GILDER GAGNON HOWE & CO LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$8.3B
Holdings
292
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (292 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 1,260,242 | $473.2B | 5673.41% | |
| 2 | AMZNAMAZON COM INC | 176,057 | $343.3B | 4115.33% | |
| 3 | TSLATESLA INC | 540,757 | $283.4B | 3397.13% | |
| 4 | RNGRINGCENTRAL INC | 1,156,908 | $245.2B | 2939.20% | |
| 5 | ROKUROKU INC | 2,747,097 | $240.3B | 2881.13% | |
| 6 | OKTAOKTA INC | 1,722,526 | $210.6B | 2524.82% | |
| 7 | SHOPSHOPIFY INC | 465,388 | $194.0B | 2326.26% | |
| 8 | ZMZOOM VIDEO COMMUNICATIONS IN | 1,221,596 | $178.5B | 2140.02% | |
| 9 | —OCADO GROUP PLC ORD GBP002 ISIN GB00B3MBS747 SEDOL B3MBS74 | 11,594,000 | $175.4B | 2102.70% | |
| 10 | TDOCTELADOC HEALTH INC | 1,058,131 | $164.0B | 1966.44% | |
| 11 | DC4DEXCOM INC | 588,796 | $158.5B | 1900.78% | |
| 12 | FRPTFRESHPET INC | 2,265,343 | $144.7B | 1734.64% | |
| 13 | DOCUDOCUSIGN INC | 1,462,756 | $135.2B | 1620.41% | |
| 14 | GLPGGALAPAGOS NV NPV ISIN BE0003818359 SEDOL B07Q2V5 | 653,136 | $129.7B | 1555.13% | |
| 15 | MDBMONGODB INC | 911,205 | $124.4B | 1491.61% | |
| 16 | ALNYALNYLAM PHARMACEUTICALS INC | 919,177 | $100.1B | 1199.52% | |
| 17 | ADSKAUTODESK INC | 595,670 | $93.0B | 1114.78% | |
| 18 | ISRGINTUITIVE SURGICAL INC | 186,266 | $92.2B | 1105.87% | |
| 19 | NYTNEW YORK TIMES CO | 3,000,594 | $92.1B | 1104.76% | |
| 20 | SRPTSAREPTA THERAPEUTICS INC | 928,282 | $90.8B | 1088.65% | |
| 21 | EXASEXACT SCIENCES CORP | 1,562,036 | $90.6B | 1086.17% | |
| 22 | HUBSHUBSPOT INC | 669,571 | $89.2B | 1069.17% | |
| 23 | PTONPELOTON INTERACTIVE INC | 3,272,970 | $86.9B | 1041.80% | |
| 24 | VCYTVERACYTE INC | 3,565,676 | $86.7B | 1039.22% | |
| 25 | ENPHENPHASE ENERGY INC | 2,682,194 | $86.6B | 1038.34% | |
| 26 | NVTA1EURINVITAE CORP | 6,310,263 | $86.3B | 1034.18% | |
| 27 | NETCLOUDFLARE INC | 3,671,111 | $86.2B | 1033.42% | |
| 28 | SHAKSHAKE SHACK INC | 2,202,678 | $83.1B | 996.63% | |
| 29 | TNDMTANDEM DIABETES CARE INC | 1,266,746 | $81.5B | 977.28% | |
| 30 | ANETEURARISTA NETWORKS INC | 402,388 | $81.5B | 977.15% | |
| 31 | CRMSALESFORCE COM INC | 526,166 | $75.8B | 908.25% | |
| 32 | MLB1MERCADOLIBRE INC | 154,663 | $75.6B | 905.94% | |
| 33 | BABAALIBABA GROUP HLDG LTD | 385,734 | $75.0B | 899.39% | |
| 34 | TMUST MOBILE US INC | 887,868 | $74.5B | 893.08% | |
| 35 | EPAMEPAM SYS INC | 391,668 | $72.7B | 871.80% | |
| 36 | MLMMARTIN MARIETTA MATLS INC | 377,294 | $71.4B | 855.95% | |
| 37 | SPOTSPOTIFY TECHNOLOGY S A | 586,464 | $71.2B | 853.85% | |
| 38 | POOLPOOL CORPORATION | 355,510 | $70.0B | 838.67% | |
| 39 | —TENCENT HOLDINGS LIMITED HKD000002 ISIN KYG875721634 SEDOL BM | 1,414,357 | $69.4B | 831.77% | |
| 40 | ALECALECTOR INC | 2,726,389 | $65.8B | 788.73% | |
| 41 | GSGOLDMAN SACHS GROUP INC | 414,517 | $64.1B | 768.25% | |
| 42 | GLOBGLOBANT S A | 725,996 | $63.8B | 764.91% | |
| 43 | ARVNARVINAS INC | 1,576,272 | $63.5B | 761.58% | |
| 44 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 2,279,250 | $63.3B | 759.11% | |
| 45 | TALTAL EDUCATION GROUP | 1,178,244 | $62.8B | 752.34% | |
| 46 | METAFACEBOOK INC | 375,921 | $62.7B | 751.75% | |
| 47 | MTCHEURMATCH GROUP INC | 939,788 | $62.1B | 744.08% | |
| 48 | CHGGCHEGG INC | 1,677,542 | $60.0B | 719.60% | |
| 49 | ZLABZAI LAB LTD | 1,158,066 | $59.6B | 714.74% | |
| 50 | LGIHLGI HOMES INC | 1,299,944 | $58.7B | 703.65% | |
| 51 | QTWOQ2 HLDGS INC | 979,726 | $57.9B | 693.72% | |
| 52 | WORKSLACK TECHNOLOGIES INC | 2,154,657 | $57.8B | 693.33% | |
| 53 | QTRXQUANTERIX CORP | 3,131,375 | $57.5B | 689.64% | |
| 54 | SSTISHOTSPOTTER INC | 2,089,776 | $57.4B | 688.49% | |
| 55 | DNLIDENALI THERAPEUTICS INC | 3,261,022 | $57.1B | 684.57% | |
| 56 | INSPINSPIRE MED SYS INC | 931,871 | $56.2B | 673.45% | |
| 57 | GOOGALPHABET INC | 48,001 | $55.8B | 669.17% | |
| 58 | —HELLOFRESH SE SHS ISIN DE000A161408 SEDOL BYWH8S0 | 1,616,098 | $54.3B | 650.54% | |
| 59 | XYZSQUARE INC | 1,035,881 | $54.3B | 650.51% | |
| 60 | APPFAPPFOLIO INC | 478,301 | $53.1B | 636.22% | |
| 61 | SIL1EURSILVERCREST METALS INC | 9,626,887 | $50.3B | 602.47% | |
| 62 | GOOGLALPHABET INC | 43,165 | $50.2B | 601.32% | |
| 63 | RGENREPLIGEN CORP | 514,266 | $49.6B | 595.21% | |
| 64 | CVNACARVANA CO | 876,850 | $48.3B | 579.14% | |
| 65 | SWAVUSDSHOCKWAVE MED INC | 1,425,146 | $47.3B | 566.91% | |
| 66 | NVDANVIDIA CORP | 177,047 | $46.7B | 559.52% | |
| 67 | ADBEADOBE INC | 144,130 | $45.9B | 549.91% | |
| 68 | FIVEFIVE BELOW INC | 624,869 | $44.0B | 527.25% | |
| 69 | MSFTMICROSOFT CORP | 269,937 | $42.6B | 510.39% | |
| 70 | AJRDEURAEROJET ROCKETDYNE HLDGS INC | 976,651 | $40.9B | 489.78% | |
| 71 | STOKSTOKE THERAPEUTICS INC | 1,686,747 | $38.6B | 463.10% | |
| 72 | SNAPSNAP INC | 3,152,061 | $37.5B | 449.32% | |
| 73 | EHTHEHEALTH INC | 261,636 | $36.8B | 441.72% | |
| 74 | OPCHOPTION CARE HEALTH INC | 3,754,279 | $35.6B | 426.24% | |
| 75 | NTRANATERA INC | 1,142,453 | $34.1B | 408.99% | |
| 76 | AZULQAZUL S A | 3,317,193 | $33.8B | 405.25% | |
| 77 | SSNCSS&C TECHNOLOGIES HLDGS INC | 717,407 | $31.4B | 376.90% | |
| 78 | CDXSCODEXIS INC | 2,758,707 | $30.8B | 369.10% | |
| 79 | NOWSERVICENOW INC | 102,461 | $29.4B | 352.03% | |
| 80 | —ADYEN NV 144A | 34,644 | $29.3B | 351.19% | |
| 81 | GKOSGLAUKOS CORP | 934,413 | $28.8B | 345.71% | |
| 82 | —1LIFE HEALTHCARE INC | 1,586,652 | $28.8B | 345.26% | |
| 83 | —WUXI BIOLOGICS CAYMAN INC USD0000025 144A REG S ISIN KYG9700 | 2,185,656 | $28.3B | 339.77% | |
| 84 | IRTCIRHYTHM TECHNOLOGIES INC | 347,876 | $28.3B | 339.29% | |
| 85 | LYFTLYFT INC | 1,013,957 | $27.2B | 326.40% | |
| 86 | TEAMATLASSIAN CORP PLC | 196,305 | $26.9B | 323.04% | |
| 87 | —SAFARICOM PLC KES005 ISIN KE1000001402 SEDOL B2QN3J6 | 106,238,516 | $26.7B | 320.69% | |
| 88 | STNESTONECO LTD | 1,213,720 | $26.4B | 316.78% | |
| 89 | BYNDBEYOND MEAT INC | 395,388 | $26.3B | 315.70% | |
| 90 | LPSNUSDLIVEPERSON INC | 1,144,399 | $26.0B | 312.13% | |
| 91 | DISHDISH NETWORK CORPORATION | 1,283,036 | $25.6B | 307.49% | |
| 92 | —MAGENTA THERAPEUTICS INC | 4,059,789 | $25.5B | 305.66% | |
| 93 | LVGOLIVONGO HEALTH INC | 892,968 | $25.5B | 305.43% | |
| 94 | —BLUEBIRD BIO INC | 553,361 | $25.4B | 304.90% | |
| 95 | KRNTKORNIT DIGITAL LTD | 972,505 | $24.2B | 290.20% | |
| 96 | COUPEURCOUPA SOFTWARE INC | 150,057 | $21.0B | 251.37% | |
| 97 | SITESITEONE LANDSCAPE SUPPLY INC | 278,883 | $20.5B | 246.14% | |
| 98 | MAMASTERCARD INC | 84,219 | $20.3B | 243.90% | |
| 99 | ABMDEURABIOMED INC | 137,731 | $20.0B | 239.69% | |
| 100 | ETSYETSY INC | 513,549 | $19.7B | 236.67% |
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