GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings250 positions
NVIDIA Corp | 2.6M | $481.1M | 5.1% | $10.76 | +1629.84% | 28 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 1.8M | $415.4M | 4.4% | $91.28 | +152.86% | 28 qtrssince 2019-Q1 | Decreased 0 |
Netflix Inc | 4.4M | $409.3M | 4.3% | $35.67 | +162.83% | 28 qtrssince 2019-Q1 | Increased 92 |
Shopify Inc | 2.2M | $350.7M | 3.7% | $65.20 | +146.89% | 28 qtrssince 2019-Q1 | Decreased 0 |
Cloudflare Inc | 1.8M | $345.9M | 3.7% | $27.15 | +635.35% | 26 qtrssince 2019-Q3 | Decreased 0 |
Tesla Inc | 726,497 | $326.7M | 3.4% | $21.19 | +2022.22% | 28 qtrssince 2019-Q1 | Decreased 0 |
Facebook Inc | 410,257 | $270.8M | 2.9% | $147.31 | +346.94% | 28 qtrssince 2019-Q1 | Decreased 0 |
Intuitive Surgical Inc | 473,545 | $268.2M | 2.8% | $229.71 | +146.55% | 28 qtrssince 2019-Q1 | Decreased 0 |
NATERA INC | 828,300 | $189.8M | 2.0% | $63.21 | +262.44% | 26 qtrssince 2019-Q3 | Decreased 0 |
Quanta Services Inc | 373,367 | $157.6M | 1.7% | $158.50 | +166.07% | 20 qtrssince 2021-Q1 | Decreased 0 |
Toast Inc | 4.4M | $155.9M | 1.6% | $37.66 | -3.63% | 18 qtrssince 2021-Q3 | Decreased 0 |
Alphabet Inc | 485,809 | $152.1M | 1.6% | $62.28 | +401.61% | 28 qtrssince 2019-Q1 | Decreased 0 |
EMBRAER S.A. | 2.3M | $149.6M | 1.6% | $28.76 | +123.03% | 7 qtrssince 2024-Q2 | Decreased 0 |
TKO GROUP HOLDINGS INC | 694,600 | $145.2M | 1.5% | $97.25 | +112.36% | 8 qtrssince 2024-Q1 | Decreased 0 |
Micron Technology Inc | 496,334 | $141.7M | 1.5% | $101.97 | +179.73% | 8 qtrssince 2024-Q1 | Decreased 0 |
ROBLOX Corp | 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% | $11.18 | +159.67% | 8 qtrssince 2024-Q1 | Increased 48 |
Alnylam Pharmaceuticals Inc | 319,305 | $127M | 1.3% | $96.16 | +313.54% | 28 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 389,782 | $122.3M | 1.3% | $76.76 | +308.03% | 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 Score: 3.5/5.0.
Active quarter - 36 new positions, 35 exits, 55 increased. Top move: NFLX (INCREASED, conviction 92). Portfolio: $9.5B across 250 positions.
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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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