GILDER GAGNON HOWE & CO LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
252
Total value ($000)
$8,335,310
Net value change ($000)
-1,139,080 (-12.0%)
New positions
35
Sold out positions
33
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ENPH 80,101 7599.7%
MDA 48,922 NEW
PWR 47,584 30.2%
LASR 44,834 NEW
LOB 39,456 NEW
SATS 36,412 36.0%
ESLT 32,943 53.2%
TSEM 27,316 49.3%
INTC 22,997 NEW
AAOI 21,961 132.6%
Top Reduces (Value $000, Stocks/ETFs)
BSX -101,901 -99.2%
TSLA -96,346 -29.5%
SHOP -95,060 -27.1%
ISRG -60,956 -22.7%
APPF -55,707 -57.1%
AMZN -50,499 -12.2%
MSFT -49,889 -63.4%
TOST -48,036 -30.8%
META -45,349 -16.7%
RDDT -43,947 -46.5%
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