GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings244 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 2.2M | $270.9M | 5.1% | $214.41 | -42.55% | 16 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 642,435 | $189.4M | 3.5% | $35.66 | -17.30% | 16 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.2M | $185.4M | 3.5% | $107.79 | -22.07% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALNYLAM PHARMACEUTICALS INC | 649,617 | $154.4M | 2.9% | $95.86 | +147.92% | 16 qtrssince 2019-Q1 | Decreased 0 |
CALIX INC | 2.2M | $148.2M | 2.8% | $15.82 | +332.52% | 16 qtrssince 2019-Q1 | Decreased 0 |
SHOCKWAVE MED INC | 705,880 | $145.1M | 2.7% | — | — | 16 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 3.1M | $138.2M | 2.6% | $27.14 | +66.58% | 14 qtrssince 2019-Q3 | Increased 53 |
Impinj, Inc. | 1.3M | $137.5M | 2.6% | $42.88 | +154.63% | 16 qtrssince 2019-Q1 | Decreased 0 |
INSPIRE MED SYS INC | 536,769 | $135.2M | 2.5% | $70.49 | +257.34% | 16 qtrssince 2019-Q1 | Decreased 0 |
ENPHASE ENERGY INC | 450,674 | $119.4M | 2.2% | $12.99 | +1939.71% | 16 qtrssince 2019-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 422,999 | $112.2M | 2.1% | $304.47 | -12.85% | 16 qtrssince 2019-Q1 | Decreased 0 |
MONGODB INC | 512,082 | $100.8M | 1.9% | $155.20 | +26.83% | 16 qtrssince 2019-Q1 | Increased 50 |
POOL CORP | 307,464 | $93M | 1.7% | $150.08 | +89.48% | 16 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 226,757 | $83M | 1.5% | $328.88 | +8.45% | 3 qtrssince 2022-Q2 | Increased 59 |
NVIDIA CORP | 560,485 | $81.9M | 1.5% | $15.41 | -5.26% | 16 qtrssince 2019-Q1 | Increased 59 |
HUBSPOT INC | 283,154 | $81.9M | 1.5% | $166.21 | +73.95% | 16 qtrssince 2019-Q1 | Decreased 0 |
FRESHPET INC | 1.5M | $81M | 1.5% | $44.13 | +19.58% | 16 qtrssince 2019-Q1 | Increased 52 |
| 1.1M | $80.7M | 1.5% | — | — | — | Increased 76 | |
DICKS SPORTING GOODS INC | 647,962 | $77.9M | 1.5% | $96.63 | +15.62% | 7 qtrssince 2021-Q2 | Decreased 0 |
DEXCOM INC | 637,070 | $72.1M | 1.3% | $62.37 | +81.56% | 16 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $5.4B across 244 positions as of Q4 2022. Top holdings: TSLA (5.1%), NFLX (3.5%), AMZN (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 26 new positions, 29 exits, 53 increased. Top move: LLY (INCREASED, conviction 59). Portfolio: $5.4B across 244 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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