GILDER GAGNON HOWE & CO LLC Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$16.2B
Holdings
352
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (352 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | AGIALAMOS GOLD INC NEW | 522,620 | $4.6B | 28.37% | |
| 202 | HEIHEICO CORP NEW | 51,364 | $4.6B | 28.07% | |
| 203 | DHID R HORTON INC | 59,530 | $4.5B | 27.75% | |
| 204 | DISDISNEY WALT CO | 35,162 | $4.4B | 26.89% | |
| 205 | SPWHSPORTSMANS WHSE HLDGS INC | 298,537 | $4.3B | 26.33% | |
| 206 | EBSEMERGENT BIOSOLUTIONS INC | 40,568 | $4.2B | 25.84% | |
| 207 | VMCVULCAN MATLS CO | 29,845 | $4.0B | 24.93% | |
| 208 | GOGROCERY OUTLET HLDG CORP | 100,014 | $3.9B | 24.24% | |
| 209 | PDPAGERDUTY INC | 143,515 | $3.9B | 23.98% | |
| 210 | WPMWHEATON PRECIOUS METALS CORP | 78,243 | $3.8B | 23.66% | |
| 211 | IDXXIDEXX LABS INC | 9,678 | $3.8B | 23.45% | |
| 212 | REGNREGENERON PHARMACEUTICALS | 6,671 | $3.7B | 23.01% | |
| 213 | TWTRUSDTWITTER INC | 81,251 | $3.6B | 22.29% | |
| 214 | ALLKGUSDALLAKOS INC | 43,564 | $3.5B | 21.87% | |
| 215 | REEVEREST RE GROUP LTD | 17,709 | $3.5B | 21.56% | |
| 216 | RNRRENAISSANCERE HLDGS LTD | 19,724 | $3.3B | 20.63% | |
| 217 | SVMKUSDSVMK INC | 142,345 | $3.1B | 19.40% | |
| 218 | AMWLAMERICAN WELL CORP | 99,561 | $3.0B | 18.19% | |
| 219 | —REECE LIMITED NPV ISIN AU000000REH4 SEDOL 6728801 | 317,675 | $2.9B | 18.17% | |
| 220 | SMLRSEMLER SCIENTIFIC INC COM USD0001 | 55,094 | $2.9B | 18.13% | |
| 221 | PAGPENSKE AUTOMOTIVE GRP INC | 59,871 | $2.9B | 17.58% | |
| 222 | IBNICICI BANK LIMITED | 288,450 | $2.8B | 17.47% | |
| 223 | GPRKGEOPARK LTD | 375,453 | $2.8B | 17.03% | |
| 224 | BATRAUSDLIBERTY MEDIA CORP DEL | 127,390 | $2.7B | 16.39% | |
| 225 | BEAMBEAM THERAPEUTICS INC | 106,263 | $2.6B | 16.12% | |
| 226 | HEESEURH & E EQUIPMENT SERVICES INC | 132,709 | $2.6B | 16.08% | |
| 227 | —MYOVANT SCIENCES LTD | 184,128 | $2.6B | 15.94% | |
| 228 | —TREAN INS GROUP INC | 168,004 | $2.6B | 15.79% | |
| 229 | RPRXROYALTY PHARMA PLC | 60,015 | $2.5B | 15.56% | |
| 230 | —BLACKROCK GOLD CORP COM NPV ISIN CA09258M1014 SEDOL BDCQFK1 | 3,727,108 | $2.5B | 15.30% | |
| 231 | NYXHNYXOAH SA NPV ISIN BE0974358906 SEDOL BN782G7 | 106,274 | $2.4B | 15.06% | |
| 232 | ILMNILLUMINA INC | 7,875 | $2.4B | 15.00% | |
| 233 | PRNPROFOUND MED CORP | 133,931 | $2.4B | 14.56% | |
| 234 | ALLOALLOGENE THERAPEUTICS INC | 61,816 | $2.3B | 14.37% | |
| 235 | FWONALIBERTY MEDIA CORP DEL | 63,296 | $2.3B | 14.15% | |
| 236 | MGYMAGNOLIA OIL & GAS CORP | 441,202 | $2.3B | 14.06% | |
| 237 | HEIHEICO CORP NEW | 20,219 | $2.1B | 13.04% | |
| 238 | BCRXBIOCRYST PHARMACEUTICALS INC | 592,200 | $2.0B | 12.54% | |
| 239 | —THE A2 MILK COMPANY LTD NPV ISIN NZATME0002S8 SEDOL BWSRTS7 | 195,831 | $2.0B | 12.15% | |
| 240 | —2U INC | 57,051 | $1.9B | 11.91% | |
| 241 | AXBAXIS BANK GDR EACH REPR 1 INR10 REG S ISIN US05462W1099 SEDOL | 65,353 | $1.9B | 11.84% | |
| 242 | DKNG1USDDRAFTKINGS INC | 32,441 | $1.9B | 11.77% | |
| 243 | —ALASKA COMMUNICATIONS SYS GR | 943,833 | $1.9B | 11.64% | |
| 244 | VIRVIR BIOTECHNOLOGY INC | 54,034 | $1.9B | 11.43% | |
| 245 | —MYOKARDIA INC | 12,395 | $1.7B | 10.42% | |
| 246 | ATVIEURACTIVISION BLIZZARD INC | 20,806 | $1.7B | 10.38% | |
| 247 | APPNAPPIAN CORP | 24,709 | $1.6B | 9.86% | |
| 248 | —REYNA SILVER CORP COM NPV ISIN CA76170Q1063 SEDOL BMG11D0 | 2,344,727 | $1.6B | 9.84% | |
| 249 | JPMJPMORGAN CHASE & CO | 16,253 | $1.6B | 9.65% | |
| 250 | 9990302DAPACHE CORP | 162,809 | $1.5B | 9.50% | |
| 251 | —CARL ZEISS MEDITEC AG NPV ISIN DE0005313704 SEDOL 5922961 | 11,983 | $1.5B | 9.36% | |
| 252 | —AUTO TRADER GROUP PLC ORD GBP001 ISIN GB00BVYVFW23 SEDOL BVYV | 208,213 | $1.5B | 9.34% | |
| 253 | ATEXANTERIX INC | 46,117 | $1.5B | 9.29% | |
| 254 | —RENALYTIX AI PLC ORD GBP00025 ISIN GB00BYWL4Y04 SEDOL BYWL4Y0 | 228,792 | $1.3B | 7.75% | |
| 255 | LYFTLYFT INC | 43,770 | $1.2B | 7.43% | |
| 256 | JWNUSDNORDSTROM INC | 99,298 | $1.2B | 7.30% | |
| 257 | SBUXSTARBUCKS CORP | 13,660 | $1.2B | 7.24% | |
| 258 | HQYHEALTHEQUITY INC | 22,448 | $1.2B | 7.11% | |
| 259 | SHWSHERWIN WILLIAMS CO | 1,577 | $1.1B | 6.77% | |
| 260 | GHGUARDANT HEALTH INC | 8,727 | $976.0M | 6.02% | |
| 261 | TWSTTWIST BIOSCIENCE CORP | 12,808 | $973.0M | 6.00% | |
| 262 | TSHATAYSHA GENE THERAPIES INC | 43,410 | $972.0M | 5.99% | |
| 263 | —CREE INC | 15,158 | $966.0M | 5.95% | |
| 264 | PINSPINTEREST INC | 22,121 | $918.0M | 5.66% | |
| 265 | MGPIMGP INGREDIENTS INC NEW | 21,012 | $835.0M | 5.15% | |
| 266 | ETNBGBP89BIO INC | 32,248 | $827.0M | 5.10% | |
| 267 | BSXBOSTON SCIENTIFIC CORP | 21,260 | $812.0M | 5.00% | |
| 268 | SONOSONOS INC | 52,247 | $793.0M | 4.89% | |
| 269 | LOVELOVESAC COMPANY | 28,423 | $788.0M | 4.86% | |
| 270 | LITELUMENTUM HLDGS INC | 10,096 | $759.0M | 4.68% | |
| 271 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,394 | $723.0M | 4.46% | |
| 272 | CLFDCLEARFIELD INC | 34,260 | $691.0M | 4.26% | |
| 273 | KNTKALTUS MIDSTREAM CO | 57,929 | $644.0M | 3.97% | |
| 274 | —QUOTIENT LTD | 110,808 | $570.0M | 3.51% | |
| 275 | IPOAGBPVIRGIN GALACTIC HOLDINGS INC | 28,734 | $553.0M | 3.41% | |
| 276 | SMARGBPSMARTSHEET INC | 11,126 | $550.0M | 3.39% | |
| 277 | PDFSPDF SOLUTIONS INC | 27,772 | $520.0M | 3.20% | |
| 278 | LEGNLEGEND BIOTECH CORP | 16,768 | $518.0M | 3.19% | |
| 279 | MECMAYVILLE ENGINEERING CO INC | 55,860 | $513.0M | 3.16% | |
| 280 | —STAMPS COM INC | 1,932 | $466.0M | 2.87% | |
| 281 | ZGZILLOW GROUP INC | 4,163 | $423.0M | 2.61% | |
| 282 | PENPENUMBRA INC | 2,133 | $415.0M | 2.56% | |
| 283 | VVISA INC | 2,049 | $410.0M | 2.53% | |
| 284 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 7,028 | $388.0M | 2.39% | |
| 285 | —FLEX LNG LTD BM USD010 ISIN BMG359472021 SEDOL BJJMGB2 | 67,402 | $381.0M | 2.35% | |
| 286 | LNWOSCIENTIFIC GAMES CORP | 10,904 | $381.0M | 2.35% | |
| 287 | —ALLOVIR INC | 13,829 | $380.0M | 2.34% | |
| 288 | WORKSLACK TECHNOLOGIES INC | 13,122 | $352.0M | 2.17% | |
| 289 | NTDOYNINTENDO 8 ADR REP ORD | 4,713 | $333.0M | 2.05% | |
| 290 | SAFTSAFETY INS GROUP INC | 4,645 | $321.0M | 1.98% | |
| 291 | KBHKB HOME | 8,147 | $313.0M | 1.93% | |
| 292 | KRYSKRYSTAL BIOTECH INC | 7,146 | $308.0M | 1.90% | |
| 293 | AXGNAXOGEN INC | 24,713 | $287.0M | 1.77% | |
| 294 | —CATAPULT GROUP INTERNATIONAL ISIN AU000000CAT9 SEDOL BTL0Y76 | 186,684 | $280.0M | 1.73% | |
| 295 | GDRXGOODRX HLDGS INC | 5,000 | $278.0M | 1.71% | |
| 296 | DALDELTA AIR LINES INC DEL | 9,050 | $277.0M | 1.71% | |
| 297 | RNAAVIDITY BIOSCIENCES INC | 9,828 | $277.0M | 1.71% | |
| 298 | —WILLOW BIOSCIENCES INC COM NPV POST REV SPLIT ISIN CA97111B40 | 476,920 | $264.0M | 1.63% | |
| 299 | —JUST EAT TAKEAWAYCOM NV EUR004 144A REG S ISIN NL0012015705 | 1,990 | $224.0M | 1.38% | |
| 300 | —NORTHERN DATA AG ORD SHS ISIN DE000A0SMU87 SEDOL BWT5WX6 | 3,371 | $210.0M | 1.29% |