GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings352 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 2.3M | $987.7M | 6.1% | $112.66 | +23.99% | 7 qtrssince 2019-Q1 | Increased 100 |
NETFLIX INC | 1.1M | $543.1M | 3.3% | $35.66 | +38.39% | 7 qtrssince 2019-Q1 | Decreased 0 |
ZOOM COMMUNICATIONS INC | 1.1M | $505.7M | 3.1% | $83.67 | +456.38% | 6 qtrssince 2019-Q2 | Decreased 0 |
AMAZON.COM INC | 158,053 | $497.7M | 3.1% | $89.04 | +76.59% | 7 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 422,477 | $432.2M | 2.7% | $24.57 | +317.51% | 7 qtrssince 2019-Q1 | Decreased 0 |
ROKU INC | 2.2M | $419.1M | 2.6% | $64.51 | +191.23% | 7 qtrssince 2019-Q1 | Decreased 0 |
Ocado Group PLC | 10.6M | $374.3M | 2.3% | $17.58 | +115.30% | 7 qtrssince 2019-Q1 | Decreased 0 |
PELOTON INTERACTIVE INC-A | 3.6M | $358.9M | 2.2% | $28.91 | +247.49% | 5 qtrssince 2019-Q3 | Decreased 0 |
CARVANA CO | 1.5M | $324.2M | 2.0% | $17.77 | +151.05% | 7 qtrssince 2019-Q1 | Decreased 0 |
OKTA INC | 1.5M | $322.7M | 2.0% | $82.73 | +158.14% | 7 qtrssince 2019-Q1 | Decreased 0 |
DOCUSIGN INC | 1.5M | $316M | 1.9% | $89.32 | +138.38% | 7 qtrssince 2019-Q1 | Decreased 0 |
INVITAE CORP | 7.1M | $307.4M | 1.9% | — | — | 7 qtrssince 2019-Q1 | Decreased 0 |
RINGCENTRAL INC | 962,254 | $264.2M | 1.6% | $107.90 | +153.16% | 7 qtrssince 2019-Q1 | Decreased 0 |
FRESHPET INC | 2.1M | $230.8M | 1.4% | $42.29 | +157.82% | 7 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 5.2M | $215.2M | 1.3% | $24.34 | +67.11% | 5 qtrssince 2019-Q3 | Increased 50 |
LIVONGO HEALTH INC COM | 1.5M | $203.7M | 1.3% | — | — | 5 qtrssince 2019-Q3 | Decreased 0 |
SHAKE SHACK INC | 3M | $192.8M | 1.2% | $58.35 | +11.23% | 7 qtrssince 2019-Q1 | Increased 48 |
ENPHASE ENERGY INC | 2.3M | $190.5M | 1.2% | $12.99 | +522.01% | 7 qtrssince 2019-Q1 | Decreased 0 |
TELADOC HEALTH INC | 852,323 | $186.9M | 1.2% | $55.60 | +290.90% | 7 qtrssince 2019-Q1 | Decreased 0 |
DEXCOM INC | 451,756 | $186.2M | 1.1% | $30.55 | +229.12% | 7 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $16.2B across 352 positions as of Q3 2020. Top holdings: TSLA (6.1%), NFLX (3.3%), ZM (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 52 new positions, 18 exits, 82 increased. Top move: TSLA (INCREASED, conviction 100). Portfolio: $16.2B across 352 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