Gilder Gagnon Howe & Co LLC Top Holdings and 13F Report (2024) About Gilder Gagnon Howe & Co LLCInvestment ActivityGilder Gagnon Howe & Co LLC has $8.36 billion in total holdings as of September 30, 2024.Gilder Gagnon Howe & Co LLC owns shares of 250 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 5.69% of the portfolio was purchased this quarter.About 8.50% of the portfolio was sold this quarter.This quarter, Gilder Gagnon Howe & Co LLC has purchased 251 new stocks and bought additional shares in 57 stocks.Gilder Gagnon Howe & Co LLC sold shares of 165 stocks and completely divested from 28 stocks this quarter.Largest Holdings NVIDIA $413,739,097Amazon.com $388,252,278Tesla $369,629,203Netflix $366,161,782Meta Platforms $290,423,807 Largest New Holdings this Quarter Ferrari $27,594,047 HoldingTALEN ENERGY CORP $26,347,437 HoldingNewmont $21,122,959 HoldingZillow Group $18,203,060 HoldingHarrow $9,419,794 Holding Largest Purchases this Quarter Salesforce 229,728 shares (about $62.88M)SiTime 305,857 shares (about $52.46M)Ferrari 58,697 shares (about $27.59M)TALEN ENERGY CORP 147,820 shares (about $26.35M)Shopify 275,466 shares (about $22.08M) Largest Sales this Quarter Adobe 134,854 shares (about $69.82M)Palantir Technologies 1,179,094 shares (about $43.86M)Eli Lilly and Company 34,785 shares (about $30.82M)NVIDIA 191,437 shares (about $23.25M)RUBRIK INC. 703,230 shares (about $22.61M) 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$413,739,097$23,248,113 ▼-5.3%3,406,9424.9%Computer and TechnologyAMZNAmazon.com$388,252,278$7,633,754 ▲2.0%2,083,6814.6%Retail/WholesaleTSLATesla$369,629,203$5,426,205 ▼-1.4%1,412,7944.4%Auto/Tires/TrucksNFLXNetflix$366,161,782$8,473,642 ▼-2.3%516,2524.4%Consumer DiscretionaryMETAMeta Platforms$290,423,807$8,776,072 ▼-2.9%507,3443.5%Computer and TechnologyISRGIntuitive Surgical$234,168,675$1,674,739 ▲0.7%476,6602.8%MedicalDUOLINGO INC$210,466,875$10,310,080 ▼-4.7%746,2842.5%CL A COMFRPTFreshpet$208,132,455$4,503,972 ▼-2.1%1,521,7702.5%Consumer StaplesLLYEli Lilly and Company$192,215,311$30,817,422 ▼-13.8%216,9622.3%MedicalNETCloudflare$185,003,425$3,575,742 ▼-1.9%2,287,0992.2%Computer and TechnologyNTRANatera$176,520,316$825,302 ▲0.5%1,390,4712.1%MedicalSHAKShake Shack$154,496,711$7,215,618 ▼-4.5%1,496,9161.8%Retail/WholesalePWRQuanta Services$146,571,136$14,858,305 ▲11.3%491,6021.8%ConstructionANETArista Networks$142,847,441$9,632,347 ▼-6.3%372,1731.7%Computer and TechnologyAPPFAppFolio$128,846,361$2,976,632 ▼-2.3%547,3511.5%Computer and TechnologySHOPShopify$127,324,064$22,075,852 ▲21.0%1,588,7701.5%Computer and TechnologyHUBSHubSpot$122,791,537$1,709,624 ▼-1.4%230,9851.5%Computer and TechnologyMSFTMicrosoft$112,415,501$2,841,703 ▲2.6%261,2491.3%Computer and TechnologyMELIMercadoLibre$110,508,835$9,324,151 ▼-7.8%53,8551.3%Retail/WholesalePOOLPool$108,848,477$7,581,593 ▼-6.5%288,8761.3%Consumer DiscretionaryALNYAlnylam Pharmaceuticals$105,609,553$4,021,762 ▼-3.7%383,9931.3%MedicalBSXBoston Scientific$103,148,666$8,560,254 ▲9.1%1,230,8911.2%MedicalTOSTToast$101,728,786$4,241,659 ▲4.4%3,593,3871.2%Computer and TechnologyKNFKnife River$101,356,282$4,852,357 ▼-4.6%1,133,8661.2%ConstructionMDBMongoDB$99,862,699$19,911,008 ▼-16.6%369,3831.2%Computer and TechnologyDKSDICK'S Sporting Goods$99,571,703$1,775,413 ▼-1.8%477,1041.2%Retail/WholesaleOSCROscar Health$88,755,500$11,668,301 ▼-11.6%4,184,6061.1%FinanceGKOSGlaukos$85,802,319$3,212,837 ▲3.9%658,5991.0%MedicalGOOGLAlphabet$85,327,835$550,622 ▼-0.6%514,4881.0%Computer and TechnologyFNDFloor & Decor$83,899,310$7,597,962 ▼-8.3%675,6811.0%Retail/WholesaleBBB FOODS INC$83,082,720$3,241,590 ▲4.1%2,769,4241.0%CL A COMBOOTBoot Barn$79,967,033$899,297 ▼-1.1%478,0431.0%Retail/WholesaleNYTNew York Times$77,029,271$409,620 ▼-0.5%1,383,6770.9%Consumer StaplesERJEmbraer$72,471,927$1,021,167 ▼-1.4%2,048,9660.9%AerospaceRBLXRoblox$70,704,288$750,296 ▼-1.1%1,597,4760.8%Consumer DiscretionaryPCORProcore Technologies$70,625,949$11,738,280 ▼-14.3%1,144,2960.8%Business ServicesTKO GROUP HOLDINGS INC$70,114,622$564,612 ▼-0.8%566,7660.8%CL ACRMSalesforce$66,446,661$62,878,851 ▲1,762.4%242,7630.8%Computer and TechnologyGOOGAlphabet$66,207,073$1,793,280 ▼-2.6%395,9990.8%Computer and TechnologySFMSprouts Farmers Market$65,886,797$7,666,755 ▼-10.4%596,7470.8%Retail/WholesaleSITMSiTime$65,655,229$52,457,534 ▲397.5%382,8070.8%Computer and TechnologyLPLALPL Financial$65,526,986$11,155,074 ▲20.5%281,6790.8%FinanceSPOTSpotify Technology$60,587,214$1,354,720 ▼-2.2%164,4020.7%Business ServicesEPAMEPAM Systems$57,635,820$3,892,026 ▼-6.3%289,5840.7%Computer and TechnologyABNBAirbnb$51,352,851$13,360,321 ▼-20.6%404,9590.6%Consumer DiscretionaryARM HOLDINGS PLC$49,399,836$3,647,902 ▲8.0%345,4290.6%SPONSORED ADSINSPInspire Medical Systems$47,090,846$3,700,770 ▼-7.3%223,1260.6%MedicalCBOECboe Global Markets$45,164,278$9,697,127 ▲27.3%220,4530.5%Financial ServicesDDOGDatadog$44,033,692$10,843,830 ▲32.7%382,7020.5%Computer and TechnologyCRWDCrowdStrike$43,057,474$14,507,872 ▼-25.2%153,5190.5%Computer and TechnologyLOAR HOLDINGS INC$41,702,522$542,791 ▲1.3%559,0900.5%COM SHSSGSweetgreen$41,687,179$5,595,073 ▲15.5%1,175,9430.5%Retail/WholesaleLNTHLantheus$41,680,745$2,412,634 ▲6.1%379,7790.5%MedicalRIVNRivian Automotive$40,383,248$10,411,060 ▲34.7%3,599,2200.5%Auto/Tires/TrucksFWRGFirst Watch Restaurant Group$37,902,337$9,957,823 ▼-20.8%2,429,6370.5%Retail/WholesaleWRBYWarby Parker$37,125,014$2,171,433 ▲6.2%2,273,4240.4%MedicalCALXCalix$37,070,362$5,758,065 ▲18.4%955,6680.4%Computer and TechnologyTNDMTandem Diabetes Care$37,022,827$6,601,498 ▼-15.1%872,9740.4%MedicalSQBlock$36,545,673$269,392 ▼-0.7%544,4020.4%Business ServicesOPCHOption Care Health$35,113,889$3,791,305 ▼-9.7%1,121,8500.4%MedicalMLMMartin Marietta Materials$34,075,854$4,833,993 ▲16.5%63,3090.4%ConstructionSPNTSiriusPoint$33,621,421$569,843 ▼-1.7%2,344,5900.4%FinanceARQTArcutis Biotherapeutics$33,050,690$583,054 ▼-1.7%3,553,8380.4%MedicalBNTXBioNTech$32,760,448$174,236 ▼-0.5%275,8310.4%MedicalPLTRPalantir Technologies$32,406,557$43,862,297 ▼-57.5%871,1440.4%Business ServicesGTLSChart Industries$31,261,183$1,262,007 ▼-3.9%251,8220.4%Industrial ProductsNOWServiceNow$30,537,158$7,758,833 ▼-20.3%34,1430.4%Computer and TechnologyZMZoom Video Communications$29,919,384$250,576 ▼-0.8%429,0130.4%Computer and TechnologySILVSilverCrest Metals$29,678,958$12,590,397 ▼-29.8%3,208,5360.4%Basic MaterialsPHATPhathom Pharmaceuticals$29,341,725$2,723,282 ▲10.2%1,622,8830.4%MedicalONEWOneWater Marine$29,298,358$1,603,572 ▼-5.2%1,225,3600.4%Consumer DiscretionaryRXSTRxSight$28,991,811$936,154 ▼-3.1%586,5230.3%MedicalMUMicron Technology$28,933,431$857,371 ▼-2.9%278,9840.3%Computer and TechnologyMQMarqeta$28,296,676$2,935,779 ▼-9.4%5,751,3570.3%Business ServicesGPSGAP$27,818,236$6,525,058 ▲30.6%1,261,5980.3%Consumer CyclicalRACEFerrari$27,594,047$27,594,047 ▲New Holding58,6970.3%Auto/Tires/TrucksTALEN ENERGY CORP$26,347,437$26,347,437 ▲New Holding147,8200.3%COMLGIHLGI Homes$26,254,293$1,717,709 ▼-6.1%221,5180.3%FinanceBRBRBellRing Brands$26,139,698$2,683,761 ▲11.4%430,4960.3%MedicalTXRHTexas Roadhouse$25,306,780$1,673,285 ▲7.1%143,3000.3%Retail/WholesaleIGICInternational General Insurance$23,870,650$1,537,689 ▼-6.1%1,256,3500.3%FinanceIBNICICI Bank$23,651,536$72,953 ▼-0.3%792,3460.3%FinanceGLOBGlobant$23,115,490$5,774,811 ▼-20.0%116,6620.3%Computer and TechnologyCBChubb$23,055,050$1,085,500 ▼-4.5%79,9440.3%FinanceSITESiteOne Landscape Supply$23,029,409$2,310,577 ▼-9.1%152,6040.3%Industrial ProductsMGYMagnolia Oil & Gas$21,317,447$458,876 ▼-2.1%872,9500.3%Oils/EnergyNEMNewmont$21,122,959$21,122,959 ▲New Holding395,1910.3%Basic MaterialsMSGSMadison Square Garden Sports$20,927,423$447,759 ▲2.2%100,4870.3%Consumer DiscretionaryCOCOVita Coco$20,880,748$526,906 ▼-2.5%737,5750.2%Consumer StaplesROKURoku$20,558,676$112,737 ▼-0.5%275,3640.2%Consumer DiscretionarySMITH DOUGLAS HOMES CORP$19,713,604$11,660,041 ▼-37.2%521,8000.2%COM SHS CL ATDGTransDigm Group$19,472,903$1,051,779 ▼-5.1%13,6450.2%AerospaceMAMastercard$18,216,818$487,876 ▼-2.6%36,8910.2%Business ServicesZZillow Group$18,203,060$18,203,060 ▲New Holding285,0910.2%FinanceCNMCore & Main$17,758,624$4,458,915 ▼-20.1%399,9690.2%Industrial ProductsHDBHDFC Bank$17,668,133$1,538,350 ▲9.5%282,4190.2%FinanceAMTAmerican Tower$16,666,598$501,165 ▼-2.9%71,6660.2%FinanceADBEAdobe$16,565,594$69,823,611 ▼-80.8%31,9940.2%Computer and TechnologyGEGeneral Electric$16,511,499$6,029,468 ▲57.5%87,5570.2%TransportationASANAsana$15,883,342$570,495 ▲3.7%1,370,4350.2%Computer and TechnologyShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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