GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings342 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 2M | $523.7M | 7.2% | $214.41 | +20.10% | 18 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.1M | $277.9M | 3.8% | $107.83 | +18.61% | 18 qtrssince 2019-Q1 | Increased 56 |
NETFLIX INC | 597,548 | $263.2M | 3.6% | $35.66 | +20.08% | 18 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 561,451 | $237.5M | 3.3% | $16.26 | +150.79% | 18 qtrssince 2019-Q1 | Decreased 0 |
MONGODB INC | 527,711 | $216.9M | 3.0% | $159.11 | +153.28% | 18 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 2.8M | $180.6M | 2.5% | $27.15 | +136.05% | 16 qtrssince 2019-Q3 | Increased 52 |
META PLATFORMS INC-CLASS A | 583,286 | $167.4M | 2.3% | $143.34 | +95.04% | 18 qtrssince 2019-Q1 | Decreased 0 |
INSPIRE MED SYS INC | 496,053 | $161M | 2.2% | $70.49 | +352.84% | 18 qtrssince 2019-Q1 | Decreased 0 |
SHOCKWAVE MED INC | 563,616 | $160.9M | 2.2% | — | — | 18 qtrssince 2019-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 441,570 | $151M | 2.1% | $305.51 | +10.79% | 18 qtrssince 2019-Q1 | Increased 54 |
ELI LILLY & CO | 317,517 | $148.9M | 2.0% | $338.38 | +34.61% | 5 qtrssince 2022-Q2 | Increased 56 |
HUBSPOT INC | 245,205 | $130.5M | 1.8% | $166.21 | +210.70% | 18 qtrssince 2019-Q1 | Decreased 0 |
DUOLINGO INC | 911,040 | $130.2M | 1.8% | $160.80 | -13.82% | 8 qtrssince 2021-Q3 | Decreased 0 |
SHAKE SHACK INC | 1.6M | $121.9M | 1.7% | $58.35 | +33.09% | 18 qtrssince 2019-Q1 | Decreased 0 |
POOL CORP | 318,738 | $119.4M | 1.6% | $157.10 | +125.68% | 18 qtrssince 2019-Q1 | Increased 49 |
FRESHPET INC | 1.7M | $114M | 1.6% | $46.61 | +38.12% | 18 qtrssince 2019-Q1 | Increased 47 |
ALNYLAM PHARMACEUTICALS INC | 598,696 | $113.7M | 1.6% | $95.86 | +99.32% | 18 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 1.3M | $108.4M | 1.5% | $78.01 | 0.00% | 1 qtr | New 69 |
PROCORE TECHNOLOGIES INC | 1.6M | $101.1M | 1.4% | $89.03 | -26.59% | 9 qtrssince 2021-Q2 | Increased 54 |
FLOOR & DECOR HOLDINGS INC-A | 923,235 | $96M | 1.3% | $73.94 | +37.35% | 18 qtrssince 2019-Q1 | Increased 52 |
GILDER GAGNON HOWE & CO LLC manages $7.3B across 342 positions as of Q2 2023. Top holdings: TSLA (7.2%), AMZN (3.8%), NFLX (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 111 new positions, 14 exits, 76 increased. Top move: CP (NEW, conviction 69). Portfolio: $7.3B across 342 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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