StockDriftsStockDriftsTop 50 Gilder Gagnon Howe & CO LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.96% | 2.40M | $480.7M | -5.13%(-129.98K) | $9.62(+2250.17%) | 2026-06-30 | |
| NET | CLOUDFLARE INC | 4.22% | 1.67M | $409.2M | -6.18%(-109.82K) | $28.85(+955.01%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.14% | 1.68M | $401.4M | -3.87%(-67.76K) | $0.00 | 2026-06-30 | |
| NFLX | NETFLIX INC. | 2.95% | 4.00M | $285.5M | -4.60%(-192.63K) | $0.00 | 2026-06-30 | |
| PWR | QUANTA SVCS INC | 2.81% | 378.1K | $272.2M | +1.18%(+4.40K) | $162.18(+330.47%) | 2026-06-30 | |
| NBIS | NEBIUS GROUP N.V. | 2.48% | 870.8K | $240.5M | -8.44%(-80.32K) | $45.57(+505.36%) | 2026-06-30 | |
| TSLA | TESLA INC | 2.47% | 569.3K | $239.4M | -8.14%(-50.44K) | $0.00 | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.4% | 201.6K | $232.8M | -47.71%(-183.96K) | $94.52(+973.66%) | 2026-06-30 | |
| SHOP | SHOPIFY INC | 2.16% | 1.84M | $209.6M | -14.82%(-319.32K) | $58.02(+165.99%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.01% | 345.4K | $194.5M | -12.36%(-48.69K) | $185.77(+212.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.08% | +81.95% | +2.19% | +11.46% |
| Top 20 Holdings Unweighted | +21.93% | +81.25% | +1.40% | +7.21% |
Gilder Gagnon Howe & CO LLC reports $9.69B in US-listed equity holdings across 274 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.0%), NET (4.2%) and AMZN (4.1%). The top 20 holdings account for 46.9% of reported assets. Its disclosed equity book has returned +81.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gilder Gagnon Howe & CO LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 902464). View Gilder Gagnon Howe & CO LLC’s 13F filings on SEC