GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings247 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 2.4M | $632.2M | 11.0% | $214.41 | +25.09% | 15 qtrssince 2019-Q1 | Increased 99 |
AMAZON.COM INC | 2.2M | $252.3M | 4.4% | $107.79 | +6.51% | 15 qtrssince 2019-Q1 | Decreased 0 |
SHOCKWAVE MED INC | 788,874 | $219.4M | 3.8% | — | — | 15 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 3M | $165.8M | 2.9% | $26.79 | +104.75% | 13 qtrssince 2019-Q3 | Increased 57 |
ENPHASE ENERGY INC | 582,927 | $161.7M | 2.8% | $12.99 | +2038.86% | 15 qtrssince 2019-Q1 | Decreased 0 |
CALIX INC | 2.6M | $159.2M | 2.8% | $15.82 | +279.49% | 15 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 647,497 | $152.4M | 2.7% | $35.66 | -32.78% | 15 qtrssince 2019-Q1 | Decreased 0 |
ALNYLAM PHARMACEUTICALS INC | 663,983 | $132.9M | 2.3% | $95.86 | +118.44% | 15 qtrssince 2019-Q1 | Decreased 0 |
Impinj, Inc. | 1.5M | $116.2M | 2.0% | $42.88 | +91.31% | 15 qtrssince 2019-Q1 | Decreased 0 |
INSPIRE MED SYS INC | 601,505 | $106.7M | 1.9% | $70.49 | +151.28% | 15 qtrssince 2019-Q1 | Decreased 0 |
POOL CORP | 308,620 | $98.2M | 1.7% | $150.08 | +98.78% | 15 qtrssince 2019-Q1 | Decreased 0 |
MONGODB INC | 485,126 | $96.3M | 1.7% | $152.89 | +27.43% | 15 qtrssince 2019-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 425,205 | $79.7M | 1.4% | $304.47 | -37.91% | 15 qtrssince 2019-Q1 | Decreased 0 |
DUOLINGO INC | 817,544 | $77.9M | 1.4% | $168.89 | -43.83% | 5 qtrssince 2021-Q3 | Decreased 0 |
HUBSPOT INC | 287,264 | $77.6M | 1.4% | $166.21 | +65.06% | 15 qtrssince 2019-Q1 | Decreased 0 |
SHAKE SHACK INC | 1.7M | $75.6M | 1.3% | $58.35 | -20.10% | 15 qtrssince 2019-Q1 | Decreased 0 |
Xometry, Inc. Class A | 1.3M | $72.6M | 1.3% | $53.34 | +7.27% | 6 qtrssince 2021-Q2 | Increased 50 |
DICKS SPORTING GOODS INC | 679,941 | $71.1M | 1.2% | $96.63 | +8.12% | 6 qtrssince 2021-Q2 | Increased 47 |
FRESHPET INC | 1.4M | $69.5M | 1.2% | $43.21 | +16.09% | 15 qtrssince 2019-Q1 | Decreased 0 |
MERCADOLIBRE INC | 82,303 | $68.1M | 1.2% | $692.98 | +19.73% | 15 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $5.7B across 247 positions as of Q3 2022. Top holdings: TSLA (11.0%), AMZN (4.4%), SWAV (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 18 new positions, 20 exits, 53 increased. Top move: TSLA (INCREASED, conviction 99). Portfolio: $5.7B across 247 positions.
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Portfolio allocation by GICS sector
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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