GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings318 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 519,846 | $561.3M | 4.4% | $20.00 | +236.49% | 6 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 1.2M | $525.7M | 4.1% | $35.66 | +25.41% | 6 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 163,847 | $452M | 3.5% | $89.04 | +50.52% | 6 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 455,836 | $432.7M | 3.4% | $24.57 | +275.46% | 6 qtrssince 2019-Q1 | Decreased 0 |
OKTA INC | 1.6M | $323.3M | 2.5% | $82.73 | +141.56% | 6 qtrssince 2019-Q1 | Decreased 0 |
RINGCENTRAL INC | 1M | $299.1M | 2.3% | $107.90 | +162.74% | 6 qtrssince 2019-Q1 | Decreased 0 |
ZOOM COMMUNICATIONS INC | 1.2M | $297.2M | 2.3% | $83.67 | +197.08% | 5 qtrssince 2019-Q2 | Decreased 0 |
ROKU INC | 2.4M | $283.1M | 2.2% | $64.51 | +78.34% | 6 qtrssince 2019-Q1 | Decreased 0 |
Ocado Group PLC | 11M | $275M | 2.2% | $17.58 | +42.95% | 6 qtrssince 2019-Q1 | Decreased 0 |
DOCUSIGN INC | 1.5M | $258M | 2.0% | $89.32 | +92.19% | 6 qtrssince 2019-Q1 | Increased 54 |
INVITAE CORP | 7.3M | $220.8M | 1.7% | — | — | 6 qtrssince 2019-Q1 | Increased 56 |
PELOTON INTERACTIVE INC-A | 3.7M | $213.1M | 1.7% | $28.91 | +97.87% | 4 qtrssince 2019-Q3 | Increased 54 |
DEXCOM INC | 503,868 | $204.3M | 1.6% | $30.55 | +225.88% | 6 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 5.1M | $183.4M | 1.4% | $23.89 | +46.99% | 4 qtrssince 2019-Q3 | Increased 63 |
TELADOC HEALTH INC | 944,968 | $180.3M | 1.4% | $55.60 | +236.96% | 6 qtrssince 2019-Q1 | Decreased 0 |
CARVANA CO | 1.5M | $178.6M | 1.4% | $17.77 | +35.28% | 6 qtrssince 2019-Q1 | Increased 71 |
FRESHPET INC | 2.1M | $178.3M | 1.4% | $42.29 | +92.95% | 6 qtrssince 2019-Q1 | Decreased 0 |
MONGODB INC | 787,306 | $178.2M | 1.4% | $147.02 | +49.93% | 6 qtrssince 2019-Q1 | Decreased 0 |
SHAKE SHACK INC | 3M | $158.4M | 1.2% | $58.35 | -12.31% | 6 qtrssince 2019-Q1 | Increased 62 |
SPOTIFY TECHNOLOGY SA | 585,628 | $151.2M | 1.2% | $121.43 | +118.35% | 2 qtrssince 2020-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $12.8B across 318 positions as of Q2 2020. Top holdings: TSLA (4.4%), NFLX (4.1%), AMZN (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 48 new positions, 22 exits, 85 increased. Top move: CVNA (INCREASED, conviction 71). Portfolio: $12.8B across 318 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