Asset Manager
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GILDER GAGNON HOWE & CO LLC
Market Value
$9.2B
-4.6%
Holdings
271
+16
New Purchases
34
Added To
50
Closed
32
Reduced
153
Top 10 Concentration
35.0%
Turnover
24.4%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| RDDT | 1.03% | 0.14% | +0.89% | $95M |
| ISRG | 2.92% | 2.23% | +0.69% | $268M |
| MU | 1.54% | 0.88% | +0.66% | $142M |
| SATS | 1.10% | 0.49% | +0.60% | $101M |
| SPHR | 0.58% | 0.00% | +0.58% | $53M |
| ARQT | 1.41% | 0.87% | +0.54% | $129M |
| NTRA | 2.06% | 1.60% | +0.46% | $190M |
| GOOGL | 1.65% | 1.24% | +0.41% | $152M |
| AMZN | 4.52% | 4.13% | +0.39% | $415M |
| GOOG | 1.33% | 1.01% | +0.32% | $122M |
| C | 0.27% | 0.00% | +0.27% | $25M |
| SHOP | 3.81% | 3.57% | +0.24% | $351M |
| TSEM | 0.60% | 0.36% | +0.24% | $55M |
| RIVN | 0.77% | 0.55% | +0.23% | $71M |
| SITM | 1.43% | 1.20% | +0.22% | $131M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| NFLX | 4.45% | 5.58% | -1.13% | $409M |
| RBLX | 1.50% | 2.46% | -0.96% | $138M |
| DUOL | 0.97% | 1.91% | -0.95% | $89M |
| PCOR | 0.01% | 0.79% | -0.77% | $1M |
| ROKU | 0.57% | 1.00% | -0.44% | $52M |
| APPF | 1.06% | 1.48% | -0.42% | $98M |
| FIGR | 0.89% | 1.23% | -0.34% | $82M |
| DKS | 0.00% | 0.34% | -0.34% | $0 |
| NET | 3.76% | 4.09% | -0.33% | $346M |
| YNDX | 0.92% | 1.22% | -0.30% | $85M |
| TEM | 0.37% | 0.65% | -0.28% | $34M |
| WRBY | 0.20% | 0.48% | -0.27% | $19M |
| META | 2.94% | 3.21% | -0.26% | $271M |
| POOL | 0.70% | 0.92% | -0.23% | $64M |
| PRCH | 0.43% | 0.65% | -0.22% | $40M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 24 | $2.6B | 28.7% |
| Large Cap | 115 | $4.6B | 50.1% |
| Mid Cap | 79 | $1.6B | 17.8% |
| Small Cap | 44 | $268M | 2.9% |
| Micro Cap | 9 | $48M | 0.5% |
Portfolio Analytics
Avg Market Cap
$162.9B
Median Market Cap
$10.7B
Avg P/E
53.9
Median P/E
33.2
Avg Dividend Yield
0.00%
Avg Beta
1.33
# Stocks
271
# ETFs / Funds
0
Top Holdings (271 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | 5.23% | 2,579,709 | $481M | $186.50 | -$23M | -123,423 | -4.6% | |
| 2 | AMZN | 4.52% | 1,799,609 | $415M | $230.82 | $17M | -14,218 | -0.8% | |
| 3 | NFLX | 4.45% | 4,365,376 | $409M | $93.76 | -$129M | +3,916,382 | +872.3% | |
| 4 | SHOP | 3.81% | 2,178,396 | $351M | $160.97 | $7M | -136,061 | -5.9% | |
| 5 | NET | 3.76% | 1,754,461 | $346M | $197.15 | -$48M | -81,969 | -4.5% | |
| 6 | TSLA | 3.55% | 726,497 | $327M | $449.72 | -$8M | -26,042 | -3.5% | |
| 7 | META | 2.94% | 410,257 | $271M | $660.09 | -$38M | -10,766 | -2.6% | |
| 8 | ISRG | 2.92% | 473,545 | $268M | $566.36 | $53M | -7,272 | -1.5% | |
| 9 | NTRA | 2.06% | 828,300 | $190M | $229.09 | $35M | -130,697 | -13.6% | |
| 10 | PWR | 1.71% | 373,367 | $158M | $422.06 | -$6M | -21,902 | -5.5% | |
| 11 | TOST | 1.70% | 4,390,564 | $156M | $35.51 | -$12M | -195,196 | -4.3% | |
| 12 | GOOGL | 1.65% | 485,809 | $152M | $313.00 | $32M | -7,262 | -1.5% | |
| 13 | ERJ | 1.63% | 2,323,295 | $150M | $64.37 | $6M | -51,659 | -2.2% | |
| 14 | TKO | 1.58% | 694,600 | $145M | $209.00 | $1M | -18,218 | -2.6% | |
| 15 | MU | 1.54% | 496,334 | $142M | $285.41 | $56M | -13,126 | -2.6% | |
| 16 | RBLX | 1.50% | 1,702,110 | $138M | $81.03 | -$99M | -7,406 | -0.4% | |
| 17 | SITM | 1.43% | 371,294 | $131M | $353.19 | $15M | -14,019 | -3.6% | |
| 18 | ARQT | 1.41% | 4,453,856 | $129M | $29.04 | $46M | +24,748 | +0.6% | |
| 19 | ALNY | 1.38% | 319,305 | $127M | $397.65 | -$23M | -10,016 | -3.0% | |
| 20 | GOOG | 1.33% | 389,782 | $122M | $313.80 | $25M | -9,793 | -2.5% | |
| 21 | QXO | 1.31% | 6,226,055 | $120M | $19.29 | $10M | +437,670 | +7.6% | |
| 22 | SN | 1.21% | 990,624 | $111M | $111.90 | $6M | -25,591 | -2.5% | |
| 23 | MELI | 1.20% | 54,763 | $110M | $2,014.27 | -$19M | -519 | -0.9% | |
| 24 | ANET | 1.16% | 816,531 | $107M | $131.03 | -$16M | -25,497 | -3.0% | |
| 25 | SHAK | 1.12% | 1,269,116 | $103M | $81.17 | -$19M | -37,208 | -2.9% | |
| 26 | BSX | 1.12% | 1,077,221 | $103M | $95.35 | -$5M | -26,104 | -2.4% | |
| 27 | SATS | 1.10% | 929,392 | $101M | $108.70 | $53M | +305,205 | +48.9% | |
| 28 | APPF | 1.06% | 419,431 | $98M | $232.65 | -$45M | -98,319 | -19.0% | |
| 29 | GPS | 1.04% | 3,735,108 | $96M | $25.60 | $14M | -81,458 | -2.1% | |
| 30 | RDDT | 1.03% | 411,542 | $95M | $229.87 | $81M | +352,105 | +592.4% | |
| 31 | NYT | 1.02% | 1,348,621 | $94M | $69.42 | $14M | -35,792 | -2.6% | |
| 32 | LPLA | 1.01% | 259,070 | $93M | $357.17 | $4M | -6,896 | -2.6% | |
| 33 | DUOL | 0.97% | 506,131 | $89M | $175.50 | -$95M | -66,397 | -11.6% | |
| 34 | HOOD | 0.95% | 772,946 | $87M | $113.10 | -$2M | +150,628 | +24.2% | |
| 35 | YNDX | 0.92% | 1,013,986 | $85M | $83.70 | -$33M | -35,232 | -3.4% | |
| 36 | FIGR | 0.89% | 2,005,143 | $82M | $40.84 | -$37M | -1,267,206 | -38.7% | |
| 37 | MSFT | 0.86% | 162,696 | $79M | $483.62 | -$9M | -7,174 | -4.2% | |
| 38 | SPOT | 0.82% | 129,883 | $75M | $580.71 | -$23M | -11,568 | -8.2% | |
| 39 | RIVN | 0.77% | 3,601,956 | $71M | $19.71 | $18M | +16,717 | +0.5% | |
| 40 | AFRM | 0.77% | 952,909 | $71M | $74.43 | -$289K | -21,562 | -2.2% | |
| 41 | FNV | 0.77% | 341,137 | $71M | $207.28 | -$7M | -7,459 | -2.1% | |
| 42 | HUBS | 0.72% | 165,938 | $67M | $401.30 | -$14M | -5,857 | -3.4% | |
| 43 | FRPT | 0.70% | 1,055,140 | $64M | $60.93 | -$677K | -123,708 | -10.5% | |
| 44 | POOL | 0.70% | 280,857 | $64M | $228.75 | -$25M | -6,373 | -2.2% | |
| 45 | TTAN | 0.69% | 597,669 | $64M | $106.50 | $2M | -14,211 | -2.3% | |
| 46 | BOOT | 0.69% | 357,946 | $63M | $176.47 | $2M | -8,849 | -2.4% | |
| 47 | ESLT | 0.67% | 107,124 | $62M | $577.71 | $6M | -2,791 | -2.5% | |
| 48 | XMTR | 0.66% | 1,022,055 | $61M | $59.47 | $8M | +54,244 | +5.6% | |
| 49 | ARX | 0.66% | 3,703,078 | $61M | $16.35 | $3M | -195,194 | -5.0% | |
| 50 | ABNB | 0.64% | 432,553 | $59M | $135.72 | $5M | -9,804 | -2.2% | |
| 51 | TSEM | 0.60% | 471,954 | $55M | $117.42 | $20M | -12,029 | -2.5% | |
| 52 | SPHR | 0.58% | 561,146 | $53M | $95.08 | — | +561,146 | — | NEW |
| 53 | ROKU | 0.57% | 481,299 | $52M | $108.49 | -$44M | -484,412 | -50.2% | |
| 54 | 0HQN.L | 0.57% | 207,302 | $52M | $251.00 | $1M | +942 | +0.5% | |
| 55 | MLM | 0.53% | 78,553 | $49M | $622.66 | -$531K | +107 | +0.1% | |
| 56 | CALX | 0.51% | 887,927 | $47M | $52.93 | -$8M | -14,694 | -1.6% | |
| 57 | TLN | 0.50% | 123,521 | $46M | $374.84 | -$9M | -6,776 | -5.2% | |
| 58 | MDB | 0.47% | 103,781 | $44M | $419.69 | $8M | -11,288 | -9.8% | |
| 59 | PLTR | 0.47% | 241,719 | $43M | $177.75 | -$9M | -44,246 | -15.5% | |
| 60 | GE | 0.45% | 134,272 | $41M | $308.03 | $5M | +12,603 | +10.4% | |
| 61 | SFM | 0.44% | 511,346 | $41M | $79.67 | -$17M | -20,904 | -3.9% | |
| 62 | ARM | 0.44% | 366,729 | $40M | $109.31 | -$9M | +18,662 | +5.4% | |
| 63 | PRCH | 0.43% | 4,347,373 | $40M | $9.13 | -$23M | +618,207 | +16.6% | |
| 64 | CRWD | 0.42% | 81,669 | $38M | $468.76 | -$3M | -1,928 | -2.3% | |
| 65 | ALHC | 0.40% | 1,857,139 | $37M | $19.75 | $4M | -26,937 | -1.4% | |
| 66 | VIA | 0.39% | 1,237,829 | $36M | $29.01 | $19M | +882,848 | +248.7% | |
| 67 | SITE | 0.39% | 284,842 | $35M | $124.56 | -$399K | +6,277 | +2.2% | |
| 68 | BBIO | 0.38% | 457,977 | $35M | $76.49 | $11M | -4,334 | -0.9% | |
| 69 | TEM | 0.37% | 576,774 | $34M | $59.05 | -$29M | -201,254 | -25.9% | |
| 70 | TDG | 0.37% | 25,535 | $34M | $1,329.84 | $16M | +11,591 | +83.1% | |
| 71 | U | 0.35% | 731,222 | $32M | $44.17 | $2M | -13,833 | -1.9% | |
| 72 | FND | 0.35% | 524,055 | $32M | $60.89 | -$9M | -33,381 | -6.0% | |
| 73 | LOAR | 0.35% | 466,869 | $32M | $68.00 | -$6M | -8,335 | -1.8% | |
| 74 | FWRG | 0.34% | 2,081,672 | $31M | $15.08 | -$2M | -64,137 | -3.0% | |
| 75 | IGIC | 0.33% | 1,220,116 | $31M | $25.09 | $2M | -20,418 | -1.6% | |
| 76 | GTLS | 0.33% | 148,136 | $31M | $206.23 | -$5M | -28,417 | -16.1% | |
| 77 | TXRH | 0.33% | 182,324 | $30M | $166.00 | -$413K | -2,322 | -1.3% | |
| 78 | IBN | 0.32% | 996,262 | $30M | $29.80 | -$1M | -23,481 | -2.3% | |
| 79 | OPCH | 0.28% | 808,608 | $26M | $31.86 | $3M | -14,870 | -1.8% | |
| 80 | FIG | 0.27% | 667,532 | $25M | $37.37 | -$10M | -608 | -0.1% | |
| 81 | C | 0.27% | 213,530 | $25M | $116.69 | — | +213,530 | — | NEW |
| 82 | CYTK | 0.27% | 385,820 | $25M | $63.54 | $3M | -3,235 | -0.8% | |
| 83 | BRCB | 0.24% | 976,304 | $22M | $22.25 | -$12M | -434,823 | -30.8% | |
| 84 | TBN | 0.24% | 794,648 | $22M | $27.23 | $14M | +512,992 | +182.1% | |
| 85 | KTOS | 0.22% | 269,793 | $20M | $75.91 | -$4M | -3,100 | -1.1% | |
| 86 | TWLO | 0.22% | 142,844 | $20M | $142.24 | $5M | -8,795 | -5.8% | |
| 87 | MDGL | 0.21% | 33,468 | $19M | $582.34 | $5M | +2,620 | +8.5% | |
| 88 | TSM | 0.21% | 64,104 | $19M | $303.89 | $902K | -2,415 | -3.6% | |
| 89 | KYMR | 0.20% | 239,916 | $19M | $77.81 | $5M | -6,788 | -2.8% | |
| 90 | WRBY | 0.20% | 854,143 | $19M | $21.79 | -$27M | -814,081 | -48.8% | |
| 91 | MA | 0.20% | 31,513 | $18M | $570.88 | -$758K | -1,448 | -4.4% | |
| 92 | GKOS | 0.19% | 154,442 | $17M | $112.91 | -$10M | -180,090 | -53.8% | |
| 93 | BETA | 0.19% | 617,864 | $17M | $28.21 | — | +617,864 | — | NEW |
| 94 | HDB | 0.19% | 473,474 | $17M | $36.54 | -$7M | -224,307 | -32.1% | |
| 95 | GEV | 0.19% | 26,352 | $17M | $653.57 | $2M | +1,794 | +7.3% | |
| 96 | WRB | 0.18% | 241,764 | $17M | $70.12 | -$2M | -533 | -0.2% | |
| 97 | AAOI | 0.18% | 475,015 | $17M | $34.86 | $14M | +388,768 | +450.8% | |
| 98 | CSGP | 0.18% | 240,034 | $16M | $67.24 | -$7M | -38,469 | -13.8% | |
| 99 | OSCR | 0.17% | 1,108,595 | $16M | $14.37 | -$11M | -312,810 | -22.0% | |
| 100 | MGY | 0.16% | 653,948 | $14M | $21.89 | -$2M | -37,377 | -5.4% |