Filed: 8/14/2024ACC: 0001172661-24-003379
📋 What this filing means
GILDER GAGNON HOWE & CO LLC filed this quarterly 13F‑HR report disclosing 251 equity positions with a total reported market value of $7.98B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
251
Positions
$7.98B
Total AUM (reported)
119.02M
Total Shares
Allocation by class
COM$4.68B58.6%
CL A$1.40B17.5%
CL A COM$530.11M6.6%
COM CL A$358.29M4.5%
COM NEW$298.11M3.7%
SPONSORED ADS$153.18M1.9%
SHS$139.95M1.8%
Portfolio Concentration
Top 3$1.20B15.0%
4–10$1.54B19.3%
11–25$1.71B21.4%
Rest$3.53B44.3%
Top 3 weight
15.0%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 119.02M
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
119.02M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole251
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings251
Rows:
NVIDIA CORPORATION
SOLEShares3.60M
TypeSH
Market value$444.54M
5.57%
Sole
0.00
Shared
0.00
None
3.60M
AMAZON COM INC
SOLEShares2.04M
TypeSH
Market value$394.75M
4.95%
Sole
0.00
Shared
0.00
None
2.04M
NETFLIX INC
SOLEShares528.20K
TypeSH
Market value$356.47M
4.47%
Sole
0.00
Shared
0.00
None
528.20K
TESLA INC
SOLEShares1.43M
TypeSH
Market value$283.67M
3.55%
Sole
0.00
Shared
0.00
None
1.43M
META PLATFORMS INC
SOLEShares522.67K
TypeSH
Market value$263.54M
3.30%
Sole
0.00
Shared
0.00
None
522.67K
ELI LILLY & CO
SOLEShares251.75K
TypeSH
Market value$227.93M
2.86%
Sole
0.00
Shared
0.00
None
251.75K
INTUITIVE SURGICAL INC
SOLEShares473.25K
TypeSH
Market value$210.53M
2.64%
Sole
0.00
Shared
0.00
None
473.25K
FRESHPET INC
SOLEShares1.55M
TypeSH
Market value$201.16M
2.52%
Sole
0.00
Shared
0.00
None
1.55M
CLOUDFLARE INC
SOLEShares2.33M
TypeSH
Market value$193.10M
2.42%
Sole
0.00
Shared
0.00
None
2.33M
DUOLINGO INC
SOLEShares782.84K
TypeSH
Market value$163.36M
2.05%
Sole
0.00
Shared
0.00
None
782.84K
NATERA INC
SOLEShares1.38M
TypeSH
Market value$149.87M
1.88%
Sole
0.00
Shared
0.00
None
1.38M
SHAKE SHACK INC
SOLEShares1.57M
TypeSH
Market value$141.01M
1.77%
Sole
0.00
Shared
0.00
None
1.57M
ARISTA NETWORKS INC
SOLEShares397.27K
TypeSH
Market value$139.23M
1.74%
Sole
0.00
Shared
0.00
None
397.27K
HUBSPOT INC
SOLEShares234.20K
TypeSH
Market value$138.13M
1.73%
Sole
0.00
Shared
0.00
None
234.20K
APPFOLIO INC
SOLEShares560K
TypeSH
Market value$136.96M
1.72%
Sole
0.00
Shared
0.00
None
560K
MICROSOFT CORP
SOLEShares254.65K
TypeSH
Market value$113.81M
1.43%
Sole
0.00
Shared
0.00
None
254.65K
QUANTA SVCS INC
SOLEShares441.77K
TypeSH
Market value$112.25M
1.41%
Sole
0.00
Shared
0.00
None
441.77K
MONGODB INC
SOLEShares443.03K
TypeSH
Market value$110.74M
1.39%
Sole
0.00
Shared
0.00
None
443.03K
DICKS SPORTING GOODS INC
SOLEShares485.61K
TypeSH
Market value$104.33M
1.31%
Sole
0.00
Shared
0.00
None
485.61K
ALNYLAM PHARMACEUTICALS INC
SOLEShares398.62K
TypeSH
Market value$96.86M
1.21%
Sole
0.00
Shared
0.00
None
398.62K
MERCADOLIBRE INC
SOLEShares58.40K
TypeSH
Market value$95.97M
1.20%
Sole
0.00
Shared
0.00
None
58.40K
POOL CORP
SOLEShares309K
TypeSH
Market value$94.96M
1.19%
Sole
0.00
Shared
0.00
None
309K
ALPHABET INC
SOLEShares517.81K
TypeSH
Market value$94.32M
1.18%
Sole
0.00
Shared
0.00
None
517.81K
ADOBE INC
SOLEShares166.85K
TypeSH
Market value$92.69M
1.16%
Sole
0.00
Shared
0.00
None
166.85K
TOAST INC
SOLEShares3.44M
TypeSH
Market value$88.74M
1.11%
Sole
0.00
Shared
0.00
None
3.44M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 3.60M | SH | $444.54M 5.57% | 0.00 | 0.00 | 3.60M |
AMAZON COM INCSOLE | COM | 2.04M | SH | $394.75M 4.95% | 0.00 | 0.00 | 2.04M |
NETFLIX INCSOLE | COM | 528.20K | SH | $356.47M 4.47% | 0.00 | 0.00 | 528.20K |
TESLA INCSOLE | COM | 1.43M | SH | $283.67M 3.55% | 0.00 | 0.00 | 1.43M |
META PLATFORMS INCSOLE | CL A | 522.67K | SH | $263.54M 3.30% | 0.00 | 0.00 | 522.67K |
ELI LILLY & COSOLE | COM | 251.75K | SH | $227.93M 2.86% | 0.00 | 0.00 | 251.75K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 473.25K | SH | $210.53M 2.64% | 0.00 | 0.00 | 473.25K |
FRESHPET INCSOLE | COM | 1.55M | SH | $201.16M 2.52% | 0.00 | 0.00 | 1.55M |
CLOUDFLARE INCSOLE | CL A COM | 2.33M | SH | $193.10M 2.42% | 0.00 | 0.00 | 2.33M |
DUOLINGO INCSOLE | CL A COM | 782.84K | SH | $163.36M 2.05% | 0.00 | 0.00 | 782.84K |
NATERA INCSOLE | COM | 1.38M | SH | $149.87M 1.88% | 0.00 | 0.00 | 1.38M |
SHAKE SHACK INCSOLE | CL A | 1.57M | SH | $141.01M 1.77% | 0.00 | 0.00 | 1.57M |
ARISTA NETWORKS INCSOLE | COM | 397.27K | SH | $139.23M 1.74% | 0.00 | 0.00 | 397.27K |
HUBSPOT INCSOLE | COM | 234.20K | SH | $138.13M 1.73% | 0.00 | 0.00 | 234.20K |
APPFOLIO INCSOLE | COM CL A | 560K | SH | $136.96M 1.72% | 0.00 | 0.00 | 560K |
MICROSOFT CORPSOLE | COM | 254.65K | SH | $113.81M 1.43% | 0.00 | 0.00 | 254.65K |
QUANTA SVCS INCSOLE | COM | 441.77K | SH | $112.25M 1.41% | 0.00 | 0.00 | 441.77K |
MONGODB INCSOLE | CL A | 443.03K | SH | $110.74M 1.39% | 0.00 | 0.00 | 443.03K |
DICKS SPORTING GOODS INCSOLE | COM | 485.61K | SH | $104.33M 1.31% | 0.00 | 0.00 | 485.61K |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 398.62K | SH | $96.86M 1.21% | 0.00 | 0.00 | 398.62K |
MERCADOLIBRE INCSOLE | COM | 58.40K | SH | $95.97M 1.20% | 0.00 | 0.00 | 58.40K |
POOL CORPSOLE | COM | 309K | SH | $94.96M 1.19% | 0.00 | 0.00 | 309K |
ALPHABET INCSOLE | CAP STK CL A | 517.81K | SH | $94.32M 1.18% | 0.00 | 0.00 | 517.81K |
ADOBE INCSOLE | COM | 166.85K | SH | $92.69M 1.16% | 0.00 | 0.00 | 166.85K |
TOAST INCSOLE | CL A | 3.44M | SH | $88.74M 1.11% | 0.00 | 0.00 | 3.44M |
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