GILDER GAGNON HOWE & CO LLC Q2 2017 Filing
Filed August 1, 2017
Portfolio Value
$6.8B
Holdings
286
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (286 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON.COM INC | 491,127 | $475.4B | 7028.85% | |
| 2 | NFLXNETFLIX COM INC COM | 2,541,393 | $379.7B | 5613.93% | |
| 3 | METAFACEBOOK INC COM USD0.000006 CL A | 2,088,948 | $315.4B | 4662.96% | |
| 4 | TSLATESLA INC COM | 692,792 | $250.5B | 3703.90% | |
| 5 | —METRO BANK PLC ORD GBP0.000001 ISIN #GB00BZ6STL67 SEDOL #BZ6STL6 | 3,634,274 | $169.4B | 2504.25% | |
| 6 | —2U INC COM USD0.001 | 3,191,599 | $149.8B | 2214.02% | |
| 7 | RNGRINGCENTRAL INC-CLASS A | 3,457,172 | $126.4B | 1868.21% | |
| 8 | LITELUMENTUM HLDGS INC COM | 2,099,760 | $119.8B | 1771.08% | |
| 9 | EXASEXACT SCIENCES CORP | 3,128,615 | $110.7B | 1636.07% | |
| 10 | AFWALIGN TECHNOLOGY INC COM | 703,264 | $105.6B | 1560.89% | |
| 11 | PIIMPINJ INC COM | 2,106,879 | $102.5B | 1515.44% | |
| 12 | AZULQAZUL SA SPON ADR EACH REP 3 PFD SHS | 4,858,619 | $102.4B | 1514.26% | |
| 13 | ATVIEURACTIVISION BLIZZARD INC COM | 1,764,561 | $101.6B | 1501.93% | |
| 14 | ALNYALNYLAM PHARMACEUTICALS INC | 1,185,380 | $94.5B | 1397.84% | |
| 15 | —VIVENDI SA EUR5.50 ISIN #FR0000127771 SEDOL #4834777 | 4,237,360 | $94.2B | 1392.64% | |
| 16 | HUBSHUBSPOT INC COM | 1,383,795 | $91.0B | 1345.19% | |
| 17 | ANETEURARISTA NETWORKS INC COM USD0.0001 | 585,445 | $87.7B | 1296.54% | |
| 18 | —FLEXION THERAPEUTICS INC COM | 4,267,164 | $86.3B | 1275.66% | |
| 19 | ULTAULTA BEAUTY INC COM | 286,477 | $82.3B | 1217.02% | |
| 20 | LGIHLGI HOMES INC COM | 2,043,799 | $82.1B | 1214.13% | |
| 21 | ADSKAUTODESK INC COM | 807,953 | $81.5B | 1204.34% | |
| 22 | SHAKSHAKE SHACK INC CL A | 2,318,882 | $80.9B | 1195.84% | |
| 23 | FNDFLOOR &DECOR HLDGS INC CL A | 2,022,163 | $79.4B | 1173.76% | |
| 24 | ADBEADOBE SYS INC | 504,356 | $71.3B | 1054.69% | |
| 25 | —OCADO GROUP PLC ORD GBP0.02 ISIN #GB00B3MBS747 SEDOL #B3MBS74 | 18,636,368 | $70.1B | 1035.78% | |
| 26 | INCYINCYTE CORP COM | 546,023 | $68.8B | 1016.45% | |
| 27 | ISRGINTUITIVE SURGICAL INC COM NEW | 72,917 | $68.2B | 1008.38% | |
| 28 | MLMMARTIN MARIETTA MATLS INC | 305,195 | $67.9B | 1004.33% | |
| 29 | —FOUNDATION MEDICINE INC USD0.0001 | 1,582,265 | $62.9B | 929.89% | |
| 30 | —TENCENT HOLDINGS LIMITED HKD0.00002 ISIN #KYG875721634 SEDOL #BM | 1,736,137 | $62.1B | 918.03% | |
| 31 | GKOSGLAUKOS CORP COM | 1,480,772 | $61.4B | 907.90% | |
| 32 | —GTT COMMUNICATIONS INC COM USD0.0001 | 1,916,594 | $60.7B | 896.84% | |
| 33 | GOOGALPHABET INC CAP STK CL C | 65,968 | $59.9B | 886.30% | |
| 34 | MCDMCDONALDS CORP | 369,339 | $56.6B | 836.35% | |
| 35 | ZZILLOW GROUP INC CL C CAP STK | 1,152,126 | $56.5B | 834.84% | |
| 36 | CHGGCHEGG INC COM USD0.001 | 4,504,885 | $55.4B | 818.56% | |
| 37 | —NXSTAGE MED INC COM | 2,200,219 | $55.2B | 815.51% | |
| 38 | —ACACIA COMMUNICATIONS INC COM | 1,287,255 | $53.4B | 789.24% | |
| 39 | —DIRTT ENVIRONMENTAL SOLUT LTD COM ISIN #CA25490H1064 SEDOL #BH13 | 9,926,997 | $52.4B | 774.13% | |
| 40 | VEEVVEEVA SYS INC CL A COM | 850,166 | $52.1B | 770.64% | |
| 41 | QTWOQ2 HLDGS INC COM | 1,410,134 | $52.1B | 770.35% | |
| 42 | BABAALIBABA GROUP HLDG LTD SPONSORED ADS | 369,047 | $52.0B | 768.79% | |
| 43 | EPAMEPAM SYS INC COM USD0.001 | 616,625 | $51.9B | 766.62% | |
| 44 | AMEDAMEDISYS INC COM | 819,433 | $51.5B | 760.96% | |
| 45 | POOLPOOL CORP COM | 430,194 | $50.6B | 747.78% | |
| 46 | PCRXPACIRA PHARMACEUTICALS INC COM USD0.001 | 1,042,912 | $49.7B | 735.50% | |
| 47 | HDBHDFC BANK LTD ADS EACH REPR 3 INR10(MGT) | 570,294 | $49.6B | 733.30% | |
| 48 | SNAPSNAP INC CL A | 2,690,978 | $47.8B | 706.99% | |
| 49 | —LUMBER LIQUIDATORS HLDGS INC COM | 1,836,754 | $46.0B | 680.53% | |
| 50 | XLNXEURXILINX INC | 711,536 | $45.8B | 676.64% | |
| 51 | MRCYMERCURY SYS INC COM | 1,081,276 | $45.5B | 672.87% | |
| 52 | GOOGLALPHABET INC CAP STK CL A | 48,377 | $45.0B | 664.95% | |
| 53 | —BIOSCRIP INC | 15,211,136 | $41.3B | 610.58% | |
| 54 | CRMSALESFORCE COM INC | 468,489 | $40.6B | 599.83% | |
| 55 | KRNTKORNIT DIGITAL LTD ORD ILS0.01 | 1,910,209 | $37.0B | 546.49% | |
| 56 | TTWOTAKE-TWO INTERACTIVE SOFTWARE COM | 500,986 | $36.8B | 543.52% | |
| 57 | —GIGAMON INC COM USD0.0001 | 933,011 | $36.7B | 542.81% | |
| 58 | —CAVIUM INC COM | 581,590 | $36.1B | 534.23% | |
| 59 | MSFTMICROSOFT CORP | 518,023 | $35.7B | 527.92% | |
| 60 | NVDANVIDIA CORP | 239,822 | $34.7B | 512.57% | |
| 61 | FRCBFIRST REP BK SAN FRANCISCO CAL COM | 345,529 | $34.6B | 511.36% | |
| 62 | EAELECTRONIC ARTS | 323,169 | $34.2B | 505.12% | |
| 63 | ESLTELBIT SYSTEMS LTD ISIN #IL0010811243 SEDOL #6308913 | 275,947 | $34.1B | 504.87% | |
| 64 | —DOMINOS PIZZA ENTERPRISES LIMITED NPV ISIN #AU000000DMP0 SEDOL # | 817,197 | $32.6B | 482.65% | |
| 65 | ZGZILLOW GROUP INC CL A | 667,428 | $32.6B | 481.94% | |
| 66 | —MULESOFT INC CL A | 1,296,332 | $32.3B | 478.01% | |
| 67 | SSNCSS&C TECHNOLOGIES HLDGS INC COM | 790,811 | $30.4B | 449.09% | |
| 68 | —EROS INTERNATIONAL COM GBP0.30 | 2,507,529 | $28.7B | 424.49% | |
| 69 | CGNXCOGNEX CORP COM | 334,927 | $28.4B | 420.41% | |
| 70 | PYPLPAYPAL HLDGS INC COM | 523,853 | $28.1B | 415.67% | |
| 71 | CTRPUSDCTRIP.COM INTERNATIONAL LTD ADS EACH REP 0.125 ORD USD0.01 | 506,079 | $27.3B | 402.99% | |
| 72 | PDFSPDF SOLUTIONS INC | 1,612,154 | $26.5B | 392.09% | |
| 73 | TALTAL EDUCATION GROUP ADS EA REPR 2 CL A ORD SHS | 211,487 | $25.9B | 382.44% | |
| 74 | 9990302DAPACHE CORP | 524,535 | $25.1B | 371.70% | |
| 75 | —NETSHOES CAYMAN LTD COM USD0.0033 | 1,282,406 | $24.4B | 360.81% | |
| 76 | OKTAOKTA INC CL A | 1,011,140 | $23.1B | 340.85% | |
| 77 | —ALMOST FAMILY INC | 373,382 | $23.0B | 340.33% | |
| 78 | GLPGGALAPAGOS NV NPV ISIN #BE0003818359 SEDOL #B07Q2V5 | 288,516 | $22.0B | 325.28% | |
| 79 | —BMC STK HLDGS INC COM | 998,943 | $21.8B | 322.71% | |
| 80 | MLB1MERCADOLIBRE INC | 86,867 | $21.8B | 322.20% | |
| 81 | —STRAIGHT PATH COMMUNICATIONS INC COM USD0.01 CL B | 118,432 | $21.3B | 314.56% | |
| 82 | LPSNUSDLIVEPERSON INC | 1,873,455 | $20.6B | 304.68% | |
| 83 | —RIGHTMOVE PLC WINTERHILL SHS ISIN #GB00B2987V85 SEDOL #B2987V8 | 369,484 | $20.4B | 301.57% | |
| 84 | TEAMATLASSIAN CORPORATION PLC COM USD0.1 CL A | 558,069 | $19.6B | 290.27% | |
| 85 | SITESITEONE LANDSCAPE SUPPLY INC COM | 373,498 | $19.4B | 287.48% | |
| 86 | SAVESPIRIT AIRLS INC COM | 370,012 | $19.1B | 282.55% | |
| 87 | SEISOLARIS OILFIELD INFRSTR INC COM CL A | 1,543,743 | $17.8B | 263.15% | |
| 88 | NOWSERVICENOW INC COM USD0.001 | 165,505 | $17.5B | 259.38% | |
| 89 | EVBGEUREVERBRIDGE INC COM | 714,858 | $17.4B | 257.46% | |
| 90 | FRBKQREPUBLIC FIRST BANCORP INC COM | 1,803,614 | $16.7B | 246.65% | |
| 91 | AAOIAPPLIED OPTOELECTRONICS INC COM | 269,185 | $16.6B | 245.92% | |
| 92 | —THERAPEUTICSMD INC COM | 3,033,680 | $16.0B | 236.36% | |
| 93 | SHOPSHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 | 176,400 | $15.3B | 226.64% | |
| 94 | ALGTALLEGIANT TRAVEL CO COM | 110,915 | $15.0B | 222.36% | |
| 95 | GRA1EURGRACE W R & CO DEL NEW | 205,484 | $14.8B | 218.77% | |
| 96 | KBHKB HOME COM | 616,163 | $14.8B | 218.36% | |
| 97 | —BOINGO WIRELESS INC COM USD0.0001 | 963,223 | $14.4B | 213.05% | |
| 98 | —NUTRI SYS INC NEW COM | 259,132 | $13.5B | 199.42% | |
| 99 | MAMASTERCARD INCORPORATED CL A | 109,297 | $13.3B | 196.25% | |
| 100 | 7SUSUMMIT MATLS INC CL A | 457,533 | $13.2B | 195.29% |
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