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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 Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004939

Total Value
$9.81B
Positions
249
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (249)

#IssuerTicker / CUSIPSharesValue% of Filing
1NETFLIX INCNFLX448,994$538.3M5.48%
2NVIDIA CORPORATIONNVDA2,703,132$504.4M5.14%
3AMAZON COM INCAMZN1,813,827$398.3M4.06%
4CLOUDFLARE INCNET1,836,430$394.1M4.02%
5SHOPIFY INCSHOP2,314,457$344.0M3.50%
6TESLA INCTSLA752,539$334.7M3.41%
7META PLATFORMS INCMETA421,023$309.2M3.15%
8ROBLOX CORPRBLX1,709,516$236.8M2.41%
9INTUITIVE SURGICAL INCISRG480,817$215.0M2.19%
10DUOLINGO INCDUOL572,528$184.3M1.88%
11TOAST INCTOST4,585,760$167.4M1.71%
12QUANTA SVCS INC74762E102395,269$163.8M1.67%
13NATERA INCNTRA958,997$154.4M1.57%
14ALNYLAM PHARMACEUTICALS INCALNY329,321$150.2M1.53%
15TKO GROUP HOLDINGS INCTKO712,818$144.0M1.47%
16EMBRAER S.A.EMBJ2,374,954$143.6M1.46%
17APPFOLIO INCAPPF517,750$142.7M1.45%
18MERCADOLIBRE INCMELI55,282$129.2M1.32%
19ARISTA NETWORKS INCANET842,028$122.7M1.25%
20SHAKE SHACK INCSHAK1,306,324$122.3M1.25%
21ALPHABET INCGOOG493,071$119.9M1.22%
22FIGURE TECHNOLOGY SOLUTIOFGRS3,272,349$119.0M1.21%
23NEBIUS GROUP N.V.NBIS1,049,218$117.8M1.20%
24SITIME CORPSITM385,313$116.1M1.18%
25QXO INCQXO-PB5,788,385$110.3M1.12%
26BOSTON SCIENTIFIC CORPBSX1,103,325$107.7M1.10%
27SHARKNINJA INCSN1,016,215$104.8M1.07%
28SPOTIFY TECHNOLOGY S ASPOT141,451$98.7M1.01%
29ALPHABET INCGOOG399,575$97.3M0.99%
30ROKU INCROKU965,711$96.7M0.99%
31ROBINHOOD MKTS INC770700102622,318$89.1M0.91%
32POOL CORPPOOL287,230$89.1M0.91%
33LPL FINL HLDGS INC50212V100265,966$88.5M0.90%
34MICROSOFT CORPMSFT169,870$88.0M0.90%
35MICRON TECHNOLOGY INCMU509,460$85.2M0.87%
36ARCUTIS BIOTHERAPEUTICS INCARQT4,429,108$83.5M0.85%
37GAP INCGAP3,816,566$81.6M0.83%
38HUBSPOT INCHUBS171,795$80.4M0.82%
39NEW YORK TIMES CONYT1,384,413$79.5M0.81%
40FRANCO NEV CORPFNV348,596$77.7M0.79%
41PROCORE TECHNOLOGIES INCPCOR1,038,866$75.8M0.77%
42AFFIRM HLDGS INCAFRM974,471$71.2M0.73%
43BBB FOODS INCTBBB2,548,695$68.7M0.70%
44FRESHPET INCFRPT1,178,848$65.0M0.66%
45TEMPUS AI INCTEM778,028$62.8M0.64%
46PORCH GROUP INCPRCH3,729,166$62.6M0.64%
47SIRIUSPOINT LTDSPNT3,411,075$61.7M0.63%
48SERVICETITAN INCTTAN611,880$61.7M0.63%
49BOOT BARN HLDGS INCBOOT366,795$60.8M0.62%
50ACCELERANT HOLDINGSARX3,898,272$58.0M0.59%
51SPROUTS FMRS MKT INC85208M102532,250$57.9M0.59%
52ELBIT SYS LTDESLT109,915$56.0M0.57%
53TALEN ENERGY CORPTLN130,297$55.4M0.56%
54CALIX INCCALX902,621$55.4M0.56%
55AIRBNB INCABNB442,357$53.7M0.55%
56XOMETRY INCXMTR967,811$52.7M0.54%
57RIVIAN AUTOMOTIVE INCRIVN3,585,239$52.6M0.54%
58PALANTIR TECHNOLOGIES INCPLTR285,965$52.2M0.53%
59CBOE GLOBAL MKTS INC12503M108206,360$50.6M0.52%
60MARTIN MARIETTA MATLS INC57328410678,446$49.4M0.50%
61ARM HOLDINGS PLC042068205348,067$49.2M0.50%
62ECHOSTAR CORPSATS624,187$47.7M0.49%
63WARBY PARKER INCWRBY1,668,224$46.0M0.47%
64FLOOR & DECOR HLDGS INCFND557,436$41.1M0.42%
65CROWDSTRIKE HLDGS INCCRWD83,597$41.0M0.42%
66LOAR HOLDINGS INCLOAR475,204$38.0M0.39%
67GE AEROSPACE369604301121,669$36.6M0.37%
68SITEONE LANDSCAPE SUPPLY INCSITE278,565$35.9M0.37%
69MONGODB INCMDB115,069$35.7M0.36%
70CHART INDS INC16115Q308176,553$35.3M0.36%
71TOWER SEMICONDUCTOR LTDTSEM483,983$35.0M0.36%
72FIGMA INCFIG668,140$34.7M0.35%
73BLACK ROCK COFFEE BAR INCBRCB1,411,127$33.7M0.34%
74FIRST WATCH RESTAURANT GROUPFWRG2,145,809$33.6M0.34%
75DICKS SPORTING GOODS INC253393102149,279$33.2M0.34%
76ALIGNMENT HEALTHCARE INCALHC1,884,076$32.9M0.33%
77ICICI BANK LIMITEDIBN1,019,743$30.8M0.31%
78TEXAS ROADHOUSE INCTXRH184,646$30.7M0.31%
79UNITY SOFTWARE INCU745,055$29.8M0.30%
80INTL GNRL INSURANCE HLDNGS LG4809J1061,240,534$28.8M0.29%
81GLAUKOS CORPGKOS334,532$27.3M0.28%
82OSCAR HEALTH INCOSCR1,421,405$26.9M0.27%
83KRATOS DEFENSE & SEC SOLUTIO50077B207272,893$24.9M0.25%
84BRIDGEBIO PHARMA INCBBIO462,311$24.0M0.24%
85HDFC BANK LTDHDB697,781$23.8M0.24%
86COSTAR GROUP INCCSGP278,503$23.5M0.24%
87FTAI AVIATION LTDFTAIN139,364$23.3M0.24%
88OPTION CARE HEALTH INCOPCH823,478$22.9M0.23%
89CYTOKINETICS INCCYTK389,055$21.4M0.22%
90MASTERCARD INCORPORATEDMA32,961$18.7M0.19%
91TAIWAN SEMICONDUCTOR MFG LTD87403910066,519$18.6M0.19%
92BERKLEY W R CORPWRB-PH242,297$18.6M0.19%
93SNOWFLAKE INCSNOW81,944$18.5M0.19%
94TRANSDIGM GROUP INCTDG13,944$18.4M0.19%
95VIA TRANSN INC92556W104354,981$17.1M0.17%
96CHUBB LIMITEDCB59,466$16.8M0.17%
97BIONTECH SEBNTX168,871$16.7M0.17%
98MAGNOLIA OIL & GAS CORPMGY691,325$16.5M0.17%
99UNIVERSAL TECHNICAL INST INCUTI505,198$16.4M0.17%
100RUBRIK INC.RBRK192,223$15.8M0.16%
101KNIFE RIVER CORPKNF200,932$15.4M0.16%
102LIVE NATION ENTERTAINMENT INLYV94,287$15.4M0.16%
103TWILIO INCTWLO151,639$15.2M0.15%
104GE VERNOVA INCGEV24,558$15.1M0.15%
105MADRIGAL PHARMACEUTICALS INCMDGL30,848$14.1M0.14%
106KYMERA THERAPEUTICS INCKYMR246,704$14.0M0.14%
107REDDIT INCRDDT59,437$13.7M0.14%
108ONEWATER MARINE INCONEW857,263$13.6M0.14%
109NEKTAR THERAPEUTICSNKTR224,828$12.8M0.13%
110DOORDASH INCDASH45,803$12.5M0.13%
111THREDUP INCTDUP1,280,238$12.1M0.12%
112WOODWARD INCWWD47,807$12.1M0.12%
113ZILLOW GROUP INCZ155,544$12.0M0.12%
114ALAMOS GOLD INC NEWAGI320,288$11.2M0.11%
115AMERICAN TOWER CORP NEW03027X10057,435$11.0M0.11%
116SOLARIS ENERGY INFRAS INCSEI260,453$10.4M0.11%
117HINGE HEALTH INCHNGE205,307$10.1M0.10%
118LGI HOMES INCLGIH189,383$9.8M0.10%
119AEHR TEST SYSAEHR324,040$9.8M0.10%
120SERVICENOW INCNOW10,468$9.6M0.10%
121APPLE INCAAPL37,515$9.6M0.10%
122BRIGHTVIEW HLDGS INCBV660,952$8.9M0.09%
123HIMS & HERS HEALTH INCHIMS155,087$8.8M0.09%
124MADISON SQUARE GRDN SPRT COR55825T10338,150$8.7M0.09%
125CAMPING WORLD HLDGS INCCWH521,989$8.2M0.08%
126VITA COCO CO INCCOCO191,652$8.1M0.08%
127LIBERTY MEDIA CORP DELFWONB76,407$8.0M0.08%
128VULCAN MATLS CO92916010925,917$8.0M0.08%
129TAMBORAN RES CORPTBNRL281,656$7.7M0.08%
130ROIVANT SCIENCES LTDROIV495,957$7.5M0.08%
131HEICO CORP NEWHEI-A29,068$7.4M0.08%
132COSTCO WHSL CORP NEW22160K1057,851$7.3M0.07%
133PENSKE AUTOMOTIVE GRP INC70959W10341,774$7.3M0.07%
134SHERWIN WILLIAMS COSHW20,322$7.0M0.07%
135ENOVIX CORPORATIONENVX675,166$6.7M0.07%
136KORNIT DIGITAL LTDKRNT492,085$6.6M0.07%
137TAPESTRY INCTPR58,638$6.6M0.07%
138COGENT COMMUNICATIONS HLDGSCCOI172,488$6.6M0.07%
139TWFG INCTWFG240,013$6.6M0.07%
140SUNCOR ENERGY INC NEWSU155,659$6.5M0.07%
141PAN AMERN SILVER CORP697900108163,045$6.3M0.06%
142WALMART INCWMT59,541$6.1M0.06%
143CONSTELLATION ENERGY CORPCEG18,514$6.1M0.06%
144COINBASE GLOBAL INCCOIN17,634$6.0M0.06%
145WHEATON PRECIOUS METALS CORPWPM52,808$5.9M0.06%
146NETSKOPE INCNTSK251,975$5.7M0.06%
147D R HORTON INC23331A10933,286$5.6M0.06%
148JPMORGAN CHASE & CO.VYLD17,659$5.6M0.06%
149CIENA CORPCIEN37,891$5.5M0.06%
150NU HLDGS LTDNU323,630$5.2M0.05%
151E L F BEAUTY INCELF37,572$5.0M0.05%
152CAVA GROUP INCCAVA81,239$4.9M0.05%
153TRISALUS LIFE SCIENCES INCTLSIW1,047,059$4.9M0.05%
154ON HLDG AGH5919C104109,492$4.6M0.05%
155ELI LILLY & COLLY6,069$4.6M0.05%
156HEICO CORP NEWHEI-A14,272$4.6M0.05%
157IMPINJ INCPI25,269$4.6M0.05%
158SKYWARD SPECIALTY INS GROUP83094010294,994$4.5M0.05%
159CUSTOM TRUCK ONE SOURCE INCCTOS639,788$4.1M0.04%
160SMITH DOUGLAS HOMES CORPSDHC227,780$4.0M0.04%
161MURPHY USA INCMUSA10,357$4.0M0.04%
162HEARTFLOW INCHTFL119,359$4.0M0.04%
163RADNET INCRDNT52,420$4.0M0.04%
164CLEAR SECURE INCYOU119,385$4.0M0.04%
165CORE & MAIN INCCNM73,294$3.9M0.04%
166FERRARI N VRACE8,031$3.9M0.04%
167LENNAR CORPLEN-B29,173$3.7M0.04%
168ULTRAGENYX PHARMACEUTICAL INRARE121,941$3.7M0.04%
169STOKE THERAPEUTICS INCSTOK155,166$3.6M0.04%
170EMCOR GROUP INCEME5,605$3.6M0.04%
171OUSTER INCOUST131,268$3.6M0.04%
172KLARNA GROUP PLCKLAR96,141$3.5M0.04%
173EZCORP INCEZPW181,695$3.5M0.04%
174MARQETA INCMQ625,625$3.3M0.03%
175NATIONAL VISION HLDGS INCEYE112,906$3.3M0.03%
176BETA BIONICS INCBBNX162,649$3.2M0.03%
177PARAMOUNT SKYDANCE CORPPSKY168,573$3.2M0.03%
178AMBIQ MICRO INCAMBQ95,748$2.9M0.03%
179GILEAD SCIENCES INCGILD25,226$2.8M0.03%
180ARGENX SEARGX3,779$2.8M0.03%
181NEXTNAV INCNXNVW194,102$2.8M0.03%
182CORE NATURAL RESOURCES INCCNR32,119$2.7M0.03%
183SHIFT4 PMTS INC82452J10934,333$2.7M0.03%
184GOLAR LNG LTDGLNG64,880$2.6M0.03%
185MAMAS CREATIONS INC56146T103247,556$2.6M0.03%
186TG THERAPEUTICS INCTGTX71,361$2.6M0.03%
187APPLIED OPTOELECTRONICS INCAAOI86,247$2.2M0.02%
188BERKSHIRE HATHAWAY INC DELBRK-A4,279$2.2M0.02%
189BLOCK INCBSQKZ28,765$2.1M0.02%
190UNIQURE NVQURE34,084$2.0M0.02%
191SAMSARA INCIOT53,124$2.0M0.02%
192ACM RESH INC00108J10950,367$2.0M0.02%
193HOWMET AEROSPACE INCHWM9,871$1.9M0.02%
194FTAI INFRASTRUCTURE INCFIP441,457$1.9M0.02%
195APPLOVIN CORPAPP2,558$1.8M0.02%
196DATADOG INCDDOG12,752$1.8M0.02%
197AXON ENTERPRISE INCAXON2,489$1.8M0.02%
198INTUITIVE MACHINES INCLUNR169,338$1.8M0.02%
199WILLSCOT HLDGS CORPWSC82,918$1.8M0.02%
200HIGH TIDE INCHITI472,456$1.7M0.02%
201BILL HOLDINGS INCBILL32,252$1.7M0.02%
202IMMUNOME INCIMNM133,112$1.6M0.02%
203BWX TECHNOLOGIES INCBWXT7,976$1.5M0.01%
204NIOCORP DEVS LTD654484609219,234$1.5M0.01%
205SWEETGREEN INCSG169,282$1.4M0.01%
206INSPIRE MED SYS INC45773010917,600$1.3M0.01%
207CORNING INCGLW15,914$1.3M0.01%
208ASANA INCASAN96,845$1.3M0.01%
209SPIRE GLOBAL INCSPIR116,803$1.3M0.01%
210ENPHASE ENERGY INCENPH35,969$1.3M0.01%
211EXPAND ENERGY CORPORATIONEXE11,878$1.3M0.01%
212OMADA HEALTH INCOMDA55,216$1.2M0.01%
213APA CORPORATIONAPA46,747$1.1M0.01%
214IRIDIUM COMMUNICATIONS INCIRDM63,772$1.1M0.01%
215ROCKET LAB CORPRKLB22,824$1.1M0.01%
216I-80 GOLD CORPIAUX-WT1,135,002$1.1M0.01%
217PURECYCLE TECHNOLOGIES INCPCTTW80,701$1.1M0.01%
218PHATHOM PHARMACEUTICALS INCPHAT88,542$1.0M0.01%
219NEWAMSTERDAM PHARMA COMPANYNAMSW36,384$1.0M0.01%
220GRAIL INCGRAL17,498$1.0M0.01%
221WINGSTOP INCWING4,071$1.0M0.01%
222JOBY AVIATION INCJOBY-WT60,400$974,8560.01%
223JANUX THERAPEUTICS INCJANX38,255$934,9520.01%
224ABIVAX SAAAVXF9,824$834,0580.01%
225PHILIP MORRIS INTL INC7181721095,083$824,4630.01%
226TRANSMEDICS GROUP INCTMDX7,175$805,0350.01%
227DRAFTKINGS INC NEWDKNG20,026$748,9720.01%
228CARVANA COCVNA1,863$702,7980.01%
229CLEAN HARBORS INCCLH2,950$685,0490.01%
230PLANET LABS PBCPL-WT51,465$668,0160.01%
231LATTICE SEMICONDUCTOR CORPLSCC8,847$648,6620.01%
232GRINDR INCGRND42,988$645,6800.01%
233ROOT INCROOT6,963$623,2580.01%
234CHIPOTLE MEXICAN GRILL INCCMG14,984$587,2230.01%
235VAXCYTE INCPCVX16,141$581,3990.01%
236CANADIAN PACIFIC KANSAS CITYCP7,223$538,0410.01%
237FERGUSON ENTERPRISES INCFERG2,139$480,3770.00%
238NEW PAC METALS CORP64782A107166,000$449,8600.00%
239ZEVIA PBCZVIA154,462$420,1370.00%
240LOEWS CORPL4,151$416,7190.00%
241VITAL FARMS INCVITL9,474$389,8550.00%
242DELCATH SYS INCDCTH35,819$385,0540.00%
243MP MATERIALS CORPMP5,711$383,0370.00%
244CLEAR CHANNEL OUTDOOR HLDGSCCO234,145$369,9490.00%
245GARRETT MOTION INCGTX25,201$343,2380.00%
246SANA BIOTECHNOLOGY INCSANA91,539$324,9630.00%
247BIRKENSTOCK HOLDING PLCBIRK5,914$267,6090.00%
248SNAP INCSNAP26,730$206,0880.00%
249VALENS SEMICONDUCTOR LTDVLN-WT13,724$24,5660.00%