GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings434 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 1.4M | $1.1B | 5.5% | $112.66 | +131.16% | 11 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 977,966 | $596.9M | 3.1% | $35.66 | +68.00% | 11 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 386,392 | $523.9M | 2.7% | $24.57 | +448.09% | 11 qtrssince 2019-Q1 | Decreased 0 |
ROKU INC | 1.6M | $505.7M | 2.6% | $64.51 | +369.57% | 11 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 4.4M | $493.3M | 2.6% | $24.34 | +361.60% | 9 qtrssince 2019-Q3 | Decreased 0 |
AMAZON.COM INC | 148,904 | $489.2M | 2.5% | $89.04 | +85.38% | 11 qtrssince 2019-Q1 | Decreased 0 |
CARVANA CO | 1.2M | $354.3M | 1.8% | $17.77 | +239.38% | 11 qtrssince 2019-Q1 | Decreased 0 |
HUBSPOT INC | 520,166 | $351.7M | 1.8% | $166.21 | +309.87% | 11 qtrssince 2019-Q1 | Decreased 0 |
DOCUSIGN INC | 1.3M | $328.4M | 1.7% | $89.32 | +187.60% | 11 qtrssince 2019-Q1 | Decreased 0 |
CONFLUENT INC | 5.5M | $326.4M | 1.7% | $54.51 | +7.79% | 2 qtrssince 2021-Q2 | Increased 79 |
MONGODB INC | 669,423 | $315.6M | 1.6% | $152.89 | +199.89% | 11 qtrssince 2019-Q1 | Decreased 0 |
SHOCKWAVE MED INC | 1.5M | $302.1M | 1.6% | — | — | 11 qtrssince 2019-Q1 | Decreased 0 |
PELOTON INTERACTIVE INC-A | 3.3M | $285.4M | 1.5% | $29.33 | +191.14% | 9 qtrssince 2019-Q3 | Increased 49 |
BLOCK INC | 1.2M | $281.1M | 1.5% | $103.64 | +127.74% | 11 qtrssince 2019-Q1 | Increased 50 |
AFFIRM HOLDINGS INC | 2.3M | $269.4M | 1.4% | $70.72 | +68.45% | 3 qtrssince 2021-Q1 | Decreased 0 |
OKTA INC | 1.1M | $264.4M | 1.4% | $82.73 | +182.04% | 11 qtrssince 2019-Q1 | Decreased 0 |
SNAP INC - A | 3.4M | $251.9M | 1.3% | $24.70 | +190.51% | 11 qtrssince 2019-Q1 | Decreased 0 |
ASANA INC | 2.4M | $246M | 1.3% | $29.12 | +254.50% | 4 qtrssince 2020-Q4 | Decreased 0 |
PROCORE TECHNOLOGIES INC | 2.7M | $244.8M | 1.3% | $92.85 | -5.37% | 2 qtrssince 2021-Q2 | Increased 50 |
FRESHPET INC | 1.6M | $232.6M | 1.2% | $42.29 | +239.87% | 11 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $19.3B across 434 positions as of Q3 2021. Top holdings: TSLA (5.5%), NFLX (3.1%), SHOP (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 46 new positions, 32 exits, 126 increased. Top move: CFLT (INCREASED, conviction 79). Portfolio: $19.3B across 434 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