Gilder, Gagnon, Howe & Co

Gilder Gagnon Howe & Co as of Sept. 30, 2025

Portfolio Holdings for Gilder Gagnon Howe & Co

Gilder Gagnon Howe & Co holds 249 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Netflix (NFLX) 5.5 $538M 449k 1198.92
NVIDIA Corporation (NVDA) 5.1 $504M 2.7M 186.58
Amazon (AMZN) 4.1 $398M 1.8M 219.57
Cloudflare Cl A Com (NET) 4.0 $394M 1.8M 214.59
Shopify Cl A Sub Vtg Shs (SHOP) 3.5 $344M 2.3M 148.61
Tesla Motors (TSLA) 3.4 $335M 753k 444.72
Meta Platforms Cl A (META) 3.2 $309M 421k 734.38
Roblox Corp Cl A (RBLX) 2.4 $237M 1.7M 138.52
Intuitive Surgical Com New (ISRG) 2.2 $215M 481k 447.23
Duolingo Cl A Com (DUOL) 1.9 $184M 573k 321.84
Toast Cl A (TOST) 1.7 $167M 4.6M 36.51
Quanta Services (PWR) 1.7 $164M 395k 414.42
Natera (NTRA) 1.6 $154M 959k 160.97
Alnylam Pharmaceuticals (ALNY) 1.5 $150M 329k 456.00
Tko Group Holdings Cl A (TKO) 1.5 $144M 713k 201.96
Embraer Sponsored Ads (ERJ) 1.5 $144M 2.4M 60.45
Appfolio Com Cl A (APPF) 1.5 $143M 518k 275.66
MercadoLibre (MELI) 1.3 $129M 55k 2336.95
Arista Networks Com Shs (ANET) 1.3 $123M 842k 145.71
Shake Shack Cl A (SHAK) 1.2 $122M 1.3M 93.61
Alphabet Cap Stk Cl A (GOOGL) 1.2 $120M 493k 243.10
Figure Technology Solutio Com Cl A 1.2 $119M 3.3M 36.37
Nebius Group Shs Class A (NBIS) 1.2 $118M 1.0M 112.27
Sitime Corp (SITM) 1.2 $116M 385k 301.31
Qxo Com New (QXO) 1.1 $110M 5.8M 19.06
Boston Scientific Corporation (BSX) 1.1 $108M 1.1M 97.63
Sharkninja Com Shs (SN) 1.1 $105M 1.0M 103.15
Spotify Technology S A SHS (SPOT) 1.0 $99M 142k 698.00
Alphabet Cap Stk Cl C (GOOG) 1.0 $97M 400k 243.55
Roku Com Cl A (ROKU) 1.0 $97M 966k 100.13
Robinhood Mkts Com Cl A (HOOD) 0.9 $89M 622k 143.18
Pool Corporation (POOL) 0.9 $89M 287k 310.07
Lpl Financial Holdings (LPLA) 0.9 $89M 266k 332.69
Microsoft Corporation (MSFT) 0.9 $88M 170k 517.95
Micron Technology (MU) 0.9 $85M 510k 167.32
Arcutis Biotherapeutics (ARQT) 0.9 $84M 4.4M 18.85
Gap (GAP) 0.8 $82M 3.8M 21.39
Hubspot (HUBS) 0.8 $80M 172k 467.80
New York Times Cl A (NYT) 0.8 $80M 1.4M 57.40
Franco-Nevada Corporation (FNV) 0.8 $78M 349k 222.91
Procore Technologies (PCOR) 0.8 $76M 1.0M 72.92
Affirm Hldgs Com Cl A (AFRM) 0.7 $71M 975k 73.08
Bbb Foods Cl A Com (TBBB) 0.7 $69M 2.5M 26.96
Freshpet (FRPT) 0.7 $65M 1.2M 55.11
Tempus Ai Cl A (TEM) 0.6 $63M 778k 80.71
Porch Group (PRCH) 0.6 $63M 3.7M 16.78
Siriuspoint (SPNT) 0.6 $62M 3.4M 18.09
Servicetitan Shs Cl A (TTAN) 0.6 $62M 612k 100.83
Boot Barn Hldgs (BOOT) 0.6 $61M 367k 165.72
Accelerant Holdings Cl A 0.6 $58M 3.9M 14.89
Sprouts Fmrs Mkt (SFM) 0.6 $58M 532k 108.80
Elbit Sys Ord (ESLT) 0.6 $56M 110k 509.80
Talen Energy Corp (TLN) 0.6 $55M 130k 425.38
Calix (CALX) 0.6 $55M 903k 61.37
Airbnb Com Cl A (ABNB) 0.5 $54M 442k 121.42
Xometry Class A Com (XMTR) 0.5 $53M 968k 54.47
Rivian Automotive Com Cl A (RIVN) 0.5 $53M 3.6M 14.68
Palantir Technologies Cl A (PLTR) 0.5 $52M 286k 182.42
CBOE Holdings (CBOE) 0.5 $51M 206k 245.25
Martin Marietta Materials (MLM) 0.5 $49M 78k 630.28
Arm Holdings Sponsored Ads (ARM) 0.5 $49M 348k 141.49
Echostar Corp Cl A (SATS) 0.5 $48M 624k 76.36
Warby Parker Cl A Com (WRBY) 0.5 $46M 1.7M 27.58
Floor & Decor Hldgs Cl A (FND) 0.4 $41M 557k 73.70
Crowdstrike Hldgs Cl A (CRWD) 0.4 $41M 84k 490.38
Loar Holdings Com Shs (LOAR) 0.4 $38M 475k 80.00
Ge Aerospace Com New (GE) 0.4 $37M 122k 300.82
Siteone Landscape Supply (SITE) 0.4 $36M 279k 128.80
Mongodb Cl A (MDB) 0.4 $36M 115k 310.38
Chart Industries (GTLS) 0.4 $35M 177k 200.15
Tower Semiconductor Shs New (TSEM) 0.4 $35M 484k 72.30
Figma Class A Com Stk (FIG) 0.4 $35M 668k 51.87
Black Rock Coffee Bar Cl A 0.3 $34M 1.4M 23.86
First Watch Restaurant Groupco (FWRG) 0.3 $34M 2.1M 15.64
Dick's Sporting Goods (DKS) 0.3 $33M 149k 222.22
Alignment Healthcare (ALHC) 0.3 $33M 1.9M 17.45
Icici Bank Adr (IBN) 0.3 $31M 1.0M 30.23
Texas Roadhouse (TXRH) 0.3 $31M 185k 166.15
Unity Software (U) 0.3 $30M 745k 40.04
Intl Gnrl Insurance Hldngs L SHS (IGIC) 0.3 $29M 1.2M 23.20
Glaukos (GKOS) 0.3 $27M 335k 81.55
Oscar Health Cl A (OSCR) 0.3 $27M 1.4M 18.93
Kratos Defense & Sec Solutio Com New (KTOS) 0.3 $25M 273k 91.37
Bridgebio Pharma (BBIO) 0.2 $24M 462k 51.94
Hdfc Bank Sponsored Ads (HDB) 0.2 $24M 698k 34.16
CoStar (CSGP) 0.2 $24M 279k 84.37
Ftai Aviation SHS (FTAI) 0.2 $23M 139k 166.86
Option Care Health Com New (OPCH) 0.2 $23M 824k 27.76
Cytokinetics Com New (CYTK) 0.2 $21M 389k 54.96
Mastercard Incorporated Cl A (MA) 0.2 $19M 33k 568.81
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $19M 67k 279.29
W.R. Berkley Corporation (WRB) 0.2 $19M 242k 76.62
Snowflake Com Shs (SNOW) 0.2 $19M 82k 225.55
TransDigm Group Incorporated (TDG) 0.2 $18M 14k 1318.00
Via Transn Com Cl A 0.2 $17M 355k 48.08
Chubb (CB) 0.2 $17M 60k 282.25
Biontech Se Sponsored Ads (BNTX) 0.2 $17M 169k 98.62
Magnolia Oil & Gas Corp Cl A (MGY) 0.2 $17M 691k 23.87
Universal Technical Institute (UTI) 0.2 $16M 505k 32.55
Rubrik Cl A (RBRK) 0.2 $16M 192k 82.25
Knife River Corp Common Stock (KNF) 0.2 $15M 201k 76.87
Live Nation Entertainment (LYV) 0.2 $15M 94k 163.40
Twilio Cl A (TWLO) 0.2 $15M 152k 100.09
Ge Vernova (GEV) 0.2 $15M 25k 614.90
Madrigal Pharmaceuticals (MDGL) 0.1 $14M 31k 458.66
Kymera Therapeutics (KYMR) 0.1 $14M 247k 56.60
Reddit Cl A (RDDT) 0.1 $14M 59k 229.99
Onewater Marine Cl A Com (ONEW) 0.1 $14M 857k 15.84
Nektar Therapeutics Com New (NKTR) 0.1 $13M 225k 56.90
Doordash Cl A (DASH) 0.1 $13M 46k 271.99
Thredup Cl A (TDUP) 0.1 $12M 1.3M 9.45
Woodward Governor Company (WWD) 0.1 $12M 48k 252.71
Zillow Group Cl C Cap Stk (Z) 0.1 $12M 156k 77.05
Alamos Gold Com Cl A (AGI) 0.1 $11M 320k 34.86
American Tower Reit (AMT) 0.1 $11M 57k 192.32
Solaris Energy Infras Com Cl A (SEI) 0.1 $10M 261k 39.97
Hinge Health Cl A (HNGE) 0.1 $10M 205k 49.08
Lgi Homes (LGIH) 0.1 $9.8M 189k 51.71
Aehr Test Systems (AEHR) 0.1 $9.8M 324k 30.11
Servicenow (NOW) 0.1 $9.6M 11k 920.28
Apple (AAPL) 0.1 $9.6M 38k 254.63
Brightview Holdings (BV) 0.1 $8.9M 661k 13.40
Hims & Hers Health Com Cl A (HIMS) 0.1 $8.8M 155k 56.72
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.1 $8.7M 38k 227.00
Camping World Hldgs Cl A (CWH) 0.1 $8.2M 522k 15.79
Vita Coco Co Inc/the (COCO) 0.1 $8.1M 192k 42.47
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.1 $8.0M 76k 104.45
Vulcan Materials Company (VMC) 0.1 $8.0M 26k 307.62
Tamboran Res Corp (TBN) 0.1 $7.7M 282k 27.38
Roivant Sciences SHS (ROIV) 0.1 $7.5M 496k 15.13
Heico Corp Cl A (HEI.A) 0.1 $7.4M 29k 254.09
Costco Wholesale Corporation (COST) 0.1 $7.3M 7.9k 925.63
Penske Automotive (PAG) 0.1 $7.3M 42k 173.91
Sherwin-Williams Company (SHW) 0.1 $7.0M 20k 346.26
Enovix Corp (ENVX) 0.1 $6.7M 675k 9.97
Kornit Digital SHS (KRNT) 0.1 $6.6M 492k 13.50
Tapestry (TPR) 0.1 $6.6M 59k 113.22
Cogent Communications Hldgs Com New (CCOI) 0.1 $6.6M 173k 38.35
TWFG Com Cl A (TWFG) 0.1 $6.6M 240k 27.44
Suncor Energy (SU) 0.1 $6.5M 156k 41.81
Pan American Silver Corp Can (PAAS) 0.1 $6.3M 163k 38.73
Wal-Mart Stores (WMT) 0.1 $6.1M 60k 103.06
Constellation Energy (CEG) 0.1 $6.1M 19k 329.07
Coinbase Global Com Cl A (COIN) 0.1 $6.0M 18k 337.49
Wheaton Precious Metals Corp (WPM) 0.1 $5.9M 53k 111.84
Netskope Cl A 0.1 $5.7M 252k 22.73
D.R. Horton (DHI) 0.1 $5.6M 33k 169.47
JPMorgan Chase & Co. (JPM) 0.1 $5.6M 18k 315.43
Ciena Corp Com New (CIEN) 0.1 $5.5M 38k 145.67
Nu Hldgs Ord Shs Cl A (NU) 0.1 $5.2M 324k 16.01
Elf Beauty (ELF) 0.1 $5.0M 38k 132.48
Cava Group Ord (CAVA) 0.1 $4.9M 81k 60.41
Trisalus Life Sciences (TLSI) 0.0 $4.9M 1.0M 4.65
On Hldg Namen Akt A (ONON) 0.0 $4.6M 110k 42.35
Eli Lilly & Co. (LLY) 0.0 $4.6M 6.1k 763.00
HEICO Corporation (HEI) 0.0 $4.6M 14k 322.82
Impinj (PI) 0.0 $4.6M 25k 180.75
Skyward Specialty Insurance Gr (SKWD) 0.0 $4.5M 95k 47.56
Custom Truck One Source Com Cl A (CTOS) 0.0 $4.1M 640k 6.42
Smith Douglas Homes Corp Com Shs Cl A (SDHC) 0.0 $4.0M 228k 17.66
Murphy Usa (MUSA) 0.0 $4.0M 10k 388.26
Heartflow Inc/Sh 0.0 $4.0M 119k 33.66
RadNet (RDNT) 0.0 $4.0M 52k 76.21
Clear Secure Com Cl A (YOU) 0.0 $4.0M 119k 33.38
Core & Main Cl A (CNM) 0.0 $3.9M 73k 53.83
Ferrari Nv Ord (RACE) 0.0 $3.9M 8.0k 485.22
Lennar Corp Cl A (LEN) 0.0 $3.7M 29k 126.04
Ultragenyx Pharmaceutical (RARE) 0.0 $3.7M 122k 30.08
Stoke Therapeutics (STOK) 0.0 $3.6M 155k 23.50
Emcor (EME) 0.0 $3.6M 5.6k 649.54
Ouster Com New (OUST) 0.0 $3.6M 131k 27.05
Klarna Group SHS 0.0 $3.5M 96k 36.65
Ezcorp Cl A Non Vtg (EZPW) 0.0 $3.5M 182k 19.04
Marqeta Class A Com (MQ) 0.0 $3.3M 626k 5.28
National Vision Hldgs (EYE) 0.0 $3.3M 113k 29.19
Beta Bionics (BBNX) 0.0 $3.2M 163k 19.87
Paramount Skydance Corp Com Cl B (PSKY) 0.0 $3.2M 169k 18.92
Ambiq Micro Common Stock 0.0 $2.9M 96k 29.92
Gilead Sciences (GILD) 0.0 $2.8M 25k 111.00
Argenx Se Sponsored Adr (ARGX) 0.0 $2.8M 3.8k 737.46
Nextnav Common Stock (NN) 0.0 $2.8M 194k 14.30
Core Natural Resources Com Shs (CNR) 0.0 $2.7M 32k 83.48
Shift4 Pmts Cl A (FOUR) 0.0 $2.7M 34k 77.40
Golar Lng SHS (GLNG) 0.0 $2.6M 65k 40.41
Mamamancini's Holdings (MAMA) 0.0 $2.6M 248k 10.51
Tg Therapeutics (TGTX) 0.0 $2.6M 71k 36.12
Applied Optoelectronics (AAOI) 0.0 $2.2M 86k 25.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $2.2M 4.3k 502.74
Block Cl A (XYZ) 0.0 $2.1M 29k 72.27
Uniqure Nv SHS (QURE) 0.0 $2.0M 34k 58.37
Samsara Com Cl A (IOT) 0.0 $2.0M 53k 37.25
Acm Resh Com Cl A (ACMR) 0.0 $2.0M 50k 39.13
Howmet Aerospace (HWM) 0.0 $1.9M 9.9k 196.23
Ftai Infrastructure Common Stock (FIP) 0.0 $1.9M 442k 4.36
Applovin Corp Com Cl A (APP) 0.0 $1.8M 2.6k 718.54
Datadog Cl A Com (DDOG) 0.0 $1.8M 13k 142.40
Axon Enterprise (AXON) 0.0 $1.8M 2.5k 717.64
Intuitive Machines Class A Com (LUNR) 0.0 $1.8M 169k 10.52
Willscot Hldgs Corp Com Cl A (WSC) 0.0 $1.8M 83k 21.11
High Tide Com New (HITI) 0.0 $1.7M 473k 3.63
Bill Com Holdings Ord (BILL) 0.0 $1.7M 32k 52.97
Immunome (IMNM) 0.0 $1.6M 133k 11.71
Bwx Technologies (BWXT) 0.0 $1.5M 8.0k 184.37
Niocorp Devs Com New (NB) 0.0 $1.5M 219k 6.68
Sweetgreen Com Cl A (SG) 0.0 $1.4M 169k 7.98
Inspire Med Sys (INSP) 0.0 $1.3M 18k 74.20
Corning Incorporated (GLW) 0.0 $1.3M 16k 82.03
Asana Cl A (ASAN) 0.0 $1.3M 97k 13.36
Spire Global Com Cl A New (SPIR) 0.0 $1.3M 117k 10.99
4068594 Enphase Energy (ENPH) 0.0 $1.3M 36k 35.39
Chesapeake Energy Corp (EXE) 0.0 $1.3M 12k 106.24
Omada Health (OMDA) 0.0 $1.2M 55k 22.11
Apa Corporation (APA) 0.0 $1.1M 47k 24.28
Iridium Communications (IRDM) 0.0 $1.1M 64k 17.46
Rocket Lab Corp (RKLB) 0.0 $1.1M 23k 47.91
I-80 Gold Corp (IAUX) 0.0 $1.1M 1.1M 0.96
Purecycle Technologies (PCT) 0.0 $1.1M 81k 13.15
Phathom Pharmaceuticals (PHAT) 0.0 $1.0M 89k 11.77
Newamsterdam Pharma Company Ordinary Shares (NAMS) 0.0 $1.0M 36k 28.44
Grail (GRAL) 0.0 $1.0M 18k 59.13
Wingstop (WING) 0.0 $1.0M 4.1k 251.68
Joby Aviation Common Stock (JOBY) 0.0 $975k 60k 16.14
Janux Therapeutics (JANX) 0.0 $935k 38k 24.44
Abivax Sa Sponsored Ads (ABVX) 0.0 $834k 9.8k 84.90
Philip Morris International (PM) 0.0 $825k 5.1k 162.20
Transmedics Group (TMDX) 0.0 $805k 7.2k 112.20
Draftkings Com Cl A (DKNG) 0.0 $749k 20k 37.40
Carvana Cl A (CVNA) 0.0 $703k 1.9k 377.24
Clean Harbors (CLH) 0.0 $685k 3.0k 232.22
Planet Labs Pbc Com Cl A (PL) 0.0 $668k 52k 12.98
Lattice Semiconductor (LSCC) 0.0 $649k 8.8k 73.32
Grindr (GRND) 0.0 $646k 43k 15.02
Root Cl A New (ROOT) 0.0 $623k 7.0k 89.51
Chipotle Mexican Grill (CMG) 0.0 $587k 15k 39.19
Vaxcyte (PCVX) 0.0 $581k 16k 36.02
Canadian Pacific Kansas City (CP) 0.0 $538k 7.2k 74.49
Ferguson Enterprises Common Stock New (FERG) 0.0 $480k 2.1k 224.58
New Pac Metals Corp Com Npv Isin Ca64782a1075 Sedol Bmw5909 (NEWP) 0.0 $450k 166k 2.71
Zevia Pbc Cl A (ZVIA) 0.0 $420k 155k 2.72
Loews Corporation (L) 0.0 $417k 4.2k 100.39
Vital Farms (VITL) 0.0 $390k 9.5k 41.15
Delcath Sys Com New (DCTH) 0.0 $385k 36k 10.75
Mp Materials Corp Com Cl A (MP) 0.0 $383k 5.7k 67.07
Clear Channel Outdoor Holdings (CCO) 0.0 $370k 234k 1.58
Garrett Motion (GTX) 0.0 $343k 25k 13.62
Sana Biotechnology (SANA) 0.0 $325k 92k 3.55
Birkenstock Holding Com Shs (BIRK) 0.0 $268k 5.9k 45.25
Snap Cl A (SNAP) 0.0 $206k 27k 7.71
Valens Semiconductor Ordinary Shares (VLN) 0.0 $25k 14k 1.79