GILDER GAGNON HOWE & CO LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
274
Total value ($000)
$9,687,005
Net value change ($000)
+1,351,695 (16.2%)
New positions
50
Sold out positions
28
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
NBIS 141,797 143.7%
MU 102,484 78.7%
ARM 101,859 164.9%
INTC 99,002 430.5%
ENPH 90,149 111.1%
ACMR 78,033 2783.9%
PWR 67,077 32.7%
SITM 66,723 59.3%
DASH 61,497 1273.0%
RTX 59,285 NEW
Top Reduces (Value $000, Stocks/ETFs)
NFLX -117,502 -29.2%
SHAK -102,234 -100.0%
ARQT -66,970 -66.0%
CBOE -57,040 -100.0%
RBLX -49,276 -51.8%
SHOP -46,027 -18.0%
ISRG -45,676 -22.0%
SATS -44,769 -32.6%
QXO -33,556 -28.9%
SFM -31,412 -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