GILDER GAGNON HOWE & CO LLC

Q1 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
233
Total value ($000)
$7,658,889
Net value change ($000)
-1,615,839 (-17.4%)
New positions
20
Sold out positions
41
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ESLT 42,251 NEW
SN 40,877 4244.8%
EMBJ 32,011 35.8%
BNTX 27,057 84.4%
MU 26,279 109.7%
TWLO 17,727 NEW
SPNT 16,888 39.0%
TKO 15,755 16.5%
MELI 13,475 13.3%
PRCH 12,686 NEW
Top Reduces (Value $000, Stocks/ETFs)
TSLA -347,954 -62.4%
NVDA -134,264 -30.7%
LLY -117,431 -88.0%
FRPT -108,612 -48.2%
AMZN -78,614 -17.9%
EPAM -66,513 -100.0%
SHAK -62,323 -32.8%
ANET -59,905 -45.9%
PWR -46,606 -30.6%
HUBS -46,086 -29.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type