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 |
|---|---|---|---|---|---|
| 101 | —EIDOS THERAPEUTICS INC | 358,034 | $17.5B | 210.29% | |
| 102 | IGICINTL GNRL INSURANCE HLDNGS L | 2,186,440 | $17.5B | 209.71% | |
| 103 | WDAYWORKDAY INC | 133,424 | $17.4B | 208.30% | |
| 104 | AMTAMERICAN TOWER CORP NEW | 79,231 | $17.3B | 206.84% | |
| 105 | TRUPTRUPANION INC | 660,295 | $17.2B | 206.05% | |
| 106 | DDOGDATADOG INC | 443,591 | $16.0B | 191.34% | |
| 107 | MPWRMONOLITHIC PWR SYS INC | 94,087 | $15.8B | 188.90% | |
| 108 | SIBNSI BONE INC | 1,307,330 | $15.6B | 187.30% | |
| 109 | LKNCYLUCKIN COFFEE INC | 530,131 | $14.4B | 172.81% | |
| 110 | CRWDCROWDSTRIKE HLDGS INC | 251,269 | $14.0B | 167.74% | |
| 111 | BACVERIZON COMMUNICATIONS INC | 242,098 | $13.0B | 155.95% | |
| 112 | PLMRPALOMAR HLDGS INC | 204,761 | $11.9B | 142.78% | |
| 113 | ATZARITZIA INC SUB VTG SHS ISIN CA04045U1021 SEDOL BDCG2C2 | 1,368,259 | $11.8B | 141.88% | |
| 114 | FSLYFASTLY INC | 605,815 | $11.5B | 137.85% | |
| 115 | NMI1EURKIRKLAND LAKE GOLD LTD | 382,767 | $11.3B | 135.83% | |
| 116 | CALXCALIX INC | 1,589,330 | $11.3B | 134.90% | |
| 117 | —ADESTO TECHNOLOGIES CORP | 981,830 | $11.0B | 131.72% | |
| 118 | MQ8MAG SILVER CORP | 1,402,981 | $10.8B | 129.18% | |
| 119 | PYPLPAYPAL HLDGS INC | 109,935 | $10.5B | 126.18% | |
| 120 | —GTT COMMUNICATIONS INC | 1,274,521 | $10.1B | 121.47% | |
| 121 | NKENIKE INC | 119,059 | $9.9B | 118.10% | |
| 122 | SENS1GBPSENSEONICS HLDGS INC | 15,478,543 | $9.8B | 117.56% | |
| 123 | VEEVVEEVA SYS INC | 62,432 | $9.8B | 117.04% | |
| 124 | VLRSCONTROLADORA VUELA CIA DE AV | 2,797,775 | $9.6B | 115.05% | |
| 125 | —MOLECULAR TEMPLATES INC | 720,582 | $9.6B | 114.82% | |
| 126 | GDXVANECK VECTORS ETF TR | 381,694 | $8.8B | 105.43% | |
| 127 | XPXP INC | 422,104 | $8.1B | 97.61% | |
| 128 | FERGFERGUSON PLC ORD GBP010 ISIN JE00BJVNSS43 SEDOL BJVNSS4 | 129,693 | $8.1B | 97.48% | |
| 129 | BATRKUSDLIBERTY MEDIA CORP DEL | 392,547 | $7.5B | 89.70% | |
| 130 | FNVFRANCO NEVADA CORP | 73,616 | $7.3B | 87.83% | |
| 131 | ALGTALLEGIANT TRAVEL CO | 88,509 | $7.2B | 86.80% | |
| 132 | AAPLAPPLE INC | 27,415 | $7.0B | 83.57% | |
| 133 | LULULULULEMON ATHLETICA INC | 34,497 | $6.5B | 78.40% | |
| 134 | AFYAAFYA LTD | 338,662 | $6.5B | 77.39% | |
| 135 | SPLKCHFSPLUNK INC | 47,349 | $6.0B | 71.66% | |
| 136 | CVA1EURCOVANTA HLDG CORP | 696,141 | $6.0B | 71.36% | |
| 137 | —CELLNEX TELECOM SAU EUR025 144A REG S ISIN ES0105066007 SEDOL | 125,577 | $5.7B | 68.47% | |
| 138 | —RIGHTMOVE ORD GBP0001 ISIN GB00BGDT3G23 SEDOL BGDT3G2 | 935,978 | $5.7B | 67.82% | |
| 139 | HDBHDFC BANK LTD | 146,034 | $5.6B | 67.33% | |
| 140 | PLANUSDANAPLAN INC | 185,531 | $5.6B | 67.31% | |
| 141 | PRPLPURPLE INNOVATION INC | 971,699 | $5.5B | 66.17% | |
| 142 | —NEW PACIFIC METALS CORP COM NPV ISIN CA6478241012 SEDOL BF4CP8 | 1,412,324 | $4.9B | 58.89% | |
| 143 | ONEWONEWATER MARINE INC | 635,823 | $4.9B | 58.31% | |
| 144 | ILMNILLUMINA INC | 17,807 | $4.9B | 58.30% | |
| 145 | T7DTRANSDIGM GROUP INC | 15,185 | $4.9B | 58.29% | |
| 146 | PFPTPROOFPOINT INC | 46,391 | $4.8B | 57.06% | |
| 147 | ZZILLOW GROUP INC | 131,393 | $4.7B | 56.74% | |
| 148 | WRBBERKLEY W R CORP | 85,261 | $4.4B | 53.33% | |
| 149 | SVMKUSDSVMK INC | 309,166 | $4.2B | 50.08% | |
| 150 | SIVBEURSVB FINANCIAL GROUP | 26,884 | $4.1B | 48.70% | |
| 151 | QDELUSDQUIDEL CORP | 38,616 | $3.8B | 45.28% | |
| 152 | SMLRSEMLER SCIENTIFIC INC COM USD0001 | 94,184 | $3.8B | 45.05% | |
| 153 | HEIHEICO CORP NEW | 58,795 | $3.8B | 45.04% | |
| 154 | VMCVULCAN MATLS CO | 33,361 | $3.6B | 43.22% | |
| 155 | TWLOTWILIO INC | 39,992 | $3.6B | 42.91% | |
| 156 | REGNREGENERON PHARMACEUTICALS | 7,135 | $3.5B | 41.77% | |
| 157 | —BIOHAVEN PHARMACTL HLDG CO L | 102,159 | $3.5B | 41.67% | |
| 158 | DISDISNEY WALT CO | 35,808 | $3.5B | 41.47% | |
| 159 | AYXEURALTERYX INC | 36,047 | $3.4B | 41.13% | |
| 160 | GOGROCERY OUTLET HLDG CORP | 99,627 | $3.4B | 41.01% | |
| 161 | FNDFLOOR & DECOR HLDGS INC | 105,681 | $3.4B | 40.65% | |
| 162 | ALLKGUSDALLAKOS INC | 75,759 | $3.4B | 40.41% | |
| 163 | —REECE LIMITED NPV ISIN AU000000REH4 SEDOL 6728801 | 597,471 | $3.3B | 39.90% | |
| 164 | HQYHEALTHEQUITY INC | 65,393 | $3.3B | 39.66% | |
| 165 | PODDINSULET CORP | 18,296 | $3.0B | 36.34% | |
| 166 | IBNICICI BANK LIMITED | 354,195 | $3.0B | 36.10% | |
| 167 | GPRKGEOPARK LTD | 423,481 | $3.0B | 35.89% | |
| 168 | ESTCELASTIC N V | 50,249 | $2.8B | 33.62% | |
| 169 | BATRAUSDLIBERTY MEDIA CORP DEL | 142,956 | $2.8B | 33.43% | |
| 170 | MGYMAGNOLIA OIL & GAS CORP | 643,556 | $2.6B | 30.86% | |
| 171 | THOTHOR INDS INC | 60,332 | $2.5B | 30.51% | |
| 172 | SILKSILK RD MED INC | 80,432 | $2.5B | 30.36% | |
| 173 | LHCGUSDLHC GROUP INC | 16,787 | $2.4B | 28.22% | |
| 174 | —QUOTIENT LTD | 556,814 | $2.2B | 26.36% | |
| 175 | WPMWHEATON PRECIOUS METALS CORP | 79,555 | $2.2B | 26.26% | |
| 176 | GILDGILEAD SCIENCES INC | 27,729 | $2.1B | 24.85% | |
| 177 | —THE A2 MILK COMPANY LTD NPV ISIN NZATME0002S8 SEDOL BWSRTS7 | 198,288 | $2.0B | 24.16% | |
| 178 | TWTRUSDTWITTER INC | 78,563 | $1.9B | 23.14% | |
| 179 | —ALASKA COMMUNICATIONS SYS GR | 1,107,622 | $1.9B | 23.10% | |
| 180 | PAGPENSKE AUTOMOTIVE GRP INC | 66,253 | $1.9B | 22.24% | |
| 181 | —AUTO TRADER GROUP PLC ORD GBP001 ISIN GB00BVYVFW23 SEDOL BVYV | 327,783 | $1.8B | 21.40% | |
| 182 | APPNAPPIAN CORP | 40,787 | $1.6B | 19.67% | |
| 183 | BEAMBEAM THERAPEUTICS INC | 89,813 | $1.6B | 19.39% | |
| 184 | JPMJPMORGAN CHASE & CO | 16,974 | $1.5B | 18.32% | |
| 185 | COLDAMERICOLD RLTY TR | 40,228 | $1.4B | 16.41% | |
| 186 | —FORESCOUT TECHNOLOGIES INC | 40,927 | $1.3B | 15.50% | |
| 187 | ATVIEURACTIVISION BLIZZARD INC | 20,342 | $1.2B | 14.51% | |
| 188 | PLDPROLOGIS INC. | 15,042 | $1.2B | 14.49% | |
| 189 | RDFNREDFIN CORP | 78,033 | $1.2B | 14.42% | |
| 190 | —ALTUS MIDSTREAM CO | 1,591,184 | $1.2B | 14.30% | |
| 191 | —CARL ZEISS MEDITEC AG NPV ISIN DE0005313704 SEDOL 5922961 | 12,231 | $1.2B | 14.22% | |
| 192 | UBERUBER TECHNOLOGIES INC | 40,857 | $1.1B | 13.68% | |
| 193 | 9990302DAPACHE CORP | 254,101 | $1.1B | 12.73% | |
| 194 | FWONALIBERTY MEDIA CORP DEL | 37,901 | $1.0B | 12.37% | |
| 195 | —NEOPHOTONICS CORP | 130,913 | $949.0M | 11.38% | |
| 196 | PDPAGERDUTY INC | 51,783 | $895.0M | 10.73% | |
| 197 | SITMSITIME CORP | 39,671 | $864.0M | 10.36% | |
| 198 | SHWSHERWIN WILLIAMS CO | 1,879 | $863.0M | 10.35% | |
| 199 | ARGXARGENX SE | 6,215 | $819.0M | 9.82% | |
| 200 | PIIMPINJ INC | 47,732 | $798.0M | 9.57% |