GILDER GAGNON HOWE & CO LLC Q4 2016 Filing
Filed February 1, 2017
Portfolio Value
$5.1B
Holdings
263
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (263 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON.COM INC | 584,836 | $438.6B | 8649.04% | |
| 2 | NFLXNETFLIX COM INC COM | 3,063,362 | $379.2B | 7479.40% | |
| 3 | METAFACEBOOK INC COM USD0.000006 CL A | 2,204,059 | $253.6B | 5001.01% | |
| 4 | TSLATESLA MOTORS INC COM USD0.001 | 708,316 | $151.4B | 2985.10% | |
| 5 | —NXSTAGE MED INC COM | 5,749,761 | $150.7B | 2972.10% | |
| 6 | 9990302DAPACHE CORP | 1,722,204 | $109.3B | 2155.76% | |
| 7 | —2U INC COM USD0.001 | 3,553,012 | $107.1B | 2112.67% | |
| 8 | —METRO BANK PLC ORD GBP0.000001 ISIN #GB00BZ6STL67 SEDOL #BZ6STL6 | 2,923,319 | $105.7B | 2083.75% | |
| 9 | —FLEXION THERAPEUTICS INC COM | 4,379,002 | $83.3B | 1642.61% | |
| 10 | GOOGALPHABET INC CAP STK CL C | 104,995 | $81.0B | 1598.20% | |
| 11 | ULTAULTA SALON COSMETCS &FRAG INC COM | 294,924 | $75.2B | 1482.85% | |
| 12 | RNGRINGCENTRAL INC-CLASS A | 3,493,641 | $72.0B | 1419.36% | |
| 13 | HUBSHUBSPOT INC COM | 1,528,352 | $71.8B | 1416.68% | |
| 14 | PIIMPINJ INC COM | 2,000,946 | $70.7B | 1394.59% | |
| 15 | SHAKSHAKE SHACK INC CL A | 1,952,043 | $69.9B | 1377.85% | |
| 16 | ANETEURARISTA NETWORKS INC COM USD0.0001 | 710,670 | $68.8B | 1356.31% | |
| 17 | MLMMARTIN MARIETTA MATLS INC | 301,202 | $66.7B | 1315.94% | |
| 18 | ATVIEURACTIVISION BLIZZARD INC COM | 1,825,927 | $65.9B | 1300.34% | |
| 19 | LITELUMENTUM HLDGS INC COM | 1,703,849 | $65.9B | 1298.76% | |
| 20 | LGIHLGI HOMES INC COM | 2,142,756 | $61.6B | 1214.10% | |
| 21 | —OCADO GROUP PLC ORD GBP0.02 ISIN #GB00B3MBS747 SEDOL #B3MBS74 | 18,531,629 | $60.5B | 1192.68% | |
| 22 | —ACACIA COMMUNICATIONS INC COM | 948,131 | $58.5B | 1154.66% | |
| 23 | —GIGAMON INC COM USD0.0001 | 1,278,667 | $58.2B | 1148.66% | |
| 24 | AFWALIGN TECHNOLOGY INC COM | 597,451 | $57.4B | 1132.69% | |
| 25 | —GTT COMMUNICATIONS INC COM USD0.0001 | 1,941,730 | $55.8B | 1100.97% | |
| 26 | INCYINCYTE CORP COM | 552,302 | $55.4B | 1092.18% | |
| 27 | GKOSGLAUKOS CORP COM | 1,534,129 | $52.6B | 1037.78% | |
| 28 | EXASEXACT SCIENCES CORP | 3,712,851 | $49.6B | 978.28% | |
| 29 | ZAYOEURZAYO GROUP HLDGS INC COM | 1,507,380 | $49.5B | 976.88% | |
| 30 | —DIRTT ENVIRONMENTAL SOLUT LTD COM ISIN #CA25490H1064 SEDOL #BH13 | 10,492,255 | $49.1B | 967.48% | |
| 31 | ADBEADOBE SYS INC | 470,116 | $48.4B | 954.50% | |
| 32 | MCDMCDONALDS CORP | 379,857 | $46.2B | 911.86% | |
| 33 | POOLPOOL CORP COM | 442,548 | $46.2B | 910.66% | |
| 34 | ALNYALNYLAM PHARMACEUTICALS INC | 1,230,794 | $46.1B | 908.80% | |
| 35 | TRIPTRIPADVISOR INC COM | 976,039 | $45.3B | 892.59% | |
| 36 | FRCBFIRST REP BK SAN FRANCISCO CAL COM | 463,232 | $42.7B | 841.77% | |
| 37 | ZZILLOW GROUP INC CL C CAP STK | 1,159,344 | $42.3B | 833.86% | |
| 38 | QTWOQ2 HLDGS INC COM | 1,433,413 | $41.4B | 815.58% | |
| 39 | NTDOYNINTENDO CO LTD ADR(8 CNV INTO 1 ORD)NPV | 1,569,040 | $41.3B | 813.84% | |
| 40 | EPAMEPAM SYS INC COM USD0.001 | 631,598 | $40.6B | 801.06% | |
| 41 | SAVESPIRIT AIRLS INC COM | 691,309 | $40.0B | 788.85% | |
| 42 | PCRXPACIRA PHARMACEUTICALS INC COM USD0.001 | 1,226,278 | $39.6B | 781.16% | |
| 43 | GOOGLALPHABET INC CAP STK CL A | 49,622 | $39.3B | 775.52% | |
| 44 | —DOMINOS PIZZA ENTERPRISES LIMITED NPV ISIN #AU000000DMP0 SEDOL # | 833,809 | $39.2B | 773.85% | |
| 45 | —TENCENT HOLDINGS LIMITED HKD0.00002 ISIN #KYG875721634 SEDOL #BM | 1,518,930 | $37.2B | 732.94% | |
| 46 | HDBHDFC BANK LTD ADS EACH REPR 3 INR10(MGT) | 581,090 | $35.3B | 695.41% | |
| 47 | AMEDAMEDISYS INC COM | 824,202 | $35.1B | 692.95% | |
| 48 | VEEVVEEVA SYS INC CL A COM | 851,044 | $34.6B | 683.11% | |
| 49 | PDFSPDF SOLUTIONS INC | 1,530,989 | $34.5B | 680.88% | |
| 50 | —YOOX NET-A-PORTER GROUP NPV ISIN #IT0003540470 SEDOL #B4YC9W4 | 1,138,930 | $32.4B | 638.26% | |
| 51 | DC4DEXCOM INC | 524,744 | $31.3B | 617.83% | |
| 52 | —BMC STK HLDGS INC COM | 1,519,662 | $29.6B | 584.42% | |
| 53 | —FOUNDATION MEDICINE INC USD0.0001 | 1,603,518 | $28.4B | 559.75% | |
| 54 | EAELECTRONIC ARTS | 336,624 | $26.5B | 522.89% | |
| 55 | —BOINGO WIRELESS INC COM USD0.0001 | 2,136,658 | $26.0B | 513.68% | |
| 56 | ADSKAUTODESK INC COM | 345,231 | $25.6B | 503.91% | |
| 57 | BABAALIBABA GROUP HLDG LTD | 273,486 | $24.0B | 473.62% | |
| 58 | FLIRFLIR SYS INC | 651,609 | $23.6B | 465.08% | |
| 59 | —CAVIUM INC COM | 361,720 | $22.6B | 445.44% | |
| 60 | —CATAPULT GROUP INTL LTD ISIN #AU000000CAT9 SEDOL #BTL0Y76 | 12,288,067 | $21.9B | 431.69% | |
| 61 | SUPVGRUPO SUPERVIELLE S A SPONSORED ADR | 1,665,641 | $21.9B | 431.65% | |
| 62 | KSUEURKANSAS CITY SOUTHERN COM | 254,092 | $21.6B | 425.20% | |
| 63 | —VIVENDI SA EUR5.50 ISIN #FR0000127771 SEDOL #4834777 | 1,121,153 | $21.4B | 421.08% | |
| 64 | SSNCSS&C TECHNOLOGIES HLDGS INC COM | 745,192 | $21.3B | 420.31% | |
| 65 | —STRAIGHT PATH COMMUNICATIONS INC COM USD0.01 CL B | 614,662 | $20.8B | 411.06% | |
| 66 | GLPGGALAPAGOS NV NPV ISIN #BE0003818359 SEDOL #B07Q2V5 | 318,283 | $20.5B | 403.47% | |
| 67 | ALGTALLEGIANT TRAVEL CO COM | 121,424 | $20.2B | 398.48% | |
| 68 | BMRNBIOMARIN PHARMACEUTICAL INC | 243,836 | $20.2B | 398.36% | |
| 69 | ZGZILLOW GROUP INC CL A | 549,663 | $20.0B | 395.13% | |
| 70 | —THERAPEUTICSMD INC COM | 3,411,162 | $19.7B | 388.17% | |
| 71 | —ADIDAS AG NPV (REGD) ISIN #DE000A1EWWW0 SEDOL #4031976 | 118,802 | $18.8B | 370.20% | |
| 72 | —RIGHTMOVE PLC WINTERHILL SHS ISIN #GB00B2987V85 SEDOL #B2987V8 | 386,860 | $18.7B | 367.95% | |
| 73 | ELFE L F BEAUTY INC COM | 607,420 | $17.6B | 346.69% | |
| 74 | DOOREURMASONITE INTERNATIONAL CORP COM NPV | 252,437 | $16.6B | 327.58% | |
| 75 | GRA1EURGRACE W R & CO DEL NEW | 240,679 | $16.3B | 321.07% | |
| 76 | UAAUNDER ARMOUR INC COM STK USD0.000333 CLASS A | 535,494 | $15.6B | 306.79% | |
| 77 | CSGPCOSTAR GROUP INC COM | 80,227 | $15.1B | 298.23% | |
| 78 | —PURPLEBRICKS GROUP PLC ORD GBP0.01 ISIN #GB00BYV2MV74 SEDOL #BYV | 8,300,108 | $14.5B | 285.20% | |
| 79 | CRMSALESFORCE COM INC | 210,576 | $14.4B | 284.31% | |
| 80 | UAUNDER ARMOUR INC CL C | 537,502 | $13.5B | 266.82% | |
| 81 | TASTUSDCARROLS RESTAURANT GROUP INC COM | 880,157 | $13.4B | 264.71% | |
| 82 | —EXTRACTION OIL AND GAS INC COM | 616,843 | $12.4B | 243.80% | |
| 83 | TEAMATLASSIAN CORPORATION PLC COM USD0.1 CL A | 501,941 | $12.1B | 238.38% | |
| 84 | SIXEURSIX FLAGS ENTMT CORP NEW COM | 199,942 | $12.0B | 236.45% | |
| 85 | MAMASTERCARD INCORPORATED CL A | 113,731 | $11.7B | 231.59% | |
| 86 | —TSO3 INC COM ISIN #CA8730151013 SEDOL #2798518 | 5,505,503 | $11.6B | 229.13% | |
| 87 | SITESITEONE LANDSCAPE SUPPLY INC COM | 332,655 | $11.6B | 227.85% | |
| 88 | SHOPSHOPIFY INC NPV SUBORDINATED A ISIN #CA82509L1076 SEDOL #BX865C7 | 266,788 | $11.4B | 225.56% | |
| 89 | GDXVANECK VECTORS ETF TR GOLD MINERS ETF | 535,437 | $11.2B | 220.90% | |
| 90 | NOWSERVICENOW INC COM USD0.001 | 146,573 | $10.9B | 214.89% | |
| 91 | FLT1EURFLEETCOR TECHNOLOGIES INC COM STK USD0.001 | 76,835 | $10.9B | 214.46% | |
| 92 | T7DTRANSDIGM GROUP INC COM | 42,037 | $10.5B | 206.41% | |
| 93 | —AUTO TRADER GROUP PLC ORD GBP0.01 ISIN #GB00BVYVFW23 SEDOL #BVYV | 1,952,363 | $9.9B | 194.60% | |
| 94 | GILGILDAN ACTIVEWEAR INC COM ISIN #CA3759161035 SEDOL #2254645 | 387,950 | $9.8B | 194.10% | |
| 95 | AAOIAPPLIED OPTOELECTRONICS INC COM | 419,184 | $9.8B | 193.79% | |
| 96 | AMTAMERICAN TOWER CORPORATION | 90,359 | $9.5B | 188.32% | |
| 97 | —LUMBER LIQUIDATORS HLDGS INC COM | 605,314 | $9.5B | 187.91% | |
| 98 | SPLKCHFSPLUNK INC COM USD0.001 | 185,205 | $9.5B | 186.83% | |
| 99 | EVBGEUREVERBRIDGE INC COM | 502,870 | $9.3B | 182.98% | |
| 100 | BIDUNBAIDU INC SPONS ADR REPR 0.10 ORD CLS A | 52,671 | $8.7B | 170.79% |
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