Gilder Gagnon Howe & CO LLC Portfolio Holdings

Gilder Gagnon Howe & CO LLC

  • $7.02 Billion
  • Q1 2025

Gilder Gagnon Howe & CO LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.02 Billion distributed in 233 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Netflix Inc with a value of $441M, Amazon Com Inc with a value of $362M, Nvidia Corp with a value of $304M, Meta Platforms, Inc. with a value of $260M, and Intuitive Surgical Inc with a value of $243M.

Examining the 13F form we can see an decrease of $1.54B in the current position value, from $8.56B to 7.02B.

Gilder Gagnon Howe & CO LLC is based out at New York, NY

Below you can find more details about Gilder Gagnon Howe & CO LLC portfolio as well as his latest detailed transactions.

Portfolio value $7.02 Billion
Technology: $1.98 Billion
Consumer Cyclical: $1.39 Billion
Communication Services: $1.21 Billion
Healthcare: $1.11 Billion
Industrials: $524 Million
Financial Services: $362 Million
Consumer Defensive: $288 Million
Basic Materials: $78.9 Million
Other: $77.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Loar Holdings Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 11.65%
Arm Holdings PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 5.67%
$711M
$188,000 0.0% of portfolio
24,016
Q1 2025 Reduced 79.83%
$220M
$27,000 0.0% of portfolio
13,724
Q2 2023 New
Knife River Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 7.6%
Trisalus Life Sciences Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 5,637.57%
Tko Group Holdings Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.32%
Sharkninja Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 4,972.48%
$473M
$145,000 0.0% of portfolio
19,968
Q1 2025 New
Landbridge Company LLC
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 33.63%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 12.81%
Rubrik Inc.
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 30.9%
Root Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 61.09%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 23.66%
$13.9B
$306,000 0.0% of portfolio
17,153
Q1 2025 New
$658M
$210,000 0.0% of portfolio
25,201
Q1 2025 Reduced 74.8%
Ferguson Enterprises Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 20.49%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.01%
$241M
$191,000 0.0% of portfolio
172,541
Q1 2025 Reduced 25.2%
Skyward Specialty Ins Group
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.43%
Birkenstock Holding PLC
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 88.0%
Tempus Ai Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.59%
Bowhead Specialty Hldgs Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 5.38%
Talen Energy Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 17.34%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q1 2025 Added 9.28%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 70.04%
Standardaero Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.46%
Cava Group Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 175.86%
Soleno Therapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$126M
$280,000 0.0% of portfolio
412,379
Q1 2025 New
Smith Douglas Homes Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 11.08%
$186M
$260,000 0.0% of portfolio
41,566
Q1 2025 Reduced 0.11%

Summary

  • Portfolio
  • No. of Stocks 233
  • Current Value $7.02 Billion
  • Prior Value $8.56 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 156 stocks
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