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AI & tech investing

GILDER GAGNON HOWE & CO LLC

CIK 902464

13F filing for Q2 2026・No. 582

Holdings
US$9.69B
Quarter change
+US$1.35B
Entries
274
Net bought (estimate)
−US$31.87M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 50
  • Sold out 28
  • Cut 164
  • Added 57
  • Corporate actions 0
  • Unchanged 3

Largest holdings

274 stocks worth US$9.69B, options and bonds left out.

StockThis quarterValueWeight
NVDANvidiaCOMCutUS$480.7M4.96%
NETCLOUDFLARE INCCL A COMCutUS$409.21M4.22%
AMZNAmazonCOMCutUS$401.42M4.14%
NFLXNETFLIX INC.COMCutUS$285.54M2.95%
PWRQUANTA SVCS INCCOMAddedUS$272.24M2.81%
NBISNEBIUS GROUP N.V.SHS CLASS ACutUS$240.48M2.48%
TSLATeslaCOMCutUS$239.43M2.47%
MUMicronCOMAddedSplit 1:2US$232.76M2.40%
SHOPSHOPIFY INCCL A SUB VTG SHSCutUS$209.57M2.16%
METAMetaCL ACutUS$194.55M2.01%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.