GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings274 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | 2.4M | $480.7M | 5.0% | $109.61 | +98.47% | 30 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC | 1.7M | $409.2M | 4.2% | $29.17 | +927.92% | 28 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 1.7M | $401.4M | 4.1% | $109.52 | +143.27% | 30 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC. | 4M | $285.5M | 2.9% | $87.80 | -6.93% | 30 qtrssince 2019-Q1 | Decreased 0 |
QUANTA SVCS INC | 378,096 | $272.2M | 2.8% | $165.20 | +264.83% | 22 qtrssince 2021-Q1 | Increased 53 |
NEBIUS GROUP N.V. | 870,776 | $240.5M | 2.5% | $60.60 | +245.15% | 5 qtrssince 2025-Q2 | Decreased 0 |
TESLA INC | 569,259 | $239.4M | 2.5% | $214.30 | +62.74% | 30 qtrssince 2019-Q1 | Decreased 0 |
MICRON TECHNOLOGY INC | 201,645 | $232.8M | 2.4% | $102.77 | +807.73% | 10 qtrssince 2024-Q1 | Decreased 0 |
SHOPIFY INC | 1.8M | $209.6M | 2.2% | $67.79 | +125.55% | 30 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 345,373 | $194.5M | 2.0% | $146.75 | +293.89% | 30 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 538,605 | $192.5M | 2.0% | $125.56 | +176.05% | 30 qtrssince 2019-Q1 | Increased 54 |
SITIME CORP | 240,532 | $179.3M | 1.9% | $153.56 | +263.29% | 27 qtrssince 2019-Q4 | Decreased 0 |
ENPHASE ENERGY INC | 3.5M | $171.3M | 1.8% | $45.23 | -17.64% | 30 qtrssince 2019-Q1 | Increased 69 |
ARM HOLDINGS PLC | 461,461 | $163.6M | 1.7% | $147.51 | +62.05% | 12 qtrssince 2023-Q3 | Increased 54 |
INTUITIVE SURGICAL INC | 406,268 | $161.6M | 1.7% | $325.15 | +14.59% | 30 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 430,815 | $152.2M | 1.6% | $123.18 | +178.36% | 30 qtrssince 2019-Q1 | Increased 49 |
ROBINHOOD MKTS INC | 1.5M | $146.4M | 1.5% | $89.14 | +16.96% | 6 qtrssince 2025-Q1 | Increased 48 |
SHARKNINJA INC | 935,238 | $142.4M | 1.5% | $91.66 | +108.63% | 8 qtrssince 2024-Q3 | Decreased 0 |
NATERA INC | 498,064 | $135.2M | 1.4% | $63.30 | +415.46% | 28 qtrssince 2019-Q3 | Decreased 0 |
EMBRAER S.A. | 2.1M | $133.9M | 1.4% | $28.82 | +151.73% | 9 qtrssince 2024-Q2 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $9.7B across 274 positions as of Q2 2026. Top holdings: NVDA (5.0%), NET (4.2%), AMZN (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 50 new positions, 28 exits, 57 increased. Top move: ENPH (INCREASED, conviction 69). Portfolio: $9.7B across 274 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR