Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000858

Total Value
$9.47B
Positions
250
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (250)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA2,579,709$481.1M5.08%
2AMAZON COM INCAMZN1,799,609$415.4M4.38%
3NETFLIX INCNFLX4,365,376$409.3M4.32%
4SHOPIFY INCSHOP2,178,396$350.7M3.70%
5CLOUDFLARE INCNET1,754,461$345.9M3.65%
6TESLA INCTSLA726,497$326.7M3.45%
7META PLATFORMS INCMETA410,257$270.8M2.86%
8INTUITIVE SURGICAL INCISRG473,545$268.2M2.83%
9NATERA INCNTRA828,300$189.8M2.00%
10QUANTA SVCS INC74762E102373,367$157.6M1.66%
11TOAST INCTOST4,390,564$155.9M1.65%
12ALPHABET INCGOOG485,809$152.1M1.60%
13EMBRAER S.A.EMBJ2,323,295$149.6M1.58%
14TKO GROUP HOLDINGS INCTKO694,600$145.2M1.53%
15MICRON TECHNOLOGY INCMU496,334$141.7M1.50%
16ROBLOX CORPRBLX1,702,110$137.9M1.46%
17SITIME CORPSITM371,294$131.1M1.38%
18ARCUTIS BIOTHERAPEUTICS INCARQT4,453,856$129.3M1.37%
19ALNYLAM PHARMACEUTICALS INCALNY319,305$127.0M1.34%
20ALPHABET INCGOOG389,782$122.3M1.29%
21QXO INCQXO-PB6,226,055$120.1M1.27%
22SHARKNINJA INCSN990,624$110.9M1.17%
23MERCADOLIBRE INCMELI54,763$110.3M1.16%
24ARISTA NETWORKS INCANET816,531$107.0M1.13%
25SHAKE SHACK INCSHAK1,269,116$103.0M1.09%
26BOSTON SCIENTIFIC CORPBSX1,077,221$102.7M1.08%
27ECHOSTAR CORPSATS929,392$101.0M1.07%
28APPFOLIO INCAPPF419,431$97.6M1.03%
29GAP INCGAP3,735,108$95.6M1.01%
30REDDIT INCRDDT411,542$94.6M1.00%
31NEW YORK TIMES CONYT1,348,621$93.6M0.99%
32LPL FINL HLDGS INC50212V100259,070$92.5M0.98%
33DUOLINGO INCDUOL506,131$88.8M0.94%
34ROBINHOOD MKTS INC770700102772,946$87.4M0.92%
35NEBIUS GROUP N.V.NBIS1,013,986$84.9M0.90%
36BBB FOODS INCTBBB2,511,410$83.9M0.89%
37FIGURE TECHNOLOGY SOLUTIOFGRS2,005,143$81.9M0.86%
38MICROSOFT CORPMSFT162,696$78.7M0.83%
39SPOTIFY TECHNOLOGY S ASPOT129,883$75.4M0.80%
40SIRIUSPOINT LTDSPNT3,293,875$72.1M0.76%
41RIVIAN AUTOMOTIVE INCRIVN3,601,956$71.0M0.75%
42AFFIRM HLDGS INCAFRM952,909$70.9M0.75%
43FRANCO NEV CORPFNV341,137$70.7M0.75%
44HUBSPOT INCHUBS165,938$66.6M0.70%
45FRESHPET INCFRPT1,055,140$64.3M0.68%
46POOL CORPPOOL280,857$64.2M0.68%
47SERVICETITAN INCTTAN597,669$63.7M0.67%
48BOOT BARN HLDGS INCBOOT357,946$63.2M0.67%
49ELBIT SYS LTDESLT107,124$61.9M0.65%
50XOMETRY INCXMTR1,022,055$60.8M0.64%
51ACCELERANT HOLDINGSARX3,703,078$60.5M0.64%
52GRUPO AEROMEXICO SAB DE CV40054J1092,676,925$58.8M0.62%
53AIRBNB INCABNB432,553$58.7M0.62%
54TOWER SEMICONDUCTOR LTDTSEM471,954$55.4M0.58%
55SPHERE ENTERTAINMENT COSPHR561,146$53.4M0.56%
56ROKU INCROKU481,299$52.2M0.55%
57CBOE GLOBAL MKTS INC12503M108207,302$52.0M0.55%
58MARTIN MARIETTA MATLS INC57328410678,553$48.9M0.52%
59CALIX INCCALX887,927$47.0M0.50%
60TALEN ENERGY CORPTLN123,521$46.3M0.49%
61MONGODB INCMDB103,781$43.6M0.46%
62PALANTIR TECHNOLOGIES INCPLTR241,719$43.0M0.45%
63GE AEROSPACE369604301134,272$41.4M0.44%
64SPROUTS FMRS MKT INC85208M102511,346$40.7M0.43%
65ARM HOLDINGS PLC042068205366,729$40.1M0.42%
66PORCH GROUP INCPRCH4,347,373$39.7M0.42%
67CROWDSTRIKE HLDGS INCCRWD81,669$38.3M0.40%
68FTAI AVIATION LTDFTAIN188,013$37.0M0.39%
69ALIGNMENT HEALTHCARE INCALHC1,857,139$36.7M0.39%
70VIA TRANSN INC92556W1041,237,829$35.9M0.38%
71SITEONE LANDSCAPE SUPPLY INCSITE284,842$35.5M0.37%
72BRIDGEBIO PHARMA INCBBIO457,977$35.0M0.37%
73TEMPUS AI INCTEM576,774$34.1M0.36%
74TRANSDIGM GROUP INCTDG25,535$34.0M0.36%
75UNITY SOFTWARE INCU731,222$32.3M0.34%
76FLOOR & DECOR HLDGS INCFND524,055$31.9M0.34%
77LOAR HOLDINGS INCLOAR466,869$31.7M0.34%
78FIRST WATCH RESTAURANT GROUPFWRG2,081,672$31.4M0.33%
79INTL GNRL INSURANCE HLDNGS LG4809J1061,220,116$30.6M0.32%
80CHART INDS INC16115Q308148,136$30.6M0.32%
81TEXAS ROADHOUSE INCTXRH182,324$30.3M0.32%
82ICICI BANK LIMITEDIBN996,262$29.7M0.31%
83OPTION CARE HEALTH INCOPCH808,608$25.8M0.27%
84FIGMA INCFIG667,532$24.9M0.26%
85CITIGROUP INCC-PR213,530$24.9M0.26%
86CYTOKINETICS INCCYTK385,820$24.5M0.26%
87BLACK ROCK COFFEE BAR INCBRCB976,304$21.7M0.23%
88TAMBORAN RES CORPTBNRL794,648$21.6M0.23%
89KRATOS DEFENSE & SEC SOLUTIO50077B207269,793$20.5M0.22%
90TWILIO INCTWLO142,844$20.3M0.21%
91MADRIGAL PHARMACEUTICALS INCMDGL33,468$19.5M0.21%
92TAIWAN SEMICONDUCTOR MFG LTD87403910064,104$19.5M0.21%
93KYMERA THERAPEUTICS INCKYMR239,916$18.7M0.20%
94WARBY PARKER INCWRBY854,143$18.6M0.20%
95MASTERCARD INCORPORATEDMA31,513$18.0M0.19%
96GLAUKOS CORPGKOS154,442$17.4M0.18%
97BETA TECHNOLOGIES INCBETA617,864$17.4M0.18%
98HDFC BANK LTDHDB473,474$17.3M0.18%
99GE VERNOVA INCGEV26,352$17.2M0.18%
100BERKLEY W R CORPWRB-PH241,764$17.0M0.18%
101APPLIED OPTOELECTRONICS INCAAOI475,015$16.6M0.17%
102COSTAR GROUP INCCSGP240,034$16.1M0.17%
103OSCAR HEALTH INCOSCR1,108,595$15.9M0.17%
104MAGNOLIA OIL & GAS CORPMGY653,948$14.3M0.15%
105WOODWARD INCWWD46,512$14.1M0.15%
106THREDUP INCTDUP2,052,346$13.1M0.14%
107UNIVERSAL TECHNICAL INST INCUTI491,172$12.8M0.14%
108ESTABLISHMENT LABS HLDGS INCESTA170,757$12.4M0.13%
109SNOWFLAKE INCSNOW51,600$11.3M0.12%
110SOLARIS ENERGY INFRAS INCSEI244,045$11.2M0.12%
111RESIDEO TECHNOLOGIES INCREZI313,118$11.0M0.12%
112COGENT COMMUNICATIONS HLDGSCCOI494,108$10.7M0.11%
113ROIVANT SCIENCES LTDROIV483,117$10.5M0.11%
114DOORDASH INCDASH45,860$10.4M0.11%
115VITA COCO CO INCCOCO189,036$10.0M0.11%
116APPLE INCAAPL36,743$10.0M0.11%
117MADISON SQUARE GRDN SPRT COR55825T10337,649$9.7M0.10%
118HINGE HEALTH INCHNGE202,212$9.4M0.10%
119AMERICAN TOWER CORP NEW03027X10051,681$9.1M0.10%
120CHUBB LIMITEDCB28,860$9.0M0.10%
121NEKTAR THERAPEUTICSNKTR208,302$8.8M0.09%
122ONEWATER MARINE INCONEW807,187$8.7M0.09%
123NEWAMSTERDAM PHARMA COMPANYNAMSW248,528$8.7M0.09%
124CIENA CORPCIEN36,034$8.4M0.09%
125BRIGHTVIEW HLDGS INCBV661,302$8.4M0.09%
126SI-BONE INCSIBN413,958$8.2M0.09%
127LIVE NATION ENTERTAINMENT INLYV57,131$8.1M0.09%
128ZILLOW GROUP INCZ114,322$7.8M0.08%
129LGI HOMES INCLGIH180,581$7.8M0.08%
130LEMONADE INCLMND108,525$7.7M0.08%
131SERVICENOW INCNOW47,800$7.3M0.08%
132NU HLDGS LTDNU431,632$7.2M0.08%
133LIBERTY MEDIA CORP DELFWONB71,752$7.1M0.07%
134VULCAN MATLS CO92916010924,304$6.9M0.07%
135TWFG INCTWFG238,520$6.9M0.07%
136TRISALUS LIFE SCIENCES INCTLSIW979,023$6.8M0.07%
137HEICO CORP NEWHEI-A26,382$6.7M0.07%
138SUNCOR ENERGY INC NEWSU150,003$6.7M0.07%
139COSTCO WHSL CORP NEW22160K1057,699$6.6M0.07%
140PENSKE AUTOMOTIVE GRP INC70959W10341,604$6.6M0.07%
141WALMART INCWMT58,666$6.5M0.07%
142AEHR TEST SYSAEHR317,948$6.4M0.07%
143INTERNATIONAL BUSINESS MACHSINTR21,610$6.4M0.07%
144KORNIT DIGITAL LTDKRNT441,391$6.3M0.07%
145SHERWIN WILLIAMS COSHW19,411$6.3M0.07%
146PELOTON INTERACTIVE INCPTON969,873$6.0M0.06%
147WHEATON PRECIOUS METALS CORPWPM50,272$5.9M0.06%
148DIVERSIFIED ENERGY CODEC405,290$5.9M0.06%
149CONSTELLATION ENERGY CORPCEG16,431$5.8M0.06%
150ALAMOS GOLD INC NEWAGI142,977$5.5M0.06%
151HEARTFLOW INCHTFL185,868$5.4M0.06%
152HIMS & HERS HEALTH INCHIMS154,032$5.0M0.05%
153SKYWARD SPECIALTY INS GROUP83094010291,687$4.7M0.05%
154HEICO CORP NEWHEI-A14,095$4.6M0.05%
155IMPINJ INCPI25,352$4.4M0.05%
156ENOVIX CORPORATIONENVX595,693$4.4M0.05%
157CLEAR SECURE INCYOU117,660$4.1M0.04%
158MOODYS CORPMCO8,063$4.1M0.04%
159NEPTUNE INS HLDGS INC64073B103140,445$4.1M0.04%
160MURPHY USA INCMUSA9,907$4.0M0.04%
161COINBASE GLOBAL INCCOIN17,649$4.0M0.04%
162STOKE THERAPEUTICS INCSTOK122,448$3.9M0.04%
163RADNET INCRDNT52,705$3.8M0.04%
164IMMUNOME INCIMNM174,861$3.8M0.04%
165GRAIL INCGRAL43,722$3.7M0.04%
166SMITH DOUGLAS HOMES CORPSDHC221,324$3.7M0.04%
167EZCORP INCEZPW180,329$3.5M0.04%
168EMCOR GROUP INCEME5,569$3.4M0.04%
169MAMAS CREATIONS INC56146T103245,780$3.3M0.03%
170ARGENX SEARGX3,771$3.2M0.03%
171NEXTNAV INCNXNVW188,866$3.1M0.03%
172KNIFE RIVER CORPKNF44,474$3.1M0.03%
173FAIR ISAAC CORPFICO1,833$3.1M0.03%
174BIONTECH SEBNTX32,287$3.1M0.03%
175CAMPING WORLD HLDGS INCCWH312,049$3.0M0.03%
176JPMORGAN CHASE & CO.VYLD9,258$3.0M0.03%
177APPLOVIN CORPAPP4,409$3.0M0.03%
178NATIONAL VISION HLDGS INCEYE112,134$2.9M0.03%
179E L F BEAUTY INCELF37,166$2.8M0.03%
180FERRARI N VRACE7,544$2.8M0.03%
181INTUITIVE MACHINES INCLUNR168,112$2.7M0.03%
182CORE NATURAL RESOURCES INCCNR30,202$2.7M0.03%
183AMBIQ MICRO INCAMBQ93,745$2.7M0.03%
184KLARNA GROUP PLCKLAR91,634$2.6M0.03%
185LENNAR CORPLEN-B24,466$2.5M0.03%
186SEMTECH CORPSMTC33,471$2.5M0.03%
187VICTORIAS SECRET AND CO92640010245,042$2.4M0.03%
188PHATHOM PHARMACEUTICALS INCPHAT145,174$2.4M0.03%
189CUSTOM TRUCK ONE SOURCE INCCTOS409,878$2.4M0.02%
190WASTE CONNECTIONS INCWCN12,876$2.3M0.02%
191SAMSARA INCIOT61,696$2.2M0.02%
192NPK INTERNATIONAL INCNPKI170,273$2.0M0.02%
193HOWMET AEROSPACE INCHWM9,853$2.0M0.02%
194BERKSHIRE HATHAWAY INC DELBRK-A3,984$2.0M0.02%
195ACM RESH INC00108J10950,368$2.0M0.02%
196NETSKOPE INCNTSK111,246$2.0M0.02%
197SENSIENT TECHNOLOGIES CORPSXT20,545$1.9M0.02%
198COGENT BIOSCIENCES INCCOGT53,275$1.9M0.02%
199PLANET LABS PBCPL-WT93,000$1.8M0.02%
200NIOCORP DEVS LTD654484609345,405$1.8M0.02%
201DATADOG INCDDOG12,776$1.7M0.02%
202LUMENTUM HLDGS INCLITE4,671$1.7M0.02%
203HUNTINGTON INGALLS INDS INC4464131065,030$1.7M0.02%
204ROCKET LAB CORPRKLB22,369$1.6M0.02%
205CORNING INCGLW17,682$1.5M0.02%
206IONIS PHARMACEUTICALS INCIONS19,275$1.5M0.02%
207ABIVAX SAAAVXF11,030$1.5M0.02%
208INSPIRE MED SYS INC45773010915,241$1.4M0.01%
209BWX TECHNOLOGIES INCBWXT7,979$1.4M0.01%
210ASANA INCASAN97,757$1.3M0.01%
211T1 ENERGY INCTE-WT175,978$1.2M0.01%
212ON HLDG AGH5919C10424,848$1.2M0.01%
213EXPAND ENERGY CORPORATIONEXE10,408$1.1M0.01%
214IRIDIUM COMMUNICATIONS INCIRDM63,650$1.1M0.01%
215PROCORE TECHNOLOGIES INCPCOR15,132$1.1M0.01%
216ENPHASE ENERGY INCENPH32,872$1.1M0.01%
217TAPESTRY INCTPR7,981$1.0M0.01%
218WINGSTOP INCWING4,080$973,0390.01%
219MAZE THERAPEUTICS INCMAZE23,282$964,5730.01%
220SWEETGREEN INCSG131,427$888,4470.01%
221CARVANA COCVNA2,004$845,7280.01%
222JOBY AVIATION INCJOBY-WT62,198$821,0140.01%
223APA CORPORATIONAPA32,573$796,7360.01%
224TRANSMEDICS GROUP INCTMDX6,207$755,0820.01%
225VAXCYTE INCPCVX16,109$743,2690.01%
226CLEAN HARBORS INCCLH3,062$717,9780.01%
227PURECYCLE TECHNOLOGIES INCPCTTW80,670$692,9550.01%
228COREWEAVE INCCRWV9,567$685,0930.01%
229WILLSCOT HLDGS CORPWSC35,945$676,8440.01%
230LATTICE SEMICONDUCTOR CORPLSCC8,642$635,8780.01%
231TG THERAPEUTICS INCTGTX20,393$607,9150.01%
232FERMI INCFRMI70,872$566,9760.01%
233CANADIAN PACIFIC KANSAS CITYCP7,633$562,0180.01%
234CLEAR CHANNEL OUTDOOR HLDGSCCO233,784$516,6630.01%
235FERGUSON ENTERPRISES INCFERG2,147$477,9870.01%
236BIRKENSTOCK HOLDING PLCBIRK10,872$444,6650.00%
237GARRETT MOTION INCGTX25,201$439,2530.00%
238LOEWS CORPL4,157$437,7740.00%
239ADAPTIVE BIOTECHNOLOGIES CORADTI24,998$405,9680.00%
240SANA BIOTECHNOLOGY INCSANA94,072$382,8730.00%
241BLOOM ENERGY CORPBE4,169$362,2440.00%
242MP MATERIALS CORPMP6,938$350,5080.00%
243WILLIAMS COS INC9694571004,170$250,6590.00%
244UMH PPTYS INC90300210315,074$239,8270.00%
245EQT CORPEQT4,456$238,8420.00%
246GOOSEHEAD INS INCGSHD2,746$202,2430.00%
247NEW ERA ENERGY & DIGITAL INCNUAIW53,449$156,6060.00%
248VERA BRADLEY INCVRA53,797$130,1890.00%
249INVIVYD INCIVVD49,906$123,2680.00%
250VALENS SEMICONDUCTOR LTDVLN-WT13,724$19,4880.00%