GILDER GAGNON HOWE & CO LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FIGURE TECHNOLOGY SOLUTIO(FGRS) | 0 | 3,272,349 | +3,272,349 | 0 | 119,015,333 | 1.21% | +119,015,333 |
| TESLA INC(TSLA) | 760,459 | 752,539 | -7,920 | 241,567,252 | 334,668,928 | 3.41% | +93,101,676 |
| NEBIUS GROUP N.V.(NBIS) | 891,693 | 1,049,218 | +157,525 | 49,337,374 | 117,795,705 | 1.20% | +68,458,331 |
| SHOPIFY INC(SHOP) | 2,390,749 | 2,314,457 | -76,292 | 275,772,857 | 343,951,403 | 3.50% | +68,178,546 |
| NVIDIA CORPORATION(NVDA) | 2,763,702 | 2,703,132 | -60,570 | 436,637,203 | 504,350,279 | 5.14% | +67,713,076 |
| ROBINHOOD MKTS INC(HOOD) | 326,112 | 622,318 | +296,206 | 30,533,867 | 89,103,491 | 0.91% | +58,569,624 |
| ACCELERANT HOLDINGS(ARX) | 0 | 3,898,272 | +3,898,272 | 0 | 58,045,270 | 0.59% | +58,045,270 |
| ROBLOX CORP(RBLX) | 1,736,140 | 1,709,516 | -26,624 | 182,641,928 | 236,802,156 | 2.41% | +54,160,228 |
| ECHOSTAR CORP(ECHO) | 118,624 | 624,187 | +505,563 | 3,285,885 | 47,662,919 | 0.49% | +44,377,034 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 337,088 | 329,321 | -7,767 | 109,921,115 | 150,170,500 | 1.53% | +40,249,385 |
| TEMPUS AI INC(TEM) | 413,081 | 778,028 | +364,947 | 26,247,167 | 62,794,640 | 0.64% | +36,547,473 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 0 | 483,983 | +483,983 | 0 | 34,991,971 | 0.36% | +34,991,971 |
| FIGMA INC(FIG) | 0 | 668,140 | +668,140 | 0 | 34,656,422 | 0.35% | +34,656,422 |
| BLACK ROCK COFFEE BAR INC | 0 | 1,411,127 | +1,411,127 | 0 | 33,669,490 | 0.34% | +33,669,490 |
| PORCH GROUP INC(PRCH) | 2,459,623 | 3,729,166 | +1,269,543 | 28,998,955 | 62,575,405 | 0.64% | +33,576,450 |
| ARISTA NETWORKS INC(ANET) | 883,309 | 842,028 | -41,281 | 90,371,344 | 122,691,900 | 1.25% | +32,320,556 |
| SITIME CORP(SITM) | 394,085 | 385,313 | -8,772 | 83,971,632 | 116,098,660 | 1.18% | +32,127,028 |
| ALPHABET INC(GOOG) | 502,818 | 493,071 | -9,747 | 88,611,616 | 119,865,560 | 1.22% | +31,253,944 |
| ALIGNMENT HEALTHCARE INC(ALHC) | 145,627 | 1,884,076 | +1,738,449 | 2,038,778 | 32,877,126 | 0.33% | +30,838,348 |
| UNITY SOFTWARE INC(U) | 0 | 745,055 | +745,055 | 0 | 29,832,002 | 0.30% | +29,832,002 |
| ARCUTIS BIOTHERAPEUTICS INC(ARQT) | 4,155,763 | 4,429,108 | +273,345 | 58,263,797 | 83,488,686 | 0.85% | +25,224,889 |
| ALPHABET INC(GOOG) | 406,933 | 399,575 | -7,358 | 72,185,845 | 97,316,491 | 0.99% | +25,130,646 |
| XOMETRY INC(XMTR) | 859,808 | 967,811 | +108,003 | 29,052,912 | 52,716,665 | 0.54% | +23,663,753 |
| APPFOLIO INC(APPF) | 525,334 | 517,750 | -7,584 | 120,973,971 | 142,723,034 | 1.45% | +21,749,063 |
| MICRON TECHNOLOGY INC(MU) | 517,024 | 509,460 | -7,564 | 63,723,208 | 85,242,847 | 0.87% | +21,519,639 |
| FRANCO NEV CORP(FNV) | 350,236 | 348,596 | -1,640 | 57,410,685 | 77,705,534 | 0.79% | +20,294,849 |
| ROKU INC(ROKU) | 870,161 | 965,711 | +95,550 | 76,478,473 | 96,696,668 | 0.99% | +20,218,195 |
| SNOWFLAKE INC(SNOW) | 0 | 81,944 | +81,944 | 0 | 18,482,469 | 0.19% | +18,482,469 |
| VIA TRANSN INC(VIA) | 0 | 354,981 | +354,981 | 0 | 17,067,486 | 0.17% | +17,067,486 |
| SHARKNINJA INC(SN) | 900,661 | 1,016,215 | +115,554 | 89,156,432 | 104,822,577 | 1.07% | +15,666,145 |
| CYTOKINETICS INC(CYTK) | 191,115 | 389,055 | +197,940 | 6,314,440 | 21,382,435 | 0.22% | +15,067,995 |
| KRATOS DEFENSE & SEC SOLUTIO(KTOS) | 232,608 | 272,893 | +40,285 | 10,804,642 | 24,934,233 | 0.25% | +14,129,591 |
| REDDIT INC(RDDT) | 0 | 59,437 | +59,437 | 0 | 13,669,916 | 0.14% | +13,669,916 |
| MONGODB INC(MDB) | 107,094 | 115,069 | +7,975 | 22,488,669 | 35,714,961 | 0.36% | +13,226,292 |
| TKO GROUP HOLDINGS INC(TKO) | 722,602 | 712,818 | -9,784 | 131,477,434 | 143,960,723 | 1.47% | +12,483,289 |
| QUANTA SVCS INC | 400,260 | 395,269 | -4,991 | 151,330,112 | 163,807,172 | 1.67% | +12,477,060 |
| NEKTAR THERAPEUTICS(NKTR) | 28,902 | 224,828 | +195,926 | 746,828 | 12,792,713 | 0.13% | +12,045,885 |
| THREDUP INC | 63,464 | 1,280,238 | +1,216,774 | 475,345 | 12,098,249 | 0.12% | +11,622,904 |
| CLOUDFLARE INC(NET) | 1,955,859 | 1,836,430 | -119,429 | 383,015,835 | 394,079,478 | 4.02% | +11,063,643 |
| AEHR TEST SYS(AEHR) | 0 | 324,040 | +324,040 | 0 | 9,756,844 | 0.10% | +9,756,844 |
| WARBY PARKER INC(WRBY) | 1,687,029 | 1,668,224 | -18,805 | 36,996,546 | 46,009,618 | 0.47% | +9,013,072 |
| TALEN ENERGY CORP(TLN) | 163,395 | 130,297 | -33,098 | 47,510,364 | 55,425,738 | 0.56% | +7,915,374 |
| TAMBORAN RES CORP(TBN) | 0 | 281,656 | +281,656 | 0 | 7,711,741 | 0.08% | +7,711,741 |
| GE VERNOVA INC(GEV) | 14,782 | 24,558 | +9,776 | 7,821,895 | 15,100,714 | 0.15% | +7,278,819 |
| POOL CORP(POOL) | 281,349 | 287,230 | +5,881 | 82,007,607 | 89,061,406 | 0.91% | +7,053,799 |
| CALIX INC(CALX) | 913,698 | 902,621 | -11,077 | 48,599,597 | 55,393,851 | 0.56% | +6,794,254 |
| COGENT COMMUNICATIONS HLDGS | 0 | 172,488 | +172,488 | 0 | 6,614,915 | 0.07% | +6,614,915 |
| SITEONE LANDSCAPE SUPPLY INC(SITE) | 243,349 | 278,565 | +35,216 | 29,430,640 | 35,879,185 | 0.37% | +6,448,545 |
| PAN AMERN SILVER CORP(PAAS) | 0 | 163,045 | +163,045 | 0 | 6,314,733 | 0.06% | +6,314,733 |
| MARTIN MARIETTA MATLS INC(MLM) | 79,575 | 78,446 | -1,129 | 43,683,272 | 49,442,693 | 0.50% | +5,759,421 |
| ELBIT SYS LTD(ESLT) | 111,859 | 109,915 | -1,944 | 50,280,621 | 56,034,667 | 0.57% | +5,754,046 |
| NETSKOPE INC(NTSK) | 0 | 251,975 | +251,975 | 0 | 5,727,392 | 0.06% | +5,727,392 |
| CHART INDS INC(GTLS) | 183,321 | 176,553 | -6,768 | 30,183,803 | 35,337,083 | 0.36% | +5,153,280 |
| GE AEROSPACE(GE) | 122,697 | 121,669 | -1,028 | 31,580,981 | 36,600,469 | 0.37% | +5,019,488 |
| TEXAS ROADHOUSE INC(TXRH) | 137,647 | 184,646 | +46,999 | 25,796,424 | 30,678,933 | 0.31% | +4,882,509 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 31,553 | 30,848 | -705 | 9,549,200 | 14,148,744 | 0.14% | +4,599,544 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 63,487 | 66,519 | +3,032 | 14,379,171 | 18,578,092 | 0.19% | +4,198,921 |
| NU HLDGS LTD(NU) | 73,273 | 323,630 | +250,357 | 1,005,306 | 5,181,316 | 0.05% | +4,176,010 |
| HEARTFLOW INC(HTFL) | 0 | 119,359 | +119,359 | 0 | 4,017,624 | 0.04% | +4,017,624 |
| CLEAR SECURE INC(YOU) | 0 | 119,385 | +119,385 | 0 | 3,985,071 | 0.04% | +3,985,071 |
| BRIDGEBIO PHARMA INC(BBIO) | 465,401 | 462,311 | -3,090 | 20,096,015 | 24,012,433 | 0.24% | +3,916,418 |
| COSTAR GROUP INC(CSGP) | 245,432 | 278,503 | +33,071 | 19,732,733 | 23,497,298 | 0.24% | +3,764,565 |
| OUSTER INC(OUST) | 0 | 131,268 | +131,268 | 0 | 3,550,799 | 0.04% | +3,550,799 |
| KLARNA GROUP PLC(KLAR) | 0 | 96,141 | +96,141 | 0 | 3,523,568 | 0.04% | +3,523,568 |
| DICKS SPORTING GOODS INC(DKS) | 150,549 | 149,279 | -1,270 | 29,780,096 | 33,172,778 | 0.34% | +3,392,682 |
| PARAMOUNT SKYDANCE CORP(PSKY) | 0 | 168,573 | +168,573 | 0 | 3,189,401 | 0.03% | +3,189,401 |
| FTAI AVIATION LTD(FTAI) | 175,068 | 139,364 | -35,704 | 20,139,823 | 23,254,277 | 0.24% | +3,114,454 |
| SOLARIS ENERGY INFRAS INC(SEI) | 266,001 | 260,453 | -5,548 | 7,525,168 | 10,410,306 | 0.11% | +2,885,138 |
| AMBIQ MICRO INC | 0 | 95,748 | +95,748 | 0 | 2,864,780 | 0.03% | +2,864,780 |
| CAMPING WORLD HLDGS INC | 320,073 | 521,989 | +201,916 | 5,502,055 | 8,242,206 | 0.08% | +2,740,151 |
| RIVIAN AUTOMOTIVE INC(RIVN) | 3,642,756 | 3,585,239 | -57,517 | 50,051,467 | 52,631,309 | 0.54% | +2,579,842 |
| LIVE NATION ENTERTAINMENT IN(LYV) | 85,173 | 94,287 | +9,114 | 12,884,971 | 15,406,496 | 0.16% | +2,521,525 |
| CIENA CORP(CIEN) | 37,716 | 37,891 | +175 | 3,067,442 | 5,519,582 | 0.06% | +2,452,140 |
| ALAMOS GOLD INC NEW | 328,281 | 320,288 | -7,993 | 8,719,139 | 11,165,231 | 0.11% | +2,446,092 |
| ENOVIX CORPORATION(ENVX) | 438,792 | 675,166 | +236,374 | 4,537,109 | 6,731,405 | 0.07% | +2,194,296 |
| STOKE THERAPEUTICS INC(STOK) | 129,571 | 155,166 | +25,595 | 1,470,631 | 3,646,401 | 0.04% | +2,175,770 |
| TAPESTRY INC(TPR) | 52,152 | 58,638 | +6,486 | 4,579,467 | 6,638,994 | 0.07% | +2,059,527 |
| ONEWATER MARINE INC | 862,085 | 857,263 | -4,822 | 11,543,318 | 13,579,046 | 0.14% | +2,035,728 |
| UNIQURE NV(QURE) | 0 | 34,084 | +34,084 | 0 | 1,989,483 | 0.02% | +1,989,483 |
| EZCORP INC(EZPW) | 105,944 | 181,695 | +75,751 | 1,470,503 | 3,459,473 | 0.04% | +1,988,970 |
| SAMSARA INC(IOT) | 0 | 53,124 | +53,124 | 0 | 1,978,869 | 0.02% | +1,978,869 |
| INTUITIVE MACHINES INC(LUNR) | 0 | 169,338 | +169,338 | 0 | 1,781,436 | 0.02% | +1,781,436 |
| APPLE INC(AAPL) | 37,880 | 37,515 | -365 | 7,771,905 | 9,552,526 | 0.10% | +1,780,621 |
| IMPINJ INC(PI) | 25,217 | 25,269 | +52 | 2,800,852 | 4,567,372 | 0.05% | +1,766,520 |
| RADNET INC(RDNT) | 39,562 | 52,420 | +12,858 | 2,251,473 | 3,994,928 | 0.04% | +1,743,455 |
| IMMUNOME INC(IMNM) | 0 | 133,112 | +133,112 | 0 | 1,558,742 | 0.02% | +1,558,742 |
| NIOCORP DEVS LTD | 0 | 219,234 | +219,234 | 0 | 1,464,483 | 0.01% | +1,464,483 |
| ROIVANT SCIENCES LTD(ROIV) | 547,840 | 495,957 | -51,883 | 6,174,157 | 7,503,829 | 0.08% | +1,329,672 |
| D R HORTON INC(DHI) | 33,608 | 33,286 | -322 | 4,332,743 | 5,640,978 | 0.06% | +1,308,235 |
| HIMS & HERS HEALTH INC(HIMS) | 150,741 | 155,087 | +4,346 | 7,514,439 | 8,796,535 | 0.09% | +1,282,096 |
| VULCAN MATLS CO(VMC) | 26,040 | 25,917 | -123 | 6,791,753 | 7,972,588 | 0.08% | +1,180,835 |
| DOORDASH INC(DASH) | 45,778 | 45,803 | +25 | 11,284,735 | 12,457,958 | 0.13% | +1,173,223 |
| WHEATON PRECIOUS METALS CORP(WPM) | 53,135 | 52,808 | -327 | 4,771,523 | 5,906,047 | 0.06% | +1,134,524 |
| IRIDIUM COMMUNICATIONS INC(IRDM) | 0 | 63,772 | +63,772 | 0 | 1,113,459 | 0.01% | +1,113,459 |
| NEWAMSTERDAM PHARMA COMPANY | 0 | 36,384 | +36,384 | 0 | 1,034,761 | 0.01% | +1,034,761 |
| APPLOVIN CORP(APP) | 2,449 | 2,558 | +109 | 857,346 | 1,838,025 | 0.02% | +980,679 |
| ZILLOW GROUP INC(Z) | 157,557 | 155,544 | -2,013 | 11,036,868 | 11,984,665 | 0.12% | +947,797 |
| CUSTOM TRUCK ONE SOURCE INC(CTOS) | 639,788 | 639,788 | 0 | 3,160,553 | 4,107,439 | 0.04% | +946,886 |
| ABIVAX SA(ABVX) | 0 | 9,824 | +9,824 | 0 | 834,058 | 0.01% | +834,058 |
| NATIONAL VISION HLDGS INC(EYE) | 107,598 | 112,906 | +5,308 | 2,475,830 | 3,295,726 | 0.03% | +819,896 |