Institutional manager

GILDER GAGNON HOWE & CO LLC

Holds positions in 65 of the S&P 500, worth $3.61bn as reported for the quarter ended 31-mar-2026.

Positions held65of 488 index companies covered

Reported value$3.61bnS&P 500 positions only

Top ten weight72%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 65 held. The rest are smaller than every one of these.

NvidiaNVDA2.5m$442mInformation Technology NetflixNFLX4.2m$403mCommunication Services AmazonAMZN1.8m$365mConsumer Discretionary Alphabet Inc. (Class A)GOOGL898,540$258mCommunication Services Tesla, Inc.TSLA619,700$230mConsumer Discretionary Meta PlatformsMETA394,067$225mCommunication Services Intuitive SurgicalISRG449,557$207mHealth Care Quanta ServicesPWR373,698$205mIndustrials EchoStarECHO1.2m$137mCommunication Services Micron TechnologyMU385,605$130mInformation Technology TKO Group HoldingsTKO564,911$114mCommunication Services NEW YORK TIMES CONYT1.4m$114m Robinhood MarketsHOOD1.4m$100mFinancials Arista NetworksANET797,221$98mInformation Technology Cboe Global MarketsCBOE202,940$57mFinancials AirbnbABNB424,679$54mConsumer Discretionary Martin Marietta MaterialsMLM69,173$41mMaterials Palantir TechnologiesPLTR275,323$40mInformation Technology GE AerospaceGE116,620$33mIndustrials MicrosoftMSFT77,787$29mInformation Technology Taiwan Semiconductor ManufacturingTSM79,525$27m TransDigm GroupTDG21,481$25mIndustrials IntelINTC521,122$23mInformation Technology CitigroupC193,736$22mFinancials Apple Inc.AAPL79,040$20mInformation Technology Corning Inc.GLW124,940$17mInformation Technology W. R. Berkley CorporationWRB240,239$16mFinancials GE VernovaGEV16,487$14mIndustrials MastercardMA27,732$14mFinancials Legence Corp.LGN199,102$11m Moody's CorporationMCO22,165$10mFinancials Chubb LimitedCB28,673$9mFinancials American TowerAMT50,802$9mReal Estate DatadogDDOG71,799$8mInformation Technology WalmartWMT56,876$7mConsumer Staples CME GroupCME23,148$7mFinancials McDonald'sMCD21,757$7mConsumer Discretionary CostcoCOST6,582$7mConsumer Staples Sherwin-WilliamsSHW19,042$6mMaterials Vulcan Materials CompanyVMC21,503$6mMaterials ServiceNowNOW53,389$6mInformation Technology IBMIBM21,826$5mInformation Technology VertivVRT19,355$5mIndustrials DoorDashDASH32,173$5mConsumer Discretionary Live Nation EntertainmentLYV28,530$4mCommunication Services CienaCIEN10,558$4mInformation Technology Constellation EnergyCEG14,057$4mUtilities EmcorEME5,286$4mIndustrials CoStar GroupCSGP91,094$4mReal Estate LumentumLITE4,692$3mInformation Technology JPMorgan ChaseJPM9,135$3mFinancials Howmet AerospaceHWM8,802$2mIndustrials Qnity ElectronicsQ16,968$2mInformation Technology Berkshire HathawayBRK.B3,985$2mFinancials Huntington Ingalls IndustriesHII4,798$2mIndustrials APA CorporationAPA30,949$1mEnergy Expand EnergyEXE10,378$1mEnergy AppLovinAPP2,561$1mCommunication Services BiogenBIIB4,558$835,618Health Care Boston ScientificBSX12,933$811,546Health Care

What this page is not

Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.