GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings403 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 1.6M | $1B | 5.6% | $112.66 | +88.05% | 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 | +43.97% | 9 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 150,847 | $466.7M | 2.5% | $89.04 | +71.56% | 9 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 404,258 | $447.3M | 2.4% | $24.57 | +326.87% | 9 qtrssince 2019-Q1 | Decreased 0 |
PELOTON INTERACTIVE INC-A | 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 - CLASS A | 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% | $58.35 | +90.98% | 9 qtrssince 2019-Q1 | Decreased 0 |
FRESHPET INC | 1.8M | $291.2M | 1.6% | $42.29 | +259.97% | 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 COMMUNICATIONS INC | 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 | +162.10% | 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% | $12.99 | +1059.35% | 9 qtrssince 2019-Q1 | Decreased 0 |
1LIFE HEALTHCARE INC COM | 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 Rating: 4/5.0.
Active quarter - 85 new positions, 28 exits, 94 increased. Top move: XYZ (INCREASED, conviction 58). Portfolio: $18.6B across 403 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