GILDER GAGNON HOWE & CO LLC
276 holdingsFiling period: 2026-06-30Current AUM: $9.47Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 2.40M | $480.7M | $509.7M | 5.38% | -129,976 | 2026-06-30 |
| 2 | NET | CLOUDFLARE INC | 1.67M | $409.2M | $545.9M | 5.77% | -109,816 | 2026-06-30 |
| 3 | AMZN | AMAZON COM INC | 1.68M | $401.4M | $418.4M | 4.42% | -67,759 | 2026-06-30 |
| 4 | NFLX | NETFLIX INC. | 4.00M | $285.5M | $311.5M | 3.29% | -192,627 | 2026-06-30 |
| 5 | PWR | QUANTA SVCS INC | 378.1K | $272.2M | $231.9M | 2.45% | +4.4K | 2026-06-30 |
| 6 | — | NEBIUS GROUP N.V. | 870.8K | $240.5M | $240.5M | 2.54% | -80,317 | 2026-06-30 |
| 7 | TSLA | TESLA INC | 569.3K | $239.4M | $203.0M | 2.14% | -50,441 | 2026-06-30 |
| 8 | MU | MICRON TECHNOLOGY INC | 201.6K | $232.8M | $187.0M | 1.98% | -183,960 | 2026-06-30 |
| 9 | SHOP | SHOPIFY INC | 1.84M | $209.6M | $238.3M | 2.52% | -319,317 | 2026-06-30 |
| 10 | META | META PLATFORMS INC | 345.4K | $194.5M | $231.5M | 2.44% | -48,694 | 2026-06-30 |
| 11 | GOOGL | ALPHABET INC | 538.6K | $192.5M | $185.8M | 1.96% | +59.8K | 2026-06-30 |
| 12 | SITM | SITIME CORP | 240.5K | $179.3M | $132.4M | 1.40% | -85,536 | 2026-06-30 |
| 13 | ENPH | ENPHASE ENERGY INC | 3.48M | $171.3M | $127.7M | 1.35% | +1.33M | 2026-06-30 |
| 14 | ARM | ARM HOLDINGS PLC | 461.5K | $163.6M | $111.6M | 1.18% | +53.2K | 2026-06-30 |
| 15 | ISRG | INTUITIVE SURGICAL INC | 406.3K | $161.6M | $153.2M | 1.62% | -43,289 | 2026-06-30 |
| 16 | GOOG | ALPHABET INC | 430.8K | $152.2M | $147.1M | 1.55% | +11.1K | 2026-06-30 |
| 17 | HOOD | ROBINHOOD MKTS INC | 1.46M | $146.4M | $161.2M | 1.70% | +12.7K | 2026-06-30 |
| 18 | — | SHARKNINJA INC | 935.2K | $142.4M | $142.4M | 1.50% | -21,869 | 2026-06-30 |
| 19 | NTRA | NATERA INC | 498.1K | $135.2M | $174.7M | 1.85% | -257,211 | 2026-06-30 |
| 20 | EMBJ | EMBRAER S.A. | 2.10M | $133.9M | $155.4M | 1.64% | -21,219 | 2026-06-30 |
| 21 | ANET | ARISTA NETWORKS INC | 763.3K | $129.7M | $147.2M | 1.55% | -33,925 | 2026-06-30 |
| 22 | INTC | INTEL CORP | 873.7K | $122.0M | $84.9M | 0.90% | +352.6K | 2026-06-30 |
| 23 | — | TOWER SEMICONDUCTOR LTD | 464.0K | $120.9M | $120.9M | 1.28% | -7,448 | 2026-06-30 |
| 24 | TOST | TOAST INC | 3.96M | $110.1M | $126.0M | 1.33% | -112,090 | 2026-06-30 |
| 25 | TKO | TKO GROUP HOLDINGS INC | 537.4K | $108.2M | $102.2M | 1.08% | -27,473 | 2026-06-30 |
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