GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings420 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 1.4M | $975.6M | 4.8% | $112.66 | +101.41% | 10 qtrssince 2019-Q1 | Decreased 0 |
ROKU INC | 1.6M | $755.3M | 3.7% | $64.51 | +582.81% | 10 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 390,755 | $570.9M | 2.8% | $24.57 | +503.65% | 10 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 982,657 | $519M | 2.5% | $35.66 | +49.61% | 10 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 149,103 | $512.9M | 2.5% | $89.04 | +93.63% | 10 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 4.8M | $509.1M | 2.5% | $24.34 | +342.12% | 8 qtrssince 2019-Q3 | Decreased 0 |
PELOTON INTERACTIVE INC-A | 3.3M | $403.6M | 2.0% | $28.91 | +334.68% | 8 qtrssince 2019-Q3 | Decreased 0 |
DOCUSIGN INC | 1.3M | $367.6M | 1.8% | $89.32 | +218.49% | 10 qtrssince 2019-Q1 | Decreased 0 |
CARVANA CO | 1.2M | $361M | 1.8% | $17.77 | +239.69% | 10 qtrssince 2019-Q1 | Decreased 0 |
ZOOM COMMUNICATIONS INC | 857,214 | $331.8M | 1.6% | $83.67 | +371.79% | 9 qtrssince 2019-Q2 | Decreased 0 |
SHAKE SHACK INC | 2.9M | $310.3M | 1.5% | $58.35 | +81.23% | 10 qtrssince 2019-Q1 | Decreased 0 |
HUBSPOT INC | 524,343 | $305.5M | 1.5% | $166.21 | +258.85% | 10 qtrssince 2019-Q1 | Decreased 0 |
SHOCKWAVE MED INC | 1.5M | $284.8M | 1.4% | — | — | 10 qtrssince 2019-Q1 | Decreased 0 |
Ocado Group PLC | 10.2M | $281.4M | 1.4% | $17.58 | +62.12% | 10 qtrssince 2019-Q1 | Decreased 0 |
BLOCK INC | 1.1M | $277.7M | 1.4% | $99.78 | +149.42% | 10 qtrssince 2019-Q1 | Decreased 0 |
OKTA INC | 1.1M | $274.4M | 1.3% | $82.73 | +199.82% | 10 qtrssince 2019-Q1 | Decreased 0 |
FRESHPET INC | 1.6M | $266.6M | 1.3% | $42.29 | +290.33% | 10 qtrssince 2019-Q1 | Decreased 0 |
PROCORE TECHNOLOGIES INC | 2.7M | $254.1M | 1.2% | $92.97 | 0.00% | 1 qtr | New 70 |
MONGODB INC | 669,980 | $242.2M | 1.2% | $152.89 | +150.98% | 10 qtrssince 2019-Q1 | Increased 50 |
ENPHASE ENERGY INC | 1.3M | $238.2M | 1.2% | $12.99 | +1329.63% | 10 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $20.4B across 420 positions as of Q2 2021. Top holdings: TSLA (4.8%), ROKU (3.7%), SHOP (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 74 new positions, 57 exits, 99 increased. Top move: PCOR (NEW, conviction 70). Portfolio: $20.4B across 420 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