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Gilder Gagnon Howe & Co. LLC

CIK:0000902464
Asset Manager
$8B AUM
238 holdings
New York, NY, United States
Founded:1968
80 employees
Latest filing:Jun 30, 2025

Gilder Gagnon Howe & Co. LLC (GGHC) is an independent, SEC-registered investment advisor and broker-dealer headquartered in New York City. Founded in 1968, GGHC specializes in discretionary growth investing for individual and institutional clients, serving thousands. The firm is known for its active, research-driven strategies and has a team led by co-CEOs Shaiza Rizavi and James Deutsch. The firm has dozens of employees and operates near Central Park.

Investment Strategy

GGHC employs research-based, discretionary strategies that focus on individual stocks and companies with growth potential. Their investment approach is rooted in both technical and fundamental analysis, utilizing long- and short-term purchases, trading, short sales, margin transactions, and option strategies. The philosophy emphasizes capital growth through patient, long-term risk-taking, with the belief that there are no 'safe stocks' and that above-average returns can only be earned by willingness to accept volatility. GGHC focuses on uncovering undervalued or innovative enterprises rather than making market-oriented bets. Client accounts are managed separately, and a wrap fee program is available for retirement accounts.

Top Buys
N
NFLXNETFLIX INC
+$189.2M
N
NETCLOUDFLARE INC
+$159.7M
N
NVDANVIDIA CORPORATION
+$133.1M
S
SHOPSHOPIFY INC
+$130.5M
Q
QXOQXO INC
+$112.6M
Top Sells
D
DKSDICKS SPORTING GOODS INC
-$62.3M
C
CRMSALESFORCE INC
-$61.7M
M
MDBMONGODB INC
-$47.5M
B
BRBRBELLRING BRANDS INC
-$36.2M
K
KNFKNIFE RIVER CORP
-$34.2M

Top Holdings

N
NFLXNETFLIX INC
+6.7%$630.7M
N
NVDANVIDIA CORPORATION
+4.6%$436.6M
A
AMZNAMAZON COM INC
+4.3%$409.3M
N
NETCLOUDFLARE INC
+4.1%$383.0M
M
METAMETA PLATFORMS INC
+3.5%$325.4M

Equity Positions (236)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NFLX
NETFLIX INC6.70%$630.7M470,980$33.09$1339.13+$189.2M
N
NVDA
NVIDIA CORPORATION4.64%$436.6M2,763,702$10.34$157.99+$133.1M
A
AMZN
AMAZON COM INC4.35%$409.3M1,865,757$18.67$219.39+$47.6M
N
NET
CLOUDFLARE INC4.07%$383.0M1,955,859$27.50$195.83+$159.7M
M
META
META PLATFORMS INC3.45%$325.4M440,837$145.11$738.09+$65.8M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+19.5%
SEMICONDUCTORS & RELATED DEVICES
+7.0%
SERVICES-VIDEO TAPE RENTAL
+6.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.2%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+4.4%