GILDER GAGNON HOWE & CO LLC
Q1 2026 Form 13-F

NEW YORK, NEW YORK
CIK 0000902464 · CRD 2002 · SEC-registered investment adviser
$8.3B 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.
SEC Registered Discretionary Manager
Source: Form ADV filed 2026-03-24
Reported value
$8.3B
Quarter over quarter
-8.5%
Holdings
252
Top-10 concentration
34.2%

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

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Q1 2026 13F record

Q1 2026 13F filing summary

Q1 2026 Form 13F portfolio summary
Period of report March 31, 2026
Filed May 15, 2026
Form 13F-HR
Reported value $8.3B
Positions 252
Change in reported value -12.0%
New positions 35
Exited positions 33
Position turnover 23.9%
Top-10 concentration 34.2%

13F filings by quarter

Form 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 · Q1 2026

Largest Q1 2026 13F positions by reported value
# Holding Reported value % of portfolio
1 NVDA NVIDIA CORPORATION $441.7M 5.3%
2 NFLX NETFLIX INC. $403.0M 4.84%
3 NET CLOUDFLARE INC $366.9M 4.4%
4 AMZN AMAZON COM INC $364.9M 4.38%
5 SHOP SHOPIFY INC $255.6M 3.07%
6 TSLA TESLA INC $230.4M 2.76%
7 META META PLATFORMS INC $225.5M 2.7%
8 ISRG INTUITIVE SURGICAL INC $207.2M 2.49%
9 PWR QUANTA SVCS INC $205.2M 2.46%
10 NTRA NATERA INC $151.0M 1.81%
11 GOOGL ALPHABET INC $137.7M 1.65%
12 SATS ECHOSTAR CORP $137.4M 1.65%
13 MU MICRON TECHNOLOGY INC $130.3M 1.56%
14 EMBJ EMBRAER S.A. $125.8M 1.51%
15 GOOG ALPHABET INC $120.4M 1.44%
16 QXO QXO INC $116.3M 1.4%
17 TKO TKO GROUP HOLDINGS INC $113.9M 1.37%
18 NYT NEW YORK TIMES CO MTN BE $113.6M 1.36%
19 SITM SITIME CORP $112.6M 1.35%
20 TOST TOAST INC $107.9M 1.29%

Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.

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