GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings258 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 1.7M | $426.1M | 6.5% | $214.41 | +16.70% | 19 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.1M | $265.9M | 4.0% | $107.83 | +17.89% | 19 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 562,703 | $244.8M | 3.7% | $16.33 | +166.28% | 19 qtrssince 2019-Q1 | Increased 56 |
NETFLIX INC | 568,490 | $214.7M | 3.3% | $35.66 | +5.89% | 19 qtrssince 2019-Q1 | Decreased 0 |
MONGODB INC | 520,979 | $180.2M | 2.7% | $159.11 | +117.37% | 19 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 584,056 | $175.3M | 2.7% | $143.55 | +107.69% | 19 qtrssince 2019-Q1 | Increased 52 |
CLOUDFLARE INC - CLASS A | 2.7M | $169.1M | 2.6% | $27.15 | +132.22% | 17 qtrssince 2019-Q3 | Decreased 0 |
ELI LILLY & CO | 304,227 | $163.4M | 2.5% | $338.38 | +55.99% | 6 qtrssince 2022-Q2 | Decreased 0 |
DUOLINGO INC | 900,189 | $149.3M | 2.3% | $160.80 | +3.16% | 9 qtrssince 2021-Q3 | Decreased 0 |
INTUITIVE SURGICAL INC | 439,210 | $128.4M | 2.0% | $305.51 | -4.33% | 19 qtrssince 2019-Q1 | Decreased 0 |
HUBSPOT INC | 242,506 | $119.4M | 1.8% | $166.21 | +196.31% | 19 qtrssince 2019-Q1 | Decreased 0 |
POOL CORP | 318,626 | $113.5M | 1.7% | $157.10 | +115.12% | 19 qtrssince 2019-Q1 | Decreased 0 |
FRESHPET INC | 1.7M | $109.5M | 1.7% | $46.61 | +41.34% | 19 qtrssince 2019-Q1 | Decreased 0 |
SHOCKWAVE MED INC | 549,173 | $109.3M | 1.7% | — | — | 19 qtrssince 2019-Q1 | Decreased 0 |
ALNYLAM PHARMACEUTICALS INC | 594,979 | $105.4M | 1.6% | $95.86 | +84.76% | 19 qtrssince 2019-Q1 | Decreased 0 |
PROCORE TECHNOLOGIES INC | 1.5M | $101M | 1.5% | $89.03 | -26.63% | 10 qtrssince 2021-Q2 | Decreased 0 |
SHAKE SHACK INC | 1.7M | $100M | 1.5% | $58.32 | -0.43% | 19 qtrssince 2019-Q1 | Increased 52 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 1.3M | $99.5M | 1.5% | $78.01 | -6.01% | 2 qtrssince 2023-Q2 | Decreased 0 |
INTEL CORP | 2.6M | $92.4M | 1.4% | $34.41 | +1.62% | 2 qtrssince 2023-Q2 | Increased 76 |
ADOBE INC | 181,002 | $92.3M | 1.4% | $414.99 | +22.87% | 19 qtrssince 2019-Q1 | Increased 48 |
GILDER GAGNON HOWE & CO LLC manages $6.6B across 258 positions as of Q3 2023. Top holdings: TSLA (6.5%), AMZN (4.0%), NVDA (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 20 new positions, 105 exits, 74 increased. Top move: INTC (INCREASED, conviction 76). Portfolio: $6.6B across 258 positions.
Top holdings by portfolio weight
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