GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings403 positions
TESLA INC | 1.6M | $1B | 5.6% | $20.03 | +1011.49% | 9 qtrssince 2019-Q1 | Decreased 0 |
ROKU INC | 1.8M | $588.1M | 3.2% | $64.51 | +383.58% | 9 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 1M | $537.3M | 2.9% | $35.66 | +46.30% | 9 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 150,847 | $466.7M | 2.5% | $89.04 | +73.75% | 9 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC | 404,258 | $447.3M | 2.4% | $24.69 | +348.15% | 9 qtrssince 2019-Q1 | Decreased 0 |
PELOTON INTERACTIVE INC | 3.4M | $381.5M | 2.1% | $28.91 | +270.66% | 7 qtrssince 2019-Q3 | Decreased 0 |
CARVANA CO | 1.4M | $364.8M | 2.0% | $17.77 | +195.32% | 9 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC | 4.9M | $346.1M | 1.9% | $24.34 | +170.37% | 7 qtrssince 2019-Q3 | Decreased 0 |
SHAKE SHACK INC | 2.9M | $331.7M | 1.8% | $58.83 | +91.70% | 9 qtrssince 2019-Q1 | Decreased 0 |
FRESHPET INC | 1.8M | $291.2M | 1.6% | $42.29 | +275.53% | 9 qtrssince 2019-Q1 | Decreased 0 |
Ocado Group PLC | 10.2M | $285.6M | 1.5% | $17.58 | +60.41% | 9 qtrssince 2019-Q1 | Decreased 0 |
ZOOM VIDEO COMMUNICATIONS IN | 876,005 | $281.5M | 1.5% | $83.67 | +274.33% | 8 qtrssince 2019-Q2 | Decreased 0 |
DOCUSIGN INC | 1.4M | $280.4M | 1.5% | $89.32 | +120.48% | 9 qtrssince 2019-Q1 | Decreased 0 |
BLOCK INC | 1.2M | $272.1M | 1.5% | $99.78 | +113.30% | 9 qtrssince 2019-Q1 | Increased 58 |
INVITAE CORP | 7M | $266.6M | 1.4% | — | — | 9 qtrssince 2019-Q1 | Decreased 0 |
HUBSPOT INC | 586,378 | $266.3M | 1.4% | $166.21 | +173.27% | 9 qtrssince 2019-Q1 | Decreased 0 |
OKTA INC | 1.2M | $254M | 1.4% | $82.73 | +158.13% | 9 qtrssince 2019-Q1 | Decreased 0 |
ENPHASE ENERGY INC | 1.4M | $235M | 1.3% | $13.17 | +1131.55% | 9 qtrssince 2019-Q1 | Decreased 0 |
1LIFE HEALTHCARE INC | 5.9M | $228.8M | 1.2% | — | — | 5 qtrssince 2020-Q1 | Decreased 0 |
TELADOC HEALTH INC | 1.2M | $222.6M | 1.2% | $112.51 | +55.30% | 9 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $18.6B across 403 positions as of Q1 2021. Top holdings: TSLA (5.6%), ROKU (3.2%), NFLX (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 85 new positions, 28 exits, 94 increased. Top move: XYZ (INCREASED, conviction 58). Portfolio: $18.6B across 403 positions.
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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
Verify source filings on SEC EDGAR