Filed: 2/14/2023ACC: 0001172661-23-000915
📋 What this filing means
GILDER GAGNON HOWE & CO LLC filed this quarterly 13F‑HR report disclosing 244 equity positions with a total reported market value of $5.36B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
244
Positions
$5.36B
Total AUM (reported)
112.56M
Total Shares
Allocation by class
COM$3.54B66.1%
CL A$744.91M13.9%
CL A COM$252.05M4.7%
COM CL A$215.69M4.0%
COM NEW$152.47M2.8%
SPONSORED ADS$82.91M1.5%
CLASS A COM$62.54M1.2%
Portfolio Concentration
Top 3$645.75M12.0%
4–10$978.04M18.2%
11–25$1.19B22.2%
Rest$2.55B47.5%
Top 3 weight
12.0%
Top 10 weight
30.3%
Voting Authority Distribution
Total shares with voting rights: 112.56M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
112.56M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole0
Shared0
Other244
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings244
Rows:
TESLA INC
DFNDShares2.20M
TypeSH
Market value$270.86M
5.05%
Sole
0.00
Shared
0.00
None
2.20M
NETFLIX INC
DFNDShares642.43K
TypeSH
Market value$189.44M
3.53%
Sole
0.00
Shared
0.00
None
642.43K
AMAZON COM INC
DFNDShares2.21M
TypeSH
Market value$185.45M
3.46%
Sole
0.00
Shared
0.00
None
2.21M
ALNYLAM PHARMACEUTICALS INC
DFNDShares649.62K
TypeSH
Market value$154.38M
2.88%
Sole
0.00
Shared
0.00
None
649.62K
CALIX INC
DFNDShares2.17M
TypeSH
Market value$148.16M
2.76%
Sole
0.00
Shared
0.00
None
2.17M
SHOCKWAVE MED INC
DFNDShares705.88K
TypeSH
Market value$145.14M
2.71%
Sole
0.00
Shared
0.00
None
705.88K
CLOUDFLARE INC
DFNDShares3.06M
TypeSH
Market value$138.21M
2.58%
Sole
0.00
Shared
0.00
None
3.06M
IMPINJ INC
DFNDShares1.26M
TypeSH
Market value$137.54M
2.57%
Sole
0.00
Shared
0.00
None
1.26M
INSPIRE MED SYS INC
DFNDShares536.77K
TypeSH
Market value$135.20M
2.52%
Sole
0.00
Shared
0.00
None
536.77K
ENPHASE ENERGY INC
DFNDShares450.67K
TypeSH
Market value$119.41M
2.23%
Sole
0.00
Shared
0.00
None
450.67K
INTUITIVE SURGICAL INC
DFNDShares423K
TypeSH
Market value$112.24M
2.09%
Sole
0.00
Shared
0.00
None
423K
MONGODB INC
DFNDShares512.08K
TypeSH
Market value$100.80M
1.88%
Sole
0.00
Shared
0.00
None
512.08K
POOL CORP
DFNDShares307.46K
TypeSH
Market value$92.96M
1.73%
Sole
0.00
Shared
0.00
None
307.46K
LILLY ELI & CO
DFNDShares226.76K
TypeSH
Market value$82.96M
1.55%
Sole
0.00
Shared
0.00
None
226.76K
NVIDIA CORPORATION
DFNDShares560.49K
TypeSH
Market value$81.91M
1.53%
Sole
0.00
Shared
0.00
None
560.49K
HUBSPOT INC
DFNDShares283.15K
TypeSH
Market value$81.87M
1.53%
Sole
0.00
Shared
0.00
None
283.15K
FRESHPET INC
DFNDShares1.53M
TypeSH
Market value$80.98M
1.51%
Sole
0.00
Shared
0.00
None
1.53M
CANADIAN PAC RY LTD
DFNDShares1.08M
TypeSH
Market value$80.72M
1.51%
Sole
0.00
Shared
0.00
None
1.08M
DICKS SPORTING GOODS INC
DFNDShares647.96K
TypeSH
Market value$77.94M
1.45%
Sole
0.00
Shared
0.00
None
647.96K
DEXCOM INC
DFNDShares637.07K
TypeSH
Market value$72.14M
1.35%
Sole
0.00
Shared
0.00
None
637.07K
BIONTECH SE
DFNDShares458.42K
TypeSH
Market value$68.86M
1.28%
Sole
0.00
Shared
0.00
None
458.42K
SHAKE SHACK INC
DFNDShares1.62M
TypeSH
Market value$67.11M
1.25%
Sole
0.00
Shared
0.00
None
1.62M
DEERE & CO
DFNDShares150.87K
TypeSH
Market value$64.69M
1.21%
Sole
0.00
Shared
0.00
None
150.87K
PROCORE TECHNOLOGIES INC
DFNDShares1.36M
TypeSH
Market value$64.08M
1.20%
Sole
0.00
Shared
0.00
None
1.36M
DUOLINGO INC
DFNDShares878.52K
TypeSH
Market value$62.49M
1.17%
Sole
0.00
Shared
0.00
None
878.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCDFND | COM | 2.20M | SH | $270.86M 5.05% | 0.00 | 0.00 | 2.20M |
NETFLIX INCDFND | COM | 642.43K | SH | $189.44M 3.53% | 0.00 | 0.00 | 642.43K |
AMAZON COM INCDFND | COM | 2.21M | SH | $185.45M 3.46% | 0.00 | 0.00 | 2.21M |
ALNYLAM PHARMACEUTICALS INCDFND | COM | 649.62K | SH | $154.38M 2.88% | 0.00 | 0.00 | 649.62K |
CALIX INCDFND | COM | 2.17M | SH | $148.16M 2.76% | 0.00 | 0.00 | 2.17M |
SHOCKWAVE MED INCDFND | COM | 705.88K | SH | $145.14M 2.71% | 0.00 | 0.00 | 705.88K |
CLOUDFLARE INCDFND | CL A COM | 3.06M | SH | $138.21M 2.58% | 0.00 | 0.00 | 3.06M |
IMPINJ INCDFND | COM | 1.26M | SH | $137.54M 2.57% | 0.00 | 0.00 | 1.26M |
INSPIRE MED SYS INCDFND | COM | 536.77K | SH | $135.20M 2.52% | 0.00 | 0.00 | 536.77K |
ENPHASE ENERGY INCDFND | COM | 450.67K | SH | $119.41M 2.23% | 0.00 | 0.00 | 450.67K |
INTUITIVE SURGICAL INCDFND | COM NEW | 423K | SH | $112.24M 2.09% | 0.00 | 0.00 | 423K |
MONGODB INCDFND | CL A | 512.08K | SH | $100.80M 1.88% | 0.00 | 0.00 | 512.08K |
POOL CORPDFND | COM | 307.46K | SH | $92.96M 1.73% | 0.00 | 0.00 | 307.46K |
LILLY ELI & CODFND | COM | 226.76K | SH | $82.96M 1.55% | 0.00 | 0.00 | 226.76K |
NVIDIA CORPORATIONDFND | COM | 560.49K | SH | $81.91M 1.53% | 0.00 | 0.00 | 560.49K |
HUBSPOT INCDFND | COM | 283.15K | SH | $81.87M 1.53% | 0.00 | 0.00 | 283.15K |
FRESHPET INCDFND | COM | 1.53M | SH | $80.98M 1.51% | 0.00 | 0.00 | 1.53M |
CANADIAN PAC RY LTDDFND | COM | 1.08M | SH | $80.72M 1.51% | 0.00 | 0.00 | 1.08M |
DICKS SPORTING GOODS INCDFND | COM | 647.96K | SH | $77.94M 1.45% | 0.00 | 0.00 | 647.96K |
DEXCOM INCDFND | COM | 637.07K | SH | $72.14M 1.35% | 0.00 | 0.00 | 637.07K |
BIONTECH SEDFND | SPONSORED ADS | 458.42K | SH | $68.86M 1.28% | 0.00 | 0.00 | 458.42K |
SHAKE SHACK INCDFND | CL A | 1.62M | SH | $67.11M 1.25% | 0.00 | 0.00 | 1.62M |
DEERE & CODFND | COM | 150.87K | SH | $64.69M 1.21% | 0.00 | 0.00 | 150.87K |
PROCORE TECHNOLOGIES INCDFND | COM | 1.36M | SH | $64.08M 1.20% | 0.00 | 0.00 | 1.36M |
DUOLINGO INCDFND | CL A COM | 878.52K | SH | $62.49M 1.17% | 0.00 | 0.00 | 878.52K |
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