GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings289 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 918,487 | $989.8M | 9.1% | $112.66 | +223.67% | 13 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 137,541 | $448.4M | 4.1% | $89.15 | +86.54% | 13 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 3.3M | $399M | 3.7% | $24.34 | +411.15% | 11 qtrssince 2019-Q3 | Decreased 0 |
NETFLIX INC | 885,791 | $331.8M | 3.1% | $35.66 | +6.98% | 13 qtrssince 2019-Q1 | Decreased 0 |
MONGODB INC | 570,651 | $253.1M | 2.3% | $152.89 | +181.40% | 13 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 357,084 | $241.4M | 2.2% | $24.57 | +187.21% | 13 qtrssince 2019-Q1 | Decreased 0 |
SHOCKWAVE MED INC | 1.2M | $240.8M | 2.2% | — | — | 13 qtrssince 2019-Q1 | Decreased 0 |
ENPHASE ENERGY INC | 979,896 | $197.7M | 1.8% | $12.99 | +1413.85% | 13 qtrssince 2019-Q1 | Decreased 0 |
HUBSPOT INC | 399,775 | $189.9M | 1.8% | $166.21 | +204.15% | 13 qtrssince 2019-Q1 | Decreased 0 |
ROKU INC | 1.5M | $186.4M | 1.7% | $64.51 | +101.44% | 13 qtrssince 2019-Q1 | Decreased 0 |
INSPIRE MED SYS INC | 653,145 | $167.7M | 1.5% | $70.49 | +266.02% | 13 qtrssince 2019-Q1 | Decreased 0 |
FRESHPET INC | 1.6M | $164.8M | 1.5% | $43.18 | +142.99% | 13 qtrssince 2019-Q1 | Increased 48 |
SHAKE SHACK INC | 2.2M | $151.9M | 1.4% | $58.35 | +15.76% | 13 qtrssince 2019-Q1 | Decreased 0 |
BLOCK INC | 1.1M | $145.2M | 1.3% | $103.64 | +35.17% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 51,523 | $143.9M | 1.3% | $63.32 | +123.58% | 13 qtrssince 2019-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 476,495 | $143.7M | 1.3% | $304.47 | -0.01% | 13 qtrssince 2019-Q1 | Decreased 0 |
OKTA INC | 915,890 | $138.3M | 1.3% | $82.73 | +84.46% | 13 qtrssince 2019-Q1 | Decreased 0 |
POOL CORP | 311,549 | $131.7M | 1.2% | $150.08 | +162.78% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALNYLAM PHARMACEUTICALS INC | 791,224 | $129.2M | 1.2% | $95.86 | +72.38% | 13 qtrssince 2019-Q1 | Decreased 0 |
CONFLUENT INC | 3M | $124.8M | 1.2% | $54.51 | -23.98% | 4 qtrssince 2021-Q2 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $10.8B across 289 positions as of Q1 2022. Top holdings: TSLA (9.1%), AMZN (4.1%), NET (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 15 new positions, 127 exits, 60 increased. Top move: FRPT (INCREASED, conviction 48). Portfolio: $10.8B across 289 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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