GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings401 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 1.3M | $1.3B | 7.5% | $112.66 | +216.67% | 12 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 938,129 | $565.2M | 3.2% | $35.66 | +71.65% | 12 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 4.2M | $552.7M | 3.1% | $24.34 | +447.31% | 10 qtrssince 2019-Q3 | Decreased 0 |
SHOPIFY INC - CLASS A | 371,307 | $511.4M | 2.9% | $24.57 | +469.13% | 12 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 149,112 | $497.2M | 2.8% | $89.15 | +89.16% | 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% | $152.89 | +248.20% | 12 qtrssince 2019-Q1 | Decreased 0 |
HUBSPOT INC | 467,238 | $308M | 1.8% | $166.21 | +299.04% | 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 | 3M | $239.9M | 1.4% | $15.68 | +409.96% | 12 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 799,234 | $235.1M | 1.3% | $16.79 | +75.85% | 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% | $692.98 | +95.74% | 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 | 1.2M | $216.4M | 1.2% | $12.99 | +1335.02% | 12 qtrssince 2019-Q1 | Decreased 0 |
ROBLOX CORP -CLASS 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 Rating: 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.
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