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Livermore
Livermore
ZHEN

Gilder Gagnon Howe & Co LLC

SEC CIK
0000902464
Latest filing
Aug 14, 2026

The latest 13F from Gilder Gagnon Howe & Co LLC covers Q2 2026 (filed Aug 14, 2026): 274 long positions worth $9.69B. The top 10 holdings make up 30.6% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 5.0%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
50
Est. +$475.6M
Added
56
Est. +$598.9M
Reduced
165
Est. −$1.10B
Sold out
28
Est. −$278.5M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    5.0%$480.7MHistory
  2. NETCloudflare, Inc.
    4.2%$409.2MHistory
  3. AMZNAmazon Com Inc
    4.1%$401.4MHistory
  4. NFLXNetflix Inc
    2.9%$285.5MHistory
  5. PWRQuanta Services, Inc.
    2.8%$272.2MHistory

Share of portfolio

Top 5 holdings and the other 269 positions, by share of portfolio value

  1. NVDA5.0%
  2. NET4.2%
  3. AMZN4.1%
  4. NFLX2.9%
  5. PWR2.8%
  6. Other 269 positions80.9%

Biggest buys

New and added positions, by estimated amount bought

  1. ACMRACM Research, Inc.
    +$71.8MAddedHistory
  2. ENPHEnphase Energy, Inc.
    +$65.6MAddedHistory
  3. DASHDoorDash, Inc.
    +$60.4MAddedHistory
  4. RTXRTX Corp
    +$59.3MNewHistory
  5. AXONAxon Enterprise, Inc.
    +$50.9MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. INTCIntel Corp
    +0.98 pp0.3% → 1.3%History
  2. ARMArm Holdings PLC
    +0.95 pp0.7% → 1.7%History
  3. ACMRACM Research, Inc.
    +0.80 pp<0.1% → 0.8%History
  4. ENPHEnphase Energy, Inc.
    +0.79 pp1.0% → 1.8%History
  5. DASHDoorDash, Inc.
    +0.63 pp0.1% → 0.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MUMicron Technology Inc
    −$212.3MReducedHistory
  2. SHAKShake Shack Inc.
    −$102.2MSold outHistory
  3. ARQTArcutis Biotherapeutics, Inc.
    −$78.4MReducedHistory
  4. NTRANatera, Inc.
    −$69.8MReducedHistory
  5. SITMSITIME Corp
    −$63.8MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. NFLXNetflix Inc
    −1.89 pp4.8% → 2.9%History
  2. SHAKShake Shack Inc.
    −1.23 pp1.2% → 0.0%History
  3. SHOPShopify Inc.
    −0.90 pp3.1% → 2.2%History
  4. ARQTArcutis Biotherapeutics, Inc.
    −0.86 pp1.2% → 0.4%History
  5. ISRGIntuitive Surgical Inc
    −0.82 pp2.5% → 1.7%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$9.69B
+$1.35B (+16.2%) vs. prior quarter
Positions
274
+22 vs. prior quarter
Top 10 concentration
30.6%
Top 10 as share of value
Turnover
11.9%
Q2 2026, one quarter
Average holding period
14.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $20.4B (Q2 2021)

Q1 2021: $18.6BQ2 2021: $20.4BQ3 2021: $19.3BQ4 2021: $17.6BQ1 2022: $10.8BQ2 2022: $5.61BQ3 2022: $5.73BQ4 2022: $5.36BQ1 2023: $6.04BQ2 2023: $7.31BQ3 2023: $6.57BQ4 2023: $7.29BQ1 2024: $8.00BQ2 2024: $7.98BQ3 2024: $8.36BQ4 2024: $9.27BQ1 2025: $7.66BQ2 2025: $9.42BQ3 2025: $9.81BQ4 2025: $9.47BQ1 2026: $8.34BQ2 2026: $9.69B
Q1 2021Q2 2026
13F filings of Gilder Gagnon Howe & Co LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026274$9.69BNVDANETAMZNvs. Q1 2026SEC
Q1 2026May 15, 2026252$8.34BNVDANFLXNETvs. Q4 2025SEC
Q4 2025Feb 17, 2026250$9.47BNVDAAMZNNFLXvs. Q3 2025SEC
Q3 2025Nov 14, 2025249$9.81BNFLXNVDAAMZNvs. Q2 2025SEC
Q2 2025Aug 14, 2025238$9.42BNFLXNVDAAMZNvs. Q1 2025SEC
Q1 2025May 15, 2025233$7.66BNFLXAMZNNVDAvs. Q4 2024SEC
Q4 2024Feb 14, 2025254$9.27BTSLANFLXAMZNvs. Q3 2024SEC
Q3 2024Nov 14, 2024250$8.36BNVDAAMZNTSLAvs. Q2 2024SEC
Q2 2024Aug 14, 2024251$7.98BNVDAAMZNNFLXvs. Q1 2024SEC
Q1 2024May 15, 2024257$8.00BNVDAAMZNNFLXvs. Q4 2023SEC
Q4 2023Feb 14, 2024250$7.29BTSLAAMZNNFLXvs. Q3 2023SEC
Q3 2023Nov 14, 2023258$6.57BTSLAAMZNNVDAvs. Q2 2023SEC
Q2 2023Aug 14, 2023342$7.31BTSLAAMZNNFLXvs. Q1 2023SEC
Q1 2023May 15, 2023245$6.04BTSLAAMZNNFLXvs. Q4 2022SEC
Q4 2022Feb 14, 2023244$5.36BTSLANFLXAMZNvs. Q3 2022SEC
Q3 2022Nov 14, 2022247$5.73BTSLAAMZNSWAVvs. Q2 2022SEC
Q2 2022Aug 15, 2022249$5.61BTSLAAMZNSWAVvs. Q1 2022SEC
Q1 2022May 16, 2022289$10.8BTSLAAMZNNETvs. Q4 2021SEC
Q4 2021Feb 14, 2022401$17.6BTSLANFLXNETvs. Q3 2021SEC
Q3 2021Nov 15, 2021434$19.3BTSLANFLXSHOPvs. Q2 2021SEC
Q2 2021Aug 16, 2021420$20.4BTSLAROKUSHOPvs. Q1 2021SEC
Q1 2021May 17, 2021403$18.6BTSLAROKUNFLX–SEC

13D and 13G filings

Companies where Gilder Gagnon Howe & Co LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Gilder Gagnon Howe & Co LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
ONEWOneWater Marine Inc.13G/A5.00%824.0K shares−0.30 ppfrom 5.30%Feb 16, 20218 filingsFeb 17, 2026SEC

Latest filings

88 filings on file made by Gilder Gagnon Howe & Co LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Gilder Gagnon Howe & Co LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
BRCBBlack Rock Coffee Bar, Inc.May 15, 202610:45 AM ET13G3.50%602.9K shares−2.10 ppfrom 5.60%Below 5%Mar 31, 2026SEC
BRCBBlack Rock Coffee Bar, Inc.Feb 17, 202612:35 PM ET13G/A5.60%976.3K shares−3.60 ppfrom 9.20%Dec 31, 2025SEC
ONEWOneWater Marine Inc.Feb 17, 202612:35 PM ET13G/A5.00%824.0K shares−0.30 ppfrom 5.30%Dec 31, 2025SEC
BRCBBlack Rock Coffee Bar, Inc.Oct 2, 202512:58 PM ET13G9.20%1.41M sharesNewSep 30, 2025SEC
ONEWOneWater Marine Inc.Jul 14, 20253:57 PM ET13G/A5.30%862.1K shares−2.02 ppfrom 7.32%Jun 30, 2025SEC
SDHCSmith Douglas Homes Corp.May 6, 20252:29 PM ET13G/A4.90%440.9K shares−0.71 ppfrom 5.61%Below 5%Mar 31, 2025SEC
TBBBBBB Foods IncMay 6, 20252:28 PM ET13G/A4.60%2.84M shares−2.77 ppfrom 7.37%Below 5%Mar 31, 2025SEC
SDHCSmith Douglas Homes Corp.Feb 10, 20251:13 PM ET13G/A5.61%495.8K shares−0.29 ppfrom 5.90%Dec 31, 2024SEC
SSTISoundthinking, Inc.Feb 10, 20251:11 PM ET13G/A0.00%0 shares−2.10 ppfrom 2.10%Below 5%Dec 31, 2024SEC
ONEWOneWater Marine Inc.Feb 10, 20251:10 PM ET13G/A7.32%1.08M shares−1.08 ppfrom 8.40%Dec 31, 2024SEC
TBBBBBB Foods IncFeb 10, 20251:09 PM ET13G/A7.37%2.85M shares+0.17 ppfrom 7.20%Dec 31, 2024SEC
SDHCSmith Douglas Homes Corp.Oct 7, 20246:33 PM ET13G/A5.90%521.8K shares−5.80 ppfrom 11.70%Sep 30, 2024SEC
ONEWOneWater Marine Inc.Oct 7, 20246:20 PM ET13G/A8.40%1.24M shares+1.80 ppfrom 6.60%Sep 30, 2024SEC
SSTISoundthinking, Inc.Oct 7, 20246:06 PM ET13G/A2.10%269.3K shares−3.60 ppfrom 5.70%Below 5%Sep 30, 2024SEC
TBBBBBB Foods IncOct 7, 20245:47 PM ET13G7.20%2.77M sharesNewSep 30, 2024SEC
SSTISoundthinking, Inc.Feb 9, 20244:28 PM ET13G/A5.70%719.2K shares–Dec 31, 2023SEC
ONEWOneWater Marine Inc.Feb 9, 20244:09 PM ET13G/A6.60%963.0K shares–Dec 31, 2023SEC
SilverCrest Metals Inc.Common SharesFeb 9, 20243:53 PM ET13G/A4.20%6.18M shares–Below 5%Dec 31, 2023SEC
SDHCSmith Douglas Homes Corp.Feb 6, 20242:18 PM ET13G11.70%901.8K sharesNewJan 31, 2024SEC
TOSTToast, Inc.Feb 14, 202313G/AOld format–––SEC