Filed: 8/14/2023ACC: 0001172661-23-002967
📋 What this filing means
GILDER GAGNON HOWE & CO LLC filed this quarterly 13F‑HR report disclosing 342 equity positions with a total reported market value of $7.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
342
Positions
$7.31B
Total AUM (reported)
185.39M
Total Shares
Allocation by class
COM$4.80B65.7%
CL A$1.21B16.6%
CL A COM$440.27M6.0%
COM CL A$245.42M3.4%
COM NEW$193.82M2.7%
SPONSORED ADS$73.54M1.0%
CLASS A COM$70.18M1.0%
Portfolio Concentration
Top 3$1.06B14.6%
4–10$1.28B17.5%
11–25$1.63B22.3%
Rest$3.34B45.7%
Top 3 weight
14.6%
Top 10 weight
32.0%
Voting Authority Distribution
Total shares with voting rights: 185.39M
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
185.39M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole0
Shared0
Other342
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings342
Rows:
TESLA INC
DFNDShares2M
TypeSH
Market value$523.73M
7.17%
Sole
0.00
Shared
0.00
None
2M
AMAZON COM INC
DFNDShares2.13M
TypeSH
Market value$277.89M
3.80%
Sole
0.00
Shared
0.00
None
2.13M
NETFLIX INC
DFNDShares597.55K
TypeSH
Market value$263.21M
3.60%
Sole
0.00
Shared
0.00
None
597.55K
NVIDIA CORPORATION
DFNDShares561.45K
TypeSH
Market value$237.50M
3.25%
Sole
0.00
Shared
0.00
None
561.45K
MONGODB INC
DFNDShares527.71K
TypeSH
Market value$216.88M
2.97%
Sole
0.00
Shared
0.00
None
527.71K
CLOUDFLARE INC
DFNDShares2.76M
TypeSH
Market value$180.62M
2.47%
Sole
0.00
Shared
0.00
None
2.76M
META PLATFORMS INC
DFNDShares583.29K
TypeSH
Market value$167.39M
2.29%
Sole
0.00
Shared
0.00
None
583.29K
INSPIRE MED SYS INC
DFNDShares496.05K
TypeSH
Market value$161.04M
2.20%
Sole
0.00
Shared
0.00
None
496.05K
SHOCKWAVE MED INC
DFNDShares563.62K
TypeSH
Market value$160.86M
2.20%
Sole
0.00
Shared
0.00
None
563.62K
INTUITIVE SURGICAL INC
DFNDShares441.57K
TypeSH
Market value$150.99M
2.07%
Sole
0.00
Shared
0.00
None
441.57K
LILLY ELI & CO
DFNDShares317.52K
TypeSH
Market value$148.91M
2.04%
Sole
0.00
Shared
0.00
None
317.52K
HUBSPOT INC
DFNDShares245.21K
TypeSH
Market value$130.47M
1.79%
Sole
0.00
Shared
0.00
None
245.21K
DUOLINGO INC
DFNDShares911.04K
TypeSH
Market value$130.22M
1.78%
Sole
0.00
Shared
0.00
None
911.04K
SHAKE SHACK INC
DFNDShares1.57M
TypeSH
Market value$121.86M
1.67%
Sole
0.00
Shared
0.00
None
1.57M
POOL CORP
DFNDShares318.74K
TypeSH
Market value$119.41M
1.63%
Sole
0.00
Shared
0.00
None
318.74K
FRESHPET INC
DFNDShares1.73M
TypeSH
Market value$114.02M
1.56%
Sole
0.00
Shared
0.00
None
1.73M
ALNYLAM PHARMACEUTICALS INC
DFNDShares598.70K
TypeSH
Market value$113.72M
1.56%
Sole
0.00
Shared
0.00
None
598.70K
CANADIAN PACIFIC KANSAS CITY
DFNDShares1.34M
TypeSH
Market value$108.35M
1.48%
Sole
0.00
Shared
0.00
None
1.34M
PROCORE TECHNOLOGIES INC
DFNDShares1.55M
TypeSH
Market value$101.05M
1.38%
Sole
0.00
Shared
0.00
None
1.55M
FLOOR & DECOR HLDGS INC
DFNDShares923.24K
TypeSH
Market value$95.98M
1.31%
Sole
0.00
Shared
0.00
None
923.24K
SHOPIFY INC
DFNDShares1.46M
TypeSH
Market value$94.33M
1.29%
Sole
0.00
Shared
0.00
None
1.46M
CALIX INC
DFNDShares1.83M
TypeSH
Market value$91.55M
1.25%
Sole
0.00
Shared
0.00
None
1.83M
ADOBE SYSTEMS INCORPORATED
DFNDShares177.87K
TypeSH
Market value$86.98M
1.19%
Sole
0.00
Shared
0.00
None
177.87K
IMPINJ INC
DFNDShares968.80K
TypeSH
Market value$86.85M
1.19%
Sole
0.00
Shared
0.00
None
968.80K
DATADOG INC
DFNDShares867.69K
TypeSH
Market value$85.36M
1.17%
Sole
0.00
Shared
0.00
None
867.69K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCDFND | COM | 2M | SH | $523.73M 7.17% | 0.00 | 0.00 | 2M |
AMAZON COM INCDFND | COM | 2.13M | SH | $277.89M 3.80% | 0.00 | 0.00 | 2.13M |
NETFLIX INCDFND | COM | 597.55K | SH | $263.21M 3.60% | 0.00 | 0.00 | 597.55K |
NVIDIA CORPORATIONDFND | COM | 561.45K | SH | $237.50M 3.25% | 0.00 | 0.00 | 561.45K |
MONGODB INCDFND | CL A | 527.71K | SH | $216.88M 2.97% | 0.00 | 0.00 | 527.71K |
CLOUDFLARE INCDFND | CL A COM | 2.76M | SH | $180.62M 2.47% | 0.00 | 0.00 | 2.76M |
META PLATFORMS INCDFND | CL A | 583.29K | SH | $167.39M 2.29% | 0.00 | 0.00 | 583.29K |
INSPIRE MED SYS INCDFND | COM | 496.05K | SH | $161.04M 2.20% | 0.00 | 0.00 | 496.05K |
SHOCKWAVE MED INCDFND | COM | 563.62K | SH | $160.86M 2.20% | 0.00 | 0.00 | 563.62K |
INTUITIVE SURGICAL INCDFND | COM NEW | 441.57K | SH | $150.99M 2.07% | 0.00 | 0.00 | 441.57K |
LILLY ELI & CODFND | COM | 317.52K | SH | $148.91M 2.04% | 0.00 | 0.00 | 317.52K |
HUBSPOT INCDFND | COM | 245.21K | SH | $130.47M 1.79% | 0.00 | 0.00 | 245.21K |
DUOLINGO INCDFND | CL A COM | 911.04K | SH | $130.22M 1.78% | 0.00 | 0.00 | 911.04K |
SHAKE SHACK INCDFND | CL A | 1.57M | SH | $121.86M 1.67% | 0.00 | 0.00 | 1.57M |
POOL CORPDFND | COM | 318.74K | SH | $119.41M 1.63% | 0.00 | 0.00 | 318.74K |
FRESHPET INCDFND | COM | 1.73M | SH | $114.02M 1.56% | 0.00 | 0.00 | 1.73M |
ALNYLAM PHARMACEUTICALS INCDFND | COM | 598.70K | SH | $113.72M 1.56% | 0.00 | 0.00 | 598.70K |
CANADIAN PACIFIC KANSAS CITYDFND | COM | 1.34M | SH | $108.35M 1.48% | 0.00 | 0.00 | 1.34M |
PROCORE TECHNOLOGIES INCDFND | COM | 1.55M | SH | $101.05M 1.38% | 0.00 | 0.00 | 1.55M |
FLOOR & DECOR HLDGS INCDFND | CL A | 923.24K | SH | $95.98M 1.31% | 0.00 | 0.00 | 923.24K |
SHOPIFY INCDFND | CL A | 1.46M | SH | $94.33M 1.29% | 0.00 | 0.00 | 1.46M |
CALIX INCDFND | COM | 1.83M | SH | $91.55M 1.25% | 0.00 | 0.00 | 1.83M |
ADOBE SYSTEMS INCORPORATEDDFND | COM | 177.87K | SH | $86.98M 1.19% | 0.00 | 0.00 | 177.87K |
IMPINJ INCDFND | COM | 968.80K | SH | $86.85M 1.19% | 0.00 | 0.00 | 968.80K |
DATADOG INCDFND | CL A COM | 867.69K | SH | $85.36M 1.17% | 0.00 | 0.00 | 867.69K |
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