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Asset manager

Gilder Gagnon Howe & Co LLC

13F for the quarter to June 30, 2026, filed August 14, 2026 · SEC CIK 902464

Reported value
$9.7bn
95% in companies we cover
Positions we cover
264
Largest NVDA 5.0%
Copy, a year
+17.7%
S&P 500 +14.2%
Copy Sharpe ratio
0.67
S&P 500 0.79

How copying its 13F would have done

$10.0k$20.0k$40.0k$80.0k 2013201520172019202120232025 $85.3k$57.8k
CopyS&P 500 $10,000 copying Gilder Gagnon Howe & Co LLC's filed holdings in companies we cover from August 30, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −59.7% (S&P 500 −31.8%); beta 1.32; alpha +1.1% a year (t = 0.26); last 12 months −4.8% against +12.1%.

Reported value by quarter

Gilder Gagnon Howe & Co LLC: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $2T $4T $6T Reported value, 2013-06-30: $5.3T Reported value, 2013-09-30: $6.4B Reported value, 2013-12-31: $7B Reported value, 2014-03-31: $7.3B Reported value, 2014-06-30: $7.5B Reported value, 2014-09-30: $6.9B Reported value, 2014-12-31: $6.7B Reported value, 2015-03-31: $7.2B Reported value, 2015-06-30: $7.6B Reported value, 2015-09-30: $6.3B Reported value, 2015-12-31: $6.2B Reported value, 2016-03-31: $5.1B Reported value, 2016-06-30: $5B Reported value, 2016-09-30: $5.8B Reported value, 2016-12-31: $5.1B Reported value, 2017-03-31: $5.9B Reported value, 2017-06-30: $6.8B Reported value, 2017-09-30: $7.1B Reported value, 2017-12-31: $7.4B Reported value, 2018-03-31: $8.1B Reported value, 2018-06-30: $9.3B Reported value, 2018-09-30: $9.8B Reported value, 2018-12-31: $7.1B Reported value, 2019-03-31: $9.4B Reported value, 2019-06-30: $9.9B Reported value, 2019-09-30: $8.7B Reported value, 2019-12-31: $9.6B Reported value, 2020-03-31: $8.3B Reported value, 2020-06-30: $12.8B Reported value, 2020-09-30: $16.2B Reported value, 2020-12-31: $20.1B Reported value, 2021-03-31: $18.6B Reported value, 2021-06-30: $20.4B Reported value, 2021-09-30: $19.3B Reported value, 2021-12-31: $17.6B Reported value, 2022-03-31: $10.8B Reported value, 2022-06-30: $5.6B Reported value, 2022-09-30: $5.7B Reported value, 2022-12-31: $5.4T Reported value, 2023-03-31: $6B Reported value, 2023-06-30: $7.3B Reported value, 2023-09-30: $6.6B Reported value, 2023-12-31: $7.3B Reported value, 2024-03-31: $8B Reported value, 2024-06-30: $8B Reported value, 2024-09-30: $8.4B Reported value, 2024-12-31: $9.3B Reported value, 2025-03-31: $7.7B Reported value, 2025-06-30: $9.4B Reported value, 2025-09-30: $9.8B Reported value, 2025-12-31: $9.5B Reported value, 2026-03-31: $8.3B Reported value, 2026-06-30: $9.7B 2013-06-30 2016-03-31 2018-12-31 2021-09-30 2026-06-30 $9.7B
View chart data
Period Reported value
2013-06-30 $5.3T
2013-09-30 $6.4B
2013-12-31 $7B
2014-03-31 $7.3B
2014-06-30 $7.5B
2014-09-30 $6.9B
2014-12-31 $6.7B
2015-03-31 $7.2B
2015-06-30 $7.6B
2015-09-30 $6.3B
2015-12-31 $6.2B
2016-03-31 $5.1B
2016-06-30 $5B
2016-09-30 $5.8B
2016-12-31 $5.1B
2017-03-31 $5.9B
2017-06-30 $6.8B
2017-09-30 $7.1B
2017-12-31 $7.4B
2018-03-31 $8.1B
2018-06-30 $9.3B
2018-09-30 $9.8B
2018-12-31 $7.1B
2019-03-31 $9.4B
2019-06-30 $9.9B
2019-09-30 $8.7B
2019-12-31 $9.6B
2020-03-31 $8.3B
2020-06-30 $12.8B
2020-09-30 $16.2B
2020-12-31 $20.1B
2021-03-31 $18.6B
2021-06-30 $20.4B
2021-09-30 $19.3B
2021-12-31 $17.6B
2022-03-31 $10.8B
2022-06-30 $5.6B
2022-09-30 $5.7B
2022-12-31 $5.4T
2023-03-31 $6B
2023-06-30 $7.3B
2023-09-30 $6.6B
2023-12-31 $7.3B
2024-03-31 $8B
2024-06-30 $8B
2024-09-30 $8.4B
2024-12-31 $9.3B
2025-03-31 $7.7B
2025-06-30 $9.4B
2025-09-30 $9.8B
2025-12-31 $9.5B
2026-03-31 $8.3B
2026-06-30 $9.7B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
NVDANVIDIA Corporation4.96%$480.7m2.40M−5.1% Reduced
NETCloudflare, Inc.4.22%$409.2m1.67M−6.2% Reduced
AMZNAmazon4.14%$401.4m1.68M−3.9% Reduced
NFLXNetflix2.95%$285.5m4.00M−4.6% Reduced
PWRQuanta Services2.81%$272.2m378.1K+1.2% Added
NBISNebius Group N.V.2.48%$240.5m870.8K−8.4% Reduced
TSLATesla, Inc.2.47%$239.4m569.3K−8.1% Reduced
MUMicron Technology2.40%$232.8m201.6K−47.7% Reduced
SHOPShopify Inc.2.16%$209.6m1.84M−14.8% Reduced
METAMeta Platforms2.01%$194.5m345.4K−12.4% Reduced
GOOGLAlphabet Inc. (Class A)1.99%$192.5m538.6K+12.5% Added
ENPHEnphase Energy, Inc.1.77%$171.3m3.48M+62.1% Added
ARMARM Holdings PLC1.69%$163.6m461.5K+13.0% Added
ISRGIntuitive Surgical1.67%$161.6m406.3K−9.6% Reduced
HOODRobinhood Markets1.51%$146.4m1.46M+0.9% Added
SNSharkninja, Inc.1.47%$142.4m935.2K−2.3% Reduced
NTRANatera, Inc.1.40%$135.2m498.1K−34.1% Reduced
EMBJEmbraer S.a.1.38%$133.9m2.10M−1.0% Reduced
ANETArista Networks1.34%$129.7m763.3K−4.3% Reduced
INTCIntel1.26%$122.0m873.7K+67.7% Added
TSEMTower Semiconductor LTD1.25%$120.9m464.0K−1.6% Reduced
TOSTToast, Inc.1.14%$110.1m3.96M−2.8% Reduced
TKOTKO Group Holdings1.12%$108.2m537.4K−4.9% Reduced
TBBBBBB Foods Inc1.08%$104.9m2.52M−1.4% Reduced
SPHRSphere Entertainment Co.1.00%$96.5m557.7K−0.7% Reduced
NYTNEW York Times Co0.97%$93.7m1.34M−1.3% Reduced
ECHOEchoStar0.96%$92.7m913.0K−22.2% Reduced
MELIMercadolibre Inc0.93%$90.4m53.2K−4.2% Reduced
AFRMAffirm Holdings, Inc.0.93%$90.4m1.11M+15.7% Added
QXOQXO, Inc.0.85%$82.7m4.79M−20.0% Reduced
XMTRXometry, Inc.0.85%$82.7m857.1K−7.0% Reduced
ALNYAlnylam Pharmaceuticals, Inc.0.84%$81.0m269.1K−3.9% Reduced
ACMRACM Research, Inc.0.83%$80.8m637.1K+794.2% Added
SPNTSiriuspoint Ltd0.71%$68.8m2.86M−2.8% Reduced
ABNBAirbnb0.71%$68.6m479.7K+13.0% Added
GAPGAP Inc0.71%$68.4m3.66M−0.3%
ESLTElbit Systems LTD0.69%$66.5m87.6K−21.5% Reduced
DASHDoorDash0.69%$66.3m359.4K+1017.2% Added
PRCHPorch Group, Inc.0.68%$65.9m4.38M+5.0% Added
FNVFranco Nevada Corp0.67%$64.8m310.7K−8.0% Reduced
RDDTReddit, Inc.0.66%$63.6m366.3K−2.6% Reduced
RIVNRivian Automotive, Inc. / DE0.64%$62.3m3.59M+1.2% Added
RTXRTX Corporation0.61%$59.3m312.5KNew
LASRNlight, Inc.0.60%$58.6m841.0K+7.0% Added
DUOLDuolingo, Inc.0.60%$57.8m502.3K−1.2% Reduced
BOOTBoot Barn Holdings, Inc.0.58%$56.6m344.4K−1.0% Reduced
LPLALPL Financial Holdings Inc.0.56%$54.4m193.0K−0.9% Reduced
CRWVCoreweave, Inc.0.55%$53.5m537.8K+890.5% Added
AXONAxon Enterprise0.53%$50.9m90.8KNew
AAOIApplied Optoelectronics, Inc.0.53%$50.8m343.0K−24.7% Reduced
POOLPool Corp0.52%$50.7m235.7K−16.4% Reduced
HUBSHubspot Inc0.51%$49.3m270.1K+66.9% Added
VIAVia Transportation, Inc.0.48%$46.7m2.57M+67.1% Added
FIGRFigure Technology Solutions, Inc.0.48%$46.2m1.50M−22.1% Reduced
LOBLive Oak Bancshares, Inc.0.47%$45.9m1.12M−5.8% Reduced
RBLXRoblox Corp0.47%$45.8m841.8K−49.9% Reduced
TLNTalen Energy Corp0.47%$45.5m118.3K−1.5% Reduced
UTIUniversal Technical Institute Inc0.46%$44.5m1.04M+273.0% Added
SPOTSpotify Technology S.a.0.45%$44.0m95.9K−18.4% Reduced
ARXAccelerant Holdings0.45%$43.7m3.73M−0.3%
FTAIFTAI Aviation Ltd.0.45%$43.6m161.2K−6.0% Reduced
GEGE Aerospace0.44%$42.3m113.2K−2.9% Reduced
NKTRNektar Therapeutics0.43%$41.9m600.9K+121.1% Added
BBIOBridgebio Pharma, Inc.0.42%$40.9m548.9K+30.6% Added
APPFAppfolio Inc0.41%$40.1m250.3K−5.7% Reduced
MLMMartin Marietta Materials0.41%$39.3m68.1K−1.5% Reduced
FRPTFreshpet, Inc.0.38%$37.0m626.0K−22.6% Reduced
ONON Semiconductor Corp0.38%$36.6m387.5KNew
AEROGrupo Aeromexico, S.a.b. De C.v.0.38%$36.3m2.02M−17.3% Reduced
TBNTamboran Resources Corp0.37%$35.5m1.09M+29.8% Added
SPCXSpace Exploration Technologies Corp0.36%$34.6m202.3KNew
ARQTArcutis Biotherapeutics, Inc.0.35%$34.4m1.31M−69.5% Reduced
RMBSRambus Inc0.35%$34.2m257.4KNew
CYTKCytokinetics Inc0.35%$34.1m400.2K+20.9% Added
ALHCAlignment Healthcare, Inc.0.34%$33.3m1.40M−23.7% Reduced
SEISolaris Energy Infrastructure, Inc.0.34%$32.4m403.0K−1.2% Reduced
IGICInternational General Insurance Holdings Ltd.0.33%$31.7m1.21M−0.3%
BEBloom Energy0.32%$30.7m101.5K+24.4% Added
TXRHTexas Roadhouse, Inc.0.31%$29.9m154.6K−14.2% Reduced
LOARLoar Holdings Inc.0.30%$29.5m366.3K−16.9% Reduced
TSMTaiwan Semiconductor Manufacturing Co LTD0.30%$29.4m61.7K−22.5% Reduced
ESTAEstablishment Labs Holdings Inc.0.30%$29.3m342.0K+27.4% Added
SITESiteone Landscape Supply, Inc.0.30%$29.2m255.5K+6.3% Added
OSCROscar Health, Inc.0.29%$28.6m1.00M−6.8% Reduced
TDUPThredup Inc.0.29%$28.4m4.15M+74.6% Added
AAPLApple Inc.0.29%$28.3m98.0K+23.9% Added
WWayfair Inc.0.29%$27.7m299.9KNew
MSFTMicrosoft Corporation0.28%$27.3m73.2K−5.9% Reduced
CCitigroup0.28%$26.8m191.6K−1.1% Reduced
TTANServicetitan, Inc.0.28%$26.7m377.9K−36.5% Reduced
KYMRKymera Therapeutics, Inc.0.27%$26.3m229.1K−2.7% Reduced
TDGTransDigm Group0.25%$24.6m18.5K−14.1% Reduced
QUREUniqure N.V.0.25%$24.5m531.0KNew
PTRNPattern Group Inc.0.24%$23.4m928.7KNew
LGNLegence Corp.0.23%$22.0m258.7K+29.9% Added
CALXCalix, Inc0.22%$21.7m580.3K−25.5% Reduced
GKOSGlaukos Corp0.22%$21.3m152.4K−0.3%
SIBNSi-bone, Inc.0.21%$20.4m1.25M+19.5% Added
MAMastercard0.21%$20.1m39.2K+41.4% Added
TEMTempus AI, Inc.0.21%$20.0m345.9K−10.0% Reduced
ALNTAllient Inc0.18%$17.5m170.3K−0.9% Reduced
QCOMQualcomm0.18%$17.2m92.8KNew
WRBW. R. Berkley Corporation0.17%$16.9m239.8K−0.2%
GEVGE Vernova0.17%$16.1m13.7K−17.1% Reduced
GHGuardant Health, Inc.0.16%$15.7m104.7KNew
MDGLMadrigal Pharmaceuticals, Inc.0.16%$15.3m28.6K−2.8% Reduced
KRYSKrystal Biotech, Inc.0.15%$15.0m40.3K+0.4%
MSGSMadison Square Garden Sports Corp.0.15%$14.3m35.6K−5.2% Reduced
SNOWSnowflake Inc.0.15%$14.3m56.1KNew
AMBQAmbiq Micro, Inc.0.15%$14.1m159.6K+45.7% Added
DDOGDatadog, Inc.0.14%$13.4m51.5K−28.2% Reduced
DPCDPC Holdings PLC0.13%$13.0m264.5KNew
PLPlanet Labs PBC0.13%$12.4m375.6K−3.1% Reduced
WWDWoodward, Inc.0.13%$12.4m29.1K−36.5% Reduced
MGYMagnolia Oil & Gas Corp0.13%$12.3m480.1K−1.3% Reduced
REALTherealreal, Inc.0.12%$12.0m1.01M+1880.0% Added
COCOVita Coco Company, Inc.0.12%$11.8m178.8K−1.7% Reduced
HNGEHinge Health, Inc.0.12%$11.8m142.0K−5.7% Reduced
OPCHOption Care Health, Inc.0.12%$11.7m559.7K−30.1% Reduced
MANEVeradermics, Inc0.12%$11.7m94.9KNew
MAMAMama's Creations, Inc.0.12%$11.3m631.2K+170.5% Added
EVEREverquote, Inc.0.11%$10.9m460.1K+518.2% Added
CCOICogent Communications Holdings, Inc.0.11%$10.9m783.8K+57.0% Added
LGIHLGI Homes, Inc.0.11%$10.9m170.6K−1.4% Reduced
GLWCorning Inc.0.10%$9.9m38.9K−68.9% Reduced
KTOSKratos Defense & Security Solutions, Inc.0.10%$9.9m197.7K−1.1% Reduced
CBChubb Limited0.10%$9.7m28.6K−0.3%
PLTRPalantir Technologies Inc.0.10%$9.6m82.6K−70.0% Reduced
AEHRAehr Test Systems0.10%$9.6m100.2K−77.4% Reduced
REZIResideo Technologies, Inc.0.10%$9.6m308.0K−1.1% Reduced
RKLBRocket Lab Corp0.10%$9.3m91.2K+285.5% Added
TTWOTake TWO Interactive Software Inc0.10%$9.2m36.9KNew
IBMIBM0.09%$9.1m32.3K+48.1% Added
AVEXAevex Corp.0.09%$9.0m431.3KNew
ONEWOnewater Marine Inc.0.09%$8.9m791.4K−1.2% Reduced
FWONKLiberty Media Corp0.09%$8.9m93.1K−3.7% Reduced
HUTHut 8 Corp.0.09%$8.7m75.8K+23.4% Added
MCOMoody's Corporation0.09%$8.6m19.1K−13.9% Reduced
SUSuncor Energy Inc0.08%$7.9m148.0K−0.7% Reduced
NAMSNewamsterdam Pharma Co N.V.0.08%$7.6m224.1K−7.2% Reduced
AMTAmerican Tower0.08%$7.4m45.4K−10.7% Reduced
PAGPenske Automotive Group, Inc.0.08%$7.4m41.2K−0.3%
NOWServiceNow0.08%$7.3m73.7K+38.0% Added
BFLYButterfly Network, Inc.0.07%$6.8m803.8K+765.2% Added
LMNDLemonade, Inc.0.07%$6.7m102.5K−1.2% Reduced
JBLJabil0.07%$6.5m16.9KNew
SHWSherwin-Williams0.07%$6.4m18.5K−2.8% Reduced
VMCVulcan Materials Company0.07%$6.3m21.3K−1.0% Reduced
VRTVertiv0.06%$6.2m18.5K−4.4% Reduced
AGIAlamos Gold Inc0.06%$6.2m202.8K+29.6% Added
CompanyBought (value)Shares
ACMRACM Research, Inc.$71.8m565.8K
ENPHEnphase Energy, Inc.$65.6m1.33M
DASHDoorDash$60.4m327.3K
RTXRTX Corporation$59.3m312.5K
AXONAxon Enterprise$50.9m90.8K
INTCIntel$49.2m352.6K
CRWVCoreweave, Inc.$48.1m483.5K
ONON Semiconductor Corp$36.6m387.5K
SPCXSpace Exploration Technologies Corp$34.6m202.3K
RMBSRambus Inc$34.2m257.4K
UTIUniversal Technical Institute Inc$32.6m762.2K
WWayfair Inc.$27.7m299.9K
QUREUniqure N.V.$24.5m531.0K
PTRNPattern Group Inc.$23.4m928.7K
NKTRNektar Therapeutics$23.0m329.1K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
MUMicron Technology−$212.3m−184.0K
SHAKShake Shack Inc.−$102.2m−1.16M
ARQTArcutis Biotherapeutics, Inc.−$78.4m−2.99M
NTRANatera, Inc.−$69.8m−257.2K
CBOECboe Global Markets−$57.0m−202.9K
RBLXRoblox Corp−$45.6m−838.8K
SHOPShopify Inc.−$36.5m−319.3K
AEHRAehr Test Systems−$33.1m−344.1K
SFMSprouts Farmers Market, Inc.−$31.4m−407.3K
METAMeta Platforms−$27.4m−48.7K
NETCloudflare, Inc.−$26.9m−109.8K
ECHOEchoStar−$26.5m−261.0K
NVDANVIDIA Corporation−$26.0m−130.0K
ROKURoku, Inc−$25.8m−272.3K
PLTRPalantir Technologies Inc.−$22.5m−192.7K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
SHAKShake Shack Inc.$102.2m1.16M
CBOECboe Global Markets$57.0m202.9K
SFMSprouts Farmers Market, Inc.$31.4m407.3K
ROKURoku, Inc$25.8m272.3K
BRCBBlack Rock Coffee Bar, Inc.$7.8m602.9K
CMECME Group$6.8m23.1K
MCDMcDonald's$6.8m21.8K
WCNWaste Connections, Inc.$5.5m33.9K
CIENCiena$4.1m10.6K
RDNTRadnet, Inc.$2.8m49.5K
EYENational Vision Holdings, Inc.$2.8m106.3K
NPNeptune Insurance Holdings Inc.$2.4m100.5K
HDBHdfc Bank LTD$2.3m93.2K
KRMNKarman Holdings Inc.$2.3m28.5K
RIGTransocean Ltd.$2.1m319.3K
COGTCogent Biosciences, Inc.$2.0m52.2K
HIIHuntington Ingalls Industries$1.8m4.8K
ZZillow Group, Inc.$1.2m29.8K
ERASErasca, Inc.$915,73956.6K
BSXBoston Scientific$811,54612.9K
MAZEMaze Therapeutics, Inc.$521,98717.5K
BIRKBirkenstock Holding plc$390,79810.9K
EQTEQT Corporation$285,7444.5K
ONDSOndas Inc.$232,05725.7K
UMHUMH Properties, Inc.$217,51815.1K
  • Technology34.8%
  • Consumer Discretionary14.9%
  • Industrials14.0%
  • Communication Services13.9%
  • Health Care9.4%
  • Financials7.8%
  • Consumer Staples1.9%
  • Materials1.6%
  • Energy1.1%
  • Utilities0.5%
  • Real Estate0.1%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestAugust 30, 2013 to November 2, 2026+17.7%+14.2%0.670.79−59.7%1.32
2018 onwardsJanuary 5, 2018 to November 2, 2026+15.1%+13.9%0.530.66−59.7%1.33
Last three yearsNovember 3, 2023 to November 2, 2026+19.2%+21.8%0.721.16−24.8%1.34
Last yearNovember 7, 2025 to November 2, 2026−1.4%+14.2%−0.180.84−15.1%1.35

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.