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 |
|---|---|---|---|---|---|
| 101 | ARGXARGENX SE | 140,308 | $31.6B | 247.25% | |
| 102 | ABMDEURABIOMED INC | 130,093 | $31.4B | 245.87% | |
| 103 | WDAYWORKDAY INC | 159,320 | $29.9B | 233.54% | |
| 104 | SITESITEONE LANDSCAPE SUPPLY INC | 259,352 | $29.6B | 231.26% | |
| 105 | PYPLPAYPAL HLDGS INC | 168,017 | $29.3B | 229.04% | |
| 106 | CDXSCODEXIS INC | 2,548,574 | $29.1B | 227.31% | |
| 107 | TRUPTRUPANION INC | 659,273 | $28.1B | 220.19% | |
| 108 | XPXP INC | 641,626 | $27.0B | 210.89% | |
| 109 | —SAFARICOM PLC KES005 ISIN KE1000001402 SEDOL B2QN3J6 | 95,960,324 | $25.8B | 201.88% | |
| 110 | EHTHEHEALTH INC | 250,549 | $24.6B | 192.58% | |
| 111 | XYLXYLEM INC | 373,548 | $24.3B | 189.85% | |
| 112 | MAMASTERCARD INCORPORATED | 80,496 | $23.8B | 186.23% | |
| 113 | MLMMARTIN MARIETTA MATLS INC | 114,091 | $23.6B | 184.39% | |
| 114 | SIBNSI BONE INC | 1,345,207 | $21.4B | 167.77% | |
| 115 | SLQTSELECTQUOTE INC | 837,976 | $21.2B | 166.07% | |
| 116 | SPLKCHFSPLUNK INC | 104,199 | $20.7B | 161.99% | |
| 117 | MQ8MAG SILVER CORP | 1,425,868 | $20.1B | 157.30% | |
| 118 | AMTAMERICAN TOWER CORP NEW | 77,276 | $20.0B | 156.31% | |
| 119 | RCUSARCUS BIOSCIENCES INC | 805,074 | $19.9B | 155.84% | |
| 120 | ARNAEURARENA PHARMACEUTICALS INC | 314,998 | $19.8B | 155.14% | |
| 121 | JWNUSDNORDSTROM INC | 1,243,139 | $19.3B | 150.66% | |
| 122 | MAXREURMAXAR TECHNOLOGIES INC | 1,032,342 | $18.5B | 145.06% | |
| 123 | PRVBUSDPROVENTION BIO INC | 1,251,260 | $17.7B | 138.13% | |
| 124 | PRPLPURPLE INNOVATION INC | 965,043 | $17.4B | 135.91% | |
| 125 | ONEWONEWATER MARINE INC | 700,148 | $17.0B | 133.01% | |
| 126 | —EIDOS THERAPEUTICS INC | 343,989 | $16.4B | 128.30% | |
| 127 | ZZILLOW GROUP INC | 273,348 | $15.7B | 123.21% | |
| 128 | NMI1EURKIRKLAND LAKE GOLD LTD | 353,857 | $14.6B | 114.17% | |
| 129 | VEEVVEEVA SYS INC | 62,240 | $14.6B | 114.15% | |
| 130 | AYXEURALTERYX INC | 87,065 | $14.3B | 111.90% | |
| 131 | VLRSCONTROLADORA VUELA COMP DE A | 2,653,543 | $14.0B | 109.62% | |
| 132 | GQ9SPDR GOLD TR | 83,596 | $14.0B | 109.46% | |
| 133 | IGICINTL GNRL INSURANCE HLDNGS L | 2,014,315 | $13.9B | 108.74% | |
| 134 | TWLOTWILIO INC | 63,110 | $13.8B | 108.34% | |
| 135 | GDXVANECK VECTORS ETF TR | 375,444 | $13.8B | 107.74% | |
| 136 | PENNPENN NATL GAMING INC | 448,410 | $13.7B | 107.14% | |
| 137 | NKENIKE INC | 138,634 | $13.6B | 106.35% | |
| 138 | PDDPINDUODUO INC | 157,205 | $13.5B | 105.58% | |
| 139 | BACVERIZON COMMUNICATIONS INC | 233,558 | $12.9B | 100.74% | |
| 140 | PLMRPALOMAR HLDGS INC | 146,528 | $12.6B | 98.31% | |
| 141 | CHWYCHEWY INC | 278,205 | $12.4B | 97.27% | |
| 142 | SPWHSPORTSMANS WHSE HLDGS INC | 826,535 | $11.8B | 92.15% | |
| 143 | CBCHUBB LIMITED | 89,124 | $11.3B | 88.29% | |
| 144 | VICRVICOR CORP | 152,904 | $11.0B | 86.07% | |
| 145 | MPWRMONOLITHIC PWR SYS INC | 44,695 | $10.6B | 82.88% | |
| 146 | FNVFRANCO NEV CORP | 73,501 | $10.3B | 80.30% | |
| 147 | —CELLNEX TELECOM SAU EUR025 144A REG S ISIN ES0105066007 SEDOL | 168,483 | $10.3B | 80.30% | |
| 148 | SITMSITIME CORP | 209,341 | $9.9B | 77.65% | |
| 149 | NARIUSDINARI MED INC | 203,123 | $9.8B | 76.98% | |
| 150 | —GTT COMMUNICATIONS INC | 1,163,131 | $9.5B | 74.26% | |
| 151 | IPHIINPHI CORP | 80,306 | $9.4B | 73.83% | |
| 152 | FERGFERGUSON PLC ORD GBP010 ISIN JE00BJVNSS43 SEDOL BJVNSS4 | 115,391 | $9.4B | 73.76% | |
| 153 | —BARCLAYS BK PLC | 273,958 | $9.3B | 72.77% | |
| 154 | ATZARITZIA INC SUB VTG SHS ISIN CA04045U1021 SEDOL BDCG2C2 | 665,699 | $9.3B | 72.69% | |
| 155 | FNDFLOOR & DECOR HLDGS INC | 152,717 | $8.8B | 68.88% | |
| 156 | —NEW PACIFIC METALS CORP COM NPV ISIN CA6478241012 SEDOL BF4CP8 | 2,154,287 | $8.7B | 68.44% | |
| 157 | AAPLAPPLE INC | 23,919 | $8.7B | 68.27% | |
| 158 | PLANUSDANAPLAN INC | 191,315 | $8.7B | 67.82% | |
| 159 | QDELUSDQUIDEL CORP | 38,113 | $8.5B | 66.71% | |
| 160 | AZEKAZEK CO INC | 264,601 | $8.4B | 65.96% | |
| 161 | —BIOHAVEN PHARMACTL HLDG CO L | 102,352 | $7.5B | 58.55% | |
| 162 | BWINBRP GROUP INC | 424,384 | $7.3B | 57.34% | |
| 163 | —MOLECULAR TEMPLATES INC | 518,174 | $7.1B | 55.91% | |
| 164 | T7DTRANSDIGM GROUP INC | 16,120 | $7.1B | 55.75% | |
| 165 | BATRKUSDLIBERTY MEDIA CORP DEL | 360,018 | $7.1B | 55.60% | |
| 166 | ALLOALLOGENE THERAPEUTICS INC | 160,520 | $6.9B | 53.77% | |
| 167 | HDBHDFC BANK LTD | 145,186 | $6.6B | 51.64% | |
| 168 | ILMNILLUMINA INC | 17,524 | $6.5B | 50.78% | |
| 169 | AFYAAFYA LTD | 260,294 | $6.1B | 47.73% | |
| 170 | —RIGHTMOVE ORD GBP0001 ISIN GB00BGDT3G23 SEDOL BGDT3G2 | 870,172 | $5.9B | 45.93% | |
| 171 | SENS1GBPSENSEONICS HLDGS INC | 14,881,590 | $5.8B | 45.41% | |
| 172 | THOTHOR INDS INC | 54,100 | $5.8B | 45.09% | |
| 173 | LPSNUSDLIVEPERSON INC | 128,168 | $5.3B | 41.54% | |
| 174 | SIVBEURSVB FINANCIAL GROUP | 24,555 | $5.3B | 41.40% | |
| 175 | PFPTPROOFPOINT INC | 46,299 | $5.1B | 40.25% | |
| 176 | SILKSILK RD MED INC | 121,027 | $5.1B | 39.67% | |
| 177 | —WILLSCOT CORP | 411,216 | $5.1B | 39.54% | |
| 178 | AGIALAMOS GOLD INC NEW | 525,922 | $4.9B | 38.60% | |
| 179 | WRBBERKLEY W R CORP | 80,646 | $4.6B | 36.15% | |
| 180 | SVMKUSDSVMK INC | 189,793 | $4.5B | 34.96% | |
| 181 | HEIHEICO CORP NEW | 54,885 | $4.5B | 34.89% | |
| 182 | CRLCHARLES RIV LABS INTL INC | 25,232 | $4.4B | 34.42% | |
| 183 | REGNREGENERON PHARMACEUTICALS | 6,985 | $4.4B | 34.08% | |
| 184 | ESTCELASTIC N V | 44,214 | $4.1B | 31.90% | |
| 185 | GOGROCERY OUTLET HLDG CORP | 99,661 | $4.1B | 31.81% | |
| 186 | DISDISNEY WALT CO | 35,553 | $4.0B | 31.02% | |
| 187 | HQYHEALTHEQUITY INC | 65,180 | $3.8B | 29.92% | |
| 188 | —MYOVANT SCIENCES LTD | 183,597 | $3.8B | 29.62% | |
| 189 | REEVEREST RE GROUP LTD | 17,955 | $3.7B | 28.96% | |
| 190 | GPRKGEOPARK LTD | 377,556 | $3.7B | 28.92% | |
| 191 | VMCVULCAN MATLS CO | 30,860 | $3.6B | 27.97% | |
| 192 | PODDINSULET CORP | 18,014 | $3.5B | 27.38% | |
| 193 | WPMWHEATON PRECIOUS METALS CORP | 78,890 | $3.5B | 27.19% | |
| 194 | RNRRENAISSANCERE HOLDINGS LTD | 20,147 | $3.4B | 26.96% | |
| 195 | MGYMAGNOLIA OIL & GAS CORP | 563,884 | $3.4B | 26.73% | |
| 196 | RDFNREDFIN CORP | 80,117 | $3.4B | 26.27% | |
| 197 | DHID R HORTON INC | 59,728 | $3.3B | 25.91% | |
| 198 | —REECE LIMITED NPV ISIN AU000000REH4 SEDOL 6728801 | 514,098 | $3.3B | 25.45% | |
| 199 | IDXXIDEXX LABS INC | 9,838 | $3.2B | 25.41% | |
| 200 | ALLKGUSDALLAKOS INC | 44,781 | $3.2B | 25.18% |