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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

GILDER GAGNON HOWE & CO LLC

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003286

Total Value
$9.42B
Positions
238
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (238)

#IssuerTicker / CUSIPSharesValue% of Filing
1NETFLIX INCNFLX470,980$630.7M6.70%
2NVIDIA CORPORATIONNVDA2,763,702$436.6M4.64%
3AMAZON COM INCAMZN1,865,757$409.3M4.35%
4CLOUDFLARE INCNET1,955,859$383.0M4.07%
5META PLATFORMS INCMETA440,837$325.4M3.45%
6SHOPIFY INCSHOP2,390,749$275.8M2.93%
7INTUITIVE SURGICAL INCISRG492,476$267.6M2.84%
8DUOLINGO INCDUOL592,717$243.0M2.58%
9TESLA INCTSLA760,459$241.6M2.56%
10SHAKE SHACK INCSHAK1,419,295$199.6M2.12%
11TOAST INCTOST4,376,607$193.8M2.06%
12ROBLOX CORPRBLX1,736,140$182.6M1.94%
13NATERA INCNTRA1,037,390$175.3M1.86%
14QUANTA SVCS INC74762E102400,260$151.3M1.61%
15MERCADOLIBRE INCMELI56,515$147.7M1.57%
16EMBRAER S.A.EMBJ2,579,572$146.8M1.56%
17TKO GROUP HOLDINGS INCTKO722,602$131.5M1.40%
18APPFOLIO INCAPPF525,334$121.0M1.28%
19BOSTON SCIENTIFIC CORPBSX1,125,253$120.9M1.28%
20QXO INCQXO-PB5,226,993$112.6M1.20%
21SPOTIFY TECHNOLOGY S ASPOT145,020$111.3M1.18%
22ALNYLAM PHARMACEUTICALS INCALNY337,088$109.9M1.17%
23OSCAR HEALTH INCOSCR4,909,743$105.3M1.12%
24LPL FINL HLDGS INC50212V100270,527$101.4M1.08%
25HUBSPOT INCHUBS175,906$97.9M1.04%
26AFFIRM HLDGS INCAFRM1,335,496$92.3M0.98%
27NEW YORK TIMES CONYT1,615,154$90.4M0.96%
28ARISTA NETWORKS INCANET883,309$90.4M0.96%
29FRESHPET INCFRPT1,319,639$89.7M0.95%
30SHARKNINJA INCSN900,661$89.2M0.95%
31SPROUTS FMRS MKT INC85208M102540,873$89.0M0.95%
32ALPHABET INCGOOG502,818$88.6M0.94%
33MICROSOFT CORPMSFT176,805$87.9M0.93%
34SITIME CORPSITM394,085$84.0M0.89%
35GAP INCGAP3,780,187$82.4M0.88%
36POOL CORPPOOL281,349$82.0M0.87%
37PALANTIR TECHNOLOGIES INCPLTR579,512$79.0M0.84%
38BBB FOODS INCTBBB2,838,869$78.8M0.84%
39ROKU INCROKU870,161$76.5M0.81%
40PROCORE TECHNOLOGIES INCPCOR1,095,995$75.0M0.80%
41GLAUKOS CORPGKOS700,634$72.4M0.77%
42ALPHABET INCGOOG406,933$72.2M0.77%
43BIONTECH SEBNTX667,635$71.1M0.75%
44BOOT BARN HLDGS INCBOOT456,256$69.4M0.74%
45SIRIUSPOINT LTDSPNT3,388,934$69.1M0.73%
46SERVICETITAN INCTTAN616,908$66.1M0.70%
47MICRON TECHNOLOGY INCMU517,024$63.7M0.68%
48AIRBNB INCABNB454,089$60.1M0.64%
49KNIFE RIVER CORPKNF714,485$58.3M0.62%
50ARCUTIS BIOTHERAPEUTICS INCARQT4,155,763$58.3M0.62%
51FRANCO NEV CORPFNV350,236$57.4M0.61%
52ARM HOLDINGS PLC042068205347,089$56.1M0.60%
53CBOE GLOBAL MKTS INC12503M108226,847$52.9M0.56%
54ELBIT SYS LTDESLT111,859$50.3M0.53%
55RIVIAN AUTOMOTIVE INCRIVN3,642,756$50.1M0.53%
56NEBIUS GROUP N.V.NBIS891,693$49.3M0.52%
57CALIX INCCALX913,698$48.6M0.52%
58TALEN ENERGY CORPTLN163,395$47.5M0.50%
59CROWDSTRIKE HLDGS INCCRWD88,090$44.9M0.48%
60MARTIN MARIETTA MATLS INC57328410679,575$43.7M0.46%
61FLOOR & DECOR HLDGS INCFND568,823$43.2M0.46%
62LOAR HOLDINGS INCLOAR473,940$40.8M0.43%
63FERRARI N VRACE78,648$38.6M0.41%
64CIRCLE INTERNET GROUP INCCRCL206,105$37.4M0.40%
65WARBY PARKER INCWRBY1,687,029$37.0M0.39%
66BLOCK INCBSQKZ540,724$36.7M0.39%
67ICICI BANK LIMITEDIBN1,055,350$35.5M0.38%
68FIRST WATCH RESTAURANT GROUPFWRG2,190,092$35.1M0.37%
69VERONA PHARMA PLC925050106365,258$34.5M0.37%
70GE AEROSPACE369604301122,697$31.6M0.34%
71ROBINHOOD MKTS INC770700102326,112$30.5M0.32%
72CHART INDS INC16115Q308183,321$30.2M0.32%
73INTL GNRL INSURANCE HLDNGS LG4809J1061,243,035$29.9M0.32%
74DICKS SPORTING GOODS INC253393102150,549$29.8M0.32%
75SITEONE LANDSCAPE SUPPLY INCSITE243,349$29.4M0.31%
76XOMETRY INCXMTR859,808$29.1M0.31%
77PORCH GROUP INCPRCH2,459,623$29.0M0.31%
78TWILIO INCTWLO231,488$28.8M0.31%
79HDFC BANK LTDHDB357,062$27.4M0.29%
80OPTION CARE HEALTH INCOPCH828,583$26.9M0.29%
81TEMPUS AI INCTEM413,081$26.2M0.28%
82TEXAS ROADHOUSE INCTXRH137,647$25.8M0.27%
83VITA COCO CO INCCOCO641,007$23.1M0.25%
84MONGODB INCMDB107,094$22.5M0.24%
85CHUBB LIMITEDCB74,815$21.7M0.23%
86FTAI AVIATION LTDFTAIN175,068$20.1M0.21%
87BRIDGEBIO PHARMA INCBBIO465,401$20.1M0.21%
88SNOWFLAKE INCSNOW89,462$20.0M0.21%
89COSTAR GROUP INCCSGP245,432$19.7M0.21%
90MASTERCARD INCORPORATEDMA35,100$19.7M0.21%
91TRANSDIGM GROUP INCTDG12,834$19.5M0.21%
92BERKLEY W R CORPWRB-PH243,316$17.9M0.19%
93SWEETGREEN INCSG1,187,836$17.7M0.19%
94RUBRIK INC.RBRK194,137$17.4M0.18%
95MAGNOLIA OIL & GAS CORPMGY743,357$16.7M0.18%
96UNIVERSAL TECHNICAL INST INCUTI476,483$16.1M0.17%
97TAIWAN SEMICONDUCTOR MFG LTD87403910063,487$14.4M0.15%
98KYMERA THERAPEUTICS INCKYMR329,020$14.4M0.15%
99LIVE NATION ENTERTAINMENT INLYV85,173$12.9M0.14%
100AMERICAN TOWER CORP NEW03027X10057,712$12.8M0.14%
101INSPIRE MED SYS INC45773010991,756$11.9M0.13%
102WOODWARD INCWWD48,054$11.8M0.13%
103ONEWATER MARINE INCONEW862,085$11.5M0.12%
104SERVICENOW INCNOW11,142$11.5M0.12%
105MAG SILVER CORP55903Q104541,248$11.4M0.12%
106ON HLDG AGH5919C104219,699$11.4M0.12%
107DOORDASH INCDASH45,778$11.3M0.12%
108BRIGHTVIEW HLDGS INCBV664,364$11.1M0.12%
109ZILLOW GROUP INCZ157,557$11.0M0.12%
110KRATOS DEFENSE & SEC SOLUTIO50077B207232,608$10.8M0.11%
111MADISON SQUARE GRDN SPRT COR55825T10351,133$10.7M0.11%
112KORNIT DIGITAL LTDKRNT502,461$10.0M0.11%
113LGI HOMES INCLGIH193,780$10.0M0.11%
114HINGE HEALTH INCHNGE185,849$9.6M0.10%
115MADRIGAL PHARMACEUTICALS INCMDGL31,553$9.5M0.10%
116ALAMOS GOLD INC NEWAGI328,281$8.7M0.09%
117TWFG INCTWFG240,356$8.4M0.09%
118SUNCOR ENERGY INC NEWSU216,114$8.1M0.09%
119LIBERTY MEDIA CORP DELFWONB77,347$8.1M0.09%
120COSTCO WHSL CORP NEW22160K1057,921$7.8M0.08%
121GE VERNOVA INCGEV14,782$7.8M0.08%
122APPLE INCAAPL37,880$7.8M0.08%
123HEICO CORP NEWHEI-A29,291$7.6M0.08%
124SHERWIN WILLIAMS COSHW21,924$7.5M0.08%
125SOLARIS ENERGY INFRAS INCSEI266,001$7.5M0.08%
126HIMS & HERS HEALTH INCHIMS150,741$7.5M0.08%
127PENSKE AUTOMOTIVE GRP INC70959W10342,179$7.2M0.08%
128EVOLV TECHNOLOGIES HLDNGS INEVLVW1,128,434$7.0M0.07%
129VULCAN MATLS CO92916010926,040$6.8M0.07%
130MURPHY USA INCMUSA15,561$6.3M0.07%
131CYTOKINETICS INCCYTK191,115$6.3M0.07%
132SKYWARD SPECIALTY INS GROUP830940102108,530$6.3M0.07%
133ROIVANT SCIENCES LTDROIV547,840$6.2M0.07%
134COINBASE GLOBAL INCCOIN17,398$6.1M0.06%
135CONSTELLATION ENERGY CORPCEG18,562$6.0M0.06%
136TRISALUS LIFE SCIENCES INCTLSIW1,092,975$6.0M0.06%
137ELI LILLY & COLLY7,250$5.7M0.06%
138GOLAR LNG LTDGLNG133,897$5.5M0.06%
139CAMPING WORLD HLDGS INCCWH320,073$5.5M0.06%
140WALMART INCWMT56,190$5.5M0.06%
141CHIME FINL INC16935C109158,971$5.5M0.06%
142JPMORGAN CHASE & CO.VYLD17,745$5.1M0.05%
143E L F BEAUTY INCELF39,610$4.9M0.05%
144WHEATON PRECIOUS METALS CORPWPM53,135$4.8M0.05%
145CAVA GROUP INCCAVA56,242$4.7M0.05%
146WILLSCOT HLDGS CORPWSC172,095$4.7M0.05%
147HEICO CORP NEWHEI-A14,355$4.7M0.05%
148TAPESTRY INCTPR52,152$4.6M0.05%
149ENOVIX CORPORATIONENVX438,792$4.5M0.05%
150ULTRAGENYX PHARMACEUTICAL INRARE123,127$4.5M0.05%
151SMITH DOUGLAS HOMES CORPSDHC229,808$4.5M0.05%
152CORE & MAIN INCCNM73,688$4.4M0.05%
153D R HORTON INC23331A10933,608$4.3M0.05%
154MARQETA INCMQ665,107$3.9M0.04%
155BETA BIONICS INCBBNX244,202$3.6M0.04%
156SHIFT4 PMTS INC82452J10934,223$3.4M0.04%
157ECHOSTAR CORPSATS118,624$3.3M0.03%
158LENNAR CORPLEN-B29,300$3.2M0.03%
159CUSTOM TRUCK ONE SOURCE INCCTOS639,788$3.2M0.03%
160TARSUS PHARMACEUTICALS INCTARS77,164$3.1M0.03%
161CIENA CORPCIEN37,716$3.1M0.03%
162ADOBE INCADBE7,781$3.0M0.03%
163NEXTNAV INCNXNVW197,715$3.0M0.03%
164EMCOR GROUP INCEME5,606$3.0M0.03%
165VENTURE GLOBAL INCVG182,632$2.8M0.03%
166GILEAD SCIENCES INCGILD25,428$2.8M0.03%
167IMPINJ INCPI25,217$2.8M0.03%
168WINGSTOP INCWING8,131$2.7M0.03%
169FTAI INFRASTRUCTURE INCFIP440,092$2.7M0.03%
170TG THERAPEUTICS INCTGTX71,310$2.6M0.03%
171NATIONAL VISION HLDGS INCEYE107,598$2.5M0.03%
172CORE NATURAL RESOURCES INCCNR32,707$2.3M0.02%
173RADNET INCRDNT39,562$2.3M0.02%
174GRINDR INCGRND97,903$2.2M0.02%
175BERKSHIRE HATHAWAY INC DELBRK-A4,400$2.1M0.02%
176ARGENX SEARGX3,817$2.1M0.02%
177OREILLY AUTOMOTIVE INC67103H10723,205$2.1M0.02%
178AXON ENTERPRISE INCAXON2,513$2.1M0.02%
179MAMAS CREATIONS INC56146T103246,577$2.0M0.02%
180ALIGNMENT HEALTHCARE INCALHC145,627$2.0M0.02%
181HOWMET AEROSPACE INCHWM9,962$1.9M0.02%
182APPLIED OPTOELECTRONICS INCAAOI70,707$1.8M0.02%
183ALVOTECHALVOW195,345$1.8M0.02%
184DATADOG INCDDOG12,749$1.7M0.02%
185PHILIP MORRIS INTL INC7181721098,789$1.6M0.02%
186SALESFORCE INCCRM5,814$1.6M0.02%
187BILL HOLDINGS INCBILL32,157$1.5M0.02%
188ENPHASE ENERGY INCENPH37,131$1.5M0.02%
189STOKE THERAPEUTICS INCSTOK129,571$1.5M0.02%
190EZCORP INCEZPW105,944$1.5M0.02%
191EXPAND ENERGY CORPORATIONEXE12,154$1.4M0.02%
192SPIRE GLOBAL INCSPIR115,514$1.4M0.01%
193ASANA INCASAN95,238$1.3M0.01%
194ACM RESH INC00108J10949,638$1.3M0.01%
195RED CAT HLDGS INCRCAT160,522$1.2M0.01%
196BWX TECHNOLOGIES INCBWXT8,062$1.2M0.01%
197EVOLUS INCEOLS120,899$1.1M0.01%
198RXSIGHT INCRXST84,047$1.1M0.01%
199PURECYCLE TECHNOLOGIES INCPCTTW79,194$1.1M0.01%
200OMADA HEALTH INCOMDA57,762$1.1M0.01%
201JANUX THERAPEUTICS INCJANX45,411$1.0M0.01%
202NU HLDGS LTDNU73,273$1.0M0.01%
203TRANSMEDICS GROUP INCTMDX6,775$907,9180.01%
204APA CORPORATIONAPA48,549$887,9610.01%
205APPLOVIN CORPAPP2,449$857,3460.01%
206DRAFTKINGS INC NEWDKNG19,063$817,6120.01%
207ROCKET LAB CORPRKLB22,855$817,5230.01%
208ROOT INCROOT6,225$796,6130.01%
209NEKTAR THERAPEUTICSNKTR28,902$746,8280.01%
210CHIPOTLE MEXICAN GRILL INCCMG13,228$742,7520.01%
211ARVINAS INCARVN99,271$730,6350.01%
212I-80 GOLD CORPIAUX-WT1,212,751$725,7100.01%
213CLEAN HARBORS INCCLH2,987$690,5350.01%
214GRAIL INCGRAL12,518$643,6760.01%
215VITAL FARMS INCVITL16,584$638,8160.01%
216CARVANA COCVNA1,846$622,0280.01%
217JOBY AVIATION INCJOBY-WT57,367$605,2220.01%
218CANADIAN PACIFIC KANSAS CITYCP7,153$567,0180.01%
219CORNING INCGLW10,739$564,7640.01%
220VAXCYTE INCPCVX16,285$529,4250.01%
221ZEVIA PBCZVIA156,135$502,7550.01%
222THREDUP INCTDUP63,464$475,3450.01%
223FERGUSON ENTERPRISES INCFERG2,139$465,7670.00%
224AIRO GROUP HLDGS INC00942210618,744$451,1680.00%
225DELCATH SYS INCDCTH33,133$450,6090.00%
226COREWEAVE INCCRWV2,700$440,2620.00%
227LATTICE SEMICONDUCTOR CORPLSCC8,942$438,0690.00%
228LOEWS CORPL4,125$378,0980.00%
229BIRKENSTOCK HOLDING PLCBIRK6,671$328,0800.00%
230PHATHOM PHARMACEUTICALS INCPHAT31,358$300,7230.00%
231CLEAR CHANNEL OUTDOOR HLDGSCCO234,145$273,9500.00%
232GARRETT MOTION INCGTX25,201$264,8630.00%
233SNAP INCSNAP28,872$250,8980.00%
234BARNES & NOBLE ED INCBNED19,685$231,6920.00%
235NEW PAC METALS CORP64782A107171,477$229,7790.00%
236ATEGRITY SPECIALTY IN CO HO04681Y1039,928$213,6510.00%
237ROCKET PHARMACEUTICALS INCRCKTW22,510$55,1500.00%
238VALENS SEMICONDUCTOR LTDVLN-WT13,724$36,0940.00%