GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings346 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 2.1M | $1.5B | 7.3% | $112.66 | +105.56% | 8 qtrssince 2019-Q1 | Decreased 0 |
ROKU INC | 2.2M | $715.1M | 3.5% | $64.51 | +425.10% | 8 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 1.1M | $568.9M | 2.8% | $35.66 | +47.11% | 8 qtrssince 2019-Q1 | Decreased 0 |
PELOTON INTERACTIVE INC-A | 3.5M | $532.7M | 2.6% | $28.91 | +435.95% | 6 qtrssince 2019-Q3 | Decreased 0 |
AMAZON.COM INC | 155,073 | $505.1M | 2.5% | $89.04 | +84.51% | 8 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 407,298 | $461M | 2.3% | $24.57 | +373.40% | 8 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 5.2M | $394.2M | 2.0% | $24.34 | +218.56% | 6 qtrssince 2019-Q3 | Decreased 0 |
OKTA INC | 1.4M | $358M | 1.8% | $82.73 | +214.90% | 8 qtrssince 2019-Q1 | Decreased 0 |
ENPHASE ENERGY INC | 2M | $348.1M | 1.7% | $12.99 | +1231.25% | 8 qtrssince 2019-Q1 | Decreased 0 |
CARVANA CO | 1.4M | $344M | 1.7% | $17.77 | +169.60% | 8 qtrssince 2019-Q1 | Decreased 0 |
Ocado Group PLC | 10.4M | $325.5M | 1.6% | $17.58 | +78.61% | 8 qtrssince 2019-Q1 | Decreased 0 |
DOCUSIGN INC | 1.5M | $324.5M | 1.6% | $89.32 | +152.90% | 8 qtrssince 2019-Q1 | Decreased 0 |
ZOOM COMMUNICATIONS INC | 930,597 | $313.9M | 1.6% | $83.67 | +322.39% | 7 qtrssince 2019-Q2 | Decreased 0 |
INVITAE CORP | 7M | $293.3M | 1.5% | — | — | 8 qtrssince 2019-Q1 | Decreased 0 |
FRESHPET INC | 2M | $278M | 1.4% | $42.29 | +233.53% | 8 qtrssince 2019-Q1 | Decreased 0 |
TELADOC HEALTH INC | 1.4M | $277M | 1.4% | $112.51 | +80.93% | 8 qtrssince 2019-Q1 | Increased 70 |
DENALI THERAPEUTICS INC | 3.2M | $269.7M | 1.3% | $19.85 | +331.56% | 4 qtrssince 2020-Q1 | Decreased 0 |
1LIFE HEALTHCARE INC COM | 6.1M | $265.5M | 1.3% | — | — | 4 qtrssince 2020-Q1 | Increased 66 |
MONGODB INC | 737,994 | $265M | 1.3% | $147.02 | +148.34% | 8 qtrssince 2019-Q1 | Decreased 0 |
SHAKE SHACK INC | 3M | $251.8M | 1.2% | $58.35 | +45.44% | 8 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $20.1B across 346 positions as of Q4 2020. Top holdings: TSLA (7.3%), ROKU (3.5%), NFLX (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 38 new positions, 44 exits, 100 increased. Top move: TDOC (INCREASED, conviction 70). Portfolio: $20.1B across 346 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