GILDER GAGNON HOWE & CO LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$9.6B
Holdings
300
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (300 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 1,301,994 | $421.3B | 4372.99% | |
| 2 | ROKUROKU INC | 3,063,225 | $410.2B | 4257.56% | |
| 3 | AMZNAMAZON COM INC | 198,457 | $366.7B | 3806.55% | |
| 4 | TSLATESLA INC | 556,114 | $232.6B | 2414.81% | |
| 5 | OKTAOKTA INC | 1,837,876 | $212.0B | 2200.95% | |
| 6 | —OCADO GROUP PLC ORD GBP002 ISIN GB00B3MBS747 SEDOL B3MBS74 | 11,982,585 | $203.0B | 2107.45% | |
| 7 | RNGRINGCENTRAL INC | 1,149,408 | $193.9B | 2012.40% | |
| 8 | SHOPSHOPIFY INC | 476,627 | $189.5B | 1967.00% | |
| 9 | EXASEXACT SCIENCES CORP | 1,750,209 | $161.9B | 1680.11% | |
| 10 | CHGGCHEGG INC | 4,192,099 | $158.9B | 1649.62% | |
| 11 | AZULQAZUL S A | 3,427,488 | $146.7B | 1522.72% | |
| 12 | FRPTFRESHPET INC | 2,413,426 | $142.6B | 1480.29% | |
| 13 | DC4DEXCOM INC | 646,063 | $141.3B | 1466.91% | |
| 14 | GLPGGALAPAGOS NV NPV ISIN BE0003818359 SEDOL B07Q2V5 | 673,508 | $141.0B | 1463.55% | |
| 15 | MDBMONGODB INC | 1,056,045 | $139.0B | 1442.69% | |
| 16 | SHAKSHAKE SHACK INC | 2,255,820 | $134.4B | 1394.87% | |
| 17 | MLMMARTIN MARIETTA MATLS INC | 457,552 | $128.0B | 1328.13% | |
| 18 | SRPTSAREPTA THERAPEUTICS INC | 943,811 | $121.8B | 1264.18% | |
| 19 | ADSKAUTODESK INC | 629,009 | $115.4B | 1197.84% | |
| 20 | ISRGINTUITIVE SURGICAL INC | 193,379 | $114.3B | 1186.61% | |
| 21 | HUBSHUBSPOT INC | 713,507 | $113.1B | 1173.89% | |
| 22 | EPAMEPAM SYS INC | 512,165 | $108.7B | 1127.91% | |
| 23 | ALNYALNYLAM PHARMACEUTICALS INC | 936,479 | $107.9B | 1119.53% | |
| 24 | VCYTVERACYTE INC | 3,771,959 | $105.3B | 1093.16% | |
| 25 | NYTNEW YORK TIMES CO | 3,132,317 | $100.8B | 1045.97% | |
| 26 | TDOCTELADOC HEALTH INC | 1,180,826 | $98.9B | 1026.17% | |
| 27 | TMUST MOBILE US INC | 1,256,187 | $98.5B | 1022.54% | |
| 28 | QTWOQ2 HLDGS INC | 1,204,495 | $97.7B | 1013.72% | |
| 29 | LPSNUSDLIVEPERSON INC | 2,631,610 | $97.4B | 1010.71% | |
| 30 | ENPHENPHASE ENERGY INC | 3,717,133 | $97.1B | 1008.21% | |
| 31 | LGIHLGI HOMES INC | 1,344,571 | $95.0B | 986.05% | |
| 32 | MSFTMICROSOFT CORP | 602,322 | $95.0B | 985.96% | |
| 33 | CVNACARVANA CO | 1,002,108 | $92.2B | 957.50% | |
| 34 | PTONPELOTON INTERACTIVE INC | 3,192,417 | $90.7B | 941.11% | |
| 35 | MLB1MERCADOLIBRE INC | 157,520 | $90.1B | 935.16% | |
| 36 | SWAVUSDSHOCKWAVE MED INC | 2,044,597 | $89.8B | 932.12% | |
| 37 | CRMSALESFORCE COM INC | 543,206 | $88.3B | 917.05% | |
| 38 | GSGOLDMAN SACHS GROUP INC | 377,517 | $86.8B | 901.01% | |
| 39 | FIVEFIVE BELOW INC | 671,982 | $85.9B | 891.86% | |
| 40 | MTCHEURMATCH GROUP INC | 1,034,752 | $85.0B | 881.92% | |
| 41 | ANETEURARISTA NETWORKS INC | 410,895 | $83.6B | 867.53% | |
| 42 | —ADYEN NV 144A | 100,980 | $82.9B | 860.08% | |
| 43 | QTRXQUANTERIX CORP | 3,342,955 | $79.0B | 819.96% | |
| 44 | POOLPOOL CORPORATION | 371,885 | $79.0B | 819.83% | |
| 45 | GLOBGLOBANT S A | 739,846 | $78.5B | 814.43% | |
| 46 | BABAALIBABA GROUP HLDG LTD | 366,847 | $77.8B | 807.65% | |
| 47 | NVTA1EURINVITAE CORP | 4,821,977 | $77.8B | 807.34% | |
| 48 | GKOSGLAUKOS CORP | 1,420,280 | $77.4B | 803.03% | |
| 49 | METAFACEBOOK INC | 375,030 | $77.0B | 799.01% | |
| 50 | TNDMTANDEM DIABETES CARE INC | 1,231,566 | $73.4B | 762.04% | |
| 51 | XYZSQUARE INC | 1,127,596 | $70.5B | 732.23% | |
| 52 | ETSYETSY INC | 1,559,756 | $69.1B | 717.23% | |
| 53 | SIL1EURSILVERCREST METALS INC | 10,037,285 | $67.7B | 702.22% | |
| 54 | ZMZOOM VIDEO COMMUNICATIONS IN | 993,172 | $67.6B | 701.43% | |
| 55 | GOOGALPHABET INC | 49,685 | $66.4B | 689.55% | |
| 56 | —TENCENT HOLDINGS LIMITED HKD000002 ISIN KYG875721634 SEDOL BM | 1,372,454 | $66.2B | 686.74% | |
| 57 | —MAGENTA THERAPEUTICS INC | 4,103,425 | $62.2B | 645.72% | |
| 58 | WWEUSDWORLD WRESTLING ENTMT INC | 936,166 | $60.7B | 630.37% | |
| 59 | GOOGLALPHABET INC | 44,132 | $59.1B | 613.57% | |
| 60 | TALTAL EDUCATION GROUP | 1,220,617 | $58.8B | 610.70% | |
| 61 | —OPTION CARE HEALTH INC | 15,513,046 | $57.9B | 600.63% | |
| 62 | SSTISHOTSPOTTER INC | 2,122,718 | $54.1B | 561.86% | |
| 63 | ADBEADOBE INC | 162,901 | $53.7B | 557.68% | |
| 64 | APPFAPPFOLIO INC | 483,271 | $53.1B | 551.56% | |
| 65 | HDBHDFC BANK LTD | 827,029 | $52.4B | 544.01% | |
| 66 | STOKSTOKE THERAPEUTICS INC | 1,826,890 | $51.7B | 537.05% | |
| 67 | LYFTLYFT INC | 1,198,205 | $51.5B | 535.06% | |
| 68 | STNESTONECO LTD | 1,265,407 | $50.5B | 523.96% | |
| 69 | RGENREPLIGEN CORP | 532,930 | $49.3B | 511.70% | |
| 70 | ZLABZAI LAB LTD | 1,181,186 | $49.1B | 509.93% | |
| 71 | NETCLOUDFLARE INC | 2,842,938 | $48.5B | 503.44% | |
| 72 | SSNCSS&C TECHNOLOGIES HLDGS INC | 745,495 | $45.8B | 475.13% | |
| 73 | —BLUEBIRD BIO INC | 510,113 | $44.8B | 464.63% | |
| 74 | CDXSCODEXIS INC | 2,789,143 | $44.6B | 462.93% | |
| 75 | AJRDEURAEROJET ROCKETDYNE HLDGS INC | 966,002 | $44.1B | 457.85% | |
| 76 | WORKSLACK TECHNOLOGIES INC | 1,931,097 | $43.4B | 450.61% | |
| 77 | NVDANVIDIA CORP | 180,739 | $42.5B | 441.44% | |
| 78 | —SAFARICOM PLC KES005 ISIN KE1000001402 SEDOL B2QN3J6 | 126,568,849 | $39.3B | 408.33% | |
| 79 | —LONZA GROUP AGREG ISIN CH0013841017 SEDOL 7333378 | 106,777 | $39.3B | 408.05% | |
| 80 | NTRANATERA INC | 1,156,246 | $39.0B | 404.35% | |
| 81 | INSPINSPIRE MED SYS INC | 509,184 | $37.8B | 392.23% | |
| 82 | ILMNILLUMINA INC | 113,575 | $37.7B | 391.09% | |
| 83 | —AUDENTES THERAPEUTICS INC COM TENDER FROM CUSIP 05070R104 | 623,376 | $37.3B | 387.21% | |
| 84 | KRNTKORNIT DIGITAL LTD | 1,031,464 | $35.3B | 366.49% | |
| 85 | ALLKGUSDALLAKOS INC | 353,743 | $33.7B | 350.15% | |
| 86 | WDAYWORKDAY INC | 176,799 | $29.1B | 301.80% | |
| 87 | NOWSERVICENOW INC | 100,600 | $28.4B | 294.80% | |
| 88 | MAMASTERCARD INC | 91,908 | $27.4B | 284.86% | |
| 89 | SITESITEONE LANDSCAPE SUPPLY INC | 296,739 | $26.9B | 279.21% | |
| 90 | ABMDEURABIOMED INC | 149,174 | $25.4B | 264.15% | |
| 91 | COUPEURCOUPA SOFTWARE INC | 170,888 | $25.0B | 259.42% | |
| 92 | IRTCIRHYTHM TECHNOLOGIES INC | 362,818 | $24.7B | 256.43% | |
| 93 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 785,198 | $23.5B | 243.86% | |
| 94 | SIBNSI BONE INC | 1,089,382 | $23.4B | 243.12% | |
| 95 | PYPLPAYPAL HLDGS INC | 215,153 | $23.3B | 241.58% | |
| 96 | XPXP INC | 599,931 | $23.1B | 239.87% | |
| 97 | TEAMATLASSIAN CORP PLC | 186,553 | $22.4B | 233.03% | |
| 98 | AXGNAXOGEN INC | 1,189,193 | $21.3B | 220.84% | |
| 99 | —EIDOS THERAPEUTICS INC | 368,664 | $21.2B | 219.62% | |
| 100 | EHTHEHEALTH INC | 212,071 | $20.4B | 211.50% |
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