Gilder Gagnon Howe & Co LLC Top Holdings and 13F Report (2024)

About Gilder Gagnon Howe & Co LLC

Investment Activity

Gilder 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: $413,739,097
Amazon.com: $388,252,278
Tesla: $369,629,203
Netflix: $366,161,782
Meta Platforms: $290,423,807

Largest New Holdings this Quarter

Ferrari: $27,594,047 Holding
TALEN ENERGY CORP: $26,347,437 Holding
Newmont: $21,122,959 Holding
Zillow Group: $18,203,060 Holding
Harrow: $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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$413,739,097	$23,248,113 ▼	-5.3%	3,406,942	4.9%	Computer and Technology
AMZN Amazon.com	$388,252,278	$7,633,754 ▲	2.0%	2,083,681	4.6%	Retail/Wholesale
TSLA Tesla	$369,629,203	$5,426,205 ▼	-1.4%	1,412,794	4.4%	Auto/Tires/Trucks
NFLX Netflix	$366,161,782	$8,473,642 ▼	-2.3%	516,252	4.4%	Consumer Discretionary
META Meta Platforms	$290,423,807	$8,776,072 ▼	-2.9%	507,344	3.5%	Computer and Technology
ISRG Intuitive Surgical	$234,168,675	$1,674,739 ▲	0.7%	476,660	2.8%	Medical
DUOLINGO INC	$210,466,875	$10,310,080 ▼	-4.7%	746,284	2.5%	CL A COM
FRPT Freshpet	$208,132,455	$4,503,972 ▼	-2.1%	1,521,770	2.5%	Consumer Staples
LLY Eli Lilly and Company	$192,215,311	$30,817,422 ▼	-13.8%	216,962	2.3%	Medical
NET Cloudflare	$185,003,425	$3,575,742 ▼	-1.9%	2,287,099	2.2%	Computer and Technology
NTRA Natera	$176,520,316	$825,302 ▲	0.5%	1,390,471	2.1%	Medical
SHAK Shake Shack	$154,496,711	$7,215,618 ▼	-4.5%	1,496,916	1.8%	Retail/Wholesale
PWR Quanta Services	$146,571,136	$14,858,305 ▲	11.3%	491,602	1.8%	Construction
ANET Arista Networks	$142,847,441	$9,632,347 ▼	-6.3%	372,173	1.7%	Computer and Technology
APPF AppFolio	$128,846,361	$2,976,632 ▼	-2.3%	547,351	1.5%	Computer and Technology
SHOP Shopify	$127,324,064	$22,075,852 ▲	21.0%	1,588,770	1.5%	Computer and Technology
HUBS HubSpot	$122,791,537	$1,709,624 ▼	-1.4%	230,985	1.5%	Computer and Technology
MSFT Microsoft	$112,415,501	$2,841,703 ▲	2.6%	261,249	1.3%	Computer and Technology
MELI MercadoLibre	$110,508,835	$9,324,151 ▼	-7.8%	53,855	1.3%	Retail/Wholesale
POOL Pool	$108,848,477	$7,581,593 ▼	-6.5%	288,876	1.3%	Consumer Discretionary
ALNY Alnylam Pharmaceuticals	$105,609,553	$4,021,762 ▼	-3.7%	383,993	1.3%	Medical
BSX Boston Scientific	$103,148,666	$8,560,254 ▲	9.1%	1,230,891	1.2%	Medical
TOST Toast	$101,728,786	$4,241,659 ▲	4.4%	3,593,387	1.2%	Computer and Technology
KNF Knife River	$101,356,282	$4,852,357 ▼	-4.6%	1,133,866	1.2%	Construction
MDB MongoDB	$99,862,699	$19,911,008 ▼	-16.6%	369,383	1.2%	Computer and Technology
DKS DICK'S Sporting Goods	$99,571,703	$1,775,413 ▼	-1.8%	477,104	1.2%	Retail/Wholesale
OSCR Oscar Health	$88,755,500	$11,668,301 ▼	-11.6%	4,184,606	1.1%	Finance
GKOS Glaukos	$85,802,319	$3,212,837 ▲	3.9%	658,599	1.0%	Medical
GOOGL Alphabet	$85,327,835	$550,622 ▼	-0.6%	514,488	1.0%	Computer and Technology
FND Floor & Decor	$83,899,310	$7,597,962 ▼	-8.3%	675,681	1.0%	Retail/Wholesale
BBB FOODS INC	$83,082,720	$3,241,590 ▲	4.1%	2,769,424	1.0%	CL A COM
BOOT Boot Barn	$79,967,033	$899,297 ▼	-1.1%	478,043	1.0%	Retail/Wholesale
NYT New York Times	$77,029,271	$409,620 ▼	-0.5%	1,383,677	0.9%	Consumer Staples
ERJ Embraer	$72,471,927	$1,021,167 ▼	-1.4%	2,048,966	0.9%	Aerospace
RBLX Roblox	$70,704,288	$750,296 ▼	-1.1%	1,597,476	0.8%	Consumer Discretionary
PCOR Procore Technologies	$70,625,949	$11,738,280 ▼	-14.3%	1,144,296	0.8%	Business Services
TKO GROUP HOLDINGS INC	$70,114,622	$564,612 ▼	-0.8%	566,766	0.8%	CL A
CRM Salesforce	$66,446,661	$62,878,851 ▲	1,762.4%	242,763	0.8%	Computer and Technology
GOOG Alphabet	$66,207,073	$1,793,280 ▼	-2.6%	395,999	0.8%	Computer and Technology
SFM Sprouts Farmers Market	$65,886,797	$7,666,755 ▼	-10.4%	596,747	0.8%	Retail/Wholesale
SITM SiTime	$65,655,229	$52,457,534 ▲	397.5%	382,807	0.8%	Computer and Technology
LPLA LPL Financial	$65,526,986	$11,155,074 ▲	20.5%	281,679	0.8%	Finance
SPOT Spotify Technology	$60,587,214	$1,354,720 ▼	-2.2%	164,402	0.7%	Business Services
EPAM EPAM Systems	$57,635,820	$3,892,026 ▼	-6.3%	289,584	0.7%	Computer and Technology
ABNB Airbnb	$51,352,851	$13,360,321 ▼	-20.6%	404,959	0.6%	Consumer Discretionary
ARM HOLDINGS PLC	$49,399,836	$3,647,902 ▲	8.0%	345,429	0.6%	SPONSORED ADS
INSP Inspire Medical Systems	$47,090,846	$3,700,770 ▼	-7.3%	223,126	0.6%	Medical
CBOE Cboe Global Markets	$45,164,278	$9,697,127 ▲	27.3%	220,453	0.5%	Financial Services
DDOG Datadog	$44,033,692	$10,843,830 ▲	32.7%	382,702	0.5%	Computer and Technology
CRWD CrowdStrike	$43,057,474	$14,507,872 ▼	-25.2%	153,519	0.5%	Computer and Technology
LOAR HOLDINGS INC	$41,702,522	$542,791 ▲	1.3%	559,090	0.5%	COM SHS
SG Sweetgreen	$41,687,179	$5,595,073 ▲	15.5%	1,175,943	0.5%	Retail/Wholesale
LNTH Lantheus	$41,680,745	$2,412,634 ▲	6.1%	379,779	0.5%	Medical
RIVN Rivian Automotive	$40,383,248	$10,411,060 ▲	34.7%	3,599,220	0.5%	Auto/Tires/Trucks
FWRG First Watch Restaurant Group	$37,902,337	$9,957,823 ▼	-20.8%	2,429,637	0.5%	Retail/Wholesale
WRBY Warby Parker	$37,125,014	$2,171,433 ▲	6.2%	2,273,424	0.4%	Consumer Staples
CALX Calix	$37,070,362	$5,758,065 ▲	18.4%	955,668	0.4%	Computer and Technology
TNDM Tandem Diabetes Care	$37,022,827	$6,601,498 ▼	-15.1%	872,974	0.4%	Medical
SQ Block	$36,545,673	$269,392 ▼	-0.7%	544,402	0.4%	Business Services
OPCH Option Care Health	$35,113,889	$3,791,305 ▼	-9.7%	1,121,850	0.4%	Medical
MLM Martin Marietta Materials	$34,075,854	$4,833,993 ▲	16.5%	63,309	0.4%	Construction
SPNT SiriusPoint	$33,621,421	$569,843 ▼	-1.7%	2,344,590	0.4%	Finance
ARQT Arcutis Biotherapeutics	$33,050,690	$583,054 ▼	-1.7%	3,553,838	0.4%	Medical
BNTX BioNTech	$32,760,448	$174,236 ▼	-0.5%	275,831	0.4%	Medical
PLTR Palantir Technologies	$32,406,557	$43,862,297 ▼	-57.5%	871,144	0.4%	Business Services
GTLS Chart Industries	$31,261,183	$1,262,007 ▼	-3.9%	251,822	0.4%	Industrial Products
NOW ServiceNow	$30,537,158	$7,758,833 ▼	-20.3%	34,143	0.4%	Computer and Technology
ZM Zoom Video Communications	$29,919,384	$250,576 ▼	-0.8%	429,013	0.4%	Computer and Technology
SILV SilverCrest Metals	$29,678,958	$12,590,397 ▼	-29.8%	3,208,536	0.4%	Basic Materials
PHAT Phathom Pharmaceuticals	$29,341,725	$2,723,282 ▲	10.2%	1,622,883	0.4%	Medical
ONEW OneWater Marine	$29,298,358	$1,603,572 ▼	-5.2%	1,225,360	0.4%	Consumer Discretionary
RXST RxSight	$28,991,811	$936,154 ▼	-3.1%	586,523	0.3%	Medical
MU Micron Technology	$28,933,431	$857,371 ▼	-2.9%	278,984	0.3%	Computer and Technology
MQ Marqeta	$28,296,676	$2,935,779 ▼	-9.4%	5,751,357	0.3%	Business Services
GPS GAP	$27,818,236	$6,525,058 ▲	30.6%	1,261,598	0.3%	Consumer Cyclical
RACE Ferrari	$27,594,047	$27,594,047 ▲	New Holding	58,697	0.3%	Auto/Tires/Trucks
TALEN ENERGY CORP	$26,347,437	$26,347,437 ▲	New Holding	147,820	0.3%	COM
LGIH LGI Homes	$26,254,293	$1,717,709 ▼	-6.1%	221,518	0.3%	Finance
BRBR BellRing Brands	$26,139,698	$2,683,761 ▲	11.4%	430,496	0.3%	Medical
TXRH Texas Roadhouse	$25,306,780	$1,673,285 ▲	7.1%	143,300	0.3%	Retail/Wholesale
IGIC International General Insurance	$23,870,650	$1,537,689 ▼	-6.1%	1,256,350	0.3%	Finance
IBN ICICI Bank	$23,651,536	$72,953 ▼	-0.3%	792,346	0.3%	Finance
GLOB Globant	$23,115,490	$5,774,811 ▼	-20.0%	116,662	0.3%	Computer and Technology
CB Chubb	$23,055,050	$1,085,500 ▼	-4.5%	79,944	0.3%	Finance
SITE SiteOne Landscape Supply	$23,029,409	$2,310,577 ▼	-9.1%	152,604	0.3%	Industrial Products
MGY Magnolia Oil & Gas	$21,317,447	$458,876 ▼	-2.1%	872,950	0.3%	Oils/Energy
NEM Newmont	$21,122,959	$21,122,959 ▲	New Holding	395,191	0.3%	Basic Materials
MSGS Madison Square Garden Sports	$20,927,423	$447,759 ▲	2.2%	100,487	0.3%	Consumer Discretionary
COCO Vita Coco	$20,880,748	$526,906 ▼	-2.5%	737,575	0.2%	Consumer Staples
ROKU Roku	$20,558,676	$112,737 ▼	-0.5%	275,364	0.2%	Consumer Discretionary
SMITH DOUGLAS HOMES CORP	$19,713,604	$11,660,041 ▼	-37.2%	521,800	0.2%	COM SHS CL A
TDG TransDigm Group	$19,472,903	$1,051,779 ▼	-5.1%	13,645	0.2%	Aerospace
MA Mastercard	$18,216,818	$487,876 ▼	-2.6%	36,891	0.2%	Business Services
Z Zillow Group	$18,203,060	$18,203,060 ▲	New Holding	285,091	0.2%	Finance
CNM Core & Main	$17,758,624	$4,458,915 ▼	-20.1%	399,969	0.2%	Industrial Products
HDB HDFC Bank	$17,668,133	$1,538,350 ▲	9.5%	282,419	0.2%	Finance
AMT American Tower	$16,666,598	$501,165 ▼	-2.9%	71,666	0.2%	Finance
ADBE Adobe	$16,565,594	$69,823,611 ▼	-80.8%	31,994	0.2%	Computer and Technology
GE General Electric	$16,511,499	$6,029,468 ▲	57.5%	87,557	0.2%	Transportation
ASAN Asana	$15,883,342	$570,495 ▲	3.7%	1,370,435	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Gilder Gagnon Howe & Co LLC Top Holdings and 13F Report (2024)

About Gilder Gagnon Howe & Co LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Gilder Gagnon Howe & Co LLC Top Holdings and 13F Report (2024)

About Gilder Gagnon Howe & Co LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGilder Gagnon Howe & Co LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools