Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
GILDER GAGNON HOWE & CO LLC manages $9.5B across 250 positions as of Q4 2025. Top holdings: NVDA (5.1%), AMZN (4.4%), NFLX (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 36 new positions, 35 exits, 55 increased. Top move: NFLX (INCREASED, conviction 92). Portfolio: $9.5B across 250 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
Upgrade to Pro to see the worst-performing positions.
View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile