GILDER GAGNON HOWE & CO LLC

PrivateCIK: 902464
Location

NEW YORK, NY

๐Ÿ“‹ What this filing means

GILDER GAGNON HOWE & CO LLC filed this quarterly 13Fโ€‘HR report disclosing 250 equity positions with a total reported market value of $8.36B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

250
Positions
$8.36B
Total AUM (reported)
111.81M
Total Shares

Allocation by class

TOTAL AUM$8.36B250 positions
COM$4.91B58.8%
CL A$1.45B17.3%
CL A COM$589.58M7.1%
COM CL A$338.11M4.0%
COM NEW$325.80M3.9%
SPONSORED ADS$174.71M2.1%
COMMON STOCK$131.71M1.6%

Portfolio Concentration

Top 314.0%4โ€“1020.2%11โ€“2522.0%Rest43.8%TOP 1034.2%0%100%
Top 3$1.17B14.0%
4โ€“10$1.69B20.2%
11โ€“25$1.84B22.0%
Rest$3.66B43.8%

Top 3 weight

14.0%

Top 10 weight

34.2%

Voting Authority Distribution

Total shares with voting rights: 111.81M

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

111.81M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole250
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings250
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares3.41M
TypeSH
Market value$413.74M
4.95%
Sole
0.00
Shared
0.00
None
3.41M

AMAZON COM INC

SOLE
COM
Shares2.08M
TypeSH
Market value$388.25M
4.64%
Sole
0.00
Shared
0.00
None
2.08M

TESLA INC

SOLE
COM
Shares1.41M
TypeSH
Market value$369.63M
4.42%
Sole
0.00
Shared
0.00
None
1.41M

NETFLIX INC

SOLE
COM
Shares516.25K
TypeSH
Market value$366.16M
4.38%
Sole
0.00
Shared
0.00
None
516.25K

META PLATFORMS INC

SOLE
CL A
Shares507.34K
TypeSH
Market value$290.42M
3.47%
Sole
0.00
Shared
0.00
None
507.34K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares476.66K
TypeSH
Market value$234.17M
2.80%
Sole
0.00
Shared
0.00
None
476.66K

DUOLINGO INC

SOLE
CL A COM
Shares746.28K
TypeSH
Market value$210.47M
2.52%
Sole
0.00
Shared
0.00
None
746.28K

FRESHPET INC

SOLE
COM
Shares1.52M
TypeSH
Market value$208.13M
2.49%
Sole
0.00
Shared
0.00
None
1.52M

ELI LILLY & CO

SOLE
COM
Shares216.96K
TypeSH
Market value$192.22M
2.30%
Sole
0.00
Shared
0.00
None
216.96K

CLOUDFLARE INC

SOLE
CL A COM
Shares2.29M
TypeSH
Market value$185.00M
2.21%
Sole
0.00
Shared
0.00
None
2.29M

NATERA INC

SOLE
COM
Shares1.39M
TypeSH
Market value$176.52M
2.11%
Sole
0.00
Shared
0.00
None
1.39M

SHAKE SHACK INC

SOLE
CL A
Shares1.50M
TypeSH
Market value$154.50M
1.85%
Sole
0.00
Shared
0.00
None
1.50M

QUANTA SVCS INC

SOLE
COM
Shares491.60K
TypeSH
Market value$146.57M
1.75%
Sole
0.00
Shared
0.00
None
491.60K

ARISTA NETWORKS INC

SOLE
COM
Shares372.17K
TypeSH
Market value$142.85M
1.71%
Sole
0.00
Shared
0.00
None
372.17K

APPFOLIO INC

SOLE
COM CL A
Shares547.35K
TypeSH
Market value$128.85M
1.54%
Sole
0.00
Shared
0.00
None
547.35K

SHOPIFY INC

SOLE
CL A
Shares1.59M
TypeSH
Market value$127.32M
1.52%
Sole
0.00
Shared
0.00
None
1.59M

HUBSPOT INC

SOLE
COM
Shares230.99K
TypeSH
Market value$122.79M
1.47%
Sole
0.00
Shared
0.00
None
230.99K

MICROSOFT CORP

SOLE
COM
Shares261.25K
TypeSH
Market value$112.42M
1.34%
Sole
0.00
Shared
0.00
None
261.25K

MERCADOLIBRE INC

SOLE
COM
Shares53.85K
TypeSH
Market value$110.51M
1.32%
Sole
0.00
Shared
0.00
None
53.85K

POOL CORP

SOLE
COM
Shares288.88K
TypeSH
Market value$108.85M
1.30%
Sole
0.00
Shared
0.00
None
288.88K

ALNYLAM PHARMACEUTICALS INC

SOLE
COM
Shares383.99K
TypeSH
Market value$105.61M
1.26%
Sole
0.00
Shared
0.00
None
383.99K

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares1.23M
TypeSH
Market value$103.15M
1.23%
Sole
0.00
Shared
0.00
None
1.23M

TOAST INC

SOLE
CL A
Shares3.59M
TypeSH
Market value$101.73M
1.22%
Sole
0.00
Shared
0.00
None
3.59M

KNIFE RIVER CORP

SOLE
COMMON STOCK
Shares1.13M
TypeSH
Market value$101.36M
1.21%
Sole
0.00
Shared
0.00
None
1.13M

MONGODB INC

SOLE
CL A
Shares369.38K
TypeSH
Market value$99.86M
1.19%
Sole
0.00
Shared
0.00
None
369.38K
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GILDER GAGNON HOWE & CO LLC 13F Holdings โ€” 250 Positions | Finecho