GILDER GAGNON HOWE & CO LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$7.3B
Holdings
342
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (342 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AZULQAZUL S A | 1,023,750 | $14.0B | 191.82% | |
| 102 | T7DTRANSDIGM GROUP INC | 15,509 | $13.9B | 189.80% | |
| 103 | IGICINTL GNRL INSURANCE HLDNGS L | 1,529,719 | $13.7B | 187.18% | |
| 104 | FWRGFIRST WATCH RESTAURANT GROUP | 773,093 | $13.1B | 178.82% | |
| 105 | HDBHDFC BANK LTD | 184,200 | $12.8B | 175.72% | |
| 106 | ELFE L F BEAUTY INC | 112,148 | $12.8B | 175.34% | |
| 107 | INDIINDIE SEMICONDUCTOR INC | 1,339,265 | $12.6B | 172.30% | |
| 108 | BECNUSDBEACON ROOFING SUPPLY INC | 147,711 | $12.3B | 167.76% | |
| 109 | SBUXSTARBUCKS CORP | 117,757 | $11.7B | 159.66% | |
| 110 | NKENIKE INC | 98,754 | $10.9B | 149.18% | |
| 111 | SITMSITIME CORP | 90,239 | $10.6B | 145.70% | |
| 112 | SSNCSS&C TECHNOLOGIES HLDGS INC | 173,101 | $10.5B | 143.57% | |
| 113 | ORCLORACLE CORP | 87,948 | $10.5B | 143.35% | |
| 114 | DENEURDENBURY INC | 120,822 | $10.4B | 142.65% | |
| 115 | —DIVERSIFIED ENERGY COMPANY PLC ORD GBP0.01 ISIN #GB00BYX7JT74 SE | 9,126,185 | $10.3B | 140.38% | |
| 116 | WRBBERKLEY W R CORP | 169,321 | $10.1B | 138.03% | |
| 117 | NTDOYNINTENDO CO LTD UNSP ADS EACH REP 0.25 ORD SHS | 890,422 | $10.1B | 137.91% | |
| 118 | FNVFRANCO NEV CORP | 69,721 | $9.9B | 136.08% | |
| 119 | ARVNARVINAS INC | 395,233 | $9.8B | 134.26% | |
| 120 | GDXVANECK ETF TRUST | 321,305 | $9.7B | 132.41% | |
| 121 | INFNEURINFINERA CORP | 1,913,497 | $9.2B | 126.50% | |
| 122 | G2CEVERI HLDGS INC | 635,465 | $9.2B | 125.77% | |
| 123 | —OLINK HLDG AB | 488,608 | $9.2B | 125.39% | |
| 124 | HEIHEICO CORP NEW | 62,769 | $8.8B | 120.79% | |
| 125 | SKWDSKYWARD SPECIALTY INS GROUP | 329,685 | $8.4B | 114.61% | |
| 126 | SUSUNCOR ENERGY INC NEW | 279,857 | $8.2B | 112.31% | |
| 127 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 1,215,525 | $8.2B | 111.63% | |
| 128 | FIHLFIDELIS INSURANCE HOLDINGS L | 588,205 | $8.0B | 109.89% | |
| 129 | ALSALTIUS MINERALS CORP COM ISIN #CA0209361009 SEDOL #2122355 | 477,243 | $7.9B | 108.10% | |
| 130 | —ENDEAVOUR MINING PLC ORD USD0.01 ISIN #GB00BL6K5J42 SEDOL #BN7KJ | 314,735 | $7.6B | 103.36% | |
| 131 | SDRLSEADRILL 2021 LTD | 182,649 | $7.5B | 103.17% | |
| 132 | SPTSPROUT SOCIAL INC | 161,679 | $7.5B | 102.15% | |
| 133 | PAGPENSKE AUTOMOTIVE GRP INC | 44,490 | $7.4B | 101.47% | |
| 134 | GTXGARRETT MOTION INC | 975,777 | $7.4B | 101.10% | |
| 135 | EXECHESAPEAKE ENERGY CORP | 87,298 | $7.3B | 99.98% | |
| 136 | —TENCENT HOLDINGS LIMITED HKD0.00002 ISIN #KYG875721634 SEDOL #BM | 169,209 | $7.2B | 98.00% | |
| 137 | TSCOTRACTOR SUPPLY CO | 31,580 | $7.0B | 95.57% | |
| 138 | DGIIDIGI INTL INC | 169,631 | $6.7B | 91.45% | |
| 139 | ATZARITZIA INC SUB VTG SHS ISIN #CA04045U1021 SEDOL #BDCG2C2 | 235,849 | $6.6B | 89.72% | |
| 140 | HEESEURH & E EQUIPMENT SERVICES INC | 140,094 | $6.4B | 87.72% | |
| 141 | DISHDISH NETWORK CORPORATION | 944,745 | $6.2B | 85.21% | |
| 142 | VISNCOMMSCOPE HLDG CO INC | 1,100,201 | $6.2B | 84.78% | |
| 143 | TCMDTACTILE SYS TECHNOLOGY INC | 242,128 | $6.0B | 82.62% | |
| 144 | BOOTBOOT BARN HLDGS INC | 70,188 | $5.9B | 81.36% | |
| 145 | WRBYWARBY PARKER INC | 505,315 | $5.9B | 80.85% | |
| 146 | VMCVULCAN MATLS CO | 25,756 | $5.8B | 79.47% | |
| 147 | TECK/BTECK RESOURCES LTD | 137,772 | $5.8B | 79.39% | |
| 148 | AGIALAMOS GOLD INC NEW | 476,771 | $5.7B | 77.78% | |
| 149 | —RIGHTMOVE ORD GBP0.001 ISIN #GB00BGDT3G23 SEDOL #BGDT3G2 | 814,550 | $5.4B | 74.16% | |
| 150 | CEIXEURCONSOL ENERGY INC NEW | 78,908 | $5.4B | 73.23% | |
| 151 | REEVEREST RE GROUP LTD | 15,455 | $5.3B | 72.31% | |
| 152 | NARIUSDINARI MED INC | 90,069 | $5.2B | 71.67% | |
| 153 | CRMSALESFORCE INC | 24,538 | $5.2B | 70.95% | |
| 154 | TMOTHERMO FISHER SCIENTIFIC INC | 9,782 | $5.1B | 69.85% | |
| 155 | COSTCOSTCO WHSL CORP NEW | 9,363 | $5.0B | 68.99% | |
| 156 | GKOSGLAUKOS CORP | 70,254 | $5.0B | 68.47% | |
| 157 | RCUSARCUS BIOSCIENCES INC | 241,189 | $4.9B | 67.05% | |
| 158 | BRZEBRAZE INC | 110,518 | $4.8B | 66.24% | |
| 159 | FERGFERGUSON PLC NEW | 29,694 | $4.7B | 63.93% | |
| 160 | PODDINSULET CORP | 14,350 | $4.1B | 56.63% | |
| 161 | ARGXARGENX SE | 10,602 | $4.1B | 56.55% | |
| 162 | SKE.TOSKEENA RES LTD NEW | 825,173 | $4.0B | 54.55% | |
| 163 | ETSYETSY INC | 46,906 | $4.0B | 54.32% | |
| 164 | —SAFARICOM PLC KES0.05 ISIN #KE1000001402 SEDOL #B2QN3J6 | 31,197,470 | $3.9B | 53.15% | |
| 165 | APAAPA CORPORATION | 112,509 | $3.8B | 52.62% | |
| 166 | AMDADVANCED MICRO DEVICES INC | 33,417 | $3.8B | 52.10% | |
| 167 | RXSTRXSIGHT INC | 119,510 | $3.4B | 47.11% | |
| 168 | BEAMBEAM THERAPEUTICS INC | 107,712 | $3.4B | 47.07% | |
| 169 | WOLF*WOLFSPEED INC | 61,733 | $3.4B | 46.97% | |
| 170 | PLNTPLANET FITNESS INC | 50,368 | $3.4B | 46.49% | |
| 171 | RNRRENAISSANCERE HLDGS LTD | 18,092 | $3.4B | 46.19% | |
| 172 | AXBAXIS BANK GDR REG S ISIN #US05462W1099 SEDOL #B06CDW2 | 56,296 | $3.4B | 46.00% | |
| 173 | FLYWFLYWIRE CORPORATION | 107,305 | $3.3B | 45.59% | |
| 174 | JPMJPMORGAN CHASE & CO | 22,596 | $3.3B | 44.98% | |
| 175 | WPMWHEATON PRECIOUS METALS CORP | 75,255 | $3.3B | 44.52% | |
| 176 | RNGRINGCENTRAL INC | 93,988 | $3.1B | 42.10% | |
| 177 | BRCCBRC INC | 587,323 | $3.0B | 41.48% | |
| 178 | RNLXUSDRENALYTIX PLC | 1,027,746 | $3.0B | 41.07% | |
| 179 | OPHTEURIVERIC BIO INC | 71,761 | $2.8B | 38.64% | |
| 180 | ZLABZAI LAB LTD | 100,637 | $2.8B | 38.20% | |
| 181 | NUAGNEW PAC METALS CORP | 1,262,546 | $2.8B | 37.67% | |
| 182 | FWONALIBERTY MEDIA CORP DEL | 36,341 | $2.7B | 37.44% | |
| 183 | HEIHEICO CORP NEW | 14,992 | $2.7B | 36.31% | |
| 184 | URIUNITED RENTALS INC | 5,950 | $2.6B | 36.27% | |
| 185 | TGLSTECNOGLASS INC | 50,840 | $2.6B | 35.95% | |
| 186 | BHLLBUNKER HILL MNG CORP COM NEW ISIN #US1206132037 SEDOL #BJM0JB4 | 13,682,141 | $2.6B | 34.98% | |
| 187 | CURVTORRID HLDGS INC | 908,630 | $2.6B | 34.95% | |
| 188 | —FLUIDRA SA EUR1 ISIN #ES0137650018 SEDOL #B28V440 | 127,002 | $2.5B | 33.81% | |
| 189 | HRIHERC HLDGS INC | 17,549 | $2.4B | 32.87% | |
| 190 | SHLSSHOALS TECHNOLOGIES GROUP IN | 93,925 | $2.4B | 32.86% | |
| 191 | —CELLNEX TELECOM SAU EUR0.25 ISIN #ES0105066007 SEDOL #BX90C05 | 58,855 | $2.4B | 32.51% | |
| 192 | STKSTHE ONE GROUP HOSPITALITY IN | 322,637 | $2.4B | 32.32% | |
| 193 | FINWFINWISE BANCORP | 262,309 | $2.3B | 32.13% | |
| 194 | RLAYRELAY THERAPEUTICS INC | 186,102 | $2.3B | 31.99% | |
| 195 | IRTCIRHYTHM TECHNOLOGIES INC | 21,984 | $2.3B | 31.39% | |
| 196 | GFSGLOBALFOUNDRIES INC | 35,096 | $2.3B | 31.02% | |
| 197 | WFCWELLS FARGO CO NEW | 52,330 | $2.2B | 30.57% | |
| 198 | KYMRKYMERA THERAPEUTICS INC | 88,732 | $2.0B | 27.92% | |
| 199 | SHWSHERWIN WILLIAMS CO | 7,224 | $1.9B | 26.25% | |
| 200 | SRPTSAREPTA THERAPEUTICS INC | 16,360 | $1.9B | 25.64% |