Funds › Gilder Gagnon Howe & Co LLC
Gilder Gagnon Howe & Co LLC
13F for Q2 2026, filed Aug 14, 2026. 274 positions worth $9.7B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$9.7B
+$1.4B (16.2%) vs Q1 2026
Positions
274
252 in Q1 2026
Top 10 share
30.6%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 2.40M | $480.7M | 5.0% | -5.1% | 13F ↗ |
| 2 | NET Cloudflare, Inc. | 1.67M | $409.2M | 4.2% | -6.2% | 13F ↗ |
| 3 | AMZN Amazon.com, Inc. | 1.68M | $401.4M | 4.1% | -3.9% | 13F ↗ |
| 4 | NFLX Netflix, Inc. | 4.00M | $285.5M | 2.9% | -4.6% | 13F ↗ |
| 5 | PWR Quanta Services, Inc. | 378,096 | $272.2M | 2.8% | +1.2% | 13F ↗ |
| 6 | NBIS Nebius Group N.V. | 870,776 | $240.5M | 2.5% | -8.4% | 13F ↗ |
| 7 | TSLA Tesla, Inc. | 569,259 | $239.4M | 2.5% | -8.1% | 13F ↗ |
| 8 | MU Micron Technology, Inc. | 201,645 | $232.8M | 2.4% | -47.7% | 13F ↗ |
| 9 | SHOP Shopify Inc. | 1.84M | $209.6M | 2.2% | -14.8% | 13F ↗ |
| 10 | META Meta Platforms, Inc. | 345,373 | $194.5M | 2.0% | -12.4% | 13F ↗ |
| 11 | GOOGL Alphabet Inc. Class A | 538,605 | $192.5M | 2.0% | +12.5% | 13F ↗ |
| 12 | SITM SiTime Corporation | 240,532 | $179.3M | 1.9% | -26.2% | 13F ↗ |
| 13 | ENPH Enphase Energy, Inc. | 3.48M | $171.3M | 1.8% | +62.1% | 13F ↗ |
| 14 | ARM Arm Holdings plc | 461,461 | $163.6M | 1.7% | +13.0% | 13F ↗ |
| 15 | ISRG Intuitive Surgical, Inc. | 406,268 | $161.6M | 1.7% | -9.6% | 13F ↗ |
| 16 | GOOG Alphabet Inc. Class C | 430,815 | $152.2M | 1.6% | +2.6% | 13F ↗ |
| 17 | HOOD Robinhood Markets, Inc. | 1.46M | $146.4M | 1.5% | +0.9% | 13F ↗ |
| 18 | SN SharkNinja, Inc. | 935,238 | $142.4M | 1.5% | -2.3% | 13F ↗ |
| 19 | NTRA Natera, Inc. | 498,064 | $135.2M | 1.4% | -34.1% | 13F ↗ |
| 20 | EMBJ Embraer S.A. · ADR | 2.10M | $133.9M | 1.4% | -1.0% | 13F ↗ |
| 21 | ANET Arista Networks, Inc. | 763,296 | $129.7M | 1.3% | -4.3% | 13F ↗ |
| 22 | INTC Intel Corporation | 873,727 | $122.0M | 1.3% | +67.7% | 13F ↗ |
| 23 | TSEM Tower Semiconductor Ltd. | 464,018 | $120.9M | 1.2% | -1.6% | 13F ↗ |
| 24 | TOST Toast, Inc. | 3.96M | $110.1M | 1.1% | -2.8% | 13F ↗ |
| 25 | TKO TKO Group Holdings, Inc. | 537,438 | $108.2M | 1.1% | -4.9% | 13F ↗ |
| 26 | TBBB BBB Foods Inc. | 2.52M | $104.9M | 1.1% | -1.4% | 13F ↗ |
| 27 | SPHR Sphere Entertainment Co. | 557,742 | $96.5M | 1.0% | -0.7% | 13F ↗ |
| 28 | NYT New York Times Company | 1.34M | $93.7M | 1.0% | -1.3% | 13F ↗ |
| 29 | ECHO EchoStar Corporation | 912,981 | $92.7M | 1.0% | -22.2% | 13F ↗ |
| 30 | MELI MercadoLibre, Inc. | 53,237 | $90.4M | 0.9% | -4.2% | 13F ↗ |
| 31 | AFRM Affirm Holdings, Inc. | 1.11M | $90.4M | 0.9% | +15.7% | 13F ↗ |
| 32 | QXO QXO, Inc. | 4.79M | $82.7M | 0.9% | -20.0% | 13F ↗ |
| 33 | XMTR Xometry, Inc. | 857,146 | $82.7M | 0.9% | -7.0% | 13F ↗ |
| 34 | ALNY Alnylam Pharmaceuticals, Inc. | 269,051 | $81.0M | 0.8% | -3.9% | 13F ↗ |
| 35 | ACMR ACM Research, Inc. | 637,058 | $80.8M | 0.8% | +794% | 13F ↗ |
| 36 | MDA MDA Space Ltd. | 1.68M | $69.3M | 0.7% | -13.1% | 13F ↗ |
| 37 | SPNT SiriusPoint Ltd. | 2.86M | $68.8M | 0.7% | -2.8% | 13F ↗ |
| 38 | ABNB Airbnb, Inc. | 479,688 | $68.6M | 0.7% | +13.0% | 13F ↗ |
| 39 | GAP Gap, Inc. | 3.66M | $68.4M | 0.7% | -0.3% | 13F ↗ |
| 40 | ESLT Elbit Systems Ltd. | 87,647 | $66.5M | 0.7% | -21.5% | 13F ↗ |
| 41 | DASH DoorDash, Inc. | 359,443 | $66.3M | 0.7% | +1017% | 13F ↗ |
| 42 | PRCH Porch Group, Inc. | 4.38M | $65.9M | 0.7% | +5.0% | 13F ↗ |
| 43 | FNV Franco-Nevada Corporation | 310,693 | $64.8M | 0.7% | -8.0% | 13F ↗ |
| 44 | RDDT Reddit, Inc. | 366,313 | $63.6M | 0.7% | -2.6% | 13F ↗ |
| 45 | RIVN Rivian Automotive, Inc. | 3.59M | $62.3M | 0.6% | +1.2% | 13F ↗ |
| 46 | RTX RTX Corporation | 312,470 | $59.3M | 0.6% | New | 13F ↗ |
| 47 | LASR nLIGHT, Inc. | 840,995 | $58.6M | 0.6% | +7.0% | 13F ↗ |
| 48 | DUOL Duolingo, Inc. | 502,344 | $57.8M | 0.6% | -1.2% | 13F ↗ |
| 49 | BOOT Boot Barn Holdings, Inc. | 344,422 | $56.6M | 0.6% | -1.0% | 13F ↗ |
| 50 | LPLA LPL Financial Holdings Inc. | 193,037 | $54.4M | 0.6% | -0.9% | 13F ↗ |
Showing the top 50 of 274 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
50 new, 56 added to, 165 trimmed, 28 exited, 3 unchanged. By estimated dollars.
New positions (50)
| RTX RTX Corporation | 312,470 | New | $59.3M |
| AXON Axon Enterprise, Inc. | 90,804 | New | $50.9M |
| ON ON Semiconductor Corporation | 387,473 | New | $36.6M |
| SPCX Space Exploration Technologies Corp. | 202,295 | New | $34.6M |
| RMBS Rambus, Inc. | 257,434 | New | $34.2M |
| W Wayfair Inc. | 299,898 | New | $27.7M |
| QURE uniQure N.V. | 530,979 | New | $24.5M |
| PTRN Pattern Group Inc. | 928,703 | New | $23.4M |
| QCOM QUALCOMM Incorporated | 92,835 | New | $17.2M |
| GH Guardant Health, Inc. | 104,695 | New | $15.7M |
Added to (56)
| ACMR ACM Research, Inc. | 637,058 | +794% | $71.8M |
| ENPH Enphase Energy, Inc. | 3.48M | +62.1% | $65.6M |
| DASH DoorDash, Inc. | 359,443 | +1017% | $60.4M |
| INTC Intel Corporation | 873,727 | +67.7% | $49.2M |
| CRWV CoreWeave, Inc. | 537,774 | +891% | $48.1M |
| UTI Universal Technical Institute Inc | 1.04M | +273% | $32.6M |
| NKTR Nektar Therapeutics | 600,873 | +121% | $23.0M |
| GOOGL Alphabet Inc. Class A | 538,605 | +12.5% | $21.4M |
| HUBS HubSpot, Inc. | 270,150 | +66.9% | $19.8M |
| ARM Arm Holdings plc | 461,461 | +13.0% | $18.9M |
Trimmed (165)
| MU Micron Technology, Inc. | 201,645 | -47.7% | -$212.3M |
| ARQT Arcutis Biotherapeutics, Inc. | 1.31M | -69.5% | -$78.4M |
| NTRA Natera, Inc. | 498,064 | -34.1% | -$69.8M |
| SITM SiTime Corporation | 240,532 | -26.2% | -$63.8M |
| RBLX Roblox Corporation | 841,776 | -49.9% | -$45.6M |
| SHOP Shopify Inc. | 1.84M | -14.8% | -$36.5M |
| AEHR Aehr Test Systems | 100,204 | -77.4% | -$33.1M |
| META Meta Platforms, Inc. | 345,373 | -12.4% | -$27.4M |
| NET Cloudflare, Inc. | 1.67M | -6.2% | -$26.9M |
| ECHO EchoStar Corporation | 912,981 | -22.2% | -$26.5M |
Exited (28)
| SHAK Shake Shack, Inc. | 1.16M | Exited | -$102.2M |
| CBOE Cboe Global Markets, Inc. | 202,940 | Exited | -$57.0M |
| SFM Sprouts Farmers Market, Inc. | 407,258 | Exited | -$31.4M |
| ROKU Roku Inc | 272,337 | Exited | -$25.8M |
| BRCB Black Rock Coffee Bar, Inc. | 602,893 | Exited | -$7.8M |
| CME CME Group Inc. | 23,148 | Exited | -$6.8M |
| MCD McDonald's Corporation | 21,757 | Exited | -$6.8M |
| WCN Waste Connections, Inc. | 33,852 | Exited | -$5.5M |
| iShares Inc Msci Sth Kor Etf | 33,383 | Exited | -$4.1M |
| CIEN Ciena Corporation | 10,558 | Exited | -$4.1M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer