GILDER GAGNON HOWE & CO LLC Q1 2019 Filing
Filed May 17, 2019
Portfolio Value
$9.4T
Holdings
276
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (276 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX COM INC COM | 1,574,818 | $561.5B | 5.99% | |
| 2 | AMZNAMAZON.COM INC | 249,106 | $443.6B | 4.74% | |
| 3 | —OCADO GROUP PLC ORD GBP0.02 ISIN #GB00B3MBS747 SEDOL #B3MBS74 | 14,191,164 | $253.4B | 2.71% | |
| 4 | ETSYETSY INC COM | 3,612,418 | $242.8B | 2.59% | |
| 5 | RNGRINGCENTRAL INC-CLASS A | 2,138,253 | $230.5B | 2.46% | |
| 6 | ROKUROKU INC COM CL A | 3,541,731 | $228.5B | 2.44% | |
| 7 | MDBMONGODB INC CL A | 1,357,916 | $199.6B | 2.13% | |
| 8 | CHGGCHEGG INC COM USD0.001 | 4,924,952 | $187.7B | 2.00% | |
| 9 | METAFACEBOOK INC-CLASS A | 1,076,808 | $179.5B | 1.92% | |
| 10 | EXASEXACT SCIENCES CORP | 2,005,394 | $173.7B | 1.85% | |
| 11 | OKTAOKTA INC CL A | 2,091,177 | $173.0B | 1.85% | |
| 12 | NYTNEW YORK TIMES CO CL A | 5,212,809 | $171.2B | 1.83% | |
| 13 | TSLATESLA INC COM | 552,801 | $154.7B | 1.65% | |
| 14 | —2U INC COM USD0.001 | 2,045,635 | $144.9B | 1.55% | |
| 15 | XYZSQUARE INC CL A | 1,818,106 | $136.2B | 1.45% | |
| 16 | ANETEURARISTA NETWORKS INC COM USD0.0001 | 427,373 | $134.4B | 1.43% | |
| 17 | HUBSHUBSPOT INC COM | 783,329 | $130.2B | 1.39% | |
| 18 | NVTA1EURINVITAE CORP COM | 5,530,037 | $129.5B | 1.38% | |
| 19 | ADSKAUTODESK INC COM | 788,435 | $122.9B | 1.31% | |
| 20 | SHAKSHAKE SHACK INC CL A | 2,024,283 | $119.7B | 1.28% | |
| 21 | SRPTSAREPTA THERAPEUTICS INC COM | 992,371 | $118.3B | 1.26% | |
| 22 | ISRGINTUITIVE SURGICAL INC COM NEW | 203,655 | $116.2B | 1.24% | |
| 23 | WWEUSDWORLD WRESTLING ENTERTAINMENT INC CL A | 1,321,573 | $114.7B | 1.22% | |
| 24 | FRPTFRESHPET INC COM | 2,571,525 | $108.8B | 1.16% | |
| 25 | AZULQAZUL SA SPON ADR EACH REP 3 PFD SHS | 3,572,880 | $104.4B | 1.11% | |
| 26 | IRBTQIROBOT CORP COM | 844,390 | $99.4B | 1.06% | |
| 27 | CRMSALESFORCE.COM INC COM USD0.001 | 627,482 | $99.4B | 1.06% | |
| 28 | TWTRUSDTWITTER INC COM USD0.000005 | 3,010,798 | $99.0B | 1.06% | |
| 29 | LPSNUSDLIVEPERSON INC COM USD0.001 | 3,381,722 | $98.1B | 1.05% | |
| 30 | GKOSGLAUKOS CORP COM | 1,246,053 | $97.7B | 1.04% | |
| 31 | EPAMEPAM SYS INC COM USD0.001 | 576,883 | $97.6B | 1.04% | |
| 32 | FTCHQFARFETCH LTD COM USD0.04 CLASS A | 3,488,749 | $93.9B | 1.00% | |
| 33 | ALNYALNYLAM PHARMACEUTICALS INC | 987,770 | $92.3B | 0.99% | |
| 34 | MLMMARTIN MARIETTA MATERIALS INC COM USD0.01 | 457,498 | $92.0B | 0.98% | |
| 35 | TMUST MOBILE US INC COM USD0.00001 | 1,296,081 | $89.6B | 0.96% | |
| 36 | FIVEFIVE BELOW INC COM | 705,650 | $87.7B | 0.94% | |
| 37 | VCYTVERACYTE INC COM | 3,453,224 | $86.4B | 0.92% | |
| 38 | LGIHLGI HOMES INC COM | 1,428,557 | $86.1B | 0.92% | |
| 39 | —ADYEN NV 144A | 107,850 | $84.5B | 0.90% | |
| 40 | SSTISHOTSPOTTER INC COM | 2,176,651 | $84.0B | 0.90% | |
| 41 | TDOCTELADOC HEALTH INC COM | 1,479,659 | $82.3B | 0.88% | |
| 42 | MLB1MERCADOLIBRE INC COM USD0.001 | 161,368 | $81.9B | 0.87% | |
| 43 | DC4DEXCOM INC | 679,765 | $81.0B | 0.86% | |
| 44 | GSGOLDMAN SACHS GROUP INC COM USD0.01 | 388,142 | $74.5B | 0.80% | |
| 45 | BABAALIBABA GROUP HOLDING LTD SPON ADS EACH REP ONE ORD SHS | 407,469 | $74.3B | 0.79% | |
| 46 | —GTT COMMUNICATIONS INC COM USD0.0001 | 1,983,779 | $68.8B | 0.73% | |
| 47 | MSFTMICROSOFT CORP | 580,778 | $68.5B | 0.73% | |
| 48 | AEOAMERICAN EAGLE OUTFITTERS INC COM | 2,941,559 | $65.2B | 0.70% | |
| 49 | —TENCENT HOLDINGS LIMITED HKD0.00002 ISIN #KYG875721634 SEDOL #BM | 1,409,006 | $64.8B | 0.69% | |
| 50 | POOLPOOL CORP COM | 385,482 | $63.6B | 0.68% | |
| 51 | —AUDENTES THERAPEUTICS INC COM | 1,619,831 | $63.2B | 0.67% | |
| 52 | MTCHEURMATCH GROUP INC COM | 1,111,407 | $62.9B | 0.67% | |
| 53 | ABMDEURABIOMED INC COM USD0.01 | 218,564 | $62.4B | 0.67% | |
| 54 | SSNCSS&C TECHNOLOGIES HLDGS INC COM | 970,538 | $61.8B | 0.66% | |
| 55 | GOOGALPHABET INC CAP STK CL C | 51,258 | $60.1B | 0.64% | |
| 56 | SHOPSHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 | 287,263 | $59.4B | 0.63% | |
| 57 | GLOBGLOBANT SA USD1.20 | 775,413 | $55.4B | 0.59% | |
| 58 | GOOGLALPHABET INC CAP STK CL A | 45,577 | $53.6B | 0.57% | |
| 59 | CDXSCODEXIS INC COM USD0.0001 | 2,489,389 | $51.1B | 0.55% | |
| 60 | HDBHDFC BANK LTD SPON ADS EACH REP 3 ORD SHS | 422,789 | $49.0B | 0.52% | |
| 61 | GLPGGALAPAGOS NV NPV ISIN #BE0003818359 SEDOL #B07Q2V5 | 408,289 | $47.6B | 0.51% | |
| 62 | ADBEADOBE INC COM | 169,148 | $45.1B | 0.48% | |
| 63 | SWAVUSDSHOCKWAVE MED INC COM | 1,332,559 | $44.6B | 0.48% | |
| 64 | TALTAL EDUCATION GROUP SPON ADS EACH REP 0.3333 CL A ORD SHS | 1,230,829 | $44.4B | 0.47% | |
| 65 | GSHDGOOSEHEAD INS INC COM CL A | 1,571,037 | $43.8B | 0.47% | |
| 66 | SENS1GBPSENSEONICS HLDGS INC COM | 17,742,518 | $43.5B | 0.46% | |
| 67 | LYFTLYFT INC CL A COM | 538,707 | $42.2B | 0.45% | |
| 68 | ENPHENPHASE ENERGY INC COM USD0.00001 | 4,514,342 | $41.7B | 0.44% | |
| 69 | ZUOUSDZUORA INC COM CL A | 1,975,935 | $39.6B | 0.42% | |
| 70 | BANDBANDWIDTH INC COM CL A | 551,652 | $36.9B | 0.39% | |
| 71 | EVBGEUREVERBRIDGE INC COM | 477,570 | $35.8B | 0.38% | |
| 72 | NOWSERVICENOW INC COM USD0.001 | 141,683 | $34.9B | 0.37% | |
| 73 | EHTHEHEALTH INC COM | 553,298 | $34.5B | 0.37% | |
| 74 | —LONZA GROUP AG-REG ISIN #CH0013841017 SEDOL #7333378 | 110,660 | $34.3B | 0.37% | |
| 75 | TNDMTANDEM DIABETES CARE INC COM NEW | 536,654 | $34.1B | 0.36% | |
| 76 | NVDANVIDIA CORP | 183,292 | $32.9B | 0.35% | |
| 77 | ILMNILLUMINA INC COM USD0.001 | 105,480 | $32.8B | 0.35% | |
| 78 | XLNXEURXILINX INC | 243,374 | $30.9B | 0.33% | |
| 79 | WDAYWORKDAY INC COM USD0.001 CL A | 159,855 | $30.8B | 0.33% | |
| 80 | —MAGENTA THERAPEUTICS INC COM | 1,829,228 | $30.1B | 0.32% | |
| 81 | ARRYEURARRAY BIOPHARMA INC | 1,221,310 | $29.8B | 0.32% | |
| 82 | —BIOSCRIP INC | 13,611,958 | $27.2B | 0.29% | |
| 83 | ZLABZAI LAB LIMITED ADS EACH REP 1 ORD SHS | 903,159 | $26.7B | 0.28% | |
| 84 | CVNACARVANA CO CL A | 443,358 | $25.7B | 0.27% | |
| 85 | QTRXQUANTERIX CORP COM | 986,587 | $25.5B | 0.27% | |
| 86 | FNDFLOOR &DECOR HLDGS INC CL A | 607,711 | $25.1B | 0.27% | |
| 87 | COUPEURCOUPA SOFTWARE INC COM | 273,376 | $24.9B | 0.27% | |
| 88 | JDJD.COM INC SPON ADS EACH REPR 2 ORD SHS CLASS A | 823,060 | $24.8B | 0.26% | |
| 89 | KRNTKORNIT DIGITAL LTD ORD ILS0.01 | 1,039,382 | $24.7B | 0.26% | |
| 90 | PYPLPAYPAL HLDGS INC COM | 222,845 | $23.1B | 0.25% | |
| 91 | MAMASTERCARD INC CL A | 94,578 | $22.3B | 0.24% | |
| 92 | QTWOQ2 HLDGS INC COM | 312,511 | $21.6B | 0.23% | |
| 93 | TEAMATLASSIAN CORPORATION PLC COM USD0.1 CL A | 191,676 | $21.5B | 0.23% | |
| 94 | AJRDEURAEROJET ROCKETDYNE HLDGS INC COM | 575,460 | $20.4B | 0.22% | |
| 95 | —EROS INTERNATIONAL COM GBP0.30 | 2,103,464 | $19.2B | 0.21% | |
| 96 | —THE A2 MILK COMPANY LTD NPV ISIN #NZATME0002S8 SEDOL #BWSRTS7 | 1,918,118 | $18.6B | 0.20% | |
| 97 | PANWPALO ALTO NETWORKS INC COM USD0.0001 | 74,879 | $18.2B | 0.19% | |
| 98 | VEEVVEEVA SYS INC CL A COM | 141,430 | $17.9B | 0.19% | |
| 99 | —FORESCOUT TECHNOLOGIES INC COM | 427,929 | $17.9B | 0.19% | |
| 100 | SITESITEONE LANDSCAPE SUPPLY INC COM | 312,263 | $17.8B | 0.19% |
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