How many stocks does GILDER GAGNON HOWE & CO LLC own?

As of Q1 2026, GILDER GAGNON HOWE & CO LLC holds 252 positions in their 13F portfolio.

What is GILDER GAGNON HOWE & CO LLC's largest holding?

NVDA at 5.3% of portfolio, worth $441.7M.

What is GILDER GAGNON HOWE & CO LLC's total portfolio value?

$8.3B as of Q1 2026, tracked across 252 holdings.

Is GILDER GAGNON HOWE & CO LLC a hedge fund?

GILDER GAGNON HOWE & CO LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does GILDER GAGNON HOWE & CO LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has GILDER GAGNON HOWE & CO LLC's portfolio changed in Q1 2026?

View GILDER GAGNON HOWE & CO LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is GILDER GAGNON HOWE & CO LLC's investment strategy?

GILDER GAGNON HOWE & CO LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

GILDER GAGNON HOWE & CO LLC Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

GGGILDER GAGNON HOWE & CO LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$8.3B

AUM

252

Positions

Q1 2026

Filing

Rating · 4.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New9%Increased21%Decreased64%Exited6%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 3.4 years

<1Q9%1-4Q19%1-2Y11%2Y+62%

Q1 2026 Summary

Active quarter - 35 new positions, 33 exits, 62 increased. Top move: NET (INCREASED, conviction 58). Portfolio: $8.3B across 252 positions.

Portfolio Allocation

Top holdings by portfolio weight

NVDA5.30%

NFLX4.84%

NET4.40%

AMZN4.38%

SHOP3.07%

TSLA2.76%

META2.70%

ISRG2.49%

PWR2.46%

NTRA1.81%

Other1.65%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CIEN5Q held

CIENA CORP

Avg $67.32 · $5.2M est. P&L

Est. P&L

+728.36%

MU9Q held

MICRON TECHNOLOGY INC

Avg $102.77 · $247M est. P&L

Est. P&L

+623.39%

NET27Q held

CLOUDFLARE INC

Avg $29.17 · $304.3M est. P&L

Est. P&L

+586.64%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings252 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA CORPORATION	2.5M	$441.7M	5.3%	—	$109.61	+109.98%	29 qtrssince 2019-Q1	Decreased 0
NFLX NETFLIX INC.	4.2M	$403M	4.8%	—	$87.80	-0.79%	29 qtrssince 2019-Q1	Decreased 0
NET CLOUDFLARE INC	1.8M	$366.9M	4.4%	—	$29.17	+586.64%	27 qtrssince 2019-Q3	Increased 58
AMZN AMAZON COM INC	1.8M	$364.9M	4.4%	—	$109.52	+141.18%	29 qtrssince 2019-Q1	Decreased 0
SHOP SHOPIFY INC	2.2M	$255.6M	3.1%	—	$67.79	+49.19%	29 qtrssince 2019-Q1	Decreased 0
TSLA TESLA INC	619,700	$230.4M	2.8%	—	$214.30	+99.73%	29 qtrssince 2019-Q1	Decreased 0
META META PLATFORMS INC	394,067	$225.5M	2.7%	—	$146.75	+321.67%	29 qtrssince 2019-Q1	Decreased 0
ISRG INTUITIVE SURGICAL INC	449,557	$207.2M	2.5%	—	$325.15	+30.98%	29 qtrssince 2019-Q1	Decreased 0
PWR QUANTA SVCS INC	373,698	$205.2M	2.5%	—	$158.67	+384.24%	21 qtrssince 2021-Q1	Increased 52
NTRA NATERA INC	755,275	$151M	1.8%	—	$63.30	+196.02%	27 qtrssince 2019-Q3	Decreased 0
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