Gilder Gagnon Howe & Co LLC holds a diversified book of 274 stocks worth $9.7B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened RTX Corp and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Gilder Gagnon Howe & Co LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $252.3B |
| GOLDMAN SACHS GROUP INC | 79 / 80 | $121.6B |
| UBS Group AG | 79 / 80 | $60.6B |
| CITIGROUP INC | 79 / 80 | $28.2B |
| BlackRock, Inc. | 78 / 80 | $1.1T |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $130.8B |
| ROYAL BANK OF CANADA | 78 / 80 | $64.7B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $47.3B |
Ranked by how many of Gilder Gagnon Howe & Co LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $480.7M | 2.40M | 5.0% | ▼−5.1% Reduced · −130K sh | |
| 2 | Cloudflare Inc CL A COM | $409.2M | 1.67M | 4.2% | ▼−6.2% Reduced · −110K sh | |
| 3 | Amazon Com Inc COM | $401.4M | 1.68M | 4.1% | ▼−3.9% Reduced · −68K sh | |
| 4 | Netflix Inc. COM | $285.5M | 4.00M | 2.9% | ▼−4.6% Reduced · −193K sh | |
| 5 | Quanta Svcs Inc COM | $272.2M | 378.1K | 2.8% | ▲+1.2% Added · +4K sh | |
| 6 | Nebius Group N.V. SHS CLASS A | $240.5M | 870.8K | 2.5% | ▼−8.4% Reduced · −80K sh | |
| 7 | Tesla Inc COM | $239.4M | 569.3K | 2.5% | ▼−8.1% Reduced · −50K sh | |
| 8 | Micron Technology Inc COM | $232.8M | 201.6K | 2.4% | ▼−48% Reduced · −184K sh | |
| 9 | Shopify Inc CL A SUB VTG SHS | $209.6M | 1.84M | 2.2% | ▼−15% Reduced · −319K sh | |
| 10 | Meta Platforms Inc CL A | $194.5M | 345.4K | 2.0% | ▼−12% Reduced · −49K sh | |
| 11 | Alphabet Inc CAP STK CL A | $192.5M | 538.6K | 2.0% | ▲+12% Added · +60K sh | |
| 12 | Sitime Corp COM | $179.3M | 240.5K | 1.9% | ▼−26% Reduced · −86K sh | |
| 13 | Enphase Energy Inc COM | $171.3M | 3.48M | 1.8% | ▲+62% Added · +1.3M sh | |
| 14 | Arm Holdings PLC SPONSORED ADS | $163.6M | 461.5K | 1.7% | ▲+13% Added · +53K sh | |
| 15 | Intuitive Surgical Inc COM NEW | $161.6M | 406.3K | 1.7% | ▼−9.6% Reduced · −43K sh | |
| 16 | Alphabet Inc CAP STK CL C | $152.2M | 430.8K | 1.6% | ▲+2.6% Added · +11K sh | |
| 17 | Robinhood MKTS Inc COM CL A | $146.4M | 1.46M | 1.5% | ▲+0.9% Added · +13K sh | |
| 18 | Sharkninja Inc COM SHS | $142.4M | 935.2K | 1.5% | ▼−2.3% Reduced · −22K sh | |
| 19 | Natera Inc COM | $135.2M | 498.1K | 1.4% | ▼−34% Reduced · −257K sh | |
| 20 | Embraer S.A. SPONSORED ADS | $133.9M | 2.10M | 1.4% | ▼−1.0% Reduced · −21K sh | |
| 21 | Arista Networks Inc COM SHS | $129.7M | 763.3K | 1.3% | ▼−4.3% Reduced · −34K sh | |
| 22 | Intel Corp COM | $122.0M | 873.7K | 1.3% | ▲+68% Added · +353K sh | |
| 23 | Tower Semiconductor Ltd SHS NEW | $120.9M | 464.0K | 1.2% | ▼−1.6% Reduced · −7K sh | |
| 24 | Toast Inc CL A | $110.1M | 3.96M | 1.1% | ▼−2.8% Reduced · −112K sh | |
| 25 | Tko Group Holdings Inc CL A | $108.2M | 537.4K | 1.1% | ▼−4.9% Reduced · −27K sh | |
| 26 | BBB Foods Inc CL A COM | $104.9M | 2.52M | 1.1% | ▼−1.4% Reduced · −37K sh | |
| 27 | Sphere Entertainment Co CL A | $96.5M | 557.7K | 1.0% | ▼−0.7% Reduced · −4K sh | |
| 28 | New York Times Co MTN Be CL A | $93.7M | 1.34M | 1.0% | ▼−1.3% Reduced · −17K sh | |
| 29 | Echostar Corp CL A | $92.7M | 913.0K | 1.0% | ▼−22% Reduced · −261K sh | |
| 30 | Mercadolibre Inc COM | $90.4M | 53.2K | 0.9% | ▼−4.2% Reduced · −2K sh | |
| 31 | Affirm Hldgs Inc COM CL A | $90.4M | 1.11M | 0.9% | ▲+16% Added · +150K sh | |
| 32 | Qxo Inc COM NEW | $82.7M | 4.79M | 0.9% | ▼−20% Reduced · −1.2M sh | |
| 33 | Xometry Inc CLASS A COM | $82.7M | 857.1K | 0.9% | ▼−7.0% Reduced · −64K sh | |
| 34 | Alnylam Pharmaceuticals Inc COM | $81.0M | 269.1K | 0.8% | ▼−3.9% Reduced · −11K sh | |
| 35 | Acm Resh Inc COM CL A | $80.8M | 637.1K | 0.8% | ▲+794% Added · +566K sh | |
| 36 | Mda Space Ltd COM | $69.3M | 1.68M | 0.7% | ▼−13% Reduced · −253K sh | |
| 37 | Siriuspoint Ltd COM | $68.8M | 2.86M | 0.7% | ▼−2.8% Reduced · −81K sh | |
| 38 | Airbnb Inc COM CL A | $68.6M | 479.7K | 0.7% | ▲+13% Added · +55K sh | |
| 39 | Gap Inc COM | $68.4M | 3.66M | 0.7% | ▼−0.3% Reduced · −11K sh | |
| 40 | Elbit Sys Ltd ORD | $66.5M | 87.6K | 0.7% | ▼−22% Reduced · −24K sh | |
| 41 | Doordash Inc CL A | $66.3M | 359.4K | 0.7% | ▲11× Added · +327K sh | |
| 42 | Porch Group Inc COM | $65.9M | 4.38M | 0.7% | ▲+5.0% Added · +207K sh | |
| 43 | Franco Nev Corp COM | $64.8M | 310.7K | 0.7% | ▼−8.0% Reduced · −27K sh | |
| 44 | Reddit Inc CL A | $63.6M | 366.3K | 0.7% | ▼−2.6% Reduced · −10K sh | |
| 45 | Rivian Automotive Inc COM CL A | $62.3M | 3.59M | 0.6% | ▲+1.2% Added · +43K sh | |
| 46 | RTX Corporation COM | $59.3M | 312.5K | 0.6% | ▲New New position | |
| 47 | Nlight Inc COM | $58.6M | 841.0K | 0.6% | ▲+7.0% Added · +55K sh | |
| 48 | Duolingo Inc CL A COM | $57.8M | 502.3K | 0.6% | ▼−1.2% Reduced · −6K sh | |
| 49 | Boot Barn Hldgs Inc COM | $56.6M | 344.4K | 0.6% | ▼−1.0% Reduced · −3K sh | |
| 50 | LPL Finl Hldgs Inc COM | $54.4M | 193.0K | 0.6% | ▼−0.9% Reduced · −2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/902464/holdings"
Use Arkolith to show GILDER GAGNON HOWE & CO LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 274 | $9.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 252 | $8.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 250 | $9.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 249 | $9.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 238 | $9.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 233 | $7.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 254 | $9.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 250 | $8.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 251 | $8.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 257 | $8.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 250 | $7.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 258 | $6.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 342 | $7.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 245 | $6.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 244 | $5.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 247 | $5.7B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 249 | $5.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 289 | $10.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 401 | $17.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 434 | $19.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 420 | $20.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 403 | $18.6B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 346 | $20.1B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 352 | $16.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.