0001172661-26-002064.txt : 20260515
0001172661-26-002064.hdr.sgml : 20260515
20260515093540
ACCESSION NUMBER: 0001172661-26-002064
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20260331
FILED AS OF DATE: 20260515
DATE AS OF CHANGE: 20260515
EFFECTIVENESS DATE: 20260515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: GILDER GAGNON HOWE & CO LLC
CENTRAL INDEX KEY: 0000902464
ORGANIZATION NAME:
EIN: 133174112
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-03455
FILM NUMBER: 26983090
BUSINESS ADDRESS:
STREET 1: 475 10TH AVENUE
CITY: NEW YORK
STATE: NY
ZIP: 10018
BUSINESS PHONE: 2127652500
MAIL ADDRESS:
STREET 1: 475 10TH AVENUE
CITY: NEW YORK
STATE: NY
ZIP: 10018
FORMER COMPANY:
FORMER CONFORMED NAME: GILDER GAGNON HOWE & CO
DATE OF NAME CHANGE: 19930428
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0000902464
XXXXXXXX
03-31-2026
03-31-2026
false
GILDER GAGNON HOWE & CO LLC
475 10th Avenue
New York
NY
10018
13F HOLDINGS REPORT
028-03455
000002002
801-65667
N
Laura Esposito
Chief Compliance Officer
212-424-0226
/s/ Laura Esposito
New York
NY
05-15-2026
0
252
8335310308
INFORMATION TABLE
2
infotable.xml
ACADEMY SPORTS & OUTDOORS IN
COM
00402L107
1308680
23183
SH
SOLE
0
0
23183
ACCELERANT HOLDINGS
CL A
G00894108
50011343
3743364
SH
SOLE
0
0
3743364
ACM RESH INC
COM CL A
00108J109
2803491
71245
SH
SOLE
0
0
71245
ADAPTIVE BIOTECHNOLOGIES COR
COM
00650F109
315340
22719
SH
SOLE
0
0
22719
AEHR TEST SYS
COM
00760J108
16474496
444296
SH
SOLE
0
0
444296
AFFIRM HLDGS INC
COM CL A
00827B106
43895789
958005
SH
SOLE
0
0
958005
AIRBNB INC
COM CL A
009066101
53628464
424679
SH
SOLE
0
0
424679
ALAMOS GOLD INC
COM CL A
011532108
6951396
156457
SH
SOLE
0
0
156457
ALIGNMENT HEALTHCARE INC
COM
01625V104
32309635
1833691
SH
SOLE
0
0
1833691
ALLEGRO MICROSYSTEMS INC
COM
01749D105
299346
9494
SH
SOLE
0
0
9494
ALLIENT INC
COM
019330109
10155030
171857
SH
SOLE
0
0
171857
ALNYLAM PHARMACEUTICALS INC
COM
02043Q107
92674097
280092
SH
SOLE
0
0
280092
ALPHABET INC
CAP STK CL A
02079K305
137681428
478792
SH
SOLE
0
0
478792
ALPHABET INC
CAP STK CL C
02079K107
120408911
419748
SH
SOLE
0
0
419748
AMAZON COM INC
COM
023135106
364886954
1751990
SH
SOLE
0
0
1751990
AMBIQ MICRO INC
COMMON STOCK
023193105
2784352
109577
SH
SOLE
0
0
109577
AMERICAN TOWER CORP
COM
03027X100
8767409
50802
SH
SOLE
0
0
50802
APA CORPORATION
COM
03743Q108
1313476
30949
SH
SOLE
0
0
30949
APPFOLIO INC
COM CL A
03783C100
41874420
265330
SH
SOLE
0
0
265330
APPLE INC
COM
037833100
20059643
79040
SH
SOLE
0
0
79040
APPLIED OPTOELECTRONICS INC
COM
03823U102
38520171
455375
SH
SOLE
0
0
455375
APPLOVIN CORP
COM CL A
03831W108
1019278
2561
SH
SOLE
0
0
2561
ARCUTIS BIOTHERAPEUTICS INC
COM
03969K108
101402476
4304010
SH
SOLE
0
0
4304010
ARGENX SE
SPONSORED ADR
04016X101
1740916
2384
SH
SOLE
0
0
2384
ARISTA NETWORKS INC
COM SHS
040413205
97882794
797221
SH
SOLE
0
0
797221
ARM HOLDINGS PLC
SPONSORED ADS
042068205
61761117
408257
SH
SOLE
0
0
408257
ASANA INC
CL A
04342Y104
635795
99343
SH
SOLE
0
0
99343
ATLANTA BRAVES HLDGS INC
COM SER C
047726302
250777
5873
SH
SOLE
0
0
5873
BBB FOODS INC
CL A COM
G0896C103
90342903
2554224
SH
SOLE
0
0
2554224
BERKLEY W R CORP
COM
084423102
15923041
240239
SH
SOLE
0
0
240239
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1909612
3985
SH
SOLE
0
0
3985
BETA TECHNOLOGIES INC
COM SHS CL A
086921103
5633834
383254
SH
SOLE
0
0
383254
BIOGEN INC
COM
09062X103
835618
4558
SH
SOLE
0
0
4558
BIRKENSTOCK HOLDING PLC
COM SHS
M2029K104
390798
10907
SH
SOLE
0
0
10907
BLACK ROCK COFFEE BAR INC
CL A
092244102
7789378
602893
SH
SOLE
0
0
602893
BLOOM ENERGY CORP
COM CL A
093712107
11053681
81583
SH
SOLE
0
0
81583
BOOT BARN HLDGS INC
COM
099406100
50902105
347787
SH
SOLE
0
0
347787
BOSTON SCIENTIFIC CORP
COM
101137107
811546
12933
SH
SOLE
0
0
12933
BRIDGEBIO PHARMA INC
COM
10806X102
31213335
420325
SH
SOLE
0
0
420325
BRIGHTVIEW HLDGS INC
COM
10948C107
6272386
532009
SH
SOLE
0
0
532009
BUTTERFLY NETWORK INC
COM CL A
124155102
375324
92902
SH
SOLE
0
0
92902
BWX TECHNOLOGIES INC
COM
05605H100
1862290
9107
SH
SOLE
0
0
9107
CALIX INC
COM
13100M509
38167717
779092
SH
SOLE
0
0
779092
CARVANA CO
CL A
146869102
630018
2004
SH
SOLE
0
0
2004
CBOE GLOBAL MKTS INC
COM
12503M108
57040250
202940
SH
SOLE
0
0
202940
CHART INDS INC
COM
16115Q308
13239236
64035
SH
SOLE
0
0
64035
CHUBB LTD SWITZ
COM
H1467J104
9345391
28673
SH
SOLE
0
0
28673
CIENA CORP
COM NEW
171779309
4098932
10558
SH
SOLE
0
0
10558
CIRCLE INTERNET GROUP INC
COM CL A
172573107
2348613
24616
SH
SOLE
0
0
24616
CITIGROUP INC
COM NEW
172967424
21971600
193736
SH
SOLE
0
0
193736
CLEAN HARBORS INC
COM
184496107
818901
2856
SH
SOLE
0
0
2856
CLEAR SECURE INC
COM CL A
18467V109
5634295
116387
SH
SOLE
0
0
116387
CLOUDFLARE INC
CL A COM
18915M107
366907151
1778168
SH
SOLE
0
0
1778168
CME GROUP INC
COM
12572Q105
6836762
23148
SH
SOLE
0
0
23148
COGENT BIOSCIENCES INC
COM
19240Q201
2007754
52163
SH
SOLE
0
0
52163
COGENT COMM HOLDINGS INC
COM NEW
19239V302
9406624
499290
SH
SOLE
0
0
499290
COLLECTIVE MINING LTD
COM
19425C100
2132853
121116
SH
SOLE
0
0
121116
CONSTELLATION ENERGY CORP
COM
21037T109
3925417
14057
SH
SOLE
0
0
14057
COPA HOLDINGS SA
CL A
P31076105
1424101
12535
SH
SOLE
0
0
12535
CORE NATURAL RESOURCES INC
COM SHS
218937100
3155620
30131
SH
SOLE
0
0
30131
COREWEAVE INC
COM CL A
21873S108
4206079
54293
SH
SOLE
0
0
54293
CORNING INC
COM
219350105
16988092
124940
SH
SOLE
0
0
124940
COSTAR GROUP INC
COM
22160N109
3674732
91094
SH
SOLE
0
0
91094
COSTCO WHOLESALE CORPORATION
COM
22160K105
6558502
6582
SH
SOLE
0
0
6582
CUSTOM TRUCK ONE SOURCE INC
COM CL A
23204X103
1431452
217877
SH
SOLE
0
0
217877
CYTOKINETICS INC
COM NEW
23282W605
21815452
330989
SH
SOLE
0
0
330989
CYTOMX THERAPEUTICS INC.
COM
23284F105
5265452
1120309
SH
SOLE
0
0
1120309
DATADOG INC
CL A COM
23804L103
8475872
71799
SH
SOLE
0
0
71799
DOORDASH INC
CL A
25809K105
4830776
32173
SH
SOLE
0
0
32173
DUOLINGO INC
CL A COM
26603R106
50127772
508550
SH
SOLE
0
0
508550
E L F BEAUTY INC
COM
26856L103
3414161
56330
SH
SOLE
0
0
56330
ECHOSTAR CORP
CL A
278768106
137437487
1173977
SH
SOLE
0
0
1173977
ELBIT SYS LTD
ORD
M3760D101
94829768
111684
SH
SOLE
0
0
111684
EMBRAER S.A.
SPONSORED ADS
29082A107
125763594
2119373
SH
SOLE
0
0
2119373
EMCOR GROUP INC
COM
29084Q100
3902707
5286
SH
SOLE
0
0
5286
ENOVIX CORPORATION
COM
293594107
3030060
584954
SH
SOLE
0
0
584954
ENPHASE ENERGY INC
COM
29355A107
81155044
2146391
SH
SOLE
0
0
2146391
EQT CORP
COM
26884L109
285744
4490
SH
SOLE
0
0
4490
ERASCA INC
COM
29479A108
915739
56597
SH
SOLE
0
0
56597
ESTABLISHMENT LABS HLDGS INC
COM
G31249108
15247304
268533
SH
SOLE
0
0
268533
EVERQUOTE INC
COM CL A
30041R108
1147587
74422
SH
SOLE
0
0
74422
EXPAND ENERGY CORPORATION
COM
165167735
1139297
10378
SH
SOLE
0
0
10378
EZCORP INC
CL A NON VTG
302301106
4333381
170740
SH
SOLE
0
0
170740
FERGUSON ENTERPRISES INC
COMMON STOCK NEW
31488V107
500809
2147
SH
SOLE
0
0
2147
FIGMA INC
CLASS A COM STK
316841105
13774761
651597
SH
SOLE
0
0
651597
FIGURE TECHNOLOGY SOLUTIO
COM CL A
349381103
65545601
1930651
SH
SOLE
0
0
1930651
FIRST WATCH RESTAURANT GROUP
COM
33748L101
7767000
741126
SH
SOLE
0
0
741126
FLOOR & DECOR HLDGS INC
CL A
339750101
3030601
59658
SH
SOLE
0
0
59658
FRANCO NEV CORP
COM
351858105
83428785
337700
SH
SOLE
0
0
337700
FRESHPET INC
COM
358039105
47673037
808566
SH
SOLE
0
0
808566
FTAI AVIATION LTD
SHS
G3730V105
42020685
171513
SH
SOLE
0
0
171513
GAP INC
COM
364760108
88863562
3672048
SH
SOLE
0
0
3672048
GARRETT MOTION INC
COM
366505105
457902
25201
SH
SOLE
0
0
25201
GE AEROSPACE
COM NEW
369604301
33093257
116620
SH
SOLE
0
0
116620
GE VERNOVA INC
COM
36828A101
14391502
16487
SH
SOLE
0
0
16487
GLAUKOS CORP
COM
377322102
16460837
152897
SH
SOLE
0
0
152897
GRUPO AEROMEXICO SAB DE CV
SPONSORED ADS
40054J109
34152779
2437743
SH
SOLE
0
0
2437743
GUARDIAN METAL RES PLC
SPONSORED ADS
401382106
220265
12601
SH
SOLE
0
0
12601
HDFC BANK LTD
SPONSORED ADS
40415F101
2318965
93206
SH
SOLE
0
0
93206
HEARTFLOW INC
COM
42238D107
4473460
183866
SH
SOLE
0
0
183866
HEICO CORP NEW
COM
422806109
3843736
14018
SH
SOLE
0
0
14018
HEICO CORP NEW
CL A
422806208
6342326
30046
SH
SOLE
0
0
30046
HIMS & HERS HEALTH INC
COM CL A
433000106
2697824
129953
SH
SOLE
0
0
129953
HINGE HEALTH INC
CL A
433313103
5805169
150549
SH
SOLE
0
0
150549
HOWMET AEROSPACE INC
COM
443201108
2028509
8802
SH
SOLE
0
0
8802
HUBSPOT INC
COM
443573100
39499733
161818
SH
SOLE
0
0
161818
HUNTINGTON INGALLS INDS INC
COM
446413106
1822760
4798
SH
SOLE
0
0
4798
HUT 8 CORP
COM
44812J104
2880086
61396
SH
SOLE
0
0
61396
I-80 GOLD CORP
COM
44955L106
4770588
3138545
SH
SOLE
0
0
3138545
ICICI BANK LIMITED
ADR
45104G104
3585477
138435
SH
SOLE
0
0
138435
IMMUNOME INC
COM
45257U108
3701869
169267
SH
SOLE
0
0
169267
IMPINJ INC
COM
453204109
2628093
25590
SH
SOLE
0
0
25590
INTEL CORP
COM
458140100
22997114
521122
SH
SOLE
0
0
521122
INTERNATIONAL BUSINESS MACHS
COM
459200101
5290404
21826
SH
SOLE
0
0
21826
INTL GNRL INSURANCE HLDNGS L
SHS
G4809J106
29403942
1213785
SH
SOLE
0
0
1213785
INTUITIVE MACHINES INC
CLASS A COM
46125A100
2954733
159199
SH
SOLE
0
0
159199
INTUITIVE SURGICAL INC
COM NEW
46120E602
207241434
449557
SH
SOLE
0
0
449557
ISHARES INC
MSCI STH KOR ETF
464286772
4106443
33383
SH
SOLE
0
0
33383
JAMES HARDIE INDS PLC
ORD SHS
G4253H101
3953858
208757
SH
SOLE
0
0
208757
JOBY AVIATION INC
COMMON STOCK
G65163100
555625
67267
SH
SOLE
0
0
67267
JPMORGAN CHASE & CO
COM
46625H100
2687152
9135
SH
SOLE
0
0
9135
KARMAN HLDGS INC
COMMON STOCK
485924104
2284387
28537
SH
SOLE
0
0
28537
KNIFE RIVER CORP
COMMON STOCK
498894104
1687216
20664
SH
SOLE
0
0
20664
KORNIT DIGITAL LTD
SHS
M6372Q113
3209387
218921
SH
SOLE
0
0
218921
KRATOS DEFENSE & SEC SOLUTIO
COM NEW
50077B207
14103199
200017
SH
SOLE
0
0
200017
KRYSTAL BIOTECH INC
COM
501147102
10365865
40128
SH
SOLE
0
0
40128
KYMERA THERAPEUTICS INC
COM
501575104
19609215
235433
SH
SOLE
0
0
235433
LATTICE SEMICONDUCTOR CORP
COM
518415104
748109
8065
SH
SOLE
0
0
8065
LEGENCE CORP
CL A
52476L109
11241299
199102
SH
SOLE
0
0
199102
LEMONADE INC
COM
52567D107
6502047
103734
SH
SOLE
0
0
103734
LGI HOMES INC
COM
50187T106
6840199
173038
SH
SOLE
0
0
173038
LIBERTY MEDIA CORP DEL
COM LBTY ONE S C
531229755
8216418
96641
SH
SOLE
0
0
96641
LIVE NATION ENTERTAINMENT IN
COM
538034109
4351110
28530
SH
SOLE
0
0
28530
LIVE OAK BANCSHARES INC
COM
53803X105
39456280
1193114
SH
SOLE
0
0
1193114
LOAR HOLDINGS INC
COM SHS
53947R105
25257328
440868
SH
SOLE
0
0
440868
LOEWS CORP
COM
540424108
446066
4179
SH
SOLE
0
0
4179
LPL FINL HLDGS INC
COM
50212V100
58579423
194726
SH
SOLE
0
0
194726
LUMENTUM HLDGS INC
COM
55024U109
3297350
4692
SH
SOLE
0
0
4692
MADISON SQUARE GRDN SPRT COR
CL A
55825T103
12052179
37499
SH
SOLE
0
0
37499
MADRIGAL PHARMACEUTICALS INC
COM
558868105
15385307
29391
SH
SOLE
0
0
29391
MAGNOLIA OIL & GAS CORP
CL A
559663109
15359636
486526
SH
SOLE
0
0
486526
MAMAS CREATIONS INC
COM
56146T103
3579635
233353
SH
SOLE
0
0
233353
MARTIN MARIETTA MATLS INC
COM
573284106
40720526
69173
SH
SOLE
0
0
69173
MASTERCARD INCORPORATED
CL A
57636Q104
13856614
27732
SH
SOLE
0
0
27732
MAZE THERAPEUTICS INC
COM
578784100
521987
17487
SH
SOLE
0
0
17487
MCDONALDS CORP
COM
580135101
6761858
21757
SH
SOLE
0
0
21757
MDA SPACE LTD
COM
55293N109
48922317
1932161
SH
SOLE
0
0
1932161
MERCADOLIBRE INC
COM
58733R102
96050965
55552
SH
SOLE
0
0
55552
META PLATFORMS INC
CL A
30303M102
225457647
394067
SH
SOLE
0
0
394067
METALLUS INC
COM
887399103
1669932
102199
SH
SOLE
0
0
102199
MICRON TECHNOLOGY INC
COM
595112103
130272793
385605
SH
SOLE
0
0
385605
MICROSOFT CORP
COM
594918104
28794414
77787
SH
SOLE
0
0
77787
MONGODB INC
CL A
60937P106
2400215
9806
SH
SOLE
0
0
9806
MOODYS CORP
COM
615369105
9669481
22165
SH
SOLE
0
0
22165
MP MATERIALS CORP
COM CL A
553368101
341053
7067
SH
SOLE
0
0
7067
MURPHY USA INC
COM
626755102
4855725
9830
SH
SOLE
0
0
9830
NATERA INC
COM
632307104
151047391
755275
SH
SOLE
0
0
755275
NATIONAL VISION HLDGS INC
COM
63845R107
2752005
106255
SH
SOLE
0
0
106255
NEBIUS GROUP N.V.
SHS CLASS A
N97284108
98685410
951093
SH
SOLE
0
0
951093
NEKTAR THERAPEUTICS
COM NEW
640268306
19552988
271758
SH
SOLE
0
0
271758
NEPTUNE INS HLDGS INC
CL A
64073B103
2430877
100491
SH
SOLE
0
0
100491
NETFLIX INC.
COM
64110L106
403045727
4191843
SH
SOLE
0
0
4191843
NEW ERA ENERGY & DIGITAL INC
COM
64428N109
365104
89927
SH
SOLE
0
0
89927
NEW YORK TIMES CO MTN BE
CL A
650111107
113577777
1356477
SH
SOLE
0
0
1356477
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
N62509109
7729615
241475
SH
SOLE
0
0
241475
NLIGHT INC
COM
65487K100
44833971
786285
SH
SOLE
0
0
786285
NPK INTERNATIONAL INC
COM SHS
651718504
2327036
160596
SH
SOLE
0
0
160596
NU HLDGS LTD
ORD SHS CL A
G6683N103
10522102
732227
SH
SOLE
0
0
732227
NVIDIA CORPORATION
COM
67066G104
441653720
2532418
SH
SOLE
0
0
2532418
ON HLDG AG
NAMEN AKT A
H5919C104
844819
24833
SH
SOLE
0
0
24833
ONCE UPON A FARM PBC
COM
68237F108
211111
12912
SH
SOLE
0
0
12912
ONDAS INC
COM NEW
68236H204
232057
25670
SH
SOLE
0
0
25670
ONEWATER MARINE INC
CL A COM
68280L101
7571784
801247
SH
SOLE
0
0
801247
OPTION CARE HEALTH INC
COM NEW
68404L201
21566743
801142
SH
SOLE
0
0
801142
OSCAR HEALTH INC
CL A
687793109
12325566
1074592
SH
SOLE
0
0
1074592
PALANTIR TECHNOLOGIES INC
CL A
69608A108
40274248
275323
SH
SOLE
0
0
275323
PELOTON INTERACTIVE INC
CL A COM
70614W100
3911249
911713
SH
SOLE
0
0
911713
PENSKE AUTOMOTIVE GRP INC
COM
70959W103
6175699
41304
SH
SOLE
0
0
41304
PHATHOM PHARMACEUTICALS INC
COM
71722W107
1554167
139889
SH
SOLE
0
0
139889
PLANET LABS PBC
COM CL A
72703X106
10833532
387604
SH
SOLE
0
0
387604
POOL CORP
COM
73278L105
57046842
281950
SH
SOLE
0
0
281950
PORCH GROUP INC
COM
733245104
29934155
4174917
SH
SOLE
0
0
4174917
PROTO LABS INC
COM
743713109
1212644
21267
SH
SOLE
0
0
21267
PURECYCLE TECHNOLOGIES INC
COM
74623V103
411240
79237
SH
SOLE
0
0
79237
QNITY ELECTRONICS INC
COMMON STOCK
74743L100
1957768
16968
SH
SOLE
0
0
16968
QUANTA SVCS INC
COM
74762E102
205167401
373698
SH
SOLE
0
0
373698
QXO INC
COM NEW
82846H405
116300185
5988681
SH
SOLE
0
0
5988681
RADNET INC
COM
750491102
2766108
49492
SH
SOLE
0
0
49492
REDDIT INC
CL A
75734B100
50653849
376189
SH
SOLE
0
0
376189
RESIDEO TECHNOLOGIES INC
COM
76118Y104
10500834
311505
SH
SOLE
0
0
311505
RIVIAN AUTOMOTIVE INC
COM CL A
76954A103
53391094
3547581
SH
SOLE
0
0
3547581
ROBINHOOD MKTS INC
COM CL A
770700102
100293386
1447235
SH
SOLE
0
0
1447235
ROBLOX CORP
CL A
771049103
95052360
1680558
SH
SOLE
0
0
1680558
ROCKET LAB CORP
COM
773121108
1519188
23656
SH
SOLE
0
0
23656
ROKU INC
COM CL A
77543R102
25768544
272337
SH
SOLE
0
0
272337
SAMSARA INC
COM CL A
79589L106
2046477
64578
SH
SOLE
0
0
64578
SANA BIOTECHNOLOGY INC
COM
799566104
275892
95796
SH
SOLE
0
0
95796
SELECT WATER SOLUTIONS INC
CL A COM
81617J301
2978099
194647
SH
SOLE
0
0
194647
SEMTECH CORP
COM
816850101
2124548
27631
SH
SOLE
0
0
27631
SENSIENT TECHNOLOGIES CORP
COM
81725T100
1674343
19370
SH
SOLE
0
0
19370
SERVICENOW INC
COM
81762P102
5581820
53389
SH
SOLE
0
0
53389
SERVICETITAN INC
SHS CL A
81764X103
37737441
594665
SH
SOLE
0
0
594665
SHAKE SHACK INC
CL A
819047101
102233867
1155577
SH
SOLE
0
0
1155577
SHARKNINJA INC
COM SHS
G8068L108
101357631
957107
SH
SOLE
0
0
957107
SHERWIN WILLIAMS CO
COM
824348106
6103913
19042
SH
SOLE
0
0
19042
SHOPIFY INC
CL A SUB VTG SHS
82509L107
255595621
2154743
SH
SOLE
0
0
2154743
SI BONE INC
COM
825704109
13242757
1048516
SH
SOLE
0
0
1048516
SIRIUSPOINT LTD
COM
G8192H106
63452575
2945802
SH
SOLE
0
0
2945802
SITEONE LANDSCAPE SUPPLY INC
COM
82982L103
31999591
240400
SH
SOLE
0
0
240400
SITIME CORP
COM
82982T106
112607584
326068
SH
SOLE
0
0
326068
SKYWARD SPECIALTY INS GROUP
COM
830940102
3983965
91208
SH
SOLE
0
0
91208
SMITH DOUGLAS HOMES CORP
COM SHS CL A
83207R107
2338560
182700
SH
SOLE
0
0
182700
SOLARIS ENERGY INFRAS INC
COM CL A
83418M103
23057380
408023
SH
SOLE
0
0
408023
SPHERE ENTERTAINMENT CO
CL A
55826T102
65915052
561457
SH
SOLE
0
0
561457
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
56968197
117482
SH
SOLE
0
0
117482
SPROUTS FMRS MKT INC
COM
85208M102
31411832
407258
SH
SOLE
0
0
407258
STOKE THERAPEUTICS INC
COM
86150R107
3667135
112627
SH
SOLE
0
0
112627
SUNCOR ENERGY INC NEW
COM
867224107
9852241
149028
SH
SOLE
0
0
149028
T1 ENERGY INC
COM NEW
35834F104
772824
176042
SH
SOLE
0
0
176042
TAIWAN SEMICONDUCTOR MANUFAC
SPONSORED ADS
874039100
26875474
79525
SH
SOLE
0
0
79525
TALEN ENERGY CORP
COM
87422Q109
38365381
120181
SH
SOLE
0
0
120181
TAMBORAN RES CORP
COM
87507T101
42044739
841063
SH
SOLE
0
0
841063
TAPESTRY INC
COM
876030107
810536
5744
SH
SOLE
0
0
5744
TEMPUS AI INC
CL A
88023B103
17389261
384548
SH
SOLE
0
0
384548
TESLA INC
COM
88160R101
230373607
619700
SH
SOLE
0
0
619700
TEXAS ROADHOUSE INC
COM
882681109
29752944
180168
SH
SOLE
0
0
180168
THE REALREAL INC
COM
88339P101
465150
51228
SH
SOLE
0
0
51228
THREDUP INC
CL A
88556E102
7790407
2375124
SH
SOLE
0
0
2375124
TKO GROUP HOLDINGS INC
CL A
87256C101
113914303
564911
SH
SOLE
0
0
564911
TOAST INC
CL A
888787108
107873485
4069162
SH
SOLE
0
0
4069162
TOWER SEMICONDUCTOR LTD
SHS NEW
M87915274
82732854
471466
SH
SOLE
0
0
471466
TRANSDIGM GROUP INC
COM
893641100
24895388
21481
SH
SOLE
0
0
21481
TRANSMEDICS GROUP INC
COM
89377M109
609383
6130
SH
SOLE
0
0
6130
TRANSOCEAN LTD
REGISTERED SHS
H8817H100
2117257
319345
SH
SOLE
0
0
319345
TRISALUS LIFE SCIENCES INC
COM
89680M101
3554060
888515
SH
SOLE
0
0
888515
TWFG INC
COM CL A
87318A101
4112721
223639
SH
SOLE
0
0
223639
UMH PPTYS INC
COM
903002103
217518
15074
SH
SOLE
0
0
15074
UNIVERSAL TECHNICAL INST INC
COM
913915104
10079950
279223
SH
SOLE
0
0
279223
VAXCYTE INC
COM
92243G108
998039
17175
SH
SOLE
0
0
17175
VERA BRADLEY INC
COM
92335C106
263076
83252
SH
SOLE
0
0
83252
VERTIV HOLDINGS CO
COM CL A
92537N108
4849976
19355
SH
SOLE
0
0
19355
VIA TRANSN INC
COM CL A
92556W104
23093565
1539571
SH
SOLE
0
0
1539571
VICTORIAS SECRET AND CO
COMMON STOCK
926400102
2114387
45608
SH
SOLE
0
0
45608
VITA COCO CO INC
COM
92846Q107
8715643
181917
SH
SOLE
0
0
181917
VULCAN MATLS CO
COM
929160109
5855267
21503
SH
SOLE
0
0
21503
WALMART INC
COM
931142103
7068549
56876
SH
SOLE
0
0
56876
WARBY PARKER INC
CL A COM
93403J106
6589432
312740
SH
SOLE
0
0
312740
WASTE CONNECTIONS INC
COM
94106B101
5498919
33852
SH
SOLE
0
0
33852
WHEATON PRECIOUS METALS CORP
COM
962879102
6017551
45932
SH
SOLE
0
0
45932
WOODWARD INC
COM
980745103
16399536
45819
SH
SOLE
0
0
45819
XOMETRY INC
CLASS A COM
98423F109
37621032
921181
SH
SOLE
0
0
921181
ZILLOW GROUP INC
CL C CAP STK
98954M200
1233248
29803
SH
SOLE
0
0
29803