Gilder Gagnon Howe & Co
Gilder Gagnon Howe & Co reported 274 stocks worth $9.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NVDA (5.0%), NET (4.2%) and AMZN (4.1%). Compared with Q1 2026, the fund opened new positions in RTX, AXON and ON, added to PWR, GOOGL and ENPH, trimmed NVDA, NET and AMZN and sold out of SHAK, CBOE and SFM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $481M | 5.0% | 2.4M | −130K (−5%) | 8 of 8 | |
| 2 |  NET Cloudflare Inc | $409M | 4.2% | 1.7M | −110K (−6%) | 8 of 8 | |
| 3 |  AMZN Amazon Com Inc | $401M | 4.1% | 1.7M | −68K (−4%) | 8 of 8 | |
| 4 |  NFLX Netflix Inc | $286M | 3.0% | 4M | −193K (−5%) | 8 of 8 | |
| 5 |  PWR Quanta Svcs Inc | $272M | 2.8% | 378K | +4,398 (+1%) | 8 of 8 | |
| 6 |  NBIS Nebius Group | $240M | 2.5% | 871K | −80K (−8%) | 5 of 8 | |
| 7 |  TSLA Tesla Inc | $239M | 2.5% | 569K | −50K (−8%) | 8 of 8 | |
| 8 |  MU Micron Technology Inc | $233M | 2.4% | 202K | −184K (−48%) | 8 of 8 | |
| 9 |  SHOP Shopify Inc | $210M | 2.2% | 1.8M | −319K (−15%) | 8 of 8 | |
| 10 |  META Meta Platforms Inc | $195M | 2.0% | 345K | −49K (−12%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SHAK Shake Shack Inc | $102M | 1.2M |
 CBOE Cboe Global Mkts Inc | $57M | 203K |
 SFM Sprouts Fmrs Mkt Inc | $31.4M | 407K |
 ROKU Roku Inc Class A | $25.8M | 272K |
 BRCB Black Rock Coffee Bar Inc | $7.8M | 603K |
🔒 Free account: see all 28.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Gilder Gagnon Howe & Co 13F FAQ
What does Gilder Gagnon Howe & Co own?
Gilder Gagnon Howe & Co reported 274 stocks worth $9.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NVDA (5.0%), NET (4.2%) and AMZN (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Gilder Gagnon Howe & Co buy and sell in Q2 2026?
Compared with Q1 2026: 50 new positions, 55 added to, 163 trimmed and 28 sold out. New positions include RTX, AXON and ON. It sold all of SHAK, CBOE and SFM.
When will Gilder Gagnon Howe & Co file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Gilder Gagnon Howe & Co's portfolio worth?
The Q2 2026 filing reports $9.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.