GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings299 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 217,441 | $377.5M | 4.3% | $89.04 | -3.11% | 3 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 1.4M | $366.6M | 4.2% | $35.66 | -26.22% | 3 qtrssince 2019-Q1 | Decreased 0 |
ROKU INC | 3.3M | $330.7M | 3.8% | $64.51 | +54.61% | 3 qtrssince 2019-Q1 | Decreased 0 |
SHAKE SHACK INC | 2.3M | $222.1M | 2.5% | $60.91 | +56.81% | 3 qtrssince 2019-Q1 | Decreased 0 |
Ocado Group PLC | 12.5M | $204.4M | 2.3% | $17.58 | -8.65% | 3 qtrssince 2019-Q1 | Decreased 0 |
RINGCENTRAL INC | 1.6M | $199.3M | 2.3% | $107.22 | +16.57% | 3 qtrssince 2019-Q1 | Decreased 0 |
OKTA INC | 1.9M | $187.2M | 2.1% | $82.73 | +17.32% | 3 qtrssince 2019-Q1 | Decreased 0 |
EXACT SCIENCES CORP | 1.8M | $162.9M | 1.9% | $86.62 | +6.21% | 3 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 472,684 | $147.3M | 1.7% | $24.44 | +25.07% | 3 qtrssince 2019-Q1 | Increased 59 |
MONGODB INC | 1.2M | $139.6M | 1.6% | $147.02 | -20.19% | 3 qtrssince 2019-Q1 | Decreased 0 |
MARTIN MARIETTA MATERIALS | 465,738 | $127.7M | 1.5% | $192.76 | +34.50% | 3 qtrssince 2019-Q1 | Decreased 0 |
CHEGG INC | 4.2M | $127M | 1.5% | $38.12 | -21.17% | 3 qtrssince 2019-Q1 | Decreased 0 |
FRESHPET INC | 2.5M | $125M | 1.4% | $42.29 | +14.87% | 3 qtrssince 2019-Q1 | Decreased 0 |
| 3.5M | $124.7M | 1.4% | — | — | 3 qtrssince 2019-Q1 | Decreased 0 | |
TWITTER INC | 3M | $122M | 1.4% | — | — | 3 qtrssince 2019-Q1 | Decreased 0 |
LGI HOMES INC | 1.4M | $115.1M | 1.3% | $60.24 | +35.77% | 3 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 473,358 | $114M | 1.3% | $18.66 | -13.50% | 3 qtrssince 2019-Q1 | Decreased 0 |
GALAPAGOS NV NPV ISIN BE0003818359 SEDOL B07Q2V5 | 745,950 | $113.7M | 1.3% | $118.66 | +42.42% | 3 qtrssince 2019-Q1 | Decreased 0 |
HUBSPOT INC | 727,254 | $110.3M | 1.3% | $166.21 | -9.81% | 3 qtrssince 2019-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 194,693 | $105.1M | 1.2% | $190.19 | -6.46% | 3 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $8.7B across 299 positions as of Q3 2019. Top holdings: AMZN (4.3%), NFLX (4.2%), ROKU (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 46 new positions, 31 exits, 65 increased. Top move: SHOP (INCREASED, conviction 59). Portfolio: $8.7B across 299 positions.
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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