2026 Q1 Portfolio Activity
In 2026 Q1, GILDER GAGNON HOWE & CO LLC maintained a portfolio of 285 distinct positions. The most significant new addition was MDA SPACE LTD, now representing 0.59% of the total fund value. They heavily accumulated shares in ENPHASE ENERGY INC, increasing the position by 6429.5%. The fund also reduced its exposure to BOSTON SCIENTIFIC CORP by 98.8%.
Position History
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Total Positions
285
Quarter
2026 Q1
Top Holding
NVDA (5.3%)
Top 10 Concentration
34.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 285
GILDER GAGNON HOWE & CO LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 5.30% | 5.08% |
#1
Prev: #1
|
4.6 |
—
|
-47,291 | -1.8% |
P
S
|
2,532,418 | $441,653,720 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 4.84% | 4.32% |
#2
1
Prev: #3
|
3.9 |
—
|
-173,533 | -4.0% |
P
S
|
4,191,843 | $403,045,727 | 2003 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NET
CLOUDFLARE INC
|
Technology | 4.40% | 3.65% |
#3
2
Prev: #5
|
3.3 |
—
|
23,707 | 1.4% |
P
S
|
1,778,168 | $366,907,151 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.38% | 4.38% |
#4
2
Prev: #2
|
2.8 |
—
|
-47,619 | -2.6% |
P
S
|
1,751,990 | $364,886,954 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SHOP
SHOPIFY INC
|
Technology | 3.07% | 3.70% |
#5
1
Prev: #4
|
2.2 |
—
|
-23,653 | -1.1% |
P
S
|
2,154,743 | $255,595,621 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 2.76% | 3.45% |
#6
Prev: #6
|
1.6 |
—
|
-106,797 | -14.7% |
P
S
|
619,700 | $230,373,607 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.70% | 2.86% |
#7
Prev: #7
|
1.6 |
—
|
-16,190 | -3.9% |
P
S
|
394,067 | $225,457,647 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 2.49% | 2.83% |
#8
Prev: #8
|
1.5 |
—
|
-23,988 | -5.1% |
P
S
|
449,557 | $207,241,434 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 2.46% | 1.66% |
#9
1
Prev: #10
|
1.5 |
—
|
331 | 0.1% |
P
S
|
373,698 | $205,167,401 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NTRA
NATERA INC
|
Healthcare | 1.81% | 2.00% |
#10
1
Prev: #9
|
1.2 |
—
|
-73,025 | -8.8% |
P
S
|
755,275 | $151,047,391 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.65% | 1.60% |
#11
1
Prev: #12
|
1.2 |
—
|
-7,017 | -1.4% |
P
S
|
478,792 | $137,681,428 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SATS
ECHOSTAR CORP
|
Communication Services | 1.65% | 1.07% |
#12
15
Prev: #27
|
3.2 |
—
|
244,585 | 26.3% |
P
S
|
1,173,977 | $137,437,487 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.56% | 1.50% |
#13
2
Prev: #15
|
0.6 |
—
|
-110,729 | -22.3% |
P
S
|
385,605 | $130,272,793 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ERJ
EMBRAER S.A.
|
Unknown | 1.51% | 1.58% |
#14
1
Prev: #13
|
1.1 |
—
|
-203,922 | -8.8% |
P
S
|
2,119,373 | $125,763,594 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.44% | 1.29% |
#15
5
Prev: #20
|
2.6 |
—
|
29,966 | 7.7% |
P
S
|
419,748 | $120,408,911 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QXO
QXO INC
|
Industrials | 1.40% | 1.27% |
#16
5
Prev: #21
|
1.1 |
—
|
-237,374 | -3.8% |
P
S
|
5,988,681 | $116,300,185 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TKO
TKO GROUP HOLDI...
|
Communication Services | 1.37% | 1.53% |
#17
3
Prev: #14
|
1.0 |
—
|
-129,689 | -18.7% |
P
S
|
564,911 | $113,914,303 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NYT
NEW YORK TIMES ...
|
Communication Services | 1.36% | 0.99% |
#18
13
Prev: #31
|
1.0 |
—
|
7,856 | 0.6% |
P
S
|
1,356,477 | $113,577,777 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SITM
SITIME CORP
|
Technology | 1.35% | 1.38% |
#19
2
Prev: #17
|
1.0 |
—
|
-45,226 | -12.2% |
P
S
|
326,068 | $112,607,584 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TOST
TOAST INC
|
Technology | 1.29% | 1.65% |
#20
9
Prev: #11
|
1.0 |
—
|
-321,402 | -7.3% |
P
S
|
4,069,162 | $107,873,485 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SHAK
SHAKE SHACK INC
|
Consumer Cyclical | 1.23% | 1.09% |
#21
4
Prev: #25
|
1.0 |
—
|
-113,539 | -8.9% |
P
S
|
1,155,577 | $102,233,867 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ARQT
ARCUTIS BIOTHER...
|
Healthcare | 1.22% | 1.37% |
#22
4
Prev: #18
|
1.0 |
—
|
-149,846 | -3.4% |
P
S
|
4,304,010 | $101,402,476 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SN
SHARKNINJA INC
|
Consumer Cyclical | 1.22% | 1.17% |
#23
1
Prev: #22
|
1.0 |
—
|
-33,517 | -3.4% |
P
S
|
957,107 | $101,357,631 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 1.20% | 0.92% |
#24
10
Prev: #34
|
3.5 |
—
|
674,289 | 87.2% |
P
S
|
1,447,235 | $100,293,386 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 1.18% | 0.90% |
#25
10
Prev: #35
|
1.0 |
—
|
-62,893 | -6.2% |
P
S
|
951,093 | $98,685,410 | 2012 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.17% | 1.13% |
#26
2
Prev: #24
|
1.0 |
—
|
-19,310 | -2.4% |
P
S
|
797,221 | $97,882,794 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 1.15% | 1.16% |
#27
4
Prev: #23
|
1.0 |
—
|
789 | 1.4% |
P
S
|
55,552 | $96,050,965 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RBLX
ROBLOX CORP
|
Communication Services | 1.14% | 1.46% |
#28
12
Prev: #16
|
1.0 |
—
|
-21,552 | -1.3% |
P
S
|
1,680,558 | $95,052,360 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ESLT
ELBIT SYS LTD
|
Industrials | 1.14% | 0.65% |
#29
20
Prev: #49
|
1.0 |
—
|
4,560 | 4.3% |
P
S
|
111,684 | $94,829,768 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALNY
ALNYLAM PHARMAC...
|
Healthcare | 1.11% | 1.34% |
#30
11
Prev: #19
|
0.9 |
—
|
-39,213 | -12.3% |
P
S
|
280,092 | $92,674,097 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TBBB
BBB FOODS INC
|
Consumer Defensive | 1.08% | 0.89% |
#31
5
Prev: #36
|
0.9 |
—
|
42,814 | 1.7% |
P
S
|
2,554,224 | $90,342,903 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GAP
GAP INC
|
Consumer Cyclical | 1.07% | 1.01% |
#32
3
Prev: #29
|
0.9 |
—
|
-63,060 | -1.7% |
P
S
|
3,672,048 | $88,863,562 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FNV
FRANCO NEV CORP
|
Basic Materials | 1.00% | 0.75% |
#33
10
Prev: #43
|
0.9 |
—
|
-3,437 | -1.0% |
P
S
|
337,700 | $83,428,785 | 2012 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSEM
TOWER SEMICONDU...
|
Technology | 0.99% | 0.58% |
#34
20
Prev: #54
|
0.9 |
—
|
-488 | -0.1% |
P
S
|
471,466 | $82,732,854 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ENPH
ENPHASE ENERGY ...
|
Technology | 0.97% | 0.01% |
#35
181
Prev: #216
|
3.4 |
—
|
2,113,519 | 6429.5% |
P
S
|
2,146,391 | $81,155,044 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPHR
SPHERE ENTERTAI...
|
Communication Services | 0.79% | 0.56% |
#36
19
Prev: #55
|
0.8 |
—
|
311 | 0.1% |
P
S
|
561,457 | $65,915,052 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FIGR
FIGURE TECHNOLO...
|
Financial Services | 0.79% | 0.86% |
#37
Prev: #37
|
0.8 |
—
|
-74,492 | -3.7% |
P
S
|
1,930,651 | $65,545,601 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPNT
SIRIUSPOINT LTD
|
Financial Services | 0.76% | 0.76% |
#38
2
Prev: #40
|
0.8 |
—
|
-348,073 | -10.6% |
P
S
|
2,945,802 | $63,452,575 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ARM
ARM HOLDINGS PL...
|
Technology | 0.74% | 0.42% |
#39
26
Prev: #65
|
2.3 |
—
|
41,528 | 11.3% |
P
S
|
408,257 | $61,761,117 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LPLA
LPL FINL HLDGS ...
|
Financial Services | 0.70% | 0.98% |
#40
8
Prev: #32
|
0.3 |
—
|
-64,344 | -24.8% |
P
S
|
194,726 | $58,579,423 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
POOL
POOL CORP
|
Industrials | 0.68% | 0.68% |
#41
5
Prev: #46
|
0.8 |
—
|
1,093 | 0.4% |
P
S
|
281,950 | $57,046,842 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CBOE
CBOE GLOBAL MKT...
|
Financial Services | 0.68% | 0.55% |
#42
15
Prev: #57
|
0.8 |
—
|
-4,362 | -2.1% |
P
S
|
202,940 | $57,040,250 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 0.68% | 0.80% |
#43
4
Prev: #39
|
0.8 |
—
|
-12,401 | -9.5% |
P
S
|
117,482 | $56,968,197 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 0.64% | 0.62% |
#44
9
Prev: #53
|
0.8 |
—
|
-7,874 | -1.8% |
P
S
|
424,679 | $53,628,464 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RIVN
RIVIAN AUTOMOTI...
|
Consumer Cyclical | 0.64% | 0.75% |
#45
4
Prev: #41
|
0.8 |
—
|
-54,375 | -1.5% |
P
S
|
3,547,581 | $53,391,094 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BOOT
BOOT BARN HLDGS...
|
Consumer Cyclical | 0.61% | 0.67% |
#46
2
Prev: #48
|
0.7 |
—
|
-10,159 | -2.8% |
P
S
|
347,787 | $50,902,105 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RDDT
REDDIT INC
|
Communication Services | 0.61% | 1.00% |
#47
17
Prev: #30
|
0.7 |
—
|
-35,353 | -8.6% |
P
S
|
376,189 | $50,653,849 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DUOL
DUOLINGO INC
|
Technology | 0.60% | 0.94% |
#48
15
Prev: #33
|
0.7 |
—
|
2,419 | 0.5% |
P
S
|
508,550 | $50,127,772 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
ACCELERANT HOLD...
|
|
Unknown | 0.60% | 0.64% |
#49
2
Prev: #51
|
0.7 |
—
|
40,286 | 1.1% |
P
S
|
3,743,364 | $50,011,343 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
MDALF
MDA SPACE LTD
|
Industrials | 0.59% | — |
#50
Prev: #—
|
3.7 |
—
|
1,932,161 | — |
NEW
|
1,932,161 | $48,922,317 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 285 holdings