GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings284 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NETFLIX INC | 1.4M | $522.2M | 5.3% | $35.66 | +3.00% | 2 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 221,247 | $419M | 4.2% | $89.04 | +6.33% | 2 qtrssince 2019-Q1 | Decreased 0 |
ROKU INC | 3.5M | $319.3M | 3.2% | $64.51 | +40.41% | 2 qtrssince 2019-Q1 | Decreased 0 |
OKTA INC | 2.1M | $257.5M | 2.6% | $82.73 | +49.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
EXACT SCIENCES CORP | 1.9M | $222.9M | 2.2% | $86.62 | +36.27% | 2 qtrssince 2019-Q1 | Decreased 0 |
ETSY INC | 3.6M | $219.6M | 2.2% | $67.22 | -8.70% | 2 qtrssince 2019-Q1 | Decreased 0 |
RINGCENTRAL INC | 1.8M | $207.9M | 2.1% | $107.22 | +6.60% | 2 qtrssince 2019-Q1 | Decreased 0 |
MONGODB INC | 1.3M | $193.6M | 2.0% | $147.02 | +3.45% | 2 qtrssince 2019-Q1 | Decreased 0 |
Ocado Group PLC | 12.7M | $189.2M | 1.9% | $17.58 | -15.47% | 2 qtrssince 2019-Q1 | Decreased 0 |
CHEGG INC | 4.6M | $178.2M | 1.8% | $38.12 | +1.23% | 2 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK TIMES CO-A | 5.2M | $169.1M | 1.7% | $30.87 | -0.55% | 2 qtrssince 2019-Q1 | Decreased 0 |
SHAKE SHACK INC | 2.3M | $169M | 1.7% | $60.91 | +18.53% | 2 qtrssince 2019-Q1 | Increased 55 |
AVI BIOPHARMA INC | 992,007 | $150.7M | 1.5% | $119.19 | +27.49% | 2 qtrssince 2019-Q1 | Decreased 0 |
AUTODESK INC | 878,286 | $143.1M | 1.4% | $156.54 | +4.06% | 2 qtrssince 2019-Q1 | Increased 53 |
HUBSPOT INC | 774,003 | $132M | 1.3% | $166.21 | +2.59% | 2 qtrssince 2019-Q1 | Decreased 0 |
INVITAE CORP | 5.2M | $122.5M | 1.2% | — | — | 2 qtrssince 2019-Q1 | Decreased 0 |
BLOCK INC | 1.7M | $122.4M | 1.2% | $74.92 | -3.19% | 2 qtrssince 2019-Q1 | Decreased 0 |
| 3.5M | $117.6M | 1.2% | — | — | 2 qtrssince 2019-Q1 | Decreased 0 | |
UBER TECHNOLOGIES INC | 2.5M | $117.1M | 1.2% | $46.38 | 0.00% | 1 qtr | New 69 |
FRESHPET INC | 2.5M | $115.9M | 1.2% | $42.29 | +7.61% | 2 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $9.9B across 284 positions as of Q2 2019. Top holdings: NFLX (5.3%), AMZN (4.2%), ROKU (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 35 new positions, 27 exits, 70 increased. Top move: UBER (NEW, conviction 69). Portfolio: $9.9B across 284 positions.
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Position Outcomes
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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