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 254 equity positions with a total reported market value of $9.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

254
Positions
$9.27B
Total AUM (reported)
110.06M
Total Shares

Allocation by class

TOTAL AUM$9.27B254 positions
COM$5.21B56.1%
CL A$1.65B17.7%
CL A COM$652.46M7.0%
COM CL A$440.66M4.8%
COM NEW$334.23M3.6%
SPONSORED ADS$184.98M2.0%
COM SHS$178.75M1.9%

Portfolio Concentration

Top 315.6%4โ€“1020.1%11โ€“2521.3%Rest43.0%TOP 1035.7%0%100%
Top 3$1.45B15.6%
4โ€“10$1.87B20.1%
11โ€“25$1.97B21.3%
Rest$3.99B43.0%

Top 3 weight

15.6%

Top 10 weight

35.7%

Voting Authority Distribution

Total shares with voting rights: 110.06M

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

110.06M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole254
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings254
Rows:

TESLA INC

SOLE
COM
Shares1.38M
TypeSH
Market value$557.43M
6.01%
Sole
0.00
Shared
0.00
None
1.38M

NETFLIX INC

SOLE
COM
Shares502.43K
TypeSH
Market value$447.83M
4.83%
Sole
0.00
Shared
0.00
None
502.43K

AMAZON COM INC

SOLE
COM
Shares2.01M
TypeSH
Market value$440.34M
4.75%
Sole
0.00
Shared
0.00
None
2.01M

NVIDIA CORPORATION

SOLE
COM
Shares3.26M
TypeSH
Market value$437.79M
4.72%
Sole
0.00
Shared
0.00
None
3.26M

META PLATFORMS INC

SOLE
CL A
Shares498.70K
TypeSH
Market value$291.99M
3.15%
Sole
0.00
Shared
0.00
None
498.70K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares473.85K
TypeSH
Market value$247.33M
2.67%
Sole
0.00
Shared
0.00
None
473.85K

CLOUDFLARE INC

SOLE
CL A COM
Shares2.24M
TypeSH
Market value$241.13M
2.60%
Sole
0.00
Shared
0.00
None
2.24M

FRESHPET INC

SOLE
COM
Shares1.52M
TypeSH
Market value$225.52M
2.43%
Sole
0.00
Shared
0.00
None
1.52M

DUOLINGO INC

SOLE
CL A COM
Shares682.17K
TypeSH
Market value$221.18M
2.38%
Sole
0.00
Shared
0.00
None
682.17K

NATERA INC

SOLE
COM
Shares1.29M
TypeSH
Market value$203.69M
2.20%
Sole
0.00
Shared
0.00
None
1.29M

SHAKE SHACK INC

SOLE
CL A
Shares1.47M
TypeSH
Market value$190.19M
2.05%
Sole
0.00
Shared
0.00
None
1.47M

SHOPIFY INC

SOLE
CL A
Shares1.50M
TypeSH
Market value$159.89M
1.72%
Sole
0.00
Shared
0.00
None
1.50M

HUBSPOT INC

SOLE
COM
Shares225.35K
TypeSH
Market value$157.01M
1.69%
Sole
0.00
Shared
0.00
None
225.35K

QUANTA SVCS INC

SOLE
COM
Shares482.49K
TypeSH
Market value$152.49M
1.64%
Sole
0.00
Shared
0.00
None
482.49K

TOAST INC

SOLE
CL A
Shares4.04M
TypeSH
Market value$147.23M
1.59%
Sole
0.00
Shared
0.00
None
4.04M

APPFOLIO INC

SOLE
COM CL A
Shares572.92K
TypeSH
Market value$141.35M
1.52%
Sole
0.00
Shared
0.00
None
572.92K

ELI LILLY & CO

SOLE
COM
Shares172.92K
TypeSH
Market value$133.49M
1.44%
Sole
0.00
Shared
0.00
None
172.92K

ARISTA NETWORKS INC

SOLE
COM SHS
Shares1.18M
TypeSH
Market value$130.65M
1.41%
Sole
0.00
Shared
0.00
None
1.18M

GLAUKOS CORP

SOLE
COM
Shares825.28K
TypeSH
Market value$123.74M
1.33%
Sole
0.00
Shared
0.00
None
825.28K

KNIFE RIVER CORP

SOLE
COMMON STOCK
Shares1.11M
TypeSH
Market value$112.82M
1.22%
Sole
0.00
Shared
0.00
None
1.11M

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares1.22M
TypeSH
Market value$108.65M
1.17%
Sole
0.00
Shared
0.00
None
1.22M

GAP INC

SOLE
COM
Shares4.48M
TypeSH
Market value$105.97M
1.14%
Sole
0.00
Shared
0.00
None
4.48M

DICKS SPORTING GOODS INC

SOLE
COM
Shares462.49K
TypeSH
Market value$105.84M
1.14%
Sole
0.00
Shared
0.00
None
462.49K

MERCADOLIBRE INC

SOLE
COM
Shares59.52K
TypeSH
Market value$101.22M
1.09%
Sole
0.00
Shared
0.00
None
59.52K

MICROSOFT CORP

SOLE
COM
Shares239.47K
TypeSH
Market value$100.94M
1.09%
Sole
0.00
Shared
0.00
None
239.47K
Page 1 of 11
โ€ฆ
GILDER GAGNON HOWE & CO LLC 13F Holdings โ€” 254 Positions | Finecho