GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings233 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NETFLIX INC | 473,412 | $441.5M | 5.8% | $35.68 | +161.76% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.9M | $361.7M | 4.7% | $109.52 | +75.97% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 2.8M | $303.5M | 4.0% | $109.61 | +0.03% | 25 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 450,323 | $259.5M | 3.4% | $146.75 | +292.13% | 25 qtrssince 2019-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 489,786 | $242.6M | 3.2% | $324.00 | +51.80% | 25 qtrssince 2019-Q1 | Increased 58 |
CLOUDFLARE INC - CLASS A | 2M | $223.3M | 2.9% | $27.15 | +323.34% | 23 qtrssince 2019-Q3 | Decreased 0 |
TESLA INC | 808,294 | $209.5M | 2.7% | $214.30 | +22.98% | 25 qtrssince 2019-Q1 | Decreased 0 |
DUOLINGO INC | 610,616 | $189.6M | 2.5% | $161.51 | +95.03% | 15 qtrssince 2021-Q3 | Decreased 0 |
NATERA INC | 1.2M | $164.9M | 2.2% | $63.30 | +127.41% | 23 qtrssince 2019-Q3 | Decreased 0 |
TOAST INC-CLASS A | 4.5M | $150.8M | 2.0% | $37.68 | -10.89% | 15 qtrssince 2021-Q3 | Increased 54 |
SHOPIFY INC - CLASS A | 1.5M | $145.3M | 1.9% | $41.59 | +132.46% | 25 qtrssince 2019-Q1 | Increased 48 |
SHAKE SHACK INC | 1.5M | $127.9M | 1.7% | $58.32 | +51.20% | 25 qtrssince 2019-Q1 | Decreased 0 |
Embraer S.A. Sponsored ADR | 2.6M | $121.5M | 1.6% | $28.82 | +60.18% | 4 qtrssince 2024-Q2 | Increased 51 |
APPFOLIO INC - A | 532,600 | $117.1M | 1.5% | $146.09 | +51.48% | 25 qtrssince 2019-Q1 | Decreased 0 |
FRESHPET INC | 1.4M | $116.9M | 1.5% | $47.79 | +76.57% | 25 qtrssince 2019-Q1 | Decreased 0 |
BOSTON SCIENTIFIC CORP | 1.1M | $115.4M | 1.5% | $77.54 | +28.15% | 4 qtrssince 2024-Q2 | Decreased 0 |
MERCADOLIBRE INC | 58,791 | $114.7M | 1.5% | $826.03 | +147.94% | 25 qtrssince 2019-Q1 | Decreased 0 |
TKO GROUP HOLDINGS INC | 729,037 | $111.4M | 1.5% | $98.36 | +50.71% | 5 qtrssince 2024-Q1 | Increased 51 |
HUBSPOT INC | 194,173 | $110.9M | 1.4% | $166.21 | +250.23% | 25 qtrssince 2019-Q1 | Decreased 0 |
QUANTA SERVICES INC | 416,578 | $105.9M | 1.4% | $158.31 | +60.44% | 17 qtrssince 2021-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $7.7B across 233 positions as of Q1 2025. Top holdings: NFLX (5.8%), AMZN (4.7%), NVDA (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 20 new positions, 41 exits, 55 increased. Top move: ISRG (INCREASED, conviction 58). Portfolio: $7.7B across 233 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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