GGGILDER GAGNON HOWE & CO LLC

Institutional investor · Portfolio as of Q1 2026

Top Holdings252 positions

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Activity:

NVIDIA Corp

2.5M$441.7M5.3%$10.76+1517.70%
29 qtrssince 2019-Q1
Decreased
0

Netflix Inc

4.2M$403M4.8%$35.67+169.53%
29 qtrssince 2019-Q1
Decreased
0

Cloudflare Inc

1.8M$366.9M4.4%$29.17+513.34%
27 qtrssince 2019-Q3
Increased
58

Amazon.com Inc

1.8M$364.9M4.4%$91.28+128.16%
29 qtrssince 2019-Q1
Decreased
0

Shopify Inc

2.2M$255.6M3.1%$65.20+81.94%
29 qtrssince 2019-Q1
Decreased
0

Tesla Inc

619,700$230.4M2.8%$21.19+1654.28%
29 qtrssince 2019-Q1
Decreased
0

Facebook Inc

394,067$225.5M2.7%$147.31+287.72%
29 qtrssince 2019-Q1
Decreased
0

Intuitive Surgical Inc

449,557$207.2M2.5%$229.71+100.68%
29 qtrssince 2019-Q1
Decreased
0

Quanta Services Inc

373,698$205.2M2.5%$158.85+245.45%
21 qtrssince 2021-Q1
Increased
52

NATERA INC

755,275$151M1.8%$63.21+216.40%
27 qtrssince 2019-Q3
Decreased
0

Alphabet Inc

478,792$137.7M1.7%$62.28+361.17%
29 qtrssince 2019-Q1
Decreased
0

ECHOSTAR CORPORATION-A

1.2M$137.4M1.6%$87.79+33.35%
9 qtrssince 2024-Q1
Increased
59

Micron Technology Inc

385,605$130.3M1.6%$101.97+231.26%
9 qtrssince 2024-Q1
Decreased
0
EMBJEMBJ
ADR

EMBRAER S.A.

2.1M$125.8M1.5%$28.76+105.60%
8 qtrssince 2024-Q2
Decreased
0

Alphabet Inc

419,748$120.4M1.4%$91.73+212.33%
29 qtrssince 2019-Q1
Increased
51

QXO INC

6M$116.3M1.4%$20.57+6.70%
4 qtrssince 2025-Q2
Decreased
0

TKO GROUP HOLDINGS INC

564,911$113.9M1.4%$97.25+105.71%
9 qtrssince 2024-Q1
Decreased
0

New York Times Co/The

1.4M$113.6M1.4%$34.19+142.59%
29 qtrssince 2019-Q1
Increased
47

SiTime Corp

326,068$112.6M1.4%$153.56+164.66%
26 qtrssince 2019-Q4
Decreased
0

Toast Inc

4.1M$107.9M1.3%$37.66-22.70%
19 qtrssince 2021-Q3
Decreased
0
$8.3B
AUM
252
Positions
Q1 2026
Filing
HI score · 3.5/5
Quarterly 13F Value 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+61%

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 Score: 3.5/5.0.

Q1 2026 Summary

Active quarter - 35 new positions, 33 exits, 62 increased. Top move: ECHO (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, SEC 13F-derived research score
Strong(3.5 / 5.0)
Holdings P&L63
Conviction40
Concentration46
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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.

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Accumulation Streaks

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

Verify source filings on SEC EDGAR

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