Arkolith/Funds/Gilder Gagnon Howe & Co LLC

Gilder Gagnon Howe & Co LLC

CIK 902464
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Gilder Gagnon Howe & Co LLC holds a diversified book of 252 stocks worth $8.3B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Mda Space Ltd and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 5% of the equity book.

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Use Arkolith to show GILDER GAGNON HOWE & CO LLC's latest
holdings, largest changes, and filing provenance.
Opened
35
new positions
Added to
62
existing
Trimmed
151
reduced
Sold out
33
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
34%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
39%
Consumer Discretionary
15%
Industrials
14%
Health Care
10%
Communication Services
10%
Financials
8%
Materials
2%
Consumer Staples
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

252 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$441.7M2.53M
5.3%
−1.8%
Reduced · −47K sh
2Netflix Inc.
COM
$403.0M4.19M
4.8%
−4.0%
Reduced · −174K sh
3Cloudflare Inc
CL A COM
$366.9M1.78M
4.4%
+1.4%
Added · +24K sh
4Amazon Com Inc
COM
$364.9M1.75M
4.4%
−2.6%
Reduced · −48K sh
5Shopify Inc
CL A SUB VTG SHS
$255.6M2.15M
3.1%
−1.1%
Reduced · −24K sh
6Tesla Inc
COM
$230.4M619.7K
2.8%
−15%
Reduced · −107K sh
7Meta Platforms Inc
CL A
$225.5M394.1K
2.7%
−3.9%
Reduced · −16K sh
8Intuitive Surgical Inc
COM NEW
$207.2M449.6K
2.5%
−5.1%
Reduced · −24K sh
9Quanta Svcs Inc
COM
$205.2M373.7K
2.5%
+0.1%
Added · +331 sh
10Natera Inc
COM
$151.0M755.3K
1.8%
−8.8%
Reduced · −73K sh
11Alphabet Inc
CAP STK CL A
$137.7M478.8K
1.7%
−1.4%
Reduced · −7K sh
12Echostar Corp
CL A
$137.4M1.17M
1.6%
+26%
Added · +245K sh
13Micron Technology Inc
COM
$130.3M385.6K
1.6%
−22%
Reduced · −111K sh
14Embraer S.A.
SPONSORED ADS
$125.8M2.12M
1.5%
−8.8%
Reduced · −204K sh
15Alphabet Inc
CAP STK CL C
$120.4M419.7K
1.4%
+7.7%
Added · +30K sh
16Qxo Inc
COM NEW
$116.3M5.99M
1.4%
−3.8%
Reduced · −237K sh
17Tko Group Holdings Inc
CL A
$113.9M564.9K
1.4%
−19%
Reduced · −130K sh
18New York Times Co MTN Be
CL A
$113.6M1.36M
1.4%
+0.6%
Added · +8K sh
19Sitime Corp
COM
$112.6M326.1K
1.4%
−12%
Reduced · −45K sh
20Toast Inc
CL A
$107.9M4.07M
1.3%
−7.3%
Reduced · −321K sh
21Shake Shack Inc
CL A
$102.2M1.16M
1.2%
−8.9%
Reduced · −114K sh
22Arcutis Biotherapeutics Inc
COM
$101.4M4.30M
1.2%
−3.4%
Reduced · −150K sh
23Sharkninja Inc
COM SHS
$101.4M957.1K
1.2%
−3.4%
Reduced · −34K sh
24Robinhood MKTS Inc
COM CL A
$100.3M1.45M
1.2%
+87%
Added · +674K sh
25Nebius Group N.V.
SHS CLASS A
$98.7M951.1K
1.2%
−6.2%
Reduced · −63K sh
26Arista Networks Inc
COM SHS
$97.9M797.2K
1.2%
−2.4%
Reduced · −19K sh
27Mercadolibre Inc
COM
$96.1M55.6K
1.2%
+1.4%
Added · +789 sh
28Roblox Corp
CL A
$95.1M1.68M
1.1%
−1.3%
Reduced · −22K sh
29Elbit Sys Ltd
ORD
$94.8M111.7K
1.1%
+4.3%
Added · +5K sh
30Alnylam Pharmaceuticals Inc
COM
$92.7M280.1K
1.1%
−12%
Reduced · −39K sh
31BBB Foods Inc
CL A COM
$90.3M2.55M
1.1%
+1.7%
Added · +43K sh
32Gap Inc
COM
$88.9M3.67M
1.1%
−1.7%
Reduced · −63K sh
33Franco Nev Corp
COM
$83.4M337.7K
1.0%
−1.0%
Reduced · −3K sh
34Tower Semiconductor Ltd
SHS NEW
$82.7M471.5K
1.0%
−0.1%
Reduced · −488 sh
35Enphase Energy Inc
COM
$81.2M2.15M
1.0%
65×
Added · +2.1M sh
36Sphere Entertainment Co
CL A
$65.9M561.5K
0.8%
+0.1%
Added · +311 sh
37Figure Technology Solutio
COM CL A
$65.5M1.93M
0.8%
−3.7%
Reduced · −74K sh
38Siriuspoint Ltd
COM
$63.5M2.95M
0.8%
−11%
Reduced · −348K sh
39Arm Holdings PLC
SPONSORED ADS
$61.8M408.3K
0.7%
+11%
Added · +42K sh
40LPL Finl Hldgs Inc
COM
$58.6M194.7K
0.7%
−25%
Reduced · −64K sh
41Pool Corp
COM
$57.0M281.9K
0.7%
+0.4%
Added · +1K sh
42Cboe Global MKTS Inc
COM
$57.0M202.9K
0.7%
−2.1%
Reduced · −4K sh
43Spotify Technology S A
SHS
$57.0M117.5K
0.7%
−9.5%
Reduced · −12K sh
44Airbnb Inc
COM CL A
$53.6M424.7K
0.6%
−1.8%
Reduced · −8K sh
45Rivian Automotive Inc
COM CL A
$53.4M3.55M
0.6%
−1.5%
Reduced · −54K sh
46Boot Barn Hldgs Inc
COM
$50.9M347.8K
0.6%
−2.8%
Reduced · −10K sh
47Reddit Inc
CL A
$50.7M376.2K
0.6%
−8.6%
Reduced · −35K sh
48Duolingo Inc
CL A COM
$50.1M508.6K
0.6%
+0.5%
Added · +2K sh
49Accelerant Holdings
CL A
$50.0M3.74M
0.6%
+1.1%
Added · +40K sh
50Mda Space Ltd
COM
$48.9M1.93M
0.6%
New
New position
Showing 50 of 252 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026252$8.3B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026250$9.5B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025249$9.8B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025238$9.4B13F-HR
Q1 2025Mar 31, 2025May 15, 2025233$7.7B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025254$9.3B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024250$8.4B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024251$8.0B13F-HR
Q1 2024Mar 31, 2024May 15, 2024257$8.0B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024250$7.3B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023258$6.6B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023342$7.3B13F-HR
Q1 2023Mar 31, 2023May 15, 2023245$6.0B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023244$5.4B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022247$5.7B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022249$5.6B13F-HR
Q1 2022Mar 31, 2022May 16, 2022289$10.8B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022401$17.6B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021434$19.3B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021420$20.4B13F-HR
Q1 2021Mar 31, 2021May 17, 2021403$18.6B13F-HR
Q4 2020Dec 31, 2020Feb 16, 2021346$20.1B13F-HR
Q3 2020Sep 30, 2020Nov 16, 2020352$16.2B13F-HR
Q2 2020Jun 30, 2020Aug 14, 2020318$12.8B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.