GILDER GAGNON HOWE & CO LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ENPHASE ENERGY INC(ENPH) | 32,872 | 2,146,391 | +2,113,519 | 1,053,548 | 81,155,044 | 0.97% | +80,101,496 |
| MDA SPACE LTD(MDA) | 0 | 1,932,161 | +1,932,161 | 0 | 48,922,317 | 0.59% | +48,922,317 |
| QUANTA SVCS INC | 373,367 | 373,698 | +331 | 157,583,065 | 205,167,401 | 2.46% | +47,584,336 |
| NLIGHT INC(LASR) | 0 | 786,285 | +786,285 | 0 | 44,833,971 | 0.54% | +44,833,971 |
| LIVE OAK BANCSHARES INC(LOB) | 0 | 1,193,114 | +1,193,114 | 0 | 39,456,280 | 0.47% | +39,456,280 |
| ECHOSTAR CORP(ECHO) | 929,392 | 1,173,977 | +244,585 | 101,024,910 | 137,437,487 | 1.65% | +36,412,577 |
| ELBIT SYS LTD(ESLT) | 107,124 | 111,684 | +4,560 | 61,886,606 | 94,829,768 | 1.14% | +32,943,162 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 471,954 | 471,466 | -488 | 55,416,839 | 82,732,854 | 0.99% | +27,316,015 |
| INTEL CORP(INTC) | 0 | 521,122 | +521,122 | 0 | 22,997,114 | 0.28% | +22,997,114 |
| APPLIED OPTOELECTRONICS INC(AAOI) | 475,015 | 455,375 | -19,640 | 16,559,023 | 38,520,171 | 0.46% | +21,961,148 |
| ARM HOLDINGS PLC | 366,729 | 408,257 | +41,528 | 40,087,145 | 61,761,117 | 0.74% | +21,673,972 |
| CLOUDFLARE INC(NET) | 1,754,461 | 1,778,168 | +23,707 | 345,891,953 | 366,907,151 | 4.40% | +21,015,198 |
| TAMBORAN RES CORP(TBN) | 794,648 | 841,063 | +46,415 | 21,638,265 | 42,044,739 | 0.50% | +20,406,474 |
| NEW YORK TIMES CO MTN BE(NYT) | 1,348,621 | 1,356,477 | +7,856 | 93,621,235 | 113,577,777 | 1.36% | +19,956,542 |
| CORNING INC(GLW) | 17,682 | 124,940 | +107,258 | 1,548,236 | 16,988,092 | 0.20% | +15,439,856 |
| NEBIUS GROUP N.V.(NBIS) | 1,013,986 | 951,093 | -62,893 | 84,875,698 | 98,685,410 | 1.18% | +13,809,712 |
| ROBINHOOD MKTS INC(HOOD) | 772,946 | 1,447,235 | +674,289 | 87,420,193 | 100,293,386 | 1.20% | +12,873,193 |
| FRANCO NEV CORP(FNV) | 341,137 | 337,700 | -3,437 | 70,710,877 | 83,428,785 | 1.00% | +12,717,908 |
| SPHERE ENTERTAINMENT CO(SPHR) | 561,146 | 561,457 | +311 | 53,353,762 | 65,915,052 | 0.79% | +12,561,290 |
| SOLARIS ENERGY INFRAS INC(SEI) | 244,045 | 408,023 | +163,978 | 11,218,749 | 23,057,380 | 0.28% | +11,838,631 |
| LEGENCE CORP(LGN) | 0 | 199,102 | +199,102 | 0 | 11,241,299 | 0.13% | +11,241,299 |
| NEKTAR THERAPEUTICS(NKTR) | 208,302 | 271,758 | +63,456 | 8,807,009 | 19,552,988 | 0.23% | +10,745,979 |
| BLOOM ENERGY CORP | 4,169 | 81,583 | +77,414 | 362,244 | 11,053,681 | 0.13% | +10,691,437 |
| KRYSTAL BIOTECH INC(KRYS) | 0 | 40,128 | +40,128 | 0 | 10,365,865 | 0.12% | +10,365,865 |
| ALLIENT INC | 0 | 171,857 | +171,857 | 0 | 10,155,030 | 0.12% | +10,155,030 |
| APPLE INC(AAPL) | 36,743 | 79,040 | +42,297 | 9,989,039 | 20,059,643 | 0.24% | +10,070,604 |
| AEHR TEST SYS(AEHR) | 317,948 | 444,296 | +126,348 | 6,419,370 | 16,474,496 | 0.20% | +10,055,126 |
| PLANET LABS PBC(PL) | 93,000 | 387,604 | +294,604 | 1,833,960 | 10,833,532 | 0.13% | +8,999,572 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 64,104 | 79,525 | +15,421 | 19,480,565 | 26,875,474 | 0.32% | +7,394,909 |
| CME GROUP INC(CME) | 0 | 23,148 | +23,148 | 0 | 6,836,762 | 0.08% | +6,836,762 |
| MCDONALDS CORP(MCD) | 0 | 21,757 | +21,757 | 0 | 6,761,858 | 0.08% | +6,761,858 |
| DATADOG INC(DDOG) | 12,776 | 71,799 | +59,023 | 1,737,408 | 8,475,872 | 0.10% | +6,738,464 |
| BBB FOODS INC(TBBB) | 2,511,410 | 2,554,224 | +42,814 | 83,855,980 | 90,342,903 | 1.08% | +6,486,923 |
| MOODYS CORP(MCO) | 8,063 | 22,165 | +14,102 | 4,118,984 | 9,669,481 | 0.12% | +5,550,497 |
| CYTOMX THERAPEUTICS INC. | 0 | 1,120,309 | +1,120,309 | 0 | 5,265,452 | 0.06% | +5,265,452 |
| SI BONE INC | 413,958 | 1,048,516 | +634,558 | 8,163,252 | 13,242,757 | 0.16% | +5,079,505 |
| FTAI AVIATION LTD(FTAI) | 188,013 | 171,513 | -16,500 | 37,010,359 | 42,020,685 | 0.50% | +5,010,326 |
| CBOE GLOBAL MKTS INC(CBOE) | 207,302 | 202,940 | -4,362 | 52,032,716 | 57,040,250 | 0.68% | +5,007,534 |
| VERTIV HOLDINGS CO(VRT) | 0 | 19,355 | +19,355 | 0 | 4,849,976 | 0.06% | +4,849,976 |
| I-80 GOLD CORP(IAUX) | 0 | 3,138,545 | +3,138,545 | 0 | 4,770,588 | 0.06% | +4,770,588 |
| ISHARES INC | 0 | 33,383 | +33,383 | 0 | 4,106,443 | 0.05% | +4,106,443 |
| JAMES HARDIE INDS PLC ORD SHS | 0 | 208,757 | +208,757 | 0 | 3,953,858 | 0.05% | +3,953,858 |
| COREWEAVE INC(CRWV) | 9,567 | 54,293 | +44,726 | 685,093 | 4,206,079 | 0.05% | +3,520,986 |
| NU HLDGS LTD(NU) | 431,632 | 732,227 | +300,595 | 7,225,520 | 10,522,102 | 0.13% | +3,296,582 |
| WASTE CONNECTIONS INC(WCN) | 12,876 | 33,852 | +20,976 | 2,257,935 | 5,498,919 | 0.07% | +3,240,984 |
| SUNCOR ENERGY INC NEW(SU) | 150,003 | 149,028 | -975 | 6,654,133 | 9,852,241 | 0.12% | +3,198,108 |
| SELECT WATER SOLUTIONS INC(WTTR) | 0 | 194,647 | +194,647 | 0 | 2,978,099 | 0.04% | +2,978,099 |
| HUT 8 CORP(HUT) | 0 | 61,396 | +61,396 | 0 | 2,880,086 | 0.03% | +2,880,086 |
| ESTABLISHMENT LABS HLDGS INC(ESTA) | 170,757 | 268,533 | +97,776 | 12,444,770 | 15,247,304 | 0.18% | +2,802,534 |
| CIRCLE INTERNET GROUP INC(CRCL) | 0 | 24,616 | +24,616 | 0 | 2,348,613 | 0.03% | +2,348,613 |
| WOODWARD INC(WWD) | 46,512 | 45,819 | -693 | 14,061,508 | 16,399,536 | 0.20% | +2,338,028 |
| MADISON SQUARE GRDN SPRT COR(MSGS) | 37,649 | 37,499 | -150 | 9,737,914 | 12,052,179 | 0.14% | +2,314,265 |
| KARMAN HLDGS INC(KRMN) | 0 | 28,537 | +28,537 | 0 | 2,284,387 | 0.03% | +2,284,387 |
| COLLECTIVE MINING LTD(CNL) | 0 | 121,116 | +121,116 | 0 | 2,132,853 | 0.03% | +2,132,853 |
| TRANSOCEAN LTD(RIG) | 0 | 319,345 | +319,345 | 0 | 2,117,257 | 0.03% | +2,117,257 |
| QNITY ELECTRONICS INC(Q) | 0 | 16,968 | +16,968 | 0 | 1,957,768 | 0.02% | +1,957,768 |
| METALLUS INC | 0 | 102,199 | +102,199 | 0 | 1,669,932 | 0.02% | +1,669,932 |
| LUMENTUM HLDGS INC(LITE) | 4,671 | 4,692 | +21 | 1,721,684 | 3,297,350 | 0.04% | +1,575,666 |
| CLEAR SECURE INC(YOU) | 117,660 | 116,387 | -1,273 | 4,127,513 | 5,634,295 | 0.07% | +1,506,782 |
| ALAMOS GOLD INC | 142,977 | 156,457 | +13,480 | 5,516,071 | 6,951,396 | 0.08% | +1,435,325 |
| COPA HOLDINGS SA(CPA) | 0 | 12,535 | +12,535 | 0 | 1,424,101 | 0.02% | +1,424,101 |
| ACADEMY SPORTS & OUTDOORS IN(ASO) | 0 | 23,183 | +23,183 | 0 | 1,308,680 | 0.02% | +1,308,680 |
| PROTO LABS INC(PRLB) | 0 | 21,267 | +21,267 | 0 | 1,212,644 | 0.01% | +1,212,644 |
| LIBERTY MEDIA CORP DEL(FWONA) | 71,752 | 96,641 | +24,889 | 7,068,290 | 8,216,418 | 0.10% | +1,148,128 |
| EVERQUOTE INC(EVER) | 0 | 74,422 | +74,422 | 0 | 1,147,587 | 0.01% | +1,147,587 |
| MAGNOLIA OIL & GAS CORP(MGY) | 653,948 | 486,526 | -167,422 | 14,314,929 | 15,359,636 | 0.18% | +1,044,707 |
| KYMERA THERAPEUTICS INC(KYMR) | 239,916 | 235,433 | -4,483 | 18,667,864 | 19,609,215 | 0.24% | +941,351 |
| ERASCA INC(ERAS) | 0 | 56,597 | +56,597 | 0 | 915,739 | 0.01% | +915,739 |
| MURPHY USA INC(MUSA) | 9,907 | 9,830 | -77 | 3,997,673 | 4,855,725 | 0.06% | +858,052 |
| BIOGEN INC(BIIB) | 0 | 4,558 | +4,558 | 0 | 835,618 | 0.01% | +835,618 |
| EZCORP INC(EZPW) | 180,329 | 170,740 | -9,589 | 3,501,989 | 4,333,381 | 0.05% | +831,392 |
| ACM RESH INC(ACMR) | 50,368 | 71,245 | +20,877 | 1,987,018 | 2,803,491 | 0.03% | +816,473 |
| E L F BEAUTY INC(ELF) | 37,166 | 56,330 | +19,164 | 2,826,103 | 3,414,161 | 0.04% | +588,058 |
| WALMART INC(WMT) | 58,666 | 56,876 | -1,790 | 6,535,979 | 7,068,549 | 0.08% | +532,570 |
| APA CORPORATION(APA) | 32,573 | 30,949 | -1,624 | 796,736 | 1,313,476 | 0.02% | +516,740 |
| EMCOR GROUP INC(EME) | 5,569 | 5,286 | -283 | 3,407,059 | 3,902,707 | 0.05% | +495,648 |
| BWX TECHNOLOGIES INC(BWXT) | 7,979 | 9,107 | +1,128 | 1,379,090 | 1,862,290 | 0.02% | +483,200 |
| CORE NATURAL RESOURCES INC(CNR) | 30,202 | 30,131 | -71 | 2,673,179 | 3,155,620 | 0.04% | +482,441 |
| THE REALREAL INC(REAL) | 0 | 51,228 | +51,228 | 0 | 465,150 | 0.01% | +465,150 |
| BUTTERFLY NETWORK INC(BFLY) | 0 | 92,902 | +92,902 | 0 | 375,324 | 0.00% | +375,324 |
| CHUBB LTD SWITZ COM | 28,860 | 28,673 | -187 | 9,007,783 | 9,345,391 | 0.11% | +337,608 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 0 | 9,494 | +9,494 | 0 | 299,346 | 0.00% | +299,346 |
| NPK INTERNATIONAL INC(NPKI) | 170,273 | 160,596 | -9,677 | 2,029,654 | 2,327,036 | 0.03% | +297,382 |
| MAMAS CREATIONS INC | 245,780 | 233,353 | -12,427 | 3,315,572 | 3,579,635 | 0.04% | +264,063 |
| VAXCYTE INC(PCVX) | 16,109 | 17,175 | +1,066 | 743,269 | 998,039 | 0.01% | +254,770 |
| ATLANTA BRAVES HLDGS INC | 0 | 5,873 | +5,873 | 0 | 250,777 | 0.00% | +250,777 |
| ONDAS INC(ONDS) | 0 | 25,670 | +25,670 | 0 | 232,057 | 0.00% | +232,057 |
| INTUITIVE MACHINES INC(LUNR) | 168,112 | 159,199 | -8,913 | 2,728,458 | 2,954,733 | 0.04% | +226,275 |
| GUARDIAN METAL RES PLC | 0 | 12,601 | +12,601 | 0 | 220,265 | 0.00% | +220,265 |
| ONCE UPON A FARM PBC | 0 | 12,912 | +12,912 | 0 | 211,111 | 0.00% | +211,111 |
| NEW ERA ENERGY & DIGITAL INC | 53,449 | 89,927 | +36,478 | 156,606 | 365,104 | 0.00% | +208,498 |
| VERA BRADLEY INC | 53,797 | 83,252 | +29,455 | 130,189 | 263,076 | 0.00% | +132,887 |
| COGENT BIOSCIENCES INC(COGT) | 53,275 | 52,163 | -1,112 | 1,892,328 | 2,007,754 | 0.02% | +115,426 |
| AMBIQ MICRO INC | 93,745 | 109,577 | +15,832 | 2,671,733 | 2,784,352 | 0.03% | +112,619 |
| LATTICE SEMICONDUCTOR CORP(LSCC) | 8,642 | 8,065 | -577 | 635,878 | 748,109 | 0.01% | +112,231 |
| HUNTINGTON INGALLS INDS INC(HII) | 5,030 | 4,798 | -232 | 1,710,552 | 1,822,760 | 0.02% | +112,208 |
| WHEATON PRECIOUS METALS CORP(WPM) | 50,272 | 45,932 | -4,340 | 5,907,965 | 6,017,551 | 0.07% | +109,586 |
| CLEAN HARBORS INC(CLH) | 3,062 | 2,856 | -206 | 717,978 | 818,901 | 0.01% | +100,923 |
| EQT CORP(EQT) | 4,456 | 4,490 | +34 | 238,842 | 285,744 | 0.00% | +46,902 |
| FERGUSON ENTERPRISES INC(FERG) | 2,147 | 2,147 | 0 | 477,987 | 500,809 | 0.01% | +22,822 |