37M |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 2.18M | SH | $350.66M 3.70% | 0.00 | 0.00 | 2.18M |
CLOUDFLARE INCSOLE | CL A COM | 1.75M | SH | $345.89M 3.65% | 0.00 | 0.00 | 1.75M |
TESLA INCSOLE | COM | 726.50K | SH | $326.72M 3.45% | 0.00 | 0.00 | 726.50K |
META PLATFORMS INCSOLE | CL A | 410.26K | SH | $270.81M 2.86% | 0.00 | 0.00 | 410.26K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 473.55K | SH | $268.20M 2.83% | 0.00 | 0.00 | 473.55K |
NATERA INCSOLE | COM | 828.30K | SH | $189.76M 2.00% | 0.00 | 0.00 | 828.30K |
QUANTA SVCS INCSOLE | COM | 373.37K | SH | $157.58M 1.66% | 0.00 | 0.00 | 373.37K |
TOAST INCSOLE | CL A | 4.39M | SH | $155.91M 1.65% | 0.00 | 0.00 | 4.39M |
ALPHABET INCSOLE | CAP STK CL A | 485.81K | SH | $152.06M 1.60% | 0.00 | 0.00 | 485.81K |
EMBRAER S.A.SOLE | SPONSORED ADS | 2.32M | SH | $149.55M 1.58% | 0.00 | 0.00 | 2.32M |
TKO GROUP HOLDINGS INCSOLE | CL A | 694.60K | SH | $145.17M 1.53% | 0.00 | 0.00 | 694.60K |
MICRON TECHNOLOGY INCSOLE | COM | 496.33K | SH | $141.66M 1.50% | 0.00 | 0.00 | 496.33K |
ROBLOX CORPSOLE | CL A | 1.70M | SH | $137.92M 1.46% | 0.00 | 0.00 | 1.70M |
SITIME CORPSOLE | COM | 371.29K | SH | $131.14M 1.38% | 0.00 | 0.00 | 371.29K |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 4.45M | SH | $129.34M 1.37% | 0.00 | 0.00 | 4.45M |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 319.31K | SH | $126.97M 1.34% | 0.00 | 0.00 | 319.31K |
ALPHABET INCSOLE | CAP STK CL C | 389.78K | SH | $122.31M 1.29% | 0.00 | 0.00 | 389.78K |
QXO INCSOLE | COM NEW | 6.23M | SH | $120.10M 1.27% | 0.00 | 0.00 | 6.23M |
SHARKNINJA INCSOLE | COM SHS | 990.62K | SH | $110.85M 1.17% | 0.00 | 0.00 | 990.62K |
MERCADOLIBRE INCSOLE | COM | 54.76K | SH | $110.31M 1.16% | 0.00 | 0.00 | 54.76K |
ARISTA NETWORKS INCSOLE | COM SHS | 816.53K | SH | $106.99M 1.13% | 0.00 | 0.00 | 816.53K |
SHAKE SHACK INCSOLE | CL A | 1.27M | SH | $103.01M 1.09% | 0.00 | 0.00 | 1.27M |
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