GILDER GAGNON HOWE & CO LLC
Q2 2026 Form 13-F
NEW YORK, NEW YORK
CIK 0000902464
· CRD 2002
· SEC-registered investment adviser
$9.7B Reported Value Total
GILDER GAGNON HOWE & CO. LLC reports 8,648 total accounts under management (AUM). There are 8,648 discretionary accounts valued at $12,115,058,755, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-24
Reported value
$9.7B
Quarter over quarter
+20.6%
Holdings
274
Top-10 concentration
30.6%
Key People
Form ADV owners & control persons
James Michael Deutsch
CHIEF EXECUTIVE OFFICER/MANAGING MEMBER
David Stewart Howe
MANAGING MEMBER
Shaiza Mariam Rizavi
CHIEF EXECUTIVE OFFICER / MANAGING MEMBER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $9.7B |
| Positions | 274 |
| Change in reported value | +16.2% |
| New positions | 50 |
| Exited positions | 28 |
| Position turnover | 25.8% |
| Top-10 concentration | 30.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
274 | $9.7B |
|
Q1 2026 13F
Filed May 15, 2026
|
252 | $8.3B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
250 | $9.5B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
249 | $9.8B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
238 | $9.4B |
|
Q1 2025 13F
Filed May 15, 2025
|
233 | $7.7B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
254 | $9.3B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
250 | $8.4B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
251 | $8.0B |
|
Q1 2024 13F
Filed May 15, 2024
|
257 | $8.0B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
250 | $7.3B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
258 | $6.6B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
331 | $7.3B |
|
Q1 2023 13F
Filed May 15, 2023
|
245 | $6.0B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
244 | $5.4B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
247 | $5.7B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
249 | $5.6B |
|
Q1 2022 13F
Filed May 16, 2022
|
289 | $10.8B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
387 | $17.6B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
420 | $19.3B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $480.7M | 4.96% |
| 2 | NET CLOUDFLARE INC | $409.2M | 4.22% |
| 3 | AMZN AMAZON COM INC | $401.4M | 4.14% |
| 4 | NFLX NETFLIX INC. | $285.5M | 2.95% |
| 5 | PWR QUANTA SVCS INC | $272.2M | 2.81% |
| 6 | NBIS NEBIUS GROUP N.V. | $240.5M | 2.48% |
| 7 | TSLA TESLA INC | $239.4M | 2.47% |
| 8 | MU MICRON TECHNOLOGY INC | $232.8M | 2.4% |
| 9 | SHOP SHOPIFY INC | $209.6M | 2.16% |
| 10 | META META PLATFORMS INC | $194.5M | 2.01% |
| 11 | GOOGL ALPHABET INC | $192.5M | 1.99% |
| 12 | SITM SITIME CORP | $179.3M | 1.85% |
| 13 | ENPH ENPHASE ENERGY INC | $171.3M | 1.77% |
| 14 | ARM ARM HOLDINGS PLC | $163.6M | 1.69% |
| 15 | ISRG INTUITIVE SURGICAL INC | $161.6M | 1.67% |
| 16 | GOOG ALPHABET INC | $152.2M | 1.57% |
| 17 | HOOD ROBINHOOD MKTS INC | $146.4M | 1.51% |
| 18 | SN SHARKNINJA INC | $142.4M | 1.47% |
| 19 | NTRA NATERA INC | $135.2M | 1.4% |
| 20 | EMBJ EMBRAER S.A. | $133.9M | 1.38% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.