GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings249 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NETFLIX INC | 448,994 | $538.3M | 5.5% | $35.68 | +238.14% | 27 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 2.7M | $504.4M | 5.1% | $109.61 | +65.89% | 27 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.8M | $398.3M | 4.1% | $109.52 | +102.86% | 27 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 1.8M | $394.1M | 4.0% | $27.15 | +705.19% | 25 qtrssince 2019-Q3 | Decreased 0 |
SHOPIFY INC - CLASS A | 2.3M | $344M | 3.5% | $67.79 | +119.79% | 27 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 752,539 | $334.7M | 3.4% | $214.30 | +106.82% | 27 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 421,023 | $309.2M | 3.2% | $146.75 | +406.17% | 27 qtrssince 2019-Q1 | Decreased 0 |
ROBLOX CORP -CLASS A | 1.7M | $236.8M | 2.4% | $47.58 | +197.55% | 19 qtrssince 2021-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 480,817 | $215M | 2.2% | $325.15 | +35.08% | 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-CLASS A | 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% | $158.31 | +158.29% | 19 qtrssince 2021-Q1 | Decreased 0 |
NATERA INC | 958,997 | $154.4M | 1.6% | $63.30 | +157.66% | 25 qtrssince 2019-Q3 | Decreased 0 |
ALNYLAM PHARMACEUTICALS INC | 329,321 | $150.2M | 1.5% | $95.86 | +366.83% | 27 qtrssince 2019-Q1 | Decreased 0 |
TKO GROUP HOLDINGS INC | 712,818 | $144M | 1.5% | $98.36 | +107.97% | 7 qtrssince 2024-Q1 | Decreased 0 |
Embraer S.A. Sponsored ADR | 2.4M | $143.6M | 1.5% | $28.82 | +106.48% | 6 qtrssince 2024-Q2 | Decreased 0 |
APPFOLIO INC - A | 517,750 | $142.7M | 1.5% | $146.09 | +93.42% | 27 qtrssince 2019-Q1 | Decreased 0 |
MERCADOLIBRE INC | 55,282 | $129.2M | 1.3% | $826.03 | +202.81% | 27 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 842,028 | $122.7M | 1.3% | $88.30 | +62.36% | 27 qtrssince 2019-Q1 | Decreased 0 |
SHAKE SHACK INC | 1.3M | $122.3M | 1.2% | $58.32 | +62.22% | 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 Rating: 4/5.0.
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
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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