GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings254 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 1.4M | $557.4M | 6.0% | $214.30 | +94.78% | 24 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 502,434 | $447.8M | 4.8% | $35.68 | +152.37% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2M | $440.3M | 4.7% | $109.52 | +102.06% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 3.3M | $437.8M | 4.7% | $109.61 | +25.40% | 24 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 498,701 | $292M | 3.1% | $146.75 | +301.63% | 24 qtrssince 2019-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 473,846 | $247.3M | 2.7% | $318.36 | +65.53% | 24 qtrssince 2019-Q1 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 2.2M | $241.1M | 2.6% | $27.15 | +301.64% | 22 qtrssince 2019-Q3 | Decreased 0 |
FRESHPET INC | 1.5M | $225.5M | 2.4% | $47.79 | +212.78% | 24 qtrssince 2019-Q1 | Increased 52 |
DUOLINGO INC | 682,168 | $221.2M | 2.4% | $161.51 | +101.34% | 14 qtrssince 2021-Q3 | Decreased 0 |
NATERA INC | 1.3M | $203.7M | 2.2% | $63.30 | +150.49% | 22 qtrssince 2019-Q3 | Decreased 0 |
SHAKE SHACK INC | 1.5M | $190.2M | 2.1% | $58.32 | +122.06% | 24 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 1.5M | $159.9M | 1.7% | $40.94 | +160.61% | 24 qtrssince 2019-Q1 | Decreased 0 |
HUBSPOT INC | 225,347 | $157M | 1.7% | $166.21 | +320.86% | 24 qtrssince 2019-Q1 | Decreased 0 |
QUANTA SERVICES INC | 482,493 | $152.5M | 1.6% | $158.31 | +101.19% | 16 qtrssince 2021-Q1 | Decreased 0 |
TOAST INC-CLASS A | 4M | $147.2M | 1.6% | $38.20 | -3.45% | 14 qtrssince 2021-Q3 | Increased 54 |
APPFOLIO INC - A | 572,917 | $141.4M | 1.5% | $146.09 | +69.23% | 24 qtrssince 2019-Q1 | Increased 50 |
ELI LILLY & CO | 172,918 | $133.5M | 1.4% | $338.38 | +126.62% | 11 qtrssince 2022-Q2 | Decreased 0 |
ARISTA NETWORKS INC | 1.2M | $130.6M | 1.4% | $88.30 | +26.21% | 24 qtrssince 2019-Q1 | Increased 77 |
GLAUKOS CORP | 825,276 | $123.7M | 1.3% | $108.78 | +37.45% | 9 qtrssince 2022-Q4 | Increased 58 |
KNIFE RIVER CORP-W/I | 1.1M | $112.8M | 1.2% | $55.68 | +83.83% | 6 qtrssince 2023-Q3 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $9.3B across 254 positions as of Q4 2024. Top holdings: TSLA (6.0%), NFLX (4.8%), AMZN (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 28 new positions, 24 exits, 74 increased. Top move: ANET (INCREASED, conviction 77). Portfolio: $9.3B across 254 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