GILDER GAGNON HOWE & CO LLC
data from 31/03/2026
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 (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 5.30% | 441.654 M $ | 2532418 | 2015/12/31 | -31.214 M $ | -6.49 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 4.84% | 403.046 M $ | 4191843 | 2013/06/30 | 10.433 M $ | 2.55 % |
| 2026/03/31 | NET | CLOUDFLARE INC | 4.40% | 366.907 M $ | 1778168 | 2019/09/30 | 16.123 M $ | 4.66 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 4.38% | 364.887 M $ | 1751990 | 2013/06/30 | -40.581 M $ | -9.77 % |
| 2026/03/31 | SHOP | SHOPIFY INC | 3.07% | 255.596 M $ | 2154743 | 2015/06/30 | -92.255 M $ | -26.31 % |
| 2026/03/31 | TSLA | TESLA INC | 2.76% | 230.374 M $ | 619700 | 2013/06/30 | -56.645 M $ | -17.34 % |
| 2026/03/31 | META | META PLATFORMS INC | 2.70% | 225.458 M $ | 394067 | 2013/06/30 | -36.086 M $ | -13.33 % |
| 2026/03/31 | ISRG | INTUITIVE SURGICAL INC | 2.49% | 207.241 M $ | 449557 | 2016/12/31 | -49.897 M $ | -18.60 % |
| 2026/03/31 | PWR | QUANTA SVCS INC | 2.46% | 205.167 M $ | 373698 | 2021/03/31 | 47.403 M $ | 30.08 % |
| 2026/03/31 | NTRA | NATERA INC | 1.81% | 151.047 M $ | 755275 | 2019/09/30 | -24.104 M $ | -12.70 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 1.65% | 137.681 M $ | 478792 | 2015/12/31 | -12.359 M $ | -8.13 % |
| 2026/03/31 | SATS | ECHOSTAR CORP | 1.65% | 137.437 M $ | 1173977 | 2024/03/31 | 7.779 M $ | 7.70 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 1.56% | 130.273 M $ | 385605 | 2024/03/31 | 26.023 M $ | 18.37 % |
| 2026/03/31 | EMBRAER S.A. | 1.51% | 125.764 M $ | 2119373 | 2024/06/30 | -11.477 M $ | -7.67 % | |
| 2026/03/31 | GOOG | ALPHABET INC | 1.44% | 120.409 M $ | 419748 | 2015/12/31 | -10.501 M $ | -8.59 % |
| 2026/03/31 | QXO | QXO INC | 1.40% | 116.300 M $ | 5988681 | 2025/06/30 | 809.387 K $ | 0.67 % |
| 2026/03/31 | TKO | TKO GROUP HOLDINGS INC | 1.37% | 113.914 M $ | 564911 | 2024/03/31 | -5.105 M $ | -3.52 % |
| 2026/03/31 | NYT | NEW YORK TIMES CO MTN BE | 1.36% | 113.578 M $ | 1356477 | 2018/03/31 | 19.299 M $ | 20.61 % |
| 2026/03/31 | SITM | SITIME CORP | 1.35% | 112.608 M $ | 326068 | 2019/12/31 | -2.911 M $ | -2.22 % |
| 2026/03/31 | TOST | TOAST INC | 1.29% | 107.873 M $ | 4069162 | 2021/09/30 | -39.515 M $ | -25.35 % |
| 2026/03/31 | SHAK | SHAKE SHACK INC | 1.23% | 102.234 M $ | 1155577 | 2015/03/31 | 9.265 M $ | 8.99 % |
| 2026/03/31 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | 1.22% | 101.402 M $ | 4304010 | 2024/03/31 | -24.407 M $ | -18.87 % |
| 2026/03/31 | SN | SHARKNINJA INC | 1.22% | 101.358 M $ | 957107 | 2024/09/30 | -5.944 M $ | -5.36 % |
| 2026/03/31 | HOOD | ROBINHOOD MKTS INC | 1.20% | 100.293 M $ | 1447235 | 2025/03/31 | -33.855 M $ | -38.73 % |
| 2026/03/31 | NBIS | NEBIUS GROUP N.V. | 1.18% | 98.685 M $ | 951093 | 2025/06/30 | 20.330 M $ | 23.95 % |
| 2026/03/31 | ANET | ARISTA NETWORKS INC | 1.17% | 97.883 M $ | 797221 | 2024/12/31 | -6.736 M $ | -6.30 % |
| 2026/03/31 | MELI | MERCADOLIBRE INC | 1.15% | 96.051 M $ | 55552 | 2013/06/30 | -15.621 M $ | -14.16 % |
| 2026/03/31 | RBLX | ROBLOX CORP | 1.14% | 95.052 M $ | 1680558 | 2021/03/31 | -41.651 M $ | -30.20 % |
| 2026/03/31 | ESLT | ELBIT SYS LTD | 1.14% | 94.830 M $ | 111684 | 2025/03/31 | 29.071 M $ | 46.98 % |
| 2026/03/31 | ALNY | ALNYLAM PHARMACEUTICALS INC | 1.11% | 92.674 M $ | 280092 | 2013/06/30 | -21.323 M $ | -16.79 % |
| 2026/03/31 | TBBB | BBB FOODS INC | 1.08% | 90.343 M $ | 2554224 | 2024/03/31 | 4.973 M $ | 5.93 % |
| 2026/03/31 | GAP INC | 1.07% | 88.864 M $ | 3672048 | 2024/06/30 | 15.090 M $ | 15.78 % | |
| 2026/03/31 | FNV | FRANCO NEV CORP | 1.00% | 83.429 M $ | 337700 | 2013/06/30 | 13.567 M $ | 19.19 % |
| 2026/03/31 | TSEM | TOWER SEMICONDUCTOR LTD | 0.99% | 82.733 M $ | 471466 | 2025/09/30 | 27.402 M $ | 49.45 % |
| 2026/03/31 | ENPH | ENPHASE ENERGY INC | 0.97% | 81.155 M $ | 2146391 | 2014/03/31 | 189.342 K $ | 17.97 % |
| 2026/03/31 | SPHR | SPHERE ENTERTAINMENT CO | 0.79% | 65.915 M $ | 561457 | 2025/12/31 | 12.525 M $ | 23.48 % |
| 2026/03/31 | FIGR | FIGURE TECHNOLOGY SOLUTIO | 0.79% | 65.546 M $ | 1930651 | 2025/09/30 | -13.815 M $ | -16.87 % |
| 2026/03/31 | SPNT | SIRIUSPOINT LTD | 0.76% | 63.453 M $ | 2945802 | 2022/09/30 | -1.153 M $ | -1.60 % |
| 2026/03/31 | ARM | ARM HOLDINGS PLC | 0.74% | 61.761 M $ | 408257 | 2023/09/30 | 15.392 M $ | 38.40 % |
| 2026/03/31 | LPLA | LPL FINL HLDGS INC | 0.70% | 58.579 M $ | 194726 | 2023/06/30 | -14.596 M $ | -15.77 % |
| 2026/03/31 | POOL | POOL CORP | 0.68% | 57.047 M $ | 281950 | 2013/06/30 | -7.420 M $ | -11.55 % |
| 2026/03/31 | CBOE | CBOE GLOBAL MKTS INC | 0.68% | 57.040 M $ | 202940 | 2023/12/31 | 6.234 M $ | 11.98 % |
| 2026/03/31 | SPOT | SPOTIFY TECHNOLOGY S A | 0.68% | 56.968 M $ | 117482 | 2023/03/31 | -12.443 M $ | -16.50 % |
| 2026/03/31 | ABNB | AIRBNB INC | 0.64% | 53.628 M $ | 424679 | 2020/12/31 | -4.083 M $ | -6.96 % |
| 2026/03/31 | RIVN | RIVIAN AUTOMOTIVE INC | 0.64% | 53.391 M $ | 3547581 | 2024/06/30 | -16.785 M $ | -23.64 % |
| 2026/03/31 | BOOT | BOOT BARN HLDGS INC | 0.61% | 50.902 M $ | 347787 | 2023/03/31 | -10.778 M $ | -17.06 % |
| 2026/03/31 | RDDT | REDDIT INC | 0.61% | 50.654 M $ | 376189 | 2025/09/30 | -39.187 M $ | -41.42 % |
| 2026/03/31 | DUOL | DUOLINGO INC | 0.60% | 50.128 M $ | 508550 | 2021/09/30 | -38.937 M $ | -43.83 % |
| 2026/03/31 | ARX | ACCELERANT HOLDINGS | 0.60% | 50.011 M $ | 3743364 | 2025/09/30 | -11.072 M $ | -18.29 % |
| 2026/03/31 | MDA | MDA SPACE LTD | 0.59% | 48.922 M $ | 1932161 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FRPT | FRESHPET INC | 0.57% | 47.673 M $ | 808566 | 2017/06/30 | -2.079 M $ | -3.23 % |
| 2026/03/31 | LASR | NLIGHT INC | 0.54% | 44.834 M $ | 786285 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AFRM | AFFIRM HLDGS INC | 0.53% | 43.896 M $ | 958005 | 2021/03/31 | -27.263 M $ | -38.44 % |
| 2026/03/31 | TBN | TAMBORAN RES CORP | 0.50% | 42.045 M $ | 841063 | 2025/09/30 | 18.086 M $ | 83.58 % |
| 2026/03/31 | FTAI | FTAI AVIATION LTD | 0.50% | 42.021 M $ | 171513 | 2024/03/31 | 9.053 M $ | 24.46 % |
| 2026/03/31 | APPF | APPFOLIO INC | 0.50% | 41.874 M $ | 265330 | 2019/03/31 | -31.386 M $ | -32.16 % |
| 2026/03/31 | MLM | MARTIN MARIETTA MATLS INC | 0.49% | 40.721 M $ | 69173 | 2014/03/31 | -2.669 M $ | -5.46 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.48% | 40.274 M $ | 275323 | 2024/03/31 | -7.607 M $ | -17.70 % |
| 2026/03/31 | HUBS | HUBSPOT INC | 0.47% | 39.500 M $ | 161818 | 2014/12/31 | -26.085 M $ | -39.17 % |
| 2026/03/31 | LOB | LIVE OAK BANCSHARES INC | 0.47% | 39.456 M $ | 1193114 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AAOI | APPLIED OPTOELECTRONICS INC | 0.46% | 38.520 M $ | 455375 | 2025/06/30 | 23.622 M $ | 142.66 % |
| 2026/03/31 | TLN | TALEN ENERGY CORP | 0.46% | 38.365 M $ | 120181 | 2024/09/30 | -6.869 M $ | -14.84 % |
| 2026/03/31 | CALX | CALIX INC | 0.46% | 38.168 M $ | 779092 | 2018/12/31 | -3.498 M $ | -7.44 % |
| 2026/03/31 | TTAN | SERVICETITAN INC | 0.45% | 37.737 M $ | 594665 | 2024/12/31 | -25.724 M $ | -40.41 % |
| 2026/03/31 | XMTR | XOMETRY INC | 0.45% | 37.621 M $ | 921181 | 2025/03/31 | -19.041 M $ | -31.33 % |
| 2026/03/31 | AERO | GRUPO AEROMEXICO SAB DE CV | 0.41% | 34.153 M $ | 2437743 | 2025/12/31 | -21.282 M $ | -36.20 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.40% | 33.093 M $ | 116620 | 2023/09/30 | -3.257 M $ | -7.88 % |
| 2026/03/31 | ALHC | ALIGNMENT HEALTHCARE INC | 0.39% | 32.310 M $ | 1833691 | 2025/06/30 | -3.956 M $ | -10.78 % |
| 2026/03/31 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.38% | 32.000 M $ | 240400 | 2016/06/30 | 2.435 M $ | 6.86 % |
| 2026/03/31 | SFM | SPROUTS FMRS MKT INC | 0.38% | 31.412 M $ | 407258 | 2022/03/31 | -1.299 M $ | -3.19 % |
| 2026/03/31 | BBIO | BRIDGEBIO PHARMA INC | 0.37% | 31.213 M $ | 420325 | 2021/03/31 | -1.021 M $ | -2.92 % |
| 2026/03/31 | PRCH | PORCH GROUP INC | 0.36% | 29.934 M $ | 4174917 | 2025/03/31 | -8.521 M $ | -21.47 % |
| 2026/03/31 | TXRH | TEXAS ROADHOUSE INC | 0.36% | 29.753 M $ | 180168 | 2023/12/31 | -156.798 K $ | -0.52 % |
| 2026/03/31 | IGIC | INTL GNRL INSURANCE HLDNGS L | 0.35% | 29.404 M $ | 1213785 | 2020/03/31 | -1.049 M $ | -3.43 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.35% | 28.794 M $ | 77787 | 2015/12/31 | -18.458 M $ | -23.46 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.32% | 26.875 M $ | 79525 | 2024/06/30 | 2.183 M $ | 11.21 % |
| 2026/03/31 | ROKU | ROKU INC | 0.31% | 25.769 M $ | 272337 | 2017/09/30 | -6.676 M $ | -12.78 % |
| 2026/03/31 | LOAR | LOAR HOLDINGS INC | 0.30% | 25.257 M $ | 440868 | 2024/06/30 | -5.000 M $ | -15.75 % |
| 2026/03/31 | TDG | TRANSDIGM GROUP INC | 0.30% | 24.895 M $ | 21481 | 2014/03/31 | -4.364 M $ | -12.85 % |
| 2026/03/31 | VIA | VIA TRANSN INC | 0.28% | 23.094 M $ | 1539571 | 2025/09/30 | -17.342 M $ | -48.29 % |
| 2026/03/31 | SEI | SOLARIS ENERGY INFRAS INC | 0.28% | 23.057 M $ | 408023 | 2025/03/31 | 2.572 M $ | 22.93 % |
| 2026/03/31 | INTC | INTEL CORP | 0.28% | 22.997 M $ | 521122 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | C | CITIGROUP INC | 0.26% | 21.972 M $ | 193736 | 2025/12/31 | -700.378 K $ | -2.81 % |
| 2026/03/31 | CYTK | CYTOKINETICS INC | 0.26% | 21.815 M $ | 330989 | 2022/09/30 | 914.393 K $ | 3.73 % |
| 2026/03/31 | OPCH | OPTION CARE HEALTH INC | 0.26% | 21.567 M $ | 801142 | 2020/03/31 | -3.995 M $ | -15.51 % |
| 2026/03/31 | AAPL | APPLE INC | 0.24% | 20.060 M $ | 79040 | 2019/12/31 | -663.946 K $ | -6.65 % |
| 2026/03/31 | KYMR | KYMERA THERAPEUTICS INC | 0.24% | 19.609 M $ | 235433 | 2021/06/30 | 1.315 M $ | 7.04 % |
| 2026/03/31 | NKTR | NEKTAR THERAPEUTICS | 0.23% | 19.553 M $ | 271758 | 2025/06/30 | 6.180 M $ | 70.18 % |
| 2026/03/31 | TEM | TEMPUS AI INC | 0.21% | 17.389 M $ | 384548 | 2024/12/31 | -7.977 M $ | -23.42 % |
| 2026/03/31 | GLW | CORNING INC | 0.20% | 16.988 M $ | 124940 | 2024/09/30 | 855.985 K $ | 55.29 % |
| 2026/03/31 | AEHR | AEHR TEST SYS | 0.20% | 16.474 M $ | 444296 | 2025/09/30 | 5.370 M $ | 83.66 % |
| 2026/03/31 | GKOS | GLAUKOS CORP | 0.20% | 16.461 M $ | 152897 | 2022/12/31 | -810.820 K $ | -4.65 % |
| 2026/03/31 | WWD | WOODWARD INC | 0.20% | 16.400 M $ | 45819 | 2025/06/30 | 2.586 M $ | 18.39 % |
| 2026/03/31 | WRB | BERKLEY W R CORP | 0.19% | 15.923 M $ | 240239 | 2013/06/30 | -928.373 K $ | -5.48 % |
| 2026/03/31 | MDGL | MADRIGAL PHARMACEUTICALS INC | 0.18% | 15.385 M $ | 29391 | 2024/03/31 | -1.970 M $ | -10.11 % |
| 2026/03/31 | MGY | MAGNOLIA OIL & GAS CORP | 0.18% | 15.360 M $ | 486526 | 2018/12/31 | 6.330 M $ | 44.22 % |
| 2026/03/31 | ESTA | ESTABLISHMENT LABS HLDGS INC | 0.18% | 15.247 M $ | 268533 | 2025/12/31 | -2.749 M $ | -22.09 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.17% | 14.392 M $ | 16487 | 2024/06/30 | 5.780 M $ | 33.56 % |
| 2026/03/31 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | 0.17% | 14.103 M $ | 200017 | 2024/06/30 | -1.457 M $ | -7.11 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 0.17% | 13.857 M $ | 27732 | 2014/09/30 | -2.244 M $ | -12.48 % |