GILDER GAGNON HOWE & CO LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$9.5B
Holdings
250
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (250 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AAOIAPPLIED OPTOELECTRONICS INC | 475,015 | $16.6B | 174.78% | |
| 102 | CSGPCOSTAR GROUP INC | 240,034 | $16.1B | 170.34% | |
| 103 | OSCROSCAR HEALTH INC | 1,108,595 | $15.9B | 168.14% | |
| 104 | MGYMAGNOLIA OIL & GAS CORP | 653,948 | $14.3B | 151.08% | |
| 105 | WWDWOODWARD INC | 46,512 | $14.1B | 148.41% | |
| 106 | TDUPTHREDUP INC | 2,052,346 | $13.1B | 138.42% | |
| 107 | UTIUNIVERSAL TECHNICAL INST INC | 491,172 | $12.8B | 135.46% | |
| 108 | ESTAESTABLISHMENT LABS HLDGS INC | 170,757 | $12.4B | 131.34% | |
| 109 | SNOWSNOWFLAKE INC | 51,600 | $11.3B | 119.46% | |
| 110 | SEISOLARIS ENERGY INFRAS INC | 244,045 | $11.2B | 118.40% | |
| 111 | REZIRESIDEO TECHNOLOGIES INC | 313,118 | $11.0B | 116.06% | |
| 112 | OGM1COGENT COMMUNICATIONS HLDGS | 494,108 | $10.7B | 112.43% | |
| 113 | ROIVROIVANT SCIENCES LTD | 483,117 | $10.5B | 110.65% | |
| 114 | DASHDOORDASH INC | 45,860 | $10.4B | 109.62% | |
| 115 | COCOVITA COCO CO INC | 189,036 | $10.0B | 105.76% | |
| 116 | AAPLAPPLE INC | 36,743 | $10.0B | 105.43% | |
| 117 | MSGSMADISON SQUARE GRDN SPRT COR | 37,649 | $9.7B | 102.77% | |
| 118 | HNGEHINGE HEALTH INC | 202,212 | $9.4B | 99.13% | |
| 119 | AMTAMERICAN TOWER CORP NEW | 51,681 | $9.1B | 95.76% | |
| 120 | CBCHUBB LIMITED | 28,860 | $9.0B | 95.07% | |
| 121 | NKTRNEKTAR THERAPEUTICS | 208,302 | $8.8B | 92.96% | |
| 122 | ONEWONEWATER MARINE INC | 807,187 | $8.7B | 92.17% | |
| 123 | NAMSNEWAMSTERDAM PHARMA COMPANY | 248,528 | $8.7B | 92.02% | |
| 124 | CIENCIENA CORP | 36,034 | $8.4B | 88.95% | |
| 125 | BVBRIGHTVIEW HLDGS INC | 661,302 | $8.4B | 88.43% | |
| 126 | SIBNSI-BONE INC | 413,958 | $8.2B | 86.16% | |
| 127 | LYVLIVE NATION ENTERTAINMENT IN | 57,131 | $8.1B | 85.93% | |
| 128 | ZZILLOW GROUP INC | 114,322 | $7.8B | 82.32% | |
| 129 | LGIHLGI HOMES INC | 180,581 | $7.8B | 81.87% | |
| 130 | LMNDLEMONADE INC | 108,525 | $7.7B | 81.53% | |
| 131 | NOWSERVICENOW INC | 47,800 | $7.3B | 77.28% | |
| 132 | NUNU HLDGS LTD | 431,632 | $7.2B | 76.26% | |
| 133 | FWONALIBERTY MEDIA CORP DEL | 71,752 | $7.1B | 74.60% | |
| 134 | VMCVULCAN MATLS CO | 24,304 | $6.9B | 73.16% | |
| 135 | TWFGTWFG INC | 238,520 | $6.9B | 72.43% | |
| 136 | TLSITRISALUS LIFE SCIENCES INC | 979,023 | $6.8B | 72.12% | |
| 137 | HEIHEICO CORP NEW | 26,382 | $6.7B | 70.28% | |
| 138 | SUSUNCOR ENERGY INC NEW | 150,003 | $6.7B | 70.23% | |
| 139 | COSTCOSTCO WHSL CORP NEW | 7,699 | $6.6B | 70.07% | |
| 140 | PAGPENSKE AUTOMOTIVE GRP INC | 41,604 | $6.6B | 69.50% | |
| 141 | WMTWALMART INC | 58,666 | $6.5B | 68.98% | |
| 142 | AEHRAEHR TEST SYS | 317,948 | $6.4B | 67.75% | |
| 143 | IBMINTERNATIONAL BUSINESS MACHS | 21,610 | $6.4B | 67.56% | |
| 144 | KRNTKORNIT DIGITAL LTD | 441,391 | $6.3B | 66.99% | |
| 145 | SHWSHERWIN WILLIAMS CO | 19,411 | $6.3B | 66.38% | |
| 146 | PTONPELOTON INTERACTIVE INC | 969,873 | $6.0B | 63.05% | |
| 147 | WPMWHEATON PRECIOUS METALS CORP | 50,272 | $5.9B | 62.35% | |
| 148 | DECDIVERSIFIED ENERGY CO | 405,290 | $5.9B | 61.85% | |
| 149 | CEGCONSTELLATION ENERGY CORP | 16,431 | $5.8B | 61.26% | |
| 150 | AGIALAMOS GOLD INC NEW | 142,977 | $5.5B | 58.22% | |
| 151 | HTFLHEARTFLOW INC | 185,868 | $5.4B | 57.19% | |
| 152 | HIMSHIMS & HERS HEALTH INC | 154,032 | $5.0B | 52.78% | |
| 153 | SKWDSKYWARD SPECIALTY INS GROUP | 91,687 | $4.7B | 49.46% | |
| 154 | HEIHEICO CORP NEW | 14,095 | $4.6B | 48.14% | |
| 155 | PIIMPINJ INC | 25,352 | $4.4B | 46.56% | |
| 156 | ENVXENOVIX CORPORATION | 595,693 | $4.4B | 45.96% | |
| 157 | YOUCLEAR SECURE INC | 117,660 | $4.1B | 43.56% | |
| 158 | MCOMOODYS CORP | 8,063 | $4.1B | 43.46% | |
| 159 | NPNEPTUNE INS HLDGS INC | 140,445 | $4.1B | 43.22% | |
| 160 | MUSAMURPHY USA INC | 9,907 | $4.0B | 42.19% | |
| 161 | COINCOINBASE GLOBAL INC | 17,649 | $4.0B | 42.12% | |
| 162 | STOKSTOKE THERAPEUTICS INC | 122,448 | $3.9B | 41.02% | |
| 163 | RDNTRADNET INC | 52,705 | $3.8B | 39.69% | |
| 164 | IMNMIMMUNOME INC | 174,861 | $3.8B | 39.64% | |
| 165 | GRALGRAIL INC | 43,722 | $3.7B | 39.50% | |
| 166 | SDHCSMITH DOUGLAS HOMES CORP | 221,324 | $3.7B | 39.17% | |
| 167 | EZPWEZCORP INC | 180,329 | $3.5B | 36.95% | |
| 168 | EMEEMCOR GROUP INC | 5,569 | $3.4B | 35.96% | |
| 169 | MAMAMAMAS CREATIONS INC | 245,780 | $3.3B | 34.99% | |
| 170 | ARGXARGENX SE | 3,771 | $3.2B | 33.46% | |
| 171 | KK0NEXTNAV INC | 188,866 | $3.1B | 33.16% | |
| 172 | KNFKNIFE RIVER CORP | 44,474 | $3.1B | 33.02% | |
| 173 | FICOFAIR ISAAC CORP | 1,833 | $3.1B | 32.70% | |
| 174 | BNTXBIONTECH SE | 32,287 | $3.1B | 32.43% | |
| 175 | CWHCAMPING WORLD HLDGS INC | 312,049 | $3.0B | 32.04% | |
| 176 | JPMJPMORGAN CHASE & CO. | 9,258 | $3.0B | 31.48% | |
| 177 | APPAPPLOVIN CORP | 4,409 | $3.0B | 31.35% | |
| 178 | EYENATIONAL VISION HLDGS INC | 112,134 | $2.9B | 30.56% | |
| 179 | ELFE L F BEAUTY INC | 37,166 | $2.8B | 29.83% | |
| 180 | RACEFERRARI N V | 7,544 | $2.8B | 29.42% | |
| 181 | LUNRINTUITIVE MACHINES INC | 168,112 | $2.7B | 28.79% | |
| 182 | CNRCORE NATURAL RESOURCES INC | 30,202 | $2.7B | 28.21% | |
| 183 | AMBQAMBIQ MICRO INC | 93,745 | $2.7B | 28.19% | |
| 184 | KLARKLARNA GROUP PLC | 91,634 | $2.6B | 27.96% | |
| 185 | LENLENNAR CORP | 24,466 | $2.5B | 26.55% | |
| 186 | SMTCSEMTECH CORP | 33,471 | $2.5B | 26.03% | |
| 187 | VSCOVICTORIAS SECRET AND CO | 45,042 | $2.4B | 25.74% | |
| 188 | PHATPHATHOM PHARMACEUTICALS INC | 145,174 | $2.4B | 25.42% | |
| 189 | CTOSCUSTOM TRUCK ONE SOURCE INC | 409,878 | $2.4B | 24.91% | |
| 190 | WCNWASTE CONNECTIONS INC | 12,876 | $2.3B | 23.82% | |
| 191 | IOTSAMSARA INC | 61,696 | $2.2B | 23.08% | |
| 192 | NPKINPK INTERNATIONAL INC | 170,273 | $2.0B | 21.42% | |
| 193 | HWMHOWMET AEROSPACE INC | 9,853 | $2.0B | 21.32% | |
| 194 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,984 | $2.0B | 21.13% | |
| 195 | ACMRACM RESH INC | 50,368 | $2.0B | 20.97% | |
| 196 | NTSKNETSKOPE INC | 111,246 | $2.0B | 20.59% | |
| 197 | SSFSENSIENT TECHNOLOGIES CORP | 20,545 | $1.9B | 20.37% | |
| 198 | COGTCOGENT BIOSCIENCES INC | 53,275 | $1.9B | 19.97% | |
| 199 | PLPLANET LABS PBC | 93,000 | $1.8B | 19.35% | |
| 200 | —NIOCORP DEVS LTD | 345,405 | $1.8B | 19.32% |