GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings257 positions
NVIDIA Corp | 465,943 | $421M | 5.3% | $10.76 | +737.65% | 21 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 2M | $368M | 4.6% | $89.23 | +102.14% | 21 qtrssince 2019-Q1 | Decreased 0 |
Netflix Inc | 560,608 | $340.5M | 4.3% | $35.67 | +70.25% | 21 qtrssince 2019-Q1 | Decreased 0 |
Facebook Inc | 527,375 | $256.1M | 3.2% | $147.31 | +226.85% | 21 qtrssince 2019-Q1 | Increased 57 |
Tesla Inc | 1.4M | $250.4M | 3.1% | $20.03 | +777.59% | 21 qtrssince 2019-Q1 | Decreased 0 |
Cloudflare Inc | 2.4M | $228.7M | 2.9% | $27.15 | +256.70% | 19 qtrssince 2019-Q3 | Decreased 0 |
Eli Lilly & Co | 262,186 | $204M | 2.5% | $338.38 | +126.75% | 8 qtrssince 2022-Q2 | Decreased 0 |
FRESHPET INC | 1.6M | $181.3M | 2.3% | $47.74 | +142.68% | 21 qtrssince 2019-Q1 | Decreased 0 |
Duolingo Inc | 802,200 | $176.9M | 2.2% | $161.51 | +36.57% | 11 qtrssince 2021-Q3 | Increased 53 |
Intuitive Surgical Inc | 433,565 | $173M | 2.2% | $196.19 | +103.42% | 21 qtrssince 2019-Q1 | Decreased 0 |
MongoDB Inc | 477,837 | $171.4M | 2.1% | $159.49 | +124.87% | 21 qtrssince 2019-Q1 | Decreased 0 |
Shake Shack Inc | 1.6M | $171.2M | 2.1% | $58.76 | +77.05% | 21 qtrssince 2019-Q1 | Decreased 0 |
Shockwave Medical Inc | 523,913 | $170.6M | 2.1% | — | — | 21 qtrssince 2019-Q1 | Decreased 0 |
HubSpot Inc | 236,714 | $148.3M | 1.9% | $166.21 | +276.97% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPFOLIO INC | 569,432 | $140.5M | 1.8% | $141.37 | +74.54% | 21 qtrssince 2019-Q1 | Increased 62 |
Pool Corp | 310,802 | $125.4M | 1.6% | $157.96 | +143.89% | 21 qtrssince 2019-Q1 | Decreased 0 |
Arista Networks Inc | 402,950 | $116.8M | 1.5% | $35.45 | +104.52% | 21 qtrssince 2019-Q1 | Decreased 0 |
PROCORE TECHNOLOGIES INC | 1.4M | $114.2M | 1.4% | $88.57 | -7.23% | 12 qtrssince 2021-Q2 | Increased 51 |
Intel Corp | 2.6M | $113.5M | 1.4% | $34.90 | +25.24% | 4 qtrssince 2023-Q2 | Decreased 0 |
Dick's Sporting Goods Inc | 500,540 | $112.6M | 1.4% | $96.63 | +123.93% | 12 qtrssince 2021-Q2 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $8B across 257 positions as of Q1 2024. Top holdings: NVDA (5.3%), AMZN (4.6%), NFLX (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 37 new positions, 30 exits, 61 increased. Top move: APPF (INCREASED, conviction 62). Portfolio: $8.0B across 257 positions.
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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
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