Gilder Gagnon Howe & Co LLC Top Holdings and 13F Report (2024) → Trump’s Gift Could Unleash $51 Billion in New Wealth (From Wealthpin Pro) (Ad) About Gilder Gagnon Howe & Co LLCInvestment ActivityGilder Gagnon Howe & Co LLC has $8.00 billion in total holdings as of March 31, 2024.Gilder Gagnon Howe & Co LLC owns shares of 257 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 8.55% of the portfolio was purchased this quarter.About 9.15% of the portfolio was sold this quarter.This quarter, Gilder Gagnon Howe & Co LLC has purchased 250 new stocks and bought additional shares in 61 stocks.Gilder Gagnon Howe & Co LLC sold shares of 157 stocks and completely divested from 30 stocks this quarter.Largest Holdings NVIDIA $421,007,488Amazon.com $367,956,682Netflix $340,474,143Meta Platforms $256,082,753Tesla $250,357,309 Largest New Holdings this Quarter TKO GROUP HOLDINGS INC $49,646,347 HoldingPalantir Technologies $46,930,690 HoldingArcutis Biotherapeutics $41,968,364 HoldingMicron Technology $30,382,847 HoldingSMITH DOUGLAS HOMES CORP $24,907,875 Holding Largest Purchases this Quarter First Watch Restaurant Group 2,499,402 shares (about $61.54M)TKO GROUP HOLDINGS INC 574,544 shares (about $49.65M)Palantir Technologies 2,039,578 shares (about $46.93M)Arcutis Biotherapeutics 4,234,951 shares (about $41.97M)AppFolio 148,123 shares (about $36.55M) Largest Sales this Quarter NVIDIA 52,763 shares (about $47.67M)Calix 889,467 shares (about $29.49M)Tesla 160,797 shares (about $28.27M)Alnylam Pharmaceuticals 181,872 shares (about $27.18M)Snowflake 163,909 shares (about $26.49M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGilder Gagnon Howe & Co LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$421,007,488$47,674,540 ▼-10.2%465,9435.3%Computer and TechnologyAMZNAmazon.com$367,956,682$4,152,348 ▼-1.1%2,039,8974.6%Retail/WholesaleNFLXNetflix$340,474,143$5,255,835 ▼-1.5%560,6084.3%Consumer DiscretionaryMETAMeta Platforms$256,082,753$2,416,732 ▲1.0%527,3753.2%Computer and TechnologyTSLATesla$250,357,309$28,266,505 ▼-10.1%1,424,1843.1%Auto/Tires/TrucksNETCloudflare$228,721,255$8,752,076 ▼-3.7%2,362,0912.9%Computer and TechnologyLLYEli Lilly and Company$203,970,221$25,194,235 ▼-11.0%262,1862.5%MedicalFRPTFreshpet$181,303,260$16,767,720 ▼-8.5%1,564,8482.3%Consumer StaplesDUOLINGO INC$176,949,276$2,126,832 ▲1.2%802,2002.2%CL A COMISRGIntuitive Surgical$173,031,256$1,329,367 ▼-0.8%433,5652.2%MedicalMDBMongoDB$171,371,491$727,681 ▼-0.4%477,8372.1%Computer and TechnologySHAKShake Shack$171,153,522$6,188,642 ▼-3.5%1,645,2322.1%Retail/WholesaleSWAVShockwave Medical$170,601,821$3,282,351 ▼-1.9%523,9132.1%MedicalHUBSHubSpot$148,315,419$1,233,696 ▼-0.8%236,7141.9%Computer and TechnologyAPPFAppFolio$140,501,713$36,547,885 ▲35.2%569,4321.8%Computer and TechnologyPOOLPool$125,408,607$3,658,938 ▼-2.8%310,8021.6%Consumer DiscretionaryANETArista Networks$116,847,441$2,343,038 ▼-2.0%402,9501.5%Computer and TechnologyPCORProcore Technologies$114,248,100$7,605,655 ▲7.1%1,390,3871.4%Business ServicesINTCIntel$113,483,795$4,317,926 ▼-3.7%2,569,2511.4%Computer and TechnologyDKSDICK'S Sporting Goods$112,551,424$8,764,818 ▼-7.2%500,5401.4%Retail/WholesalePWRQuanta Services$112,156,180$4,232,402 ▼-3.6%431,7021.4%ConstructionMSFTMicrosoft$110,856,551$4,226,981 ▲4.0%263,4921.4%Computer and TechnologySHOPShopify$101,310,034$8,119,752 ▼-7.4%1,312,8161.3%Computer and TechnologyKNFKnife River$97,747,372$4,467,022 ▲4.8%1,205,5671.2%ConstructionFNDFloor & Decor$94,934,206$781,090 ▼-0.8%732,4041.2%ConstructionNTRANatera$94,247,108$2,245,068 ▼-2.3%1,030,4741.2%MedicalADBEAdobe$89,524,871$1,592,513 ▼-1.7%177,4181.1%Computer and TechnologyFWRGFirst Watch Restaurant Group$87,992,225$61,535,277 ▲232.6%3,574,0141.1%Retail/WholesaleMELIMercadoLibre$84,697,882$3,915,948 ▼-4.4%56,0191.1%Retail/WholesaleGOOGLAlphabet$78,581,554$455,809 ▲0.6%520,6491.0%Computer and TechnologyABNBAirbnb$74,157,273$8,466,902 ▼-10.2%449,5470.9%Computer and TechnologyEPAMEPAM Systems$70,230,042$26,235 ▼0.0%254,3090.9%Computer and TechnologyRBLXRoblox$69,561,287$17,354,948 ▼-20.0%1,821,9300.9%Consumer DiscretionaryCRWDCrowdStrike$69,075,604$4,852,130 ▼-6.6%215,4640.9%Computer and TechnologyTOSTToast$67,562,207$809,825 ▼-1.2%2,711,1640.8%Computer and TechnologyDXCMDexCom$65,396,966$1,481,595 ▼-2.2%471,4990.8%MedicalGOOGAlphabet$64,670,912$835,907 ▲1.3%424,7400.8%Computer and TechnologyNYTNew York Times$63,446,333$881,644 ▼-1.4%1,467,9860.8%Consumer StaplesOSCROscar Health$62,773,943$20,677,761 ▲49.1%4,221,5160.8%FinanceLPLALPL Financial$61,908,929$52,312 ▼-0.1%234,3260.8%FinanceALNYAlnylam Pharmaceuticals$60,553,055$27,180,748 ▼-31.0%405,1730.8%MedicalINSPInspire Medical Systems$53,852,686$1,124,853 ▼-2.0%250,7230.7%MedicalGTLSChart Industries$53,455,840$1,151,391 ▼-2.1%324,5260.7%Industrial ProductsTKO GROUP HOLDINGS INC$49,646,347$49,646,347 ▲New Holding574,5440.6%CL APLTRPalantir Technologies$46,930,690$46,930,690 ▲New Holding2,039,5780.6%Business ServicesSQBlock$46,593,642$60,898 ▼-0.1%550,8830.6%Business ServicesSFMSprouts Farmers Market$46,331,459$117,612 ▲0.3%718,5400.6%Retail/WholesaleBOOTBoot Barn$46,204,364$58,137 ▲0.1%485,5950.6%Retail/WholesaleOPCHOption Care Health$42,508,445$466,306 ▼-1.1%1,267,3960.5%MedicalMNDYmonday.com$42,133,112$18,499,656 ▲78.3%186,5370.5%Computer and TechnologyARQTArcutis Biotherapeutics$41,968,364$41,968,364 ▲New Holding4,234,9510.5%MedicalSPOTSpotify Technology$39,798,495$21,824,266 ▲121.4%150,8090.5%Business ServicesMQMarqeta$39,439,925$7,715,250 ▼-16.4%6,617,4370.5%Business ServicesGKOSGlaukos$38,027,911$29,781,213 ▲361.1%403,3080.5%MedicalSILVSilverCrest Metals$37,545,502$3,605,278 ▼-8.8%5,637,4630.5%Basic MaterialsMLMMartin Marietta Materials$35,290,499$2,190,538 ▼-5.8%57,4820.4%ConstructionONEWOneWater Marine$34,602,177$7,493,727 ▲27.6%1,229,2070.4%Consumer DiscretionaryARM HOLDINGS PLC$33,176,846$26,374,890 ▲387.8%265,4360.4%SPONSORED ADRNOWServiceNow$33,158,301$1,099,381 ▲3.4%43,4920.4%Computer and TechnologyGLOBGlobant$32,081,456$321,626 ▼-1.0%158,8980.4%Computer and TechnologyTNDMTandem Diabetes Care$31,776,509$31,136,438 ▲4,864.5%897,3880.4%MedicalELFe.l.f. Beauty$30,819,170$1,272,427 ▼-4.0%157,2170.4%Consumer StaplesSPNTSiriusPoint$30,522,213$297,757 ▼-1.0%2,401,4330.4%FinanceMUMicron Technology$30,382,847$30,382,847 ▲New Holding257,7220.4%Computer and TechnologySITESiteOne Landscape Supply$30,170,269$723,335 ▼-2.3%172,8460.4%Industrial ProductsCNMCore & Main$29,172,997$9,758,434 ▲50.3%509,5720.4%Business ServicesCOURCoursera$28,929,962$4,165,468 ▲16.8%2,063,4780.4%Business ServicesZMZoom Video Communications$28,668,161$17,233,111 ▼-37.5%438,5520.4%Computer and TechnologyWSCWillScot Mobile Mini$28,261,933$161,541 ▼-0.6%607,7840.4%Consumer DiscretionaryLGIHLGI Homes$28,036,166$1,811,413 ▼-6.1%240,9230.4%FinanceQTRXQuanterix$27,657,513$671,225 ▼-2.4%1,173,9180.3%MedicalGTLBGitLab$25,384,596$7,410,606 ▲41.2%435,2640.3%Computer and TechnologyBNTXBioNTech$25,345,503$7,837,560 ▼-23.6%274,7480.3%MedicalSMITH DOUGLAS HOMES CORP$24,907,875$24,907,875 ▲New Holding838,6490.3%COM SHS CL AMGYMagnolia Oil & Gas$24,603,536$1,516,752 ▼-5.8%948,1130.3%Oils/EnergyDNLIDenali Therapeutics$24,065,558$956,376 ▼-3.8%1,172,7850.3%MedicalRXSTRxSight$23,650,720$15,809,735 ▲201.6%458,5250.3%MedicalBBB FOODS INC$22,794,438$22,794,438 ▲New Holding958,5550.3%CL A COMASANAsana$22,609,405$2,038,391 ▲9.9%1,459,6130.3%Computer and TechnologyLNTHLantheus$22,414,367$123,297 ▼-0.5%360,1280.3%MedicalCBChubb$22,115,450$159,365 ▲0.7%85,3450.3%FinanceCALXCalix$21,956,758$29,494,721 ▼-57.3%662,1460.3%Computer and TechnologyIBNICICI Bank$21,691,642$831,360 ▼-3.7%821,3420.3%FinanceCOCOVita Coco$20,957,886$11,180,218 ▼-34.8%857,8750.3%Consumer StaplesMAMastercard$19,675,643$5,501,494 ▼-21.9%40,8570.2%Business ServicesSGSweetgreen$19,588,600$15,310,768 ▲357.9%775,4790.2%Retail/WholesaleCBOECboe Global Markets$19,526,824$3,779,877 ▲24.0%106,2800.2%Financial ServicesIGICInternational General Insurance$19,267,826$753,663 ▼-3.8%1,423,0300.2%FinanceTXG10x Genomics$18,921,650$63,914 ▲0.3%504,1740.2%MedicalBRBRBellRing Brands$18,795,093$18,795,093 ▲New Holding318,3990.2%MedicalMSGSMadison Square Garden Sports$18,654,787$145,217 ▲0.8%101,0990.2%Consumer DiscretionaryPANWPalo Alto Networks$18,647,736$3,468,943 ▼-15.7%65,6310.2%Computer and TechnologyTDGTransDigm Group$18,371,777$199,519 ▼-1.1%14,9170.2%AerospaceROKURoku$18,183,324$301,541 ▼-1.6%279,0140.2%Consumer DiscretionaryDDOGDatadog$18,174,144$5,852,831 ▲47.5%147,0400.2%Computer and TechnologyENPHEnphase Energy$16,058,994$3,511,442 ▼-17.9%132,7410.2%Oils/EnergyTEAMAtlassian$15,201,020$887,555 ▼-5.5%77,9100.2%Computer and TechnologyWRBW. R. Berkley$14,851,818$30,335 ▼-0.2%167,9310.2%FinanceAMTAmerican Tower$14,631,540$89,113 ▼-0.6%74,0500.2%FinanceLINDLindblad Expeditions$14,453,625$3,232,285 ▼-18.3%1,549,1560.2%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. 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