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 233 equity positions with a total reported market value of $7.66B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

233
Positions
$7.66B
Total AUM (reported)
107.19M
Total Shares

Allocation by class

TOTAL AUM$7.66B233 positions
COM$3.93B51.3%
CL A$1.48B19.3%
CL A COM$549.43M7.2%
COM CL A$405.73M5.3%
COM NEW$298.18M3.9%
SPONSORED ADS$243.00M3.2%
SHS$165.02M2.2%

Portfolio Concentration

Top 314.5%4โ€“1018.8%11โ€“2521.6%Rest45.1%TOP 1033.3%0%100%
Top 3$1.11B14.5%
4โ€“10$1.44B18.8%
11โ€“25$1.66B21.6%
Rest$3.45B45.1%

Top 3 weight

14.5%

Top 10 weight

33.3%

Voting Authority Distribution

Total shares with voting rights: 107.19M

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

107.19M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole233
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings233
Rows:

NETFLIX INC

SOLE
COM
Shares473.41K
TypeSH
Market value$441.47M
5.76%
Sole
0.00
Shared
0.00
None
473.41K

AMAZON COM INC

SOLE
COM
Shares1.90M
TypeSH
Market value$361.73M
4.72%
Sole
0.00
Shared
0.00
None
1.90M

NVIDIA CORPORATION

SOLE
COM
Shares2.80M
TypeSH
Market value$303.53M
3.96%
Sole
0.00
Shared
0.00
None
2.80M

META PLATFORMS INC

SOLE
CL A
Shares450.32K
TypeSH
Market value$259.55M
3.39%
Sole
0.00
Shared
0.00
None
450.32K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares489.79K
TypeSH
Market value$242.58M
3.17%
Sole
0.00
Shared
0.00
None
489.79K

CLOUDFLARE INC

SOLE
CL A COM
Shares1.98M
TypeSH
Market value$223.31M
2.92%
Sole
0.00
Shared
0.00
None
1.98M

TESLA INC

SOLE
COM
Shares808.29K
TypeSH
Market value$209.48M
2.74%
Sole
0.00
Shared
0.00
None
808.29K

DUOLINGO INC

SOLE
CL A COM
Shares610.62K
TypeSH
Market value$189.62M
2.48%
Sole
0.00
Shared
0.00
None
610.62K

NATERA INC

SOLE
COM
Shares1.17M
TypeSH
Market value$164.94M
2.15%
Sole
0.00
Shared
0.00
None
1.17M

TOAST INC

SOLE
CL A
Shares4.55M
TypeSH
Market value$150.77M
1.97%
Sole
0.00
Shared
0.00
None
4.55M

SHOPIFY INC

SOLE
CL A
Shares1.52M
TypeSH
Market value$145.27M
1.90%
Sole
0.00
Shared
0.00
None
1.52M

SHAKE SHACK INC

SOLE
CL A
Shares1.45M
TypeSH
Market value$127.87M
1.67%
Sole
0.00
Shared
0.00
None
1.45M

EMBRAER S.A.

SOLE
SPONSORED ADS
Shares2.63M
TypeSH
Market value$121.48M
1.59%
Sole
0.00
Shared
0.00
None
2.63M

APPFOLIO INC

SOLE
COM CL A
Shares532.60K
TypeSH
Market value$117.12M
1.53%
Sole
0.00
Shared
0.00
None
532.60K

FRESHPET INC

SOLE
COM
Shares1.41M
TypeSH
Market value$116.91M
1.53%
Sole
0.00
Shared
0.00
None
1.41M

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares1.14M
TypeSH
Market value$115.42M
1.51%
Sole
0.00
Shared
0.00
None
1.14M

MERCADOLIBRE INC

SOLE
COM
Shares58.79K
TypeSH
Market value$114.69M
1.50%
Sole
0.00
Shared
0.00
None
58.79K

TKO GROUP HOLDINGS INC

SOLE
CL A
Shares729.04K
TypeSH
Market value$111.40M
1.45%
Sole
0.00
Shared
0.00
None
729.04K

HUBSPOT INC

SOLE
COM
Shares194.17K
TypeSH
Market value$110.93M
1.45%
Sole
0.00
Shared
0.00
None
194.17K

QUANTA SVCS INC

SOLE
COM
Shares416.58K
TypeSH
Market value$105.89M
1.38%
Sole
0.00
Shared
0.00
None
416.58K

ROBLOX CORP

SOLE
CL A
Shares1.75M
TypeSH
Market value$101.77M
1.33%
Sole
0.00
Shared
0.00
None
1.75M

ALNYLAM PHARMACEUTICALS INC

SOLE
COM
Shares345.57K
TypeSH
Market value$93.31M
1.22%
Sole
0.00
Shared
0.00
None
345.57K

KNIFE RIVER CORP

SOLE
COMMON STOCK
Shares1.03M
TypeSH
Market value$92.52M
1.21%
Sole
0.00
Shared
0.00
None
1.03M

DICKS SPORTING GOODS INC

SOLE
COM
Shares456.83K
TypeSH
Market value$92.08M
1.20%
Sole
0.00
Shared
0.00
None
456.83K

POOL CORP

SOLE
COM
Shares284.84K
TypeSH
Market value$90.68M
1.18%
Sole
0.00
Shared
0.00
None
284.84K
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GILDER GAGNON HOWE & CO LLC 13F Holdings โ€” 233 Positions | Finecho