13F Insight
DOSSIER · 13F-HR · Q2 2026

GILDER GAGNON HOWE & CO LLC

$9.7B in tracked AUM across 274 positions as of Q2 2026.

GG
CIK 0000902464 · last filed Jun 30, 2026
Total AUM
$9.7B
as of Q2 2026
Holdings
274
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Portfolio Overview

Gilder Gagnon Howe & Co LLC reported a significant contraction in portfolio value for the quarter ended September 30, 2025, with total assets under management (AUM) decreasing by 32.4%, falling from $9.42 billion to $6.37 billion. This reduction was not merely a function of market valuation but was accompanied by aggressive portfolio restructuring. The firm executed a high-turnover strategy, clearing out 21 positions while initiating 21 new ones, and reducing stakes in 23 ...

The portfolio currently consists of 153 holdings, indicating a moderately concentrated approach. The top 10 positions account for approximately 47% of the total portfolio value, suggesting a high-conviction strategy focused on specific secular growth themes. The substantial drop in AUM alongside the high volume of exited positions implies the firm engaged in significant profit-taking or a strategic pivot away from previous high-fliers, moving capital into new opportunities.

Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$481M2.4M5.0%02
NET
CLOUDFLARE INC
$409M1.7M4.2%03
AMZN
AMAZON COM INC
$401M1.7M4.1%04
NFLX
NETFLIX INC.
$286M4.0M2.9%05
PWR
QUANTA SVCS INC
$272M378K2.8%06
N97284108
NEBIUS GROUP N.V.
$240M871K2.5%07
TSLA
TESLA INC
$239M569K2.5%08
MU
MICRON TECHNOLOGY INC
$233M202K2.4%09
SHOP
SHOPIFY INC
$210M1.8M2.2%10
META
META PLATFORMS INC
$195M345K2.0%

Filing history

2026Q2Jun 30
$9.7B▲ 16.2%
274 positionsView →2026Q1Mar 31
$8.3B▼ 12.0%
252 positionsView →2025Q4Dec 31
$9.5B▲ 48.8%
250 positionsView →2025Q3Sep 30
$6.4B▼ 32.4%
153 positionsView →2025Q2Jun 30
$9.4B▲ 23.0%
238 positionsLocked2025Q1Mar 31
$7.7B▼ 17.4%
233 positionsLocked2024Q4Dec 31
$9.3B▲ 11.0%
254 positionsLocked2024Q3Sep 30
$8.4B▲ 4.7%
250 positionsLocked2024Q2Jun 30
$8.0B▼ 0.3%
251 positionsLocked2024Q1Mar 31
$8.0B▲ 9.8%
257 positionsLocked2023Q4Dec 31
$7.3B▲ 10.8%
250 positionsLocked2023Q3Sep 30
$6.6B▼ 10.0%
258 positionsLocked
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