GILDER GAGNON HOWE & CO LLC
•CIK: 902464•Filing: Q4 2025
Gilder Gagnon Howe & Co LLC, led by the seasoned duo of John Gilderbloom and John Gagnon, is known for its concentrated, high-conviction bets, currently managing $9.5 billion in assets with a focus on technology and growth stocks. Recently, the fund has made notable moves by adding high-growth names like VYLD and AAOI, while exiting positions in DKS and RBRK, reflecting its dynamic approach to capitalizing on emerging tech trends.
Total AUM
$9.5B
QoQ Performance
-3.5%
Positions
248
Top 10 Concentration
34.1%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA5.1%
AMZN4.4%
NFLX4.3%
SHOP3.7%
NET3.7%
TSLA3.4%
META2.9%
ISRG2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.6%
Technology11.9%
Consumer9.3%
Communication5.2%
Industrial0.4%
Financial0.3%
Real Estate0.1%
Materials0.1%
🚪 Exited Positionssold since Q3 2025
+64 more exited positions
Changes from Q3 2025
NEW20 new positions
↑40 increased
↓140 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023