GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings300 positions
Netflix Inc | 1.3M | $421.3M | 4.4% | $35.66 | -9.25% | 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 | +3.77% | 4 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 556,114 | $232.6M | 2.4% | $20.03 | +39.23% | 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 | 476,627 | $189.5M | 2.0% | $24.69 | +61.03% | 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 | +39.73% | 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 | -10.48% | 4 qtrssince 2019-Q1 | Decreased 0 |
Shake Shack Inc | 2.3M | $134.4M | 1.4% | $60.91 | -2.21% | 4 qtrssince 2019-Q1 | Decreased 0 |
Martin Marietta Materials Inc | 457,552 | $128M | 1.3% | $191.93 | +39.21% | 4 qtrssince 2019-Q1 | Decreased 0 |
Sarepta Therapeutics 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 | +3.61% | 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 Score: 3.5/5.0.
Active quarter - 34 new positions, 33 exits, 57 increased. Top move: TSLA (INCREASED, conviction 61). Portfolio: $9.6B across 300 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR