GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings292 positions
Netflix, Inc. | 1.3M | $473.2M | 5.7% | $35.66 | +5.31% | 5 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 176,057 | $343.3M | 4.1% | $89.04 | +9.49% | 5 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 540,757 | $283.4M | 3.4% | $20.03 | +74.40% | 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 | 465,388 | $194M | 2.3% | $24.69 | +68.86% | 5 qtrssince 2019-Q1 | Decreased 0 |
ZOOM VIDEO COMMUNICATIONS IN | 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 COM | 2.3M | $144.7M | 1.7% | $42.29 | +51.03% | 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 | -7.13% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALNYLAM PHARMACEUTICALS INC | 919,177 | $100.1M | 1.2% | $93.45 | +16.48% | 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 | -13.21% | 5 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK TIMES CO | 3M | $92.1M | 1.1% | $30.58 | -5.93% | 5 qtrssince 2019-Q1 | Decreased 0 |
SAREPTA THERAPEUTICS 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 Score: 3.5/5.0.
Active quarter - 37 new positions, 45 exits, 57 increased. Top move: DOCU (INCREASED, conviction 77). Portfolio: $8.3B across 292 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR