GILDER GAGNON HOWE & CO LLC

data from 30/09/2025

Capitalization

$ 9.814 B 4.19 %

Average holding period

13 ans

Performance

$ 1.078 T 219 697.42 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in GILDER GAGNON HOWE & CO LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NFLX NETFLIX INC 5.48% 538.308 M $ 448994 2013/06/30 -66.036 M $ -10.47 %
2025/09/30 NVDA NVIDIA CORPORATION 5.14% 504.350 M $ 2703132 2015/12/31 79.014 M $ 18.10 %
2025/09/30 AMZN AMAZON COM INC 4.06% 398.262 M $ 1813827 2013/06/30 335.836 K $ 0.08 %
2025/09/30 NET CLOUDFLARE INC 4.02% 394.079 M $ 1836430 2019/09/30 36.692 M $ 9.58 %
2025/09/30 SHOP SHOPIFY INC 3.50% 343.951 M $ 2314457 2015/06/30 79.516 M $ 28.83 %
2025/09/30 TSLA TESLA INC 3.41% 334.669 M $ 752539 2013/06/30 96.624 M $ 40.00 %
2025/09/30 META META PLATFORMS INC 3.15% 309.191 M $ 421023 2013/06/30 -1.636 M $ -0.50 %
2025/09/30 RBLX ROBLOX CORP 2.41% 236.802 M $ 1709516 2021/03/31 57.848 M $ 31.67 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 2.19% 215.036 M $ 480817 2016/12/31 -47.366 M $ -17.70 %
2025/09/30 DUOL DUOLINGO INC 1.88% 184.263 M $ 572528 2021/09/30 -52.266 M $ -21.51 %
2025/09/30 TOST TOAST INC 1.71% 167.426 M $ 4585760 2021/09/30 -34.050 M $ -17.57 %
2025/09/30 PWR QUANTA SVCS INC 1.67% 163.807 M $ 395269 2021/03/31 14.545 M $ 9.61 %
2025/09/30 NTRA NATERA INC 1.57% 154.370 M $ 958997 2019/09/30 -8.268 M $ -4.72 %
2025/09/30 ALNY ALNYLAM PHARMACEUTICALS INC 1.53% 150.171 M $ 329321 2013/06/30 43.791 M $ 39.84 %
2025/09/30 TKO TKO GROUP HOLDINGS INC 1.47% 143.961 M $ 712818 2024/03/31 14.459 M $ 11.00 %
2025/09/30 ERJ EMBRAER S.A. 1.46% 143.566 M $ 2374954 2024/06/30 9.132 M $ 6.22 %
2025/09/30 APPF APPFOLIO INC 1.45% 142.723 M $ 517750 2019/03/31 23.840 M $ 19.71 %
2025/09/30 MELI MERCADOLIBRE INC 1.32% 129.191 M $ 55282 2013/06/30 -15.637 M $ -10.59 %
2025/09/30 ANET ARISTA NETWORKS INC 1.25% 122.692 M $ 842028 2024/12/31 38.336 M $ 42.42 %
2025/09/30 SHAK SHAKE SHACK INC 1.25% 122.285 M $ 1306324 2015/03/31 -66.693 M $ -33.42 %
2025/09/30 GOOGL ALPHABET INC 1.22% 119.866 M $ 493071 2015/12/31 33.623 M $ 37.94 %
2025/09/30 FIGR FIGURE TECHNOLOGY SOLUTIO 1.21% 119.015 M $ 3272349 2025/09/30 0.000 $ 0.00 %
2025/09/30 NEBIUS GROUP N.V. 1.20% 117.796 M $ 1049218 2025/06/30 50.773 M $ 102.91 %
2025/09/30 SITM SITIME CORP 1.18% 116.099 M $ 385313 2019/12/31 34.770 M $ 41.41 %
2025/09/30 QXO QXO INC 1.12% 110.327 M $ 5788385 2025/06/30 -12.963 M $ -11.51 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 1.10% 107.718 M $ 1103325 2024/06/30 -11.005 M $ -9.11 %
2025/09/30 SN SHARKNINJA INC 1.07% 104.823 M $ 1016215 2024/09/30 3.747 M $ 4.20 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 1.01% 98.733 M $ 141451 2023/03/31 -10.056 M $ -9.04 %
2025/09/30 GOOG ALPHABET INC 0.99% 97.316 M $ 399575 2015/12/31 26.923 M $ 37.30 %
2025/09/30 ROKU ROKU INC 0.99% 96.697 M $ 965711 2017/09/30 10.651 M $ 13.93 %
2025/09/30 HOOD ROBINHOOD MKTS INC 0.91% 89.103 M $ 622318 2025/03/31 16.159 M $ 52.92 %
2025/09/30 POOL POOL CORP 0.91% 89.061 M $ 287230 2013/06/30 5.230 M $ 6.38 %
2025/09/30 LPLA LPL FINL HLDGS INC 0.90% 88.484 M $ 265966 2023/06/30 -11.438 M $ -11.28 %
2025/09/30 MSFT MICROSOFT CORP 0.90% 87.984 M $ 169870 2015/12/31 3.632 M $ 4.13 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.87% 85.243 M $ 509460 2024/03/31 22.785 M $ 35.76 %
2025/09/30 ARQT ARCUTIS BIOTHERAPEUTICS INC 0.85% 83.489 M $ 4429108 2024/03/31 20.072 M $ 34.45 %
2025/09/30 GAP INC 0.83% 81.636 M $ 3816566 2024/06/30 -1.588 M $ -1.93 %
2025/09/30 HUBS HUBSPOT INC 0.82% 80.366 M $ 171795 2014/12/31 -15.626 M $ -15.96 %
2025/09/30 NYT NEW YORK TIMES CO 0.81% 79.465 M $ 1384413 2018/03/31 2.294 M $ 2.54 %
2025/09/30 FNV FRANCO NEV CORP 0.79% 77.706 M $ 348596 2013/06/30 20.660 M $ 35.99 %
2025/09/30 PCOR PROCORE TECHNOLOGIES INC 0.77% 75.754 M $ 1038866 2021/06/30 4.932 M $ 6.58 %
2025/09/30 AFRM AFFIRM HLDGS INC 0.73% 71.214 M $ 974471 2021/03/31 5.262 M $ 5.70 %
2025/09/30 TBBB BBB FOODS INC 0.70% 68.713 M $ 2548695 2024/03/31 -2.271 M $ -2.88 %
2025/09/30 FRPT FRESHPET INC 0.66% 64.966 M $ 1178848 2017/06/30 -16.957 M $ -18.91 %
2025/09/30 TEM TEMPUS AI INC 0.64% 62.795 M $ 778028 2024/12/31 7.093 M $ 27.02 %
2025/09/30 PRCH PORCH GROUP INC 0.64% 62.575 M $ 3729166 2025/03/31 12.274 M $ 42.32 %
2025/09/30 SPNT SIRIUSPOINT LTD 0.63% 61.706 M $ 3411075 2022/09/30 -7.795 M $ -11.28 %
2025/09/30 TTAN SERVICETITAN INC 0.63% 61.696 M $ 611880 2024/12/31 -3.917 M $ -5.92 %
2025/09/30 BOOT BOOT BARN HLDGS INC 0.62% 60.785 M $ 366795 2023/03/31 6.260 M $ 9.03 %
2025/09/30 ARX ACCELERANT HOLDINGS 0.59% 58.045 M $ 3898272 2025/09/30 0.000 $ 0.00 %
2025/09/30 SFM SPROUTS FMRS MKT INC 0.59% 57.909 M $ 532250 2022/03/31 -30.202 M $ -33.92 %
2025/09/30 ESLT ELBIT SYS LTD 0.57% 56.035 M $ 109915 2025/03/31 6.745 M $ 13.41 %
2025/09/30 TLN TALEN ENERGY CORP 0.56% 55.426 M $ 130297 2024/09/30 21.995 M $ 46.29 %
2025/09/30 CALX CALIX INC 0.56% 55.394 M $ 902621 2018/12/31 7.474 M $ 15.38 %
2025/09/30 ABNB AIRBNB INC 0.55% 53.711 M $ 442357 2020/12/31 -4.959 M $ -8.25 %
2025/09/30 XMTR XOMETRY INC 0.54% 52.717 M $ 967811 2025/03/31 17.781 M $ 61.20 %
2025/09/30 RIVN RIVIAN AUTOMOTIVE INC 0.54% 52.631 M $ 3585239 2024/06/30 3.424 M $ 6.84 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.53% 52.166 M $ 285965 2024/03/31 26.716 M $ 33.82 %
2025/09/30 CBOE CBOE GLOBAL MKTS INC 0.52% 50.610 M $ 206360 2023/12/31 2.731 M $ 5.16 %
2025/09/30 MLM MARTIN MARIETTA MATLS INC 0.50% 49.443 M $ 78446 2014/03/31 6.471 M $ 14.81 %
2025/09/30 ARM ARM HOLDINGS PLC 0.50% 49.248 M $ 348067 2023/09/30 -7.029 M $ -12.52 %
2025/09/30 SATS ECHOSTAR CORP 0.49% 47.663 M $ 624187 2024/03/31 5.772 M $ 175.67 %
2025/09/30 WRBY WARBY PARKER INC 0.47% 46.010 M $ 1668224 2022/09/30 9.532 M $ 25.76 %
2025/09/30 FND FLOOR & DECOR HLDGS INC 0.42% 41.083 M $ 557436 2017/06/30 -1.286 M $ -2.98 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.42% 40.994 M $ 83597 2019/06/30 -1.668 M $ -3.72 %
2025/09/30 LOAR LOAR HOLDINGS INC 0.39% 38.016 M $ 475204 2024/06/30 -2.924 M $ -7.16 %
2025/09/30 GE GE AEROSPACE 0.37% 36.600 M $ 121669 2023/09/30 5.329 M $ 16.87 %
2025/09/30 SITE SITEONE LANDSCAPE SUPPLY INC 0.37% 35.879 M $ 278565 2016/06/30 1.913 M $ 6.50 %
2025/09/30 MDB MONGODB INC 0.36% 35.715 M $ 115069 2017/12/31 10.751 M $ 47.81 %
2025/09/30 GTLS CHART INDS INC 0.36% 35.337 M $ 176553 2022/12/31 6.508 M $ 21.56 %
2025/09/30 TSEM TOWER SEMICONDUCTOR LTD 0.36% 34.992 M $ 483983 2025/09/30 0.000 $ 0.00 %
2025/09/30 FIG FIGMA INC 0.35% 34.656 M $ 668140 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRCB BLACK ROCK COFFEE BAR INC 0.34% 33.669 M $ 1411127 2025/09/30 0.000 $ 0.00 %
2025/09/30 FWRG FIRST WATCH RESTAURANT GROUP 0.34% 33.560 M $ 2145809 2023/03/31 -876.036 K $ -2.49 %
2025/09/30 DKS DICKS SPORTING GOODS INC 0.34% 33.173 M $ 149279 2021/06/30 3.675 M $ 12.34 %
2025/09/30 ALHC ALIGNMENT HEALTHCARE INC 0.34% 32.877 M $ 1884076 2025/06/30 502.413 K $ 24.64 %
2025/09/30 IBN ICICI BANK LIMITED 0.31% 30.827 M $ 1019743 2018/03/31 -3.599 M $ -10.14 %
2025/09/30 TXRH TEXAS ROADHOUSE INC 0.31% 30.679 M $ 184646 2023/12/31 -2.926 M $ -11.34 %
2025/09/30 U UNITY SOFTWARE INC 0.30% 29.832 M $ 745055 2025/09/30 0.000 $ 0.00 %
2025/09/30 IGIC INTL GNRL INSURANCE HLDNGS L 0.29% 28.780 M $ 1240534 2020/03/31 -1.019 M $ -3.41 %
2025/09/30 GKOS GLAUKOS CORP 0.28% 27.281 M $ 334532 2022/12/31 -15.232 M $ -21.05 %
2025/09/30 OSCR OSCAR HEALTH INC 0.27% 26.907 M $ 1421405 2021/12/31 -12.323 M $ -11.71 %
2025/09/30 KTOS KRATOS DEFENSE & SEC SOLUTIO 0.25% 24.934 M $ 272893 2024/06/30 10.449 M $ 96.71 %
2025/09/30 BBIO BRIDGEBIO PHARMA INC 0.24% 24.012 M $ 462311 2021/03/31 4.077 M $ 20.29 %
2025/09/30 HDB HDFC BANK LTD 0.24% 23.836 M $ 697781 2013/06/30 -15.179 M $ -55.45 %
2025/09/30 CSGP COSTAR GROUP INC 0.24% 23.497 M $ 278503 2024/03/31 974.365 K $ 4.94 %
2025/09/30 FTAI FTAI AVIATION LTD 0.24% 23.254 M $ 139364 2024/03/31 9.072 M $ 45.05 %
2025/09/30 OPCH OPTION CARE HEALTH INC 0.23% 22.860 M $ 823478 2020/03/31 -3.911 M $ -14.53 %
2025/09/30 CYTK CYTOKINETICS INC 0.22% 21.382 M $ 389055 2022/09/30 4.189 M $ 66.34 %
2025/09/30 MA MASTERCARD INCORPORATED 0.19% 18.749 M $ 32961 2014/09/30 241.136 K $ 1.22 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.19% 18.578 M $ 66519 2024/06/30 3.352 M $ 23.31 %
2025/09/30 WRB BERKLEY W R CORP 0.19% 18.565 M $ 242297 2013/06/30 766.445 K $ 4.29 %
2025/09/30 SNOW SNOWFLAKE INC 0.19% 18.482 M $ 81944 2025/03/31 159.242 K $ 0.80 %
2025/09/30 TDG TRANSDIGM GROUP INC 0.19% 18.378 M $ 13944 2014/03/31 -2.600 M $ -13.32 %
2025/09/30 VIA VIA TRANSN INC 0.17% 17.067 M $ 354981 2025/09/30 0.000 $ 0.00 %
2025/09/30 CB CHUBB LIMITED 0.17% 16.784 M $ 59466 2020/06/30 -558.868 K $ -2.58 %
2025/09/30 BNTX BIONTECH SE 0.17% 16.654 M $ 168871 2021/06/30 -5.241 M $ -7.37 %
2025/09/30 MGY MAGNOLIA OIL & GAS CORP 0.17% 16.502 M $ 691325 2018/12/31 1.033 M $ 6.18 %
2025/09/30 UTI UNIVERSAL TECHNICAL INST INC 0.17% 16.444 M $ 505198 2025/03/31 -638.487 K $ -3.95 %
2025/09/30 RBRK RUBRIK INC. 0.16% 15.810 M $ 192223 2024/06/30 -1.425 M $ -8.19 %