Filed: 11/14/2024ACC: 0001172661-24-004863
๐ What this filing means
GILDER GAGNON HOWE & CO LLC filed this quarterly 13FโHR 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
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 3$1.17B14.0%
4โ10$1.69B20.2%
11โ25$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
SOLEShares3.41M
TypeSH
Market value$413.74M
4.95%
Sole
0.00
Shared
0.00
None
3.41M
AMAZON COM INC
SOLEShares2.08M
TypeSH
Market value$388.25M
4.64%
Sole
0.00
Shared
0.00
None
2.08M
TESLA INC
SOLEShares1.41M
TypeSH
Market value$369.63M
4.42%
Sole
0.00
Shared
0.00
None
1.41M
NETFLIX INC
SOLEShares516.25K
TypeSH
Market value$366.16M
4.38%
Sole
0.00
Shared
0.00
None
516.25K
META PLATFORMS INC
SOLEShares507.34K
TypeSH
Market value$290.42M
3.47%
Sole
0.00
Shared
0.00
None
507.34K
INTUITIVE SURGICAL INC
SOLEShares476.66K
TypeSH
Market value$234.17M
2.80%
Sole
0.00
Shared
0.00
None
476.66K
DUOLINGO INC
SOLEShares746.28K
TypeSH
Market value$210.47M
2.52%
Sole
0.00
Shared
0.00
None
746.28K
FRESHPET INC
SOLEShares1.52M
TypeSH
Market value$208.13M
2.49%
Sole
0.00
Shared
0.00
None
1.52M
ELI LILLY & CO
SOLEShares216.96K
TypeSH
Market value$192.22M
2.30%
Sole
0.00
Shared
0.00
None
216.96K
CLOUDFLARE INC
SOLEShares2.29M
TypeSH
Market value$185.00M
2.21%
Sole
0.00
Shared
0.00
None
2.29M
NATERA INC
SOLEShares1.39M
TypeSH
Market value$176.52M
2.11%
Sole
0.00
Shared
0.00
None
1.39M
SHAKE SHACK INC
SOLEShares1.50M
TypeSH
Market value$154.50M
1.85%
Sole
0.00
Shared
0.00
None
1.50M
QUANTA SVCS INC
SOLEShares491.60K
TypeSH
Market value$146.57M
1.75%
Sole
0.00
Shared
0.00
None
491.60K
ARISTA NETWORKS INC
SOLEShares372.17K
TypeSH
Market value$142.85M
1.71%
Sole
0.00
Shared
0.00
None
372.17K
APPFOLIO INC
SOLEShares547.35K
TypeSH
Market value$128.85M
1.54%
Sole
0.00
Shared
0.00
None
547.35K
SHOPIFY INC
SOLEShares1.59M
TypeSH
Market value$127.32M
1.52%
Sole
0.00
Shared
0.00
None
1.59M
HUBSPOT INC
SOLEShares230.99K
TypeSH
Market value$122.79M
1.47%
Sole
0.00
Shared
0.00
None
230.99K
MICROSOFT CORP
SOLEShares261.25K
TypeSH
Market value$112.42M
1.34%
Sole
0.00
Shared
0.00
None
261.25K
MERCADOLIBRE INC
SOLEShares53.85K
TypeSH
Market value$110.51M
1.32%
Sole
0.00
Shared
0.00
None
53.85K
POOL CORP
SOLEShares288.88K
TypeSH
Market value$108.85M
1.30%
Sole
0.00
Shared
0.00
None
288.88K
ALNYLAM PHARMACEUTICALS INC
SOLEShares383.99K
TypeSH
Market value$105.61M
1.26%
Sole
0.00
Shared
0.00
None
383.99K
BOSTON SCIENTIFIC CORP
SOLEShares1.23M
TypeSH
Market value$103.15M
1.23%
Sole
0.00
Shared
0.00
None
1.23M
TOAST INC
SOLEShares3.59M
TypeSH
Market value$101.73M
1.22%
Sole
0.00
Shared
0.00
None
3.59M
KNIFE RIVER CORP
SOLEShares1.13M
TypeSH
Market value$101.36M
1.21%
Sole
0.00
Shared
0.00
None
1.13M
MONGODB INC
SOLEShares369.38K
TypeSH
Market value$99.86M
1.19%
Sole
0.00
Shared
0.00
None
369.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 3.41M | SH | $413.74M 4.95% | 0.00 | 0.00 | 3.41M |
AMAZON COM INCSOLE | COM | 2.08M | SH | $388.25M 4.64% | 0.00 | 0.00 | 2.08M |
TESLA INCSOLE | COM | 1.41M | SH | $369.63M 4.42% | 0.00 | 0.00 | 1.41M |
NETFLIX INCSOLE | COM | 516.25K | SH | $366.16M 4.38% | 0.00 | 0.00 | 516.25K |
META PLATFORMS INCSOLE | CL A | 507.34K | SH | $290.42M 3.47% | 0.00 | 0.00 | 507.34K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 476.66K | SH | $234.17M 2.80% | 0.00 | 0.00 | 476.66K |
DUOLINGO INCSOLE | CL A COM | 746.28K | SH | $210.47M 2.52% | 0.00 | 0.00 | 746.28K |
FRESHPET INCSOLE | COM | 1.52M | SH | $208.13M 2.49% | 0.00 | 0.00 | 1.52M |
ELI LILLY & COSOLE | COM | 216.96K | SH | $192.22M 2.30% | 0.00 | 0.00 | 216.96K |
CLOUDFLARE INCSOLE | CL A COM | 2.29M | SH | $185.00M 2.21% | 0.00 | 0.00 | 2.29M |
NATERA INCSOLE | COM | 1.39M | SH | $176.52M 2.11% | 0.00 | 0.00 | 1.39M |
SHAKE SHACK INCSOLE | CL A | 1.50M | SH | $154.50M 1.85% | 0.00 | 0.00 | 1.50M |
QUANTA SVCS INCSOLE | COM | 491.60K | SH | $146.57M 1.75% | 0.00 | 0.00 | 491.60K |
ARISTA NETWORKS INCSOLE | COM | 372.17K | SH | $142.85M 1.71% | 0.00 | 0.00 | 372.17K |
APPFOLIO INCSOLE | COM CL A | 547.35K | SH | $128.85M 1.54% | 0.00 | 0.00 | 547.35K |
SHOPIFY INCSOLE | CL A | 1.59M | SH | $127.32M 1.52% | 0.00 | 0.00 | 1.59M |
HUBSPOT INCSOLE | COM | 230.99K | SH | $122.79M 1.47% | 0.00 | 0.00 | 230.99K |
MICROSOFT CORPSOLE | COM | 261.25K | SH | $112.42M 1.34% | 0.00 | 0.00 | 261.25K |
MERCADOLIBRE INCSOLE | COM | 53.85K | SH | $110.51M 1.32% | 0.00 | 0.00 | 53.85K |
POOL CORPSOLE | COM | 288.88K | SH | $108.85M 1.30% | 0.00 | 0.00 | 288.88K |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 383.99K | SH | $105.61M 1.26% | 0.00 | 0.00 | 383.99K |
BOSTON SCIENTIFIC CORPSOLE | COM | 1.23M | SH | $103.15M 1.23% | 0.00 | 0.00 | 1.23M |
TOAST INCSOLE | CL A | 3.59M | SH | $101.73M 1.22% | 0.00 | 0.00 | 3.59M |
KNIFE RIVER CORPSOLE | COMMON STOCK | 1.13M | SH | $101.36M 1.21% | 0.00 | 0.00 | 1.13M |
MONGODB INCSOLE | CL A | 369.38K | SH | $99.86M 1.19% | 0.00 | 0.00 | 369.38K |
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