GILDER GAGNON HOWE & CO LLC Q1 2018 Filing
Filed April 30, 2018
Portfolio Value
$8.1B
Holdings
289
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (289 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | BANDBANDWIDTH INC COM CL A | 75,018 | $2.5B | 30.34% | |
| 202 | CLDRCLOUDERA INC COM | 112,506 | $2.4B | 30.07% | |
| 203 | CDXSCODEXIS INC COM USD0.0001 | 207,873 | $2.3B | 28.32% | |
| 204 | SNDRSCHNEIDER NATIONAL INC CL B | 87,635 | $2.3B | 28.29% | |
| 205 | —SEASPAN CORPORATION COM STK USD0.01 | 299,628 | $2.0B | 24.79% | |
| 206 | —SOCIAL CAP HEDOSOPHIA HLDGS CORP UNIT 1 CL A & 1/3 WT EXP ISIN # | 187,415 | $2.0B | 24.53% | |
| 207 | —ACCELERATE DIAGNOSTICS INC COM USD0.001 | 86,532 | $2.0B | 24.49% | |
| 208 | —TALEND SA ADR EACH REP 1 ORD SHS | 38,506 | $1.9B | 22.95% | |
| 209 | WPMWHEATON PRECIOUS METALS CORP COM NPV ISIN #CA9628791027 SEDOL #B | 88,273 | $1.8B | 22.27% | |
| 210 | MUMICRON TECHNOLOGY | 34,083 | $1.8B | 22.01% | |
| 211 | NTNXNUTANIX INC CL A | 36,140 | $1.8B | 21.98% | |
| 212 | PANWPALO ALTO NETWORKS INC COM USD0.0001 | 9,378 | $1.7B | 21.08% | |
| 213 | IPGPIPG PHOTONICS CORP COM | 7,258 | $1.7B | 20.98% | |
| 214 | AQUAUSDEVOQUA WATER TECHNOLOGIES CORP COM | 77,143 | $1.6B | 20.34% | |
| 215 | GSVGOLD STD VENTURES CORP COM ISIN #CA3807381049 SEDOL #B05J9S2 | 961,010 | $1.6B | 19.40% | |
| 216 | —CISION LTD COM USD0.0001 | 127,290 | $1.5B | 18.24% | |
| 217 | CMRECOSTAMARE INC COM USD0.0001 | 230,995 | $1.4B | 17.85% | |
| 218 | —MIMECAST LIMITED COM USD0.012 | 33,866 | $1.2B | 14.86% | |
| 219 | BSXBOSTON SCIENTIFIC CORP | 43,359 | $1.2B | 14.68% | |
| 220 | PODDINSULET CORP COM | 12,927 | $1.1B | 13.88% | |
| 221 | —CARL ZEISS MEDITEC AG NPV ISIN #DE0005313704 SEDOL #5922961 | 17,567 | $1.1B | 13.83% | |
| 222 | ZSZSCALER INC COM | 39,591 | $1.1B | 13.76% | |
| 223 | SHWSHERWIN WILLIAMS CO | 2,759 | $1.1B | 13.40% | |
| 224 | AMATAPPLIED MATERIALS INC | 19,285 | $1.1B | 13.28% | |
| 225 | —CBS CORP NEW CL B | 18,752 | $964.0M | 11.94% | |
| 226 | —CD PROJEKT SA PLN1.00 ISIN #PLOPTTC00011 SEDOL #7302215 | 28,586 | $913.0M | 11.31% | |
| 227 | AXASEURABRAXAS PETE CORP | 341,123 | $757.0M | 9.38% | |
| 228 | CWHCAMPING WORLD HLDGS INC CL A | 23,224 | $749.0M | 9.28% | |
| 229 | —SENESTECH INC COM | 1,370,911 | $699.0M | 8.66% | |
| 230 | PENPENUMBRA INC COM | 6,042 | $699.0M | 8.66% | |
| 231 | NTGRNETGEAR INC | 12,193 | $697.0M | 8.63% | |
| 232 | ACMRACM RESEARCH INC COM CL A | 56,350 | $693.0M | 8.58% | |
| 233 | —AMBER ROAD INC COM USD0.001 | 76,662 | $682.0M | 8.45% | |
| 234 | —HUDSON LTD COM USD0.001 CL A | 41,956 | $668.0M | 8.27% | |
| 235 | CASA1EURCASA SYS INC COM | 22,552 | $662.0M | 8.20% | |
| 236 | —NINTENDO CO LTD NPV ISIN #JP3756600007 SEDOL #6639550 | 1,466 | $643.0M | 7.96% | |
| 237 | —AVEXIS INC COM | 5,192 | $642.0M | 7.95% | |
| 238 | CHTRCHARTER COMMUNICATIONS INC NEW CL A | 1,986 | $618.0M | 7.65% | |
| 239 | —DELIVERY HERO AG NPV 144A ISIN #DE000A2E4K43 SEDOL #BZCNB42 | 12,510 | $601.0M | 7.44% | |
| 240 | —ECO STIM ENERGY SOLUTIONS INC COM | 630,847 | $599.0M | 7.42% | |
| 241 | AXBAXIS BANK GDR EACH REPR 1 INR10 REG S ISIN #US05462W1099 SEDOL # | 15,085 | $599.0M | 7.42% | |
| 242 | NRANRG ENERGY INC COM NEW | 18,697 | $571.0M | 7.07% | |
| 243 | CZREURCAESARS ENTMT CORP COM | 50,275 | $566.0M | 7.01% | |
| 244 | ATNXEURATHENEX INC COM | 32,451 | $552.0M | 6.84% | |
| 245 | GBYSANGAMO THERAPEUTICS INC COM | 27,916 | $530.0M | 6.56% | |
| 246 | EP3ORASURE TECHNOLOGIES INC COM | 27,912 | $471.0M | 5.83% | |
| 247 | ZTSZOETIS INC COM USD0.01 CL A | 5,371 | $449.0M | 5.56% | |
| 248 | RUNSUNRUN INC COM | 45,126 | $403.0M | 4.99% | |
| 249 | —LENDINGCLUB CORP COM | 114,094 | $399.0M | 4.94% | |
| 250 | —ATHENAHEALTH INC DELAWARE | 2,782 | $398.0M | 4.93% | |
| 251 | SAFTSAFETY INS GROUP INC | 5,074 | $390.0M | 4.83% | |
| 252 | —NEW HOME CO INC COM | 30,911 | $342.0M | 4.24% | |
| 253 | CWGLCRIMSON WINE GROUP COM USD0.01 | 34,317 | $339.0M | 4.20% | |
| 254 | —NXSTAGE MED INC COM | 13,237 | $329.0M | 4.07% | |
| 255 | MHKMOHAWK INDS INC | 1,337 | $310.0M | 3.84% | |
| 256 | CSXC S X CORP | 5,345 | $298.0M | 3.69% | |
| 257 | NBISYANDEX N.V. COM USD0.01 CL A | 7,522 | $297.0M | 3.68% | |
| 258 | SMPLSIMPLY GOOD FOODS CO COM | 20,006 | $275.0M | 3.41% | |
| 259 | AAOIAPPLIED OPTOELECTRONICS INC COM | 10,859 | $272.0M | 3.37% | |
| 260 | DNLIDENALI THERAPEUTICS INC COM | 13,683 | $269.0M | 3.33% | |
| 261 | AMDADVANCED MICRO DEVICES INC COM | 26,004 | $261.0M | 3.23% | |
| 262 | GWREGUIDEWIRE SOFTWARE INC COM USD0.0001 | 2,852 | $231.0M | 2.86% | |
| 263 | BCOVUSDBRIGHTCOVE INC COM USD0.001 | 29,872 | $208.0M | 2.58% | |
| 264 | —CATAPULT GROUP INTERNATIONAL ISIN #AU000000CAT9 SEDOL #BTL0Y76 | 225,166 | $206.0M | 2.55% | |
| 265 | LULULULULEMON ATHLETICA INC COM | 2,165 | $193.0M | 2.39% | |
| 266 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM | 4,085 | $167.0M | 2.07% | |
| 267 | SQNSSEQUANS COMMUNICATIONS SPON ADR EA REPR 1 ORD SHS | 82,093 | $138.0M | 1.71% | |
| 268 | ACADACADIA PHARMACEUTICALS INC COM | 6,022 | $135.0M | 1.67% | |
| 269 | INCYINCYTE CORP COM | 1,588 | $132.0M | 1.63% | |
| 270 | ESPRESPERION THERAPEUTICS INC COM USD0.001 | 1,687 | $122.0M | 1.51% | |
| 271 | —BELLATRIX EXPLORATION LTD COM NPV ISIN #CA0783145075 SEDOL #BF23 | 112,719 | $122.0M | 1.51% | |
| 272 | UBNTEURUBIQUITI NETWORKS INC COM USD0.001 | 1,577 | $108.0M | 1.34% | |
| 273 | XOMEXXON MOBIL CORP | 1,400 | $104.0M | 1.29% | |
| 274 | UNHUNITEDHEALTH GROUP | 470 | $101.0M | 1.25% | |
| 275 | HRIHERC HLDGS INC COM | 1,500 | $97.0M | 1.20% | |
| 276 | —ECOSYNTHETIX INC COM ISIN #CA27923D1087 SEDOL #B4XBZ35 | 62,892 | $94.0M | 1.16% | |
| 277 | —FANUC CORPORATION NPV ISIN #JP3802400006 SEDOL #6356934 | 352 | $88.0M | 1.09% | |
| 278 | —NEOPHOTONICS CORP COM | 8,890 | $61.0M | 0.76% | |
| 279 | —NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST | 1,192 | $56.0M | 0.69% | |
| 280 | MEGMEG ENERGY CORP COM ISIN #CA5527041084 SEDOL #B4XF9J1 | 13,090 | $46.0M | 0.57% | |
| 281 | —TELESITES SAB DE CV COM NPV SER B-1 ISIN #MX01SI080038 SEDOL #BD | 62,158 | $45.0M | 0.56% | |
| 282 | FRCBFIRST REP BK SAN FRANCISCO CAL COM | 319 | $30.0M | 0.37% | |
| 283 | SESEA LIMITED ADS EACH REP ONE CLASS A ORD SHS | 2,424 | $27.0M | 0.33% | |
| 284 | —STAMPS COM INC COM NEW | 112 | $23.0M | 0.28% | |
| 285 | GILGILDAN ACTIVEWEAR INC COM ISIN #CA3759161035 SEDOL #2254645 | 724 | $21.0M | 0.26% | |
| 286 | —DOMINO S PIZZA ENTERPRISES L ISIN #AU000000DMP0 SEDOL #B07SFG7 | 616 | $20.0M | 0.25% | |
| 287 | FIXXEURHOMOLOGY MEDICINES INC COM | 1,000 | $19.0M | 0.24% | |
| 288 | RGLDROYAL GOLD INC COM ISIN #US7802871084 SEDOL #2430553 | 198 | $17.0M | 0.21% | |
| 289 | DEDEERE & COMPANY | 100 | $16.0M | 0.20% |
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