GILDER GAGNON HOWE & CO LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$7.1B
Holdings
267
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (267 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LOVELOVESAC COMPANY COM | 598,298 | $13.7B | 194.30% | |
| 102 | AQAQUANTIA CORP COM | 1,563,192 | $13.7B | 194.08% | |
| 103 | AMTAMERICAN TOWER CORP COM USD0.01 | 82,868 | $13.1B | 185.58% | |
| 104 | VEEVVEEVA SYS INC CL A COM | 143,713 | $12.8B | 181.72% | |
| 105 | CDXSCODEXIS INC COM USD0.0001 | 758,955 | $12.7B | 179.44% | |
| 106 | GLNGGOLAR LNG LIMITED COM STK USD1.00 | 581,141 | $12.6B | 179.03% | |
| 107 | SPNEUSDSEASPINE HLDGS CORP COM | 665,705 | $12.1B | 171.89% | |
| 108 | MPWRMONOLITHIC PWR SYS INC COM | 103,475 | $12.0B | 170.29% | |
| 109 | ZUOUSDZUORA INC COM CL A | 662,662 | $12.0B | 170.18% | |
| 110 | SFIXSTITCH FIX INC COM CL A | 634,589 | $10.8B | 153.53% | |
| 111 | FEYECHFFIREEYE INC COM USD0.0001 | 663,536 | $10.8B | 152.27% | |
| 112 | PIIMPINJ INC COM | 706,692 | $10.3B | 145.56% | |
| 113 | TCMDTACTILE SYS TECHNOLOGY INC COM | 219,487 | $10.0B | 141.54% | |
| 114 | ALGTALLEGIANT TRAVEL COMPANY COM USD0.001 | 96,733 | $9.7B | 137.25% | |
| 115 | AXGNAXOGEN INC COM | 453,367 | $9.3B | 131.12% | |
| 116 | NVEEUSDNV5 GLOBAL INC COM | 148,935 | $9.0B | 127.67% | |
| 117 | NEWREURNEW RELIC INC COM | 106,127 | $8.6B | 121.65% | |
| 118 | ESTCELASTIC N V COM EUR0.01 | 120,023 | $8.6B | 121.45% | |
| 119 | IRBTQIROBOT CORP COM | 100,878 | $8.4B | 119.60% | |
| 120 | ZEN1EURZENDESK INC COM USD0.01 | 144,454 | $8.4B | 119.37% | |
| 121 | —ARCO PLATFORM LTD COM USD0.00005 CL A | 374,589 | $8.3B | 117.30% | |
| 122 | SEISOLARIS OILFIELD INFRSTR INC COM CL A | 681,082 | $8.2B | 116.57% | |
| 123 | GPROGOPRO INC. COM USD0.0001 CLASS A | 1,881,076 | $8.0B | 112.92% | |
| 124 | IRTCIRHYTHM TECHNOLOGIES INC COM | 114,603 | $8.0B | 112.73% | |
| 125 | —ENTERCOM COMMUNICATIONS CORP CL A | 1,380,755 | $7.9B | 111.61% | |
| 126 | JPMJPMORGAN CHASE &CO. COM USD1.00 | 77,004 | $7.5B | 106.42% | |
| 127 | SIBNSI BONE INC COM | 356,165 | $7.4B | 105.33% | |
| 128 | —MESA AIR GROUP INC COM NEW | 958,818 | $7.4B | 104.65% | |
| 129 | DGIIDIGI INTL INC COM | 712,698 | $7.2B | 101.80% | |
| 130 | MGYMAGNOLIA OIL &GAS CORP CL A | 636,962 | $7.1B | 101.08% | |
| 131 | MSGSMADISON SQUARE GARDEN CO NEW CL A | 26,155 | $7.0B | 99.13% | |
| 132 | —ADESTO TECHNOLOGIES CORP COM | 1,590,140 | $7.0B | 99.06% | |
| 133 | SBLKSTAR BULK CARRIERS CORP COM USD0.01(POST REV SPLIT) | 760,041 | $6.9B | 98.35% | |
| 134 | LASRNLIGHT INC COM | 388,468 | $6.9B | 97.78% | |
| 135 | —FLEX LNG LTD (BM) USD0.01 ISIN #BMG359471031 SEDOL #BYSYR99 | 5,059,709 | $6.8B | 95.98% | |
| 136 | —TMAC RESOURCES INC COM NPV ISIN #CA8725771015 SEDOL #BYT0622 | 1,330,993 | $6.7B | 94.64% | |
| 137 | HOMEAT HOME GROUP INC COM | 352,608 | $6.6B | 93.15% | |
| 138 | CVA1EURCOVANTA HLDG CORP COM | 477,592 | $6.4B | 90.73% | |
| 139 | SIXEURSIX FLAGS ENTMT CORP NEW COM | 112,917 | $6.3B | 88.93% | |
| 140 | INSPINSPIRE MED SYS INC COM | 144,714 | $6.1B | 86.56% | |
| 141 | MQ8MAG SILVER CORP COM NPV ISIN #CA55903Q1046 SEDOL #2581332 | 809,820 | $5.9B | 83.70% | |
| 142 | DALDELTA AIR LINES INC DEL COM NEW | 118,378 | $5.9B | 83.62% | |
| 143 | T7DTRANSDIGM GROUP INC COM | 17,015 | $5.8B | 81.91% | |
| 144 | SIVBEURSVB FINL GROUP | 30,372 | $5.8B | 81.66% | |
| 145 | FNVFRANCO NEVADA CORP COM ISIN #CA3518581051 SEDOL #B29NF31 | 81,940 | $5.8B | 81.40% | |
| 146 | —METRO BANK PLC ORD GBP0.000001 ISIN #GB00BZ6STL67 SEDOL #BZ6STL6 | 262,867 | $5.7B | 80.24% | |
| 147 | —PIVOTAL SOFTWARE INC COM CL A | 342,788 | $5.6B | 79.35% | |
| 148 | 9990302DAPACHE CORP COM USD0.0001 CL A | 210,951 | $5.5B | 78.39% | |
| 149 | —AUTO TRADER GROUP PLC ORD GBP0.01 144A REG S ISIN #GB00BVYVFW23 | 923,414 | $5.3B | 75.73% | |
| 150 | SPLKCHFSPLUNK INC COM USD0.001 | 50,754 | $5.3B | 75.34% | |
| 151 | BATRAUSDLIBERTY MEDIA CORP DELAWARE COM A BRAVES GRP | 204,760 | $5.1B | 72.30% | |
| 152 | BKIEURBLACK KNIGHT INC COM | 109,952 | $5.0B | 70.13% | |
| 153 | FWONALIBERTY MEDIA CORP DELAWARE COM SER C FRMLA | 157,768 | $4.8B | 68.56% | |
| 154 | VMCVULCAN MATERIALS CO | 46,744 | $4.6B | 65.38% | |
| 155 | HQYHEALTHEQUITY INC COM | 76,716 | $4.6B | 64.78% | |
| 156 | TNDMTANDEM DIABETES CARE INC COM NEW | 118,266 | $4.5B | 63.58% | |
| 157 | WRBBERKLEY W R CORP COM | 60,491 | $4.5B | 63.30% | |
| 158 | —R1 RCM INC COM | 558,089 | $4.4B | 62.81% | |
| 159 | SOYSUNOPTA INC COM ISIN #CA8676EP1086 SEDOL #2817510 | 1,140,779 | $4.4B | 62.50% | |
| 160 | APPNAPPIAN CORP CL A | 163,494 | $4.4B | 61.82% | |
| 161 | KSUEURKANSAS CITY SOUTHERN COM | 45,369 | $4.3B | 61.30% | |
| 162 | PFPTPROOFPOINT INC COM USD0.0001 | 51,458 | $4.3B | 61.06% | |
| 163 | IBNICICI BANK LIMITED SPON ADR EACH REPR 2 ORD SHS | 415,666 | $4.3B | 60.55% | |
| 164 | TASTUSDCARROLS RESTAURANT GROUP INC COM | 425,521 | $4.2B | 59.27% | |
| 165 | CDNACAREDX INC COM | 161,887 | $4.1B | 57.62% | |
| 166 | —GASLOG LTD COM USD0.01 | 246,087 | $4.1B | 57.35% | |
| 167 | —MOLECULAR TEMPLATES INC COM | 991,700 | $4.0B | 56.71% | |
| 168 | LULULULULEMON ATHLETICA INC COM USD0.005 | 32,562 | $4.0B | 56.06% | |
| 169 | PENPENUMBRA INC COM | 31,931 | $3.9B | 55.24% | |
| 170 | —ULTIMATE SOFTWARE GROUP INC | 15,324 | $3.8B | 53.12% | |
| 171 | AJRDEURAEROJET ROCKETDYNE HLDGS INC COM | 101,487 | $3.6B | 50.61% | |
| 172 | —PLURALSIGHT INC COM CL A | 148,994 | $3.5B | 49.68% | |
| 173 | VRAYQVIEWRAY INC COM | 570,525 | $3.5B | 49.03% | |
| 174 | —AUDENTES THERAPEUTICS INC COM | 159,832 | $3.4B | 48.25% | |
| 175 | —MISONIX INC | 208,426 | $3.3B | 47.24% | |
| 176 | —GRUBHUB INC COM USD0.0001 | 43,014 | $3.3B | 46.77% | |
| 177 | NMI1EURKIRKLAND LAKE GOLD COM NPV ISIN #CA49741E1007 SEDOL #BD4G349 | 125,776 | $3.3B | 46.45% | |
| 178 | AMRSEURAMYRIS INC COM NEW | 981,979 | $3.3B | 46.43% | |
| 179 | ZZILLOW GROUP INC CL C CAP STK | 103,092 | $3.3B | 46.09% | |
| 180 | SMLRSEMLER SCIENTIFIC INC COM USD0.001 | 92,546 | $3.2B | 45.08% | |
| 181 | CNCCENTENE CORP DEL | 27,429 | $3.2B | 44.78% | |
| 182 | AAPLAPPLE INC COM USD0.00001 | 19,332 | $3.0B | 43.16% | |
| 183 | PAGPENSKE AUTOMOTIVE GROUP INC | 72,608 | $2.9B | 41.45% | |
| 184 | —ALASKA COMM SYS GRP INC | 1,994,587 | $2.9B | 40.66% | |
| 185 | MMYTMAKEMYTRIP LTD USD0.0005 | 101,380 | $2.5B | 34.93% | |
| 186 | GGALGRUPO FINANCIERO GALICIA SA SPON ADR EACH REP 10 CL B SHS | 88,710 | $2.4B | 34.63% | |
| 187 | PLNTPLANET FITNESS INC CL A | 39,192 | $2.1B | 29.74% | |
| 188 | GPRKGEOPARK LIMITED COM USD0.001 | 147,687 | $2.0B | 28.89% | |
| 189 | —USA TECHNOLOGIES INC COM NO PAR | 518,558 | $2.0B | 28.55% | |
| 190 | VRCAVERRICA PHARMACEUTICALS INC COM | 233,443 | $1.9B | 26.94% | |
| 191 | —SOCIAL CAP HEDOSOPHIA HLDGS CORP UNIT 1 CL A & 1/3 WT EXP ISIN # | 179,198 | $1.8B | 25.95% | |
| 192 | PODDINSULET CORP COM | 22,914 | $1.8B | 25.74% | |
| 193 | DOCUDOCUSIGN INC COM | 45,141 | $1.8B | 25.61% | |
| 194 | ALDXALDEYRA THERAPEUTICS USD0.001 | 217,147 | $1.8B | 25.51% | |
| 195 | ALLKGUSDALLAKOS INC COM | 34,324 | $1.8B | 25.40% | |
| 196 | —ASV HLDGS INC COM | 834,608 | $1.7B | 23.63% | |
| 197 | WPMWHEATON PRECIOUS METALS CORP COM NPV ISIN #CA9628791027 SEDOL #B | 82,958 | $1.6B | 22.93% | |
| 198 | —BLUEBIRD BIO INC COM | 15,443 | $1.5B | 21.69% | |
| 199 | ROADCONSTRUCTION PARTNERS INC COM CL A | 172,335 | $1.5B | 21.55% | |
| 200 | BSXBOSTON SCIENTIFIC CORP | 42,566 | $1.5B | 21.29% |