GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings238 positions
Netflix Inc | 470,980 | $630.7M | 6.7% | $35.67 | +275.38% | 26 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 2.8M | $436.6M | 4.6% | $10.76 | +1365.24% | 26 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 1.9M | $409.3M | 4.3% | $91.28 | +140.34% | 26 qtrssince 2019-Q1 | Decreased 0 |
Cloudflare Inc | 2M | $383M | 4.1% | $27.15 | +614.83% | 24 qtrssince 2019-Q3 | Decreased 0 |
Facebook Inc | 440,837 | $325.4M | 3.5% | $147.31 | +399.01% | 26 qtrssince 2019-Q1 | Decreased 0 |
Shopify Inc | 2.4M | $275.8M | 2.9% | $65.20 | +76.92% | 26 qtrssince 2019-Q1 | Increased 75 |
Intuitive Surgical Inc | 492,476 | $267.6M | 2.8% | $229.71 | +136.56% | 26 qtrssince 2019-Q1 | Increased 53 |
Duolingo Inc | 592,717 | $243M | 2.6% | $161.51 | +154.63% | 16 qtrssince 2021-Q3 | Decreased 0 |
Tesla Inc | 760,459 | $241.6M | 2.6% | $21.19 | +1399.03% | 26 qtrssince 2019-Q1 | Decreased 0 |
Shake Shack Inc | 1.4M | $199.6M | 2.1% | $58.76 | +139.29% | 26 qtrssince 2019-Q1 | Decreased 0 |
Toast Inc | 4.4M | $193.8M | 2.1% | $37.68 | +16.47% | 16 qtrssince 2021-Q3 | Decreased 0 |
ROBLOX Corp | 1.7M | $182.6M | 1.9% | $47.58 | +121.94% | 18 qtrssince 2021-Q1 | Decreased 0 |
NATERA INC | 1M | $175.3M | 1.9% | $63.21 | +167.27% | 24 qtrssince 2019-Q3 | Decreased 0 |
Quanta Services Inc | 400,260 | $151.3M | 1.6% | $158.50 | +138.23% | 18 qtrssince 2021-Q1 | Decreased 0 |
MercadoLibre Inc | 56,515 | $147.7M | 1.6% | $822.59 | +217.73% | 26 qtrssince 2019-Q1 | Decreased 0 |
EMBRAER S.A. | 2.6M | $146.8M | 1.6% | $28.76 | +97.18% | 5 qtrssince 2024-Q2 | Decreased 0 |
TKO GROUP HOLDINGS INC | 722,602 | $131.5M | 1.4% | $97.25 | +83.49% | 6 qtrssince 2024-Q1 | Decreased 0 |
APPFOLIO INC | 525,334 | $121M | 1.3% | $146.09 | +55.61% | 26 qtrssince 2019-Q1 | Decreased 0 |
Boston Scientific Corp | 1.1M | $120.9M | 1.3% | $77.57 | +38.46% | 5 qtrssince 2024-Q2 | Decreased 0 |
QXO INC | 5.2M | $112.6M | 1.2% | $20.73 | 0.00% | 1 qtr | New 69 |
GILDER GAGNON HOWE & CO LLC manages $9.4B across 238 positions as of Q2 2025. Top holdings: NFLX (6.7%), NVDA (4.6%), AMZN (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 34 new positions, 29 exits, 65 increased. Top move: SHOP (INCREASED, conviction 75). Portfolio: $9.4B across 238 positions.
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Position Outcomes
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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
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