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 |
|---|---|---|---|---|---|
| 201 | 9990302DAPACHE CORP | 235,533 | $3.2B | 24.88% | |
| 202 | —QUOTIENT LTD | 412,415 | $3.1B | 23.88% | |
| 203 | IBNICICI BANK LIMITED | 320,773 | $3.0B | 23.32% | |
| 204 | WGOWINNEBAGO INDS INC | 41,930 | $2.8B | 21.85% | |
| 205 | HEIHEICO CORP NEW | 27,735 | $2.8B | 21.63% | |
| 206 | ATEXANTERIX INC | 60,532 | $2.7B | 21.48% | |
| 207 | —ALASKA COMMUNICATIONS SYS GR | 946,041 | $2.6B | 20.65% | |
| 208 | BATRAUSDLIBERTY MEDIA CORP DEL | 131,054 | $2.6B | 20.59% | |
| 209 | BEAMBEAM THERAPEUTICS INC | 91,105 | $2.6B | 19.96% | |
| 210 | SMLRSEMLER SCIENTIFIC INC COM USD0001 | 55,346 | $2.5B | 19.92% | |
| 211 | —THE A2 MILK COMPANY LTD NPV ISIN NZATME0002S8 SEDOL BWSRTS7 | 197,644 | $2.5B | 19.86% | |
| 212 | HEESEURH & E EQUIPMENT SERVICES INC | 135,303 | $2.5B | 19.56% | |
| 213 | PDPAGERDUTY INC | 85,343 | $2.4B | 19.11% | |
| 214 | TWTRUSDTWITTER INC | 81,739 | $2.4B | 19.05% | |
| 215 | PAGPENSKE AUTOMOTIVE GRP INC | 62,590 | $2.4B | 18.96% | |
| 216 | —2U INC | 56,564 | $2.1B | 16.80% | |
| 217 | —AUTO TRADER GROUP PLC ORD GBP001 ISIN GB00BVYVFW23 SEDOL BVYV | 314,377 | $2.0B | 16.00% | |
| 218 | HZOMARINEMAX INC | 89,824 | $2.0B | 15.73% | |
| 219 | FANGDIAMONDBACK ENERGY INC | 48,096 | $2.0B | 15.73% | |
| 220 | LYFTLYFT INC | 59,321 | $2.0B | 15.32% | |
| 221 | FWONALIBERTY MEDIA CORP DEL | 60,394 | $1.9B | 14.98% | |
| 222 | AXBAXIS BANK GDR EACH REPR 1 INR10 REG S ISIN US05462W1099 SEDOL | 66,979 | $1.8B | 14.02% | |
| 223 | —RENALYTIX AI PLC ORD GBP00025 ISIN GB00BYWL4Y04 SEDOL BYWL4Y0 | 246,582 | $1.6B | 12.64% | |
| 224 | PIIMPINJ INC | 58,607 | $1.6B | 12.60% | |
| 225 | JPMJPMORGAN CHASE & CO | 16,951 | $1.6B | 12.47% | |
| 226 | ATVIEURACTIVISION BLIZZARD INC | 20,598 | $1.6B | 12.23% | |
| 227 | GBIOGBXGENERATION BIO CO | 70,741 | $1.5B | 11.63% | |
| 228 | RPRXROYALTY PHARMA PLC | 30,069 | $1.5B | 11.42% | |
| 229 | GILDGILEAD SCIENCES INC | 17,199 | $1.3B | 10.35% | |
| 230 | APPNAPPIAN CORP | 24,873 | $1.3B | 9.98% | |
| 231 | —NETCOMPANY GROUP AS DKK1 144A ISIN DK0060952919 SEDOL BFYDWS1 | 19,124 | $1.3B | 9.81% | |
| 232 | —CARL ZEISS MEDITEC AG NPV ISIN DE0005313704 SEDOL 5922961 | 11,647 | $1.1B | 8.88% | |
| 233 | PASGPASSAGE BIO INC | 41,487 | $1.1B | 8.87% | |
| 234 | DINDINE BRANDS GLOBAL INC | 23,329 | $982.0M | 7.68% | |
| 235 | MECMAYVILLE ENGINEERING CO INC | 123,214 | $973.0M | 7.61% | |
| 236 | —CREE INC | 15,158 | $897.0M | 7.02% | |
| 237 | SHWSHERWIN WILLIAMS CO | 1,515 | $875.0M | 6.85% | |
| 238 | SBUXSTARBUCKS CORP | 11,823 | $870.0M | 6.81% | |
| 239 | LEGNLEGEND BIOTECH CORP | 19,927 | $848.0M | 6.63% | |
| 240 | LITELUMENTUM HLDGS INC | 9,986 | $813.0M | 6.36% | |
| 241 | DKNG1USDDRAFTKINGS INC | 24,070 | $801.0M | 6.27% | |
| 242 | BSXBOSTON SCIENTIFIC CORP | 22,173 | $778.0M | 6.09% | |
| 243 | MGPIMGP INGREDIENTS INC NEW | 21,030 | $772.0M | 6.04% | |
| 244 | SONOSONOS INC | 52,247 | $764.0M | 5.98% | |
| 245 | —ALTUS MIDSTREAM CO | 1,191,925 | $755.0M | 5.91% | |
| 246 | LOVELOVESAC COMPANY | 28,423 | $746.0M | 5.84% | |
| 247 | —MYOKARDIA INC | 7,562 | $731.0M | 5.72% | |
| 248 | GHGUARDANT HEALTH INC | 8,988 | $729.0M | 5.70% | |
| 249 | —NEOPHOTONICS CORP | 67,979 | $604.0M | 4.73% | |
| 250 | TWSTTWIST BIOSCIENCE CORP | 13,274 | $601.0M | 4.70% | |
| 251 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,190 | $569.0M | 4.45% | |
| 252 | PDFSPDF SOLUTIONS INC | 27,528 | $538.0M | 4.21% | |
| 253 | MCRB1EURSERES THERAPEUTICS INC | 103,553 | $493.0M | 3.86% | |
| 254 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 7,050 | $445.0M | 3.48% | |
| 255 | APIAGORA INC | 9,991 | $441.0M | 3.45% | |
| 256 | IPOAGBPVIRGIN GALACTIC HOLDINGS INC | 25,026 | $409.0M | 3.20% | |
| 257 | KRUSKURA SUSHI USA INC | 28,562 | $408.0M | 3.19% | |
| 258 | CWGLCRIMSON WINE GROUP COM USD001 | 68,496 | $370.0M | 2.89% | |
| 259 | —FLEX LNG LTD BM USD010 ISIN BMG359472021 SEDOL BJJMGB2 | 79,541 | $365.0M | 2.86% | |
| 260 | SAFTSAFETY INS GROUP INC | 4,645 | $354.0M | 2.77% | |
| 261 | VVISA INC | 1,798 | $347.0M | 2.71% | |
| 262 | PENPENUMBRA INC | 1,923 | $344.0M | 2.69% | |
| 263 | —STAMPS COM INC | 1,871 | $344.0M | 2.69% | |
| 264 | KRYSKRYSTAL BIOTECH INC | 7,421 | $307.0M | 2.40% | |
| 265 | PINSPINTEREST INC | 13,618 | $302.0M | 2.36% | |
| 266 | SMARGBPSMARTSHEET INC | 5,676 | $289.0M | 2.26% | |
| 267 | RNAAVIDITY BIOSCIENCES INC | 10,000 | $283.0M | 2.21% | |
| 268 | —BENEFYTT TECHNOLOGIES INC | 13,010 | $266.0M | 2.08% | |
| 269 | KBHKB HOME | 8,563 | $263.0M | 2.06% | |
| 270 | NTDOYNINTENDO CO LTD ADR8 CNV INTO 1 ORDNPV | 4,713 | $262.0M | 2.05% | |
| 271 | AXGNAXOGEN INC | 26,940 | $249.0M | 1.95% | |
| 272 | ZGZILLOW GROUP INC | 4,278 | $246.0M | 1.92% | |
| 273 | DALDELTA AIR LINES INC DEL | 8,247 | $231.0M | 1.81% | |
| 274 | AMRSEURAMYRIS INC | 50,718 | $217.0M | 1.70% | |
| 275 | TCMDTACTILE SYS TECHNOLOGY INC | 4,458 | $185.0M | 1.45% | |
| 276 | GDYNGRID DYNAMICS HLDGS INC | 25,234 | $174.0M | 1.36% | |
| 277 | —CATAPULT GROUP INTERNATIONAL ISIN AU000000CAT9 SEDOL BTL0Y76 | 186,684 | $145.0M | 1.13% | |
| 278 | POUPARAMOUNT RESOURCES LIMITED COM NPV CLASS A ISIN CA6993202069 S | 101,091 | $118.0M | 0.92% | |
| 279 | RPTXREPARE THERAPEUTICS INC | 3,711 | $115.0M | 0.90% | |
| 280 | WYNNWYNN RESORTS LTD | 1,400 | $104.0M | 0.81% | |
| 281 | —CASPER SLEEP INC | 11,357 | $102.0M | 0.80% | |
| 282 | SFIXSTITCH FIX INC | 3,680 | $92.0M | 0.72% | |
| 283 | —EROS INTL PLC | 25,828 | $82.0M | 0.64% | |
| 284 | —FOUR SEAS MERCANTILE HLDGS HKD010 ISIN KYG365451049 SEDOL 634 | 270,000 | $79.0M | 0.62% | |
| 285 | AAOIAPPLIED OPTOELECTRONICS INC | 7,050 | $77.0M | 0.60% | |
| 286 | —SENESTECH INC | 38,294 | $77.0M | 0.60% | |
| 287 | CXWCORECIVIC INC | 8,079 | $76.0M | 0.59% | |
| 288 | SBLKSTAR BULK CARRIERS CORP. | 10,000 | $66.0M | 0.52% | |
| 289 | BNRBURNING ROCK BIOTECH LTD | 2,132 | $58.0M | 0.45% | |
| 290 | ESPRESPERION THERAPEUTICS INC NE | 1,128 | $58.0M | 0.45% | |
| 291 | —ENTERCOM COMMUNICATIONS CORP | 26,326 | $36.0M | 0.28% | |
| 292 | NVEEUSDNV5 GLOBAL INC | 644 | $33.0M | 0.26% | |
| 293 | GTLSCHART INDS INC | 607 | $29.0M | 0.23% | |
| 294 | —KAMBI GROUP PLC EUR0003 ISIN MT0000780107 SEDOL BMNQDC1 | 1,118 | $25.0M | 0.20% | |
| 295 | ACELACCEL ENTERTAINMENT INC | 2,400 | $23.0M | 0.18% | |
| 296 | —GOLDEN MINERALS CO | 47,017 | $20.0M | 0.16% | |
| 297 | EYENATIONAL VISION HLDGS INC | 603 | $18.0M | 0.14% | |
| 298 | —LI NING CO LTD HKD01 ISIN KYG5496K1242 SEDOL B01JCK9 | 4,621 | $15.0M | 0.12% | |
| 299 | STAASTAAR SURGICAL CO | 212 | $13.0M | 0.10% | |
| 300 | LYVLIVE NATION ENTERTAINMENT IN | 278 | $12.0M | 0.09% |