GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings300 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NETFLIX INC | 1.3M | $421.3M | 4.4% | $35.66 | -9.34% | 4 qtrssince 2019-Q1 | Decreased 0 |
ROKU INC | 3.1M | $410.2M | 4.3% | $64.51 | +104.00% | 4 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 198,457 | $366.7M | 3.8% | $89.04 | +3.71% | 4 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 556,114 | $232.6M | 2.4% | $20.00 | +38.27% | 4 qtrssince 2019-Q1 | Increased 61 |
OKTA INC | 1.8M | $212M | 2.2% | $82.73 | +38.16% | 4 qtrssince 2019-Q1 | Decreased 0 |
Ocado Group PLC | 12M | $203M | 2.1% | $17.58 | -3.30% | 4 qtrssince 2019-Q1 | Decreased 0 |
RINGCENTRAL INC | 1.1M | $193.9M | 2.0% | $107.22 | +56.47% | 4 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 476,627 | $189.5M | 2.0% | $24.57 | +61.35% | 4 qtrssince 2019-Q1 | Increased 48 |
EXACT SCIENCES CORP | 1.8M | $161.9M | 1.7% | $86.62 | +6.06% | 4 qtrssince 2019-Q1 | Decreased 0 |
CHEGG INC | 4.2M | $158.9M | 1.6% | $38.12 | -0.37% | 4 qtrssince 2019-Q1 | Decreased 0 |
| 3.4M | $146.7M | 1.5% | — | — | 4 qtrssince 2019-Q1 | Decreased 0 | |
FRESHPET INC | 2.4M | $142.6M | 1.5% | $42.29 | +37.60% | 4 qtrssince 2019-Q1 | Decreased 0 |
DEXCOM INC | 646,063 | $141.3M | 1.5% | $30.55 | +76.93% | 4 qtrssince 2019-Q1 | Decreased 0 |
GALAPAGOS NV NPV ISIN BE0003818359 SEDOL B07Q2V5 | 673,508 | $141M | 1.5% | $118.66 | +74.45% | 4 qtrssince 2019-Q1 | Decreased 0 |
MONGODB INC | 1.1M | $139M | 1.4% | $147.02 | -12.30% | 4 qtrssince 2019-Q1 | Decreased 0 |
SHAKE SHACK INC | 2.3M | $134.4M | 1.4% | $60.91 | -1.83% | 4 qtrssince 2019-Q1 | Decreased 0 |
MARTIN MARIETTA MATERIALS | 457,552 | $128M | 1.3% | $192.76 | +38.37% | 4 qtrssince 2019-Q1 | Decreased 0 |
AVI BIOPHARMA INC | 943,811 | $121.8M | 1.3% | $119.19 | +8.05% | 4 qtrssince 2019-Q1 | Decreased 0 |
AUTODESK INC | 629,009 | $115.4M | 1.2% | $156.54 | +17.09% | 4 qtrssince 2019-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 193,379 | $114.3M | 1.2% | $190.19 | +3.64% | 4 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $9.6B across 300 positions as of Q4 2019. Top holdings: NFLX (4.4%), ROKU (4.3%), AMZN (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 34 new positions, 33 exits, 57 increased. Top move: TSLA (INCREASED, conviction 61). Portfolio: $9.6B across 300 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