Filed: 11/14/2023ACC: 0001172661-23-003846
📋 What this filing means
GILDER GAGNON HOWE & CO LLC filed this quarterly 13F‑HR report disclosing 258 equity positions with a total reported market value of $6.57B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
258
Positions
$6.57B
Total AUM (reported)
124.57M
Total Shares
Allocation by class
COM$4.21B64.1%
CL A$1.08B16.5%
CL A COM$429.39M6.5%
COM CL A$244.70M3.7%
COM NEW$176.18M2.7%
CLASS A COM$69.17M1.1%
CAP STK CL A$67.93M1.0%
Portfolio Concentration
Top 3$936.74M14.2%
4–10$1.18B18.0%
11–25$1.46B22.3%
Rest$2.99B45.5%
Top 3 weight
14.2%
Top 10 weight
32.2%
Voting Authority Distribution
Total shares with voting rights: 124.57M
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
124.57M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole258
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings258
Rows:
TESLA INC
SOLEShares1.70M
TypeSH
Market value$426.12M
6.48%
Sole
0.00
Shared
0.00
None
1.70M
AMAZON COM INC
SOLEShares2.09M
TypeSH
Market value$265.85M
4.04%
Sole
0.00
Shared
0.00
None
2.09M
NVIDIA CORPORATION
SOLEShares562.70K
TypeSH
Market value$244.77M
3.72%
Sole
0.00
Shared
0.00
None
562.70K
NETFLIX INC
SOLEShares568.49K
TypeSH
Market value$214.66M
3.26%
Sole
0.00
Shared
0.00
None
568.49K
MONGODB INC
SOLEShares520.98K
TypeSH
Market value$180.19M
2.74%
Sole
0.00
Shared
0.00
None
520.98K
META PLATFORMS INC
SOLEShares584.06K
TypeSH
Market value$175.34M
2.67%
Sole
0.00
Shared
0.00
None
584.06K
CLOUDFLARE INC
SOLEShares2.68M
TypeSH
Market value$169.15M
2.57%
Sole
0.00
Shared
0.00
None
2.68M
ELI LILLY & CO
SOLEShares304.23K
TypeSH
Market value$163.41M
2.49%
Sole
0.00
Shared
0.00
None
304.23K
DUOLINGO INC
SOLEShares900.19K
TypeSH
Market value$149.31M
2.27%
Sole
0.00
Shared
0.00
None
900.19K
INTUITIVE SURGICAL INC
SOLEShares439.21K
TypeSH
Market value$128.38M
1.95%
Sole
0.00
Shared
0.00
None
439.21K
HUBSPOT INC
SOLEShares242.51K
TypeSH
Market value$119.43M
1.82%
Sole
0.00
Shared
0.00
None
242.51K
POOL CORP
SOLEShares318.63K
TypeSH
Market value$113.46M
1.73%
Sole
0.00
Shared
0.00
None
318.63K
FRESHPET INC
SOLEShares1.66M
TypeSH
Market value$109.47M
1.67%
Sole
0.00
Shared
0.00
None
1.66M
SHOCKWAVE MED INC
SOLEShares549.17K
TypeSH
Market value$109.34M
1.66%
Sole
0.00
Shared
0.00
None
549.17K
ALNYLAM PHARMACEUTICALS INC
SOLEShares594.98K
TypeSH
Market value$105.37M
1.60%
Sole
0.00
Shared
0.00
None
594.98K
PROCORE TECHNOLOGIES INC
SOLEShares1.55M
TypeSH
Market value$100.99M
1.54%
Sole
0.00
Shared
0.00
None
1.55M
SHAKE SHACK INC
SOLEShares1.72M
TypeSH
Market value$100.00M
1.52%
Sole
0.00
Shared
0.00
None
1.72M
CANADIAN PACIFIC KANSAS CITY
SOLEShares1.34M
TypeSH
Market value$99.45M
1.51%
Sole
0.00
Shared
0.00
None
1.34M
INTEL CORP
SOLEShares2.60M
TypeSH
Market value$92.37M
1.40%
Sole
0.00
Shared
0.00
None
2.60M
ADOBE INC
SOLEShares181K
TypeSH
Market value$92.29M
1.40%
Sole
0.00
Shared
0.00
None
181K
INSPIRE MED SYS INC
SOLEShares463.09K
TypeSH
Market value$91.90M
1.40%
Sole
0.00
Shared
0.00
None
463.09K
FLOOR & DECOR HLDGS INC
SOLEShares993.92K
TypeSH
Market value$89.95M
1.37%
Sole
0.00
Shared
0.00
None
993.92K
QUANTA SVCS INC
SOLEShares452.12K
TypeSH
Market value$84.58M
1.29%
Sole
0.00
Shared
0.00
None
452.12K
CALIX INC
SOLEShares1.74M
TypeSH
Market value$79.59M
1.21%
Sole
0.00
Shared
0.00
None
1.74M
MICROSOFT CORP
SOLEShares242.50K
TypeSH
Market value$76.57M
1.16%
Sole
0.00
Shared
0.00
None
242.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 1.70M | SH | $426.12M 6.48% | 0.00 | 0.00 | 1.70M |
AMAZON COM INCSOLE | COM | 2.09M | SH | $265.85M 4.04% | 0.00 | 0.00 | 2.09M |
NVIDIA CORPORATIONSOLE | COM | 562.70K | SH | $244.77M 3.72% | 0.00 | 0.00 | 562.70K |
NETFLIX INCSOLE | COM | 568.49K | SH | $214.66M 3.26% | 0.00 | 0.00 | 568.49K |
MONGODB INCSOLE | CL A | 520.98K | SH | $180.19M 2.74% | 0.00 | 0.00 | 520.98K |
META PLATFORMS INCSOLE | CL A | 584.06K | SH | $175.34M 2.67% | 0.00 | 0.00 | 584.06K |
CLOUDFLARE INCSOLE | CL A COM | 2.68M | SH | $169.15M 2.57% | 0.00 | 0.00 | 2.68M |
ELI LILLY & COSOLE | COM | 304.23K | SH | $163.41M 2.49% | 0.00 | 0.00 | 304.23K |
DUOLINGO INCSOLE | CL A COM | 900.19K | SH | $149.31M 2.27% | 0.00 | 0.00 | 900.19K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 439.21K | SH | $128.38M 1.95% | 0.00 | 0.00 | 439.21K |
HUBSPOT INCSOLE | COM | 242.51K | SH | $119.43M 1.82% | 0.00 | 0.00 | 242.51K |
POOL CORPSOLE | COM | 318.63K | SH | $113.46M 1.73% | 0.00 | 0.00 | 318.63K |
FRESHPET INCSOLE | COM | 1.66M | SH | $109.47M 1.67% | 0.00 | 0.00 | 1.66M |
SHOCKWAVE MED INCSOLE | COM | 549.17K | SH | $109.34M 1.66% | 0.00 | 0.00 | 549.17K |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 594.98K | SH | $105.37M 1.60% | 0.00 | 0.00 | 594.98K |
PROCORE TECHNOLOGIES INCSOLE | COM | 1.55M | SH | $100.99M 1.54% | 0.00 | 0.00 | 1.55M |
SHAKE SHACK INCSOLE | CL A | 1.72M | SH | $100.00M 1.52% | 0.00 | 0.00 | 1.72M |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 1.34M | SH | $99.45M 1.51% | 0.00 | 0.00 | 1.34M |
INTEL CORPSOLE | COM | 2.60M | SH | $92.37M 1.40% | 0.00 | 0.00 | 2.60M |
ADOBE INCSOLE | COM | 181K | SH | $92.29M 1.40% | 0.00 | 0.00 | 181K |
INSPIRE MED SYS INCSOLE | COM | 463.09K | SH | $91.90M 1.40% | 0.00 | 0.00 | 463.09K |
FLOOR & DECOR HLDGS INCSOLE | CL A | 993.92K | SH | $89.95M 1.37% | 0.00 | 0.00 | 993.92K |
QUANTA SVCS INCSOLE | COM | 452.12K | SH | $84.58M 1.29% | 0.00 | 0.00 | 452.12K |
CALIX INCSOLE | COM | 1.74M | SH | $79.59M 1.21% | 0.00 | 0.00 | 1.74M |
MICROSOFT CORPSOLE | COM | 242.50K | SH | $76.57M 1.16% | 0.00 | 0.00 | 242.50K |
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