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 |
|---|---|---|---|---|---|
| 201 | —VIRGIN GALACTIC HOLDINGS INC | 168,292 | $2.1B | 22.18% | |
| 202 | —ALASKA COMMUNICATIONS SYS GR | 1,204,843 | $2.1B | 22.14% | |
| 203 | GRA1EURGRACE W R & CO DEL NEW | 30,267 | $2.1B | 21.94% | |
| 204 | NTDOYNINTENDO CO LTD ADR8 CNV INTO 1 ORDNPV | 41,394 | $2.1B | 21.74% | |
| 205 | —THE A2 MILK COMPANY LTD NPV ISIN NZATME0002S8 SEDOL BWSRTS7 | 200,665 | $2.0B | 20.94% | |
| 206 | BSXBOSTON SCIENTIFIC CORP | 41,618 | $1.9B | 19.54% | |
| 207 | BOOTBOOT BARN HLDGS INC | 39,870 | $1.8B | 18.42% | |
| 208 | APPNAPPIAN CORP | 44,178 | $1.7B | 17.52% | |
| 209 | PINSPINTEREST INC | 86,286 | $1.6B | 16.69% | |
| 210 | RDFNREDFIN CORP | 72,433 | $1.5B | 15.89% | |
| 211 | UBERUBER TECHNOLOGIES INC | 42,994 | $1.3B | 13.28% | |
| 212 | SITMSITIME CORPORATION | 50,127 | $1.3B | 13.27% | |
| 213 | ATVIEURACTIVISION BLIZZARD INC | 21,468 | $1.3B | 13.24% | |
| 214 | LKNCYLUCKIN COFFEE INC | 30,932 | $1.2B | 12.63% | |
| 215 | TSCOTRACTOR SUPPLY CO | 12,986 | $1.2B | 12.59% | |
| 216 | MECMAYVILLE ENGINEERING CO INC | 127,993 | $1.2B | 12.47% | |
| 217 | PIIMPINJ INC | 45,467 | $1.2B | 12.21% | |
| 218 | PDPAGERDUTY INC | 49,763 | $1.2B | 12.08% | |
| 219 | SHWSHERWIN WILLIAMS CO | 1,984 | $1.2B | 12.02% | |
| 220 | DGIIDIGI INTL INC | 65,162 | $1.2B | 11.99% | |
| 221 | —NEOPHOTONICS CORP | 128,051 | $1.1B | 11.72% | |
| 222 | —ACACIA COMMUNICATIONS INC | 15,723 | $1.1B | 11.07% | |
| 223 | —AFTERPAY TOUCH GROUP LTD ISIN AU000000APT1 SEDOL BF5L8B9 | 50,706 | $1.0B | 10.84% | |
| 224 | CALXCALIX INC | 129,728 | $1.0B | 10.77% | |
| 225 | WWAYFAIR INC | 11,345 | $1.0B | 10.64% | |
| 226 | ARGXARGENX SE | 6,198 | $995.0M | 10.33% | |
| 227 | AYXEURALTERYX INC | 9,586 | $959.0M | 9.95% | |
| 228 | IPOAGBPVIRGIN GALACTIC HOLDINGS INC | 81,207 | $938.0M | 9.74% | |
| 229 | PDFSPDF SOLUTIONS INC | 54,897 | $927.0M | 9.62% | |
| 230 | POUPARAMOUNT RESOURCES LIMITED COM NPV CLASS A ISIN CA6993202069 S | 154,860 | $900.0M | 9.34% | |
| 231 | LVGOLIVONGO HEALTH INC | 33,550 | $841.0M | 8.73% | |
| 232 | —2U INC | 33,488 | $803.0M | 8.34% | |
| 233 | AXBAXIS BANK GDR EACH REPR 1 INR10 REG S ISIN US05462W1099 SEDOL | 15,085 | $801.0M | 8.31% | |
| 234 | LITELUMENTUM HLDGS INC | 9,680 | $768.0M | 7.97% | |
| 235 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,198 | $724.0M | 7.52% | |
| 236 | GSHDGOOSEHEAD INS INC | 16,792 | $712.0M | 7.39% | |
| 237 | KRTXKARUNA THERAPEUTICS INC | 9,002 | $678.0M | 7.04% | |
| 238 | CWGLCRIMSON WINE GROUP COM USD001 | 89,338 | $661.0M | 6.86% | |
| 239 | IPHIINPHI CORP | 8,909 | $659.0M | 6.84% | |
| 240 | RHRH | 3,047 | $651.0M | 6.76% | |
| 241 | —SENESTECH INC | 1,136,787 | $625.0M | 6.49% | |
| 242 | PDDPINDUODUO INC | 15,903 | $601.0M | 6.24% | |
| 243 | —RENALYTIX AI PLC ORD GBP00025 REG S REG S ISIN GB00BYWL4Y04 | 119,637 | $577.0M | 5.99% | |
| 244 | STNGSCORPIO TANKERS INC | 13,317 | $524.0M | 5.44% | |
| 245 | HHC*HOWARD HUGHES CORP | 3,669 | $465.0M | 4.83% | |
| 246 | LOVELOVESAC COMPANY | 28,630 | $460.0M | 4.77% | |
| 247 | UAAUNDER ARMOUR INC | 20,534 | $444.0M | 4.61% | |
| 248 | SAFTSAFETY INS GROUP INC | 4,720 | $437.0M | 4.54% | |
| 249 | —GASLOG LTD | 40,625 | $398.0M | 4.13% | |
| 250 | ZGZILLOW GROUP INC | 8,392 | $384.0M | 3.99% | |
| 251 | —WILLSCOT CORP | 20,420 | $378.0M | 3.92% | |
| 252 | —EROS INTL PLC | 109,294 | $371.0M | 3.85% | |
| 253 | GLNGGOLAR LNG LTD BERMUDA | 25,662 | $365.0M | 3.79% | |
| 254 | —SCORPIO BULKERS INC | 53,529 | $341.0M | 3.54% | |
| 255 | KBHKB HOME | 8,376 | $287.0M | 2.98% | |
| 256 | SBLKSTAR BULK CARRIERS CORP | 24,226 | $286.0M | 2.97% | |
| 257 | PIRSPIERIS PHARMACEUTICALS INC | 74,376 | $269.0M | 2.79% | |
| 258 | ATEXANTERIX INC | 6,013 | $260.0M | 2.70% | |
| 259 | RUNSUNRUN INC | 18,731 | $259.0M | 2.69% | |
| 260 | —HEALTH INS INNOVATIONS INC | 12,971 | $250.0M | 2.60% | |
| 261 | SMARGBPSMARTSHEET INC | 5,553 | $249.0M | 2.58% | |
| 262 | EAELECTRONIC ARTS INC | 2,049 | $220.0M | 2.28% | |
| 263 | RCUSARCUS BIOSCIENCES INC | 21,356 | $216.0M | 2.24% | |
| 264 | BCOVUSDBRIGHTCOVE INC | 24,533 | $213.0M | 2.21% | |
| 265 | —CATAPULT GROUP INTERNATIONAL ISIN AU000000CAT9 SEDOL BTL0Y76 | 188,098 | $209.0M | 2.17% | |
| 266 | NVEEUSDNV5 GLOBAL INC | 3,899 | $197.0M | 2.04% | |
| 267 | —BARCLAYS BK PLC | 11,241 | $170.0M | 1.76% | |
| 268 | AMRSEURAMYRIS INC | 50,942 | $157.0M | 1.63% | |
| 269 | HEIHEICO CORP NEW | 1,309 | $149.0M | 1.55% | |
| 270 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,501 | $145.0M | 1.51% | |
| 271 | CXWCORECIVIC INC | 8,079 | $140.0M | 1.45% | |
| 272 | —FOUR SEAS MERCANTILE HLDGS HKD010 ISIN KYG365451049 SEDOL 634 | 270,000 | $101.0M | 1.05% | |
| 273 | AAOIAPPLIED OPTOELECTRONICS INC | 7,115 | $85.0M | 0.88% | |
| 274 | ESPRESPERION THERAPEUTICS INC NE | 1,132 | $68.0M | 0.71% | |
| 275 | ALLOALLOGENE THERAPEUTICS INC | 2,182 | $57.0M | 0.59% | |
| 276 | GHGUARDANT HEALTH INC | 676 | $53.0M | 0.55% | |
| 277 | ACELACCEL ENTMT INC | 2,400 | $30.0M | 0.31% | |
| 278 | —NOBLE MIDSTREAM PARTNERS LP | 1,001 | $27.0M | 0.28% | |
| 279 | RGLDROYAL GOLD INC | 198 | $24.0M | 0.25% | |
| 280 | DEDEERE & CO | 100 | $17.0M | 0.18% | |
| 281 | —GOLDEN MINERALS CO | 47,167 | $15.0M | 0.16% | |
| 282 | TRVCCITIGROUP INC | 35 | $3.0M | 0.03% | |
| 283 | BACBANK AMER CORP | 50 | $2.0M | 0.02% | |
| 284 | CHWYCHEWY INC | 20 | $1.0M | 0.01% | |
| 285 | —APTOSE BIOSCIENCES INC | 125 | $1.0M | 0.01% | |
| 286 | KRYSKRYSTAL BIOTECH INC | 22 | $1.0M | 0.01% | |
| 287 | CMGCHIPOTLE MEXICAN GRILL INC | 1 | $1.0M | 0.01% | |
| 288 | —SINTX TECHNOLOGIES INC | 72 | $0 | 0.00% | |
| 289 | —DOWNEY FINL CORP | 200 | $0 | 0.00% | |
| 290 | CVETUSDCOVETRUS INC | 8 | $0 | 0.00% | |
| 291 | —FRIENDLY ENERGY EXPLORATION COM NPV | 690 | $0 | 0.00% | |
| 292 | —COLLATERAL DELV TO BANK OF AMERICA NA SECURITIES ON LOAN NOT COV | 1,265,601 | $0 | 0.00% | |
| 293 | —SUNTIMES MEDIA GROUP INC CLASS A COM USD001 NO STOCKHOLDER EQU | 650 | $0 | 0.00% | |
| 294 | —TALON THERAPEUTICS CVR NEW | 125 | $0 | 0.00% | |
| 295 | —INTERBREW PLC GDREACH REPR 1 A SH REG S USD ISIN US86677C302 | 200 | $0 | 0.00% | |
| 296 | —EQUATOR EXPLORATION COM STK NPV | 215,000 | $0 | 0.00% | |
| 297 | —PENN TREATY AMERN CORP COM NEW | 125 | $0 | 0.00% | |
| 298 | —PREVAIL THERAPEUTICS INC | 5 | $0 | 0.00% | |
| 299 | —HEARUSA INC NEW | 375 | $0 | 0.00% | |
| 300 | 2L9BLUEPRINT MEDICINES CORP | 4 | $0 | 0.00% |
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