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 |
|---|---|---|---|---|---|
| 101 | IPHIINPHI CORPORATION COM USD0.001 | 188,794 | $8.4B | 166.14% | |
| 102 | GDDYGODADDY INC CL A | 240,595 | $8.4B | 165.84% | |
| 103 | —OCLARO INC COM NEW | 908,198 | $8.1B | 160.30% | |
| 104 | DALDELTA AIR LINES INC DEL COM NEW | 160,309 | $7.9B | 155.53% | |
| 105 | MSFTMICROSOFT CORP | 125,284 | $7.8B | 153.53% | |
| 106 | KRNTKORNIT DIGITAL LTD ORD ILS0.01 | 607,029 | $7.7B | 151.44% | |
| 107 | —SENESTECH INC COM | 905,963 | $7.4B | 145.63% | |
| 108 | 7SUSUMMIT MATLS INC CL A | 300,015 | $7.1B | 140.75% | |
| 109 | KBHKB HOME COM | 451,235 | $7.1B | 140.70% | |
| 110 | PFPTPROOFPOINT INC COM USD0.0001 | 95,101 | $6.7B | 132.51% | |
| 111 | PANWPALO ALTO NETWORKS INC COM USD0.0001 | 50,331 | $6.3B | 124.13% | |
| 112 | NVEEUSDNV5 GLOBAL INC COM | 185,644 | $6.2B | 122.30% | |
| 113 | —VALIDUS HOLDING LTD COM STK USD0.175 | 108,332 | $6.0B | 117.52% | |
| 114 | SIENUSDSIENTRA INC COM USD0.01 | 697,383 | $5.9B | 117.19% | |
| 115 | —XERO LIMITED NPV ISIN #NZXROE0001S2 SEDOL #B1Y43C7 | 470,316 | $5.7B | 113.18% | |
| 116 | ENZBENZO BIOCHEM INC | 823,953 | $5.7B | 112.77% | |
| 117 | WDAYWORKDAY INC CL A | 86,244 | $5.7B | 112.41% | |
| 118 | FNVFRANCO NEVADA CORP COM ISIN #CA3518581051 SEDOL #B29NF31 | 94,561 | $5.7B | 111.45% | |
| 119 | BATRKUSDLIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP | 270,027 | $5.6B | 109.65% | |
| 120 | —ALMOST FAMILY INC | 125,520 | $5.5B | 109.16% | |
| 121 | —SILVER SPRING NETWORKS INC COM USD0.001 | 411,126 | $5.5B | 107.92% | |
| 122 | STZCONSTELLATION BRANDS INC CL A | 33,267 | $5.1B | 100.58% | |
| 123 | EVHEVOLENT HEALTH INC CL A | 329,234 | $4.9B | 96.10% | |
| 124 | PACBPACIFIC BIOSCIENCES CALIFORNIA INC COM USD0.0001 | 1,189,449 | $4.5B | 89.14% | |
| 125 | WRBBERKLEY W R CORP | 67,276 | $4.5B | 88.26% | |
| 126 | —NUTRI SYS INC NEW COM | 129,050 | $4.5B | 88.20% | |
| 127 | BATRAUSDLIBERTY MEDIA CORP DELAWARE COM A BRAVES GRP | 215,038 | $4.4B | 86.89% | |
| 128 | BCOVUSDBRIGHTCOVE INC COM USD0.001 | 531,075 | $4.3B | 84.31% | |
| 129 | ATKRATKORE INTL GROUP INC COM | 176,219 | $4.2B | 83.09% | |
| 130 | PAGPENSKE AUTOMOTIVE GROUP INC | 81,260 | $4.2B | 83.09% | |
| 131 | —NUVECTRA CORP COM | 814,055 | $4.1B | 80.76% | |
| 132 | AXGNAXOGEN INC COM | 442,338 | $4.0B | 78.51% | |
| 133 | TQJSIGNATURE BK NEW YORK N Y COM | 26,265 | $3.9B | 77.80% | |
| 134 | —MOBILEYE NV EUR0.01 | 101,991 | $3.9B | 76.68% | |
| 135 | ZEN1EURZENDESK INC COM USD0.01 | 178,403 | $3.8B | 74.59% | |
| 136 | LPSNUSDLIVEPERSON INC | 496,319 | $3.7B | 73.90% | |
| 137 | MLB1MERCADOLIBRE INC | 23,650 | $3.7B | 72.83% | |
| 138 | AAPLAPPLE INC | 30,933 | $3.6B | 70.66% | |
| 139 | HQYHEALTHEQUITY INC COM | 88,033 | $3.6B | 70.35% | |
| 140 | —XTREME DRILLING CORP ISIN #CA98419V1004 SEDOL #B7J8QB6 | 1,690,284 | $3.5B | 69.60% | |
| 141 | GRBKGREEN BRICK PARTNERS INC | 347,032 | $3.5B | 68.79% | |
| 142 | FARMFARMER BROS CO COM | 93,187 | $3.4B | 67.45% | |
| 143 | ITUBITAU UNIBANCO HOLDINGS S.A. ADR EACH REPR 1 PRF NPV | 319,894 | $3.3B | 64.87% | |
| 144 | NVDANVIDIA CORP | 29,979 | $3.2B | 63.11% | |
| 145 | SIVBEURSVB FINL GROUP | 17,362 | $3.0B | 58.77% | |
| 146 | IRTCIRHYTHM TECHNOLOGIES INC COM | 97,605 | $2.9B | 57.75% | |
| 147 | —VCA INC COM STK | 42,642 | $2.9B | 57.73% | |
| 148 | HEESEURH &E EQUIPMENT SERVICES INC COM | 122,509 | $2.8B | 56.17% | |
| 149 | SBUXSTARBUCKS CORP COM USD0.001 | 46,942 | $2.6B | 51.40% | |
| 150 | PSTGPURE STORAGE INC CL A | 223,369 | $2.5B | 49.82% | |
| 151 | SIRIEURSIRIUS XM HLDGS INC COM | 565,475 | $2.5B | 49.62% | |
| 152 | GSVGOLD STD VENTURES CORP COM ISIN #CA3807381049 SEDOL #B05J9S2 | 1,147,444 | $2.4B | 48.20% | |
| 153 | NAKNORTHERN DYNASTY MINS COM NPV ISIN #CA66510M2040 SEDOL #2637848 | 1,175,972 | $2.4B | 48.00% | |
| 154 | —ADESTO TECHNOLOGIES CORP COM | 1,294,855 | $2.4B | 47.23% | |
| 155 | —BANK OF THE OZARKS INC COM | 45,271 | $2.4B | 46.96% | |
| 156 | XYZSQUARE INC CL A | 166,928 | $2.3B | 44.87% | |
| 157 | TSCOTRACTOR SUPPLY CO | 29,541 | $2.2B | 44.18% | |
| 158 | —NOVELION THERAPEUTICS INC COM NPV(POST REV SPLT) ISIN #CA67001K2 | 260,190 | $2.2B | 43.21% | |
| 159 | CMACOMERICA INC | 31,225 | $2.1B | 41.95% | |
| 160 | NUVAGBPNUVASIVE INC COM | 30,247 | $2.0B | 40.17% | |
| 161 | —ZELTIQ AESTHETICS INC COM | 44,725 | $1.9B | 38.38% | |
| 162 | —SILVER WHEATON CORPORATION COM NPV ISIN #CA8283361076 SEDOL #B05 | 98,148 | $1.9B | 37.39% | |
| 163 | —CBS CORP NEW CL B | 29,560 | $1.9B | 37.10% | |
| 164 | EWEDWARDS LIFESCIENCES CORP | 19,922 | $1.9B | 36.82% | |
| 165 | GWREGUIDEWIRE SOFTWARE INC COM USD0.0001 | 36,982 | $1.8B | 35.97% | |
| 166 | DXPEDXP ENTERPRISES INC NEW | 51,330 | $1.8B | 35.16% | |
| 167 | ABMDEURABIOMED INC | 15,623 | $1.8B | 34.71% | |
| 168 | XLKSECTOR SPDR TR SHS BEN INT TECHNOLOGY | 33,475 | $1.6B | 31.93% | |
| 169 | —FEVERTREE DRINKS PLC ORD GBP0.0025 ISIN #GB00BRJ9BJ26 SEDOL #BRJ | 113,181 | $1.6B | 31.42% | |
| 170 | WFCWELLS FARGO &COMPANY COM USD1.666 | 28,602 | $1.6B | 31.08% | |
| 171 | HOMEAT HOME GROUP INC COM | 103,652 | $1.5B | 29.90% | |
| 172 | NTNXNUTANIX INC CL A | 52,000 | $1.4B | 27.24% | |
| 173 | SIL1EURSILVERCREST METALS INC COM NPV ISIN #CA8283631015 SEDOL #BYVY3D2 | 776,249 | $1.4B | 26.94% | |
| 174 | —ATHENAHEALTH INC DELAWARE | 11,933 | $1.3B | 24.75% | |
| 175 | TRVCCITIGROUP INC COM NEW | 20,171 | $1.2B | 23.65% | |
| 176 | AXASEURABRAXAS PETE CORP | 463,713 | $1.2B | 23.51% | |
| 177 | BSXBOSTON SCIENTIFIC CORP | 47,194 | $1.0B | 20.14% | |
| 178 | SAFTSAFETY INS GROUP INC | 13,670 | $1.0B | 19.86% | |
| 179 | LHCGUSDLHC GROUP INC COM | 22,008 | $1.0B | 19.84% | |
| 180 | —TALEND SA ADR EACH REP 1 ORD SHS | 43,113 | $957.0M | 18.87% | |
| 181 | FIH/UFAIRFAX INDIA HOLDINGS CORPORATION COM SUB VTG SHS ISIN #CA30389 | 81,917 | $946.0M | 18.66% | |
| 182 | —ECO STIM ENERGY SOLUTIONS INC COM | 947,312 | $909.0M | 17.93% | |
| 183 | NEWREURNEW RELIC INC COM | 30,425 | $860.0M | 16.96% | |
| 184 | ACNACCENTURE PLC CLS A USD0.0000225 | 7,020 | $822.0M | 16.21% | |
| 185 | —DEPOMED INC | 45,162 | $814.0M | 16.05% | |
| 186 | PAYCPAYCOM SOFTWARE INC COM USD0.01 | 17,710 | $806.0M | 15.90% | |
| 187 | GLOBGLOBANT SA USD1.20 | 23,594 | $787.0M | 15.52% | |
| 188 | AXBAXIS BANK GDR EACH REPR 1 INR10 REG S ISIN #US05462W1099 SEDOL # | 23,366 | $766.0M | 15.11% | |
| 189 | FOSLFOSSIL GROUP INC COM | 27,843 | $720.0M | 14.20% | |
| 190 | —BELLATRIX EXPLORATION LTD COM ISIN #CA0783141017 SEDOL #B580BW5 | 738,620 | $697.0M | 13.75% | |
| 191 | SHWSHERWIN WILLIAMS CO | 2,527 | $679.0M | 13.39% | |
| 192 | —AMBER ROAD INC COM USD0.001 | 74,549 | $677.0M | 13.35% | |
| 193 | —NINTENDO CO LTD NPV ISIN #JP3756600007 SEDOL #6639550 | 2,892 | $608.0M | 11.99% | |
| 194 | MUMICRON TECHNOLOGY | 27,472 | $602.0M | 11.87% | |
| 195 | PODDINSULET CORP COM | 14,970 | $564.0M | 11.12% | |
| 196 | WFRDWEATHERFORD INTL PLC ORD SHS | 110,498 | $551.0M | 10.87% | |
| 197 | JDJD COM INC SPONSORED ADR REPSTG COM CL A | 16,379 | $417.0M | 8.22% | |
| 198 | TTDTHE TRADE DESK INC COM CL A | 14,961 | $414.0M | 8.16% | |
| 199 | ZTSZOETIS INC COM USD0.01 CL A | 7,451 | $399.0M | 7.87% | |
| 200 | —NEW HOME CO INC COM | 32,241 | $378.0M | 7.45% |