GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings401 positions
Tesla Inc | 1.3M | $1.3B | 7.5% | $20.03 | +1658.57% | 12 qtrssince 2019-Q1 | Decreased 0 |
Netflix, Inc. | 938,129 | $565.2M | 3.2% | $35.66 | +68.96% | 12 qtrssince 2019-Q1 | Decreased 0 |
Cloudflare Inc | 4.2M | $552.7M | 3.1% | $24.34 | +447.31% | 10 qtrssince 2019-Q3 | Decreased 0 |
Shopify Inc | 371,307 | $511.4M | 2.9% | $24.69 | +457.87% | 12 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 149,112 | $497.2M | 2.8% | $89.15 | +87.02% | 12 qtrssince 2019-Q1 | Increased 54 |
CONFLUENT INC | 5.4M | $413.1M | 2.4% | $54.51 | +41.91% | 3 qtrssince 2021-Q2 | Decreased 0 |
Roku Inc | 1.6M | $364.7M | 2.1% | $64.51 | +266.14% | 12 qtrssince 2019-Q1 | Decreased 0 |
MongoDB Inc. | 657,402 | $348M | 2.0% | $152.34 | +247.49% | 12 qtrssince 2019-Q1 | Decreased 0 |
HUBSPOT INC | 467,238 | $308M | 1.8% | $166.21 | +296.58% | 12 qtrssince 2019-Q1 | Decreased 0 |
Okta Inc. | 1.1M | $249.7M | 1.4% | $82.73 | +172.03% | 12 qtrssince 2019-Q1 | Decreased 0 |
SHOCKWAVE MED INC | 1.4M | $246.9M | 1.4% | — | — | 12 qtrssince 2019-Q1 | Decreased 0 |
CALIX INC COM | 3M | $239.9M | 1.4% | $15.68 | +409.96% | 12 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 799,234 | $235.1M | 1.3% | $6.42 | +356.41% | 12 qtrssince 2019-Q1 | Decreased 0 |
Affirm Holdings Inc | 2.3M | $230.8M | 1.3% | $71.16 | +41.32% | 4 qtrssince 2021-Q1 | Increased 49 |
Mercadolibre Inc | 169,220 | $228.2M | 1.3% | $691.36 | +95.03% | 12 qtrssince 2019-Q1 | Increased 60 |
KORNIT DIGITAL LTD | 1.5M | $225.5M | 1.3% | $47.09 | +221.70% | 12 qtrssince 2019-Q1 | Decreased 0 |
Ocado Group PLC | 9.6M | $217.6M | 1.2% | $17.58 | +28.84% | 12 qtrssince 2019-Q1 | Decreased 0 |
ENPHASE ENERGY INC COM | 1.2M | $216.4M | 1.2% | $13.17 | +1289.37% | 12 qtrssince 2019-Q1 | Decreased 0 |
ROBLOX CORP CL A | 2.1M | $215.5M | 1.2% | $100.03 | +0.50% | 4 qtrssince 2021-Q1 | Increased 78 |
DOCUSIGN INC | 1.3M | $203.1M | 1.2% | $92.17 | +68.35% | 12 qtrssince 2019-Q1 | Increased 50 |
GILDER GAGNON HOWE & CO LLC manages $17.6B across 401 positions as of Q4 2021. Top holdings: TSLA (7.5%), NFLX (3.2%), NET (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 36 new positions, 69 exits, 101 increased. Top move: RBLX (INCREASED, conviction 78). Portfolio: $17.6B across 401 positions.
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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
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