GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings257 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 465,943 | $421M | 5.3% | $16.33 | +453.20% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2M | $368M | 4.6% | $107.83 | +67.28% | 21 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 560,608 | $340.5M | 4.3% | $35.68 | +70.22% | 21 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 527,375 | $256.1M | 3.2% | $146.75 | +228.95% | 21 qtrssince 2019-Q1 | Increased 57 |
TESLA INC | 1.4M | $250.4M | 3.1% | $214.41 | -18.01% | 21 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 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 | +142.71% | 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% | $305.51 | +30.63% | 21 qtrssince 2019-Q1 | Decreased 0 |
MONGODB INC | 477,837 | $171.4M | 2.1% | $159.11 | +125.41% | 21 qtrssince 2019-Q1 | Decreased 0 |
SHAKE SHACK INC | 1.6M | $171.2M | 2.1% | $58.32 | +78.37% | 21 qtrssince 2019-Q1 | Decreased 0 |
SHOCKWAVE MED 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 - A | 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% | — | — | — | — |
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% | $34.80 | +25.59% | 4 qtrssince 2023-Q2 | Decreased 0 |
DICKS 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 Rating: 4/5.0.
Active quarter - 37 new positions, 29 exits, 60 increased. Top move: APPF (INCREASED, conviction 62). Portfolio: $8.0B across 257 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