GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings251 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.6M | $444.5M | 5.6% | $109.61 | +12.66% | 22 qtrssince 2019-Q1 | Increased 98 |
AMAZON.COM INC | 2M | $394.8M | 4.9% | $107.95 | +79.02% | 22 qtrssince 2019-Q1 | Increased 57 |
NETFLIX INC | 528,199 | $356.5M | 4.5% | $35.68 | +89.17% | 22 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 1.4M | $283.7M | 3.6% | $214.30 | -7.66% | 22 qtrssince 2019-Q1 | Increased 57 |
META PLATFORMS INC-CLASS A | 522,675 | $263.5M | 3.3% | $146.75 | +241.91% | 22 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 251,747 | $227.9M | 2.9% | $338.38 | +164.33% | 9 qtrssince 2022-Q2 | Decreased 0 |
INTUITIVE SURGICAL INC | 473,251 | $210.5M | 2.6% | $317.20 | +40.24% | 22 qtrssince 2019-Q1 | Increased 57 |
FRESHPET INC | 1.6M | $201.2M | 2.5% | $47.74 | +171.05% | 22 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 2.3M | $193.1M | 2.4% | $27.15 | +205.13% | 20 qtrssince 2019-Q3 | Decreased 0 |
DUOLINGO INC | 782,842 | $163.4M | 2.0% | $161.51 | +29.20% | 12 qtrssince 2021-Q3 | Decreased 0 |
NATERA INC | 1.4M | $149.9M | 1.9% | $63.00 | +71.88% | 20 qtrssince 2019-Q3 | Increased 62 |
SHAKE SHACK INC | 1.6M | $141M | 1.8% | $58.32 | +54.32% | 22 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 397,269 | $139.2M | 1.7% | — | — | — | — |
HUBSPOT INC | 234,201 | $138.1M | 1.7% | $166.21 | +254.85% | 22 qtrssince 2019-Q1 | Decreased 0 |
APPFOLIO INC - A | 559,996 | $137M | 1.7% | $141.37 | +73.00% | 22 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 254,645 | $113.8M | 1.4% | $198.22 | +122.98% | 22 qtrssince 2019-Q1 | Decreased 0 |
QUANTA SERVICES INC | 441,767 | $112.2M | 1.4% | $142.75 | +77.61% | 14 qtrssince 2021-Q1 | Increased 48 |
MONGODB INC | 443,032 | $110.7M | 1.4% | $159.11 | +57.10% | 22 qtrssince 2019-Q1 | Decreased 0 |
DICKS SPORTING GOODS INC | 485,611 | $104.3M | 1.3% | $96.63 | +115.04% | 13 qtrssince 2021-Q2 | Decreased 0 |
ALNYLAM PHARMACEUTICALS INC | 398,616 | $96.9M | 1.2% | $95.86 | +153.50% | 22 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $8B across 251 positions as of Q2 2024. Top holdings: NVDA (5.6%), AMZN (4.9%), NFLX (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 30 new positions, 36 exits, 73 increased. Top move: NVDA (INCREASED, conviction 98). Portfolio: $8.0B across 251 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