Reported positions
Quarter-end holdings as filed
Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.
GILDER GAGNON HOWE & CO LLC
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ · methodology §13F ↗
Period
$8.3B
reported valuesum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
252
positionsALL retained default holdings for this (filer, period), including NULL-value ones
35
new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31
33
exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
Position changes — into 2026-03-31
by shares · Δ value · filing link · how changes are classified §Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION COMposition key pos:16535 · issuer key iss:1593 | trim | −$39.5M | −47,291 | $481M | $442M | 2,579,709 | 2,532,418 | |
NETFLIX INC. COMposition key pos:16326 · issuer key iss:1546 | trim | −$6.3M | −173,533 | $409M | $403M | 4,365,376 | 4,191,843 | |
CLOUDFLARE INC CL A COMposition key pos:11342 · issuer key iss:604 | add | +$21.0M | +23,707 | $346M | $367M | 1,754,461 | 1,778,168 | |
AMAZON COM INC COMposition key pos:15054 · issuer key iss:159 | trim | −$50.5M | −47,619 | $415M | $365M | 1,799,609 | 1,751,990 | |
SHOPIFY INC CL A SUB VTG SHSposition key pos:19110 · issuer key iss:1965 | trim | −$95.1M | −23,653 | $351M | $256M | 2,178,396 | 2,154,743 | |
TESLA INC COMposition key pos:11199 · issuer key iss:2119 | trim | −$96.3M | −106,797 | $327M | $230M | 726,497 | 619,700 | |
META PLATFORMS INC CL Aposition key pos:12241 · issuer key iss:891 | trim | −$45.3M | −16,190 | $271M | $225M | 410,257 | 394,067 | |
INTUITIVE SURGICAL INC COM NEWposition key pos:17712 · issuer key iss:1213 | trim | −$61.0M | −23,988 | $268M | $207M | 473,545 | 449,557 | |
QUANTA SVCS INC COMposition key pos:14199 · issuer key iss:1790 | add | +$47.6M | +331 | $158M | $205M | 373,367 | 373,698 | |
NATERA INC COMposition key pos:14059 · issuer key iss:1529 | trim | −$38.7M | −73,025 | $190M | $151M | 828,300 | 755,275 | |
ALPHABET INC CAP STK CL Aposition key pos:16029 · issuer key iss:152 | trim | −$14.4M | −7,017 | $152M | $138M | 485,809 | 478,792 | |
ECHOSTAR CORP CL Aposition key pos:14122 · issuer key iss:792 | add | +$36.4M | +244,585 | $101M | $137M | 929,392 | 1,173,977 | |
MICRON TECHNOLOGY INC COMposition key pos:16109 · issuer key iss:1476 | trim | −$11.4M | −110,729 | $142M | $130M | 496,334 | 385,605 | |
EMBRAER S.A. SPONSORED ADSposition key pos:16621 · issuer key iss:807 | trim | −$23.8M | −203,922 | $150M | $126M | 2,323,295 | 2,119,373 | |
ALPHABET INC CAP STK CL Cposition key pos:18738 · issuer key iss:152 | add | −$1.9M | +29,966 | $122M | $120M | 389,782 | 419,748 | |
QXO INC COM NEWposition key pos:14192 · issuer key iss:1974 | trim | −$3.8M | −237,374 | $120M | $116M | 6,226,055 | 5,988,681 | |
TKO GROUP HOLDINGS INC CL Aposition key pos:16623 · issuer key iss:2074 | trim | −$31.3M | −129,689 | $145M | $114M | 694,600 | 564,911 | |
NEW YORK TIMES CO MTN BE CL Aposition key pos:19101 · issuer key iss:1559 | add | +$20.0M | +7,856 | $93.6M | $114M | 1,348,621 | 1,356,477 | |
SITIME CORP COMposition key pos:13075 · issuer key iss:1983 | trim | −$18.5M | −45,226 | $131M | $113M | 371,294 | 326,068 | |
TOAST INC CL Aposition key pos:11997 · issuer key iss:2141 | trim | −$48.0M | −321,402 | $156M | $108M | 4,390,564 | 4,069,162 | |
SHAKE SHACK INC CL Aposition key pos:13591 · issuer key iss:1960 | trim | −$780K | −113,539 | $103M | $102M | 1,269,116 | 1,155,577 | |
ARCUTIS BIOTHERAPEUTICS INC COMposition key sid:sec:prov:fa36e00268ee3d6d74f8ff5697fdd99c · issuer key cusip6:03969K | trim | −$27.9M | −149,846 | $129M | $101M | 4,453,856 | 4,304,010 | |
SHARKNINJA INC COM SHSposition key pos:11551 · issuer key iss:2613 | trim | −$9.5M | −33,517 | $111M | $101M | 990,624 | 957,107 | |
ROBINHOOD MKTS INC COM CL Aposition key pos:14775 · issuer key iss:1853 | add | +$12.9M | +674,289 | $87.4M | $100M | 772,946 | 1,447,235 | |
NEBIUS GROUP N.V. SHS CLASS Aposition key pos:12696 · issuer key iss:2711 | trim | +$13.8M | −62,893 | $84.9M | $98.7M | 1,013,986 | 951,093 | |
ARISTA NETWORKS INC COM SHSposition key pos:12430 · issuer key iss:244 | trim | −$9.1M | −19,310 | $107M | $97.9M | 816,531 | 797,221 | |
MERCADOLIBRE INC COMposition key pos:11377 · issuer key iss:1458 | add | −$14.3M | +789 | $110M | $96.1M | 54,763 | 55,552 | |
ROBLOX CORP CL Aposition key pos:17924 · issuer key iss:1855 | trim | −$42.9M | −21,552 | $138M | $95.1M | 1,702,110 | 1,680,558 | |
ELBIT SYS LTD ORDposition key pos:15120 · issuer key iss:2680 | add | +$32.9M | +4,560 | $61.9M | $94.8M | 107,124 | 111,684 | |
ALNYLAM PHARMACEUTICALS INC COMposition key pos:16018 · issuer key iss:150 | trim | −$34.3M | −39,213 | $127M | $92.7M | 319,305 | 280,092 | |
BBB FOODS INC CL A COMposition key pos:14648 · issuer key iss:2441 | add | +$6.5M | +42,814 | $83.9M | $90.3M | 2,511,410 | 2,554,224 | |
GAP INC COMposition key pos:14982 · issuer key iss:989 | trim | −$6.8M | −63,060 | $95.6M | $88.9M | 3,735,108 | 3,672,048 | |
FRANCO NEV CORP COMposition key pos:11326 · issuer key iss:960 | trim | +$12.7M | −3,437 | $70.7M | $83.4M | 341,137 | 337,700 | |
TOWER SEMICONDUCTOR LTD SHS NEWposition key pos:11104 · issuer key iss:2689 | trim | +$27.3M | −488 | $55.4M | $82.7M | 471,954 | 471,466 | |
ENPHASE ENERGY INC COMposition key pos:13309 · issuer key iss:824 | add | +$80.1M | +2,113,519 | $1.1M | $81.2M | 32,872 | 2,146,391 | |
SPHERE ENTERTAINMENT CO CL Aposition key pos:11419 · issuer key iss:1406 | add | +$12.6M | +311 | $53.4M | $65.9M | 561,146 | 561,457 | |
FIGURE TECHNOLOGY SOLUTIO COM CL Aposition key pos:17388 · issuer key iss:942 | trim | −$16.3M | −74,492 | $81.9M | $65.5M | 2,005,143 | 1,930,651 | |
SIRIUSPOINT LTD COMposition key pos:17758 · issuer key iss:2619 | trim | −$8.7M | −348,073 | $72.1M | $63.5M | 3,293,875 | 2,945,802 | |
ARM HOLDINGS PLC SPONSORED ADSposition key pos:11356 · issuer key iss:245 | add | +$21.7M | +41,528 | $40.1M | $61.8M | 366,729 | 408,257 | |
LPL FINL HLDGS INC COMposition key pos:16526 · issuer key iss:1315 | trim | −$34.0M | −64,344 | $92.5M | $58.6M | 259,070 | 194,726 | |
POOL CORP COMposition key pos:12554 · issuer key iss:1737 | add | −$7.2M | +1,093 | $64.2M | $57.0M | 280,857 | 281,950 | |
CBOE GLOBAL MKTS INC COMposition key pos:12031 · issuer key iss:466 | trim | +$5.0M | −4,362 | $52.0M | $57.0M | 207,302 | 202,940 | |
SPOTIFY TECHNOLOGY S A SHSposition key pos:12641 · issuer key iss:2676 | trim | −$18.5M | −12,401 | $75.4M | $57.0M | 129,883 | 117,482 | |
AIRBNB INC COM CL Aposition key pos:12838 · issuer key iss:102 | trim | −$5.1M | −7,874 | $58.7M | $53.6M | 432,553 | 424,679 | |
RIVIAN AUTOMOTIVE INC COM CL Aposition key pos:14857 · issuer key iss:1851 | trim | −$17.6M | −54,375 | $71.0M | $53.4M | 3,601,956 | 3,547,581 | |
BOOT BARN HLDGS INC COMposition key pos:11716 · issuer key iss:415 | trim | −$12.3M | −10,159 | $63.2M | $50.9M | 357,946 | 347,787 | |
REDDIT INC CL Aposition key pos:11728 · issuer key iss:1821 | trim | −$43.9M | −35,353 | $94.6M | $50.7M | 411,542 | 376,189 | |
DUOLINGO INC CL A COMposition key pos:15843 · issuer key iss:770 | add | −$38.7M | +2,419 | $88.8M | $50.1M | 506,131 | 508,550 | |
ACCELERANT HOLDINGS CL Aposition key pos:11094 · issuer key iss:2415 | add | −$10.5M | +40,286 | $60.5M | $50.0M | 3,703,078 | 3,743,364 | |
MDA SPACE LTD COMposition key pos:11873 · issuer key iss:1389 | new | +$48.9M | +1,932,161 | $0 | $48.9M | — | 1,932,161 | |
FRESHPET INC COMposition key pos:11169 · issuer key iss:964 | trim | −$16.6M | −246,574 | $64.3M | $47.7M | 1,055,140 | 808,566 | |
NLIGHT INC COMposition key pos:12787 · issuer key iss:1574 | new | +$44.8M | +786,285 | $0 | $44.8M | — | 786,285 | |
AFFIRM HLDGS INC COM CL Aposition key pos:11226 · issuer key iss:91 | add | −$27.0M | +5,096 | $70.9M | $43.9M | 952,909 | 958,005 | |
TAMBORAN RES CORP COMposition key sid:sec:prov:f628d442eb402b98a0887c69515d3462 · issuer key cusip6:87507T | add | +$20.4M | +46,415 | $21.6M | $42.0M | 794,648 | 841,063 | |
FTAI AVIATION LTD SHSposition key pos:16242 · issuer key iss:2512 | trim | +$5.0M | −16,500 | $37.0M | $42.0M | 188,013 | 171,513 | |
APPFOLIO INC COM CL Aposition key pos:14520 · issuer key iss:220 | trim | −$55.7M | −154,101 | $97.6M | $41.9M | 419,431 | 265,330 | |
MARTIN MARIETTA MATLS INC COMposition key pos:14465 · issuer key iss:1428 | trim | −$8.2M | −9,380 | $48.9M | $40.7M | 78,553 | 69,173 | |
PALANTIR TECHNOLOGIES INC CL Aposition key pos:13311 · issuer key iss:1668 | add | −$2.7M | +33,604 | $43.0M | $40.3M | 241,719 | 275,323 | |
HUBSPOT INC COMposition key pos:15184 · issuer key iss:1134 | trim | −$27.1M | −4,120 | $66.6M | $39.5M | 165,938 | 161,818 | |
LIVE OAK BANCSHARES INC COMposition key sid:sec:prov:a549b22b31d274b0a27750825363c80a · issuer key cusip6:53803X | new | +$39.5M | +1,193,114 | $0 | $39.5M | — | 1,193,114 | |
APPLIED OPTOELECTRONICS INC COMposition key pos:18677 · issuer key iss:227 | trim | +$22.0M | −19,640 | $16.6M | $38.5M | 475,015 | 455,375 | |
TALEN ENERGY CORP COMposition key pos:16855 · issuer key iss:2082 | trim | −$7.9M | −3,340 | $46.3M | $38.4M | 123,521 | 120,181 | |
CALIX INC COMposition key pos:16549 · issuer key iss:500 | trim | −$8.8M | −108,835 | $47.0M | $38.2M | 887,927 | 779,092 | |
SERVICETITAN INC SHS CL Aposition key pos:15491 · issuer key iss:1959 | trim | −$25.9M | −3,004 | $63.7M | $37.7M | 597,669 | 594,665 | |
XOMETRY INC CLASS A COMposition key sid:sec:prov:e2e110d836d8ffc2e5f76e7fa0612596 · issuer key cusip6:98423F | trim | −$23.2M | −100,874 | $60.8M | $37.6M | 1,022,055 | 921,181 | |
GRUPO AEROMEXICO SAB DE CV SPONSORED ADSposition key sid:sec:prov:3c23807753533cb6de177ae24d74ffc3 · issuer key cusip6:40054J | trim | −$24.6M | −239,182 | $58.8M | $34.2M | 2,676,925 | 2,437,743 | |
GE AEROSPACE COM NEWposition key pos:13359 · issuer key iss:997 | trim | −$8.3M | −17,652 | $41.4M | $33.1M | 134,272 | 116,620 | |
ALIGNMENT HEALTHCARE INC COMposition key pos:13470 · issuer key iss:135 | trim | −$4.4M | −23,448 | $36.7M | $32.3M | 1,857,139 | 1,833,691 | |
SITEONE LANDSCAPE SUPPLY INC COMposition key pos:15324 · issuer key iss:1982 | trim | −$3.5M | −44,442 | $35.5M | $32.0M | 284,842 | 240,400 | |
SPROUTS FMRS MKT INC COMposition key pos:17753 · issuer key iss:2028 | trim | −$9.3M | −104,088 | $40.7M | $31.4M | 511,346 | 407,258 | |
BRIDGEBIO PHARMA INC COMposition key pos:15468 · issuer key iss:427 | trim | −$3.8M | −37,652 | $35.0M | $31.2M | 457,977 | 420,325 | |
PORCH GROUP INC COMposition key pos:11283 · issuer key iss:1740 | trim | −$9.8M | −172,456 | $39.7M | $29.9M | 4,347,373 | 4,174,917 | |
TEXAS ROADHOUSE INC COMposition key pos:16773 · issuer key iss:2127 | trim | −$513K | −2,156 | $30.3M | $29.8M | 182,324 | 180,168 | |
INTL GNRL INSURANCE HLDNGS L SHSposition key sid:sec:prov:4f253497abdacea8b56c1e0a0392eb84 · issuer key cusip6:G4809J | trim | −$1.2M | −6,331 | $30.6M | $29.4M | 1,220,116 | 1,213,785 | |
MICROSOFT CORP COMposition key pos:12680 · issuer key iss:1473 | trim | −$49.9M | −84,909 | $78.7M | $28.8M | 162,696 | 77,787 | |
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADSposition key pos:18380 · issuer key iss:2080 | add | +$7.4M | +15,421 | $19.5M | $26.9M | 64,104 | 79,525 | |
ROKU INC COM CL Aposition key pos:18926 · issuer key iss:1865 | trim | −$26.4M | −208,962 | $52.2M | $25.8M | 481,299 | 272,337 | |
LOAR HOLDINGS INC COM SHSposition key pos:12868 · issuer key iss:1367 | trim | −$6.5M | −26,001 | $31.7M | $25.3M | 466,869 | 440,868 | |
TRANSDIGM GROUP INC COMposition key pos:15050 · issuer key iss:2151 | trim | −$9.1M | −4,054 | $34.0M | $24.9M | 25,535 | 21,481 | |
VIA TRANSN INC COM CL Aposition key sid:sec:prov:f0ecd53b269743da326ee76445daef54 · issuer key cusip6:92556W | add | −$12.8M | +301,742 | $35.9M | $23.1M | 1,237,829 | 1,539,571 | |
SOLARIS ENERGY INFRAS INC COM CL Aposition key sid:sec:prov:ff305e5d71d778fecd58cf4c7769a673 · issuer key cusip6:83418M | add | +$11.8M | +163,978 | $11.2M | $23.1M | 244,045 | 408,023 | |
INTEL CORP COMposition key pos:19062 · issuer key iss:1193 | new | +$23.0M | +521,122 | $0 | $23.0M | — | 521,122 | |
CITIGROUP INC COM NEWposition key pos:16056 · issuer key iss:590 | trim | −$2.9M | −19,794 | $24.9M | $22.0M | 213,530 | 193,736 | |
CYTOKINETICS INC COM NEWposition key pos:13331 · issuer key iss:700 | trim | −$2.7M | −54,831 | $24.5M | $21.8M | 385,820 | 330,989 | |
OPTION CARE HEALTH INC COM NEWposition key pos:18824 · issuer key iss:1632 | trim | −$4.2M | −7,466 | $25.8M | $21.6M | 808,608 | 801,142 | |
APPLE INC COMposition key pos:14088 · issuer key iss:219 | add | +$10.1M | +42,297 | $10.0M | $20.1M | 36,743 | 79,040 | |
KYMERA THERAPEUTICS INC COMposition key pos:13465 · issuer key iss:1310 | trim | +$941K | −4,483 | $18.7M | $19.6M | 239,916 | 235,433 | |
NEKTAR THERAPEUTICS COM NEWposition key sid:sec:prov:8689270ade82a464b05b5b23e79f9006 · issuer key cusip6:640268 | add | +$10.7M | +63,456 | $8.8M | $19.6M | 208,302 | 271,758 | |
TEMPUS AI INC CL Aposition key pos:13648 · issuer key iss:2103 | trim | −$16.7M | −192,226 | $34.1M | $17.4M | 576,774 | 384,548 | |
CORNING INC COMposition key pos:17341 · issuer key iss:662 | add | +$15.4M | +107,258 | $1.5M | $17.0M | 17,682 | 124,940 | |
AEHR TEST SYS COMposition key pos:13404 · issuer key iss:79 | add | +$10.1M | +126,348 | $6.4M | $16.5M | 317,948 | 444,296 | |
GLAUKOS CORP COMposition key pos:16702 · issuer key iss:1012 | trim | −$977K | −1,545 | $17.4M | $16.5M | 154,442 | 152,897 | |
WOODWARD INC COMposition key pos:15398 · issuer key iss:2353 | trim | +$2.3M | −693 | $14.1M | $16.4M | 46,512 | 45,819 | |
BERKLEY W R CORP COMposition key pos:11446 · issuer key iss:359 | trim | −$1.0M | −1,525 | $17.0M | $15.9M | 241,764 | 240,239 | |
MADRIGAL PHARMACEUTICALS INC COMposition key pos:15238 · issuer key iss:1407 | trim | −$4.1M | −4,077 | $19.5M | $15.4M | 33,468 | 29,391 | |
MAGNOLIA OIL & GAS CORP CL Aposition key pos:17971 · issuer key iss:1411 | trim | +$1.0M | −167,422 | $14.3M | $15.4M | 653,948 | 486,526 | |
ESTABLISHMENT LABS HLDGS INC COMposition key sid:sec:prov:7bf59fd7aeffb1ecf2ffdacd97c7e39d · issuer key cusip6:G31249 | add | +$2.8M | +97,776 | $12.4M | $15.2M | 170,757 | 268,533 | |
GE VERNOVA INC COMposition key pos:18297 · issuer key iss:993 | trim | −$2.8M | −9,865 | $17.2M | $14.4M | 26,352 | 16,487 | |
KRATOS DEFENSE & SEC SOLUTIO COM NEWposition key pos:13587 · issuer key iss:1303 | trim | −$6.4M | −69,776 | $20.5M | $14.1M | 269,793 | 200,017 | |
MASTERCARD INCORPORATED CL Aposition key pos:15086 · issuer key iss:1433 | trim | −$4.1M | −3,781 | $18.0M | $13.9M | 31,513 | 27,732 |
80 more changes below.
1–100 of 281 changes
Mark-to-market only (no share change) · 4
Positions whose share count is identical in both quarters; the value changed with price, not with a decision.
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
CARVANA CO CL Aposition key pos:16852 · issuer key iss:532 | no change | −$216K | 0 | $846K | $630K | 2,004 | 2,004 | |
FERGUSON ENTERPRISES INC COMMON STOCK NEWposition key pos:18814 · issuer key iss:904 | no change | +$22.8K | 0 | $478K | $501K | 2,147 | 2,147 | |
GARRETT MOTION INC COMposition key pos:14581 · issuer key iss:990 | no change | +$18.6K | 0 | $439K | $458K | 25,201 | 25,201 | |
UMH PPTYS INC COMposition key sid:sec:prov:2df13ea4c43a1bc8ae02846fccbaf1f7 · issuer key cusip6:903002 | no change | −$22.3K | 0 | $240K | $218K | 15,074 | 15,074 |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗
Book shape
2026-03-31 · concentration · vs tracked median · tick = median- Top-25 concentration
- 54.8%below median 80.0%
- Concentration index
- 184 bpsbelow median 446 bps
- Positions with value
- 252 / 252median book 97.5 positions
Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.
null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 54.8% · HHI (bps) ·§: 184integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 285
Filing history
AVAILABLE QUARTERS| Period | Source |
|---|---|
| 2026-03-31 | EDGAR ↗ |
PLANNED sector rotation · Congress overlap · signals for this filer
Complete source filings on SEC EDGAR
The complete filing on EDGAR.
The position list above is served from the published Public Filings build — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.
Open GILDER GAGNON HOWE & CO LLC's 13F filings on SEC EDGAR ↗Notes on this data
Share changes
Compare consecutive quarters
Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.
Coverage
A snapshot, not current holdings
Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.
ViewPrior quarter not yet availableThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Reported positions — 2026-03-31
1–100 of 250 issuers · $8.3B disclosed value over 252 rows · 0 undisclosed-value rowsEvery row below carries ticker not yet mapped — stated once here rather than repeated on every row.
| KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters. | TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | Issuera position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | WeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Position changeShare change is available in the separate comparison view; it is not joined into this position list. | Wt | CongressThe congressional transaction join is unavailable in this build. |
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| — | NVDAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NVIDIA CORPORATION NVIDIA CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $442M | 2,532,418 | — | 5.3% | — | |
| — | NFLXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NETFLIX INC. NETFLIX INC. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $403M | 4,191,843 | — | 4.8% | — | |
| — | NETverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CLOUDFLARE INC CLOUDFLARE INC · CL A COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $367M | 1,778,168 | — | 4.4% | — | |
| — | AMZNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMAZON COM INC AMAZON COM INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $365M | 1,751,990 | — | 4.4% | — | |
| — | GOOGLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) GOOGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALPHABET INC | $258M | 898,540 | — | 3.1% | — | |
| — | SHOPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SHOPIFY INC SHOPIFY INC · CL A SUB VTG SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $256M | 2,154,743 | — | 3.1% | — | |
| — | TSLAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TESLA INC TESLA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $230M | 619,700 | — | 2.8% | — | |
| — | METAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | META PLATFORMS INC META PLATFORMS INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $225M | 394,067 | — | 2.7% | — | |
| — | ISRGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $207M | 449,557 | — | 2.5% | — | |
| — | PWRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | QUANTA SVCS INC QUANTA SVCS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $205M | 373,698 | — | 2.5% | — | |
| — | NTRAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NATERA INC NATERA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $151M | 755,275 | — | 1.8% | — | |
| — | ECHOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ECHOSTAR CORP ECHOSTAR CORP · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $137M | 1,173,977 | — | 1.6% | — | |
| — | MUverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $130M | 385,605 | — | 1.6% | — | |
| — | EMBJverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EMBRAER S.A. EMBRAER S.A. · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $126M | 2,119,373 | — | 1.5% | — | |
| — | QXOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | QXO INC QXO INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $116M | 5,988,681 | — | 1.4% | — | |
| — | TKOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TKO GROUP HOLDINGS INC TKO GROUP HOLDINGS INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $114M | 564,911 | — | 1.4% | — | |
| — | NYTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NEW YORK TIMES CO MTN BE NEW YORK TIMES CO MTN BE · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $114M | 1,356,477 | — | 1.4% | — | |
| — | SITMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SITIME CORP SITIME CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $113M | 326,068 | — | 1.4% | — | |
| — | TOSTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TOAST INC TOAST INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $108M | 4,069,162 | — | 1.3% | — | |
| — | SHAKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SHAKE SHACK INC SHAKE SHACK INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $102M | 1,155,577 | — | 1.2% | — | |
| — | — | ARCUTIS BIOTHERAPEUTICS INC ARCUTIS BIOTHERAPEUTICS INC · COM CUSIP 03969K108 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $101M | 4,304,010 | — | 1.2% | — | |
| — | SNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SHARKNINJA INC SHARKNINJA INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $101M | 957,107 | — | 1.2% | — | |
| — | HOODverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ROBINHOOD MKTS INC ROBINHOOD MKTS INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $100M | 1,447,235 | — | 1.2% | — | |
| — | NBISverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NEBIUS GROUP N.V. NEBIUS GROUP N.V. · SHS CLASS A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $98.7M | 951,093 | — | 1.2% | — | |
| — | ANETverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ARISTA NETWORKS INC ARISTA NETWORKS INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $97.9M | 797,221 | — | 1.2% | — | |
| — | MELIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MERCADOLIBRE INC MERCADOLIBRE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $96.1M | 55,552 | — | 1.2% | — | |
| — | RBLXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ROBLOX CORP ROBLOX CORP · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $95.1M | 1,680,558 | — | 1.1% | — | |
| — | ESLTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ELBIT SYS LTD ELBIT SYS LTD · ORD CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $94.8M | 111,684 | — | 1.1% | — | |
| — | ALNYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALNYLAM PHARMACEUTICALS INC ALNYLAM PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $92.7M | 280,092 | — | 1.1% | — | |
| — | TBBBverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BBB FOODS INC BBB FOODS INC · CL A COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $90.3M | 2,554,224 | — | 1.1% | — | |
| — | GAPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GAP INC GAP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $88.9M | 3,672,048 | — | 1.1% | — | |
| — | FNVverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FRANCO NEV CORP FRANCO NEV CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $83.4M | 337,700 | — | 1.0% | — | |
| — | TSEMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TOWER SEMICONDUCTOR LTD TOWER SEMICONDUCTOR LTD · SHS NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $82.7M | 471,466 | — | 1.0% | — | |
| — | ENPHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ENPHASE ENERGY INC ENPHASE ENERGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $81.2M | 2,146,391 | — | 1.0% | — | |
| — | SPHRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SPHERE ENTERTAINMENT CO SPHERE ENTERTAINMENT CO · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $65.9M | 561,457 | — | 0.8% | — | |
| — | FIGRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FIGURE TECHNOLOGY SOLUTIO FIGURE TECHNOLOGY SOLUTIO · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $65.5M | 1,930,651 | — | 0.8% | — | |
| — | SPNTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SIRIUSPOINT LTD SIRIUSPOINT LTD · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $63.5M | 2,945,802 | — | 0.8% | — | |
| — | ARMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ARM HOLDINGS PLC ARM HOLDINGS PLC · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $61.8M | 408,257 | — | 0.7% | — | |
| — | LPLAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LPL FINL HLDGS INC LPL FINL HLDGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $58.6M | 194,726 | — | 0.7% | — | |
| — | POOLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | POOL CORP POOL CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $57.0M | 281,950 | — | 0.7% | — | |
| — | CBOEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CBOE GLOBAL MKTS INC CBOE GLOBAL MKTS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $57.0M | 202,940 | — | 0.7% | — | |
| — | SPOTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $57.0M | 117,482 | — | 0.7% | — | |
| — | ABNBverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AIRBNB INC AIRBNB INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $53.6M | 424,679 | — | 0.6% | — | |
| — | RIVNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $53.4M | 3,547,581 | — | 0.6% | — | |
| — | BOOTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BOOT BARN HLDGS INC BOOT BARN HLDGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $50.9M | 347,787 | — | 0.6% | — | |
| — | RDDTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | REDDIT INC REDDIT INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $50.7M | 376,189 | — | 0.6% | — | |
| — | DUOLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DUOLINGO INC DUOLINGO INC · CL A COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $50.1M | 508,550 | — | 0.6% | — | |
| — | ARXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ACCELERANT HOLDINGS ACCELERANT HOLDINGS · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $50.0M | 3,743,364 | — | 0.6% | — | |
| — | MDAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MDA SPACE LTD MDA SPACE LTD · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $48.9M | 1,932,161 | — | 0.6% | — | |
| — | FRPTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FRESHPET INC FRESHPET INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $47.7M | 808,566 | — | 0.6% | — | |
| — | LASRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NLIGHT INC NLIGHT INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $44.8M | 786,285 | — | 0.5% | — | |
| — | AFRMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AFFIRM HLDGS INC AFFIRM HLDGS INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $43.9M | 958,005 | — | 0.5% | — | |
| — | — | TAMBORAN RES CORP TAMBORAN RES CORP · COM CUSIP 87507T101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $42.0M | 841,063 | — | 0.5% | — | |
| — | FTAIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FTAI AVIATION LTD FTAI AVIATION LTD · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $42.0M | 171,513 | — | 0.5% | — | |
| — | APPFverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | APPFOLIO INC APPFOLIO INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $41.9M | 265,330 | — | 0.5% | — | |
| — | MLMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MARTIN MARIETTA MATLS INC MARTIN MARIETTA MATLS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $40.7M | 69,173 | — | 0.5% | — | |
| — | PLTRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $40.3M | 275,323 | — | 0.5% | — | |
| — | HUBSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HUBSPOT INC HUBSPOT INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $39.5M | 161,818 | — | 0.5% | — | |
| — | — | LIVE OAK BANCSHARES INC LIVE OAK BANCSHARES INC · COM CUSIP 53803X105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $39.5M | 1,193,114 | — | 0.5% | — | |
| — | AAOIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | APPLIED OPTOELECTRONICS INC APPLIED OPTOELECTRONICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $38.5M | 455,375 | — | 0.5% | — | |
| — | TLNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TALEN ENERGY CORP TALEN ENERGY CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $38.4M | 120,181 | — | 0.5% | — | |
| — | CALXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CALIX INC CALIX INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $38.2M | 779,092 | — | 0.5% | — | |
| — | TTANverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SERVICETITAN INC SERVICETITAN INC · SHS CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $37.7M | 594,665 | — | 0.5% | — | |
| — | — | XOMETRY INC XOMETRY INC · CLASS A COM CUSIP 98423F109 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $37.6M | 921,181 | — | 0.5% | — | |
| — | — | GRUPO AEROMEXICO SAB DE CV GRUPO AEROMEXICO SAB DE CV · SPONSORED ADS CUSIP 40054J109 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $34.2M | 2,437,743 | — | 0.4% | — | |
| — | GEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GE AEROSPACE GE AEROSPACE · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $33.1M | 116,620 | — | 0.4% | — | |
| — | — | ALIGNMENT HEALTHCARE INC ALIGNMENT HEALTHCARE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $32.3M | 1,833,691 | — | 0.4% | — | |
| — | SITEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SITEONE LANDSCAPE SUPPLY INC SITEONE LANDSCAPE SUPPLY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $32.0M | 240,400 | — | 0.4% | — | |
| — | SFMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SPROUTS FMRS MKT INC SPROUTS FMRS MKT INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $31.4M | 407,258 | — | 0.4% | — | |
| — | BBIOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $31.2M | 420,325 | — | 0.4% | — | |
| — | PRCHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PORCH GROUP INC PORCH GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $29.9M | 4,174,917 | — | 0.4% | — | |
| — | TXRHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TEXAS ROADHOUSE INC TEXAS ROADHOUSE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $29.8M | 180,168 | — | 0.4% | — | |
| — | — | INTL GNRL INSURANCE HLDNGS L INTL GNRL INSURANCE HLDNGS L · SHS CUSIP G4809J106 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $29.4M | 1,213,785 | — | 0.4% | — | |
| — | MSFTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MICROSOFT CORP MICROSOFT CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $28.8M | 77,787 | — | 0.3% | — | |
| — | TSMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TAIWAN SEMICONDUCTOR MANUFAC TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $26.9M | 79,525 | — | 0.3% | — | |
| — | ROKUverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ROKU INC ROKU INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $25.8M | 272,337 | — | 0.3% | — | |
| — | LOARverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LOAR HOLDINGS INC LOAR HOLDINGS INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $25.3M | 440,868 | — | 0.3% | — | |
| — | TDGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TRANSDIGM GROUP INC TRANSDIGM GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $24.9M | 21,481 | — | 0.3% | — | |
| — | — | VIA TRANSN INC VIA TRANSN INC · COM CL A CUSIP 92556W104 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $23.1M | 1,539,571 | — | 0.3% | — | |
| — | — | SOLARIS ENERGY INFRAS INC SOLARIS ENERGY INFRAS INC · COM CL A CUSIP 83418M103 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $23.1M | 408,023 | — | 0.3% | — | |
| — | INTCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INTEL CORP INTEL CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $23.0M | 521,122 | — | 0.3% | — | |
| — | Cverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CITIGROUP INC CITIGROUP INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $22.0M | 193,736 | — | 0.3% | — | |
| — | CYTKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CYTOKINETICS INC CYTOKINETICS INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $21.8M | 330,989 | — | 0.3% | — | |
| — | OPCHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | OPTION CARE HEALTH INC OPTION CARE HEALTH INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $21.6M | 801,142 | — | 0.3% | — | |
| — | AAPLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | APPLE INC APPLE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $20.1M | 79,040 | — | 0.2% | — | |
| — | KYMRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | KYMERA THERAPEUTICS INC KYMERA THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $19.6M | 235,433 | — | 0.2% | — | |
| — | — | NEKTAR THERAPEUTICS NEKTAR THERAPEUTICS · COM NEW CUSIP 640268306 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $19.6M | 271,758 | — | 0.2% | — | |
| — | TEMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TEMPUS AI INC TEMPUS AI INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $17.4M | 384,548 | — | 0.2% | — | |
| — | GLWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CORNING INC CORNING INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $17.0M | 124,940 | — | 0.2% | — | |
| — | AEHRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AEHR TEST SYS AEHR TEST SYS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $16.5M | 444,296 | — | 0.2% | — | |
| — | GKOSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GLAUKOS CORP GLAUKOS CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $16.5M | 152,897 | — | 0.2% | — | |
| — | WWDverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WOODWARD INC WOODWARD INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $16.4M | 45,819 | — | 0.2% | — | |
| — | WRBverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BERKLEY W R CORP BERKLEY W R CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $15.9M | 240,239 | — | 0.2% | — | |
| — | MDGLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MADRIGAL PHARMACEUTICALS INC MADRIGAL PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $15.4M | 29,391 | — | 0.2% | — | |
| — | MGYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MAGNOLIA OIL & GAS CORP MAGNOLIA OIL & GAS CORP · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $15.4M | 486,526 | — | 0.2% | — | |
| — | — | ESTABLISHMENT LABS HLDGS INC ESTABLISHMENT LABS HLDGS INC · COM CUSIP G31249108 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $15.2M | 268,533 | — | 0.2% | — | |
| — | GEVverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GE VERNOVA INC GE VERNOVA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $14.4M | 16,487 | — | 0.2% | — | |
| — | KTOSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | KRATOS DEFENSE & SEC SOLUTIO KRATOS DEFENSE & SEC SOLUTIO · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $14.1M | 200,017 | — | 0.2% | — | |
| — | MAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MASTERCARD INCORPORATED MASTERCARD INCORPORATED · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.9M | 27,732 | — | 0.2% | — | |
| — | FIGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FIGMA INC FIGMA INC · CLASS A COM STK CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.8M | 651,597 | — | 0.2% | — |
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every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.
Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).