GG

GILDER GAGNON HOWE & CO LLC

13F
GILDER GAGNON HOWE & CO LLC
Last update 2025-05-15 233 Stocks (20 new)
Value $7.66 Bil Turnover 5 %
Countries:

GILDER GAGNON HOWE & CO LLC Profile

Gilder Gagnon Howe & Co is an investment management company based out of New York. The company was founded in 1968 as R. Gilder & Co with 50 employees and $25 million under management. The company had a rough start, losing many employees and much of its managed assets, but would recover by the mid-1970s. The company would then grow during the two decades of bull markets beginning in the 1980s, also encountering another obstacle during the crash of 1987. By 1991, Gilder Gagnon Howe & Co would have over $1 billion in total assets under management and would focus on investing in Asia and the online revolution, bringing its total assets under management to over $11 billion by 1999. The company would again be hit hard by the technology bubble burst in the early 2000s and financial crisis of 2008, emerging with $4.5 billion in assets. Gilder Gagnon Howe & Co has slowly recovered and currently has 77 employees with 26 of them being investment professionals. The company conducts its research both internally and externally utilizes fundamental, technical, and quantitative analysis to make its investment decisions. Gilder Gagnon Howe & Co invests most heavily in the information technology, health care, and consumer technology sectors, which each make up over a quarter of its total allocated assets, and also invests in a variety of sectors to a lesser degree including transports and finance. The company currently has $5.5 billion in total assets under management spread across almost 8,000 accounts with all but 241 of these accounts being discretionary, which makes up only $285 million of its total managed assets. Both its total number of accounts and total assets under management have been somewhat volatile in recent years, with its total managed assets going as low as $4.2 billion and as high as $6.3 billion in the most recent five years.
GILDER GAGNON HOWE & CO LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NFLX
Netflix Inc
473,412
441,471.1
-5.78%
5.760
-0.28%
0.110
+43.60%
+50.24%
569,895.2
Media - Diversified
AMZN
Amazon.com Inc
1,901,231
361,728.2
-5.28%
4.720
-0.25%
0.020
+15.31%
0%
2,329,121.6
Retail - Cyclical
NVDA
NVIDIA Corp
2,800,618
303,530.9
-14.09%
3.960
-0.67%
0.010
+45.78%
+17.67%
3,852,990.1
Semiconductors
META
Meta Platforms Inc
450,323
259,548.0
-9.70%
3.390
-0.31%
0.020
+28.16%
+26.27%
1,855,799.8
Interactive Media
ISRG
Intuitive Surgical Inc
489,786
242,576.2
+3.36%
3.170
+0.10%
0.140
+9.72%
+4.11%
194,768.1
Medical Devices & Instruments
NET
Cloudflare Inc
1,981,673
223,314.7
-11.50%
2.920
-0.30%
0.570
+73.78%
+81.86%
67,876.7
Software
TSLA
Tesla Inc
808,294
209,477.5
-41.44%
2.740
-2.49%
0.030
+22.57%
-21.34%
1,023,168.9
Vehicles & Parts
DUOL
Duolingo Inc
610,616
189,620.7
-10.49%
2.480
-0.25%
1.340
+32.00%
+26.43%
18,632.6
Software
NTRA
Natera Inc
1,166,404
164,941.2
-9.35%
2.150
-0.21%
0.850
+19.47%
+6.72%
23,068.2
Medical Diagnostics & Research
TOST
Toast Inc
4,545,457
150,772.8
+12.53%
1.970
+0.22%
0.790
+33.52%
+21.51%
25,622.4
Software

GILDER GAGNON HOWE & CO LLC's Historical Top Holdings Breakdowns

GILDER GAGNON HOWE & CO LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-2.49%
222.15 ($333.26) 428.22
$317.66
-4.68%
Reduce -41.44%
808,294
-572,033
LLY
Eli Lilly and Co
2025-03-31
Reduce
Reduce
-1.28%
725.72 ($832.09) 929.72
$779.53
-6.32%
Reduce -88.75%
19,448
-153,470
EPAM
EPAM Systems Inc
2025-03-31
Sold Out
Sold Out
-0.72%
168.84 ($220.54) 267.63
$176.82
-19.82%
Sold Out
0
-284,462
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.67%
106.98 ($126.74) 149.43
$157.99
24.66%
Reduce -14.09%
2,800,618
-459,453
ESLT
Elbit Systems Ltd
2025-03-31
New Buy
New Buy
+0.55%
261.47 ($323.73) 413
$449.50
38.85%
New holding
110,121
110,121
SN
SharkNinja Inc
2025-03-31
Add
Add
+0.54%
83.41 ($101.8) 114.44
$98.99
-2.76%
Add 4972.48%
501,618
491,729
BNTX
BioNTech SE
2025-03-31
Add
Add
+0.44%
91.06 ($111.96) 126.88
$106.47
-4.90%
Add 130.72%
649,284
367,872
TNDM
Tandem Diabetes Care Inc
2025-03-31
Sold Out
Sold Out
-0.36%
17.89 ($29.26) 37.53
$18.64
-36.30%
Sold Out
0
-931,894
MU
Micron Technology Inc
2025-03-31
Add
Add
+0.34%
86.89 ($96.05) 109.38
$123.25
28.32%
Add 103.08%
578,217
293,499
ANET
Arista Networks Inc
2025-03-31
Reduce
Reduce
-0.32%
77.48 ($101.39) 129.82
$102.31
0.91%
Reduce -22.75%
913,079
-268,953

GILDER GAGNON HOWE & CO LLC Total Holding History ($B)

To

GILDER GAGNON HOWE & CO LLC's Asset Allocation

To

GILDER GAGNON HOWE & CO LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

GILDER GAGNON HOWE & CO LLC's Hypothetical Growth since 2025-03-31

GILDER GAGNON HOWE & CO LLC's Yearly Returns

Year Portfolio % % Excess Gain %

GILDER GAGNON HOWE & CO LLC's Holdings Heat Map

Size field:

GILDER GAGNON HOWE & CO LLC's Holdings Bubble Chart

GILDER GAGNON HOWE & CO LLC News

  • 1

Discussions on GILDER GAGNON HOWE & CO LLC

No discussions yet.