GILDER GAGNON HOWE & CO LLC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
250
Total value ($000)
$9,474,390
Net value change ($000)
-340,021 (-3.5%)
New positions
36
Sold out positions
35
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
RDDT 80,931 592.0%
AERO 58,785 NEW
MU 56,416 66.2%
SATS 53,362 112.0%
SPHR 53,354 NEW
ISRG 53,161 24.7%
ARQT 45,851 54.9%
NTRA 35,385 22.9%
GOOGL 32,192 26.9%
GOOGL 24,998 25.7%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -129,010 -24.0%
RBLX -98,880 -41.8%
DUOL -95,437 -51.8%
PCOR -74,653 -98.5%
NET -48,187 -12.2%
APPF -45,142 -31.6%
ROKU -44,481 -46.0%
META -38,384 -12.4%
FIGR -37,125 -31.2%
DKS -33,173 -100.0%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type