Filed: 8/14/2026ACC: 0001172661-26-003462
📋 What this filing means
GILDER GAGNON HOWE & CO LLC filed this quarterly 13F‑HR report disclosing 274 equity positions with a total reported market value of $9.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
274
Positions
$9.69B
Total AUM (reported)
124.63M
Total Shares
Allocation by class
COM$4.63B47.8%
CL A$1.13B11.6%
COM CL A$781.96M8.1%
CL A COM$607.83M6.3%
COM NEW$429.09M4.4%
SPONSORED ADS$363.41M3.8%
COM SHS$321.79M3.3%
Portfolio Concentration
Top 3$1.29B13.3%
4–10$1.67B17.3%
11–25$2.17B22.4%
Rest$4.55B47.0%
Top 3 weight
13.3%
Top 10 weight
30.6%
Voting Authority Distribution
Total shares with voting rights: 124.63M
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
124.63M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole274
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings274
Rows:
NVIDIA CORPORATION
SOLEShares2.40M
TypeSH
Market value$480.70M
4.96%
Sole
0.00
Shared
0.00
None
2.40M
CLOUDFLARE INC
SOLEShares1.67M
TypeSH
Market value$409.21M
4.22%
Sole
0.00
Shared
0.00
None
1.67M
AMAZON COM INC
SOLEShares1.68M
TypeSH
Market value$401.42M
4.14%
Sole
0.00
Shared
0.00
None
1.68M
NETFLIX INC.
SOLEShares4M
TypeSH
Market value$285.54M
2.95%
Sole
0.00
Shared
0.00
None
4M
QUANTA SVCS INC
SOLEShares378.10K
TypeSH
Market value$272.24M
2.81%
Sole
0.00
Shared
0.00
None
378.10K
NEBIUS GROUP N.V.
SOLEShares870.78K
TypeSH
Market value$240.48M
2.48%
Sole
0.00
Shared
0.00
None
870.78K
TESLA INC
SOLEShares569.26K
TypeSH
Market value$239.43M
2.47%
Sole
0.00
Shared
0.00
None
569.26K
MICRON TECHNOLOGY INC
SOLEShares201.65K
TypeSH
Market value$232.76M
2.40%
Sole
0.00
Shared
0.00
None
201.65K
SHOPIFY INC
SOLEShares1.84M
TypeSH
Market value$209.57M
2.16%
Sole
0.00
Shared
0.00
None
1.84M
META PLATFORMS INC
SOLEShares345.37K
TypeSH
Market value$194.55M
2.01%
Sole
0.00
Shared
0.00
None
345.37K
ALPHABET INC
SOLEShares538.61K
TypeSH
Market value$192.48M
1.99%
Sole
0.00
Shared
0.00
None
538.61K
SITIME CORP
SOLEShares240.53K
TypeSH
Market value$179.33M
1.85%
Sole
0.00
Shared
0.00
None
240.53K
ENPHASE ENERGY INC
SOLEShares3.48M
TypeSH
Market value$171.30M
1.77%
Sole
0.00
Shared
0.00
None
3.48M
ARM HOLDINGS PLC
SOLEShares461.46K
TypeSH
Market value$163.62M
1.69%
Sole
0.00
Shared
0.00
None
461.46K
INTUITIVE SURGICAL INC
SOLEShares406.27K
TypeSH
Market value$161.56M
1.67%
Sole
0.00
Shared
0.00
None
406.27K
ALPHABET INC
SOLEShares430.81K
TypeSH
Market value$152.22M
1.57%
Sole
0.00
Shared
0.00
None
430.81K
ROBINHOOD MKTS INC
SOLEShares1.46M
TypeSH
Market value$146.40M
1.51%
Sole
0.00
Shared
0.00
None
1.46M
SHARKNINJA INC
SOLEShares935.24K
TypeSH
Market value$142.41M
1.47%
Sole
0.00
Shared
0.00
None
935.24K
NATERA INC
SOLEShares498.06K
TypeSH
Market value$135.20M
1.40%
Sole
0.00
Shared
0.00
None
498.06K
EMBRAER S.A.
SOLEShares2.10M
TypeSH
Market value$133.86M
1.38%
Sole
0.00
Shared
0.00
None
2.10M
ARISTA NETWORKS INC
SOLEShares763.30K
TypeSH
Market value$129.67M
1.34%
Sole
0.00
Shared
0.00
None
763.30K
INTEL CORP
SOLEShares873.73K
TypeSH
Market value$122.00M
1.26%
Sole
0.00
Shared
0.00
None
873.73K
TOWER SEMICONDUCTOR LTD
SOLEShares464.02K
TypeSH
Market value$120.94M
1.25%
Sole
0.00
Shared
0.00
None
464.02K
TOAST INC
SOLEShares3.96M
TypeSH
Market value$110.09M
1.14%
Sole
0.00
Shared
0.00
None
3.96M
TKO GROUP HOLDINGS INC
SOLEShares537.44K
TypeSH
Market value$108.19M
1.12%
Sole
0.00
Shared
0.00
None
537.44K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 2.40M | SH | $480.70M 4.96% | 0.00 | 0.00 | 2.40M |
CLOUDFLARE INCSOLE | CL A COM | 1.67M | SH | $409.21M 4.22% | 0.00 | 0.00 | 1.67M |
AMAZON COM INCSOLE | COM | 1.68M | SH | $401.42M 4.14% | 0.00 | 0.00 | 1.68M |
NETFLIX INC.SOLE | COM | 4M | SH | $285.54M 2.95% | 0.00 | 0.00 | 4M |
QUANTA SVCS INCSOLE | COM | 378.10K | SH | $272.24M 2.81% | 0.00 | 0.00 | 378.10K |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 870.78K | SH | $240.48M 2.48% | 0.00 | 0.00 | 870.78K |
TESLA INCSOLE | COM | 569.26K | SH | $239.43M 2.47% | 0.00 | 0.00 | 569.26K |
MICRON TECHNOLOGY INCSOLE | COM | 201.65K | SH | $232.76M 2.40% | 0.00 | 0.00 | 201.65K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 1.84M | SH | $209.57M 2.16% | 0.00 | 0.00 | 1.84M |
META PLATFORMS INCSOLE | CL A | 345.37K | SH | $194.55M 2.01% | 0.00 | 0.00 | 345.37K |
ALPHABET INCSOLE | CAP STK CL A | 538.61K | SH | $192.48M 1.99% | 0.00 | 0.00 | 538.61K |
SITIME CORPSOLE | COM | 240.53K | SH | $179.33M 1.85% | 0.00 | 0.00 | 240.53K |
ENPHASE ENERGY INCSOLE | COM | 3.48M | SH | $171.30M 1.77% | 0.00 | 0.00 | 3.48M |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 461.46K | SH | $163.62M 1.69% | 0.00 | 0.00 | 461.46K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 406.27K | SH | $161.56M 1.67% | 0.00 | 0.00 | 406.27K |
ALPHABET INCSOLE | CAP STK CL C | 430.81K | SH | $152.22M 1.57% | 0.00 | 0.00 | 430.81K |
ROBINHOOD MKTS INCSOLE | COM CL A | 1.46M | SH | $146.40M 1.51% | 0.00 | 0.00 | 1.46M |
SHARKNINJA INCSOLE | COM SHS | 935.24K | SH | $142.41M 1.47% | 0.00 | 0.00 | 935.24K |
NATERA INCSOLE | COM | 498.06K | SH | $135.20M 1.40% | 0.00 | 0.00 | 498.06K |
EMBRAER S.A.SOLE | SPONSORED ADS | 2.10M | SH | $133.86M 1.38% | 0.00 | 0.00 | 2.10M |
ARISTA NETWORKS INCSOLE | COM SHS | 763.30K | SH | $129.67M 1.34% | 0.00 | 0.00 | 763.30K |
INTEL CORPSOLE | COM | 873.73K | SH | $122.00M 1.26% | 0.00 | 0.00 | 873.73K |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 464.02K | SH | $120.94M 1.25% | 0.00 | 0.00 | 464.02K |
TOAST INCSOLE | CL A | 3.96M | SH | $110.09M 1.14% | 0.00 | 0.00 | 3.96M |
TKO GROUP HOLDINGS INCSOLE | CL A | 537.44K | SH | $108.19M 1.12% | 0.00 | 0.00 | 537.44K |
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