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GILDER GAGNON HOWE & CO LLC
hedge fundUpdated 27 days agoManaged by Gilder Gagnon Howe & Co Llc • Latest filing Q2 2026
Portfolio value
$9.7B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
17.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $6B |
| Q2 2023 | $7.3B |
| Q3 2023 | $6.6B |
| Q4 2023 | $7.3B |
| Q1 2024 | $8B |
| Q2 2024 | $8B |
| Q3 2024 | $8.4B |
| Q4 2024 | $9.3B |
| Q1 2025 | $7.7B |
| Q2 2025 | $9.4B |
| Q3 2025 | $9.8B |
| Q4 2025 | $9.5B |
| Q1 2026 | $8.3B |
| Q2 2026 | $9.7B |
Top holdings
274 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $480.7M | 2.40M | 4.96% | — |
| 2 | N NET CLOUDFLARE INC | $409.2M | 1.67M | 4.22% | — |
| 3 | A AMZN AMAZON COM INC | $401.4M | 1.68M | 4.14% | — |
| 4 | N NFLX NETFLIX INC. | $285.5M | 4.00M | 2.95% | — |
| 5 | P PWR QUANTA SVCS INC | $272.2M | 378.1K | 2.81% | — |
| 6 | N NBIS NEBIUS GROUP N.V. | $240.5M | 870.8K | 2.48% | — |
| 7 | T TSLA TESLA INC | $239.4M | 569.3K | 2.47% | — |
| 8 | M MU MICRON TECHNOLOGY INC | $232.8M | 201.6K | 2.40% | — |
| 9 | S SHOP SHOPIFY INC | $209.6M | 1.84M | 2.16% | — |
| 10 | M META META PLATFORMS INC | $194.5M | 345.4K | 2.01% | — |
| 11 | G GOOGN ALPHABET INC | $192.5M | 538.6K | 1.99% | — |
| 12 | S SITM SITIME CORP | $179.3M | 240.5K | 1.85% | — |
| 13 | E ENPH ENPHASE ENERGY INC | $171.3M | 3.48M | 1.77% | — |
| 14 | A ARM ARM HOLDINGS PLC | $163.6M | 461.5K | 1.69% | — |
| 15 | I ISRG INTUITIVE SURGICAL INC | $161.6M | 406.3K | 1.67% | — |
| 16 | G GOOGN ALPHABET INC | $152.2M | 430.8K | 1.57% | — |
| 17 | H HOOD ROBINHOOD MKTS INC | $146.4M | 1.46M | 1.51% | — |
| 18 | S SN SHARKNINJA INC | $142.4M | 935.2K | 1.47% | — |
| 19 | N NTRA NATERA INC | $135.2M | 498.1K | 1.40% | — |
| 20 | E EMBJ EMBRAER S.A. | $133.9M | 2.10M | 1.38% | — |