GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings249 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 824,466 | $555.2M | 9.9% | $112.66 | +102.81% | 14 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.4M | $254.7M | 4.5% | $107.79 | +1.05% | 14 qtrssince 2019-Q1 | Increased 91 |
SHOCKWAVE MED INC | 968,017 | $185.1M | 3.3% | — | — | 14 qtrssince 2019-Q1 | Decreased 0 |
MONGODB INC | 542,722 | $140.8M | 2.5% | $152.89 | +81.03% | 14 qtrssince 2019-Q1 | Decreased 0 |
ENPHASE ENERGY INC | 721,045 | $140.8M | 2.5% | $12.99 | +1321.39% | 14 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 2.8M | $120.6M | 2.2% | $24.34 | +88.48% | 12 qtrssince 2019-Q3 | Decreased 0 |
NETFLIX INC | 651,638 | $114M | 2.0% | $35.66 | -49.97% | 14 qtrssince 2019-Q1 | Decreased 0 |
INSPIRE MED SYS INC | 605,381 | $110.6M | 2.0% | $70.49 | +166.41% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALNYLAM PHARMACEUTICALS INC | 754,575 | $110.1M | 2.0% | $95.86 | +51.72% | 14 qtrssince 2019-Q1 | Decreased 0 |
POOL CORP | 309,429 | $108.7M | 1.9% | $150.08 | +118.82% | 14 qtrssince 2019-Q1 | Decreased 0 |
ROKU INC | 1.1M | $94.4M | 1.7% | $64.51 | +35.03% | 14 qtrssince 2019-Q1 | Decreased 0 |
HUBSPOT INC | 312,072 | $93.8M | 1.7% | $166.21 | +86.73% | 14 qtrssince 2019-Q1 | Decreased 0 |
CALIX INC | 2.7M | $90.5M | 1.6% | $15.82 | +120.91% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 40,984 | $89.7M | 1.6% | $63.32 | +75.95% | 14 qtrssince 2019-Q1 | Decreased 0 |
Impinj, Inc. | 1.5M | $88.6M | 1.6% | $42.88 | +32.35% | 14 qtrssince 2019-Q1 | Increased 48 |
INTUITIVE SURGICAL INC | 426,604 | $85.6M | 1.5% | $304.47 | -33.46% | 14 qtrssince 2019-Q1 | Decreased 0 |
FRESHPET INC | 1.6M | $83.5M | 1.5% | $43.21 | +26.83% | 14 qtrssince 2019-Q1 | Increased 47 |
ALPHABET INC-CL A | 37,074 | $80.8M | 1.4% | $58.60 | +89.19% | 14 qtrssince 2019-Q1 | Decreased 0 |
ZOOM COMMUNICATIONS INC | 731,262 | $79M | 1.4% | $85.19 | +31.32% | 13 qtrssince 2019-Q2 | Decreased 0 |
DUOLINGO INC | 827,729 | $72.5M | 1.3% | $168.89 | -46.83% | 4 qtrssince 2021-Q3 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $5.6B across 249 positions as of Q2 2022. Top holdings: TSLA (9.9%), AMZN (4.5%), SWAV (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 9 new positions, 49 exits, 38 increased. Top move: AMZN (INCREASED, conviction 91). Portfolio: $5.6B across 249 positions.
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Portfolio allocation by GICS sector
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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