GILDER GAGNON HOWE & CO LLC

RIA/Wealth

GILDER GAGNON HOWE & CO LLC is a RIA/Wealth based in New York, NY led by James Michael Deutsch, reporting $11.6B in AUM as of Q3 2025 with 34% Technology concentration.

CEOJames Michael Deutsch

Portfolio Value: $9.8B
Positions: 249
Top Holding: NFLX at 5.48%
Last Reported: Q3 2025

Address475 Tenth Avenue, 12th Floor, New York, NY, 10018-1120, United States

Top Holdings

Largest long holdings in GILDER GAGNON HOWE & CO LLC's portfolio (35.2% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Netflix NFLX	Entertainment Communication Services	$538.3M	5.48%	-$26.4M Sold	0.11% 449.0K shares	≤ Q2 2013 Held for 12y 5m+
2 Nvidia NVDA	Semiconductors Technology	$504.4M	5.14%	-$11.3M Sold	0.01% 2.7M shares	Q4 2015 Held for 9y 11m
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$398.3M	4.06%	-$11.4M Sold	0.02% 1.8M shares	≤ Q2 2013 Held for 12y 5m+
4 Cloudflare, Inc. NET	Software - Infrastructure Technology	$394.1M	4.02%	-$25.6M Sold	0.53% 1.8M shares	Q3 2019 Held for 6y 2m
5 Shopify SHOP	Software - Application Technology	$344.0M	3.50%	-$11.3M Sold	0.18% 2.3M shares	Q2 2015 Held for 10y 5m
6 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$334.7M	3.41%	-$3.5M Sold	0.02% 752.5K shares	≤ Q2 2013 Held for 12y 5m+
7 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$309.2M	3.15%	-$14.6M Sold	0.02% 421.0K shares	≤ Q2 2013 Held for 12y 5m+
8 Roblox RBLX	Electronic Gaming & Multimedia Technology	$236.8M	2.41%	-$3.7M Sold	0.25% 1.7M shares	Q1 2021 Held for 4y 8m
9 Intuitive Surgical ISRG	Medical - Instruments & Supplies Healthcare	$215.0M	2.19%	-$5.2M Sold	0.13% 480.8K shares	Q4 2016 Held for 8y 11m
10 Duolingo DUOL	Software - Application Technology	$184.3M	1.88%	-$6.5M Sold	1.25% 572.5K shares	Q3 2021 Held for 4y 2m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in GILDER GAGNON HOWE & CO LLC's latest filing

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GthenC

Market Value

$9.8B

Prior: $9.4B

Q/Q Change

+4.19%

+$394.5M

Net Flows % of MV

-1.3%

Turnover Ratio

7.75%

New Purchases

25 stocks

$357.6M

Added To

71 stocks

+$329.4M

Sold Out Of

20 stocks

$115.8M

Reduced Holdings

142 stocks

-$698.6M

Increased Positions

Position	Shares Δ	Change
1 FIGR First National Bank Groton N Y FIGR	New	0 → 3.3M +$119.0M
2 ARX Aeroflex Holding Corp ARX	New	0 → 3.9M +$58.0M
3 Tower Semiconductor TSEM	New	0 → 484.0K +$35.0M
4 Figma FIG	New	0 → 668.1K +$34.7M
5 BRCB Black Rock Coffee Bar, Inc. Class A Common Stock BRCB	New	0 → 1.4M +$33.7M

Decreased Positions

Position	Shares Δ	Change
1 Circle Internet Group, Inc. CRCL	Sold	206.1K → 0 −$37.4M
2 VRNA Verona Pharma VRNA	Sold	365.3K → 0 −$34.5M
3 MAG Silver MAG	Sold	541.2K → 0 −$11.4M
4 Evolv Technologies Holdings, Inc. EVLV	Sold	1.1M → 0 −$7.0M
5 Chime Financial, Inc. Class A Common Stock CHYM	Sold	159.0K → 0 −$5.5M

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GthenC

Analytics

Portfolio insights and performance metrics for GILDER GAGNON HOWE & CO LLC

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GthenA

Sector Allocation

Technology

34.00%

Communication Services

16.10%

Consumer Cyclical

15.20%

Healthcare

10.80%

Industrials

6.60%

Financial Services

3.10%

Consumer Defensive

2.50%

Basic Materials

1.90%

Real Estate

0.40%

Energy

0.30%

Utilities

0.20%

Market Cap Distribution

Mega Cap (> $200B)

25.83%

Large Cap ($10B - $200B)

49.46%

Mid Cap ($2B - $10B)

16.81%

Small Cap ($300M - $2B)

3.28%

Micro Cap ($50M - $300M)

0.27%

Nano Cap (< $50M)

1.43%

N/A (ETF or Unknown)

2.92%

Portfolio Concentration

Top 10 Holdings %

35.24%

Top 20 Holdings %

49.92%

Top 50 Holdings %

76.2%

Top 100 Holdings %

93.27%