Titelia

Holdings of GILDER GAGNON HOWE & CO LLC

222 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 38.2 % of the equity sleeve

Sector breakdown

  • Technology 17.1 %
  • Communication 13.8 %
  • Consumer discretionary 10.6 %
  • Health care 6.4 %
  • Financials 5.8 %
  • Industrials 4.3 %
  • Materials 0.7 %
  • Consumer staples 0.2 %
  • Real estate 0.1 %
  • Utilities 0.1 %
  • Unattributed 40.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.2 %
  • GB 0.9 %
  • MX 0.5 %
  • TW 0.4 %
  • IN 0.1 %
  • NL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2157B $98.17 %
2GB262M $0.87 %
3MX134.2M $0.48 %
4TW126.9M $0.38 %
5IN25.9M $0.08 %
6NL11.7M $0.02 %

Positions

RankCompanySharesValueWeight
101American Tower Corp 50,8028.8M $
102Vita Coco Co Inc/The 181,9178.7M $
103Datadog Inc 71,7998.5M $
104Liberty Media Corp-Liberty Formula One 96,6418.2M $
105ThredUp Inc 2,375,1247.8M $
106Black Rock Coffee Bar Inc 602,8937.8M $
107First Watch Restaurant Group Inc 741,1267.8M $
108OneWater Marine Inc 801,2477.6M $
109Walmart Inc 56,8767.1M $
110LGI Homes Inc 173,0386.8M $
111CME Group Inc 23,1486.8M $
112McDonald's Corp. 21,7576.8M $
113Warby Parker Inc 312,7406.6M $
114Costco Wholesale Corp 6,5826.6M $
115Lemonade Inc 103,7346.5M $
116HEICO Corp 30,0466.3M $
117BrightView Holdings Inc 532,0096.3M $
118Penske Automotive Group Inc 41,3046.2M $
119Sherwin-Williams Co/The 19,0426.1M $
120Vulcan Materials Co 21,5035.9M $
121Hinge Health Inc 150,5495.8M $
122Clear Secure Inc 116,3875.6M $
123BETA TECHNOLOGIES INC 383,2545.6M $
124ServiceNow Inc 53,3895.6M $
125International Business Machines Corp. 21,8265.3M $
126CytomX Therapeutics Inc 1,120,3095.3M $
127Murphy USA Inc 9,8304.9M $
128Vertiv Holdings Co 19,3554.8M $
129DoorDash Inc 32,1734.8M $
130HeartFlow Inc 183,8664.5M $
131Live Nation Entertainment Inc 28,5304.4M $
132EZCORP Inc 170,7404.3M $
133CoreWeave Inc 54,2934.2M $
134TWFG Inc 223,6394.1M $
135iShares MSCI South Korea ETF 33,3834.1M $
136Ciena Corp 10,5584.1M $
137Skyward Specialty Insurance Group Inc 91,2084M $
138Constellation Energy Corp. 14,0573.9M $
139Peloton Interactive Inc 911,7133.9M $
140EMCOR Group Inc 5,2863.9M $
141HEICO Corp 14,0183.8M $
142Immunome Inc 169,2673.7M $
143CoStar Group Inc 91,0943.7M $
144Stoke Therapeutics Inc 112,6273.7M $
145ICICI Bank Ltd 138,4353.6M $
146Mama's Creations Inc 233,3533.6M $
147TriSalus Life Sciences Inc 888,5153.6M $
148elf Beauty Inc 56,3303.4M $
149Lumentum Holdings Inc 4,6923.3M $
150Core Natural Resources Inc 30,1313.2M $
151Floor & Decor Holdings Inc 59,6583M $
152Enovix Corp 584,9543M $
153Select Water Solutions Inc 194,6473M $
154Intuitive Machines Inc 159,1993M $
155Hut 8 Corp 61,3962.9M $
156ACM Research Inc 71,2452.8M $
157Ambiq Micro Inc 109,5772.8M $
158RadNet Inc 49,4922.8M $
159National Vision Holdings Inc 106,2552.8M $
160Hims & Hers Health Inc 129,9532.7M $
161JPMorgan Chase & Co 9,1352.7M $
162Impinj Inc 25,5902.6M $
163Neptune Insurance Holdings Inc 100,4912.4M $
164MongoDB Inc 9,8062.4M $
165Circle Internet Group Inc 24,6162.3M $
166Smith Douglas Homes Corp 182,7002.3M $
167NPK International Inc 160,5962.3M $
168HDFC Bank Ltd 93,2062.3M $
169Karman Holdings Inc 28,5372.3M $
170Semtech Corp 27,6312.1M $
171Victoria's Secret & Co 45,6082.1M $
172Samsara Inc 64,5782M $
173Howmet Aerospace Inc 8,8022M $
174Cogent Biosciences Inc 52,1632M $
175Qnity Electronics Inc 16,9682M $
176Berkshire Hathaway Inc 3,9851.9M $
177BWX Technologies Inc 9,1071.9M $
178Huntington Ingalls Industries, Inc. 4,7981.8M $
179Argenx SE 2,3841.7M $
180Knife River Corp 20,6641.7M $
181Sensient Technologies Corp 19,3701.7M $
182Metallus Inc 102,1991.7M $
183Phathom Pharmaceuticals Inc 139,8891.6M $
184Rocket Lab Corp 23,6561.5M $
185Custom Truck One Source Inc 217,8771.4M $
186APA Corp 30,9491.3M $
187Academy Sports & Outdoors Inc 23,1831.3M $
188Zillow Group Inc 29,8031.2M $
189Proto Labs Inc 21,2671.2M $
190EverQuote Inc 74,4221.1M $
191Expand Energy Corp 10,3781.1M $
192AppLovin Corp 2,5611M $
193Vaxcyte Inc 17,175998K $
194Erasca Inc 56,597915.7K $
195Biogen Inc 4,558835.6K $
196Clean Harbors Inc 2,856818.9K $
197Boston Scientific Corp 12,933811.5K $
198Tapestry Inc 5,744810.5K $
199T1 Energy Inc 176,042772.8K $
200Lattice Semiconductor Corp 8,065748.1K $