GILDER GAGNON HOWE & CO LLC Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$16.2T
Holdings
352
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (352 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSLATESLA INC | 2,302,340 | $987.7B | 6.09% | |
| 2 | NFLXNETFLIX INC | 1,086,110 | $543.1B | 3.35% | |
| 3 | ZMZOOM VIDEO COMMUNICATIONS IN | 1,075,721 | $505.7B | 3.12% | |
| 4 | AMZNAMAZON COM INC | 158,053 | $497.7B | 3.07% | |
| 5 | SHOPSHOPIFY INC | 422,477 | $432.2B | 2.66% | |
| 6 | ROKUROKU INC | 2,219,664 | $419.1B | 2.58% | |
| 7 | —OCADO GROUP PLC ORD GBP002 ISIN GB00B3MBS747 SEDOL B3MBS74 | 10,550,378 | $374.3B | 2.31% | |
| 8 | PTONPELOTON INTERACTIVE INC | 3,616,555 | $358.9B | 2.21% | |
| 9 | CVNACARVANA CO | 1,453,550 | $324.2B | 2.00% | |
| 10 | OKTAOKTA INC | 1,509,169 | $322.7B | 1.99% | |
| 11 | DOCUDOCUSIGN INC | 1,467,985 | $316.0B | 1.95% | |
| 12 | NVTA1EURINVITAE CORP | 7,091,386 | $307.4B | 1.89% | |
| 13 | RNGRINGCENTRAL INC | 962,254 | $264.2B | 1.63% | |
| 14 | FRPTFRESHPET INC | 2,067,171 | $230.8B | 1.42% | |
| 15 | NETCLOUDFLARE INC | 5,241,741 | $215.2B | 1.33% | |
| 16 | LVGOLIVONGO HEALTH INC | 1,454,443 | $203.7B | 1.26% | |
| 17 | SHAKSHAKE SHACK INC | 2,990,433 | $192.8B | 1.19% | |
| 18 | ENPHENPHASE ENERGY INC | 2,306,256 | $190.5B | 1.17% | |
| 19 | TDOCTELADOC HEALTH INC | 852,323 | $186.9B | 1.15% | |
| 20 | DC4DEXCOM INC | 451,756 | $186.2B | 1.15% | |
| 21 | HUBSHUBSPOT INC | 610,753 | $178.5B | 1.10% | |
| 22 | MDBMONGODB INC | 748,965 | $173.4B | 1.07% | |
| 23 | SPOTSPOTIFY TECHNOLOGY S A | 681,435 | $165.3B | 1.02% | |
| 24 | XYZSQUARE INC | 997,987 | $162.2B | 1.00% | |
| 25 | TNDMTANDEM DIABETES CARE INC | 1,400,361 | $158.9B | 0.98% | |
| 26 | MLB1MERCADOLIBRE INC | 145,770 | $157.8B | 0.97% | |
| 27 | SWAVUSDSHOCKWAVE MED INC | 1,882,729 | $142.7B | 0.88% | |
| 28 | EXASEXACT SCIENCES CORP | 1,362,848 | $138.9B | 0.86% | |
| 29 | FNDFLOOR & DECOR HLDGS INC | 1,751,286 | $131.0B | 0.81% | |
| 30 | ALNYALNYLAM PHARMACEUTICALS INC | 890,416 | $129.6B | 0.80% | |
| 31 | INSPINSPIRE MED SYS INC | 998,964 | $128.9B | 0.79% | |
| 32 | LGIHLGI HOMES INC | 1,082,678 | $125.8B | 0.78% | |
| 33 | ADSKAUTODESK INC | 544,281 | $125.7B | 0.77% | |
| 34 | BABAALIBABA GROUP HLDG LTD | 426,302 | $125.3B | 0.77% | |
| 35 | ISRGINTUITIVE SURGICAL INC | 172,324 | $122.3B | 0.75% | |
| 36 | SRPTSAREPTA THERAPEUTICS INC | 864,248 | $121.4B | 0.75% | |
| 37 | TALTAL EDUCATION GROUP | 1,589,441 | $120.9B | 0.74% | |
| 38 | NYTNEW YORK TIMES CO | 2,815,928 | $120.5B | 0.74% | |
| 39 | DNLIDENALI THERAPEUTICS INC | 3,316,130 | $118.8B | 0.73% | |
| 40 | —1LIFE HEALTHCARE INC | 4,156,309 | $117.9B | 0.73% | |
| 41 | EPAMEPAM SYS INC | 362,760 | $117.3B | 0.72% | |
| 42 | CHGGCHEGG INC | 1,639,464 | $117.1B | 0.72% | |
| 43 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 2,397,279 | $116.6B | 0.72% | |
| 44 | NVDANVIDIA CORPORATION | 215,152 | $116.4B | 0.72% | |
| 45 | BYNDBEYOND MEAT INC | 690,870 | $114.7B | 0.71% | |
| 46 | RUNSUNRUN INC | 1,442,517 | $111.2B | 0.69% | |
| 47 | POOLPOOL CORP | 329,547 | $110.2B | 0.68% | |
| 48 | GLOBGLOBANT S A | 598,636 | $107.3B | 0.66% | |
| 49 | OSH3EUROAK STR HEALTH INC | 1,993,055 | $106.5B | 0.66% | |
| 50 | COUPEURCOUPA SOFTWARE INC | 378,453 | $103.8B | 0.64% | |
| 51 | VCYTVERACYTE INC | 3,077,700 | $100.0B | 0.62% | |
| 52 | QTRXQUANTERIX CORP | 2,949,599 | $99.5B | 0.61% | |
| 53 | MTCHMATCH GROUP INC NEW | 897,888 | $99.4B | 0.61% | |
| 54 | NTRANATERA INC | 1,336,778 | $96.6B | 0.60% | |
| 55 | IRTCIRHYTHM TECHNOLOGIES INC | 396,756 | $94.5B | 0.58% | |
| 56 | ZLABZAI LAB LTD | 1,110,984 | $92.4B | 0.57% | |
| 57 | KRNTKORNIT DIGITAL LTD | 1,417,919 | $92.0B | 0.57% | |
| 58 | MCRB1EURSERES THERAPEUTICS INC | 3,185,420 | $90.2B | 0.56% | |
| 59 | —TENCENT HOLDINGS LIMITED HKD000002 ISIN KYG875721634 SEDOL BM | 1,334,929 | $88.1B | 0.54% | |
| 60 | WSOWATSCO INC | 377,055 | $87.8B | 0.54% | |
| 61 | ZZILLOW GROUP INC | 860,097 | $87.4B | 0.54% | |
| 62 | STNESTONECO LTD | 1,639,916 | $86.7B | 0.53% | |
| 63 | RLAYRELAY THERAPEUTICS INC | 2,025,501 | $86.3B | 0.53% | |
| 64 | TXG10X GENOMICS INC | 688,611 | $85.9B | 0.53% | |
| 65 | UUNITY SOFTWARE INC | 933,532 | $81.5B | 0.50% | |
| 66 | METAFACEBOOK INC | 308,572 | $80.8B | 0.50% | |
| 67 | —NETCOMPANY GROUP AS DKK1 144A ISIN DK0060952919 SEDOL BFYDWS1 | 935,654 | $77.6B | 0.48% | |
| 68 | TMUST-MOBILE US INC | 675,398 | $77.2B | 0.48% | |
| 69 | —WUXI BIOLOGICS CAYMAN INC USD0000025 144A REG S ISIN KYG9700 | 3,073,012 | $74.8B | 0.46% | |
| 70 | SIL1EURSILVERCREST METALS INC | 8,488,411 | $72.1B | 0.44% | |
| 71 | CRWDCROWDSTRIKE HLDGS INC | 524,125 | $72.0B | 0.44% | |
| 72 | RGENREPLIGEN CORP | 482,953 | $71.3B | 0.44% | |
| 73 | GSGOLDMAN SACHS GROUP INC | 349,297 | $70.2B | 0.43% | |
| 74 | GOOGALPHABET INC | 45,942 | $67.5B | 0.42% | |
| 75 | APPFAPPFOLIO INC | 444,827 | $63.1B | 0.39% | |
| 76 | SNAPSNAP INC | 2,405,551 | $62.8B | 0.39% | |
| 77 | SSTISHOTSPOTTER INC | 1,971,292 | $61.2B | 0.38% | |
| 78 | MSFTMICROSOFT CORP | 289,848 | $61.0B | 0.38% | |
| 79 | —ADYEN NV 144A | 33,015 | $60.9B | 0.38% | |
| 80 | ADBEADOBE SYSTEMS INCORPORATED | 123,306 | $60.5B | 0.37% | |
| 81 | GOOGLALPHABET INC | 40,125 | $58.8B | 0.36% | |
| 82 | QTWOQ2 HLDGS INC | 635,144 | $58.0B | 0.36% | |
| 83 | CALXCALIX INC | 3,156,403 | $56.1B | 0.35% | |
| 84 | INFNEURINFINERA CORP | 9,056,677 | $55.8B | 0.34% | |
| 85 | SMGSCOTTS MIRACLE GRO CO | 361,432 | $55.3B | 0.34% | |
| 86 | —IWG PLC ORD GBP001 ISIN JE00BYVQYS01 SEDOL BYVQYS0 | 16,083,661 | $54.1B | 0.33% | |
| 87 | NOWSERVICENOW INC | 110,878 | $53.8B | 0.33% | |
| 88 | DISHDISH NETWORK CORPORATION | 1,819,135 | $52.8B | 0.33% | |
| 89 | ACCDEURACCOLADE INC | 1,311,157 | $51.0B | 0.31% | |
| 90 | STOKSTOKE THERAPEUTICS INC | 1,490,153 | $49.9B | 0.31% | |
| 91 | ARNAEURARENA PHARMACEUTICALS INC | 643,147 | $48.1B | 0.30% | |
| 92 | TRUPTRUPANION INC | 598,210 | $47.2B | 0.29% | |
| 93 | SIBNSI BONE INC | 1,985,250 | $47.1B | 0.29% | |
| 94 | PENNPENN NATL GAMING INC | 644,643 | $46.9B | 0.29% | |
| 95 | UBERUBER TECHNOLOGIES INC | 1,271,953 | $46.4B | 0.29% | |
| 96 | CRMSALESFORCE COM INC | 178,819 | $44.9B | 0.28% | |
| 97 | GKOSGLAUKOS CORP | 881,972 | $43.7B | 0.27% | |
| 98 | ETSYETSY INC | 341,706 | $41.6B | 0.26% | |
| 99 | FSLYFASTLY INC | 421,933 | $39.5B | 0.24% | |
| 100 | PYPLPAYPAL HLDGS INC | 200,469 | $39.5B | 0.24% |
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