Asset Manager
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GILDER GAGNON HOWE & CO LLC
Market Value
$9.2B
+23.5%
Holdings
252
-9
New Purchases
31
Added To
63
Closed
24
Reduced
132
Top 10 Concentration
36.9%
Turnover
21.8%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| QXO | 1.22% | 0.00% | +1.22% | $113M |
| NET | 4.15% | 2.99% | +1.16% | $383M |
| SHOP | 2.99% | 1.94% | +1.04% | $276M |
| NFLX | 6.83% | 5.90% | +0.93% | $631M |
| NVDA | 4.73% | 4.06% | +0.67% | $437M |
| RBLX | 1.98% | 1.36% | +0.62% | $183M |
| FNV | 0.62% | 0.06% | +0.56% | $57M |
| YNDX | 0.53% | 0.00% | +0.53% | $49M |
| TTAN | 0.72% | 0.20% | +0.51% | $66M |
| SHAK | 2.16% | 1.71% | +0.45% | $200M |
| SN | 0.97% | 0.56% | +0.41% | $89M |
| CRCL | 0.40% | 0.00% | +0.40% | $37M |
| VRNA | 0.37% | 0.05% | +0.32% | $35M |
| TEM | 0.28% | 0.01% | +0.27% | $26M |
| AFRM | 1.00% | 0.75% | +0.25% | $92M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| DKS | 0.32% | 1.23% | -0.91% | $30M |
| CRM | 0.02% | 0.85% | -0.83% | $2M |
| MDB | 0.24% | 0.94% | -0.69% | $22M |
| KNF | 0.63% | 1.24% | -0.61% | $58M |
| FRPT | 0.97% | 1.56% | -0.59% | $90M |
| BRBR | 0.00% | 0.48% | -0.48% | $0 |
| HUBS | 1.06% | 1.48% | -0.42% | $98M |
| AMZN | 4.43% | 4.84% | -0.40% | $409M |
| ZM | 0.00% | 0.40% | -0.40% | $0 |
| ASAN | 0.01% | 0.38% | -0.37% | $1M |
| ISRG | 2.90% | 3.24% | -0.35% | $268M |
| POOL | 0.89% | 1.21% | -0.32% | $82M |
| GKOS | 0.78% | 1.10% | -0.32% | $72M |
| NTRA | 1.90% | 2.20% | -0.31% | $175M |
| GPS | 0.89% | 1.20% | -0.31% | $82M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 22 | $2.6B | 28.1% |
| Large Cap | 108 | $4.5B | 48.4% |
| Mid Cap | 72 | $1.9B | 20.9% |
| Small Cap | 42 | $208M | 2.3% |
| Micro Cap | 8 | $32M | 0.4% |
Portfolio Analytics
Avg Market Cap
$174.2B
Median Market Cap
$10.6B
Avg P/E
51.7
Median P/E
31.2
Avg Dividend Yield
0.00%
Avg Beta
1.29
# Stocks
252
# ETFs / Funds
0
Top Holdings (252 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NFLX | 6.83% | 470,980 | $631M | $1,339.13 | $189M | -2,432 | -0.5% | |
| 2 | NVDA | 4.73% | 2,763,702 | $437M | $157.99 | $133M | -36,916 | -1.3% | |
| 3 | AMZN | 4.43% | 1,865,757 | $409M | $219.39 | $48M | -35,474 | -1.9% | |
| 4 | NET | 4.15% | 1,955,859 | $383M | $195.83 | $160M | -25,814 | -1.3% | |
| 5 | META | 3.52% | 440,837 | $325M | $738.09 | $66M | -9,486 | -2.1% | |
| 6 | SHOP | 2.99% | 2,390,749 | $276M | $115.35 | $131M | +869,287 | +57.1% | |
| 7 | ISRG | 2.90% | 492,476 | $268M | $543.41 | $25M | +2,690 | +0.6% | |
| 8 | DUOL | 2.63% | 592,717 | $243M | $410.02 | $53M | -17,899 | -2.9% | |
| 9 | TSLA | 2.62% | 760,459 | $242M | $317.66 | $32M | -47,835 | -5.9% | |
| 10 | SHAK | 2.16% | 1,419,295 | $200M | $140.60 | $72M | -30,956 | -2.1% | |
| 11 | TOST | 2.10% | 4,376,607 | $194M | $44.29 | $43M | -168,850 | -3.7% | |
| 12 | RBLX | 1.98% | 1,736,140 | $183M | $105.20 | $81M | -9,771 | -0.6% | |
| 13 | NTRA | 1.90% | 1,037,390 | $175M | $168.94 | $10M | -129,014 | -11.1% | |
| 14 | PWR | 1.64% | 400,260 | $151M | $378.08 | $45M | -16,318 | -3.9% | |
| 15 | MELI | 1.60% | 56,515 | $148M | $2,613.64 | $33M | -2,276 | -3.9% | |
| 16 | ERJ | 1.59% | 2,579,572 | $147M | $56.91 | $25M | -49,779 | -1.9% | |
| 17 | TKO | 1.42% | 722,602 | $131M | $181.95 | $20M | -6,435 | -0.9% | |
| 18 | APPF | 1.31% | 525,334 | $121M | $230.28 | $4M | -7,266 | -1.4% | |
| 19 | BSX | 1.31% | 1,125,253 | $121M | $107.41 | $5M | -18,886 | -1.6% | |
| 20 | QXO | 1.22% | 5,226,993 | $113M | $21.54 | — | +5,226,993 | — | NEW |
| 21 | SPOT | 1.20% | 145,020 | $111M | $767.34 | $35M | +7,006 | +5.1% | |
| 22 | ALNY | 1.19% | 337,088 | $110M | $326.09 | $17M | -8,487 | -2.5% | |
| 23 | OSCR | 1.14% | 4,909,743 | $105M | $21.44 | $23M | -1,372,074 | -21.8% | |
| 24 | LPLA | 1.10% | 270,527 | $101M | $374.97 | $12M | -2,411 | -0.9% | |
| 25 | HUBS | 1.06% | 175,906 | $98M | $556.63 | -$13M | -18,267 | -9.4% | |
| 26 | AFRM | 1.00% | 1,335,496 | $92M | $69.14 | $36M | +86,809 | +7.0% | |
| 27 | NYT | 0.98% | 1,615,154 | $90M | $55.98 | $10M | -13,775 | -0.8% | |
| 28 | ANET | 0.98% | 883,309 | $90M | $102.31 | $20M | -29,770 | -3.3% | |
| 29 | FRPT | 0.97% | 1,319,639 | $90M | $67.96 | -$27M | -85,980 | -6.1% | |
| 30 | SN | 0.97% | 900,661 | $89M | $98.99 | $47M | +399,043 | +79.5% | |
| 31 | SFM | 0.96% | 540,873 | $89M | $164.64 | $2M | -26,978 | -4.8% | |
| 32 | GOOGL | 0.96% | 502,818 | $89M | $176.23 | $10M | -2,895 | -0.6% | |
| 33 | MSFT | 0.95% | 176,805 | $88M | $497.41 | $23M | +3,776 | +2.2% | |
| 34 | SITM | 0.91% | 394,085 | $84M | $213.08 | $28M | +28,825 | +7.9% | |
| 35 | GPS | 0.89% | 3,780,187 | $82M | $21.81 | -$7M | -575,741 | -13.2% | |
| 36 | POOL | 0.89% | 281,349 | $82M | $291.48 | -$9M | -3,493 | -1.2% | |
| 37 | PLTR | 0.86% | 579,512 | $79M | $136.32 | $20M | -114,279 | -16.5% | |
| 38 | ROKU | 0.83% | 870,161 | $76M | $87.89 | $17M | +32,785 | +3.9% | |
| 39 | PCOR | 0.81% | 1,095,995 | $75M | $68.42 | $1M | -17,244 | -1.6% | |
| 40 | GKOS | 0.78% | 700,634 | $72M | $103.29 | -$10M | -135,895 | -16.2% | |
| 41 | GOOG | 0.78% | 406,933 | $72M | $177.39 | $11M | +14,215 | +3.6% | |
| 42 | BNTX | 0.77% | 667,635 | $71M | $106.47 | $12M | +18,351 | +2.8% | |
| 43 | BOOT | 0.75% | 456,256 | $69M | $152.00 | $20M | -6,663 | -1.4% | |
| 44 | TTAN | 0.72% | 616,908 | $66M | $107.18 | $51M | +457,097 | +286.0% | |
| 45 | MU | 0.69% | 517,024 | $64M | $123.25 | $13M | -61,193 | -10.6% | |
| 46 | ABNB | 0.65% | 454,089 | $60M | $132.34 | $13M | +59,692 | +15.1% | |
| 47 | KNF | 0.63% | 714,485 | $58M | $81.64 | -$34M | -311,164 | -30.3% | |
| 48 | ARQT | 0.63% | 4,155,763 | $58M | $14.02 | -$6M | +59,712 | +1.5% | |
| 49 | FNV | 0.62% | 350,236 | $57M | $163.92 | $53M | +320,656 | +1084.0% | |
| 50 | ARM | 0.61% | 347,089 | $56M | $161.74 | $19M | +663 | +0.2% | |
| 51 | 0HQN.L | 0.57% | 226,847 | $53M | $233.21 | -$4M | -25,044 | -9.9% | |
| 52 | ESLT | 0.54% | 111,859 | $50M | $449.50 | $8M | +1,738 | +1.6% | |
| 53 | RIVN | 0.54% | 3,642,756 | $50M | $13.74 | $4M | -29,023 | -0.8% | |
| 54 | YNDX | 0.53% | 891,693 | $49M | $55.33 | — | +891,693 | — | NEW |
| 55 | CALX | 0.53% | 913,698 | $49M | $53.19 | $20M | +117,239 | +14.7% | |
| 56 | TLN | 0.51% | 163,395 | $48M | $290.77 | $13M | -9,597 | -5.5% | |
| 57 | CRWD | 0.49% | 88,090 | $45M | $509.31 | $15M | +2,695 | +3.2% | |
| 58 | MLM | 0.47% | 79,575 | $44M | $548.96 | $7M | +3,872 | +5.1% | |
| 59 | FND | 0.47% | 568,823 | $43M | $75.96 | -$9M | -78,534 | -12.1% | |
| 60 | LOAR | 0.44% | 473,940 | $41M | $86.17 | $7M | -11,751 | -2.4% | |
| 61 | RACE | 0.42% | 78,648 | $39M | $490.74 | $8M | +7,179 | +10.0% | |
| 62 | CRCL | 0.40% | 206,105 | $37M | $181.29 | — | +206,105 | — | NEW |
| 63 | WRBY | 0.40% | 1,687,029 | $37M | $21.93 | $6M | +8,368 | +0.5% | |
| 64 | SQ | 0.40% | 540,724 | $37M | $67.93 | $7M | -3,932 | -0.7% | |
| 65 | IBN | 0.38% | 1,055,350 | $36M | $33.64 | $4M | +42,479 | +4.2% | |
| 66 | FWRG | 0.38% | 2,190,092 | $35M | $16.04 | -$2M | -38,150 | -1.7% | |
| 67 | VRNA | 0.37% | 365,258 | $35M | $94.58 | $31M | +305,547 | +511.7% | |
| 68 | GE | 0.34% | 122,697 | $32M | $257.39 | $16M | +46,317 | +60.6% | |
| 69 | HOOD | 0.33% | 326,112 | $31M | $93.63 | $23M | +146,338 | +81.4% | |
| 70 | GTLS | 0.33% | 183,321 | $30M | $164.65 | -$10M | -98,116 | -34.9% | |
| 71 | IGIC | 0.32% | 1,243,035 | $30M | $24.02 | -$3M | -7,263 | -0.6% | |
| 72 | DKS | 0.32% | 150,549 | $30M | $197.81 | -$62M | -306,281 | -67.0% | |
| 73 | SITE | 0.32% | 243,349 | $29M | $120.94 | $3M | +26,258 | +12.1% | |
| 74 | XMTR | 0.31% | 859,808 | $29M | $33.79 | $23M | +613,282 | +248.8% | |
| 75 | PRCH | 0.31% | 2,459,623 | $29M | $11.79 | $16M | +719,412 | +41.3% | |
| 76 | TWLO | 0.31% | 231,488 | $29M | $124.36 | $11M | +50,431 | +27.9% | |
| 77 | HDB | 0.30% | 357,062 | $27M | $76.67 | $7M | +45,331 | +14.5% | |
| 78 | OPCH | 0.29% | 828,583 | $27M | $32.48 | -$4M | -51,243 | -5.8% | |
| 79 | TEM | 0.28% | 413,081 | $26M | $63.54 | $25M | +390,723 | +1747.6% | |
| 80 | TXRH | 0.28% | 137,647 | $26M | $187.41 | $2M | -3,380 | -2.4% | |
| 81 | COCO | 0.25% | 641,007 | $23M | $36.10 | $3M | -9,964 | -1.5% | |
| 82 | MDB | 0.24% | 107,094 | $22M | $209.99 | -$47M | -291,928 | -73.2% | |
| 83 | CB | 0.23% | 74,815 | $22M | $289.72 | -$1M | -1,369 | -1.8% | |
| 84 | BBIO | 0.22% | 465,401 | $20M | $43.18 | $16M | +343,158 | +280.7% | |
| 85 | SNOW | 0.22% | 89,462 | $20M | $223.77 | $15M | +57,516 | +180.0% | |
| 86 | CSGP | 0.21% | 245,432 | $20M | $80.40 | $261K | -328 | -0.1% | |
| 87 | MA | 0.21% | 35,100 | $20M | $561.94 | -$477K | -1,755 | -4.8% | |
| 88 | TDG | 0.21% | 12,834 | $20M | $1,520.62 | $2M | -115 | -0.9% | |
| 89 | WRB | 0.19% | 243,316 | $18M | $73.47 | $465K | -1,362 | -0.6% | |
| 90 | SG | 0.19% | 1,187,836 | $18M | $14.88 | -$9M | +115,945 | +10.8% | |
| 91 | RBRK | 0.19% | 194,137 | $17M | $89.59 | $10M | +80,341 | +70.6% | |
| 92 | MGY | 0.18% | 743,357 | $17M | $22.48 | -$3M | -54,128 | -6.8% | |
| 93 | UTI | 0.17% | 476,483 | $16M | $33.89 | $14M | +392,079 | +464.5% | |
| 94 | TSM | 0.16% | 63,487 | $14M | $226.49 | $13M | +58,034 | +1064.3% | |
| 95 | KYMR | 0.16% | 329,020 | $14M | $43.64 | $6M | +10,639 | +3.3% | |
| 96 | LYV | 0.14% | 85,173 | $13M | $151.28 | — | +85,173 | — | NEW |
| 97 | AMT | 0.14% | 57,712 | $13M | $221.02 | $160K | -172 | -0.3% | |
| 98 | INSP | 0.13% | 91,756 | $12M | $129.77 | -$17M | -91,897 | -50.0% | |
| 99 | WWD | 0.13% | 48,054 | $12M | $245.09 | — | +48,054 | — | NEW |
| 100 | ONEW | 0.12% | 862,085 | $12M | $13.39 | -$5M | -134,264 | -13.5% |