GGGILDER GAGNON HOWE & CO LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings252 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

NVIDIA CORPORATION

2.5M$441.7M5.3%$109.61+92.46%
29 qtrssince 2019-Q1
Decreased
0

NETFLIX INC.

4.2M$403M4.8%$87.80-16.44%
29 qtrssince 2019-Q1
Decreased
0

CLOUDFLARE INC

1.8M$366.9M4.4%$29.17+820.14%
27 qtrssince 2019-Q3
Increased
58

AMAZON COM INC

1.8M$364.9M4.4%$109.52+124.01%
29 qtrssince 2019-Q1
Decreased
0

SHOPIFY INC

2.2M$255.6M3.1%$67.79+80.76%
29 qtrssince 2019-Q1
Decreased
0

TESLA INC

619,700$230.4M2.8%$214.30+90.28%
29 qtrssince 2019-Q1
Decreased
0

META PLATFORMS INC

394,067$225.5M2.7%$146.75+356.03%
29 qtrssince 2019-Q1
Decreased
0

INTUITIVE SURGICAL INC

449,557$207.2M2.5%$325.15+25.11%
29 qtrssince 2019-Q1
Decreased
0

QUANTA SVCS INC

373,698$205.2M2.5%$158.67+315.04%
21 qtrssince 2021-Q1
Increased
52

NATERA INC

755,275$151M1.8%$63.30+326.49%
27 qtrssince 2019-Q3
Decreased
0

ALPHABET INC

478,792$137.7M1.7%$96.60+269.77%
29 qtrssince 2019-Q1
Decreased
0

ECHOSTAR CORP

1.2M$137.4M1.6%$86.79+58.12%
9 qtrssince 2024-Q1
Increased
59

MICRON TECHNOLOGY INC

385,605$130.3M1.6%$102.77+852.91%
9 qtrssince 2024-Q1
Decreased
0
EMBJEMBJ
ADR

EMBRAER S.A.

2.1M$125.8M1.5%$28.82+129.07%
8 qtrssince 2024-Q2
Decreased
0

ALPHABET INC

419,748$120.4M1.4%$117.11+203.16%
29 qtrssince 2019-Q1
Increased
51

QXO INC

6M$116.3M1.4%

TKO GROUP HOLDINGS INC

564,911$113.9M1.4%$98.36+87.47%
9 qtrssince 2024-Q1
Decreased
0

NEW YORK TIMES CO MTN BE

1.4M$113.6M1.4%$34.57+116.83%
29 qtrssince 2019-Q1
Increased
47

SITIME CORP

326,068$112.6M1.4%$153.56+309.58%
26 qtrssince 2019-Q4
Decreased
0

TOAST INC

4.1M$107.9M1.3%$37.66-22.14%
19 qtrssince 2021-Q3
Decreased
0
Showing 20 of 252 results.232 more with Pro.PROUpgrade to see all →
$8.3B
AUM
252
Positions
Q1 2026
Filing
Rating · 4.0
Quarterly Portfolio Change
+11%Q4'24$9.3B-17%Q1'25$7.7B+23%Q2'25$9.4B+4%Q3'25$9.8B-3%Q4'25$9.5B-12%Q1'26$8.3B
Activity profile
$ moved · Q1'26
New9%Increased21%Decreased64%Exited6%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.4 years
<1Q9%1-4Q19%1-2Y11%2Y+62%

GILDER GAGNON HOWE & CO LLC manages $8.3B across 252 positions as of Q1 2026. Top holdings: NVDA (5.3%), NFLX (4.8%), NET (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.

Q1 2026 Summary

Active quarter - 35 new positions, 33 exits, 62 increased. Top move: SATS (INCREASED, conviction 59). Portfolio: $8.3B across 252 positions.

Top holdings by portfolio weight

Total AUM$8B
NVDA5.30%
NFLX4.84%
NET4.40%
AMZN4.38%
SHOP3.07%
TSLA2.76%
META2.70%
ISRG2.49%
PWR2.46%
NTRA1.81%
Other1.65%

Portfolio allocation by GICS sector

Sectors11
Technology27.81%
Communication Services20.30%
Consumer Cyclical15.07%
Industrials11.97%
Healthcare10.33%
Financial Services8.00%
Consumer Defensive2.52%
Basic Materials2.00%
Energy1.25%
Utilities0.51%
Other0.23%

Behavioral investing profile

7-dimension quality assessment
Strong(4.0 / 5.0)
Track Record71
Conviction40
Concentration51
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
7Q
LLLOEWS CORP
Q3 2024 Q1 2026+420 shares+$165,118
6Q
SATSSATSECHOSTAR CORP
Q4 2024 Q1 2026+1.1M shares+$136.3M
5Q
ARMARMArm Holdings PLC
Q1 2025 Q1 2026+80,414 shares+$21.3M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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