GILDER GAGNON HOWE & CO LLC
CIK: 0000902464SEC EDGAR →
Portfolio Value
$9.5B
Holdings
250
As of
Q4 2025
New Positions
247
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 2,579,709 | $481.1M | 5.08% |
| 2 | AMAZON COM INC | 1,799,609 | $415.4M | 4.38% |
| 3 | NETFLIX INC | 4,365,376 | $409.3M | 4.32% |
| 4 | SHOPIFY INC | 2,178,396 | $350.7M | 3.70% |
| 5 | CLOUDFLARE INC | 1,754,461 | $345.9M | 3.65% |
| 6 | TESLA INC | 726,497 | $326.7M | 3.45% |
| 7 | NATERA INC | 828,300 | $189.8M | 2.00% |
| 8 | QUANTA SVCS INC | 373,367 | $157.6M | 1.66% |
| 9 | TOAST INC | 4,390,564 | $155.9M | 1.65% |
| 10 | ALPHABET INC | 485,809 | $152.1M | 1.60% |
Quarterly Changes
New Positions (36)
$58.8M · 2.7M shares
$53.4M · 561K shares
$24.9M · 214K shares
$17.4M · 618K shares
$12.4M · 171K shares
$11.0M · 313K shares
$8.2M · 414K shares
$7.7M · 109K shares
$6.4M · 22K shares
$6.0M · 970K shares
$5.9M · 405K shares
$4.1M · 140K shares
$2.5M · 33K shares
$2.4M · 45K shares
$2.3M · 13K shares
$2.0M · 170K shares
$1.9M · 21K shares
$1.9M · 53K shares
$1.7M · 5K shares
$1.7M · 5K shares
$1.5M · 19K shares
$1.2M · 176K shares
$964K · 23K shares
$685K · 10K shares
$566K · 71K shares
$405K · 25K shares
$362K · 4K shares
$250K · 4K shares
$239K · 15K shares
$238K · 4K shares
$202K · 3K shares
$156K · 53K shares
$130K · 54K shares
$123K · 50K shares
$4K · 8K shares
$3K · 2K shares
Closed Positions (35)
$33.2M · 149K shares
$15.8M · 192K shares
$6.3M · 163K shares
$5.6M · 33K shares
$4.9M · 81K shares
$3.9M · 73K shares
$3.7M · 122K shares
$3.5M · 131K shares
$3.3M · 626K shares
$3.2M · 163K shares
$3.2M · 169K shares
$2.8M · 25K shares
$2.7M · 34K shares
$2.6M · 65K shares
$2.1M · 29K shares
$2.0M · 34K shares
$1.9M · 441K shares
$1.7M · 472K shares
$1.7M · 32K shares
$1.3M · 117K shares
$1.2M · 55K shares
$1.1M · 1.1M shares
$935K · 38K shares
$824K · 5K shares
$749K · 20K shares
$646K · 43K shares
$623K · 7K shares
$587K · 15K shares
$450K · 166K shares
$420K · 154K shares
$390K · 9K shares
$385K · 36K shares
$206K · 27K shares
$5K · 6K shares
$2K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 52 | $2.9B | 34.5% |
| Consumer Cyclical | 30 | $1.4B | 16.5% |
| Communication Services | 19 | $1.3B | 14.9% |
| Industrials | 37 | $900.3M | 10.6% |
| Healthcare | 41 | $880.4M | 10.3% |
| Financial Services | 22 | $587.7M | 6.9% |
| Consumer Defensive | 10 | $246.1M | 2.9% |
| Basic Materials | 9 | $100.7M | 1.2% |
| Energy | 13 | $68.0M | 0.8% |
| Utilities | 4 | $52.7M | 0.6% |
| Unknown | 9 | $43.9M | 0.5% |
| Real Estate | 4 | $29.2M | 0.3% |