GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings342 positions
Tesla Inc | 2M | $523.7M | 7.2% | $20.03 | +1206.82% | 18 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 2.1M | $277.9M | 3.8% | $89.23 | +46.09% | 18 qtrssince 2019-Q1 | Increased 56 |
Netflix, Inc. | 597,548 | $263.2M | 3.6% | $35.66 | +23.54% | 18 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 561,451 | $237.5M | 3.3% | $10.68 | +294.75% | 18 qtrssince 2019-Q1 | Decreased 0 |
MongoDB Inc. | 527,711 | $216.9M | 3.0% | $159.49 | +157.69% | 18 qtrssince 2019-Q1 | Decreased 0 |
Cloudflare Inc | 2.8M | $180.6M | 2.5% | $27.15 | +136.05% | 16 qtrssince 2019-Q3 | Increased 52 |
Meta Platforms Inc | 583,286 | $167.4M | 2.3% | $143.93 | +97.50% | 18 qtrssince 2019-Q1 | Decreased 0 |
INSPIRE MED SYS INC COM | 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% | $196.19 | +74.29% | 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 | +220.13% | 18 qtrssince 2019-Q1 | Decreased 0 |
DUOLINGO INC CL A COM | 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% | $58.83 | +32.12% | 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 COM | 1.7M | $114M | 1.6% | $46.62 | +41.17% | 18 qtrssince 2019-Q1 | Increased 47 |
ALNYLAM PHARMACEUTICALS INC | 598,696 | $113.7M | 1.6% | $96.16 | +97.53% | 18 qtrssince 2019-Q1 | Decreased 0 |
Canadian Pacific Kansas City Ltd. | 1.3M | $108.4M | 1.5% | $78.01 | 0.00% | 1 qtr | New 69 |
PROCORE TECHNOLOGIES INC COM | 1.6M | $101.1M | 1.4% | $89.03 | -26.59% | 9 qtrssince 2021-Q2 | Increased 54 |
Floor And Decor Holding Inc. | 923,235 | $96M | 1.3% | $75.35 | +37.97% | 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 Score: 3.5/5.0.
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
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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
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