GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings292 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NETFLIX INC | 1.3M | $473.2M | 5.7% | $35.66 | +4.04% | 5 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 176,057 | $343.3M | 4.1% | $89.04 | +10.29% | 5 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 540,757 | $283.4M | 3.4% | $20.00 | +67.42% | 5 qtrssince 2019-Q1 | Decreased 0 |
RINGCENTRAL INC | 1.2M | $245.2M | 2.9% | $107.90 | +95.35% | 5 qtrssince 2019-Q1 | Increased 53 |
ROKU INC | 2.7M | $240.3M | 2.9% | $64.51 | +38.91% | 5 qtrssince 2019-Q1 | Decreased 0 |
OKTA INC | 1.7M | $210.6M | 2.5% | $82.73 | +51.02% | 5 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 465,388 | $194M | 2.3% | $24.57 | +75.19% | 5 qtrssince 2019-Q1 | Decreased 0 |
ZOOM COMMUNICATIONS INC | 1.2M | $178.5M | 2.1% | $83.67 | +80.34% | 4 qtrssince 2019-Q2 | Increased 63 |
Ocado Group PLC | 11.6M | $175.4M | 2.1% | $17.58 | -13.88% | 5 qtrssince 2019-Q1 | Decreased 0 |
TELADOC HEALTH INC | 1.1M | $164M | 2.0% | $55.60 | +194.17% | 5 qtrssince 2019-Q1 | Decreased 0 |
DEXCOM INC | 588,796 | $158.5M | 1.9% | $30.55 | +127.51% | 5 qtrssince 2019-Q1 | Decreased 0 |
FRESHPET INC | 2.3M | $144.7M | 1.7% | $42.29 | +51.48% | 5 qtrssince 2019-Q1 | Decreased 0 |
DOCUSIGN INC | 1.5M | $135.2M | 1.6% | $87.33 | +0.93% | 5 qtrssince 2019-Q1 | Increased 77 |
GALAPAGOS NV NPV ISIN BE0003818359 SEDOL B07Q2V5 | 653,136 | $129.7M | 1.6% | $118.66 | +51.90% | 5 qtrssince 2019-Q1 | Decreased 0 |
MONGODB INC | 911,205 | $124.4M | 1.5% | $147.02 | -7.20% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALNYLAM PHARMACEUTICALS INC | 919,177 | $100.1M | 1.2% | $93.45 | +16.46% | 5 qtrssince 2019-Q1 | Decreased 0 |
AUTODESK INC | 595,670 | $93M | 1.1% | $156.54 | -0.41% | 5 qtrssince 2019-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 186,266 | $92.2M | 1.1% | $190.19 | -11.63% | 5 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK TIMES CO-A | 3M | $92.1M | 1.1% | $30.87 | -2.20% | 5 qtrssince 2019-Q1 | Decreased 0 |
AVI BIOPHARMA INC | 928,282 | $90.8M | 1.1% | $119.19 | -17.34% | 5 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $8.3B across 292 positions as of Q1 2020. Top holdings: NFLX (5.7%), AMZN (4.1%), TSLA (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 36 new positions, 44 exits, 57 increased. Top move: DOCU (INCREASED, conviction 77). Portfolio: $8.3B across 292 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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