GILDER GAGNON HOWE & CO LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$7.3B
Holdings
342
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (342 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | SLBSCHLUMBERGER LTD | 36,338 | $1.8B | 24.43% | |
| 202 | KRTXKARUNA THERAPEUTICS INC | 7,892 | $1.7B | 23.42% | |
| 203 | BABAALIBABA GROUP HLDG LTD | 19,772 | $1.6B | 22.56% | |
| 204 | IAUI-80 GOLD CORP | 720,365 | $1.6B | 22.18% | |
| 205 | HIMSHIMS & HERS HEALTH INC | 170,074 | $1.6B | 21.88% | |
| 206 | CROXCROCS INC | 14,215 | $1.6B | 21.88% | |
| 207 | ATVIEURACTIVISION BLIZZARD INC | 18,914 | $1.6B | 21.82% | |
| 208 | ETNBGBP89BIO INC | 80,963 | $1.5B | 21.00% | |
| 209 | BWINBRP GROUP INC | 61,850 | $1.5B | 20.98% | |
| 210 | BLZEBACKBLAZE INC | 352,707 | $1.5B | 20.90% | |
| 211 | CMGCHIPOTLE MEXICAN GRILL INC | 701 | $1.5B | 20.52% | |
| 212 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,311 | $1.5B | 20.12% | |
| 213 | RVNCEURREVANCE THERAPEUTICS INC | 57,123 | $1.4B | 19.79% | |
| 214 | EWCZEUROPEAN WAX CTR INC | 77,279 | $1.4B | 19.71% | |
| 215 | PENPENUMBRA INC | 4,138 | $1.4B | 19.49% | |
| 216 | TXG10X GENOMICS INC | 25,276 | $1.4B | 19.32% | |
| 217 | AIRSAIRSCULPT TECHNOLOGIES INC | 159,595 | $1.4B | 18.83% | |
| 218 | CYBRCYBERARK SOFTWARE LTD | 8,794 | $1.4B | 18.82% | |
| 219 | SGSWEETGREEN INC | 102,342 | $1.3B | 17.96% | |
| 220 | VEEVVEEVA SYS INC | 6,612 | $1.3B | 17.89% | |
| 221 | —EISAI CO NPV ISIN #JP3160400002 SEDOL #6307200 | 19,070 | $1.3B | 17.56% | |
| 222 | —CARL ZEISS MEDITEC AG NPV ISIN #DE0005313704 SEDOL #5922961 | 11,744 | $1.3B | 17.37% | |
| 223 | COINCOINBASE GLOBAL INC | 16,652 | $1.2B | 16.31% | |
| 224 | —ALPHAWAVE IP GROUP PLC ORD GBP0.01 ISIN #GB00BNDRMJ14 SEDOL #BND | 630,555 | $1.1B | 15.73% | |
| 225 | SIBNSI-BONE INC | 41,065 | $1.1B | 15.16% | |
| 226 | UBERUBER TECHNOLOGIES INC | 25,444 | $1.1B | 15.03% | |
| 227 | VYGRVOYAGER THERAPEUTICS INC | 94,551 | $1.1B | 14.82% | |
| 228 | ARLOARLO TECHNOLOGIES INC | 94,570 | $1.0B | 14.12% | |
| 229 | ANFABERCROMBIE & FITCH CO | 26,422 | $995.6M | 13.63% | |
| 230 | SONOSONOS INC | 55,996 | $914.4M | 12.52% | |
| 231 | KRYSKRYSTAL BIOTECH INC | 7,503 | $880.9M | 12.06% | |
| 232 | CYTKCYTOKINETICS INC | 26,464 | $863.3M | 11.82% | |
| 233 | PCVXVAXCYTE INC | 17,022 | $850.1M | 11.63% | |
| 234 | CLFDCLEARFIELD INC | 17,547 | $830.9M | 11.37% | |
| 235 | COHRCOHERENT CORP | 15,760 | $803.4M | 11.00% | |
| 236 | CHWYCHEWY INC | 19,811 | $781.9M | 10.70% | |
| 237 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 15,047 | $767.4M | 10.50% | |
| 238 | WDAYWORKDAY INC | 3,271 | $738.9M | 10.11% | |
| 239 | RELYREMITLY GLOBAL INC | 38,051 | $716.1M | 9.80% | |
| 240 | —GOGOLD RES INC COM ISIN #CA38045Y1025 SEDOL #B60BNP0 | 587,752 | $675.1M | 9.24% | |
| 241 | BHVNBIOHAVEN LTD | 25,595 | $612.2M | 8.38% | |
| 242 | BBIOBRIDGEBIO PHARMA INC | 35,556 | $611.6M | 8.37% | |
| 243 | SLRNACELYRIN INC | 28,483 | $595.3M | 8.15% | |
| 244 | SHELSHELL PLC ORD EUR0.07 ISIN #GB00BP6MXD84 SEDOL #BP6MXD8 | 19,045 | $567.2M | 7.76% | |
| 245 | STOKSTOKE THERAPEUTICS INC | 51,074 | $542.9M | 7.43% | |
| 246 | SNAPSNAP INC | 43,872 | $519.4M | 7.11% | |
| 247 | PATHUIPATH INC | 30,853 | $511.2M | 7.00% | |
| 248 | SILKSILK RD MED INC | 14,826 | $481.7M | 6.59% | |
| 249 | ENFNENFUSION INC | 41,420 | $464.7M | 6.36% | |
| 250 | RCKTROCKET PHARMACEUTICALS INC | 23,388 | $464.7M | 6.36% | |
| 251 | RAREULTRAGENYX PHARMACEUTICAL IN | 9,648 | $445.1M | 6.09% | |
| 252 | ILMNILLUMINA INC | 2,328 | $436.5M | 5.97% | |
| 253 | ZZFCARPARTS COM INC | 100,724 | $428.1M | 5.86% | |
| 254 | VITLVITAL FARMS INC | 32,944 | $395.0M | 5.41% | |
| 255 | DASHDOORDASH INC | 4,781 | $365.4M | 5.00% | |
| 256 | —AMC ENTMT HLDGS INC PFD EQT UNIT | 207,729 | $361.4M | 4.95% | |
| 257 | —OXFORD NANOPORE TECHNOLOGIES PLC ORD GBP0.0001 ISIN #GB00BP6S8Z3 | 125,937 | $341.4M | 4.67% | |
| 258 | AVGOBROADCOM INC | 389 | $337.4M | 4.62% | |
| 259 | LPLALPL FINL HLDGS INC | 1,523 | $331.1M | 4.53% | |
| 260 | RIGTRANSOCEAN LTD | 46,445 | $325.6M | 4.46% | |
| 261 | CAVACAVA GROUP INC | 7,500 | $307.1M | 4.20% | |
| 262 | SHENSHENANDOAH TELECOMMUNICATION | 15,367 | $298.6M | 4.09% | |
| 263 | GRNDGRINDR INC | 53,959 | $298.4M | 4.08% | |
| 264 | SPOTSPOTIFY TECHNOLOGY S A | 1,827 | $293.3M | 4.01% | |
| 265 | JOBYJOBY AVIATION INC | 27,628 | $283.5M | 3.88% | |
| 266 | VZLAVIZSLA SILVER CORP | 231,585 | $282.5M | 3.87% | |
| 267 | EBEVENTBRITE INC | 29,301 | $279.8M | 3.83% | |
| 268 | PTONPELOTON INTERACTIVE INC | 35,902 | $276.1M | 3.78% | |
| 269 | RDFNREDFIN CORP | 19,219 | $238.7M | 3.27% | |
| 270 | FTHMFATHOM HOLDINGS INC | 32,442 | $231.6M | 3.17% | |
| 271 | VTOLBRISTOW GROUP INC | 7,939 | $228.1M | 3.12% | |
| 272 | LLOEWS CORP | 3,505 | $208.1M | 2.85% | |
| 273 | DAVAENDAVA PLC | 3,343 | $173.1M | 2.37% | |
| 274 | COMPCOMPASS INC | 47,326 | $165.6M | 2.27% | |
| 275 | ASANASANA INC | 7,109 | $156.7M | 2.14% | |
| 276 | TDWTIDEWATER INC NEW | 2,818 | $156.2M | 2.14% | |
| 277 | GPIGROUP 1 AUTOMOTIVE INC | 603 | $155.6M | 2.13% | |
| 278 | LMTLOCKHEED MARTIN CORP | 322 | $148.2M | 2.03% | |
| 279 | —SOVEREIGN METALS LTD NPV ISIN #AU000000SVM6 SEDOL #B1H34T5 | 369,690 | $115.7M | 1.58% | |
| 280 | NVTA1EURINVITAE CORP | 99,869 | $112.9M | 1.54% | |
| 281 | AFRMAFFIRM HLDGS INC | 6,211 | $95.2M | 1.30% | |
| 282 | SAFTSAFETY INS GROUP INC | 1,269 | $91.0M | 1.25% | |
| 283 | CXWCORECIVIC INC | 8,079 | $76.0M | 1.04% | |
| 284 | —CATAPULT GROUP INTERNATIONAL ISIN #AU000000CAT9 SEDOL #BTL0Y76 | 110,945 | $73.5M | 1.01% | |
| 285 | NVEEUSDNV5 GLOBAL INC | 644 | $71.3M | 0.98% | |
| 286 | TMCITREACE MED CONCEPTS INC | 2,708 | $69.3M | 0.95% | |
| 287 | TNDMTANDEM DIABETES CARE INC | 2,710 | $66.5M | 0.91% | |
| 288 | —REDCARE PHARMACY N.V. EUR0.02 ISIN #NL0012044747 SEDOL #BYYH7G9 | 525 | $54.3M | 0.74% | |
| 289 | RIVNRIVIAN AUTOMOTIVE INC | 2,884 | $48.0M | 0.66% | |
| 290 | LYFTLYFT INC | 4,835 | $46.4M | 0.63% | |
| 291 | —REYNA SILVER CORP COM NPV ISIN #CA76170Q1063 SEDOL #BMG11D0 | 314,837 | $44.0M | 0.60% | |
| 292 | —GALWAY METALS INC COM NPV (POST REV SPLIT) ISIN #CA3645856046 SE | 135,838 | $39.0M | 0.53% | |
| 293 | —AUTOSTORE HOLDINGS LTD USD0.01 144A REG S ISIN #BMG0670A1099 SED | 17,494 | $38.3M | 0.52% | |
| 294 | —WILLOW BIOSCIENCES INC COM NPV (POST REV SPLIT) ISIN #CA97111B40 | 430,433 | $37.4M | 0.51% | |
| 295 | VLNVALENS SEMICONDUCTOR LTD | 13,724 | $34.7M | 0.48% | |
| 296 | MBLYMOBILEYE GLOBAL INC | 838 | $32.2M | 0.44% | |
| 297 | STAASTAAR SURGICAL CO | 574 | $30.2M | 0.41% | |
| 298 | ACELACCEL ENTERTAINMENT INC | 2,400 | $25.3M | 0.35% | |
| 299 | MPNGFMEITUAN USD0.00001 B CLASS ISIN #KYG596691041 SEDOL #BGJW376 | 1,576 | $24.6M | 0.34% | |
| 300 | AMATAPPLIED MATLS INC | 168 | $24.3M | 0.33% |