GILDER GAGNON HOWE & CO LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$7306.3T
Holdings
342
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (342 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSLATESLA INC | 2,000,715 | $523.7T | 7.17% | |
| 2 | AMZNAMAZON COM INC | 2,131,713 | $277.9T | 3.80% | |
| 3 | NFLXNETFLIX INC | 597,548 | $263.2T | 3.60% | |
| 4 | NVDANVIDIA CORPORATION | 561,451 | $237.5T | 3.25% | |
| 5 | MDBMONGODB INC | 527,711 | $216.9T | 2.97% | |
| 6 | NETCLOUDFLARE INC | 2,763,015 | $180.6T | 2.47% | |
| 7 | METAMETA PLATFORMS INC | 583,286 | $167.4T | 2.29% | |
| 8 | INSPINSPIRE MED SYS INC | 496,053 | $161.0T | 2.20% | |
| 9 | SWAVUSDSHOCKWAVE MED INC | 563,616 | $160.9T | 2.20% | |
| 10 | ISRGINTUITIVE SURGICAL INC | 441,570 | $151.0T | 2.07% | |
| 11 | LLYLILLY ELI & CO | 317,517 | $148.9T | 2.04% | |
| 12 | HUBSHUBSPOT INC | 245,205 | $130.5T | 1.79% | |
| 13 | DUOLDUOLINGO INC | 911,040 | $130.2T | 1.78% | |
| 14 | SHAKSHAKE SHACK INC | 1,567,970 | $121.9T | 1.67% | |
| 15 | POOLPOOL CORP | 318,738 | $119.4T | 1.63% | |
| 16 | FRPTFRESHPET INC | 1,732,504 | $114.0T | 1.56% | |
| 17 | ALNYALNYLAM PHARMACEUTICALS INC | 598,696 | $113.7T | 1.56% | |
| 18 | CPCANADIAN PACIFIC KANSAS CITY | 1,341,525 | $108.4T | 1.48% | |
| 19 | PCORPROCORE TECHNOLOGIES INC | 1,552,991 | $101.1T | 1.38% | |
| 20 | FNDFLOOR & DECOR HLDGS INC | 923,235 | $96.0T | 1.31% | |
| 21 | SHOPSHOPIFY INC | 1,460,143 | $94.3T | 1.29% | |
| 22 | CALXCALIX INC | 1,834,294 | $91.5T | 1.25% | |
| 23 | ADBEADOBE SYSTEMS INCORPORATED | 177,871 | $87.0T | 1.19% | |
| 24 | PIIMPINJ INC | 968,800 | $86.9T | 1.19% | |
| 25 | DDOGDATADOG INC | 867,691 | $85.4T | 1.17% | |
| 26 | RBLXROBLOX CORP | 2,018,744 | $81.4T | 1.11% | |
| 27 | MSFTMICROSOFT CORP | 229,116 | $78.0T | 1.07% | |
| 28 | MLB1MERCADOLIBRE INC | 64,366 | $76.2T | 1.04% | |
| 29 | DC4DEXCOM INC | 567,331 | $72.9T | 1.00% | |
| 30 | DKSDICKS SPORTING GOODS INC | 545,045 | $72.0T | 0.99% | |
| 31 | TOSTTOAST INC | 2,987,959 | $67.4T | 0.92% | |
| 32 | APPFAPPFOLIO INC | 386,531 | $66.5T | 0.91% | |
| 33 | ANETEURARISTA NETWORKS INC | 410,297 | $66.5T | 0.91% | |
| 34 | ABNBAIRBNB INC | 508,490 | $65.2T | 0.89% | |
| 35 | DEDEERE & CO | 148,298 | $60.1T | 0.82% | |
| 36 | NYTNEW YORK TIMES CO | 1,508,258 | $59.4T | 0.81% | |
| 37 | GOOGLALPHABET INC | 495,132 | $59.3T | 0.81% | |
| 38 | RHRHEINMETALL AG NPV ISIN #DE0007030009 SEDOL #5334588 | 214,004 | $58.6T | 0.80% | |
| 39 | EPAMEPAM SYS INC | 251,449 | $56.5T | 0.77% | |
| 40 | GTLSCHART INDS INC | 346,379 | $55.3T | 0.76% | |
| 41 | BNTXBIONTECH SE | 462,278 | $49.9T | 0.68% | |
| 42 | ZMZOOM VIDEO COMMUNICATIONS IN | 719,654 | $48.9T | 0.67% | |
| 43 | GOOGALPHABET INC | 402,585 | $48.7T | 0.67% | |
| 44 | DNLIDENALI THERAPEUTICS INC | 1,579,945 | $46.6T | 0.64% | |
| 45 | PWRQUANTA SVCS INC | 230,320 | $45.2T | 0.62% | |
| 46 | XYZBLOCK INC | 673,085 | $44.8T | 0.61% | |
| 47 | ENPHENPHASE ENERGY INC | 255,834 | $42.8T | 0.59% | |
| 48 | OPCHOPTION CARE HEALTH INC | 1,280,337 | $41.6T | 0.57% | |
| 49 | SIL1EURSILVERCREST METALS INC | 7,059,948 | $41.4T | 0.57% | |
| 50 | NTRANATERA INC | 849,622 | $41.3T | 0.57% | |
| 51 | VLRSCONTROLADORA VUELA COMP DE A | 2,882,706 | $40.2T | 0.55% | |
| 52 | MQMARQETA INC | 7,987,032 | $38.9T | 0.53% | |
| 53 | LGIHLGI HOMES INC | 284,649 | $38.4T | 0.53% | |
| 54 | —ADYEN NV REG S | 21,656 | $37.5T | 0.51% | |
| 55 | CRWDCROWDSTRIKE HLDGS INC | 254,060 | $37.3T | 0.51% | |
| 56 | TRUPTRUPANION INC | 1,871,770 | $36.8T | 0.50% | |
| 57 | —OCADO GROUP PLC ORD GBP0.02 ISIN #GB00B3MBS747 SEDOL #B3MBS74 | 5,075,110 | $36.6T | 0.50% | |
| 58 | CAECAE INC | 1,606,235 | $35.9T | 0.49% | |
| 59 | ONEWONEWATER MARINE INC | 968,673 | $35.1T | 0.48% | |
| 60 | ENVXENOVIX CORPORATION | 1,923,268 | $34.7T | 0.47% | |
| 61 | MLMMARTIN MARIETTA MATLS INC | 66,435 | $30.7T | 0.42% | |
| 62 | SNOWSNOWFLAKE INC | 170,116 | $29.9T | 0.41% | |
| 63 | GLOBGLOBANT S A | 165,135 | $29.7T | 0.41% | |
| 64 | —THALES SA EUR3 ISIN #FR0000121329 SEDOL #4162791 | 197,348 | $29.5T | 0.40% | |
| 65 | COCOVITA COCO CO INC | 1,095,322 | $29.4T | 0.40% | |
| 66 | SITESITEONE LANDSCAPE SUPPLY INC | 174,553 | $29.2T | 0.40% | |
| 67 | WSCWILLSCOT MOBIL MINI HLDNG CO | 608,731 | $29.1T | 0.40% | |
| 68 | QTRXQUANTERIX CORP | 1,268,202 | $28.6T | 0.39% | |
| 69 | SFMSPROUTS FMRS MKT INC | 755,387 | $27.7T | 0.38% | |
| 70 | NOWSERVICENOW INC | 47,827 | $26.9T | 0.37% | |
| 71 | AAPLAPPLE INC | 127,410 | $24.7T | 0.34% | |
| 72 | —AVID TECHNOLOGY INC | 953,268 | $24.3T | 0.33% | |
| 73 | LINDLINDBLAD EXPEDITIONS HLDGS I | 2,119,668 | $23.1T | 0.32% | |
| 74 | MGYMAGNOLIA OIL & GAS CORP | 1,095,933 | $22.9T | 0.31% | |
| 75 | BIIBBIOGEN INC | 80,297 | $22.9T | 0.31% | |
| 76 | OKTAOKTA INC | 322,967 | $22.4T | 0.31% | |
| 77 | MSGSMADISON SQUARE GRDN SPRT COR | 116,859 | $22.0T | 0.30% | |
| 78 | MAMASTERCARD INCORPORATED | 53,488 | $21.0T | 0.29% | |
| 79 | HCPHASHICORP INC | 775,085 | $20.3T | 0.28% | |
| 80 | IBNICICI BANK LIMITED | 833,289 | $19.2T | 0.26% | |
| 81 | ROKUROKU INC | 295,169 | $18.9T | 0.26% | |
| 82 | PANWPALO ALTO NETWORKS INC | 72,833 | $18.6T | 0.25% | |
| 83 | SSTISOUNDTHINKING INC | 816,782 | $17.9T | 0.24% | |
| 84 | INTCINTEL CORP | 532,525 | $17.8T | 0.24% | |
| 85 | KRNTKORNIT DIGITAL LTD | 601,127 | $17.7T | 0.24% | |
| 86 | SPNTSIRIUSPOINT LTD | 1,942,729 | $17.5T | 0.24% | |
| 87 | CFLTCONFLUENT INC | 488,431 | $17.2T | 0.24% | |
| 88 | MPWRMONOLITHIC PWR SYS INC | 31,924 | $17.2T | 0.24% | |
| 89 | DOCUDOCUSIGN INC | 336,713 | $17.2T | 0.24% | |
| 90 | CTOSCUSTOM TRUCK ONE SOURCE INC | 2,498,540 | $16.8T | 0.23% | |
| 91 | EXASEXACT SCIENCES CORP | 178,635 | $16.8T | 0.23% | |
| 92 | CBCHUBB LIMITED | 86,246 | $16.6T | 0.23% | |
| 93 | —FERGUSON PLC ORD GBP0.10 ISIN #JE00BJVNSS43 SEDOL #BJVNSS4 | 104,220 | $16.4T | 0.23% | |
| 94 | OSCROSCAR HEALTH INC | 2,004,543 | $16.2T | 0.22% | |
| 95 | PHATPHATHOM PHARMACEUTICALS INC | 1,060,605 | $15.2T | 0.21% | |
| 96 | AMTAMERICAN TOWER CORP NEW | 78,222 | $15.2T | 0.21% | |
| 97 | MQ8MAG SILVER CORP | 1,356,443 | $15.1T | 0.21% | |
| 98 | MCDMCDONALDS CORP | 49,010 | $14.6T | 0.20% | |
| 99 | LULULULULEMON ATHLETICA INC | 38,267 | $14.5T | 0.20% | |
| 100 | TEAMATLASSIAN CORPORATION | 86,270 | $14.5T | 0.20% |
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