1y return+9.5%S&P 500 +20.9%
3y return+70.2%S&P 500 +68.5%
5y return+7.2%S&P 500 +74.5%
10y return+414.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $515 against $357 in the S&P 500.2
Gilder Gagnon Howe & Co LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $480.7M | 5.0% | −5.1% |
| NETCloudflare Inc | $409.2M | 4.2% | −6.2% |
| AMZNAmazon Com Inc | $401.4M | 4.1% | −3.9% |
| NFLXNetflix Inc. | $285.5M | 2.9% | −4.6% |
| PWRQuanta Svcs Inc | $272.2M | 2.8% | +1.2% |
| Nebius Group N.v.CUSIP N97284108 | $240.5M | 2.5% | −8.4% |
| TSLATesla Inc | $239.4M | 2.5% | −8.1% |
| MUMicron Technology Inc | $232.8M | 2.4% | −47.7% |
| SHOPShopify Inc | $209.6M | 2.2% | −14.8% |
| METAMeta Platforms Inc | $194.5M | 2.0% | −12.4% |
| GOOGLAlphabet Inc | $192.5M | 2.0% | +12.5% |
| SITMSitime Corp | $179.3M | 1.9% | −26.2% |
| ENPHEnphase Energy Inc | $171.3M | 1.8% | +62.1% |
| ARMArm Holdings PLC | $163.6M | 1.7% | +13.0% |
| ISRGIntuitive Surgical Inc | $161.6M | 1.7% | −9.6% |
| GOOGAlphabet Inc | $152.2M | 1.6% | +2.6% |
| HOODRobinhood Mkts Inc | $146.4M | 1.5% | |
| Sharkninja IncCUSIP G8068L108 | $142.4M | 1.5% | −2.3% |
| NTRANatera Inc | $135.2M | 1.4% | −34.1% |
| EMBJEmbraer S.a. | $133.9M | 1.4% | −1.0% |
| ANETArista Networks Inc | $129.7M | 1.3% | −4.3% |
| INTCIntel Corp | $122.0M | 1.3% | +67.7% |
| Tower Semiconductor LtdCUSIP M87915274 | $120.9M | 1.2% | −1.6% |
| TOSTToast Inc | $110.1M | 1.1% | −2.8% |
| TKOTko Group Holdings Inc | $108.2M | 1.1% | −4.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $480.7M |
| SITMSitime Corp | June 30, 2020 | +1472.6% | $179.3M |
| PWRQuanta Svcs Inc | March 31, 2021 | +718.4% | $272.2M |
| ECHOEchostar Corp | March 31, 2024 | +612.3% | $92.7M |
| NETCloudflare Inc | June 30, 2020 | +582.3% | $409.2M |
| ARMArm Holdings PLC | September 30, 2023 | +562.5% | $163.6M |
| NTRANatera Inc | June 30, 2020 | +444.4% | $135.2M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $192.5M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $152.2M |
| Nebius Group N.v.CUSIP N97284108 | June 30, 2025 | +399.1% | $240.5M |
Sold off last quarter
- SHAKShake Shack Inc was $102.2M
- CBOECboe Global Mkts Inc was $57.0M
- SFMSprouts Fmrs Mkt Inc was $31.4M
- ROKURoku Inc was $25.8M
- BRCBBlack Rock Coffee Bar Inc was $7.8M
- CMECme Group Inc was $6.8M
- MCDMcdonalds Corp was $6.8M
- WCNWaste Connections Inc was $5.5M
- EWYIshares Inc was $4.1M
- CIENCiena Corp was $4.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.3% | +14.8% |
| March 31, 2026 | −8.7% | −4.6% |
| December 31, 2025 | −0.9% | +2.4% |
| September 30, 2025 | +5.0% | +7.8% |
| June 30, 2025 | +22.5% | +10.5% |
| March 31, 2025 | −10.9% | −4.6% |
| December 31, 2024 | +10.7% | +2.1% |
| September 30, 2024 | +7.4% | +5.4% |
| June 30, 2024 | +1.3% | +4.0% |
| March 31, 2024 | +10.6% | +10.0% |
| December 31, 2023 | +15.5% | +11.2% |
| September 30, 2023 | −7.5% | −3.6% |
| June 30, 2023 | +12.4% | +8.3% |
| March 31, 2023 | +15.8% | +7.0% |
| December 31, 2022 | −4.9% | +7.1% |
| September 30, 2022 | +7.0% | −5.3% |
| June 30, 2022 | −34.0% | −16.5% |
| March 31, 2022 | −21.4% | −4.9% |
| December 31, 2021 | −3.7% | +10.7% |
| September 30, 2021 | −4.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Gilder Gagnon Howe & Co LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=902464&type=13F-HR&dateb=&owner=include&count=40CIK 902464
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/902464/000117266126003462/Filed August 14, 2026 · accession 0001172661-26-003462