GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings245 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 2.1M | $430.1M | 7.1% | $214.41 | -8.92% | 17 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.1M | $219.7M | 3.6% | $107.79 | -5.37% | 17 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 614,572 | $212.3M | 3.5% | $35.66 | -5.10% | 17 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 2.8M | $170.3M | 2.8% | $27.14 | +117.05% | 15 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA CORP | 603,619 | $167.7M | 2.8% | $16.26 | +68.22% | 17 qtrssince 2019-Q1 | Increased 56 |
Impinj, Inc. | 995,046 | $134.8M | 2.2% | $42.88 | +210.47% | 17 qtrssince 2019-Q1 | Decreased 0 |
DUOLINGO INC | 924,894 | $131.9M | 2.2% | $160.80 | -15.41% | 7 qtrssince 2021-Q3 | Increased 55 |
SHOCKWAVE MED INC | 599,958 | $130.1M | 2.2% | — | — | 17 qtrssince 2019-Q1 | Decreased 0 |
MONGODB INC | 545,529 | $127.2M | 2.1% | $159.11 | +37.60% | 17 qtrssince 2019-Q1 | Increased 55 |
ALNYLAM PHARMACEUTICALS INC | 621,208 | $124.4M | 2.1% | $96.16 | +108.32% | 17 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 586,607 | $124.3M | 2.1% | $143.34 | +43.99% | 17 qtrssince 2019-Q1 | Increased 66 |
INSPIRE MED SYS INC | 511,673 | $119.8M | 2.0% | $70.49 | +237.65% | 17 qtrssince 2019-Q1 | Decreased 0 |
HUBSPOT INC | 278,687 | $119.5M | 2.0% | $166.21 | +150.87% | 17 qtrssince 2019-Q1 | Decreased 0 |
CALIX INC | 2.2M | $115.8M | 1.9% | $15.82 | +229.18% | 17 qtrssince 2019-Q1 | Decreased 0 |
FRESHPET INC | 1.7M | $114.6M | 1.9% | $46.60 | +41.37% | 17 qtrssince 2019-Q1 | Increased 53 |
INTUITIVE SURGICAL INC | 424,986 | $108.6M | 1.8% | $304.23 | -17.40% | 17 qtrssince 2019-Q1 | Increased 47 |
POOL CORP | 309,593 | $106M | 1.8% | $151.27 | +113.55% | 17 qtrssince 2019-Q1 | Increased 47 |
ELI LILLY & CO | 296,067 | $101.7M | 1.7% | $329.90 | +1.00% | 4 qtrssince 2022-Q2 | Increased 60 |
DICKS SPORTING GOODS INC | 630,425 | $89.5M | 1.5% | $96.63 | +32.69% | 8 qtrssince 2021-Q2 | Decreased 0 |
MERCADOLIBRE INC | 67,167 | $88.5M | 1.5% | $692.98 | +82.80% | 17 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $6B across 245 positions as of Q1 2023. Top holdings: TSLA (7.1%), AMZN (3.6%), NFLX (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 23 new positions, 22 exits, 78 increased. Top move: META (INCREASED, conviction 66). Portfolio: $6.0B across 245 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
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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