Gilder Gagnon Howe & Co as of June 30, 2025
Portfolio Holdings for Gilder Gagnon Howe & Co
Gilder Gagnon Howe & Co holds 238 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 6.7 | $631M | 471k | 1339.13 | |
| NVIDIA Corporation (NVDA) | 4.6 | $437M | 2.8M | 157.99 | |
| Amazon (AMZN) | 4.3 | $409M | 1.9M | 219.39 | |
| Cloudflare Cl A Com (NET) | 4.1 | $383M | 2.0M | 195.83 | |
| Meta Platforms Cl A (META) | 3.5 | $325M | 441k | 738.09 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.9 | $276M | 2.4M | 115.35 | |
| Intuitive Surgical Com New (ISRG) | 2.8 | $268M | 493k | 543.41 | |
| Duolingo Cl A Com (DUOL) | 2.6 | $243M | 593k | 410.02 | |
| Tesla Motors (TSLA) | 2.6 | $242M | 761k | 317.66 | |
| Shake Shack Cl A (SHAK) | 2.1 | $200M | 1.4M | 140.60 | |
| Toast Cl A (TOST) | 2.1 | $194M | 4.4M | 44.29 | |
| Roblox Corp Cl A (RBLX) | 1.9 | $183M | 1.7M | 105.20 | |
| Natera (NTRA) | 1.9 | $175M | 1.0M | 168.94 | |
| Quanta Services (PWR) | 1.6 | $151M | 400k | 378.08 | |
| MercadoLibre (MELI) | 1.6 | $148M | 57k | 2613.64 | |
| Embraer Sponsored Ads (ERJ) | 1.6 | $147M | 2.6M | 56.91 | |
| Tko Group Holdings Cl A (TKO) | 1.4 | $132M | 723k | 181.95 | |
| Appfolio Com Cl A (APPF) | 1.3 | $121M | 525k | 230.28 | |
| Boston Scientific Corporation (BSX) | 1.3 | $121M | 1.1M | 107.41 | |
| Qxo Com New (QXO) | 1.2 | $113M | 5.2M | 21.54 | |
| Spotify Technology S A SHS (SPOT) | 1.2 | $111M | 145k | 767.34 | |
| Alnylam Pharmaceuticals (ALNY) | 1.2 | $110M | 337k | 326.09 | |
| Oscar Health Cl A (OSCR) | 1.1 | $105M | 4.9M | 21.44 | |
| Lpl Financial Holdings (LPLA) | 1.1 | $101M | 271k | 374.97 | |
| Hubspot (HUBS) | 1.0 | $98M | 176k | 556.63 | |
| Affirm Hldgs Com Cl A (AFRM) | 1.0 | $92M | 1.3M | 69.14 | |
| New York Times Cl A (NYT) | 1.0 | $90M | 1.6M | 55.98 | |
| Arista Networks Com Shs (ANET) | 1.0 | $90M | 883k | 102.31 | |
| Freshpet (FRPT) | 1.0 | $90M | 1.3M | 67.96 | |
| Sharkninja Com Shs (SN) | 0.9 | $89M | 901k | 98.99 | |
| Sprouts Fmrs Mkt (SFM) | 0.9 | $89M | 541k | 164.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $89M | 503k | 176.23 | |
| Microsoft Corporation (MSFT) | 0.9 | $88M | 177k | 497.41 | |
| Sitime Corp (SITM) | 0.9 | $84M | 394k | 213.08 | |
| Gap (GAP) | 0.9 | $82M | 3.8M | 21.81 | |
| Pool Corporation (POOL) | 0.9 | $82M | 281k | 291.48 | |
| Palantir Technologies Cl A (PLTR) | 0.8 | $79M | 580k | 136.32 | |
| Bbb Foods Cl A Com (TBBB) | 0.8 | $79M | 2.8M | 27.76 | |
| Roku Com Cl A (ROKU) | 0.8 | $77M | 870k | 87.89 | |
| Procore Technologies (PCOR) | 0.8 | $75M | 1.1M | 68.42 | |
| Glaukos (GKOS) | 0.8 | $72M | 701k | 103.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $72M | 407k | 177.39 | |
| Biontech Se Sponsored Ads (BNTX) | 0.8 | $71M | 668k | 106.47 | |
| Boot Barn Hldgs (BOOT) | 0.7 | $69M | 456k | 152.00 | |
| Siriuspoint (SPNT) | 0.7 | $69M | 3.4M | 20.39 | |
| Servicetitan Shs Cl A (TTAN) | 0.7 | $66M | 617k | 107.18 | |
| Micron Technology (MU) | 0.7 | $64M | 517k | 123.25 | |
| Airbnb Com Cl A (ABNB) | 0.6 | $60M | 454k | 132.34 | |
| Knife River Corp Common Stock (KNF) | 0.6 | $58M | 715k | 81.64 | |
| Arcutis Biotherapeutics (ARQT) | 0.6 | $58M | 4.2M | 14.02 | |
| Franco-Nevada Corporation (FNV) | 0.6 | $57M | 350k | 163.92 | |
| Arm Holdings Sponsored Ads (ARM) | 0.6 | $56M | 347k | 161.74 | |
| CBOE Holdings (CBOE) | 0.6 | $53M | 227k | 233.21 | |
| Elbit Sys Ord (ESLT) | 0.5 | $50M | 112k | 449.50 | |
| Rivian Automotive Com Cl A (RIVN) | 0.5 | $50M | 3.6M | 13.74 | |
| Nebius Group Shs Class A (NBIS) | 0.5 | $49M | 892k | 55.33 | |
| Calix (CALX) | 0.5 | $49M | 914k | 53.19 | |
| Talen Energy Corp (TLN) | 0.5 | $48M | 163k | 290.77 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $45M | 88k | 509.31 | |
| Martin Marietta Materials (MLM) | 0.5 | $44M | 80k | 548.96 | |
| Floor & Decor Hldgs Cl A (FND) | 0.5 | $43M | 569k | 75.96 | |
| Loar Holdings Com Shs (LOAR) | 0.4 | $41M | 474k | 86.17 | |
| Ferrari Nv Ord (RACE) | 0.4 | $39M | 79k | 490.74 | |
| Circle Internet Group Com Cl A (CRCL) | 0.4 | $37M | 206k | 181.29 | |
| Warby Parker Cl A Com (WRBY) | 0.4 | $37M | 1.7M | 21.93 | |
| Block Cl A (XYZ) | 0.4 | $37M | 541k | 67.93 | |
| Icici Bank Adr (IBN) | 0.4 | $36M | 1.1M | 33.64 | |
| First Watch Restaurant Groupco (FWRG) | 0.4 | $35M | 2.2M | 16.04 | |
| Verona Pharma Sponsored Ads (VRNA) | 0.4 | $35M | 365k | 94.58 | |
| Ge Aerospace Com New (GE) | 0.3 | $32M | 123k | 257.39 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $31M | 326k | 93.63 | |
| Chart Industries (GTLS) | 0.3 | $30M | 183k | 164.65 | |
| Intl Gnrl Insurance Hldngs L SHS (IGIC) | 0.3 | $30M | 1.2M | 24.02 | |
| Dick's Sporting Goods (DKS) | 0.3 | $30M | 151k | 197.81 | |
| Siteone Landscape Supply (SITE) | 0.3 | $29M | 243k | 120.94 | |
| Xometry Class A Com (XMTR) | 0.3 | $29M | 860k | 33.79 | |
| Porch Group (PRCH) | 0.3 | $29M | 2.5M | 11.79 | |
| Twilio Cl A (TWLO) | 0.3 | $29M | 232k | 124.36 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.3 | $27M | 357k | 76.67 | |
| Option Care Health Com New (OPCH) | 0.3 | $27M | 829k | 32.48 | |
| Tempus Ai Cl A (TEM) | 0.3 | $26M | 413k | 63.54 | |
| Texas Roadhouse (TXRH) | 0.3 | $26M | 138k | 187.41 | |
| Vita Coco Co Inc/the (COCO) | 0.2 | $23M | 641k | 36.10 | |
| Mongodb Cl A (MDB) | 0.2 | $23M | 107k | 209.99 | |
| Chubb (CB) | 0.2 | $22M | 75k | 289.72 | |
| Ftai Aviation SHS (FTAI) | 0.2 | $20M | 175k | 115.04 | |
| Bridgebio Pharma (BBIO) | 0.2 | $20M | 465k | 43.18 | |
| Snowflake Cl A (SNOW) | 0.2 | $20M | 90k | 223.77 | |
| CoStar (CSGP) | 0.2 | $20M | 245k | 80.40 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $20M | 35k | 561.94 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $20M | 13k | 1520.62 | |
| W.R. Berkley Corporation (WRB) | 0.2 | $18M | 243k | 73.47 | |
| Sweetgreen Com Cl A (SG) | 0.2 | $18M | 1.2M | 14.88 | |
| Rubrik Cl A (RBRK) | 0.2 | $17M | 194k | 89.59 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.2 | $17M | 743k | 22.48 | |
| Universal Technical Institute (UTI) | 0.2 | $16M | 477k | 33.89 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $14M | 64k | 226.49 | |
| Kymera Therapeutics (KYMR) | 0.2 | $14M | 329k | 43.64 | |
| Live Nation Entertainment (LYV) | 0.1 | $13M | 85k | 151.28 | |
| American Tower Reit (AMT) | 0.1 | $13M | 58k | 221.02 | |
| Inspire Med Sys (INSP) | 0.1 | $12M | 92k | 129.77 | |
| Woodward Governor Company (WWD) | 0.1 | $12M | 48k | 245.09 | |
| Onewater Marine Cl A Com (ONEW) | 0.1 | $12M | 862k | 13.39 | |
| Servicenow (NOW) | 0.1 | $12M | 11k | 1028.08 | |
| Mag Silver Corp | 0.1 | $11M | 541k | 21.13 | |
| On Hldg Namen Akt A (ONON) | 0.1 | $11M | 220k | 52.05 | |
| Doordash Cl A (DASH) | 0.1 | $11M | 46k | 246.51 | |
| Brightview Holdings (BV) | 0.1 | $11M | 664k | 16.65 | |
| Zillow Group Cl C Cap Stk (Z) | 0.1 | $11M | 158k | 70.05 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $11M | 233k | 46.45 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.1 | $11M | 51k | 208.95 | |
| Kornit Digital SHS (KRNT) | 0.1 | $10M | 503k | 19.91 | |
| Lgi Homes (LGIH) | 0.1 | $10M | 194k | 51.52 | |
| Hinge Health Cl A (HNGE) | 0.1 | $9.6M | 186k | 51.75 | |
| Madrigal Pharmaceuticals (MDGL) | 0.1 | $9.5M | 32k | 302.64 | |
| Alamos Gold Com Cl A (AGI) | 0.1 | $8.7M | 328k | 26.56 | |
| TWFG Com Cl A (TWFG) | 0.1 | $8.4M | 240k | 35.00 | |
| Suncor Energy (SU) | 0.1 | $8.1M | 216k | 37.45 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.1 | $8.1M | 77k | 104.50 | |
| Costco Wholesale Corporation (COST) | 0.1 | $7.8M | 7.9k | 989.94 | |
| Ge Vernova (GEV) | 0.1 | $7.8M | 15k | 529.15 | |
| Apple (AAPL) | 0.1 | $7.8M | 38k | 205.17 | |
| Heico Corp Cl A (HEI.A) | 0.1 | $7.6M | 29k | 258.75 | |
| Sherwin-Williams Company (SHW) | 0.1 | $7.5M | 22k | 343.36 | |
| Solaris Energy Infras Com Cl A (SEI) | 0.1 | $7.5M | 266k | 28.29 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $7.5M | 151k | 49.85 | |
| Penske Automotive (PAG) | 0.1 | $7.2M | 42k | 171.81 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.1 | $7.0M | 1.1M | 6.24 | |
| Vulcan Materials Company (VMC) | 0.1 | $6.8M | 26k | 260.82 | |
| Murphy Usa (MUSA) | 0.1 | $6.3M | 16k | 406.80 | |
| Cytokinetics Com New (CYTK) | 0.1 | $6.3M | 191k | 33.04 | |
| Skyward Specialty Insurance Gr (SKWD) | 0.1 | $6.3M | 109k | 57.79 | |
| Roivant Sciences SHS (ROIV) | 0.1 | $6.2M | 548k | 11.27 | |
| Coinbase Global Com Cl A (COIN) | 0.1 | $6.1M | 17k | 350.49 | |
| Constellation Energy (CEG) | 0.1 | $6.0M | 19k | 322.76 | |
| Trisalus Life Sciences (TLSI) | 0.1 | $6.0M | 1.1M | 5.45 | |
| Eli Lilly & Co. (LLY) | 0.1 | $5.7M | 7.3k | 779.53 | |
| Golar Lng SHS (GLNG) | 0.1 | $5.5M | 134k | 41.19 | |
| Camping World Hldgs Cl A (CWH) | 0.1 | $5.5M | 320k | 17.19 | |
| Wal-Mart Stores (WMT) | 0.1 | $5.5M | 56k | 97.78 | |
| Chime Finl Com Shs Cl A (CHYM) | 0.1 | $5.5M | 159k | 34.51 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $5.1M | 18k | 289.91 | |
| Elf Beauty (ELF) | 0.1 | $4.9M | 40k | 124.44 | |
| Wheaton Precious Metals Corp (WPM) | 0.1 | $4.8M | 53k | 89.80 | |
| Cava Group Ord (CAVA) | 0.1 | $4.7M | 56k | 84.23 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.1 | $4.7M | 172k | 27.40 | |
| HEICO Corporation (HEI) | 0.0 | $4.7M | 14k | 328.00 | |
| Tapestry (TPR) | 0.0 | $4.6M | 52k | 87.81 | |
| Enovix Corp (ENVX) | 0.0 | $4.5M | 439k | 10.34 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $4.5M | 123k | 36.36 | |
| Smith Douglas Homes Corp Com Shs Cl A (SDHC) | 0.0 | $4.5M | 230k | 19.42 | |
| Core & Main Cl A (CNM) | 0.0 | $4.4M | 74k | 60.35 | |
| D.R. Horton (DHI) | 0.0 | $4.3M | 34k | 128.92 | |
| Marqeta Class A Com (MQ) | 0.0 | $3.9M | 665k | 5.83 | |
| Beta Bionics (BBNX) | 0.0 | $3.6M | 244k | 14.56 | |
| Shift4 Pmts Cl A (FOUR) | 0.0 | $3.4M | 34k | 99.11 | |
| Echostar Corp Cl A (SATS) | 0.0 | $3.3M | 119k | 27.70 | |
| Lennar Corp Cl A (LEN) | 0.0 | $3.2M | 29k | 110.61 | |
| Custom Truck One Source Com Cl A (CTOS) | 0.0 | $3.2M | 640k | 4.94 | |
| Tarsus Pharmaceuticals (TARS) | 0.0 | $3.1M | 77k | 40.51 | |
| Ciena Corp Com New (CIEN) | 0.0 | $3.1M | 38k | 81.33 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $3.0M | 7.8k | 386.88 | |
| Nextnav Common Stock (NN) | 0.0 | $3.0M | 198k | 15.20 | |
| Emcor (EME) | 0.0 | $3.0M | 5.6k | 534.89 | |
| Venture Global Com Cl A (VG) | 0.0 | $2.8M | 183k | 15.58 | |
| Gilead Sciences (GILD) | 0.0 | $2.8M | 25k | 110.87 | |
| Impinj (PI) | 0.0 | $2.8M | 25k | 111.07 | |
| Wingstop (WING) | 0.0 | $2.7M | 8.1k | 336.74 | |
| Ftai Infrastructure Common Stock (FIP) | 0.0 | $2.7M | 440k | 6.17 | |
| Tg Therapeutics (TGTX) | 0.0 | $2.6M | 71k | 35.99 | |
| National Vision Hldgs (EYE) | 0.0 | $2.5M | 108k | 23.01 | |
| Core Natural Resources Com Shs (CNR) | 0.0 | $2.3M | 33k | 69.74 | |
| RadNet (RDNT) | 0.0 | $2.3M | 40k | 56.91 | |
| Grindr (GRND) | 0.0 | $2.2M | 98k | 22.70 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $2.1M | 4.4k | 485.77 | |
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $2.1M | 3.8k | 551.22 | |
| O'reilly Automotive (ORLY) | 0.0 | $2.1M | 23k | 90.13 | |
| Axon Enterprise (AXON) | 0.0 | $2.1M | 2.5k | 827.94 | |
| Mamamancini's Holdings (MAMA) | 0.0 | $2.0M | 247k | 8.30 | |
| Alignment Healthcare (ALHC) | 0.0 | $2.0M | 146k | 14.00 | |
| Howmet Aerospace (HWM) | 0.0 | $1.9M | 10k | 186.13 | |
| Applied Optoelectronics (AAOI) | 0.0 | $1.8M | 71k | 25.69 | |
| Alvotech Ordinary Shares (ALVO) | 0.0 | $1.8M | 195k | 9.12 | |
| Datadog Cl A Com (DDOG) | 0.0 | $1.7M | 13k | 134.33 | |
| Philip Morris International (PM) | 0.0 | $1.6M | 8.8k | 182.13 | |
| salesforce (CRM) | 0.0 | $1.6M | 5.8k | 272.69 | |
| Bill Com Holdings Ord (BILL) | 0.0 | $1.5M | 32k | 46.26 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $1.5M | 37k | 39.65 | |
| Stoke Therapeutics (STOK) | 0.0 | $1.5M | 130k | 11.35 | |
| Ezcorp Cl A Non Vtg (EZPW) | 0.0 | $1.5M | 106k | 13.88 | |
| Chesapeake Energy Corp (EXE) | 0.0 | $1.4M | 12k | 116.94 | |
| Spire Global Com Cl A New (SPIR) | 0.0 | $1.4M | 116k | 11.90 | |
| Asana Cl A (ASAN) | 0.0 | $1.3M | 95k | 13.50 | |
| Acm Resh Com Cl A (ACMR) | 0.0 | $1.3M | 50k | 25.90 | |
| Red Cat Hldgs (RCAT) | 0.0 | $1.2M | 161k | 7.28 | |
| Bwx Technologies (BWXT) | 0.0 | $1.2M | 8.1k | 144.06 | |
| Evolus (EOLS) | 0.0 | $1.1M | 121k | 9.21 | |
| Rxsight (RXST) | 0.0 | $1.1M | 84k | 13.00 | |
| Purecycle Technologies (PCT) | 0.0 | $1.1M | 79k | 13.70 | |
| Omada Health (OMDA) | 0.0 | $1.1M | 58k | 18.30 | |
| Janux Therapeutics (JANX) | 0.0 | $1.0M | 45k | 23.10 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $1.0M | 73k | 13.72 | |
| Transmedics Group (TMDX) | 0.0 | $908k | 6.8k | 134.01 | |
| Apa Corporation (APA) | 0.0 | $888k | 49k | 18.29 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $857k | 2.4k | 350.08 | |
| Draftkings Com Cl A (DKNG) | 0.0 | $818k | 19k | 42.89 | |
| Rocket Lab Corp (RKLB) | 0.0 | $818k | 23k | 35.77 | |
| Root Cl A New (ROOT) | 0.0 | $797k | 6.2k | 127.97 | |
| Nektar Therapeutics Com New (NKTR) | 0.0 | $747k | 29k | 25.84 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $743k | 13k | 56.15 | |
| Arvinas Ord (ARVN) | 0.0 | $731k | 99k | 7.36 | |
| I-80 Gold Corp (IAUX) | 0.0 | $726k | 1.2M | 0.60 | |
| Clean Harbors (CLH) | 0.0 | $691k | 3.0k | 231.18 | |
| Grail (GRAL) | 0.0 | $644k | 13k | 51.42 | |
| Vital Farms (VITL) | 0.0 | $639k | 17k | 38.52 | |
| Carvana Cl A (CVNA) | 0.0 | $622k | 1.8k | 336.96 | |
| Joby Aviation Common Stock (JOBY) | 0.0 | $605k | 57k | 10.55 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $567k | 7.2k | 79.27 | |
| Corning Incorporated (GLW) | 0.0 | $565k | 11k | 52.59 | |
| Vaxcyte (PCVX) | 0.0 | $529k | 16k | 32.51 | |
| Zevia Pbc Cl A (ZVIA) | 0.0 | $503k | 156k | 3.22 | |
| Thredup Cl A (TDUP) | 0.0 | $475k | 64k | 7.49 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $466k | 2.1k | 217.75 | |
| Airo Group Hldgs (AIRO) | 0.0 | $451k | 19k | 24.07 | |
| Delcath Sys Com New (DCTH) | 0.0 | $451k | 33k | 13.60 | |
| Coreweave Com Cl A (CRWV) | 0.0 | $440k | 2.7k | 163.06 | |
| Lattice Semiconductor (LSCC) | 0.0 | $438k | 8.9k | 48.99 | |
| Loews Corporation (L) | 0.0 | $378k | 4.1k | 91.66 | |
| Birkenstock Holding Com Shs (BIRK) | 0.0 | $328k | 6.7k | 49.18 | |
| Phathom Pharmaceuticals (PHAT) | 0.0 | $301k | 31k | 9.59 | |
| Clear Channel Outdoor Holdings (CCO) | 0.0 | $274k | 234k | 1.17 | |
| Garrett Motion (GTX) | 0.0 | $265k | 25k | 10.51 | |
| Snap Cl A (SNAP) | 0.0 | $251k | 29k | 8.69 | |
| Barnes & Noble Ed Com New (BNED) | 0.0 | $232k | 20k | 11.77 | |
| New Pac Metals Corp Com Npv Isin Ca64782a1075 Sedol Bmw5909 (NEWP) | 0.0 | $230k | 172k | 1.34 | |
| Ategrity Specialty In Co Ho (ASIC) | 0.0 | $214k | 9.9k | 21.52 | |
| Rocket Pharmaceuticals (RCKT) | 0.0 | $55k | 23k | 2.45 | |
| Valens Semiconductor Ordinary Shares (VLN) | 0.0 | $36k | 14k | 2.63 |