GILDER GAGNON HOWE & CO LLC Q2 2018 Filing
Filed July 31, 2018
Portfolio Value
$9.3T
Holdings
277
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (277 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX COM INC COM | 1,785,695 | $699.0B | 7.53% | |
| 2 | AMZNAMAZON.COM INC | 296,637 | $504.2B | 5.43% | |
| 3 | METAFACEBOOK INC COM USD0.000006 CL A | 1,228,719 | $238.8B | 2.57% | |
| 4 | —OCADO GROUP PLC ORD GBP0.02 ISIN #GB00B3MBS747 SEDOL #B3MBS74 | 14,781,795 | $200.5B | 2.16% | |
| 5 | ETSYETSY INC COM | 4,506,559 | $190.1B | 2.05% | |
| 6 | RNGRINGCENTRAL INC-CLASS A | 2,639,824 | $185.7B | 2.00% | |
| 7 | WTWEURWEIGHT WATCHERS INTL INC NEW | 1,820,283 | $184.0B | 1.98% | |
| 8 | —FOUNDATION MEDICINE INC USD0.0001 | 1,336,595 | $182.7B | 1.97% | |
| 9 | —2U INC COM USD0.001 | 2,140,839 | $178.9B | 1.93% | |
| 10 | TSLATESLA INC COM | 514,365 | $176.4B | 1.90% | |
| 11 | CHGGCHEGG INC COM USD0.001 | 5,841,208 | $162.3B | 1.75% | |
| 12 | AFWALIGN TECHNOLOGY INC COM | 435,223 | $148.9B | 1.60% | |
| 13 | WWEUSDWORLD WRESTLING ENTERTAINMENT INC CL A | 1,855,865 | $135.1B | 1.46% | |
| 14 | —METRO BANK PLC ORD GBP0.000001 ISIN #GB00BZ6STL67 SEDOL #BZ6STL6 | 3,158,315 | $134.9B | 1.45% | |
| 15 | SRPTSAREPTA THERAPEUTICS INC COM | 985,874 | $130.3B | 1.40% | |
| 16 | ANETEURARISTA NETWORKS INC COM USD0.0001 | 497,159 | $128.0B | 1.38% | |
| 17 | ROKUROKU INC COM CL A | 2,960,515 | $126.2B | 1.36% | |
| 18 | FNDFLOOR &DECOR HLDGS INC CL A | 2,506,445 | $123.6B | 1.33% | |
| 19 | EXASEXACT SCIENCES CORP | 1,969,989 | $117.8B | 1.27% | |
| 20 | HUBSHUBSPOT INC COM | 922,934 | $115.7B | 1.25% | |
| 21 | SHAKSHAKE SHACK INC CL A | 1,715,896 | $113.6B | 1.22% | |
| 22 | NYTNEW YORK TIMES CO CL A | 4,225,072 | $109.4B | 1.18% | |
| 23 | ALNYALNYLAM PHARMACEUTICALS INC | 1,094,716 | $107.8B | 1.16% | |
| 24 | ADSKAUTODESK INC COM | 817,063 | $107.1B | 1.15% | |
| 25 | FIVEFIVE BELOW INC COM | 1,060,970 | $103.7B | 1.12% | |
| 26 | ISRGINTUITIVE SURGICAL INC COM NEW | 213,767 | $102.3B | 1.10% | |
| 27 | LGIHLGI HOMES INC COM | 1,696,073 | $97.9B | 1.05% | |
| 28 | AZULQAZUL SA SPON ADR EACH REP 3 PFD SHS | 5,957,009 | $97.5B | 1.05% | |
| 29 | XYZSQUARE INC CL A | 1,532,546 | $94.5B | 1.02% | |
| 30 | ADBEADOBE SYS INC | 374,683 | $91.4B | 0.98% | |
| 31 | —FLEXION THERAPEUTICS INC COM | 3,450,547 | $89.2B | 0.96% | |
| 32 | TALTAL EDUCATION GROUP SPON ADS EACH REP 0.3333 CL A ORD SHS | 2,393,944 | $88.1B | 0.95% | |
| 33 | CRMSALESFORCE COM INC | 640,694 | $87.4B | 0.94% | |
| 34 | —GTT COMMUNICATIONS INC COM USD0.0001 | 1,915,389 | $86.2B | 0.93% | |
| 35 | TDOCTELADOC INC COM | 1,477,276 | $85.8B | 0.92% | |
| 36 | SSTISHOTSPOTTER INC COM | 2,220,947 | $84.2B | 0.91% | |
| 37 | —PIVOTAL SOFTWARE INC COM CL A | 3,386,677 | $82.2B | 0.89% | |
| 38 | OKTAOKTA INC CL A | 1,626,913 | $81.9B | 0.88% | |
| 39 | ABMDEURABIOMED INC | 196,950 | $80.6B | 0.87% | |
| 40 | —TENCENT HOLDINGS LIMITED HKD0.00002 ISIN #KYG875721634 SEDOL #BM | 1,566,115 | $78.6B | 0.85% | |
| 41 | BABAALIBABA GROUP HLDG LTD SPONSORED ADS | 419,626 | $77.9B | 0.84% | |
| 42 | GOOGALPHABET INC CAP STK CL C | 68,412 | $76.3B | 0.82% | |
| 43 | SENS1GBPSENSEONICS HLDGS INC COM | 18,232,633 | $74.9B | 0.81% | |
| 44 | EPAMEPAM SYS INC COM USD0.001 | 597,026 | $74.2B | 0.80% | |
| 45 | FRPTFRESHPET INC COM | 2,671,203 | $73.3B | 0.79% | |
| 46 | MDBMONGODB INC CL A | 1,464,148 | $72.7B | 0.78% | |
| 47 | TWTRUSDTWITTER INC COM USD0.000005 | 1,516,745 | $66.2B | 0.71% | |
| 48 | LPSNUSDLIVEPERSON INC | 3,098,337 | $65.4B | 0.70% | |
| 49 | LITELUMENTUM HLDGS INC COM | 1,116,139 | $64.6B | 0.70% | |
| 50 | MLMMARTIN MARIETTA MATLS INC | 277,339 | $61.9B | 0.67% | |
| 51 | POOLPOOL CORP COM | 404,026 | $61.2B | 0.66% | |
| 52 | MSFTMICROSOFT CORP | 576,849 | $56.9B | 0.61% | |
| 53 | DC4DEXCOM INC | 596,730 | $56.7B | 0.61% | |
| 54 | ZZILLOW GROUP INC CL C CAP STK | 946,371 | $55.9B | 0.60% | |
| 55 | GSHDGOOSEHEAD INS INC COM CL A | 2,236,470 | $55.8B | 0.60% | |
| 56 | ATVIEURACTIVISION BLIZZARD INC COM | 707,310 | $54.0B | 0.58% | |
| 57 | GOOGLALPHABET INC CAP STK CL A | 46,610 | $52.6B | 0.57% | |
| 58 | GKOSGLAUKOS CORP COM | 1,294,902 | $52.6B | 0.57% | |
| 59 | NVDANVIDIA CORP | 221,679 | $52.5B | 0.57% | |
| 60 | SSNCSS&C TECHNOLOGIES HLDGS INC COM | 994,613 | $51.6B | 0.56% | |
| 61 | HDBHDFC BANK LTD ADS EACH REPR 3 INR10(MGT) | 469,662 | $49.3B | 0.53% | |
| 62 | JDJD COM INC SPONSORED ADR REPSTG COM CL A | 1,237,244 | $48.2B | 0.52% | |
| 63 | FWONALIBERTY MEDIA CORP DELAWARE COM SER C FRMLA | 1,268,063 | $47.1B | 0.51% | |
| 64 | —ADYEN NV 144A | 85,336 | $47.0B | 0.51% | |
| 65 | —EROS INTERNATIONAL COM GBP0.30 | 3,552,426 | $46.2B | 0.50% | |
| 66 | —BIOSCRIP INC | 15,430,807 | $45.2B | 0.49% | |
| 67 | GLOBGLOBANT SA USD1.20 | 793,840 | $45.1B | 0.49% | |
| 68 | —SPARK THERAPEUTICS INC COM | 526,044 | $43.5B | 0.47% | |
| 69 | TTWOTAKE-TWO INTERACTIVE SOFTWARE COM | 364,575 | $43.2B | 0.46% | |
| 70 | MLB1MERCADOLIBRE INC | 135,414 | $40.5B | 0.44% | |
| 71 | SITESITEONE LANDSCAPE SUPPLY INC COM | 389,817 | $32.7B | 0.35% | |
| 72 | ESLTELBIT SYSTEMS LTD | 269,380 | $32.0B | 0.34% | |
| 73 | —FORESCOUT TECHNOLOGIES INC COM | 890,093 | $30.5B | 0.33% | |
| 74 | AXGNAXOGEN INC COM | 596,065 | $30.0B | 0.32% | |
| 75 | —LONZA GROUP AG-REG ISIN #CH0013841017 SEDOL #7333378 | 112,441 | $29.8B | 0.32% | |
| 76 | SHOPSHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 | 203,787 | $29.7B | 0.32% | |
| 77 | ILMNILLUMINA INC COM | 97,515 | $27.2B | 0.29% | |
| 78 | CVNACARVANA CO CL A | 645,271 | $26.8B | 0.29% | |
| 79 | SIENUSDSIENTRA INC COM USD0.01 | 1,373,007 | $26.8B | 0.29% | |
| 80 | NOWSERVICENOW INC COM USD0.001 | 148,791 | $25.7B | 0.28% | |
| 81 | NTDOYNINTENDO CO LTD ADR(8 CNV INTO 1 ORD)NPV | 596,337 | $24.4B | 0.26% | |
| 82 | ZGZILLOW GROUP INC CL A | 405,075 | $24.2B | 0.26% | |
| 83 | —NUVECTRA CORP COM | 1,168,412 | $24.0B | 0.26% | |
| 84 | —RIGHTMOVE PLC WINTERHILL SHS ISIN #GB00B2987V85 SEDOL #B2987V8 | 336,040 | $23.6B | 0.25% | |
| 85 | EVBGEUREVERBRIDGE INC COM | 495,382 | $23.5B | 0.25% | |
| 86 | —USA TECHNOLOGIES INC COM NO PAR | 1,635,291 | $22.9B | 0.25% | |
| 87 | ZUOUSDZUORA INC COM CL A | 805,194 | $21.9B | 0.24% | |
| 88 | SAILEURSAILPOINT TECHNLGIES HLDGS INC COM | 890,778 | $21.9B | 0.24% | |
| 89 | PYPLPAYPAL HLDGS INC COM | 261,034 | $21.7B | 0.23% | |
| 90 | —BLUEBIRD BIO INC COM | 138,366 | $21.7B | 0.23% | |
| 91 | ENPHENPHASE ENERGY INC COM USD0.00001 | 3,153,516 | $21.2B | 0.23% | |
| 92 | HOMEAT HOME GROUP INC COM | 523,311 | $20.5B | 0.22% | |
| 93 | —POLARITYTE INC COM | 859,354 | $20.2B | 0.22% | |
| 94 | PIIMPINJ INC COM | 910,053 | $20.1B | 0.22% | |
| 95 | ZLABZAI LAB LTD-ADR | 861,871 | $20.0B | 0.22% | |
| 96 | GLNGGOLAR LNG LIMITED COM STK USD1.00 | 674,220 | $19.9B | 0.21% | |
| 97 | SFIXSTITCH FIX INC COM CL A | 718,617 | $19.7B | 0.21% | |
| 98 | AQAQUANTIA CORP COM | 1,700,497 | $19.7B | 0.21% | |
| 99 | GRA1EURGRACE W R & CO DEL NEW | 267,657 | $19.6B | 0.21% | |
| 100 | KRNTKORNIT DIGITAL LTD ORD ILS0.01 | 1,101,161 | $19.6B | 0.21% |
Page 1 of 3Next