$12.8 Billion is the total value of GILDER GAGNON HOWE & CO LLC's 318 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 56.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DOCU | Buy | DOCUSIGN INC | $257,997,000 | +90.9% | 1,498,153 | +2.4% | 2.02% | +24.6% |
| NVTA | Buy | INVITAE CORP | $220,795,000 | +156.0% | 7,289,360 | +15.5% | 1.73% | +67.0% |
| PTON | Buy | PELOTON INTERACTIVE INC | $213,113,000 | +145.2% | 3,688,984 | +12.7% | 1.67% | +60.0% |
| NET | Buy | CLOUDFLARE INC | $183,365,000 | +112.7% | 5,100,558 | +38.9% | 1.44% | +38.9% |
| CVNA | Buy | CARVANA COcl a | $178,616,000 | +269.8% | 1,485,987 | +69.5% | 1.40% | +141.3% |
| SHAK | Buy | SHAKE SHACK INCcl a | $158,414,000 | +90.6% | 2,990,065 | +35.7% | 1.24% | +24.3% |
| TNDM | Buy | TANDEM DIABETES CARE INC | $140,670,000 | +72.6% | 1,422,057 | +12.3% | 1.10% | +12.7% |
| LVGO | Buy | LIVONGO HEALTH INC | $126,071,000 | +394.9% | 1,676,694 | +87.8% | 0.99% | +223.3% |
| ADPT | Buy | ADAPTIVE BIOTECHNOLOGIES COR | $118,786,000 | +87.6% | 2,455,269 | +7.7% | 0.93% | +22.4% |
| TAL | Buy | TAL EDUCATION GROUPsponsored ads | $117,901,000 | +87.9% | 1,724,210 | +46.3% | 0.92% | +22.6% |
| COUP | Buy | COUPA SOFTWARE INC | $116,850,000 | +457.3% | 421,780 | +181.1% | 0.91% | +264.1% |
| WORK | Buy | SLACK TECHNOLOGIES INC | $113,338,000 | +96.0% | 3,645,485 | +69.2% | 0.89% | +28.0% |
| INSP | Buy | INSPIRE MED SYS INC | $96,013,000 | +70.9% | 1,103,349 | +18.4% | 0.75% | +11.6% |
| SWAV | Buy | SHOCKWAVE MED INC | $90,678,000 | +91.8% | 1,914,242 | +34.3% | 0.71% | +25.0% |
| ONEM | Buy | 1LIFE HEALTHCARE INC | $88,132,000 | +206.0% | 2,426,548 | +52.9% | 0.69% | +100.0% |
| New | ASHTEAD GROUP ORD GBP010 ISIN GB0000536739 SEDOL 0053673 | $88,231,000 | – | 2,626,245 | +100.0% | 0.69% | – | |
| Buy | HELLOFRESH SE SHS ISIN DE000A161408 SEDOL BYWH8S0 | $86,078,000 | +58.6% | 1,616,870 | +0.0% | 0.67% | +3.4% | |
| DNLI | Buy | DENALI THERAPEUTICS INC | $81,855,000 | +43.4% | 3,385,233 | +3.8% | 0.64% | -6.6% |
| NVDA | Buy | NVIDIA CORPORATION | $67,929,000 | +45.6% | 178,804 | +1.0% | 0.53% | -5.2% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $62,864,000 | +349.3% | 626,824 | +149.5% | 0.49% | +192.9% |
| NTRA | Buy | NATERA INC | $59,248,000 | +73.7% | 1,188,281 | +4.0% | 0.46% | +13.4% |
| Buy | WUXI BIOLOGICS CAYMAN INC USD0000025 144A REG S ISIN KYG9700 | $56,464,000 | +99.2% | 3,086,203 | +41.2% | 0.44% | +30.0% | |
| BYND | Buy | BEYOND MEAT INC | $54,560,000 | +107.2% | 407,228 | +3.0% | 0.43% | +35.1% |
| KRNT | Buy | KORNIT DIGITAL LTD | $52,218,000 | +115.7% | 978,238 | +0.6% | 0.41% | +41.0% |
| SMG | New | SCOTTS MIRACLE GRO COcl a | $46,955,000 | – | 349,188 | +100.0% | 0.37% | – |
| TXG | New | 10X GENOMICS INC | $46,367,000 | – | 519,168 | +100.0% | 0.36% | – |
| ATRC | New | ATRICURE INC | $46,449,000 | – | 1,033,350 | +100.0% | 0.36% | – |
| NOW | Buy | SERVICENOW INC | $43,257,000 | +47.3% | 106,792 | +4.2% | 0.34% | -4.0% |
| UBER | Buy | UBER TECHNOLOGIES INC | $40,655,000 | +3463.1% | 1,308,077 | +3101.6% | 0.32% | +2171.4% |
| BLUE | Buy | BLUEBIRD BIO INC | $37,385,000 | +47.0% | 612,464 | +10.7% | 0.29% | -4.3% |
| CALX | Buy | CALIX INC | $33,176,000 | +194.8% | 2,226,569 | +40.1% | 0.26% | +92.6% |
| LULU | Buy | LULULEMON ATHLETICA INC | $32,648,000 | +399.3% | 104,638 | +203.3% | 0.26% | +226.9% |
| MGTA | Buy | MAGENTA THERAPEUTICS INC | $32,546,000 | +27.7% | 4,333,703 | +6.7% | 0.26% | -16.7% |
| FOLD | New | AMICUS THERAPEUTICS INC | $32,068,000 | – | 2,126,511 | +100.0% | 0.25% | – |
| ARGX | Buy | ARGENX SEsponsored adr | $31,602,000 | +3758.6% | 140,308 | +2157.6% | 0.25% | +2370.0% |
| WDAY | Buy | WORKDAY INCcl a | $29,850,000 | +71.8% | 159,320 | +19.4% | 0.23% | +12.5% |
| PYPL | Buy | PAYPAL HLDGS INC | $29,274,000 | +178.1% | 168,017 | +52.8% | 0.23% | +81.7% |
| XP | Buy | XP INCcl a | $26,955,000 | +231.1% | 641,626 | +52.0% | 0.21% | +115.3% |
| XYL | New | XYLEM INC | $24,266,000 | – | 373,548 | +100.0% | 0.19% | – |
| SIBN | Buy | SI BONE INC | $21,443,000 | +37.3% | 1,345,207 | +2.9% | 0.17% | -10.2% |
| SLQT | New | SELECTQUOTE INC | $21,226,000 | – | 837,976 | +100.0% | 0.17% | – |
| SPLK | Buy | SPLUNK INC | $20,704,000 | +246.4% | 104,199 | +120.1% | 0.16% | +125.0% |
| MAG | Buy | MAG SILVER CORP | $20,105,000 | +86.6% | 1,425,868 | +1.6% | 0.16% | +21.7% |
| RCUS | Buy | ARCUS BIOSCIENCES INC | $19,918,000 | +7039.1% | 805,074 | +3899.4% | 0.16% | +5100.0% |
| ARNA | New | ARENA PHARMACEUTICALS INC | $19,829,000 | – | 314,998 | +100.0% | 0.16% | – |
| JWN | New | NORDSTROM INC | $19,256,000 | – | 1,243,139 | +100.0% | 0.15% | – |
| MAXR | New | MAXAR TECHNOLOGIES INC | $18,541,000 | – | 1,032,342 | +100.0% | 0.14% | – |
| PRVB | New | PROVENTION BIO INC | $17,655,000 | – | 1,251,260 | +100.0% | 0.14% | – |
| ONEW | Buy | ONEWATER MARINE INC | $17,000,000 | +249.5% | 700,148 | +10.1% | 0.13% | +129.3% |
| Z | Buy | ZILLOW GROUP INCcl c cap stk | $15,748,000 | +232.7% | 273,348 | +108.0% | 0.12% | +115.8% |
| AYX | Buy | ALTERYX INC | $14,303,000 | +316.9% | 87,065 | +141.5% | 0.11% | +173.2% |
| GLD | New | SPDR GOLD TR | $13,991,000 | – | 83,596 | +100.0% | 0.11% | – |
| TWLO | Buy | TWILIO INCcl a | $13,848,000 | +286.9% | 63,110 | +57.8% | 0.11% | +151.2% |
| PENN | Buy | PENN NATL GAMING INC | $13,694,000 | +3904.1% | 448,410 | +1556.2% | 0.11% | +2575.0% |
| PDD | Buy | PINDUODUO INCsponsored ads | $13,494,000 | +2214.6% | 157,205 | +871.1% | 0.11% | +1414.3% |
| NKE | Buy | NIKE INCcl b | $13,593,000 | +38.0% | 138,634 | +16.4% | 0.11% | -10.2% |
| CHWY | Buy | CHEWY INCcl a | $12,433,000 | +2675.2% | 278,205 | +2230.6% | 0.10% | +1840.0% |
| SPWH | New | SPORTSMANS WHSE HLDGS INC | $11,778,000 | – | 826,535 | +100.0% | 0.09% | – |
| CB | New | CHUBB LIMITED | $11,285,000 | – | 89,124 | +100.0% | 0.09% | – |
| VICR | New | VICOR CORP | $11,001,000 | – | 152,904 | +100.0% | 0.09% | – |
| Buy | CELLNEX TELECOM SAU EUR025 144A REG S ISIN ES0105066007 SEDOL | $10,264,000 | +79.7% | 168,483 | +34.2% | 0.08% | +17.6% | |
| SITM | Buy | SITIME CORP | $9,925,000 | +1048.7% | 209,341 | +427.7% | 0.08% | +680.0% |
| NARI | New | INARI MED INC | $9,839,000 | – | 203,123 | +100.0% | 0.08% | – |
| IPHI | Buy | INPHI CORP | $9,436,000 | +1229.0% | 80,306 | +795.6% | 0.07% | +722.2% |
| VXX | New | BARCLAYS BK PLCipth sr b s&p | $9,301,000 | – | 273,958 | +100.0% | 0.07% | – |
| FND | Buy | FLOOR & DECOR HLDGS INCcl a | $8,804,000 | +159.6% | 152,717 | +44.5% | 0.07% | +68.3% |
| PLAN | Buy | ANAPLAN INC | $8,668,000 | +54.4% | 191,315 | +3.1% | 0.07% | +1.5% |
| NUPMF | Buy | NEW PACIFIC METALS CORP COM NPV ISIN CA6478241012 SEDOL BF4CP8 | $8,747,000 | +78.1% | 2,154,287 | +52.5% | 0.07% | +15.3% |
| AZEK | New | AZEK CO INCcl a | $8,430,000 | – | 264,601 | +100.0% | 0.07% | – |
| BHVN | Buy | BIOHAVEN PHARMACTL HLDG CO L | $7,483,000 | +115.3% | 102,352 | +0.2% | 0.06% | +40.5% |
| BRP | New | BRP GROUP INC | $7,329,000 | – | 424,384 | +100.0% | 0.06% | – |
| TDG | Buy | TRANSDIGM GROUP INC | $7,126,000 | +46.6% | 16,120 | +6.2% | 0.06% | -3.4% |
| ALLO | New | ALLOGENE THERAPEUTICS INC | $6,873,000 | – | 160,520 | +100.0% | 0.05% | – |
| WSC | Buy | WILLSCOT CORP | $5,054,000 | +2389.7% | 411,216 | +1956.1% | 0.04% | +1900.0% |
| SILK | Buy | SILK RD MED INC | $5,070,000 | +100.2% | 121,027 | +50.5% | 0.04% | +33.3% |
| AGI | New | ALAMOS GOLD INC NEW | $4,933,000 | – | 525,922 | +100.0% | 0.04% | – |
| CRL | New | CHARLES RIV LABS INTL INC | $4,399,000 | – | 25,232 | +100.0% | 0.03% | – |
| GO | Buy | GROCERY OUTLET HLDG CORP | $4,066,000 | +18.9% | 99,661 | +0.0% | 0.03% | -22.0% |
| MYOV | New | MYOVANT SCIENCES LTD | $3,786,000 | – | 183,597 | +100.0% | 0.03% | – |
| RE | New | EVEREST RE GROUP LTD | $3,702,000 | – | 17,955 | +100.0% | 0.03% | – |
| RNR | New | RENAISSANCERE HOLDINGS LTD | $3,446,000 | – | 20,147 | +100.0% | 0.03% | – |
| RDFN | Buy | REDFIN CORP | $3,358,000 | +179.1% | 80,117 | +2.7% | 0.03% | +85.7% |
| DHI | New | D R HORTON INC | $3,312,000 | – | 59,728 | +100.0% | 0.03% | – |
| IDXX | New | IDEXX LABS INC | $3,248,000 | – | 9,838 | +100.0% | 0.02% | – |
| HEI | New | HEICO CORP NEW | $2,764,000 | – | 27,735 | +100.0% | 0.02% | – |
| WGO | New | WINNEBAGO INDS INC | $2,793,000 | – | 41,930 | +100.0% | 0.02% | – |
| ATEX | Buy | ANTERIX INC | $2,745,000 | +909.2% | 60,532 | +916.8% | 0.02% | +600.0% |
| BEAM | Buy | BEAM THERAPEUTICS INC | $2,551,000 | +57.8% | 91,105 | +1.4% | 0.02% | +5.3% |
| HEES | New | H & E EQUIPMENT SERVICES INC | $2,500,000 | – | 135,303 | +100.0% | 0.02% | – |
| PD | Buy | PAGERDUTY INC | $2,443,000 | +173.0% | 85,343 | +64.8% | 0.02% | +72.7% |
| TWTR | Buy | TWITTER INC | $2,435,000 | +26.2% | 81,739 | +4.0% | 0.02% | -17.4% |
| TWOU | Buy | 2U INC | $2,147,000 | +212.5% | 56,564 | +74.7% | 0.02% | +112.5% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $2,011,000 | +266.3% | 48,096 | +129.5% | 0.02% | +128.6% |
| HZO | New | MARINEMAX INC | $2,011,000 | – | 89,824 | +100.0% | 0.02% | – |
| FWONK | Buy | LIBERTY MEDIA CORP DEL | $1,915,000 | +85.6% | 60,394 | +59.3% | 0.02% | +25.0% |
| Buy | AXIS BANK GDR EACH REPR 1 INR10 REG S ISIN US05462W1099 SEDOL | $1,792,000 | +369.1% | 66,979 | +344.0% | 0.01% | +180.0% | |
| PI | Buy | IMPINJ INC | $1,610,000 | +101.8% | 58,607 | +22.8% | 0.01% | +30.0% |
| Buy | RENALYTIX AI PLC ORD GBP00025 ISIN GB00BYWL4Y04 SEDOL BYWL4Y0 | $1,615,000 | +202.4% | 246,582 | +26.0% | 0.01% | +116.7% | |
| GBIO | New | GENERATION BIO CO | $1,486,000 | – | 70,741 | +100.0% | 0.01% | – |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $1,563,000 | +29.2% | 20,598 | +1.3% | 0.01% | -20.0% |
| RPRX | New | ROYALTY PHARMA PLC | $1,460,000 | – | 30,069 | +100.0% | 0.01% | – |
| New | NETCOMPANY GROUP AS DKK1 144A ISIN DK0060952919 SEDOL BFYDWS1 | $1,254,000 | – | 19,124 | +100.0% | 0.01% | – | |
| PASG | New | PASSAGE BIO INC | $1,134,000 | – | 41,487 | +100.0% | 0.01% | – |
| DIN | Buy | DINE BRANDS GLOBAL INC | $982,000 | +47.2% | 23,329 | +0.3% | 0.01% | 0.0% |
| CREE | New | CREE INC | $897,000 | – | 15,158 | +100.0% | 0.01% | – |
| SBUX | New | STARBUCKS CORP | $870,000 | – | 11,823 | +100.0% | 0.01% | – |
| LEGN | New | LEGEND BIOTECH CORPsponsored ads | $848,000 | – | 19,927 | +100.0% | 0.01% | – |
| MYOK | New | MYOKARDIA INC | $731,000 | – | 7,562 | +100.0% | 0.01% | – |
| MGPI | New | MGP INGREDIENTS INC NEW | $772,000 | – | 21,030 | +100.0% | 0.01% | – |
| LITE | Buy | LUMENTUM HLDGS INC | $813,000 | +11.1% | 9,986 | +0.6% | 0.01% | -33.3% |
| DKNG | New | DRAFTKINGS INC | $801,000 | – | 24,070 | +100.0% | 0.01% | – |
| PDFS | Buy | PDF SOLUTIONS INC | $538,000 | +67.1% | 27,528 | +0.3% | 0.00% | 0.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $569,000 | +13.6% | 3,190 | +16.5% | 0.00% | -33.3% |
| STMP | Buy | STAMPS COM INC | $344,000 | +48.3% | 1,871 | +4.9% | 0.00% | 0.0% |
| API | New | AGORA INCads | $441,000 | – | 9,991 | +100.0% | 0.00% | – |
| SPCE | Buy | VIRGIN GALACTIC HOLDINGS INC | $409,000 | +57.3% | 25,026 | +42.4% | 0.00% | 0.0% |
| GBT | Buy | GLOBAL BLOOD THERAPEUTICS IN | $445,000 | +44400.0% | 7,050 | +54130.8% | 0.00% | – |
| DAL | New | DELTA AIR LINES INC DEL | $231,000 | – | 8,247 | +100.0% | 0.00% | – |
| NTDOY | New | NINTENDO CO LTD ADR8 CNV INTO 1 ORDNPV | $262,000 | – | 4,713 | +100.0% | 0.00% | – |
| PINS | Buy | PINTEREST INCcl a | $302,000 | +45.2% | 13,618 | +1.0% | 0.00% | 0.0% |
| KRYS | Buy | KRYSTAL BIOTECH INC | $307,000 | +15250.0% | 7,421 | +19956.8% | 0.00% | – |
| RNA | New | AVIDITY BIOSCIENCES INC | $283,000 | – | 10,000 | +100.0% | 0.00% | – |
| ZG | Buy | ZILLOW GROUP INCcl a | $246,000 | +69.7% | 4,278 | +0.1% | 0.00% | 0.0% |
| KBH | Buy | KB HOME | $263,000 | +71.9% | 8,563 | +1.5% | 0.00% | 0.0% |
| RPTX | New | REPARE THERAPEUTICS INC | $115,000 | – | 3,711 | +100.0% | 0.00% | – |
| WYNN | New | WYNN RESORTS LTD | $104,000 | – | 1,400 | +100.0% | 0.00% | – |
| Buy | BASICFIT NV 144A REG S ISIN NL0011872650 SEDOL BD9Y9B7 | $12,000 | +71.4% | 457 | +7.0% | 0.00% | – | |
| EYE | Buy | NATIONAL VISION HLDGS INC | $18,000 | +63.6% | 603 | +2.7% | 0.00% | – |
| Buy | KAMBI GROUP PLC EUR0003 ISIN MT0000780107 SEDOL BMNQDC1 | $25,000 | +150.0% | 1,118 | +1.9% | 0.00% | – | |
| ARCE | Buy | ARCO PLATFORM LTD | $12,000 | 0.0% | 286 | +0.4% | 0.00% | – |
| STAA | Buy | STAAR SURGICAL CO | $13,000 | +85.7% | 212 | +2.9% | 0.00% | – |
| BNR | New | BURNING ROCK BIOTECH LTDsponsored ads | $58,000 | – | 2,132 | +100.0% | 0.00% | – |
| Buy | LI NING CO LTD HKD01 ISIN KYG5496K1242 SEDOL B01JCK9 | $15,000 | +15.4% | 4,621 | +5.2% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NETFLIX INC | 42 | Q3 2023 | 7.5% |
| TESLA MOTORS INC COM USD0.001 | 42 | Q3 2023 | 11.0% |
| META PLATFORMS INC | 42 | Q3 2023 | 5.7% |
| ALNYLAM PHARMACEUTICALS INC | 42 | Q3 2023 | 2.9% |
| EXACT SCIENCES CORP | 42 | Q3 2023 | 2.2% |
| POOL CORPORATION | 42 | Q3 2023 | 1.9% |
| MERCADOLIBRE INC COM USD0.001 | 42 | Q3 2023 | 1.5% |
| SAREPTA THERAPEUTICS INC COM | 42 | Q3 2023 | 1.6% |
| SALESFORCE INC | 42 | Q3 2023 | 1.2% |
| SERVICENOW INC COM USD0.001 | 42 | Q3 2023 | 0.4% |
View GILDER GAGNON HOWE & CO LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Confluent, Inc. | February 14, 2023 | 1,159,936 | 0.8% |
| Duolingo, Inc. | February 14, 2023 | 879,103 | 2.8% |
| Freshworks Inc.Sold out | February 14, 2023 | 0 | 0.0% |
| IMPINJ INC | February 14, 2023 | 1,259,732 | 4.9% |
| Magenta Therapeutics, Inc. | February 14, 2023 | 425,858 | 0.7% |
| New Vista Acquisition Corp | February 14, 2023 | 1,043,675 | 3.8% |
| OneWater Marine Inc. | February 14, 2023 | 998,731 | 7.0% |
| Quanterix Corp | February 14, 2023 | 943,421 | 2.5% |
| Renalytix plc | February 14, 2023 | 1,009,083 | 2.7% |
| Rent the Runway, Inc.Sold out | February 14, 2023 | 0 | 0.0% |
View GILDER GAGNON HOWE & CO LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SCHEDULE 13G/A | 2024-02-09 |
| SCHEDULE 13G/A | 2024-02-09 |
| SCHEDULE 13G/A | 2024-02-09 |
| SCHEDULE 13G | 2024-02-06 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
View GILDER GAGNON HOWE & CO LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.