GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings252 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 2.5M | $441.7M | 5.3% | $109.61 | +105.41% | 29 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 4.2M | $403M | 4.8% | $87.80 | -10.98% | 29 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 1.8M | $366.9M | 4.4% | $29.17 | +982.57% | 27 qtrssince 2019-Q3 | Increased 58 |
AMAZON.COM INC | 1.8M | $364.9M | 4.4% | $109.52 | +139.82% | 29 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 2.2M | $255.6M | 3.1% | $67.79 | +127.64% | 29 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 619,700 | $230.4M | 2.8% | $214.30 | +59.72% | 29 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 394,067 | $225.5M | 2.7% | $146.75 | +301.95% | 29 qtrssince 2019-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 449,557 | $207.2M | 2.5% | $325.15 | +21.33% | 29 qtrssince 2019-Q1 | Decreased 0 |
QUANTA SERVICES INC | 373,698 | $205.2M | 2.5% | $158.67 | +332.20% | 21 qtrssince 2021-Q1 | Increased 52 |
NATERA INC | 755,275 | $151M | 1.8% | $63.30 | +389.66% | 27 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC-CL A | 478,792 | $137.7M | 1.7% | $96.60 | +258.09% | 29 qtrssince 2019-Q1 | Decreased 0 |
ECHOSTAR CORP-A | 1.2M | $137.4M | 1.6% | $86.79 | +6.04% | 9 qtrssince 2024-Q1 | Increased 59 |
MICRON TECHNOLOGY INC | 385,605 | $130.3M | 1.6% | $102.77 | +845.48% | 9 qtrssince 2024-Q1 | Decreased 0 |
Embraer S.A. Sponsored ADR | 2.1M | $125.8M | 1.5% | $28.82 | +161.58% | 8 qtrssince 2024-Q2 | Decreased 0 |
ALPHABET INC-CL C | 419,748 | $120.4M | 1.4% | $117.11 | +193.35% | 29 qtrssince 2019-Q1 | Increased 51 |
QXO INC | 6M | $116.3M | 1.4% | — | — | — | — |
TKO GROUP HOLDINGS INC | 564,911 | $113.9M | 1.4% | $98.36 | +104.63% | 9 qtrssince 2024-Q1 | Decreased 0 |
NEW YORK TIMES CO-A | 1.4M | $113.6M | 1.4% | $34.57 | +87.41% | 29 qtrssince 2019-Q1 | Increased 47 |
SITIME CORP | 326,068 | $112.6M | 1.4% | $153.56 | +363.61% | 26 qtrssince 2019-Q4 | Decreased 0 |
TOAST INC-CLASS A | 4.1M | $107.9M | 1.3% | $37.66 | -7.72% | 19 qtrssince 2021-Q3 | Decreased 0 |
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: 3.5/5.0.
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
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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