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GILDER GAGNON HOWE & CO LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $9,687,004,638
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $480,704,580
- CLOUDFLARE INC · CL A COM · 18915M107 · shares: $409,213,419
- AMAZON COM INC · COM · 023135106 · shares: $401,419,613
- NETFLIX INC. · COM · 64110L106 · shares: $285,544,015
- QUANTA SVCS INC · COM · 74762E102 · shares: $272,243,884
- NEBIUS GROUP N.V. · SHS CLASS A · N97284108 · shares: $240,482,208
- TESLA INC · COM · 88160R101 · shares: $239,430,483
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $232,756,807
- SHOPIFY INC · CL A SUB VTG SHS · 82509L107 · shares: $209,568,947
- META PLATFORMS INC · CL A · 30303M102 · shares: $194,545,250
Reported holdings
274 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,402,442 shares | $480,704,580 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 1,668,352 shares | $409,213,419 |
| AMAZON COM INC | COM | 023135106 | — | 1,684,231 shares | $401,419,613 |
| NETFLIX INC. | COM | 64110L106 | — | 3,999,216 shares | $285,544,015 |
| QUANTA SVCS INC | COM | 74762E102 | — | 378,096 shares | $272,243,884 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 870,776 shares | $240,482,208 |
| TESLA INC | COM | 88160R101 | — | 569,259 shares | $239,430,483 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 201,645 shares | $232,756,807 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 1,835,426 shares | $209,568,947 |
| META PLATFORMS INC | CL A | 30303M102 | — | 345,373 shares | $194,545,250 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 538,605 shares | $192,481,269 |
| SITIME CORP | COM | 82982T106 | — | 240,532 shares | $179,331,038 |
| ENPHASE ENERGY INC | COM | 29355A107 | — | 3,478,961 shares | $171,304,040 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 461,461 shares | $163,620,221 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 406,268 shares | $161,564,789 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 430,815 shares | $152,219,864 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 1,459,898 shares | $146,398,571 |
| SHARKNINJA INC | COM SHS | G8068L108 | — | 935,238 shares | $142,408,690 |
| NATERA INC | COM | 632307104 | — | 498,064 shares | $135,199,396 |
| EMBRAER S.A. | SPONSORED ADS | 29082A107 | — | 2,098,154 shares | $133,862,225 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 763,296 shares | $129,668,724 |
| INTEL CORP | COM | 458140100 | — | 873,727 shares | $121,998,501 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | — | 464,018 shares | $120,941,652 |
| TOAST INC | CL A | 888787108 | — | 3,957,072 shares | $110,085,743 |
| TKO GROUP HOLDINGS INC | CL A | 87256C101 | — | 537,438 shares | $108,191,644 |
| BBB FOODS INC | CL A COM | G0896C103 | — | 2,517,615 shares | $104,909,017 |
| SPHERE ENTERTAINMENT CO | CL A | 55826T102 | — | 557,742 shares | $96,506,098 |
| NEW YORK TIMES CO MTN BE | CL A | 650111107 | — | 1,339,426 shares | $93,732,996 |
| ECHOSTAR CORP | CL A | 278768106 | — | 912,981 shares | $92,667,572 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 53,237 shares | $90,364,389 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 1,108,083 shares | $90,364,169 |
| QXO INC | COM NEW | 82846H405 | — | 4,788,440 shares | $82,744,243 |
| XOMETRY INC | CLASS A COM | 98423F109 | — | 857,146 shares | $82,731,732 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | — | 269,051 shares | $80,992,374 |
| ACM RESH INC | COM CL A | 00108J109 | — | 637,058 shares | $80,836,290 |
| MDA SPACE LTD | COM | 55293N109 | — | 1,679,194 shares | $69,317,128 |
| SIRIUSPOINT LTD | COM | G8192H106 | — | 2,864,674 shares | $68,752,176 |
| AIRBNB INC | COM CL A | 009066101 | — | 479,688 shares | $68,643,353 |
| GAP INC | COM | 364760108 | — | 3,660,756 shares | $68,382,922 |
| ELBIT SYS LTD | ORD | M3760D101 | — | 87,647 shares | $66,499,532 |
| DOORDASH INC | CL A | 25809K105 | — | 359,443 shares | $66,328,017 |
| PORCH GROUP INC | COM | 733245104 | — | 4,381,990 shares | $65,905,130 |
| FRANCO NEV CORP | COM | 351858105 | — | 310,693 shares | $64,760,849 |
| REDDIT INC | CL A | 75734B100 | — | 366,313 shares | $63,584,611 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | — | 3,590,083 shares | $62,287,940 |
| RTX CORPORATION | COM | 75513E101 | — | 312,470 shares | $59,284,933 |
| NLIGHT INC | COM | 65487K100 | — | 840,995 shares | $58,550,072 |
| DUOLINGO INC | CL A COM | 26603R106 | — | 502,344 shares | $57,779,605 |
| BOOT BARN HLDGS INC | COM | 099406100 | — | 344,422 shares | $56,578,202 |
| LPL FINL HLDGS INC | COM | 50212V100 | — | 193,037 shares | $54,374,662 |
| COREWEAVE INC | COM CL A | 21873S108 | — | 537,774 shares | $53,530,024 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 90,804 shares | $50,905,630 |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | — | 343,014 shares | $50,820,954 |
| POOL CORP | COM | 73278L105 | — | 235,717 shares | $50,655,476 |
| HUBSPOT INC | COM | 443573100 | — | 270,150 shares | $49,305,046 |
| VIA TRANSN INC | COM CL A | 92556W104 | — | 2,573,117 shares | $46,676,342 |
| FIGURE TECHNOLOGY SOLUTIO | COM CL A | 349381103 | — | 1,504,431 shares | $46,201,076 |
| LIVE OAK BANCSHARES INC | COM | 53803X105 | — | 1,123,910 shares | $45,900,484 |
| ROBLOX CORP | CL A | 771049103 | — | 841,776 shares | $45,775,779 |
| TALEN ENERGY CORP | COM | 87422Q109 | — | 118,335 shares | $45,471,407 |
| UNIVERSAL TECHNICAL INST INC | COM | 913915104 | — | 1,041,404 shares | $44,540,849 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 95,875 shares | $44,019,089 |
| ACCELERANT HOLDINGS | CL A | G00894108 | — | 3,732,024 shares | $43,739,321 |
| FTAI AVIATION LTD | SHS | G3730V105 | — | 161,244 shares | $43,621,339 |
| GE AEROSPACE | COM NEW | 369604301 | — | 113,237 shares | $42,320,064 |
| NEKTAR THERAPEUTICS | COM NEW | 640268306 | — | 600,873 shares | $41,946,944 |
| BRIDGEBIO PHARMA INC | COM | 10806X102 | — | 548,926 shares | $40,884,008 |
| APPFOLIO INC | COM CL A | 03783C100 | — | 250,264 shares | $40,129,872 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 68,114 shares | $39,281,113 |
| FRESHPET INC | COM | 358039105 | — | 625,953 shares | $37,006,327 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | — | 387,473 shares | $36,631,697 |
| GRUPO AEROMEXICO SAB DE CV | SPONSORED ADS | 40054J109 | — | 2,016,959 shares | $36,305,262 |
| TAMBORAN RES CORP | COM | 87507T101 | — | 1,091,386 shares | $35,480,959 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 202,295 shares | $34,564,124 |
| ARCUTIS BIOTHERAPEUTICS INC | COM | 03969K108 | — | 1,313,211 shares | $34,432,392 |
| RAMBUS INC DEL | COM | 750917106 | — | 257,434 shares | $34,171,789 |
| CYTOKINETICS INC | COM NEW | 23282W605 | — | 400,245 shares | $34,096,829 |
| ALIGNMENT HEALTHCARE INC | COM | 01625V104 | — | 1,399,482 shares | $33,321,666 |
| SOLARIS ENERGY INFRAS INC | COM CL A | 83418M103 | — | 402,996 shares | $32,425,058 |
| INTL GNRL INSURANCE HLDNGS L | SHS | G4809J106 | — | 1,209,591 shares | $31,654,996 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 101,510 shares | $30,727,077 |
| TEXAS ROADHOUSE INC | COM | 882681109 | — | 154,630 shares | $29,879,155 |
| LOAR HOLDINGS INC | COM SHS | 53947R105 | — | 366,256 shares | $29,523,896 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 61,658 shares | $29,446,011 |
| ESTABLISHMENT LABS HLDGS INC | COM | G31249108 | — | 342,033 shares | $29,349,852 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | — | 255,521 shares | $29,234,112 |
| OSCAR HEALTH INC | CL A | 687793109 | — | 1,001,982 shares | $28,576,515 |
| THREDUP INC | CL A | 88556E102 | — | 4,147,133 shares | $28,407,861 |
| APPLE INC | COM | 037833100 | — | 97,955 shares | $28,344,351 |
| WAYFAIR INC | CL A | 94419L101 | — | 299,898 shares | $27,716,573 |
| MICROSOFT CORP | COM | 594918104 | — | 73,222 shares | $27,313,270 |
| CITIGROUP INC | COM NEW | 172967424 | — | 191,573 shares | $26,812,557 |
| SERVICETITAN INC | SHS CL A | 81764X103 | — | 377,904 shares | $26,721,592 |
| KYMERA THERAPEUTICS INC | COM | 501575104 | — | 229,053 shares | $26,265,508 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 18,452 shares | $24,578,536 |
| UNIQURE NV | SHS | N90064101 | — | 530,979 shares | $24,456,893 |
| PATTERN GROUP INC | COM SER A | 70339W104 | — | 928,703 shares | $23,394,029 |
| LEGENCE CORP | CL A | 52476L109 | — | 258,691 shares | $22,048,234 |
| CALIX INC | COM | 13100M509 | — | 580,323 shares | $21,657,654 |
| GLAUKOS CORP | COM | 377322102 | — | 152,448 shares | $21,306,063 |