Gilder Gagnon Howe & Co Llc Portfolio Stock Holdings
Gilder Gagnon Howe & Co Llc disclosed 252 stock positions valued at approximately $8.3 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, NETFLIX INC., and CLOUDFLARE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 252
- Portfolio Value
- $8.3B
Holdings by Sector
Gilder Gagnon Howe & Co Llc Portfolio Holdings in Q1 2026
226 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 5.30% | 2,532,418 | -47,291 | -1.83% | $441,653,720 |
| NETFLIX INC. | NFLX | Communication Services | 4.84% | 4,191,843 | -173,533 | -3.98% | $403,045,727 |
| CLOUDFLARE INC | NET | Technology | 4.40% | 1,778,168 | +23,707 | +1.35% | $366,907,151 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.38% | 1,751,990 | -47,619 | -2.65% | $364,886,954 |
| SHOPIFY INC | SHOP | Technology | 3.07% | 2,154,743 | -23,653 | -1.09% | $255,595,621 |
| TESLA INC | TSLA | Consumer Cyclical | 2.76% | 619,700 | -106,797 | -14.70% | $230,373,607 |
| META PLATFORMS INC | META | Communication Services | 2.70% | 394,067 | -16,190 | -3.95% | $225,457,647 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 2.49% | 449,557 | -23,988 | -5.07% | $207,241,434 |
| QUANTA SVCS INC | PWR | Industrials | 2.46% | 373,698 | +331 | +0.09% | $205,167,401 |
| NATERA INC | NTRA | Healthcare | 1.81% | 755,275 | -73,025 | -8.82% | $151,047,391 |
| ALPHABET INC | GOOGL | Communication Services | 1.65% | 478,792 | -7,017 | -1.44% | $137,681,428 |
| ECHOSTAR CORP | SATS | Technology | 1.65% | 1,173,977 | +244,585 | +26.32% | $137,437,487 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.56% | 385,605 | -110,729 | -22.31% | $130,272,793 |
| EMBRAER S.A. | ERJ | Industrials | 1.51% | 2,119,373 | -203,922 | -8.78% | $125,763,594 |
| ALPHABET INC | GOOG | Communication Services | 1.44% | 419,748 | +29,966 | +7.69% | $120,408,911 |
| QXO INC | QXO | Technology | 1.40% | 5,988,681 | -237,374 | -3.81% | $116,300,185 |
| TKO GROUP HOLDINGS INC | TKO | Communication Services | 1.37% | 564,911 | -129,689 | -18.67% | $113,914,303 |
| NEW YORK TIMES CO MTN BE | NYT | Communication Services | 1.36% | 1,356,477 | +7,856 | +0.58% | $113,577,777 |
| SITIME CORP | SITM | Technology | 1.35% | 326,068 | -45,226 | -12.18% | $112,607,584 |
| TOAST INC | TOST | Technology | 1.29% | 4,069,162 | -321,402 | -7.32% | $107,873,485 |
| SHAKE SHACK INC | SHAK | Consumer Cyclical | 1.23% | 1,155,577 | -113,539 | -8.95% | $102,233,867 |
| ARCUTIS BIOTHERAPEUTICS INC | ARQT | Healthcare | 1.22% | 4,304,010 | -149,846 | -3.36% | $101,402,476 |
| SHARKNINJA INC | SN | Other | 1.22% | 957,107 | -33,517 | -3.38% | $101,357,631 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 1.20% | 1,447,235 | +674,289 | +87.24% | $100,293,386 |
| NEBIUS GROUP N.V. | NBIS | Other | 1.18% | 951,093 | -62,893 | -6.20% | $98,685,410 |
| ARISTA NETWORKS INC | ANET | Other | 1.17% | 797,221 | -19,310 | -2.36% | $97,882,794 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1.15% | 55,552 | +789 | +1.44% | $96,050,965 |
| ROBLOX CORP | RBLX | Communication Services | 1.14% | 1,680,558 | -21,552 | -1.27% | $95,052,360 |
| ELBIT SYS LTD | M3760D101 | Other | 1.14% | 111,684 | +4,560 | +4.26% | $94,829,768 |
| ALNYLAM PHARMACEUTICALS INC | ALNY | Healthcare | 1.11% | 280,092 | -39,213 | -12.28% | $92,674,097 |
| GAP INC | GAP | Consumer Cyclical | 1.07% | 3,672,048 | -63,060 | -1.69% | $88,863,562 |
| FRANCO NEV CORP | FNV | Basic Materials | 1.00% | 337,700 | -3,437 | -1.01% | $83,428,785 |
| ENPHASE ENERGY INC | ENPH | Technology | 0.97% | 2,146,391 | +2,113,519 | +6429.54% | $81,155,044 |
| SPHERE ENTERTAINMENT CO | SPHR | Communication Services | 0.79% | 561,457 | +311 | +0.06% | $65,915,052 |
| SIRIUSPOINT LTD | SPNT | Other | 0.76% | 2,945,802 | -348,073 | -10.57% | $63,452,575 |
| ARM HOLDINGS PLC | ARM | Technology | 0.74% | 408,257 | +41,528 | +11.32% | $61,761,117 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 0.70% | 194,726 | -64,344 | -24.84% | $58,579,423 |
| POOL CORP | POOL | Industrials | 0.68% | 281,950 | +1,093 | +0.39% | $57,046,842 |
| CBOE GLOBAL MKTS INC | CBOE | Financial Services | 0.68% | 202,940 | -4,362 | -2.10% | $57,040,250 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 0.68% | 117,482 | -12,401 | -9.55% | $56,968,197 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.64% | 424,679 | -7,874 | -1.82% | $53,628,464 |
| RIVIAN AUTOMOTIVE INC | RIVN | Consumer Cyclical | 0.64% | 3,547,581 | -54,375 | -1.51% | $53,391,094 |
| BOOT BARN HLDGS INC | BOOT | Consumer Cyclical | 0.61% | 347,787 | -10,159 | -2.84% | $50,902,105 |
| REDDIT INC | RDDT | Communication Services | 0.61% | 376,189 | -35,353 | -8.59% | $50,653,849 |
| DUOLINGO INC | DUOL | Technology | 0.60% | 508,550 | +2,419 | +0.48% | $50,127,772 |
| FRESHPET INC | FRPT | Consumer Defensive | 0.57% | 808,566 | -246,574 | -23.37% | $47,673,037 |
| NLIGHT INC | LASR | Technology | 0.54% | 786,285 | +786,285 | +100.00% | $44,833,971 |
| AFFIRM HLDGS INC | AFRM | Technology | 0.53% | 958,005 | +5,096 | +0.53% | $43,895,789 |
| TAMBORAN RES CORP | TBN | Energy | 0.50% | 841,063 | +46,415 | +5.84% | $42,044,739 |
| FTAI AVIATION LTD | FTAI | Other | 0.50% | 171,513 | -16,500 | -8.78% | $42,020,685 |
| APPFOLIO INC | APPF | Technology | 0.50% | 265,330 | -154,101 | -36.74% | $41,874,420 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 0.49% | 69,173 | -9,380 | -11.94% | $40,720,526 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.48% | 275,323 | +33,604 | +13.90% | $40,274,248 |
| HUBSPOT INC | HUBS | Technology | 0.47% | 161,818 | -4,120 | -2.48% | $39,499,733 |
| LIVE OAK BANCSHARES INC | LOB | Financial Services | 0.47% | 1,193,114 | +1,193,114 | +100.00% | $39,456,280 |
| APPLIED OPTOELECTRONICS INC | AAOI | Technology | 0.46% | 455,375 | -19,640 | -4.13% | $38,520,171 |
| TALEN ENERGY CORP | TLN | Other | 0.46% | 120,181 | -3,340 | -2.70% | $38,365,381 |
| CALIX INC | CALX | Technology | 0.46% | 779,092 | -108,835 | -12.26% | $38,167,717 |
| SERVICETITAN INC | TTAN | Other | 0.45% | 594,665 | -3,004 | -0.50% | $37,737,441 |
| XOMETRY INC | XMTR | Industrials | 0.45% | 921,181 | -100,874 | -9.87% | $37,621,032 |
| GE AEROSPACE | GE | Industrials | 0.40% | 116,620 | -17,652 | -13.15% | $33,093,257 |
| ALIGNMENT HEALTHCARE INC | ALHC | Healthcare | 0.39% | 1,833,691 | -23,448 | -1.26% | $32,309,635 |
| SITEONE LANDSCAPE SUPPLY INC | SITE | Industrials | 0.38% | 240,400 | -44,442 | -15.60% | $31,999,591 |
| SPROUTS FMRS MKT INC | SFM | Consumer Defensive | 0.38% | 407,258 | -104,088 | -20.36% | $31,411,832 |
| BRIDGEBIO PHARMA INC | BBIO | Healthcare | 0.37% | 420,325 | -37,652 | -8.22% | $31,213,335 |
| PORCH GROUP INC | PRCH | Technology | 0.36% | 4,174,917 | -172,456 | -3.97% | $29,934,155 |
| TEXAS ROADHOUSE INC | TXRH | Consumer Cyclical | 0.36% | 180,168 | -2,156 | -1.18% | $29,752,944 |
| MICROSOFT CORP | MSFT | Technology | 0.35% | 77,787 | -84,909 | -52.19% | $28,794,414 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.32% | 79,525 | +15,421 | +24.06% | $26,875,474 |
| ROKU INC | ROKU | Communication Services | 0.31% | 272,337 | -208,962 | -43.42% | $25,768,544 |
| LOAR HOLDINGS INC | LOAR | Industrials | 0.30% | 440,868 | -26,001 | -5.57% | $25,257,328 |
| TRANSDIGM GROUP INC | TDG | Industrials | 0.30% | 21,481 | -4,054 | -15.88% | $24,895,388 |
| SOLARIS ENERGY INFRAS INC | SOI | Other | 0.28% | 408,023 | +163,978 | +67.19% | $23,057,380 |
| INTEL CORP | INTC | Technology | 0.28% | 521,122 | +521,122 | +100.00% | $22,997,114 |
| CITIGROUP INC | C | Financial Services | 0.26% | 193,736 | -19,794 | -9.27% | $21,971,600 |
| CYTOKINETICS INC | CYTK | Healthcare | 0.26% | 330,989 | -54,831 | -14.21% | $21,815,452 |
| OPTION CARE HEALTH INC | OPCH | Healthcare | 0.26% | 801,142 | -7,466 | -0.92% | $21,566,743 |
| APPLE INC | AAPL | Technology | 0.24% | 79,040 | +42,297 | +115.12% | $20,059,643 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 0.24% | 235,433 | -4,483 | -1.87% | $19,609,215 |
| TEMPUS AI INC | TEM | Healthcare | 0.21% | 384,548 | -192,226 | -33.33% | $17,389,261 |
| CORNING INC | GLW | Technology | 0.20% | 124,940 | +107,258 | +606.59% | $16,988,092 |
| AEHR TEST SYS | AEHR | Technology | 0.20% | 444,296 | +126,348 | +39.74% | $16,474,496 |
| GLAUKOS CORP | GKOS | Healthcare | 0.20% | 152,897 | -1,545 | -1.00% | $16,460,837 |
| WOODWARD INC | WWD | Industrials | 0.20% | 45,819 | -693 | -1.49% | $16,399,536 |
| BERKLEY W R CORP | WRB | Financial Services | 0.19% | 240,239 | -1,525 | -0.63% | $15,923,041 |
| MADRIGAL PHARMACEUTICALS INC | MDGL | Healthcare | 0.18% | 29,391 | -4,077 | -12.18% | $15,385,307 |
| MAGNOLIA OIL & GAS CORP | MGY | Energy | 0.18% | 486,526 | -167,422 | -25.60% | $15,359,636 |
| ESTABLISHMENT LABS HLDGS INC | ESTA | Other | 0.18% | 268,533 | +97,776 | +57.26% | $15,247,304 |
| GE VERNOVA INC | GEV | Utilities | 0.17% | 16,487 | -9,865 | -37.44% | $14,391,502 |
| KRATOS DEFENSE & SEC SOLUTIO | KTOS | Industrials | 0.17% | 200,017 | -69,776 | -25.86% | $14,103,199 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.17% | 27,732 | -3,781 | -12.00% | $13,856,614 |
| SI BONE INC | SIBN | Healthcare | 0.16% | 1,048,516 | +634,558 | +153.29% | $13,242,757 |
| CHART INDS INC | GTLS | Industrials | 0.16% | 64,035 | -84,101 | -56.77% | $13,239,236 |
| OSCAR HEALTH INC | OSCR | Healthcare | 0.15% | 1,074,592 | -34,003 | -3.07% | $12,325,566 |
| MADISON SQUARE GRDN SPRT COR | MSGS | Communication Services | 0.14% | 37,499 | -150 | -0.40% | $12,052,179 |
| BLOOM ENERGY CORP | BE | Industrials | 0.13% | 81,583 | +77,414 | +1856.90% | $11,053,681 |
| PLANET LABS PBC | PL | Industrials | 0.13% | 387,604 | +294,604 | +316.78% | $10,833,532 |
| NU HLDGS LTD | G6683N103 | Other | 0.13% | 732,227 | +300,595 | +69.64% | $10,522,102 |
| RESIDEO TECHNOLOGIES INC | REZI | Industrials | 0.13% | 311,505 | -1,613 | -0.52% | $10,500,834 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 0.12% | 40,128 | +40,128 | +100.00% | $10,365,865 |