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 |
|---|---|---|---|---|---|
| 101 | AMTAMERICAN TOWER CORP NEW | 81,315 | $18.7B | 193.98% | |
| 102 | —RIGHTMOVE ORD GBP0001 ISIN GB00BGDT3G23 SEDOL BGDT3G2 | 2,207,677 | $18.5B | 192.34% | |
| 103 | —WUXI BIOLOGICS CAYMAN INC USD0000025 144A REG S ISIN KYG9700 | 1,449,371 | $18.4B | 190.47% | |
| 104 | —ARCO PLATFORM LTD | 400,463 | $17.7B | 183.73% | |
| 105 | SFIXSTITCH FIX INC | 687,628 | $17.6B | 183.16% | |
| 106 | NMI1EURKIRKLAND LAKE GOLD LTD | 399,092 | $17.6B | 182.57% | |
| 107 | BATRKUSDLIBERTY MEDIA CORP DELAWARE | 592,876 | $17.5B | 181.80% | |
| 108 | MPWRMONOLITHIC PWR SYS INC | 97,019 | $17.3B | 179.27% | |
| 109 | TRUPTRUPANION INC | 460,762 | $17.3B | 179.16% | |
| 110 | MQ8MAG SILVER CORP | 1,442,963 | $17.1B | 177.34% | |
| 111 | ALGTALLEGIANT TRAVEL CO | 90,211 | $15.7B | 162.97% | |
| 112 | BYNDBEYOND MEAT INC | 202,440 | $15.3B | 158.86% | |
| 113 | DISDISNEY WALT CO | 104,982 | $15.2B | 157.61% | |
| 114 | BACVERIZON COMMUNICATIONS INC | 243,216 | $14.9B | 155.01% | |
| 115 | —GTT COMMUNICATIONS INC | 1,303,414 | $14.8B | 153.56% | |
| 116 | SNAPSNAP INC | 902,229 | $14.7B | 152.93% | |
| 117 | PLANUSDANAPLAN INC | 278,174 | $14.6B | 151.30% | |
| 118 | SENS1GBPSENSEONICS HLDGS INC | 15,780,806 | $14.5B | 150.04% | |
| 119 | VLRSCONTROLADORA VUELA CIA DE AV | 1,296,543 | $13.5B | 140.24% | |
| 120 | VEEVVEEVA SYS INC | 95,604 | $13.4B | 139.59% | |
| 121 | —MOLECULAR TEMPLATES INC | 956,422 | $13.4B | 138.84% | |
| 122 | —FORTESCUE METALS GROUP LTD NPV ISIN AU000000FMG4 SEDOL 6086253 | 1,776,078 | $13.3B | 138.53% | |
| 123 | —ADESTO TECHNOLOGIES CORP | 1,516,387 | $12.9B | 133.79% | |
| 124 | LULULULULEMON ATHLETICA INC | 54,363 | $12.6B | 130.73% | |
| 125 | —CARGOJET INC COMMON AND VARIABLE VOTING SHARES ISIN CA14179V503 | 156,004 | $12.4B | 129.03% | |
| 126 | GDXVANECK VECTORS ETF TRUST | 415,285 | $12.2B | 126.22% | |
| 127 | FERGFERGUSON PLC ORD GBP010 ISIN JE00BJVNSS43 SEDOL BJVNSS4 | 132,601 | $12.0B | 124.90% | |
| 128 | ATZARITZIA INC SUB VTG SHS ISIN CA04045U1021 SEDOL BDCG2C2 | 807,610 | $11.9B | 123.15% | |
| 129 | —AUDENTES THERAPEUTICS INC | 197,272 | $11.8B | 122.54% | |
| 130 | FSLYFASTLY INC | 561,104 | $11.3B | 116.89% | |
| 131 | CVA1EURCOVANTA HLDG CORP | 744,007 | $11.0B | 114.61% | |
| 132 | SIVBEURSVB FINL GROUP | 43,032 | $10.8B | 112.14% | |
| 133 | —FORESCOUT TECHNOLOGIES INC | 326,031 | $10.7B | 111.00% | |
| 134 | —TIBERIUS ACQUISITION CORP | 943,482 | $9.9B | 102.34% | |
| 135 | SONOSONOS INC | 618,868 | $9.7B | 100.34% | |
| 136 | NKENIKE INC | 92,873 | $9.4B | 97.67% | |
| 137 | GPRKGEOPARK LTD | 422,984 | $9.3B | 97.03% | |
| 138 | THOTHOR INDS INC | 125,097 | $9.3B | 96.46% | |
| 139 | AFYAAFYA LTD | 340,909 | $9.2B | 95.96% | |
| 140 | —FLEXION THERAPEUTICS INC | 429,101 | $8.9B | 92.20% | |
| 141 | MGYMAGNOLIA OIL & GAS CORP | 704,963 | $8.9B | 92.05% | |
| 142 | T7DTRANSDIGM GROUP INC | 15,584 | $8.7B | 90.59% | |
| 143 | AAPLAPPLE INC | 27,759 | $8.2B | 84.62% | |
| 144 | —NEW PACIFIC METALS CORP COM NPV ISIN CA6478241012 SEDOL BF4CP8 | 1,777,004 | $8.1B | 84.07% | |
| 145 | TWLOTWILIO INC | 81,233 | $8.0B | 82.87% | |
| 146 | FNVFRANCO NEVADA CORP | 76,486 | $7.9B | 82.01% | |
| 147 | —REECE LIMITED NPV ISIN AU000000REH4 SEDOL 6728801 | 953,972 | $7.7B | 79.77% | |
| 148 | 9990302DAPACHE CORP | 293,619 | $7.5B | 78.00% | |
| 149 | ESTCELASTIC N V | 114,383 | $7.4B | 76.35% | |
| 150 | SPLKCHFSPLUNK INC | 47,873 | $7.2B | 74.43% | |
| 151 | GOLGBPGOL LINHAS AEREAS INTLG S A | 384,374 | $6.9B | 72.10% | |
| 152 | KRUSKURA SUSHI USA INC | 263,530 | $6.7B | 69.62% | |
| 153 | SEISOLARIS OILFIELD INFRSTR INC | 477,278 | $6.7B | 69.36% | |
| 154 | ALSALTIUS MINERALS CORP COM ISIN CA0209361009 SEDOL 2122355 | 705,369 | $6.5B | 67.53% | |
| 155 | IBNICICI BK LTD | 412,898 | $6.2B | 64.68% | |
| 156 | ZZILLOW GROUP INC | 133,585 | $6.1B | 63.70% | |
| 157 | WRBBERKLEY W R CORP | 88,627 | $6.1B | 63.57% | |
| 158 | —ALTUS MIDSTREAM CO | 2,127,206 | $6.1B | 63.15% | |
| 159 | MTZMASTEC INC | 91,391 | $5.9B | 60.87% | |
| 160 | HEIHEICO CORP NEW | 64,199 | $5.7B | 59.66% | |
| 161 | PFPTPROOFPOINT INC | 48,556 | $5.6B | 57.85% | |
| 162 | FNDFLOOR & DECOR HLDGS INC | 106,715 | $5.4B | 56.28% | |
| 163 | GTLSCHART INDS INC | 79,676 | $5.4B | 55.81% | |
| 164 | SILKSILK ROAD MEDICAL INC | 132,680 | $5.4B | 55.62% | |
| 165 | —QUOTIENT LTD | 558,851 | $5.3B | 55.17% | |
| 166 | TCMDTACTILE SYS TECHNOLOGY INC | 78,641 | $5.3B | 55.11% | |
| 167 | —AUTO TRADER GROUP PLC ORD GBP001 ISIN GB00BVYVFW23 SEDOL BVYV | 671,071 | $5.3B | 54.87% | |
| 168 | CRWDCROWDSTRIKE HLDGS INC | 104,574 | $5.2B | 54.13% | |
| 169 | VMCVULCAN MATLS CO | 36,208 | $5.2B | 54.12% | |
| 170 | HQYHEALTHEQUITY INC | 66,908 | $5.0B | 51.44% | |
| 171 | PLMRPALOMAR HLDGS INC | 97,927 | $4.9B | 51.32% | |
| 172 | TWSTTWIST BIOSCIENCE CORP | 223,676 | $4.7B | 48.76% | |
| 173 | —R1 RCM INC | 360,901 | $4.7B | 48.62% | |
| 174 | SMLRSEMLER SCIENTIFIC INC COM USD0001 | 94,145 | $4.5B | 46.91% | |
| 175 | BATRAUSDLIBERTY MEDIA CORP DELAWARE | 151,605 | $4.5B | 46.66% | |
| 176 | PANWPALO ALTO NETWORKS INC | 19,387 | $4.5B | 46.53% | |
| 177 | FWONALIBERTY MEDIA CORP DELAWARE | 93,899 | $4.3B | 44.80% | |
| 178 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 51,755 | $4.1B | 42.70% | |
| 179 | MSGSMADISON SQUARE GARDEN CO NEW | 12,809 | $3.8B | 39.11% | |
| 180 | DDOGDATADOG INC | 98,389 | $3.7B | 38.58% | |
| 181 | —MISONIX INC | 185,883 | $3.5B | 35.90% | |
| 182 | PAGPENSKE AUTOMOTIVE GRP INC | 68,547 | $3.4B | 35.73% | |
| 183 | SIXEURSIX FLAGS ENTMT CORP NEW | 76,310 | $3.4B | 35.73% | |
| 184 | PODDINSULET CORP | 19,311 | $3.3B | 34.32% | |
| 185 | TASTUSDCARROLS RESTAURANT GROUP INC | 456,749 | $3.2B | 33.42% | |
| 186 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 165,411 | $3.0B | 30.92% | |
| 187 | —CELLNEX TELECOM SAU EUR025 144A REG S ISIN ES0105066007 SEDOL | 68,442 | $2.9B | 30.60% | |
| 188 | DOCUDOCUSIGN INC | 36,554 | $2.7B | 28.12% | |
| 189 | —FLEX LNG LTD BM USD010 ISIN BMG359472021 SEDOL BJJMGB2 | 259,415 | $2.7B | 27.88% | |
| 190 | TWTRUSDTWITTER INC | 80,139 | $2.6B | 26.66% | |
| 191 | FANGDIAMONDBACK ENERGY INC | 27,526 | $2.6B | 26.53% | |
| 192 | —ENTERCOM COMMUNICATIONS CORP | 549,231 | $2.5B | 26.45% | |
| 193 | YETIYETI HLDGS INC | 70,529 | $2.5B | 25.46% | |
| 194 | JPMJPMORGAN CHASE & CO | 17,053 | $2.4B | 24.67% | |
| 195 | WPMWHEATON PRECIOUS METALS CORP | 79,639 | $2.4B | 24.59% | |
| 196 | COLDAMERICOLD RLTY TR | 67,104 | $2.4B | 24.42% | |
| 197 | LHCGUSDLHC GROUP INC | 17,004 | $2.3B | 24.31% | |
| 198 | —CARL ZEISS MEDITEC AG NPV ISIN DE0005313704 SEDOL 5922961 | 17,374 | $2.2B | 23.01% | |
| 199 | PLDPROLOGIS INC | 24,242 | $2.2B | 22.43% | |
| 200 | PENPENUMBRA INC | 13,056 | $2.1B | 22.27% |