Filed: 5/15/2026ACC: 0001172661-26-002064
📋 What this filing means
GILDER GAGNON HOWE & CO LLC filed this quarterly 13F‑HR report disclosing 252 equity positions with a total reported market value of $8.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
252
Positions
$8.34B
Total AUM (reported)
123.63M
Total Shares
Allocation by class
COM$4.04B48.5%
CL A$1.23B14.7%
CL A COM$536.90M6.4%
COM CL A$492.40M5.9%
COM NEW$470.16M5.6%
CL A SUB VTG SHS$255.60M3.1%
SPONSORED ADS$251.09M3.0%
Portfolio Concentration
Top 3$1.21B14.5%
4–10$1.64B19.7%
11–25$1.72B20.6%
Rest$3.76B45.2%
Top 3 weight
14.5%
Top 10 weight
34.2%
Voting Authority Distribution
Total shares with voting rights: 123.63M
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
123.63M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole252
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings252
Rows:
NVIDIA CORPORATION
SOLEShares2.53M
TypeSH
Market value$441.65M
5.30%
Sole
0.00
Shared
0.00
None
2.53M
NETFLIX INC.
SOLEShares4.19M
TypeSH
Market value$403.05M
4.84%
Sole
0.00
Shared
0.00
None
4.19M
CLOUDFLARE INC
SOLEShares1.78M
TypeSH
Market value$366.91M
4.40%
Sole
0.00
Shared
0.00
None
1.78M
AMAZON COM INC
SOLEShares1.75M
TypeSH
Market value$364.89M
4.38%
Sole
0.00
Shared
0.00
None
1.75M
SHOPIFY INC
SOLEShares2.15M
TypeSH
Market value$255.60M
3.07%
Sole
0.00
Shared
0.00
None
2.15M
TESLA INC
SOLEShares619.70K
TypeSH
Market value$230.37M
2.76%
Sole
0.00
Shared
0.00
None
619.70K
META PLATFORMS INC
SOLEShares394.07K
TypeSH
Market value$225.46M
2.70%
Sole
0.00
Shared
0.00
None
394.07K
INTUITIVE SURGICAL INC
SOLEShares449.56K
TypeSH
Market value$207.24M
2.49%
Sole
0.00
Shared
0.00
None
449.56K
QUANTA SVCS INC
SOLEShares373.70K
TypeSH
Market value$205.17M
2.46%
Sole
0.00
Shared
0.00
None
373.70K
NATERA INC
SOLEShares755.27K
TypeSH
Market value$151.05M
1.81%
Sole
0.00
Shared
0.00
None
755.27K
ALPHABET INC
SOLEShares478.79K
TypeSH
Market value$137.68M
1.65%
Sole
0.00
Shared
0.00
None
478.79K
ECHOSTAR CORP
SOLEShares1.17M
TypeSH
Market value$137.44M
1.65%
Sole
0.00
Shared
0.00
None
1.17M
MICRON TECHNOLOGY INC
SOLEShares385.61K
TypeSH
Market value$130.27M
1.56%
Sole
0.00
Shared
0.00
None
385.61K
EMBRAER S.A.
SOLEShares2.12M
TypeSH
Market value$125.76M
1.51%
Sole
0.00
Shared
0.00
None
2.12M
ALPHABET INC
SOLEShares419.75K
TypeSH
Market value$120.41M
1.44%
Sole
0.00
Shared
0.00
None
419.75K
QXO INC
SOLEShares5.99M
TypeSH
Market value$116.30M
1.40%
Sole
0.00
Shared
0.00
None
5.99M
TKO GROUP HOLDINGS INC
SOLEShares564.91K
TypeSH
Market value$113.91M
1.37%
Sole
0.00
Shared
0.00
None
564.91K
NEW YORK TIMES CO MTN BE
SOLEShares1.36M
TypeSH
Market value$113.58M
1.36%
Sole
0.00
Shared
0.00
None
1.36M
SITIME CORP
SOLEShares326.07K
TypeSH
Market value$112.61M
1.35%
Sole
0.00
Shared
0.00
None
326.07K
TOAST INC
SOLEShares4.07M
TypeSH
Market value$107.87M
1.29%
Sole
0.00
Shared
0.00
None
4.07M
SHAKE SHACK INC
SOLEShares1.16M
TypeSH
Market value$102.23M
1.23%
Sole
0.00
Shared
0.00
None
1.16M
ARCUTIS BIOTHERAPEUTICS INC
SOLEShares4.30M
TypeSH
Market value$101.40M
1.22%
Sole
0.00
Shared
0.00
None
4.30M
SHARKNINJA INC
SOLEShares957.11K
TypeSH
Market value$101.36M
1.22%
Sole
0.00
Shared
0.00
None
957.11K
ROBINHOOD MKTS INC
SOLEShares1.45M
TypeSH
Market value$100.29M
1.20%
Sole
0.00
Shared
0.00
None
1.45M
NEBIUS GROUP N.V.
SOLEShares951.09K
TypeSH
Market value$98.69M
1.18%
Sole
0.00
Shared
0.00
None
951.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 2.53M | SH | $441.65M 5.30% | 0.00 | 0.00 | 2.53M |
NETFLIX INC.SOLE | COM | 4.19M | SH | $403.05M 4.84% | 0.00 | 0.00 | 4.19M |
CLOUDFLARE INCSOLE | CL A COM | 1.78M | SH | $366.91M 4.40% | 0.00 | 0.00 | 1.78M |
AMAZON COM INCSOLE | COM | 1.75M | SH | $364.89M 4.38% | 0.00 | 0.00 | 1.75M |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 2.15M | SH | $255.60M 3.07% | 0.00 | 0.00 | 2.15M |
TESLA INCSOLE | COM | 619.70K | SH | $230.37M 2.76% | 0.00 | 0.00 | 619.70K |
META PLATFORMS INCSOLE | CL A | 394.07K | SH | $225.46M 2.70% | 0.00 | 0.00 | 394.07K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 449.56K | SH | $207.24M 2.49% | 0.00 | 0.00 | 449.56K |
QUANTA SVCS INCSOLE | COM | 373.70K | SH | $205.17M 2.46% | 0.00 | 0.00 | 373.70K |
NATERA INCSOLE | COM | 755.27K | SH | $151.05M 1.81% | 0.00 | 0.00 | 755.27K |
ALPHABET INCSOLE | CAP STK CL A | 478.79K | SH | $137.68M 1.65% | 0.00 | 0.00 | 478.79K |
ECHOSTAR CORPSOLE | CL A | 1.17M | SH | $137.44M 1.65% | 0.00 | 0.00 | 1.17M |
MICRON TECHNOLOGY INCSOLE | COM | 385.61K | SH | $130.27M 1.56% | 0.00 | 0.00 | 385.61K |
EMBRAER S.A.SOLE | SPONSORED ADS | 2.12M | SH | $125.76M 1.51% | 0.00 | 0.00 | 2.12M |
ALPHABET INCSOLE | CAP STK CL C | 419.75K | SH | $120.41M 1.44% | 0.00 | 0.00 | 419.75K |
QXO INCSOLE | COM NEW | 5.99M | SH | $116.30M 1.40% | 0.00 | 0.00 | 5.99M |
TKO GROUP HOLDINGS INCSOLE | CL A | 564.91K | SH | $113.91M 1.37% | 0.00 | 0.00 | 564.91K |
NEW YORK TIMES CO MTN BESOLE | CL A | 1.36M | SH | $113.58M 1.36% | 0.00 | 0.00 | 1.36M |
SITIME CORPSOLE | COM | 326.07K | SH | $112.61M 1.35% | 0.00 | 0.00 | 326.07K |
TOAST INCSOLE | CL A | 4.07M | SH | $107.87M 1.29% | 0.00 | 0.00 | 4.07M |
SHAKE SHACK INCSOLE | CL A | 1.16M | SH | $102.23M 1.23% | 0.00 | 0.00 | 1.16M |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 4.30M | SH | $101.40M 1.22% | 0.00 | 0.00 | 4.30M |
SHARKNINJA INCSOLE | COM SHS | 957.11K | SH | $101.36M 1.22% | 0.00 | 0.00 | 957.11K |
ROBINHOOD MKTS INCSOLE | COM CL A | 1.45M | SH | $100.29M 1.20% | 0.00 | 0.00 | 1.45M |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 951.09K | SH | $98.69M 1.18% | 0.00 | 0.00 | 951.09K |
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