GILDER GAGNON HOWE & CO LLC

Q2 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
238
Total value ($000)
$9,419,878
Net value change ($000)
+1,760,989 (23.0%)
New positions
34
Sold out positions
29
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
NFLX 189,232 42.9%
NET 159,701 71.5%
NVDA 133,106 43.9%
SHOP 130,504 89.8%
QXO 112,589 NEW
RBLX 80,873 79.5%
SHAK 71,684 56.1%
META 65,829 25.4%
DUOL 53,405 28.2%
FNV 52,750 1131.7%
Top Reduces (Value $000, Stocks/ETFs)
DKS -62,299 -67.7%
CRM -61,731 -97.5%
MDB -47,499 -67.9%
BRBR -36,189 -100.0%
KNF -34,193 -37.0%
ZM -30,030 -100.0%
ASAN -27,427 -95.5%
FRPT -27,222 -23.3%
TARS -18,286 -85.4%
INSP -17,345 -59.3%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type