Q2 2026 13F · SEC CIK 902464

Gilder Gagnon Howe & Co LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $9.7B
Reported positions: 274
Top holdings a year, 3 yrs: +16.6%
Assets under management: $12.1B

Gilder Gagnon Howe & Co LLC is a wealth manager that reported 274 positions worth $9.7B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Nvidia Corporation Com (NVDA, 5.0%), Cloudflare Inc (NET, 4.2%), Amazon Com Inc Com (AMZN, 4.1%). A portfolio copying its top holdings returned 16.6% a year over the last 3 years, against 20.4% for the S&P 500.

Gilder Gagnon Howe & Co LLC holdings largest 50 of 274 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Gilder Gagnon Howe & Co LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	5.0%	5.3%	2,402,442	-5.1%	$480.7M
NETCloudflare Inc	4.2%	4.4%	1,668,352	-6.2%	$409.2M
AMZNAmazon Com Inc Com	4.1%	4.4%	1,684,231	-3.9%	$401.4M
NFLXNetflix Inc Total	2.9%	4.8%	3,999,216	-4.6%	$285.5M
PWRQuanta Svcs Inc Com	2.8%	2.5%	378,096	+1.2%	$272.2M
NBISNebius Group N.v. Shs Class A	2.5%	1.2%	870,776	-8.4%	$240.5M
TSLATesla Inc Com	2.5%	2.8%	569,259	-8.1%	$239.4M
MUMicron Technology Inc	2.4%	1.6%	201,645	-47.7%	$232.8M
SHOPShopify Inc	2.2%	3.1%	1,835,426	-14.8%	$209.6M
METAMeta Platforms Inc Class A	2.0%	2.7%	345,373	-12.4%	$194.5M
GOOGLAlphabet Inc	2.0%	1.7%	538,605	+12.5%	$192.5M
SITMSitime Corp	1.9%	1.4%	240,532	-26.2%	$179.3M
ENPHEnphase Energy Inc	1.8%	1.0%	3,478,961	+62.1%	$171.3M
ARMArm Hldgs PLC Equity A Funsponsored ADR	1.7%	0.7%	461,461	+13.0%	$163.6M
ISRGIntuitive Surgical Inc	1.7%	2.5%	406,268	-9.6%	$161.6M
GOOGAlphabet Inc	1.6%	1.4%	430,815	+2.6%	$152.2M
HOODRobinhood Mkts Inc	1.5%	1.2%	1,459,898	+0.9%	$146.4M
SNSharkninja Inc Com Shs	1.5%	1.2%	935,238	-2.3%	$142.4M
NTRANatera Inc Com	1.4%	1.8%	498,064	-34.1%	$135.2M
EMBJEmbraer S.a.	1.4%	1.5%	2,098,154	-1.0%	$133.9M
ANETArista Networks Inc	1.3%	1.2%	763,296	-4.3%	$129.7M
INTCIntel Corp	1.3%	—	873,727	—	$122.0M
TSEMTower Semiconductor Ltd	1.2%	1.0%	464,018	-1.6%	$120.9M
TOSTToast Inc	1.1%	1.3%	3,957,072	-2.8%	$110.1M
TKOTko Group Holdings Inc	1.1%	1.4%	537,438	-4.9%	$108.2M
TBBBBbb Foods Inc	1.1%	1.1%	2,517,615	-1.4%	$104.9M
SPHRSphere Entertainment Co	1.0%	0.8%	557,742	-0.7%	$96.5M
NYTNew York Times Co Mtn Be	1.0%	1.4%	1,339,426	-1.3%	$93.7M
ECHOEchostar Corp	1.0%	1.6%	912,981	-22.2%	$92.7M
MELIMercadolibre Inc	0.9%	1.2%	53,237	-4.2%	$90.4M
AFRMAffirm Hldgs Inc	0.9%	—	1,108,083	—	$90.4M
QXOQxo Inc	0.9%	1.4%	4,788,440	-20.0%	$82.7M
XMTRXometry Inc	0.9%	—	857,146	—	$82.7M
ALNYAlnylam Pharmaceuticals Inc	0.8%	1.1%	269,051	-3.9%	$81.0M
ACMRAcm Research Inc	0.8%	—	637,058	—	$80.8M
MDAMda Space Ltd.	0.7%	0.6%	1,679,194	-13.1%	$69.3M
SPNTSiriuspoint Ltd	0.7%	0.8%	2,864,674	-2.8%	$68.8M
ABNBAirbnb Inc	0.7%	0.6%	479,688	+13.0%	$68.6M
GPSGap Inc	0.7%	1.1%	3,660,756	-0.3%	$68.4M
ESLTElbit Sys Ltd	0.7%	1.1%	87,647	-21.5%	$66.5M
DASHDoordash Inc	0.7%	—	359,443	—	$66.3M
PRCHPorch Group Inc	0.7%	—	4,381,990	—	$65.9M
FNVFranco Nev Corp	0.7%	1.0%	310,693	-8.0%	$64.8M
RDDTReddit Inc	0.7%	0.6%	366,313	-2.6%	$63.6M
RIVNRivian Automotive Inc	0.6%	0.6%	3,590,083	+1.2%	$62.3M
RTXRtx Corporation Com	0.6%	—	312,470	—	$59.3M
LASRNlight Inc	0.6%	—	840,995	—	$58.6M
DUOLDuolingo Inc	0.6%	0.6%	502,344	-1.2%	$57.8M
BOOTBoot Barn Holdings Inc	0.6%	0.6%	344,422	-1.0%	$56.6M
LPLALpl Financial Holdings Inc	0.6%	0.7%	193,037	-0.9%	$54.4M

What Gilder Gagnon Howe & Co LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -5.7% /yr; S&P 500 +20.1%
3 years: +16.6% /yr; S&P 500 +20.4%
5 years: -1.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$9.7B	274
Q1 2026	$8.3B	252
Q4 2025	$9.5B	250
Q3 2025	$9.8B	249
Q2 2025	$9.4B	238
Q1 2025	$7.7B	233
Q4 2024	$9.3B	254
Q3 2024	$8.4B	250
Q2 2024	$8.0B	251
Q1 2024	$8.0B	257
Q4 2023	$7.3B	250
Q3 2023	$6.6B	258

Questions about Gilder Gagnon Howe & Co LLC's portfolio

What stocks does Gilder Gagnon Howe & Co LLC own?

Gilder Gagnon Howe & Co LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 274 positions worth $9.7B. The largest are Nvidia Corporation Com (NVDA) at 5.0%, Cloudflare Inc (NET) at 4.2%, Amazon Com Inc Com (AMZN) at 4.1%, Netflix Inc Total (NFLX) at 2.9% and Quanta Svcs Inc Com (PWR) at 2.8%.

What did Gilder Gagnon Howe & Co LLC buy last quarter?

In Q2 2026, Gilder Gagnon Howe & Co LLC added Enphase Energy Inc (ENPH) (+62.1% shares), Arm Hldgs PLC Equity A Funsponsored ADR (ARM) (+13.0% shares) and Airbnb Inc (ABNB) (+13.0% shares), compared with its Q1 2026 filing.

What did Gilder Gagnon Howe & Co LLC sell last quarter?

In Q2 2026, Gilder Gagnon Howe & Co LLC cut from its top 50 Shake Shack Inc (SHAK), cut from its top 50 Arcutis Biotherapeutics Inc (ARQT), cut from its top 50 Roblox Corporation (RBLX), cut from its top 50 Figure Technology Solutio (FIGR), cut from its top 50 Pool Corp (POOL), Micron Technology Inc (MU) (-47.7% shares), Natera Inc Com (NTRA) (-34.1% shares) and Sitime Corp (SITM) (-26.2% shares), compared with its Q1 2026 filing.

How has Gilder Gagnon Howe & Co LLC's portfolio performed?

A portfolio copying Gilder Gagnon Howe & Co LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -5.7% against +20.1%. Over 5 years: -1.5% a year against +11.6%.

When is Gilder Gagnon Howe & Co LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Gilder Gagnon Howe & Co LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Gilder Gagnon Howe & Co LLC manage?

Gilder Gagnon Howe & Co LLC reported $12.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $9.7B.