GILDER GAGNON HOWE & CO LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$12.8B
Holdings
318
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (318 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSLATESLA INC | 519,846 | $561.3B | 4391.81% | |
| 2 | NFLXNETFLIX INC | 1,155,363 | $525.7B | 4113.29% | |
| 3 | AMZNAMAZON COM INC | 163,847 | $452.0B | 3536.58% | |
| 4 | SHOPSHOPIFY INC | 455,836 | $432.7B | 3385.23% | |
| 5 | OKTAOKTA INC | 1,614,474 | $323.3B | 2529.19% | |
| 6 | RNGRINGCENTRAL INC | 1,049,529 | $299.1B | 2340.32% | |
| 7 | ZMZOOM VIDEO COMMUNICATIONS IN | 1,172,227 | $297.2B | 2325.30% | |
| 8 | ROKUROKU INC | 2,429,306 | $283.1B | 2214.84% | |
| 9 | —OCADO GROUP PLC ORD GBP002 ISIN GB00B3MBS747 SEDOL B3MBS74 | 10,974,557 | $275.0B | 2151.56% | |
| 10 | DOCUDOCUSIGN INC | 1,498,153 | $258.0B | 2018.53% | |
| 11 | NVTA1EURINVITAE CORP | 7,289,360 | $220.8B | 1727.47% | |
| 12 | PTONPELOTON INTERACTIVE INC | 3,688,984 | $213.1B | 1667.37% | |
| 13 | DC4DEXCOM INC | 503,868 | $204.3B | 1598.17% | |
| 14 | NETCLOUDFLARE INC | 5,100,558 | $183.4B | 1434.62% | |
| 15 | TDOCTELADOC HEALTH INC | 944,968 | $180.3B | 1410.94% | |
| 16 | CVNACARVANA CO | 1,485,987 | $178.6B | 1397.47% | |
| 17 | FRPTFRESHPET INC | 2,131,693 | $178.3B | 1395.29% | |
| 18 | MDBMONGODB INC | 787,306 | $178.2B | 1394.21% | |
| 19 | SHAKSHAKE SHACK INC | 2,990,065 | $158.4B | 1239.41% | |
| 20 | SPOTSPOTIFY TECHNOLOGY S A | 585,628 | $151.2B | 1182.99% | |
| 21 | MLB1MERCADOLIBRE INC | 148,318 | $146.2B | 1143.90% | |
| 22 | SRPTSAREPTA THERAPEUTICS INC | 899,671 | $144.3B | 1128.62% | |
| 23 | HUBSHUBSPOT INC | 642,115 | $144.1B | 1127.10% | |
| 24 | TNDMTANDEM DIABETES CARE INC | 1,422,057 | $140.7B | 1100.58% | |
| 25 | ADSKAUTODESK INC | 572,462 | $136.9B | 1071.30% | |
| 26 | ALNYALNYLAM PHARMACEUTICALS INC | 883,768 | $130.9B | 1024.11% | |
| 27 | LVGOLIVONGO HEALTH INC | 1,676,694 | $126.1B | 986.36% | |
| 28 | EXASEXACT SCIENCES CORP | 1,405,026 | $122.2B | 955.71% | |
| 29 | NYTNEW YORK TIMES CO | 2,898,349 | $121.8B | 953.09% | |
| 30 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 2,455,269 | $118.8B | 929.37% | |
| 31 | ENPHENPHASE ENERGY INC | 2,492,066 | $118.5B | 927.50% | |
| 32 | TALTAL EDUCATION GROUP | 1,724,210 | $117.9B | 922.44% | |
| 33 | COUPEURCOUPA SOFTWARE INC | 421,780 | $116.8B | 914.22% | |
| 34 | WORKSLACK TECHNOLOGIES INC | 3,645,485 | $113.3B | 886.74% | |
| 35 | XYZSQUARE INC | 1,029,168 | $108.0B | 844.99% | |
| 36 | CHGGCHEGG INC | 1,535,205 | $103.3B | 807.88% | |
| 37 | ISRGINTUITIVE SURGICAL INC | 177,752 | $101.3B | 792.46% | |
| 38 | LGIHLGI HOMES INC | 1,121,153 | $98.7B | 772.18% | |
| 39 | INSPINSPIRE MED SYS INC | 1,103,349 | $96.0B | 751.19% | |
| 40 | MTCHEURMATCH GROUP INC | 886,562 | $94.9B | 742.53% | |
| 41 | GLOBGLOBANT S A | 633,241 | $94.9B | 742.41% | |
| 42 | EPAMEPAM SYS INC | 375,094 | $94.5B | 739.57% | |
| 43 | ZLABZAI LAB LTD | 1,133,732 | $93.1B | 728.50% | |
| 44 | POOLPOOL CORPORATION | 335,745 | $91.3B | 714.15% | |
| 45 | SWAVUSDSHOCKWAVE MED INC | 1,914,242 | $90.7B | 709.45% | |
| 46 | ASHGYASHTEAD GROUP ORD GBP010 ISIN GB0000536739 SEDOL 0053673 | 2,626,245 | $88.2B | 690.31% | |
| 47 | —1LIFE HEALTHCARE INC | 2,426,548 | $88.1B | 689.53% | |
| 48 | —TENCENT HOLDINGS LIMITED HKD000002 ISIN KYG875721634 SEDOL BM | 1,352,839 | $87.0B | 680.91% | |
| 49 | —HELLOFRESH SE SHS ISIN DE000A161408 SEDOL BYWH8S0 | 1,616,870 | $86.1B | 673.46% | |
| 50 | BABAALIBABA GROUP HLDG LTD | 384,862 | $83.0B | 649.50% | |
| 51 | VCYTVERACYTE INC | 3,167,579 | $82.0B | 641.87% | |
| 52 | DNLIDENALI THERAPEUTICS INC | 3,385,233 | $81.9B | 640.42% | |
| 53 | METAFACEBOOK INC | 360,458 | $81.8B | 640.38% | |
| 54 | ANETEURARISTA NETWORKS INC | 386,612 | $81.2B | 635.30% | |
| 55 | SIL1EURSILVERCREST METALS INC | 8,665,558 | $79.4B | 621.04% | |
| 56 | GSGOLDMAN SACHS GROUP INC | 397,897 | $78.6B | 615.21% | |
| 57 | QTRXQUANTERIX CORP | 2,732,633 | $74.8B | 585.59% | |
| 58 | TMUST-MOBILE US INC | 717,777 | $74.8B | 584.88% | |
| 59 | APPFAPPFOLIO INC | 458,205 | $74.6B | 583.31% | |
| 60 | NVDANVIDIA CORPORATION | 178,804 | $67.9B | 531.47% | |
| 61 | SNAPSNAP INC | 2,840,990 | $66.7B | 522.13% | |
| 62 | GOOGALPHABET INC | 47,083 | $66.6B | 520.73% | |
| 63 | CRWDCROWDSTRIKE HLDGS INC | 626,824 | $62.9B | 491.84% | |
| 64 | ALECALECTOR INC | 2,557,462 | $62.5B | 489.02% | |
| 65 | RGENREPLIGEN CORP | 494,952 | $61.2B | 478.67% | |
| 66 | NTRANATERA INC | 1,188,281 | $59.2B | 463.55% | |
| 67 | GOOGLALPHABET INC | 41,040 | $58.2B | 455.33% | |
| 68 | —WUXI BIOLOGICS CAYMAN INC USD0000025 144A REG S ISIN KYG9700 | 3,086,203 | $56.5B | 441.77% | |
| 69 | GLPGGALAPAGOS NV NPV ISIN BE0003818359 SEDOL B07Q2V5 | 286,526 | $56.3B | 440.74% | |
| 70 | QTWOQ2 HLDGS INC | 649,088 | $55.7B | 435.67% | |
| 71 | BYNDBEYOND MEAT INC | 407,228 | $54.6B | 426.87% | |
| 72 | ADBEADOBE INC | 125,082 | $54.4B | 426.00% | |
| 73 | KRNTKORNIT DIGITAL LTD | 978,238 | $52.2B | 408.55% | |
| 74 | MSFTMICROSOFT CORP | 256,547 | $52.2B | 408.48% | |
| 75 | SSTISHOTSPOTTER INC | 2,029,405 | $51.1B | 400.12% | |
| 76 | —ADYEN NV 144A | 33,441 | $48.7B | 380.69% | |
| 77 | ARVNARVINAS INC | 1,436,604 | $48.2B | 376.99% | |
| 78 | FSLYFASTLY INC | 564,954 | $48.1B | 376.29% | |
| 79 | SMGSCOTTS MIRACLE GRO CO | 349,188 | $47.0B | 367.37% | |
| 80 | OPCHOPTION CARE HEALTH INC | 3,369,762 | $46.8B | 365.94% | |
| 81 | ATRCATRICURE INC | 1,033,350 | $46.4B | 363.41% | |
| 82 | TXG10X GENOMICS INC | 519,168 | $46.4B | 362.77% | |
| 83 | STNESTONECO LTD | 1,158,443 | $44.9B | 351.30% | |
| 84 | NOWSERVICENOW INC | 106,792 | $43.3B | 338.44% | |
| 85 | UBERUBER TECHNOLOGIES INC | 1,308,077 | $40.7B | 318.08% | |
| 86 | DISHDISH NETWORK CORPORATION | 1,177,497 | $40.6B | 317.92% | |
| 87 | ETSYETSY INC | 382,378 | $40.6B | 317.81% | |
| 88 | CRMSALESFORCE COM INC | 214,481 | $40.2B | 314.36% | |
| 89 | IRTCIRHYTHM TECHNOLOGIES INC | 343,990 | $39.9B | 311.90% | |
| 90 | STOKSTOKE THERAPEUTICS INC | 1,569,564 | $37.4B | 292.64% | |
| 91 | —BLUEBIRD BIO INC | 612,464 | $37.4B | 292.50% | |
| 92 | SSNCSS&C TECHNOLOGIES HLDGS INC | 643,475 | $36.3B | 284.34% | |
| 93 | GKOSGLAUKOS CORP | 898,094 | $34.5B | 269.96% | |
| 94 | TEAMATLASSIAN CORP PLC | 190,505 | $34.3B | 268.69% | |
| 95 | CALXCALIX INC | 2,226,569 | $33.2B | 259.56% | |
| 96 | DDOGDATADOG INC | 375,647 | $32.7B | 255.55% | |
| 97 | LULULULULEMON ATHLETICA INC | 104,638 | $32.6B | 255.43% | |
| 98 | —MAGENTA THERAPEUTICS INC | 4,333,703 | $32.5B | 254.64% | |
| 99 | AM6AMICUS THERAPEUTICS INC | 2,126,511 | $32.1B | 250.90% | |
| 100 | AZULQAZUL S A | 2,868,072 | $32.1B | 250.87% |
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