GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings276 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NETFLIX INC | 1.6M | $561.5M | 6.0% | $35.66 | 0.00% | 1 qtr | New 97 |
AMAZON.COM INC | 249,106 | $443.6M | 4.7% | $89.04 | 0.00% | 1 qtr | New 86 |
Ocado Group PLC | 14.2M | $253.4M | 2.7% | $17.58 | 0.00% | 1 qtr | New 80 |
ETSY INC | 3.6M | $242.8M | 2.6% | $67.22 | 0.00% | 1 qtr | New 79 |
RINGCENTRAL INC | 2.1M | $230.5M | 2.5% | $107.22 | 0.00% | 1 qtr | New 79 |
ROKU INC | 3.5M | $228.5M | 2.4% | $64.51 | 0.00% | 1 qtr | New 79 |
MONGODB INC | 1.4M | $199.6M | 2.1% | $147.02 | 0.00% | 1 qtr | New 79 |
CHEGG INC | 4.9M | $187.7M | 2.0% | $38.12 | 0.00% | 1 qtr | New 79 |
META PLATFORMS INC-CLASS A | 1.1M | $179.5M | 1.9% | $165.53 | 0.00% | 1 qtr | New 70 |
EXACT SCIENCES CORP | 2M | $173.7M | 1.9% | $86.62 | 0.00% | 1 qtr | New 70 |
OKTA INC | 2.1M | $173M | 1.8% | $82.73 | 0.00% | 1 qtr | New 70 |
NEW YORK TIMES CO-A | 5.2M | $171.2M | 1.8% | $30.87 | 0.00% | 1 qtr | New 69 |
TESLA INC | 552,801 | $154.7M | 1.7% | $18.66 | 0.00% | 1 qtr | New 69 |
2U INC | 2M | $144.9M | 1.5% | — | — | 1 qtr | New 69 |
BLOCK INC | 1.8M | $136.2M | 1.5% | $74.92 | 0.00% | 1 qtr | New 69 |
ARISTA NETWORKS INC | 427,373 | $134.4M | 1.4% | — | — | — | — |
HUBSPOT INC | 783,329 | $130.2M | 1.4% | $166.21 | 0.00% | 1 qtr | New 69 |
INVITAE CORP | 5.5M | $129.5M | 1.4% | — | — | 1 qtr | New 69 |
AUTODESK INC | 788,435 | $122.9M | 1.3% | $155.82 | 0.00% | 1 qtr | New 69 |
SHAKE SHACK INC | 2M | $119.7M | 1.3% | $59.15 | 0.00% | 1 qtr | New 69 |
GILDER GAGNON HOWE & CO LLC manages $9.4B across 276 positions as of Q1 2019. Top holdings: NFLX (6.0%), AMZN (4.7%), OCDGF (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 276 new positions, 0 exits, 0 increased. Top move: NFLX (NEW, conviction 97). Portfolio: $9.4B across 276 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer