GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings250 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 1.6M | $393.8M | 5.4% | $214.41 | +15.89% | 20 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.1M | $313.4M | 4.3% | $107.83 | +40.91% | 20 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 569,262 | $277.2M | 3.8% | $35.68 | +36.47% | 20 qtrssince 2019-Q1 | Increased 56 |
NVIDIA CORP | 518,706 | $256.9M | 3.5% | $16.33 | +203.15% | 20 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 2.5M | $204.2M | 2.8% | $27.15 | +206.71% | 18 qtrssince 2019-Q3 | Decreased 0 |
MONGODB INC | 479,866 | $196.2M | 2.7% | $159.11 | +156.96% | 20 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 522,398 | $184.9M | 2.5% | $143.55 | +144.87% | 20 qtrssince 2019-Q1 | Decreased 0 |
DUOLINGO INC | 792,558 | $179.8M | 2.5% | $160.80 | +41.08% | 10 qtrssince 2021-Q3 | Decreased 0 |
ELI LILLY & CO | 294,571 | $171.7M | 2.4% | $338.38 | +69.60% | 7 qtrssince 2022-Q2 | Decreased 0 |
FRESHPET INC | 1.7M | $148.3M | 2.0% | $47.74 | +81.75% | 20 qtrssince 2019-Q1 | Increased 53 |
INTUITIVE SURGICAL INC | 436,896 | $147.4M | 2.0% | $305.51 | +10.42% | 20 qtrssince 2019-Q1 | Decreased 0 |
HUBSPOT INC | 238,683 | $138.6M | 1.9% | $166.21 | +249.28% | 20 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 2.7M | $134M | 1.8% | $34.80 | +42.48% | 3 qtrssince 2023-Q2 | Increased 49 |
POOL CORP | 319,870 | $127.5M | 1.8% | $157.96 | +140.35% | 20 qtrssince 2019-Q1 | Increased 48 |
SHAKE SHACK INC | 1.7M | $126.4M | 1.7% | $58.32 | +27.09% | 20 qtrssince 2019-Q1 | Decreased 0 |
ALNYLAM PHARMACEUTICALS INC | 587,045 | $112.4M | 1.5% | $95.86 | +99.68% | 20 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 1.4M | $110.5M | 1.5% | $32.90 | +136.79% | 20 qtrssince 2019-Q1 | Increased 49 |
ADOBE INC | 180,574 | $107.7M | 1.5% | $414.99 | +43.76% | 20 qtrssince 2019-Q1 | Decreased 0 |
ROBLOX CORP -CLASS A | 2.3M | $104.1M | 1.4% | $46.51 | -1.70% | 12 qtrssince 2021-Q1 | Decreased 0 |
SHOCKWAVE MED INC | 533,993 | $101.8M | 1.4% | — | — | 20 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $7.3B across 250 positions as of Q4 2023. Top holdings: TSLA (5.4%), AMZN (4.3%), NFLX (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 22 new positions, 30 exits, 60 increased. Top move: NFLX (INCREASED, conviction 56). Portfolio: $7.3B across 250 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