Gilder Gagnon Howe & CO LLC Portfolio Holdings by Sector
Gilder Gagnon Howe & CO LLC
- $8.41 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
SHOP DUOL APPF HUBS PCOR PRCH CALX U 16 stocks |
$1.02 Million
12.13% of portfolio
|
8
|
8
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
NET TOST HOOD MSFT AFRM PLTR CRWD MDB 12 stocks |
$948,263
11.28% of portfolio
|
5
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA SITM MU TSEM TSM AAOI LSCC VLN 8 stocks |
$762,132
9.07% of portfolio
|
3
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL SPOT GOOG TWLO DASH Z NN 9 stocks |
$667,729
7.95% of portfolio
|
1
|
8
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX ROKU LYV MSGS 4 stocks |
$659,069
7.84% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI TDUP CVNA 4 stocks |
$540,392
6.43% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RIVN RACE 3 stocks |
$391,196
4.65% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ALNY ARQT BBIO CYTK BNTX MDGL KYMR ROIV 18 stocks |
$350,380
4.17% of portfolio
|
8
|
10
|
3
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
ERJ ESLT KTOS TDG WWD HEI HWM AXON 10 stocks |
$265,459
3.16% of portfolio
|
3
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG WRBY 2 stocks |
$261,044
3.11% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$236,802
2.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SHAK FWRG TXRH SG WING CMG 6 stocks |
$189,483
2.25% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR EME 2 stocks |
$167,447
1.99% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
NTRA RDNT 2 stocks |
$158,363
1.88% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
GPS BOOT 2 stocks |
$137,726
1.64% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX GKOS INSP TMDX DCTH 5 stocks |
$137,493
1.64% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XMTR GE GTLS KRNT 4 stocks |
$131,296
1.56% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
POOL SITE CNM 3 stocks |
$128,885
1.53% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
FNV AGI WPM 3 stocks |
$94,776
1.13% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
LPLA 1 stocks |
$88,484
1.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
NYT 1 stocks |
$79,465
0.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
FRPT MMMB 2 stocks |
$65,914
0.78% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
SPNT 1 stocks |
$61,706
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ALHC OSCR 2 stocks |
$59,784
0.71% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM 1 stocks |
$57,908
0.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
SATS CIEN PI 3 stocks |
$57,748
0.69% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM VMC 2 stocks |
$57,414
0.68% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
IBN HDB 2 stocks |
$54,662
0.65% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$53,710
0.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CBOE 1 stocks |
$50,609
0.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
FND 1 stocks |
$41,083
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
DKS MUSA EYE 3 stocks |
$40,488
0.48% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB CB L 3 stocks |
$35,764
0.43% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
IGIC BRK-B 2 stocks |
$30,931
0.37% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$23,497
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
OPCH 1 stocks |
$22,859
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA EZPW 2 stocks |
$22,207
0.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LGIH DHI LEN 3 stocks |
$19,108
0.23% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
MGY APA CHK 3 stocks |
$18,654
0.22% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
UTI 1 stocks |
$16,353
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CWH PAG 2 stocks |
$15,506
0.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
HIMS ELF 2 stocks |
$13,773
0.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
ONEW 1 stocks |
$13,579
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$13,403
0.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AEHR ACMR 2 stocks |
$11,743
0.14% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$11,045
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM NU 2 stocks |
$10,751
0.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$9,552
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
BV 1 stocks |
$8,856
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
COCO ZVIA 2 stocks |
$8,559
0.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CCOI IRDM 2 stocks |
$7,727
0.09% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY GILD 2 stocks |
$7,430
0.09% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$7,036
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX 1 stocks |
$6,731
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$6,638
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SU 1 stocks |
$6,508
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
PAAS 1 stocks |
$6,314
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$6,092
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
CTOS WSC 2 stocks |
$5,857
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
ONON 1 stocks |
$4,636
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SOI 1 stocks |
$3,497
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
GLNG 1 stocks |
$2,621
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
HITI 1 stocks |
$1,700
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$1,305
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH 1 stocks |
$1,272
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
PCT 1 stocks |
$1,061
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY 1 stocks |
$974
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$824
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$748
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
CLH 1 stocks |
$685
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Other Precious Metals & Mining | Basic Materials
NEWP 1 stocks |
$449
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
VITL 1 stocks |
$389
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$383
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Advertising Agencies | Communication Services
CCO 1 stocks |
$369
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
GTX 1 stocks |
$343
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|