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 |
|---|---|---|---|---|---|
| 201 | —R1 RCM INC COM | 383,785 | $1.7B | 22.73% | |
| 202 | —ACCELERATE DIAGNOSTICS INC COM USD0.001 | 61,420 | $1.6B | 21.61% | |
| 203 | MUMICRON TECHNOLOGY | 38,642 | $1.6B | 21.34% | |
| 204 | —POLARITYTE INC COM | 64,949 | $1.5B | 20.24% | |
| 205 | —THERAPEUTICSMD INC COM USD0.001 | 246,969 | $1.5B | 20.04% | |
| 206 | —TALEND SA ADR EACH REP 1 ORD SHS | 39,107 | $1.5B | 19.69% | |
| 207 | TWTRUSDTWITTER INC COM USD0.000005 | 59,211 | $1.4B | 19.10% | |
| 208 | PANWPALO ALTO NETWORKS INC COM USD0.0001 | 9,529 | $1.4B | 18.55% | |
| 209 | CZREURCAESARS ENTMT CORP COM | 100,789 | $1.3B | 17.13% | |
| 210 | —BLUEBIRD BIO INC COM | 6,880 | $1.2B | 16.45% | |
| 211 | GLPGGALAPAGOS NV NPV ISIN #BE0003818359 SEDOL #B07Q2V5 | 12,459 | $1.2B | 15.88% | |
| 212 | BSXBOSTON SCIENTIFIC CORP | 44,340 | $1.1B | 14.76% | |
| 213 | SHWSHERWIN WILLIAMS CO | 2,679 | $1.1B | 14.75% | |
| 214 | —CBS CORP NEW CL B | 18,306 | $1.1B | 14.51% | |
| 215 | —CARL ZEISS MEDITEC AG NPV ISIN #DE0005313704 SEDOL #5922961 | 17,214 | $1.1B | 14.39% | |
| 216 | DOOREURMASONITE INTERNATIONAL CORP COM NPV | 14,000 | $1.0B | 13.94% | |
| 217 | —SENESTECH INC COM | 1,424,173 | $1.0B | 13.77% | |
| 218 | AMATAPPLIED MATERIALS INC | 19,599 | $1.0B | 13.46% | |
| 219 | —FRONTIER DEVELOPMENTS PLC GBP0.005 ISIN #GB00BBT32N39 SEDOL #BBT | 54,691 | $980.0M | 13.16% | |
| 220 | —MIMECAST LIMITED COM USD0.012 | 33,650 | $965.0M | 12.96% | |
| 221 | AXASEURABRAXAS PETE CORP | 387,178 | $952.0M | 12.79% | |
| 222 | PODDINSULET CORP COM | 13,226 | $913.0M | 12.26% | |
| 223 | —ECO STIM ENERGY SOLUTIONS INC COM | 708,486 | $893.0M | 11.99% | |
| 224 | NAKNORTHERN DYNASTY MINS COM NPV ISIN #CA66510M2040 SEDOL #2637848 | 456,023 | $807.0M | 10.84% | |
| 225 | CHTRCHARTER COMMUNICATIONS INC NEW CL A | 2,125 | $714.0M | 9.59% | |
| 226 | OLEDUNIVERSAL DISPLAY CORP | 3,856 | $666.0M | 8.95% | |
| 227 | —FUSION TELECOMMUNICATIONS INTL INC COM NEW | 175,621 | $659.0M | 8.85% | |
| 228 | AXBAXIS BANK GDR EACH REPR 1 INR10 REG S ISIN #US05462W1099 SEDOL # | 15,085 | $659.0M | 8.85% | |
| 229 | —USA TECHNOLOGIES INC COM NO PAR | 63,354 | $618.0M | 8.30% | |
| 230 | FWONALIBERTY MEDIA CORP DELAWARE COM SER C FRMLA | 17,915 | $612.0M | 8.22% | |
| 231 | GOOSCANADA GOOSE HOLDINGS INC COM NPV SUB VTNG SHS ISIN #CA135086106 | 19,189 | $606.0M | 8.14% | |
| 232 | —BMC STK HLDGS INC COM | 23,000 | $582.0M | 7.82% | |
| 233 | —FEVERTREE DRINKS PLC ORD GBP0.0025 ISIN #GB00BRJ9BJ26 SEDOL #BRJ | 18,260 | $562.0M | 7.55% | |
| 234 | —NINTENDO CO LTD NPV ISIN #JP3756600007 SEDOL #6639550 | 1,523 | $557.0M | 7.48% | |
| 235 | XLNXEURXILINX INC | 8,122 | $548.0M | 7.36% | |
| 236 | —AMBER ROAD INC COM USD0.001 | 71,806 | $527.0M | 7.08% | |
| 237 | ACMRACM RESEARCH INC COM CL A | 98,033 | $515.0M | 6.92% | |
| 238 | EP3ORASURE TECHNOLOGIES INC COM | 26,463 | $499.0M | 6.70% | |
| 239 | —ENTERCOM COMMUNICATIONS CORP CL A | 42,630 | $460.0M | 6.18% | |
| 240 | GBYSANGAMO THERAPEUTICS INC COM | 27,992 | $459.0M | 6.17% | |
| 241 | SAFTSAFETY INS GROUP INC | 5,663 | $455.0M | 6.11% | |
| 242 | —LARSEN AND TOUBRO LTD GDR RP 1SH REG S ISIN #USY5217N1183 SEDOL | 22,925 | $444.0M | 5.96% | |
| 243 | —LENDINGCLUB CORP COM | 102,975 | $425.0M | 5.71% | |
| 244 | OVEROVERSTOCK COM INC DEL COM | 6,422 | $410.0M | 5.51% | |
| 245 | CSXC S X CORP | 7,372 | $406.0M | 5.45% | |
| 246 | TRIPTRIPADVISOR INC COM | 11,385 | $392.0M | 5.27% | |
| 247 | —NEW HOME CO INC COM | 30,942 | $388.0M | 5.21% | |
| 248 | —ATHENAHEALTH INC DELAWARE | 2,783 | $370.0M | 4.97% | |
| 249 | SMPLSIMPLY GOOD FOODS CO COM | 24,592 | $351.0M | 4.71% | |
| 250 | GBTUSDGLOBAL BLOOD THERAPEUTICS INC COM | 8,854 | $348.0M | 4.67% | |
| 251 | MTLSMATERIALISE NV SPON ADS EA REPSTG 1 ORD | 25,069 | $319.0M | 4.28% | |
| 252 | ILMNILLUMINA INC COM | 1,452 | $317.0M | 4.26% | |
| 253 | —CATAPULT GROUP INTERNATIONAL ISIN #AU000000CAT9 SEDOL #BTL0Y76 | 226,247 | $301.0M | 4.04% | |
| 254 | FIH/UFAIRFAX INDIA HOLDINGS CORPORATION COM SUB VTG SHS ISIN #CA30389 | 20,000 | $300.0M | 4.03% | |
| 255 | —AMS AG NPV (BR) ISIN #AT0000A18XM4 SEDOL #BPF0548 | 3,135 | $285.0M | 3.83% | |
| 256 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM | 7,154 | $284.0M | 3.81% | |
| 257 | NTNXNUTANIX INC CL A | 7,989 | $282.0M | 3.79% | |
| 258 | ZAYOEURZAYO GROUP HLDGS INC COM | 7,504 | $276.0M | 3.71% | |
| 259 | ZTSZOETIS INC COM USD0.01 CL A | 3,826 | $276.0M | 3.71% | |
| 260 | AMDADVANCED MICRO DEVICES INC COM | 26,111 | $268.0M | 3.60% | |
| 261 | —DELIVERY HERO AG NPV 144A ISIN #DE000A2E4K43 SEDOL #BZCNB42 | 6,760 | $268.0M | 3.60% | |
| 262 | RUNSUNRUN INC COM | 45,194 | $267.0M | 3.59% | |
| 263 | NRANRG ENERGY INC COM NEW | 8,810 | $251.0M | 3.37% | |
| 264 | BAPCREDICORP LTD COM | 1,208 | $251.0M | 3.37% | |
| 265 | DNLIDENALI THERAPEUTICS INC COM | 15,130 | $237.0M | 3.18% | |
| 266 | —C&J ENERGY SVCS INC NEW COM | 6,997 | $234.0M | 3.14% | |
| 267 | CASA1EURCASA SYS INC COM | 13,040 | $232.0M | 3.12% | |
| 268 | —MULESOFT INC CL A | 9,682 | $225.0M | 3.02% | |
| 269 | CWGLCRIMSON WINE GROUP COM USD0.01 | 20,524 | $219.0M | 2.94% | |
| 270 | BCOVUSDBRIGHTCOVE INC COM USD0.001 | 30,007 | $213.0M | 2.86% | |
| 271 | GWREGUIDEWIRE SOFTWARE INC COM USD0.0001 | 2,864 | $213.0M | 2.86% | |
| 272 | —STAMPS COM INC COM NEW | 1,127 | $212.0M | 2.85% | |
| 273 | —BELLATRIX EXPLORATION LTD COM NPV ISIN #CA0783145075 SEDOL #BF23 | 117,927 | $203.0M | 2.73% | |
| 274 | BKNGPRICELINE GROUP INC COM USD0.008 | 115 | $200.0M | 2.69% | |
| 275 | LULULULULEMON ATHLETICA INC COM | 2,170 | $171.0M | 2.30% | |
| 276 | —TELESITES SAB DE CV COM NPV SER B-1 ISIN #MX01SI080038 SEDOL #BD | 199,189 | $153.0M | 2.06% | |
| 277 | SQNSSEQUANS COMMUNICATIONS SPON ADR EA REPR 1 ORD SHS | 78,270 | $149.0M | 2.00% | |
| 278 | UBNTEURUBIQUITI NETWORKS INC COM USD0.001 | 1,582 | $112.0M | 1.50% | |
| 279 | ESPRESPERION THERAPEUTICS INC COM USD0.001 | 1,689 | $111.0M | 1.49% | |
| 280 | —ECOSYNTHETIX INC COM ISIN #CA27923D1087 SEDOL #B4XBZ35 | 63,092 | $111.0M | 1.49% | |
| 281 | SIRIEURSIRIUS XM HLDGS INC COM | 18,826 | $101.0M | 1.36% | |
| 282 | HRIHERC HLDGS INC COM | 1,507 | $94.0M | 1.26% | |
| 283 | UNHUNITEDHEALTH GROUP | 396 | $87.0M | 1.17% | |
| 284 | —NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST | 1,207 | $60.0M | 0.81% | |
| 285 | —NEOPHOTONICS CORP COM | 8,963 | $59.0M | 0.79% | |
| 286 | MEGMEG ENERGY CORP COM ISIN #CA5527041084 SEDOL #B4XF9J1 | 13,105 | $54.0M | 0.73% | |
| 287 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 218 | $43.0M | 0.58% | |
| 288 | BMABANCO MACRO S.A. ADR REP 10 CLS B SHS ARS1 | 315 | $37.0M | 0.50% | |
| 289 | —TIME INC NEW COM TENDER FROM CUSIP 887228104 | 1,736 | $32.0M | 0.43% | |
| 290 | —STEADYMED LTD ILS0.01 | 8,512 | $31.0M | 0.42% | |
| 291 | PACBPACIFIC BIOSCIENCES CALIFORNIA INC COM USD0.0001 | 8,659 | $23.0M | 0.31% | |
| 292 | —BOOHOO.COM PLC ORD GBP0.01 ISIN #JE00BG6L7297 SEDOL #BG6L729 | 8,005 | $20.0M | 0.27% | |
| 293 | DEDEERE & COMPANY | 100 | $16.0M | 0.21% | |
| 294 | VYGRVOYAGER THERAPEUTICS INC COM | 877 | $15.0M | 0.20% |
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