GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings250 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 2.6M | $481.1M | 5.1% | $109.61 | +71.09% | 28 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.8M | $415.4M | 4.4% | $109.52 | +112.32% | 28 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 4.4M | $409.3M | 4.3% | $87.80 | +6.81% | 28 qtrssince 2019-Q1 | Increased 92 |
SHOPIFY INC - CLASS A | 2.2M | $350.7M | 3.7% | $67.79 | +141.54% | 28 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 1.8M | $345.9M | 3.7% | $27.15 | +635.35% | 26 qtrssince 2019-Q3 | Decreased 0 |
TESLA INC | 726,497 | $326.7M | 3.4% | $214.30 | +112.05% | 28 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 410,257 | $270.8M | 2.9% | $146.75 | +353.81% | 28 qtrssince 2019-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 473,545 | $268.2M | 2.8% | $325.15 | +76.11% | 28 qtrssince 2019-Q1 | Decreased 0 |
NATERA INC | 828,300 | $189.8M | 2.0% | $63.30 | +263.34% | 26 qtrssince 2019-Q3 | Decreased 0 |
QUANTA SERVICES INC | 373,367 | $157.6M | 1.7% | $158.31 | +170.79% | 20 qtrssince 2021-Q1 | Decreased 0 |
TOAST INC-CLASS A | 4.4M | $155.9M | 1.6% | $37.66 | -3.63% | 18 qtrssince 2021-Q3 | Decreased 0 |
ALPHABET INC-CL A | 485,809 | $152.1M | 1.6% | $96.60 | +224.91% | 28 qtrssince 2019-Q1 | Decreased 0 |
Embraer S.A. Sponsored ADR | 2.3M | $149.6M | 1.6% | $28.82 | +124.90% | 7 qtrssince 2024-Q2 | Decreased 0 |
TKO GROUP HOLDINGS INC | 694,600 | $145.2M | 1.5% | $98.36 | +117.74% | 8 qtrssince 2024-Q1 | Decreased 0 |
MICRON TECHNOLOGY INC | 496,334 | $141.7M | 1.5% | $102.77 | +184.75% | 8 qtrssince 2024-Q1 | Decreased 0 |
ROBLOX CORP -CLASS A | 1.7M | $137.9M | 1.5% | $47.58 | +71.96% | 20 qtrssince 2021-Q1 | Decreased 0 |
SITIME CORP | 371,294 | $131.1M | 1.4% | $153.56 | +136.89% | 25 qtrssince 2019-Q4 | Decreased 0 |
ARCUTIS BIOTHERAPEUTICS INC | 4.5M | $129.3M | 1.4% | $11.19 | +151.04% | 8 qtrssince 2024-Q1 | Increased 48 |
ALNYLAM PHARMACEUTICALS INC | 319,305 | $127M | 1.3% | $95.86 | +314.42% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 389,782 | $122.3M | 1.3% | $102.78 | +206.05% | 28 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $9.5B across 250 positions as of Q4 2025. Top holdings: NVDA (5.1%), AMZN (4.4%), NFLX (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 36 new positions, 35 exits, 55 increased. Top move: NFLX (INCREASED, conviction 92). Portfolio: $9.5B across 250 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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