GILDER GAGNON HOWE & CO LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$9.5B

Total Positions

250

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA5.08%

AMZN4.38%

NFLX4.32%

SHOP3.70%

NET3.65%

TSLA3.45%

META2.86%

ISRG2.83%

NTRA2.00%

PWR1.66%

Other20.51%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

PLTR8Q held

Palantir Technologies Inc

Avg $23.02 · $38.1M est. P&L

Est. P&L

+685.51%

NET26Q held

Cloudflare Inc

Avg $27.15 · $302.6M est. P&L

Est. P&L

+635.35%

WPM28Q held

WHEATON PRECIOUS METALS CORP

Avg $21.93 · $4.9M est. P&L

Est. P&L

+442.09%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 250 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	2.6M	$481.1M	5.1%	—	$109.61	+71.09%	28 qtrs	Decreased 0
AMZN Amazon.com Inc	1.8M	$415.4M	4.4%	—	$109.52	+112.32%	28 qtrs	Decreased 0
NFLX Netflix Inc	4.4M	$409.3M	4.3%	—	$87.80	+6.81%	28 qtrs	Increased 92
SHOP Shopify Inc	2.2M	$350.7M	3.7%	—	$67.79	+141.54%	28 qtrs	Decreased 0
NET Cloudflare Inc	1.8M	$345.9M	3.7%	—	$27.15	+635.35%	26 qtrs	Decreased 0
TSLA Tesla Inc	726,497	$326.7M	3.4%	—	$214.30	+112.05%	28 qtrs	Decreased 0
META Meta Platforms Inc	410,257	$270.8M	2.9%	—	$146.75	+353.81%	28 qtrs	Decreased 0
ISRG Intuitive Surgical Inc	473,545	$268.2M	2.8%	—	$325.15	+76.11%	28 qtrs	Decreased 0
NTRA Natera Inc	828,300	$189.8M	2.0%	—	$63.30	+263.34%	26 qtrs	Decreased 0
PWR Quanta Services Inc	373,367	$157.6M	1.7%	—	$158.31	+170.79%	20 qtrs	Decreased 0
TOST Toast Inc	4.4M	$155.9M	1.6%	—	$37.66	-3.63%	18 qtrs	Decreased 0
GOOGL Alphabet Inc	485,809	$152.1M	1.6%	—	$96.60	+224.91%	28 qtrs	Decreased 0
EMBJ EMBRAER S.A.	2.3M	$149.6M	1.6%	—	$28.82	+124.90%	7 qtrs	Decreased 0
TKO TKO Group Holdings Inc	694,600	$145.2M	1.5%	—	$98.36	+117.74%	8 qtrs	Decreased 0
MU Micron Technology Inc	496,334	$141.7M	1.5%	—	$102.77	+184.75%	8 qtrs	Decreased 0
RBLX ROBLOX Corp	1.7M	$137.9M	1.5%	—	$47.58	+71.96%	20 qtrs	Decreased 0
SITM SITIME CORP	371,294	$131.1M	1.4%	—	$153.56	+136.89%	25 qtrs	Decreased 0
ARQT ARCUTIS BIOTHERAPEUTICS INC	4.5M	$129.3M	1.4%	—	$11.19	+151.04%	8 qtrs	Increased 48
ALNY Alnylam Pharmaceuticals Inc	319,305	$127M	1.3%	—	$95.86	+314.42%	28 qtrs	Decreased 0
GOOG Alphabet Inc	389,782	$122.3M	1.3%	—	$102.78	+206.05%	28 qtrs	Decreased 0
QXO QXO INC	6.2M	$120.1M	1.3%	—	$20.57	+2.27%	3 qtrs	Increased 51
SN SHARKNINJA INC	990,624	$110.9M	1.2%	—	$91.66	+24.04%	6 qtrs	Decreased 0
MELI MercadoLibre Inc	54,763	$110.3M	1.2%	—	$826.03	+144.65%	28 qtrs	Decreased 0
ANET Arista Networks Inc	816,531	$107M	1.1%	—	$111.45	+18.83%	5 qtrs	Decreased 0
SHAK SHAKE SHACK INC	1.3M	$103M	1.1%	—	$58.32	+37.09%	28 qtrs	Decreased 0
Showing 25 of 250 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

LLoews Corp

Q1 2024 → Q4 2025+554 shares+$187,041

ARQTARCUTIS BIOTHERAPEUTICS INC

Q4 2024 → Q4 2025+900,018 shares+$96.3M

SITESITEONE LANDSCAPE SUPPLY INC

Q4 2024 → Q4 2025+132,238 shares+$12.5M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer