GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings238 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NETFLIX INC | 470,980 | $630.7M | 6.7% | $35.68 | +270.85% | 26 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 2.8M | $436.6M | 4.6% | $109.61 | +43.90% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.9M | $409.3M | 4.3% | $109.52 | +103.89% | 26 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 2M | $383M | 4.1% | $27.15 | +614.83% | 24 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC-CLASS A | 440,837 | $325.4M | 3.5% | $146.75 | +399.18% | 26 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 2.4M | $275.8M | 2.9% | $67.79 | +67.65% | 26 qtrssince 2019-Q1 | Increased 75 |
INTUITIVE SURGICAL INC | 492,476 | $267.6M | 2.8% | $325.15 | +64.14% | 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% | $214.30 | +51.02% | 26 qtrssince 2019-Q1 | Decreased 0 |
SHAKE SHACK INC | 1.4M | $199.6M | 2.1% | $58.32 | +137.44% | 26 qtrssince 2019-Q1 | Decreased 0 |
TOAST INC-CLASS A | 4.4M | $193.8M | 2.1% | $37.68 | +16.47% | 16 qtrssince 2021-Q3 | Decreased 0 |
ROBLOX CORP -CLASS A | 1.7M | $182.6M | 1.9% | $47.58 | +121.94% | 18 qtrssince 2021-Q1 | Decreased 0 |
NATERA INC | 1M | $175.3M | 1.9% | $63.30 | +165.36% | 24 qtrssince 2019-Q3 | Decreased 0 |
QUANTA SERVICES INC | 400,260 | $151.3M | 1.6% | $158.31 | +140.65% | 18 qtrssince 2021-Q1 | Decreased 0 |
MERCADOLIBRE INC | 56,515 | $147.7M | 1.6% | $826.03 | +209.92% | 26 qtrssince 2019-Q1 | Decreased 0 |
Embraer S.A. Sponsored ADR | 2.6M | $146.8M | 1.6% | $28.82 | +90.69% | 5 qtrssince 2024-Q2 | Decreased 0 |
TKO GROUP HOLDINGS INC | 722,602 | $131.5M | 1.4% | $98.36 | +80.98% | 6 qtrssince 2024-Q1 | Decreased 0 |
APPFOLIO INC - A | 525,334 | $121M | 1.3% | $146.09 | +55.61% | 26 qtrssince 2019-Q1 | Decreased 0 |
BOSTON SCIENTIFIC CORP | 1.1M | $120.9M | 1.3% | $77.54 | +37.39% | 5 qtrssince 2024-Q2 | Decreased 0 |
QXO INC | 5.2M | $112.6M | 1.2% | — | — | — | — |
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 Rating: 4/5.0.
Active quarter - 33 new positions, 28 exits, 65 increased. Top move: SHOP (INCREASED, conviction 75). Portfolio: $9.4B across 238 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