Filed: 2/14/2024ACC: 0001172661-24-001491
📋 What this filing means
GILDER GAGNON HOWE & CO LLC filed this quarterly 13F‑HR report disclosing 250 equity positions with a total reported market value of $7.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
250
Positions
$7.29B
Total AUM (reported)
115.47M
Total Shares
Allocation by class
COM$4.49B61.6%
CL A$1.30B17.8%
CL A COM$517.28M7.1%
COM CL A$245.26M3.4%
COM NEW$200.53M2.8%
CLASS A COM$93.46M1.3%
COMMON STOCK$76.14M1.0%
Portfolio Concentration
Top 3$984.44M13.5%
4–10$1.34B18.4%
11–25$1.68B23.1%
Rest$3.28B45.0%
Top 3 weight
13.5%
Top 10 weight
31.9%
Voting Authority Distribution
Total shares with voting rights: 115.47M
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
115.47M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole250
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings250
Rows:
TESLA INC
SOLEShares1.58M
TypeSH
Market value$393.84M
5.41%
Sole
0.00
Shared
0.00
None
1.58M
AMAZON COM INC
SOLEShares2.06M
TypeSH
Market value$313.44M
4.30%
Sole
0.00
Shared
0.00
None
2.06M
NETFLIX INC
SOLEShares569.26K
TypeSH
Market value$277.16M
3.80%
Sole
0.00
Shared
0.00
None
569.26K
NVIDIA CORPORATION
SOLEShares518.71K
TypeSH
Market value$256.87M
3.53%
Sole
0.00
Shared
0.00
None
518.71K
CLOUDFLARE INC
SOLEShares2.45M
TypeSH
Market value$204.19M
2.80%
Sole
0.00
Shared
0.00
None
2.45M
MONGODB INC
SOLEShares479.87K
TypeSH
Market value$196.19M
2.69%
Sole
0.00
Shared
0.00
None
479.87K
META PLATFORMS INC
SOLEShares522.40K
TypeSH
Market value$184.91M
2.54%
Sole
0.00
Shared
0.00
None
522.40K
DUOLINGO INC
SOLEShares792.56K
TypeSH
Market value$179.79M
2.47%
Sole
0.00
Shared
0.00
None
792.56K
ELI LILLY & CO
SOLEShares294.57K
TypeSH
Market value$171.71M
2.36%
Sole
0.00
Shared
0.00
None
294.57K
FRESHPET INC
SOLEShares1.71M
TypeSH
Market value$148.32M
2.04%
Sole
0.00
Shared
0.00
None
1.71M
INTUITIVE SURGICAL INC
SOLEShares436.90K
TypeSH
Market value$147.39M
2.02%
Sole
0.00
Shared
0.00
None
436.90K
HUBSPOT INC
SOLEShares238.68K
TypeSH
Market value$138.56M
1.90%
Sole
0.00
Shared
0.00
None
238.68K
INTEL CORP
SOLEShares2.67M
TypeSH
Market value$134.02M
1.84%
Sole
0.00
Shared
0.00
None
2.67M
POOL CORP
SOLEShares319.87K
TypeSH
Market value$127.54M
1.75%
Sole
0.00
Shared
0.00
None
319.87K
SHAKE SHACK INC
SOLEShares1.70M
TypeSH
Market value$126.35M
1.73%
Sole
0.00
Shared
0.00
None
1.70M
ALNYLAM PHARMACEUTICALS INC
SOLEShares587.04K
TypeSH
Market value$112.37M
1.54%
Sole
0.00
Shared
0.00
None
587.04K
SHOPIFY INC
SOLEShares1.42M
TypeSH
Market value$110.46M
1.52%
Sole
0.00
Shared
0.00
None
1.42M
ADOBE INC
SOLEShares180.57K
TypeSH
Market value$107.73M
1.48%
Sole
0.00
Shared
0.00
None
180.57K
ROBLOX CORP
SOLEShares2.28M
TypeSH
Market value$104.08M
1.43%
Sole
0.00
Shared
0.00
None
2.28M
SHOCKWAVE MED INC
SOLEShares533.99K
TypeSH
Market value$101.76M
1.40%
Sole
0.00
Shared
0.00
None
533.99K
ARISTA NETWORKS INC
SOLEShares411.03K
TypeSH
Market value$96.80M
1.33%
Sole
0.00
Shared
0.00
None
411.03K
QUANTA SVCS INC
SOLEShares447.99K
TypeSH
Market value$96.68M
1.33%
Sole
0.00
Shared
0.00
None
447.99K
MICROSOFT CORP
SOLEShares253.44K
TypeSH
Market value$95.31M
1.31%
Sole
0.00
Shared
0.00
None
253.44K
MERCADOLIBRE INC
SOLEShares58.61K
TypeSH
Market value$92.11M
1.26%
Sole
0.00
Shared
0.00
None
58.61K
PROCORE TECHNOLOGIES INC
SOLEShares1.30M
TypeSH
Market value$89.84M
1.23%
Sole
0.00
Shared
0.00
None
1.30M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 1.58M | SH | $393.84M 5.41% | 0.00 | 0.00 | 1.58M |
AMAZON COM INCSOLE | COM | 2.06M | SH | $313.44M 4.30% | 0.00 | 0.00 | 2.06M |
NETFLIX INCSOLE | COM | 569.26K | SH | $277.16M 3.80% | 0.00 | 0.00 | 569.26K |
NVIDIA CORPORATIONSOLE | COM | 518.71K | SH | $256.87M 3.53% | 0.00 | 0.00 | 518.71K |
CLOUDFLARE INCSOLE | CL A COM | 2.45M | SH | $204.19M 2.80% | 0.00 | 0.00 | 2.45M |
MONGODB INCSOLE | CL A | 479.87K | SH | $196.19M 2.69% | 0.00 | 0.00 | 479.87K |
META PLATFORMS INCSOLE | CL A | 522.40K | SH | $184.91M 2.54% | 0.00 | 0.00 | 522.40K |
DUOLINGO INCSOLE | CL A COM | 792.56K | SH | $179.79M 2.47% | 0.00 | 0.00 | 792.56K |
ELI LILLY & COSOLE | COM | 294.57K | SH | $171.71M 2.36% | 0.00 | 0.00 | 294.57K |
FRESHPET INCSOLE | COM | 1.71M | SH | $148.32M 2.04% | 0.00 | 0.00 | 1.71M |
INTUITIVE SURGICAL INCSOLE | COM NEW | 436.90K | SH | $147.39M 2.02% | 0.00 | 0.00 | 436.90K |
HUBSPOT INCSOLE | COM | 238.68K | SH | $138.56M 1.90% | 0.00 | 0.00 | 238.68K |
INTEL CORPSOLE | COM | 2.67M | SH | $134.02M 1.84% | 0.00 | 0.00 | 2.67M |
POOL CORPSOLE | COM | 319.87K | SH | $127.54M 1.75% | 0.00 | 0.00 | 319.87K |
SHAKE SHACK INCSOLE | CL A | 1.70M | SH | $126.35M 1.73% | 0.00 | 0.00 | 1.70M |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 587.04K | SH | $112.37M 1.54% | 0.00 | 0.00 | 587.04K |
SHOPIFY INCSOLE | CL A | 1.42M | SH | $110.46M 1.52% | 0.00 | 0.00 | 1.42M |
ADOBE INCSOLE | COM | 180.57K | SH | $107.73M 1.48% | 0.00 | 0.00 | 180.57K |
ROBLOX CORPSOLE | CL A | 2.28M | SH | $104.08M 1.43% | 0.00 | 0.00 | 2.28M |
SHOCKWAVE MED INCSOLE | COM | 533.99K | SH | $101.76M 1.40% | 0.00 | 0.00 | 533.99K |
ARISTA NETWORKS INCSOLE | COM | 411.03K | SH | $96.80M 1.33% | 0.00 | 0.00 | 411.03K |
QUANTA SVCS INCSOLE | COM | 447.99K | SH | $96.68M 1.33% | 0.00 | 0.00 | 447.99K |
MICROSOFT CORPSOLE | COM | 253.44K | SH | $95.31M 1.31% | 0.00 | 0.00 | 253.44K |
MERCADOLIBRE INCSOLE | COM | 58.61K | SH | $92.11M 1.26% | 0.00 | 0.00 | 58.61K |
PROCORE TECHNOLOGIES INCSOLE | COM | 1.30M | SH | $89.84M 1.23% | 0.00 | 0.00 | 1.30M |
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