GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings249 positions
Netflix Inc | 448,994 | $538.3M | 5.5% | $35.67 | +236.08% | 27 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 2.7M | $504.4M | 5.1% | $10.76 | +1630.49% | 27 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 1.8M | $398.3M | 4.1% | $91.28 | +140.54% | 27 qtrssince 2019-Q1 | Decreased 0 |
Cloudflare Inc | 1.8M | $394.1M | 4.0% | $27.15 | +705.19% | 25 qtrssince 2019-Q3 | Decreased 0 |
Shopify Inc | 2.3M | $344M | 3.5% | $65.20 | +127.93% | 27 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 752,539 | $334.7M | 3.4% | $21.19 | +1998.62% | 27 qtrssince 2019-Q1 | Decreased 0 |
Facebook Inc | 421,023 | $309.2M | 3.2% | $147.31 | +396.84% | 27 qtrssince 2019-Q1 | Decreased 0 |
ROBLOX Corp | 1.7M | $236.8M | 2.4% | $47.58 | +197.55% | 19 qtrssince 2021-Q1 | Decreased 0 |
Intuitive Surgical Inc | 480,817 | $215M | 2.2% | $229.71 | +94.69% | 27 qtrssince 2019-Q1 | Decreased 0 |
Duolingo Inc | 572,528 | $184.3M | 1.9% | $161.51 | +103.56% | 17 qtrssince 2021-Q3 | Decreased 0 |
Toast Inc | 4.6M | $167.4M | 1.7% | $37.66 | -1.40% | 17 qtrssince 2021-Q3 | Increased 50 |
Quanta Services Inc | 395,269 | $163.8M | 1.7% | $158.50 | +161.19% | 19 qtrssince 2021-Q1 | Decreased 0 |
NATERA INC | 958,997 | $154.4M | 1.6% | $63.21 | +154.67% | 25 qtrssince 2019-Q3 | Decreased 0 |
Alnylam Pharmaceuticals Inc | 329,321 | $150.2M | 1.5% | $96.16 | +374.22% | 27 qtrssince 2019-Q1 | Decreased 0 |
TKO GROUP HOLDINGS INC | 712,818 | $144M | 1.5% | $97.25 | +104.43% | 7 qtrssince 2024-Q1 | Decreased 0 |
EMBRAER S.A. | 2.4M | $143.6M | 1.5% | $28.76 | +109.45% | 6 qtrssince 2024-Q2 | Decreased 0 |
APPFOLIO INC | 517,750 | $142.7M | 1.5% | $146.09 | +93.42% | 27 qtrssince 2019-Q1 | Decreased 0 |
MercadoLibre Inc | 55,282 | $129.2M | 1.3% | $822.59 | +184.10% | 27 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 842,028 | $122.7M | 1.3% | $110.53 | +31.83% | 4 qtrssince 2024-Q4 | Decreased 0 |
Shake Shack Inc | 1.3M | $122.3M | 1.2% | $58.76 | +59.32% | 27 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $9.8B across 249 positions as of Q3 2025. Top holdings: NFLX (5.5%), NVDA (5.1%), AMZN (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 31 new positions, 20 exits, 71 increased. Top move: TOST (INCREASED, conviction 50). Portfolio: $9.8B across 249 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR