Filed: 2/14/2025ACC: 0001172661-25-001056
๐ What this filing means
GILDER GAGNON HOWE & CO LLC filed this quarterly 13FโHR 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
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 3$1.45B15.6%
4โ10$1.87B20.1%
11โ25$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
SOLEShares1.38M
TypeSH
Market value$557.43M
6.01%
Sole
0.00
Shared
0.00
None
1.38M
NETFLIX INC
SOLEShares502.43K
TypeSH
Market value$447.83M
4.83%
Sole
0.00
Shared
0.00
None
502.43K
AMAZON COM INC
SOLEShares2.01M
TypeSH
Market value$440.34M
4.75%
Sole
0.00
Shared
0.00
None
2.01M
NVIDIA CORPORATION
SOLEShares3.26M
TypeSH
Market value$437.79M
4.72%
Sole
0.00
Shared
0.00
None
3.26M
META PLATFORMS INC
SOLEShares498.70K
TypeSH
Market value$291.99M
3.15%
Sole
0.00
Shared
0.00
None
498.70K
INTUITIVE SURGICAL INC
SOLEShares473.85K
TypeSH
Market value$247.33M
2.67%
Sole
0.00
Shared
0.00
None
473.85K
CLOUDFLARE INC
SOLEShares2.24M
TypeSH
Market value$241.13M
2.60%
Sole
0.00
Shared
0.00
None
2.24M
FRESHPET INC
SOLEShares1.52M
TypeSH
Market value$225.52M
2.43%
Sole
0.00
Shared
0.00
None
1.52M
DUOLINGO INC
SOLEShares682.17K
TypeSH
Market value$221.18M
2.38%
Sole
0.00
Shared
0.00
None
682.17K
NATERA INC
SOLEShares1.29M
TypeSH
Market value$203.69M
2.20%
Sole
0.00
Shared
0.00
None
1.29M
SHAKE SHACK INC
SOLEShares1.47M
TypeSH
Market value$190.19M
2.05%
Sole
0.00
Shared
0.00
None
1.47M
SHOPIFY INC
SOLEShares1.50M
TypeSH
Market value$159.89M
1.72%
Sole
0.00
Shared
0.00
None
1.50M
HUBSPOT INC
SOLEShares225.35K
TypeSH
Market value$157.01M
1.69%
Sole
0.00
Shared
0.00
None
225.35K
QUANTA SVCS INC
SOLEShares482.49K
TypeSH
Market value$152.49M
1.64%
Sole
0.00
Shared
0.00
None
482.49K
TOAST INC
SOLEShares4.04M
TypeSH
Market value$147.23M
1.59%
Sole
0.00
Shared
0.00
None
4.04M
APPFOLIO INC
SOLEShares572.92K
TypeSH
Market value$141.35M
1.52%
Sole
0.00
Shared
0.00
None
572.92K
ELI LILLY & CO
SOLEShares172.92K
TypeSH
Market value$133.49M
1.44%
Sole
0.00
Shared
0.00
None
172.92K
ARISTA NETWORKS INC
SOLEShares1.18M
TypeSH
Market value$130.65M
1.41%
Sole
0.00
Shared
0.00
None
1.18M
GLAUKOS CORP
SOLEShares825.28K
TypeSH
Market value$123.74M
1.33%
Sole
0.00
Shared
0.00
None
825.28K
KNIFE RIVER CORP
SOLEShares1.11M
TypeSH
Market value$112.82M
1.22%
Sole
0.00
Shared
0.00
None
1.11M
BOSTON SCIENTIFIC CORP
SOLEShares1.22M
TypeSH
Market value$108.65M
1.17%
Sole
0.00
Shared
0.00
None
1.22M
GAP INC
SOLEShares4.48M
TypeSH
Market value$105.97M
1.14%
Sole
0.00
Shared
0.00
None
4.48M
DICKS SPORTING GOODS INC
SOLEShares462.49K
TypeSH
Market value$105.84M
1.14%
Sole
0.00
Shared
0.00
None
462.49K
MERCADOLIBRE INC
SOLEShares59.52K
TypeSH
Market value$101.22M
1.09%
Sole
0.00
Shared
0.00
None
59.52K
MICROSOFT CORP
SOLEShares239.47K
TypeSH
Market value$100.94M
1.09%
Sole
0.00
Shared
0.00
None
239.47K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 1.38M | SH | $557.43M 6.01% | 0.00 | 0.00 | 1.38M |
NETFLIX INCSOLE | COM | 502.43K | SH | $447.83M 4.83% | 0.00 | 0.00 | 502.43K |
AMAZON COM INCSOLE | COM | 2.01M | SH | $440.34M 4.75% | 0.00 | 0.00 | 2.01M |
NVIDIA CORPORATIONSOLE | COM | 3.26M | SH | $437.79M 4.72% | 0.00 | 0.00 | 3.26M |
META PLATFORMS INCSOLE | CL A | 498.70K | SH | $291.99M 3.15% | 0.00 | 0.00 | 498.70K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 473.85K | SH | $247.33M 2.67% | 0.00 | 0.00 | 473.85K |
CLOUDFLARE INCSOLE | CL A COM | 2.24M | SH | $241.13M 2.60% | 0.00 | 0.00 | 2.24M |
FRESHPET INCSOLE | COM | 1.52M | SH | $225.52M 2.43% | 0.00 | 0.00 | 1.52M |
DUOLINGO INCSOLE | CL A COM | 682.17K | SH | $221.18M 2.38% | 0.00 | 0.00 | 682.17K |
NATERA INCSOLE | COM | 1.29M | SH | $203.69M 2.20% | 0.00 | 0.00 | 1.29M |
SHAKE SHACK INCSOLE | CL A | 1.47M | SH | $190.19M 2.05% | 0.00 | 0.00 | 1.47M |
SHOPIFY INCSOLE | CL A | 1.50M | SH | $159.89M 1.72% | 0.00 | 0.00 | 1.50M |
HUBSPOT INCSOLE | COM | 225.35K | SH | $157.01M 1.69% | 0.00 | 0.00 | 225.35K |
QUANTA SVCS INCSOLE | COM | 482.49K | SH | $152.49M 1.64% | 0.00 | 0.00 | 482.49K |
TOAST INCSOLE | CL A | 4.04M | SH | $147.23M 1.59% | 0.00 | 0.00 | 4.04M |
APPFOLIO INCSOLE | COM CL A | 572.92K | SH | $141.35M 1.52% | 0.00 | 0.00 | 572.92K |
ELI LILLY & COSOLE | COM | 172.92K | SH | $133.49M 1.44% | 0.00 | 0.00 | 172.92K |
ARISTA NETWORKS INCSOLE | COM SHS | 1.18M | SH | $130.65M 1.41% | 0.00 | 0.00 | 1.18M |
GLAUKOS CORPSOLE | COM | 825.28K | SH | $123.74M 1.33% | 0.00 | 0.00 | 825.28K |
KNIFE RIVER CORPSOLE | COMMON STOCK | 1.11M | SH | $112.82M 1.22% | 0.00 | 0.00 | 1.11M |
BOSTON SCIENTIFIC CORPSOLE | COM | 1.22M | SH | $108.65M 1.17% | 0.00 | 0.00 | 1.22M |
GAP INCSOLE | COM | 4.48M | SH | $105.97M 1.14% | 0.00 | 0.00 | 4.48M |
DICKS SPORTING GOODS INCSOLE | COM | 462.49K | SH | $105.84M 1.14% | 0.00 | 0.00 | 462.49K |
MERCADOLIBRE INCSOLE | COM | 59.52K | SH | $101.22M 1.09% | 0.00 | 0.00 | 59.52K |
MICROSOFT CORPSOLE | COM | 239.47K | SH | $100.94M 1.09% | 0.00 | 0.00 | 239.47K |
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