GILDER GAGNON HOWE & CO LLC

PrivateCIK: 902464
Location

NEW YORK, NY

274
Positions
$9.69B
Total AUM (reported)
124.63M
Total Shares

Allocation by class

TOTAL AUM$9.69B274 positions
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 313.3%4–1017.3%11–2522.4%Rest47.0%TOP 1030.6%0%100%
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

SOLE
COM
Shares2.40M
TypeSH
Market value$480.70M
4.96%
Sole
0.00
Shared
0.00
None
2.40M

CLOUDFLARE INC

SOLE
CL A COM
Shares1.67M
TypeSH
Market value$409.21M
4.22%
Sole
0.00
Shared
0.00
None
1.67M

AMAZON COM INC

SOLE
COM
Shares1.68M
TypeSH
Market value$401.42M
4.14%
Sole
0.00
Shared
0.00
None
1.68M

NETFLIX INC.

SOLE
COM
Shares4M
TypeSH
Market value$285.54M
2.95%
Sole
0.00
Shared
0.00
None
4M

QUANTA SVCS INC

SOLE
COM
Shares378.10K
TypeSH
Market value$272.24M
2.81%
Sole
0.00
Shared
0.00
None
378.10K

NEBIUS GROUP N.V.

SOLE
SHS CLASS A
Shares870.78K
TypeSH
Market value$240.48M
2.48%
Sole
0.00
Shared
0.00
None
870.78K

TESLA INC

SOLE
COM
Shares569.26K
TypeSH
Market value$239.43M
2.47%
Sole
0.00
Shared
0.00
None
569.26K

MICRON TECHNOLOGY INC

SOLE
COM
Shares201.65K
TypeSH
Market value$232.76M
2.40%
Sole
0.00
Shared
0.00
None
201.65K

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares1.84M
TypeSH
Market value$209.57M
2.16%
Sole
0.00
Shared
0.00
None
1.84M

META PLATFORMS INC

SOLE
CL A
Shares345.37K
TypeSH
Market value$194.55M
2.01%
Sole
0.00
Shared
0.00
None
345.37K

ALPHABET INC

SOLE
CAP STK CL A
Shares538.61K
TypeSH
Market value$192.48M
1.99%
Sole
0.00
Shared
0.00
None
538.61K

SITIME CORP

SOLE
COM
Shares240.53K
TypeSH
Market value$179.33M
1.85%
Sole
0.00
Shared
0.00
None
240.53K

ENPHASE ENERGY INC

SOLE
COM
Shares3.48M
TypeSH
Market value$171.30M
1.77%
Sole
0.00
Shared
0.00
None
3.48M

ARM HOLDINGS PLC

SOLE
SPONSORED ADS
Shares461.46K
TypeSH
Market value$163.62M
1.69%
Sole
0.00
Shared
0.00
None
461.46K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares406.27K
TypeSH
Market value$161.56M
1.67%
Sole
0.00
Shared
0.00
None
406.27K

ALPHABET INC

SOLE
CAP STK CL C
Shares430.81K
TypeSH
Market value$152.22M
1.57%
Sole
0.00
Shared
0.00
None
430.81K

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares1.46M
TypeSH
Market value$146.40M
1.51%
Sole
0.00
Shared
0.00
None
1.46M

SHARKNINJA INC

SOLE
COM SHS
Shares935.24K
TypeSH
Market value$142.41M
1.47%
Sole
0.00
Shared
0.00
None
935.24K

NATERA INC

SOLE
COM
Shares498.06K
TypeSH
Market value$135.20M
1.40%
Sole
0.00
Shared
0.00
None
498.06K

EMBRAER S.A.

SOLE
SPONSORED ADS
Shares2.10M
TypeSH
Market value$133.86M
1.38%
Sole
0.00
Shared
0.00
None
2.10M

ARISTA NETWORKS INC

SOLE
COM SHS
Shares763.30K
TypeSH
Market value$129.67M
1.34%
Sole
0.00
Shared
0.00
None
763.30K

INTEL CORP

SOLE
COM
Shares873.73K
TypeSH
Market value$122.00M
1.26%
Sole
0.00
Shared
0.00
None
873.73K

TOWER SEMICONDUCTOR LTD

SOLE
SHS NEW
Shares464.02K
TypeSH
Market value$120.94M
1.25%
Sole
0.00
Shared
0.00
None
464.02K

TOAST INC

SOLE
CL A
Shares3.96M
TypeSH
Market value$110.09M
1.14%
Sole
0.00
Shared
0.00
None
3.96M

TKO GROUP HOLDINGS INC

SOLE
CL A
Shares537.44K
TypeSH
Market value$108.19M
1.12%
Sole
0.00
Shared
0.00
None
537.44K
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