Gilder, Gagnon, Howe & Co

Gilder Gagnon Howe & Co as of Dec. 31, 2025

Portfolio Holdings for Gilder Gagnon Howe & Co

Gilder Gagnon Howe & Co holds 250 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 5.1 $481M 2.6M 186.50
Amazon (AMZN) 4.4 $415M 1.8M 230.82
Netflix (NFLX) 4.3 $409M 4.4M 93.76
Shopify Cl A Sub Vtg Shs (SHOP) 3.7 $351M 2.2M 160.97
Cloudflare Cl A Com (NET) 3.7 $346M 1.8M 197.15
Tesla Motors (TSLA) 3.4 $327M 727k 449.72
Meta Platforms Cl A (META) 2.9 $271M 410k 660.09
Intuitive Surgical Com New (ISRG) 2.8 $268M 474k 566.36
Natera (NTRA) 2.0 $190M 828k 229.09
Quanta Services (PWR) 1.7 $158M 373k 422.06
Toast Cl A (TOST) 1.6 $156M 4.4M 35.51
Alphabet Cap Stk Cl A (GOOGL) 1.6 $152M 486k 313.00
Embraer Sponsored Ads (EMBJ) 1.6 $150M 2.3M 64.37
Tko Group Holdings Cl A (TKO) 1.5 $145M 695k 209.00
Micron Technology (MU) 1.5 $142M 496k 285.41
Roblox Corp Cl A (RBLX) 1.5 $138M 1.7M 81.03
Sitime Corp (SITM) 1.4 $131M 371k 353.19
Arcutis Biotherapeutics (ARQT) 1.4 $129M 4.5M 29.04
Alnylam Pharmaceuticals (ALNY) 1.3 $127M 319k 397.65
Alphabet Cap Stk Cl C (GOOG) 1.3 $122M 390k 313.80
Qxo Com New (QXO) 1.3 $120M 6.2M 19.29
Sharkninja Com Shs (SN) 1.2 $111M 991k 111.90
MercadoLibre (MELI) 1.2 $110M 55k 2014.27
Arista Networks Com Shs (ANET) 1.1 $107M 817k 131.03
Shake Shack Cl A (SHAK) 1.1 $103M 1.3M 81.17
Boston Scientific Corporation (BSX) 1.1 $103M 1.1M 95.35
Echostar Corp Cl A (SATS) 1.1 $101M 929k 108.70
Appfolio Com Cl A (APPF) 1.0 $98M 419k 232.65
Gap (GAP) 1.0 $96M 3.7M 25.60
Reddit Cl A (RDDT) 1.0 $95M 412k 229.87
New York Times Cl A (NYT) 1.0 $94M 1.3M 69.42
Lpl Financial Holdings (LPLA) 1.0 $93M 259k 357.17
Duolingo Cl A Com (DUOL) 0.9 $89M 506k 175.50
Robinhood Mkts Com Cl A (HOOD) 0.9 $87M 773k 113.10
Nebius Group Shs Class A (NBIS) 0.9 $85M 1.0M 83.70
Bbb Foods Cl A Com (TBBB) 0.9 $84M 2.5M 33.39
Figure Technology Solutio Com Cl A (FIGR) 0.9 $82M 2.0M 40.84
Microsoft Corporation (MSFT) 0.8 $79M 163k 483.62
Spotify Technology S A SHS (SPOT) 0.8 $75M 130k 580.71
Siriuspoint (SPNT) 0.8 $72M 3.3M 21.89
Rivian Automotive Com Cl A (RIVN) 0.7 $71M 3.6M 19.71
Affirm Hldgs Com Cl A (AFRM) 0.7 $71M 953k 74.43
Franco-Nevada Corporation (FNV) 0.7 $71M 341k 207.28
Hubspot (HUBS) 0.7 $67M 166k 401.30
Freshpet (FRPT) 0.7 $64M 1.1M 60.93
Pool Corporation (POOL) 0.7 $64M 281k 228.75
Servicetitan Shs Cl A (TTAN) 0.7 $64M 598k 106.50
Boot Barn Hldgs (BOOT) 0.7 $63M 358k 176.47
Elbit Sys Ord (ESLT) 0.7 $62M 107k 577.71
Xometry Class A Com (XMTR) 0.6 $61M 1.0M 59.47
Accelerant Holdings Cl A (ARX) 0.6 $61M 3.7M 16.35
Grupo Aeromexico Sab De Cv Sponsored Ads (AERO) 0.6 $59M 2.7M 21.96
Airbnb Com Cl A (ABNB) 0.6 $59M 433k 135.72
Tower Semiconductor Shs New (TSEM) 0.6 $55M 472k 117.42
Sphere Entertainment Cl A (SPHR) 0.6 $53M 561k 95.08
Roku Com Cl A (ROKU) 0.6 $52M 481k 108.49
CBOE Holdings (CBOE) 0.5 $52M 207k 251.00
Martin Marietta Materials (MLM) 0.5 $49M 79k 622.66
Calix (CALX) 0.5 $47M 888k 52.93
Talen Energy Corp (TLN) 0.5 $46M 124k 374.84
Mongodb Cl A (MDB) 0.5 $44M 104k 419.69
Palantir Technologies Cl A (PLTR) 0.5 $43M 242k 177.75
Ge Aerospace Com New (GE) 0.4 $41M 134k 308.03
Sprouts Fmrs Mkt (SFM) 0.4 $41M 511k 79.67
Arm Holdings Sponsored Ads (ARM) 0.4 $40M 367k 109.31
Porch Group (PRCH) 0.4 $40M 4.3M 9.13
Crowdstrike Hldgs Cl A (CRWD) 0.4 $38M 82k 468.76
Ftai Aviation SHS (FTAI) 0.4 $37M 188k 196.85
Alignment Healthcare (ALHC) 0.4 $37M 1.9M 19.75
Via Transn Com Cl A (VIA) 0.4 $36M 1.2M 29.01
Siteone Landscape Supply (SITE) 0.4 $36M 285k 124.56
Bridgebio Pharma (BBIO) 0.4 $35M 458k 76.49
Tempus Ai Cl A (TEM) 0.4 $34M 577k 59.05
TransDigm Group Incorporated (TDG) 0.4 $34M 26k 1329.84
Unity Software (U) 0.3 $32M 731k 44.17
Floor & Decor Hldgs Cl A (FND) 0.3 $32M 524k 60.89
Loar Holdings Com Shs (LOAR) 0.3 $32M 467k 68.00
First Watch Restaurant Groupco (FWRG) 0.3 $31M 2.1M 15.08
Intl Gnrl Insurance Hldngs L SHS (IGIC) 0.3 $31M 1.2M 25.09
Chart Industries (GTLS) 0.3 $31M 148k 206.23
Texas Roadhouse (TXRH) 0.3 $30M 182k 166.00
Icici Bank Adr (IBN) 0.3 $30M 996k 29.80
Option Care Health Com New (OPCH) 0.3 $26M 809k 31.86
Figma Class A Com Stk (FIG) 0.3 $25M 668k 37.37
Citigroup Com New (C) 0.3 $25M 214k 116.69
Cytokinetics Com New (CYTK) 0.3 $25M 386k 63.54
Black Rock Coffee Bar Cl A (BRCB) 0.2 $22M 976k 22.25
Tamboran Res Corp (TBN) 0.2 $22M 795k 27.23
Kratos Defense & Sec Solutio Com New (KTOS) 0.2 $21M 270k 75.91
Twilio Cl A (TWLO) 0.2 $20M 143k 142.24
Madrigal Pharmaceuticals (MDGL) 0.2 $20M 34k 582.34
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $20M 64k 303.89
Kymera Therapeutics (KYMR) 0.2 $19M 240k 77.81
Warby Parker Cl A Com (WRBY) 0.2 $19M 854k 21.79
Mastercard Incorporated Cl A (MA) 0.2 $18M 32k 570.88
Glaukos (GKOS) 0.2 $17M 154k 112.91
Beta Technologies Com Shs Cl A (BETA) 0.2 $17M 618k 28.21
Hdfc Bank Sponsored Ads (HDB) 0.2 $17M 474k 36.54
Ge Vernova (GEV) 0.2 $17M 26k 653.57
W.R. Berkley Corporation (WRB) 0.2 $17M 242k 70.12
Applied Optoelectronics (AAOI) 0.2 $17M 475k 34.86
CoStar (CSGP) 0.2 $16M 240k 67.24
Oscar Health Cl A (OSCR) 0.2 $16M 1.1M 14.37
Magnolia Oil & Gas Corp Cl A (MGY) 0.2 $14M 654k 21.89
Woodward Governor Company (WWD) 0.1 $14M 47k 302.32
Thredup Cl A (TDUP) 0.1 $13M 2.1M 6.39
Universal Technical Institute (UTI) 0.1 $13M 491k 26.13
Establishment Labs Holdings Ord (ESTA) 0.1 $12M 171k 72.88
Snowflake Com Shs (SNOW) 0.1 $11M 52k 219.36
Solaris Energy Infras Com Cl A (SEI) 0.1 $11M 244k 45.97
Resideo Technologies (REZI) 0.1 $11M 313k 35.12
Cogent Communications Hldgs Com New (CCOI) 0.1 $11M 494k 21.56
Roivant Sciences SHS (ROIV) 0.1 $11M 483k 21.70
Doordash Cl A (DASH) 0.1 $10M 46k 226.48
Vita Coco Co Inc/the (COCO) 0.1 $10M 189k 53.01
Apple (AAPL) 0.1 $10M 37k 271.86
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.1 $9.7M 38k 258.65
Hinge Health Cl A (HNGE) 0.1 $9.4M 202k 46.45
American Tower Reit (AMT) 0.1 $9.1M 52k 175.57
Chubb (CB) 0.1 $9.0M 29k 312.12
Nektar Therapeutics Com New (NKTR) 0.1 $8.8M 208k 42.28
Onewater Marine Cl A Com (ONEW) 0.1 $8.7M 807k 10.82
Newamsterdam Pharma Company Ordinary Shares (NAMS) 0.1 $8.7M 249k 35.08
Ciena Corp Com New (CIEN) 0.1 $8.4M 36k 233.87
Brightview Holdings (BV) 0.1 $8.4M 661k 12.67
Si-bone (SIBN) 0.1 $8.2M 414k 19.72
Live Nation Entertainment (LYV) 0.1 $8.1M 57k 142.50
Zillow Group Cl C Cap Stk (Z) 0.1 $7.8M 114k 68.22
Lgi Homes (LGIH) 0.1 $7.8M 181k 42.96
Lemonade (LMND) 0.1 $7.7M 109k 71.18
Servicenow (NOW) 0.1 $7.3M 48k 153.19
Nu Hldgs Ord Shs Cl A (NU) 0.1 $7.2M 432k 16.74
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.1 $7.1M 72k 98.51
Vulcan Materials Company (VMC) 0.1 $6.9M 24k 285.22
TWFG Com Cl A (TWFG) 0.1 $6.9M 239k 28.77
Trisalus Life Sciences (TLSI) 0.1 $6.8M 979k 6.98
Heico Corp Cl A (HEI.A) 0.1 $6.7M 26k 252.43
Suncor Energy (SU) 0.1 $6.7M 150k 44.36
Costco Wholesale Corporation (COST) 0.1 $6.6M 7.7k 862.34
Penske Automotive (PAG) 0.1 $6.6M 42k 158.29
Wal-Mart Stores (WMT) 0.1 $6.5M 59k 111.41
Aehr Test Systems (AEHR) 0.1 $6.4M 318k 20.19
International Business Machines (IBM) 0.1 $6.4M 22k 296.21
Kornit Digital SHS (KRNT) 0.1 $6.3M 441k 14.38
Sherwin-Williams Company (SHW) 0.1 $6.3M 19k 324.03
Peloton Interactive Cl A Com (PTON) 0.1 $6.0M 970k 6.16
Wheaton Precious Metals Corp (WPM) 0.1 $5.9M 50k 117.52
Diversified Energy Common Stock (DEC) 0.1 $5.9M 405k 14.46
Constellation Energy (CEG) 0.1 $5.8M 16k 353.27
Alamos Gold Com Cl A (AGI) 0.1 $5.5M 143k 38.58
Heartflow Inc/Sh (HTFL) 0.1 $5.4M 186k 29.15
Hims & Hers Health Com Cl A (HIMS) 0.1 $5.0M 154k 32.47
Skyward Specialty Insurance Gr (SKWD) 0.0 $4.7M 92k 51.11
HEICO Corporation (HEI) 0.0 $4.6M 14k 323.59
Impinj (PI) 0.0 $4.4M 25k 174.01
Enovix Corp (ENVX) 0.0 $4.4M 596k 7.31
Clear Secure Com Cl A (YOU) 0.0 $4.1M 118k 35.08
Moody's Corporation (MCO) 0.0 $4.1M 8.1k 510.85
Neptune Ins Hldgs Cl A (NP) 0.0 $4.1M 140k 29.16
Murphy Usa (MUSA) 0.0 $4.0M 9.9k 403.52
Coinbase Global Com Cl A (COIN) 0.0 $4.0M 18k 226.14
Stoke Therapeutics (STOK) 0.0 $3.9M 122k 31.74
RadNet (RDNT) 0.0 $3.8M 53k 71.35
Immunome (IMNM) 0.0 $3.8M 175k 21.48
Grail (GRAL) 0.0 $3.7M 44k 85.59
Smith Douglas Homes Corp Com Shs Cl A (SDHC) 0.0 $3.7M 221k 16.77
Ezcorp Cl A Non Vtg (EZPW) 0.0 $3.5M 180k 19.42
Emcor (EME) 0.0 $3.4M 5.6k 611.79
Mamamancini's Holdings (MAMA) 0.0 $3.3M 246k 13.49
Argenx Se Sponsored Adr (ARGX) 0.0 $3.2M 3.8k 840.84
Nextnav Common Stock (NN) 0.0 $3.1M 189k 16.64
Knife River Corp Common Stock (KNF) 0.0 $3.1M 45k 70.35
Fair Isaac Corporation (FICO) 0.0 $3.1M 1.8k 1690.62
Biontech Se Sponsored Ads (BNTX) 0.0 $3.1M 32k 95.20
Camping World Hldgs Cl A (CWH) 0.0 $3.0M 312k 9.73
JPMorgan Chase & Co. (JPM) 0.0 $3.0M 9.3k 322.22
Applovin Corp Com Cl A (APP) 0.0 $3.0M 4.4k 673.82
National Vision Hldgs (EYE) 0.0 $2.9M 112k 25.82
Elf Beauty (ELF) 0.0 $2.8M 37k 76.04
Ferrari Nv Ord (RACE) 0.0 $2.8M 7.5k 369.56
Intuitive Machines Class A Com (LUNR) 0.0 $2.7M 168k 16.23
Core Natural Resources Com Shs (CNR) 0.0 $2.7M 30k 88.51
Ambiq Micro Common Stock (AMBQ) 0.0 $2.7M 94k 28.50
Klarna Group SHS (KLAR) 0.0 $2.6M 92k 28.91
Lennar Corp Cl A (LEN) 0.0 $2.5M 25k 102.80
Semtech Corporation (SMTC) 0.0 $2.5M 34k 73.69
Victorias Secret And Common Stock (VSCO) 0.0 $2.4M 45k 54.17
Phathom Pharmaceuticals (PHAT) 0.0 $2.4M 145k 16.59
Custom Truck One Source Com Cl A (CTOS) 0.0 $2.4M 410k 5.76
Waste Connections (WCN) 0.0 $2.3M 13k 175.36
Samsara Com Cl A (IOT) 0.0 $2.2M 62k 35.45
Npk International Com Shs (NPKI) 0.0 $2.0M 170k 11.92
Howmet Aerospace (HWM) 0.0 $2.0M 9.9k 205.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $2.0M 4.0k 502.65
Acm Resh Com Cl A (ACMR) 0.0 $2.0M 50k 39.45
Netskope Cl A (NTSK) 0.0 $2.0M 111k 17.54
Sensient Technologies Corporation (SXT) 0.0 $1.9M 21k 93.95
Cogent Biosciences (COGT) 0.0 $1.9M 53k 35.52
Planet Labs Pbc Com Cl A (PL) 0.0 $1.8M 93k 19.72
Niocorp Devs Com New (NB) 0.0 $1.8M 345k 5.30
Datadog Cl A Com (DDOG) 0.0 $1.7M 13k 135.99
Lumentum Hldgs (LITE) 0.0 $1.7M 4.7k 368.59
Huntington Ingalls Inds (HII) 0.0 $1.7M 5.0k 340.07
Rocket Lab Corp (RKLB) 0.0 $1.6M 22k 69.76
Corning Incorporated (GLW) 0.0 $1.5M 18k 87.56
Ionis Pharmaceuticals (IONS) 0.0 $1.5M 19k 79.11
Abivax Sa Sponsored Ads (ABVX) 0.0 $1.5M 11k 134.85
Inspire Med Sys (INSP) 0.0 $1.4M 15k 92.23
Bwx Technologies (BWXT) 0.0 $1.4M 8.0k 172.84
Asana Cl A (ASAN) 0.0 $1.3M 98k 13.71
T1 Energy Com New (TE) 0.0 $1.2M 176k 6.68
On Hldg Namen Akt A (ONON) 0.0 $1.2M 25k 46.48
Chesapeake Energy Corp (EXE) 0.0 $1.1M 10k 110.36
Iridium Communications (IRDM) 0.0 $1.1M 64k 17.38
Procore Technologies (PCOR) 0.0 $1.1M 15k 72.74
4068594 Enphase Energy (ENPH) 0.0 $1.1M 33k 32.05
Tapestry (TPR) 0.0 $1.0M 8.0k 127.77
Wingstop (WING) 0.0 $973k 4.1k 238.49
Maze Therapeatics (MAZE) 0.0 $965k 23k 41.43
Sweetgreen Com Cl A (SG) 0.0 $888k 131k 6.76
Carvana Cl A (CVNA) 0.0 $846k 2.0k 422.02
Joby Aviation Common Stock (JOBY) 0.0 $821k 62k 13.20
Apa Corporation (APA) 0.0 $797k 33k 24.46
Transmedics Group (TMDX) 0.0 $755k 6.2k 121.65
Vaxcyte (PCVX) 0.0 $743k 16k 46.14
Clean Harbors (CLH) 0.0 $718k 3.1k 234.48
Purecycle Technologies (PCT) 0.0 $693k 81k 8.59
Coreweave Com Cl A (CRWV) 0.0 $685k 9.6k 71.61
Willscot Hldgs Corp Com Cl A (WSC) 0.0 $677k 36k 18.83
Lattice Semiconductor (LSCC) 0.0 $636k 8.6k 73.58
Tg Therapeutics (TGTX) 0.0 $608k 20k 29.81
Fermi (FRMI) 0.0 $567k 71k 8.00
Canadian Pacific Kansas City (CP) 0.0 $562k 7.6k 73.63
Clear Channel Outdoor Holdings (CCO) 0.0 $517k 234k 2.21
Ferguson Enterprises Common Stock New (FERG) 0.0 $478k 2.1k 222.63
Birkenstock Holding Com Shs (BIRK) 0.0 $445k 11k 40.90
Garrett Motion (GTX) 0.0 $439k 25k 17.43
Loews Corporation (L) 0.0 $438k 4.2k 105.31
Adaptive Biotechnologies Cor (ADPT) 0.0 $406k 25k 16.24
Sana Biotechnology (SANA) 0.0 $383k 94k 4.07
Bloom Energy Corp Com Cl A (BE) 0.0 $362k 4.2k 86.89
Mp Materials Corp Com Cl A (MP) 0.0 $351k 6.9k 50.52
Williams Companies (WMB) 0.0 $251k 4.2k 60.11
UMH Properties (UMH) 0.0 $240k 15k 15.91
EQT Corporation (EQT) 0.0 $239k 4.5k 53.60
Goosehead Ins Com Cl A (GSHD) 0.0 $202k 2.7k 73.65
New Era Helium (NUAI) 0.0 $157k 53k 2.93
Vera Bradley (VRA) 0.0 $130k 54k 2.42
Adagio Therapeutics (IVVD) 0.0 $123k 50k 2.47
Valens Semiconductor Ordinary Shares (VLN) 0.0 $20k 14k 1.42