Titelia

Holdings of GILDER GAGNON HOWE & CO LLC

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Net assets
-
Positions
222 in 8 countries
Top ten
38.2 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 2,532,418441.7M $
2Netflix Inc 4,191,843403M $
3Cloudflare Inc 1,778,168366.9M $
4Amazon.com Inc 1,751,990364.9M $
5Tesla Inc 619,700230.4M $
6Meta Platforms Inc 394,067225.5M $
7Intuitive Surgical Inc 449,557207.2M $
8Quanta Services Inc 373,698205.2M $
9NATERA INC 755,275151M $
10Alphabet Inc 478,792137.7M $
11EchoStar Corp 1,173,977137.4M $
12Micron Technology Inc 385,605130.3M $
13Embraer SA 2,119,373125.8M $
14Alphabet Inc 419,748120.4M $
15QXO Inc 5,988,681116.3M $
16TKO Group Holdings Inc 564,911113.9M $
17New York Times Co/The 1,356,477113.6M $
18SITIME CORP 326,068112.6M $
19Toast Inc 4,069,162107.9M $
20Shake Shack Inc 1,155,577102.2M $
21Arcutis Biotherapeutics Inc 4,304,010101.4M $
22Robinhood Markets Inc 1,447,235100.3M $
23Arista Networks Inc 797,22197.9M $
24MERCADOLIBRE INC 55,55296.1M $
25ROBLOX Corp 1,680,55895.1M $
26ALNYLAM PHARMACEUTICALS INC 280,09292.7M $
27Gap Inc/The 3,672,04888.9M $
28Enphase Energy Inc 2,146,39181.2M $
29Sphere Entertainment Co 561,45765.9M $
30Figure Technology Solutions Inc 1,930,65165.5M $
31ARM Holdings PLC 408,25761.8M $
32LPL Financial Holdings Inc 194,72658.6M $
33Pool Corp 281,95057M $
34Cboe Global Markets Inc 202,94057M $
35Airbnb Inc 424,67953.6M $
36Rivian Automotive Inc 3,547,58153.4M $
37Boot Barn Holdings Inc 347,78750.9M $
38Reddit Inc 376,18950.7M $
39Duolingo Inc 508,55050.1M $
40Freshpet Inc 808,56647.7M $
41nLight Inc 786,28544.8M $
42Affirm Holdings Inc 958,00543.9M $
43Tamboran Resources Corp 841,06342M $
44Appfolio Inc 265,33041.9M $
45Martin Marietta Materials Inc 69,17340.7M $
46Palantir Technologies Inc 275,32340.3M $
47HubSpot Inc 161,81839.5M $
48Live Oak Bancshares Inc 1,193,11439.5M $
49Applied Optoelectronics Inc 455,37538.5M $
50TALEN ENERGY CORP 120,18138.4M $
51Calix Inc 779,09238.2M $
52ServiceTitan Inc 594,66537.7M $
53XOMETRY INC 921,18137.6M $
54Grupo Aeromexico SAB de CV 2,437,74334.2M $
55General Electric Co 116,62033.1M $
56ALIGNMENT HEALTHCARE INC 1,833,69132.3M $
57SiteOne Landscape Supply Inc 240,40032M $
58Sprouts Farmers Market Inc 407,25831.4M $
59Bridgebio Pharma Inc 420,32531.2M $
60Porch Group Inc 4,174,91729.9M $
61TEXAS ROADHOUSE INC 180,16829.8M $
62Microsoft Corp 77,78728.8M $
63Taiwan Semiconductor Manufacturing Co Ltd 79,52526.9M $
64Roku Inc 272,33725.8M $
65Loar Holdings Inc 440,86825.3M $
66TransDigm Group Inc 21,48124.9M $
67Via Transportation Inc 1,539,57123.1M $
68SOLARIS ENERGY INFRASTRUCTURE INC 408,02323.1M $
69Intel Corp 521,12223M $
70Citigroup Inc 193,73622M $
71CYTOKINETICS INC 330,98921.8M $
72Option Care Health Inc 801,14221.6M $
73Apple Inc 79,04020.1M $
74KYMERA THERAPEUTICS INC 235,43319.6M $
75Nektar Therapeutics 271,75819.6M $
76Tempus AI Inc 384,54817.4M $
77Corning Inc 124,94017M $
78Aehr Test Systems 444,29616.5M $
79Glaukos Corp 152,89716.5M $
80WOODWARD INC 45,81916.4M $
81W R Berkley Corp 240,23915.9M $
82Madrigal Pharmaceuticals Inc 29,39115.4M $
83Magnolia Oil & Gas Corp 486,52615.4M $
84GE VERNOVA INC 16,48714.4M $
85Kratos Defense & Security Solutions Inc 200,01714.1M $
86Mastercard Inc 27,73213.9M $
87FIGMA INC 651,59713.8M $
88SI-BONE Inc 1,048,51613.2M $
89Chart Industries Inc 64,03513.2M $
90Oscar Health Inc 1,074,59212.3M $
91MADISON SQUARE GARDEN SPORTS CORP 37,49912.1M $
92Legence Corp 199,10211.2M $
93Bloom Energy Corp 81,58311.1M $
94Planet Labs PBC 387,60410.8M $
95Resideo Technologies Inc 311,50510.5M $
96Krystal Biotech Inc 40,12810.4M $
97Allient Inc 171,85710.2M $
98Universal Technical Institute Inc 279,22310.1M $
99Moody's Corp 22,1659.7M $
100Cogent Communications Holdings Inc 499,2909.4M $

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Sector breakdown

  • Technology 17.1 %
  • Communication 15.7 %
  • Consumer discretionary 10.6 %
  • Health care 6.4 %
  • Industrials 4.3 %
  • Financials 3.9 %
  • Materials 0.7 %
  • Consumer staples 0.2 %
  • Real estate 0.1 %
  • Utilities 0.1 %
  • Unattributed 40.9 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 95.1 %
  • Brazil 1.8 %
  • Uruguay 1.3 %
  • United Kingdom 0.9 %
  • Mexico 0.5 %
  • Taiwan 0.4 %
  • India 0.1 %
  • Netherlands 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States2136.8B $95.07 %
2Brazil1125.8M $1.76 %
3Uruguay196.1M $1.34 %
4United Kingdom262M $0.87 %
5Mexico134.2M $0.48 %
6Taiwan126.9M $0.38 %
7India25.9M $0.08 %
8Netherlands11.7M $0.02 %
Cite this page

Titelia. "Holdings of GILDER GAGNON HOWE & CO LLC". https://titelia.com/en/funds/US13F902464