GILDER GAGNON HOWE & CO LLC Q4 2017 Filing
Filed January 31, 2018
Portfolio Value
$7.4B
Holdings
294
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (294 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | WDAYWORKDAY INC COM USD0.001 CL A | 136,322 | $13.9B | 186.29% | |
| 102 | —BARCLAYS BK PLC IPATH S&P 500 VIX SHORT TERM FUTURES ETN NEW 201 | 491,935 | $13.7B | 184.49% | |
| 103 | HOMEAT HOME GROUP INC COM | 423,918 | $12.9B | 173.04% | |
| 104 | POUPARAMOUNT RESOURCES LIMITED COM NPV CLASS A ISIN #CA6993202069 S | 825,306 | $12.8B | 171.82% | |
| 105 | —ALMOST FAMILY INC | 229,483 | $12.7B | 170.61% | |
| 106 | AMTAMERICAN TOWER CORPORATION | 87,962 | $12.6B | 168.57% | |
| 107 | —ASV HLDGS INC COM | 1,211,662 | $12.3B | 165.19% | |
| 108 | MPWRMONOLITHIC PWR SYS INC COM | 107,801 | $12.1B | 162.70% | |
| 109 | XYZSQUARE INC CL A | 343,501 | $11.9B | 159.96% | |
| 110 | —MAZOR ROBOTICS LTD SPON ADS EA REPR 2 ORD ILS0.00 | 229,183 | $11.8B | 158.85% | |
| 111 | GDXVANECK VECTORS ETF TR GOLD MINERS ETF | 489,750 | $11.4B | 152.88% | |
| 112 | —STRAIGHT PATH COMMUNICATIONS INC COM USD0.01 CL B | 61,944 | $11.3B | 151.26% | |
| 113 | STZCONSTELLATION BRANDS INC CL A | 49,232 | $11.3B | 151.15% | |
| 114 | —TSO3 INC COM ISIN #CA8730151013 SEDOL #2798518 | 5,351,875 | $11.1B | 149.74% | |
| 115 | —EXTRACTION OIL AND GAS INC COM | 761,715 | $10.9B | 146.41% | |
| 116 | FRCBFIRST REP BK SAN FRANCISCO CAL COM | 122,255 | $10.6B | 142.27% | |
| 117 | —ADESTO TECHNOLOGIES CORP COM | 1,641,221 | $10.6B | 142.19% | |
| 118 | 9990302DAPACHE CORP | 245,980 | $10.4B | 139.49% | |
| 119 | —DOMINO S PIZZA ENTERPRISES L ISIN #AU000000DMP0 SEDOL #B07SFG7 | 273,182 | $10.0B | 134.02% | |
| 120 | SESEA LIMITED ADS EACH REP ONE CLASS A ORD SHS | 735,468 | $9.8B | 131.69% | |
| 121 | GILGILDAN ACTIVEWEAR INC COM ISIN #CA3759161035 SEDOL #2254645 | 300,142 | $9.7B | 130.22% | |
| 122 | APPNAPPIAN CORP CL A | 307,117 | $9.7B | 129.86% | |
| 123 | NVEEUSDNV5 GLOBAL INC COM | 178,105 | $9.6B | 129.54% | |
| 124 | —NUTRI SYS INC NEW COM | 179,814 | $9.5B | 127.04% | |
| 125 | AAOIAPPLIED OPTOELECTRONICS INC COM | 249,606 | $9.4B | 126.80% | |
| 126 | TASTUSDCARROLS RESTAURANT GROUP INC COM | 767,136 | $9.3B | 125.20% | |
| 127 | VCRAUSDVOCERA COMMUNICATIONS INC COM | 297,383 | $9.0B | 120.71% | |
| 128 | CVA1EURCOVANTA HLDG CORP COM | 529,749 | $9.0B | 120.26% | |
| 129 | ENZBENZO BIOCHEM INC | 1,076,312 | $8.8B | 117.83% | |
| 130 | MTCHEURMATCH GROUP INC COM | 276,485 | $8.7B | 116.28% | |
| 131 | HTLDHEARTLAND EXPRESS INC COM | 353,418 | $8.2B | 110.80% | |
| 132 | BOXBOX INC CL A | 383,106 | $8.1B | 108.68% | |
| 133 | KSUEURKANSAS CITY SOUTHERN COM | 76,496 | $8.0B | 108.11% | |
| 134 | TCMDTACTILE SYS TECHNOLOGY INC COM | 277,651 | $8.0B | 108.07% | |
| 135 | NEWREURNEW RELIC INC COM | 135,000 | $7.8B | 104.76% | |
| 136 | ZNGAEURZYNGA INC COM USD0.00000625 CLASS A | 1,938,457 | $7.8B | 104.15% | |
| 137 | —NETSHOES CAYMAN LTD COM USD0.0033 | 975,776 | $7.7B | 103.55% | |
| 138 | DC4DEXCOM INC | 133,814 | $7.7B | 103.16% | |
| 139 | IPHIINPHI CORPORATION COM USD0.001 | 202,293 | $7.4B | 99.45% | |
| 140 | —VALIDUS HOLDING LTD COM STK USD0.175 | 157,723 | $7.4B | 99.40% | |
| 141 | TRVCCITIGROUP INC COM NEW | 98,514 | $7.3B | 98.46% | |
| 142 | CVNACARVANA CO CL A | 366,134 | $7.0B | 94.02% | |
| 143 | —NUVECTRA CORP COM | 899,132 | $7.0B | 93.71% | |
| 144 | FNVFRANCO NEVADA CORP COM ISIN #CA3518581051 SEDOL #B29NF31 | 85,927 | $6.9B | 92.28% | |
| 145 | SOYSUNOPTA INC COM ISIN #CA8676EP1086 SEDOL #2817510 | 885,149 | $6.9B | 92.14% | |
| 146 | —LILIS ENERGY INC COM NEW | 1,254,910 | $6.4B | 86.14% | |
| 147 | SIVBEURSVB FINL GROUP | 26,914 | $6.3B | 84.51% | |
| 148 | —ALASKA COMM SYS GRP INC | 2,335,308 | $6.3B | 84.07% | |
| 149 | —BOINGO WIRELESS INC COM USD0.0001 | 278,063 | $6.3B | 84.03% | |
| 150 | —GASLOG LTD COM USD0.01 | 280,795 | $6.2B | 83.92% | |
| 151 | BATRAUSDLIBERTY MEDIA CORP DELAWARE COM A BRAVES GRP | 271,631 | $6.0B | 80.44% | |
| 152 | MSGSMADISON SQUARE GARDEN CO NEW CL A | 28,242 | $6.0B | 79.99% | |
| 153 | IRTCIRHYTHM TECHNOLOGIES INC COM | 104,887 | $5.9B | 78.97% | |
| 154 | —AUTO TRADER GROUP PLC ORD GBP0.01 ISIN #GB00BVYVFW23 SEDOL #BVYV | 1,049,638 | $5.0B | 67.28% | |
| 155 | SUPVGRUPO SUPERVIELLE S.A. SPON ADS EACH REP 5 ORD SHS CL B | 167,138 | $4.9B | 65.82% | |
| 156 | T7DTRANSDIGM GROUP INC COM | 17,631 | $4.8B | 65.04% | |
| 157 | SIXEURSIX FLAGS ENTMT CORP NEW COM | 71,345 | $4.7B | 63.79% | |
| 158 | WRBBERKLEY W R CORP | 66,143 | $4.7B | 63.65% | |
| 159 | EAELECTRONIC ARTS | 44,014 | $4.6B | 62.11% | |
| 160 | —IDORSIA LTD CHF0.05 ISIN #CH0363463438 SEDOL #BF0YK62 | 176,653 | $4.6B | 61.96% | |
| 161 | BIDUNBAIDU INC SPONS ADR REPR 0.10 ORD CLS A | 19,603 | $4.6B | 61.67% | |
| 162 | PFPTPROOFPOINT INC COM USD0.0001 | 51,686 | $4.6B | 61.65% | |
| 163 | NTDOYNINTENDO CO LTD ADR(8 CNV INTO 1 ORD)NPV | 99,375 | $4.5B | 61.01% | |
| 164 | ENPHENPHASE ENERGY INC COM USD0.00001 | 1,883,791 | $4.5B | 60.98% | |
| 165 | —TELARIA INC COM | 1,115,180 | $4.5B | 60.36% | |
| 166 | AAPLAPPLE INC | 26,318 | $4.5B | 59.83% | |
| 167 | SPLKCHFSPLUNK INC COM USD0.001 | 53,491 | $4.4B | 59.52% | |
| 168 | CWHCAMPING WORLD HLDGS INC CL A | 98,291 | $4.4B | 59.06% | |
| 169 | DALDELTA AIR LINES INC DEL COM NEW | 76,570 | $4.3B | 57.60% | |
| 170 | ZEN1EURZENDESK INC COM USD0.01 | 125,800 | $4.3B | 57.18% | |
| 171 | SBLKSTAR BULK CARRIERS CORP COM USD0.01(POST REV SPLIT) | 370,868 | $4.2B | 56.09% | |
| 172 | FBKFB FINL CORP COM | 98,842 | $4.2B | 55.74% | |
| 173 | SHOPSHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 | 37,362 | $3.8B | 50.69% | |
| 174 | HQYHEALTHEQUITY INC COM | 80,261 | $3.7B | 50.30% | |
| 175 | LNWOSCIENTIFIC GAMES CRP CL A | 72,977 | $3.7B | 50.29% | |
| 176 | ABMDEURABIOMED INC | 19,851 | $3.7B | 49.97% | |
| 177 | PAGPENSKE AUTOMOTIVE GROUP INC | 76,800 | $3.7B | 49.36% | |
| 178 | HEESEURH &E EQUIPMENT SERVICES INC COM | 87,605 | $3.6B | 47.83% | |
| 179 | SPNEUSDSEASPINE HLDGS CORP COM | 344,267 | $3.5B | 46.80% | |
| 180 | ACADACADIA PHARMACEUTICALS INC COM | 112,626 | $3.4B | 45.55% | |
| 181 | MMYTMAKEMYTRIP LTD USD0.0005 | 109,847 | $3.3B | 44.04% | |
| 182 | TQJSIGNATURE BK NEW YORK N Y COM | 22,935 | $3.1B | 42.28% | |
| 183 | —NXSTAGE MED INC COM | 128,550 | $3.1B | 41.84% | |
| 184 | —SEASPAN CORPORATION COM STK USD0.01 | 408,777 | $2.8B | 37.06% | |
| 185 | —ULTIMATE SOFTWARE GROUP INC | 12,075 | $2.6B | 35.39% | |
| 186 | SIL1EURSILVERCREST METALS INC COM NPV ISIN #CA8283631015 SEDOL #BYVY3D2 | 1,785,449 | $2.6B | 34.26% | |
| 187 | SNDRSCHNEIDER NATIONAL INC CL B | 88,118 | $2.5B | 33.81% | |
| 188 | —DIRTT ENVIRONMENTAL SOLUT LTD COM ISIN #CA25490H1064 SEDOL #BH13 | 444,610 | $2.4B | 32.13% | |
| 189 | FARMFARMER BROS CO COM | 71,258 | $2.3B | 30.77% | |
| 190 | GPRKGEOPARK LIMITED COM USD0.001 | 226,541 | $2.2B | 30.15% | |
| 191 | COUPEURCOUPA SOFTWARE INC COM | 67,288 | $2.1B | 28.22% | |
| 192 | —SOCIAL CAP HEDOSOPHIA HLDGS CORP UNIT 1 CL A & 1/3 WT EXP ISIN # | 193,619 | $2.1B | 27.56% | |
| 193 | WPMWHEATON PRECIOUS METALS CORP COM NPV ISIN #CA9628791027 SEDOL #B | 88,714 | $2.0B | 26.37% | |
| 194 | NTGRNETGEAR INC | 32,719 | $1.9B | 25.82% | |
| 195 | LHCGUSDLHC GROUP INC COM | 31,072 | $1.9B | 25.56% | |
| 196 | CLDRCLOUDERA INC COM | 114,127 | $1.9B | 25.32% | |
| 197 | AQUAUSDEVOQUA WATER TECHNOLOGIES CORP COM | 78,424 | $1.9B | 24.97% | |
| 198 | —CISION LTD COM USD0.0001 | 154,225 | $1.8B | 24.59% | |
| 199 | CMRECOSTAMARE INC COM USD0.0001 | 297,272 | $1.7B | 23.04% | |
| 200 | GSVGOLD STD VENTURES CORP COM ISIN #CA3807381049 SEDOL #B05J9S2 | 974,525 | $1.7B | 22.90% |