Gilder Gagnon Howe & Co Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Gilder Gagnon Howe & Co Llc disclosed 236 stock positions valued at approximately $9.69B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, CLOUDFLARE INC, and AMAZON COM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 236
- Portfolio Value
- $9.69B
Holdings by Sector
Gilder Gagnon Howe & Co Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 4.96% | 2,402,442 | -129,976 | -5.13% | $480,704,580 |
| CLOUDFLARE INC | NET | Technology | 4.22% | 1,668,352 | -109,816 | -6.18% | $409,213,419 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.14% | 1,684,231 | -67,759 | -3.87% | $401,419,613 |
| NETFLIX INC. | NFLX | Communication Services | 2.95% | 3,999,216 | -192,627 | -4.60% | $285,544,015 |
| QUANTA SVCS INC | PWR | Industrials | 2.81% | 378,096 | +4,398 | +1.18% | $272,243,884 |
| NEBIUS GROUP N.V. | NBIS | Other | 2.48% | 870,776 | -80,317 | -8.44% | $240,482,208 |
| TESLA INC | TSLA | Consumer Cyclical | 2.47% | 569,259 | -50,441 | -8.14% | $239,430,483 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.40% | 201,645 | -183,960 | -47.71% | $232,756,807 |
| SHOPIFY INC | SHOP | Technology | 2.16% | 1,835,426 | -319,317 | -14.82% | $209,568,947 |
| META PLATFORMS INC | META | Communication Services | 2.01% | 345,373 | -48,694 | -12.36% | $194,545,250 |
| ALPHABET INC | GOOGL | Communication Services | 1.99% | 538,605 | +59,813 | +12.49% | $192,481,269 |
| SITIME CORP | SITM | Technology | 1.85% | 240,532 | -85,536 | -26.23% | $179,331,038 |
| ENPHASE ENERGY INC | ENPH | Technology | 1.77% | 3,478,961 | +1,332,570 | +62.08% | $171,304,040 |
| ARM HOLDINGS PLC | ARM | Technology | 1.69% | 461,461 | +53,204 | +13.03% | $163,620,221 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.67% | 406,268 | -43,289 | -9.63% | $161,564,789 |
| ALPHABET INC | GOOG | Communication Services | 1.57% | 430,815 | +11,067 | +2.64% | $152,219,864 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 1.51% | 1,459,898 | +12,663 | +0.87% | $146,398,571 |
| SHARKNINJA INC | SN | Other | 1.47% | 935,238 | -21,869 | -2.28% | $142,408,690 |
| NATERA INC | NTRA | Healthcare | 1.40% | 498,064 | -257,211 | -34.06% | $135,199,396 |
| EMBRAER S.A. | ERJ | Industrials | 1.38% | 2,098,154 | -21,219 | -1.00% | $133,862,225 |
| ARISTA NETWORKS INC | ANET | Other | 1.34% | 763,296 | -33,925 | -4.26% | $129,668,724 |
| INTEL CORP | INTC | Technology | 1.26% | 873,727 | +352,605 | +67.66% | $121,998,501 |
| TOAST INC | TOST | Technology | 1.14% | 3,957,072 | -112,090 | -2.75% | $110,085,743 |
| TKO GROUP HOLDINGS INC | TKO | Communication Services | 1.12% | 537,438 | -27,473 | -4.86% | $108,191,644 |
| SPHERE ENTERTAINMENT CO | SPHR | Communication Services | 1.00% | 557,742 | -3,715 | -0.66% | $96,506,098 |
| NEW YORK TIMES CO MTN BE | NYT | Communication Services | 0.97% | 1,339,426 | -17,051 | -1.26% | $93,732,996 |
| ECHOSTAR CORP | SATS | Technology | 0.96% | 912,981 | -260,996 | -22.23% | $92,667,572 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.93% | 53,237 | -2,315 | -4.17% | $90,364,389 |
| AFFIRM HLDGS INC | AFRM | Technology | 0.93% | 1,108,083 | +150,078 | +15.67% | $90,364,169 |
| QXO INC | QXO | Technology | 0.85% | 4,788,440 | -1,200,241 | -20.04% | $82,744,243 |
Showing 30 of 236 holdings in the latest reporting period.