SEC 13F Intelligence

Managers / Q2 2025 · view latest →

GILDER GAGNON HOWE & CO LLC

CIK 0000902464 · 475 10TH AVENUE, NEW YORK, NY, 10018 · 2127652500

Reported Value
$9.4B
Q2 2025
Positions
238
Filings on Record
31
2019–present window
Filed
Aug 14, 2025
original filing

Summary

Gilder Gagnon Howe & Co LLC reported $9.4B in U.S.-listed holdings across 238 positions for Q2 2025.

Its largest position, NFLX, represents 6.7% of the portfolio.

Compared with Q1 2025, the fund opened 34 new positions and exited 29.

Portfolio Metrics

Turnover
+7.2%
vs prior filed quarter
Top-10 Concentration
+36.2%
share of reported value
Largest Position
+6.7%
Netflix
New / Exited
34 / 29
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $7.1BQ4 ’18Q1 ’19: $9.4BQ2 ’19: $9.9BQ3 ’19: $8.1BQ4 ’19: $9.6BQ4 ’19Q1 ’20: $8.3BQ2 ’20: $12.8BQ3 ’20: $16.2BQ4 ’20: $20.1BQ4 ’20Q1 ’21: $18.6BQ2 ’21: $20.4BQ3 ’21: $19.3BQ4 ’21: $17.6BQ4 ’21Q1 ’22: $10.8BQ2 ’22: $5.6BQ3 ’22: $5.7BQ4 ’22: $5.4BQ4 ’22Q1 ’23: $6.0BQ2 ’23: $7.3BQ3 ’23: $6.6BQ4 ’23: $7.3BQ4 ’23Q1 ’24: $8.0BQ2 ’24: $8.0BQ3 ’24: $8.4BQ4 ’24: $9.3BQ4 ’24Q1 ’25: $7.7BQ2 ’25: $9.4BQ3 ’25: $9.8BQ4 ’25: $9.5BQ4 ’25Q1 ’26: $8.3Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 89.3%Other: 6.3%ADR: 4.1%REIT: 0.1%Tracking Stk: 0.1%
  • Common Stock · 89.3% · $8.4B
  • Other · 6.3% · $595M
  • ADR · 4.1% · $388M
  • REIT · 0.1% · $13M
  • Tracking Stk · 0.1% · $8M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
QXOQXO INCNEW+5.23M5.23M+$113M$113M
NEBIUS GROUP N.V.NEW+891.7K891.7K+$49M$49M
CRCLCIRCLE INTERNET GROUP INCNEW+206.1K206.1K+$37M$37M
LYVLIVE NATION ENTERTAINMENT INNEW+85.2K85.2K+$13M$13M
WWDWOODWARD INCNEW+48.1K48.1K+$12M$12M
HNGEHINGE HEALTH INCNEW+185.8K185.8K+$10M$10M
EVLVEVOLV TECHNOLOGIES HLDNGS INNEW+1.13M1.13M+$7M$7M
CHYMCHIME FINL INCNEW+159.0K159.0K+$5M$5M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

49 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1NFLXNETFLIX INChistory →COM6.70%$631M471.0K
2NVDANVIDIA CORPORATIONhistory →COM4.64%$437M2.76M
3AMZNAMAZON COM INChistory →COM4.35%$409M1.87M
4NETCLOUDFLARE INChistory →CL A COM4.07%$383M1.96M
5METAMETA PLATFORMS INChistory →CL A3.45%$325M440.8K
6SHOPSHOPIFY INChistory →CL A SUB VTG SHS2.93%$276M2.39M
7ISRGINTUITIVE SURGICAL INChistory →COM NEW2.84%$268M492.5K
8DUOLDUOLINGO INChistory →CL A COM2.58%$243M592.7K
9TSLATESLA INChistory →COM2.56%$242M760.5K
10SHAKSHAKE SHACK INChistory →CL A2.12%$200M1.42M
11TOSTTOAST INChistory →CL A2.06%$194M4.38M
12RBLXROBLOX CORPhistory →CL A1.94%$183M1.74M
13NTRANATERA INChistory →COM1.86%$175M1.04M
14GOOGLALPHABET INChistory →CAP STK CL A · CAP STK CL C1.71%$161M909.8K
15PWRQUANTA SVCS INChistory →COM1.61%$151M400.3K
16MLB1MERCADOLIBRE INChistory →COM1.57%$148M56.5K
17EMBJEMBRAER S.A.history →SPONSORED ADS1.56%$147M2.58M
18TKOTKO GROUP HOLDINGS INChistory →CL A1.40%$131M722.6K
19APPFAPPFOLIO INChistory →COM CL A1.28%$121M525.3K
20BSXBOSTON SCIENTIFIC CORPhistory →COM1.28%$121M1.13M
21QXOQXO INChistory →COM NEW1.20%$113M5.23M
22SPOTIFY TECHNOLOGY S ASHS1.18%$111M145.0K
23ALNYALNYLAM PHARMACEUTICALS INChistory →COM1.17%$110M337.1K
24OSCROSCAR HEALTH INChistory →CL A1.12%$105M4.91M
25LPLALPL FINL HLDGS INChistory →COM1.08%$101M270.5K
26HUBSHUBSPOT INChistory →COM1.04%$98M175.9K
27AFRMAFFIRM HLDGS INChistory →COM CL A0.98%$92M1.34M
28NYTNEW YORK TIMES COhistory →CL A0.96%$90M1.62M
29ANETARISTA NETWORKS INChistory →COM SHS0.96%$90M883.3K
30FRPTFRESHPET INChistory →COM0.95%$90M1.32M
31SHARKNINJA INCCOM SHS0.95%$89M900.7K
32SFMSPROUTS FMRS MKT INChistory →COM0.95%$89M540.9K
33MSFTMICROSOFT CORPhistory →COM0.93%$88M176.8K
34SITMSITIME CORPhistory →COM0.89%$84M394.1K
35GAPGAP INChistory →COM0.88%$82M3.78M
36POOLPOOL CORPhistory →COM0.87%$82M281.3K
37PLTRPALANTIR TECHNOLOGIES INChistory →CL A0.84%$79M579.5K
38BBB FOODS INCCL A COM0.84%$79M2.84M
39ROKUROKU INChistory →COM CL A0.81%$76M870.2K
40PCORPROCORE TECHNOLOGIES INChistory →COM0.80%$75M1.10M
41GKOSGLAUKOS CORPhistory →COM0.77%$72M700.6K
42BNTXBIONTECH SEhistory →SPONSORED ADS0.75%$71M667.6K
43BOOTBOOT BARN HLDGS INChistory →COM0.74%$69M456.3K
44SIRIUSPOINT LTDCOM0.73%$69M3.39M
45TTANSERVICETITAN INChistory →SHS CL A0.70%$66M616.9K
46MUMICRON TECHNOLOGY INChistory →COM0.68%$64M517.0K
47ABNBAIRBNB INChistory →COM CL A0.64%$60M454.1K
48KNFKNIFE RIVER CORPhistory →COMMON STOCK0.62%$58M714.5K
49ARQTARCUTIS BIOTHERAPEUTICS INChistory →COM0.62%$58M4.16M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$8.3B252May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$9.5B250Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$9.8B249Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$9.4B238Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$7.7B233May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$9.3B254Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$8.4B250Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$8.0B251Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$8.0B257May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$7.3B250Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$6.6B258Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$7.3B342Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$6.0B245May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$5.4B244Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$5.7B247Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$5.6B249Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$10.8B289May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$17.6B401Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$19.3B434Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$20.4B420Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$18.6B403May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$20.1B346Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$16.2B352Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$12.8B318Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$8.3B292May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$9.6B300Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$8.1B262Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$9.9B284Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$9.4B276May 17, 201913F-HRchanges · EDGAR ↗
Q4 2018$7.1B267Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.