EdgeMarket › What Gilder Gagnon Howe & Co Llc reported owning
What Gilder Gagnon Howe & Co Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
8.3BPositions
252Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 441.7M | 5.3% | 2.5M | 214.72 | +22.4% |
| NFLX NETFLIX INC | 403.0M | 4.8% | 4.2M | 79.59 | -34.4% |
| NET Cloudflare, Inc. | 366.9M | 4.4% | 1.8M | 293.14 | +51.7% |
| AMZN AMAZON COM INC | 364.9M | 4.4% | 1.8M | 258.63 | +15.6% |
| SHOP SHOPIFY INC. | 255.6M | 3.1% | 2.2M | 149.25 | +8.7% |
| TSLA Tesla, Inc. | 230.4M | 2.8% | 619.7K | 362.86 | +12.0% |
| META Meta Platforms, Inc. | 225.5M | 2.7% | 394.1K | 549.90 | -26.5% |
| ISRG INTUITIVE SURGICAL INC | 207.2M | 2.5% | 449.6K | 378.81 | -21.2% |
| PWR QUANTA SERVICES, INC. | 205.2M | 2.5% | 373.7K | 639.34 | +70.1% |
| NTRA Natera, Inc. | 151.0M | 1.8% | 755.3K | 332.03 | +106.7% |
| GOOGL Alphabet Inc. | 137.7M | 1.7% | 478.8K | 344.82 | +73.0% |
| ECHO EchoStar CORP | 137.4M | 1.6% | 1.2M | 86.81 | +214.0% |
| MU MICRON TECHNOLOGY INC | 130.3M | 1.6% | 385.6K | 966.78 | +724.8% |
| EMBJ EMBRAER S.A. | 125.8M | 1.5% | 2.1M | 75.95 | +36.5% |
| GOOG Alphabet Inc. | 120.4M | 1.4% | 419.7K | 341.75 | +70.7% |
| QXO QXO, Inc. | 116.3M | 1.4% | 6.0M | 13.76 | -28.6% |
| TKO TKO Group Holdings, Inc. | 113.9M | 1.4% | 564.9K | 193.14 | +5.8% |
| NYT NEW YORK TIMES CO | 113.6M | 1.4% | 1.4M | 65.69 | +9.6% |
| SITM SITIME Corp | 112.6M | 1.4% | 326.1K | 614.83 | +177.5% |
| TOST Toast, Inc. | 107.9M | 1.3% | 4.1M | 36.64 | -13.6% |
| SHAK Shake Shack Inc. | 102.2M | 1.2% | 1.2M | 75.82 | -26.1% |
| ARQT Arcutis Biotherapeutics, Inc. | 101.4M | 1.2% | 4.3M | 25.08 | +58.8% |
| SN SharkNinja, Inc. | 101.4M | 1.2% | 957.1K | 180.76 | +51.1% |
| HOOD Robinhood Markets, Inc. | 100.3M | 1.2% | 1.4M | 108.13 | +2.6% |
| NBIS Nebius Group N.V. | 98.7M | 1.2% | 951.1K | 219.13 | +224.8% |
| ANET Arista Networks, Inc. | 97.9M | 1.2% | 797.2K | 188.65 | +43.5% |
| MELI MERCADOLIBRE INC | 96.1M | 1.2% | 55.6K | 1,922.73 | -17.7% |
| RBLX Roblox Corp | 95.1M | 1.1% | 1.7M | 38.37 | -67.6% |
| ESLT ELBIT SYSTEMS LTD | 94.8M | 1.1% | 111.7K | 741.33 | +62.2% |
| ALNY ALNYLAM PHARMACEUTICALS, INC. | 92.7M | 1.1% | 280.1K | 236.22 | -48.5% |
| TBBB BBB FOODS INC | 90.3M | 1.1% | 2.6M | 50.66 | +95.8% |
| GAP GAP INC | 88.9M | 1.1% | 3.7M | 19.80 | -4.6% |
| FNV FRANCO NEVADA Corp | 83.4M | 1.0% | 337.7K | 265.74 | +49.0% |
| TSEM TOWER SEMICONDUCTOR LTD | 82.7M | 1.0% | 471.5K | 222.59 | +344.7% |
| ENPH Enphase Energy, Inc. | 81.2M | 1.0% | 2.1M | 38.61 | +8.2% |
| SPHR Sphere Entertainment Co. | 65.9M | 0.8% | 561.5K | 158.36 | +295.8% |
| FIGR Figure Technology Solutions, Inc. | 65.5M | 0.8% | 1.9M | 39.10 | — |
| SPNT SiriusPoint Ltd | 63.5M | 0.8% | 2.9M | 23.63 | +26.8% |
| ARM ARM HOLDINGS PLC /UK | 61.8M | 0.7% | 408.3K | 243.32 | +85.5% |
| LPLA LPL Financial Holdings Inc. | 58.6M | 0.7% | 194.7K | 361.35 | +1.7% |
| POOL POOL CORP | 57.0M | 0.7% | 281.9K | 187.98 | -40.3% |
| CBOE Cboe Global Markets, Inc. | 57.0M | 0.7% | 202.9K | 300.74 | +19.4% |
| SPOT Spotify Technology S.A. | 57.0M | 0.7% | 117.5K | 533.72 | -24.2% |
| ABNB Airbnb, Inc. | 53.6M | 0.6% | 424.7K | 187.30 | +49.9% |
| RIVN Rivian Automotive, Inc. / DE | 53.4M | 0.6% | 3.5M | 16.97 | +40.6% |
| BOOT Boot Barn Holdings, Inc. | 50.9M | 0.6% | 347.8K | 165.57 | -1.9% |
| RDDT Reddit, Inc. | 50.7M | 0.6% | 376.2K | 153.29 | -29.8% |
| DUOL Duolingo, Inc. | 50.1M | 0.6% | 508.6K | 146.13 | -56.9% |
| ARX Accelerant Holdings | 50.0M | 0.6% | 3.7M | 19.59 | -34.7% |
| MDA MDA Space Ltd. | 48.9M | 0.6% | 1.9M | 30.92 | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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