GILDER GAGNON HOWE & CO LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$20.1B
Holdings
346
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (346 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | CRLCHARLES RIV LABS INTL INC | 25,303 | $6.3B | 31.38% | |
| 202 | AFYAAFYA LTD | 245,101 | $6.2B | 30.78% | |
| 203 | HEIHEICO CORP NEW | 50,521 | $5.9B | 29.36% | |
| 204 | FSLYFASTLY INC | 67,671 | $5.9B | 29.35% | |
| 205 | PDPAGERDUTY INC | 141,262 | $5.9B | 29.24% | |
| 206 | NYXHNYXOAH SA NPV ISIN BE0974358906 SEDOL BN782G7 | 296,342 | $5.7B | 28.44% | |
| 207 | BATRKUSDLIBERTY MEDIA CORP DEL | 221,016 | $5.5B | 27.30% | |
| 208 | WRBBERKLEY W R CORP | 81,738 | $5.4B | 26.95% | |
| 209 | SONOSONOS INC | 231,414 | $5.4B | 26.87% | |
| 210 | —NESCO HLDGS INC | 716,538 | $5.3B | 26.21% | |
| 211 | SMLRSEMLER SCIENTIFIC INC COM USD0001 | 55,290 | $5.2B | 25.80% | |
| 212 | RPRXROYALTY PHARMA PLC | 101,141 | $5.1B | 25.13% | |
| 213 | GPRKGEOPARK LTD | 374,212 | $4.9B | 24.13% | |
| 214 | IDXXIDEXX LABS INC | 9,605 | $4.8B | 23.83% | |
| 215 | THOTHOR INDS INC | 49,581 | $4.6B | 22.89% | |
| 216 | PODDINSULET CORP | 18,036 | $4.6B | 22.89% | |
| 217 | TWTRUSDTWITTER INC | 84,388 | $4.6B | 22.68% | |
| 218 | AGIALAMOS GOLD INC NEW | 521,593 | $4.6B | 22.65% | |
| 219 | QRVOQORVO INC | 27,388 | $4.6B | 22.61% | |
| 220 | LINDLINDBLAD EXPEDITIONS HLDGS I | 256,332 | $4.4B | 21.78% | |
| 221 | REEVEREST RE GROUP LTD | 18,671 | $4.4B | 21.70% | |
| 222 | IBNICICI BANK LIMITED | 282,518 | $4.2B | 20.84% | |
| 223 | DHID R HORTON INC | 60,397 | $4.2B | 20.66% | |
| 224 | VMCVULCAN MATLS CO | 27,445 | $4.1B | 20.20% | |
| 225 | GOGROCERY OUTLET HLDG CORP | 99,718 | $3.9B | 19.43% | |
| 226 | HEESEURH & E EQUIPMENT SERVICES INC | 131,235 | $3.9B | 19.42% | |
| 227 | OMGBPOUTSET MED INC | 67,735 | $3.9B | 19.11% | |
| 228 | SVMKUSDSVMK INC | 140,702 | $3.6B | 17.84% | |
| 229 | PAGPENSKE AUTOMOTIVE GRP INC | 58,660 | $3.5B | 17.29% | |
| 230 | FTCHQFARFETCH LTD | 52,504 | $3.4B | 16.63% | |
| 231 | WPMWHEATON PRECIOUS METALS CORP | 78,037 | $3.3B | 16.17% | |
| 232 | RAREULTRAGENYX PHARMACEUTICAL IN | 23,284 | $3.2B | 16.00% | |
| 233 | EBSEMERGENT BIOSOLUTIONS INC | 35,069 | $3.1B | 15.60% | |
| 234 | —2U INC | 77,364 | $3.1B | 15.36% | |
| 235 | MGYMAGNOLIA OIL & GAS CORP | 437,549 | $3.1B | 15.33% | |
| 236 | BATRAUSDLIBERTY MEDIA CORP DEL | 121,801 | $3.0B | 15.04% | |
| 237 | JWNUSDNORDSTROM INC | 95,894 | $3.0B | 14.86% | |
| 238 | REGNREGENERON PHARMACEUTICALS | 5,707 | $2.8B | 13.69% | |
| 239 | PRNPROFOUND MED CORP | 133,416 | $2.7B | 13.62% | |
| 240 | AXBAXIS BANK LIMITED GDR REG S ISIN US05462W1099 SEDOL B06CDW2 | 64,796 | $2.7B | 13.61% | |
| 241 | FWONALIBERTY MEDIA CORP DEL | 64,201 | $2.7B | 13.58% | |
| 242 | ILMNILLUMINA INC | 7,182 | $2.7B | 13.19% | |
| 243 | HEIHEICO CORP NEW | 20,039 | $2.7B | 13.17% | |
| 244 | —REYNA SILVER CORP COM NPV ISIN CA76170Q1063 SEDOL BMG11D0 | 2,326,909 | $2.5B | 12.42% | |
| 245 | AUPHAURINIA PHARMACEUTICALS INC | 180,250 | $2.5B | 12.37% | |
| 246 | 9990302DAPACHE CORP | 161,076 | $2.3B | 11.35% | |
| 247 | LYFTLYFT INC | 44,319 | $2.2B | 10.81% | |
| 248 | JPMJPMORGAN CHASE & CO | 16,060 | $2.0B | 10.13% | |
| 249 | ATVIEURACTIVISION BLIZZARD INC | 21,870 | $2.0B | 10.08% | |
| 250 | IPHIINPHI CORP | 10,172 | $1.6B | 8.10% | |
| 251 | NVROEURNEVRO CORP | 9,370 | $1.6B | 8.05% | |
| 252 | —CARL ZEISS MEDITEC AG NPV ISIN DE0005313704 SEDOL 5922961 | 12,043 | $1.6B | 8.01% | |
| 253 | —CREE INC | 15,187 | $1.6B | 7.98% | |
| 254 | BFHALLIANCE DATA SYSTEMS CORP | 21,589 | $1.6B | 7.94% | |
| 255 | HQYHEALTHEQUITY INC | 22,272 | $1.6B | 7.71% | |
| 256 | DKNG1USDDRAFTKINGS INC | 32,598 | $1.5B | 7.54% | |
| 257 | SBUXSTARBUCKS CORP | 13,862 | $1.5B | 7.36% | |
| 258 | UBERUBER TECHNOLOGIES INC | 26,761 | $1.4B | 6.78% | |
| 259 | —RENALYTIX AI PLC ORD GBP00025 ISIN GB00BYWL4Y04 SEDOL BYWL4Y0 | 204,427 | $1.4B | 6.76% | |
| 260 | LOVELOVESAC COMPANY | 28,568 | $1.2B | 6.11% | |
| 261 | —MOLECULAR TEMPLATES INC | 129,321 | $1.2B | 6.03% | |
| 262 | SHWSHERWIN WILLIAMS CO | 1,598 | $1.2B | 5.83% | |
| 263 | PACBPACIFIC BIOSCIENCES CALIF IN | 44,431 | $1.2B | 5.72% | |
| 264 | CLFDCLEARFIELD INC | 45,011 | $1.1B | 5.52% | |
| 265 | TSHATAYSHA GENE THERAPIES INC | 41,003 | $1.1B | 5.40% | |
| 266 | GHGUARDANT HEALTH INC | 8,244 | $1.1B | 5.27% | |
| 267 | SPWHSPORTSMANS WHSE HLDGS INC | 59,483 | $1.0B | 5.18% | |
| 268 | SMARGBPSMARTSHEET INC | 14,514 | $1.0B | 4.99% | |
| 269 | —NEW PROVIDENCE ACQUISITION | 73,628 | $1.0B | 4.96% | |
| 270 | MASS908 DEVICES INC | 17,399 | $991.0M | 4.92% | |
| 271 | MGPIMGP INGREDIENTS INC NEW | 21,012 | $989.0M | 4.91% | |
| 272 | —WILLOW BIOSCIENCES INC COM NPV POST REV SPLIT ISIN CA97111B40 | 977,399 | $898.0M | 4.46% | |
| 273 | —DUCK CREEK TECHNOLOGIES INC | 20,599 | $892.0M | 4.43% | |
| 274 | —JUST EAT TAKEAWAYCOM NV EUR004 144A REG S ISIN NL0012015705 | 7,631 | $862.0M | 4.28% | |
| 275 | —WHITEHORSE GOLD CORP COM NPV ISIN CA96525N1033 SEDOL BMFKG99 | 262,551 | $810.0M | 4.02% | |
| 276 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,438 | $797.0M | 3.96% | |
| 277 | ETNBGBP89BIO INC | 31,899 | $777.0M | 3.86% | |
| 278 | BSXBOSTON SCIENTIFIC CORP | 20,778 | $747.0M | 3.71% | |
| 279 | —ALASKA COMMUNICATIONS SYS GR | 200,000 | $738.0M | 3.66% | |
| 280 | IPOAGBPVIRGIN GALACTIC HOLDINGS INC | 27,973 | $664.0M | 3.30% | |
| 281 | GDRXGOODRX HLDGS INC | 15,980 | $645.0M | 3.20% | |
| 282 | PDFSPDF SOLUTIONS INC | 28,645 | $619.0M | 3.07% | |
| 283 | —ALTIMETER GROWTH CORP | 45,875 | $596.0M | 2.96% | |
| 284 | ZGZILLOW GROUP INC | 4,126 | $561.0M | 2.78% | |
| 285 | —ALLOVIR INC | 13,234 | $509.0M | 2.53% | |
| 286 | —TREAN INS GROUP INC | 34,545 | $453.0M | 2.25% | |
| 287 | LNWOSCIENTIFIC GAMES CORP | 10,892 | $452.0M | 2.24% | |
| 288 | KRYSKRYSTAL BIOTECH INC | 6,783 | $407.0M | 2.02% | |
| 289 | EBEVENTBRITE INC | 22,046 | $399.0M | 1.98% | |
| 290 | —STAMPS COM INC | 1,961 | $385.0M | 1.91% | |
| 291 | DALDELTA AIR LINES INC DEL | 9,167 | $369.0M | 1.83% | |
| 292 | VVISA INC | 1,639 | $358.0M | 1.78% | |
| 293 | ATEXANTERIX INC | 9,318 | $350.0M | 1.74% | |
| 294 | —NORTHERN DATA AG ORD SHS ISIN DE000A0SMU87 SEDOL BWT5WX6 | 3,452 | $327.0M | 1.62% | |
| 295 | —CATAPULT GROUP INTERNATIONAL ISIN AU000000CAT9 SEDOL BTL0Y76 | 186,221 | $267.0M | 1.33% | |
| 296 | RNAAVIDITY BIOSCIENCES INC | 9,795 | $250.0M | 1.24% | |
| 297 | SPLKCHFSPLUNK INC | 1,350 | $229.0M | 1.14% | |
| 298 | BNRBURNING ROCK BIOTECH LTD | 8,726 | $202.0M | 1.00% | |
| 299 | KBHKB HOME | 5,636 | $189.0M | 0.94% | |
| 300 | AMWLAMERICAN WELL CORP | 5,922 | $150.0M | 0.74% |