GILDER GAGNON HOWE & CO LLC Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$8.1B
Holdings
262
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (262 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SENS1GBPSENSEONICS HLDGS INC | 16,060,167 | $15.9B | 196.12% | |
| 102 | —2U INC | 959,091 | $15.6B | 192.90% | |
| 103 | MPWRMONOLITHIC PWR SYS INC | 99,129 | $15.4B | 190.58% | |
| 104 | VEEVVEEVA SYS INC | 96,302 | $14.7B | 181.65% | |
| 105 | —GTT COMMUNICATIONS INC | 1,473,555 | $13.9B | 171.49% | |
| 106 | ALGTALLEGIANT TRAVEL CO | 91,995 | $13.8B | 170.09% | |
| 107 | FSLYFASTLY INC | 565,468 | $13.6B | 167.66% | |
| 108 | —ADESTO TECHNOLOGIES CORP | 1,533,137 | $13.1B | 162.13% | |
| 109 | DISDISNEY WALT CO | 95,962 | $12.5B | 154.50% | |
| 110 | TRUPTRUPANION INC | 459,752 | $11.7B | 144.38% | |
| 111 | DDOGDATADOG INC | 344,581 | $11.7B | 144.36% | |
| 112 | TWLOTWILIO INC | 104,354 | $11.5B | 141.76% | |
| 113 | PLANUSDANAPLAN INC | 241,064 | $11.3B | 139.97% | |
| 114 | GSHDGOOSEHEAD INS INC | 229,172 | $11.3B | 139.72% | |
| 115 | GDXVANECK VECTORS ETF TR | 421,826 | $11.3B | 139.19% | |
| 116 | VLRSCONTROLADORA VUELA CIA DE AV | 1,125,479 | $11.3B | 139.18% | |
| 117 | SIVBEURSVB FINL GROUP | 52,621 | $11.0B | 135.83% | |
| 118 | SFIXSTITCH FIX INC | 540,573 | $10.4B | 128.56% | |
| 119 | CVA1EURCOVANTA HLDG CORP | 601,589 | $10.4B | 128.49% | |
| 120 | GTLSCHART INDS INC | 164,976 | $10.3B | 127.10% | |
| 121 | GRA1EURGRACE W R & CO DEL NEW | 149,626 | $10.0B | 123.40% | |
| 122 | ESTCELASTIC N V | 115,111 | $9.5B | 117.09% | |
| 123 | MGYMAGNOLIA OIL & GAS CORP | 808,879 | $9.0B | 110.93% | |
| 124 | 9990302DAPACHE CORP | 349,983 | $9.0B | 110.69% | |
| 125 | AFYAAFYA LTD | 342,505 | $8.8B | 108.49% | |
| 126 | T7DTRANSDIGM GROUP INC | 15,894 | $8.3B | 102.24% | |
| 127 | GPRKGEOPARK LTD | 426,646 | $7.9B | 97.04% | |
| 128 | LULULULULEMON ATHLETICA INC | 38,014 | $7.3B | 90.42% | |
| 129 | MECMAYVILLE ENGINEERING CO INC | 547,360 | $7.2B | 89.20% | |
| 130 | SEISOLARIS OILFIELD INFRSTR INC | 520,187 | $7.0B | 86.24% | |
| 131 | FNVFRANCO NEVADA CORP | 76,533 | $7.0B | 86.19% | |
| 132 | LVGOLIVONGO HEALTH INC | 398,774 | $7.0B | 85.92% | |
| 133 | —FLEXION THERAPEUTICS INC | 500,065 | $6.9B | 84.66% | |
| 134 | TWSTTWIST BIOSCIENCE CORP | 276,495 | $6.6B | 81.57% | |
| 135 | HEIHEICO CORP NEW | 66,711 | $6.5B | 80.20% | |
| 136 | WRBBERKLEY W R CORP | 89,155 | $6.4B | 79.56% | |
| 137 | MSGSMADISON SQUARE GARDEN CO NEW | 24,266 | $6.4B | 79.00% | |
| 138 | —MOLECULAR TEMPLATES INC | 966,182 | $6.4B | 78.66% | |
| 139 | GOLGBPGOL LINHAS AEREAS INTLG S A | 410,857 | $6.4B | 78.52% | |
| 140 | PFPTPROOFPOINT INC | 48,929 | $6.3B | 78.00% | |
| 141 | SNAPSNAP INC | 384,670 | $6.1B | 75.09% | |
| 142 | AEOAMERICAN EAGLE OUTFITTERS IN | 367,171 | $6.0B | 73.58% | |
| 143 | —ALTUS MIDSTREAM CO | 2,090,346 | $5.9B | 73.09% | |
| 144 | SPLKCHFSPLUNK INC | 48,328 | $5.7B | 70.37% | |
| 145 | NVEEUSDNV5 GLOBAL INC | 82,911 | $5.7B | 69.92% | |
| 146 | AXGNAXOGEN INC | 445,322 | $5.6B | 68.66% | |
| 147 | FNDFLOOR & DECOR HLDGS INC | 108,117 | $5.5B | 68.32% | |
| 148 | VMCVULCAN MATLS CO | 36,357 | $5.5B | 67.93% | |
| 149 | —BARCLAYS BK PLC | 226,547 | $5.4B | 66.44% | |
| 150 | IRBTQIROBOT CORP | 86,309 | $5.3B | 65.76% | |
| 151 | IQIQIYI INC | 327,406 | $5.3B | 65.24% | |
| 152 | IBNICICI BK LTD | 430,808 | $5.2B | 64.82% | |
| 153 | KRUSKURA SUSHI USA INC | 265,101 | $5.2B | 64.25% | |
| 154 | ZEN1EURZENDESK INC | 69,914 | $5.1B | 62.94% | |
| 155 | ZMZOOM VIDEO COMMUNICATIONS IN | 64,479 | $4.9B | 60.70% | |
| 156 | —K12 INC | 185,352 | $4.9B | 60.45% | |
| 157 | NTRANATERA INC | 147,231 | $4.8B | 59.66% | |
| 158 | —MESA AIR GROUP INC | 687,199 | $4.6B | 57.26% | |
| 159 | BATRAUSDLIBERTY MEDIA CORP DELAWARE | 156,209 | $4.3B | 53.70% | |
| 160 | BKIEURBLACK KNIGHT INC | 70,327 | $4.3B | 53.05% | |
| 161 | CRWDCROWDSTRIKE HLDGS INC | 68,997 | $4.0B | 49.70% | |
| 162 | FWONALIBERTY MEDIA CORP DELAWARE | 95,372 | $4.0B | 49.01% | |
| 163 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 211,631 | $3.9B | 48.61% | |
| 164 | PLMRPALOMAR HLDGS INC | 99,181 | $3.9B | 48.30% | |
| 165 | SIXEURSIX FLAGS ENTMT CORP NEW | 76,416 | $3.9B | 47.95% | |
| 166 | HQYHEALTHEQUITY INC | 67,506 | $3.9B | 47.66% | |
| 167 | ATVIEURACTIVISION BLIZZARD INC | 71,219 | $3.8B | 46.56% | |
| 168 | —MISONIX INC | 186,107 | $3.7B | 46.22% | |
| 169 | PODDINSULET CORP | 22,568 | $3.7B | 45.98% | |
| 170 | —QUOTIENT LTD | 447,445 | $3.5B | 42.95% | |
| 171 | TCMDTACTILE SYS TECHNOLOGY INC | 78,808 | $3.3B | 41.20% | |
| 172 | PAGPENSKE AUTOMOTIVE GRP INC | 70,057 | $3.3B | 40.92% | |
| 173 | FANGDIAMONDBACK ENERGY INC | 36,491 | $3.3B | 40.53% | |
| 174 | FLNGFLEX LNG LTD | 335,326 | $3.2B | 39.98% | |
| 175 | —R1 RCM INC | 361,227 | $3.2B | 39.85% | |
| 176 | —BLUEBIRD BIO INC | 31,761 | $2.9B | 36.02% | |
| 177 | THOTHOR INDS INC | 47,969 | $2.7B | 33.57% | |
| 178 | PLNTPLANET FITNESS INC | 44,710 | $2.6B | 31.96% | |
| 179 | SILKSILK ROAD MEDICAL INC | 75,505 | $2.5B | 30.34% | |
| 180 | —ALASKA COMMUNICATIONS SYS GR | 1,340,186 | $2.3B | 28.48% | |
| 181 | —GASLOG LTD | 174,184 | $2.2B | 27.65% | |
| 182 | —ENTERCOM COMMUNICATIONS CORP | 668,842 | $2.2B | 27.60% | |
| 183 | APPNAPPIAN CORP | 44,831 | $2.1B | 26.30% | |
| 184 | WPMWHEATON PRECIOUS METALS CORP | 79,965 | $2.1B | 25.92% | |
| 185 | JPMJPMORGAN CHASE & CO | 17,161 | $2.0B | 24.96% | |
| 186 | YETIYETI HLDGS INC | 71,183 | $2.0B | 24.62% | |
| 187 | ZZILLOW GROUP INC | 65,194 | $1.9B | 24.02% | |
| 188 | LHCGUSDLHC GROUP INC | 17,048 | $1.9B | 23.92% | |
| 189 | —SOCIAL CAP HEDOSOPHIA HLDGS | 168,329 | $1.9B | 23.79% | |
| 190 | DOCUDOCUSIGN INC | 30,093 | $1.9B | 23.02% | |
| 191 | BSXBOSTON SCIENTIFIC CORP | 41,618 | $1.7B | 20.92% | |
| 192 | PIIMPINJ INC | 46,966 | $1.4B | 17.89% | |
| 193 | PENPENUMBRA INC | 10,612 | $1.4B | 17.63% | |
| 194 | PDPAGERDUTY INC | 50,422 | $1.4B | 17.59% | |
| 195 | —VAPOTHERM INC | 144,008 | $1.4B | 16.85% | |
| 196 | VRAYQVIEWRAY INC | 433,449 | $1.3B | 15.53% | |
| 197 | ZUOUSDZUORA INC | 82,623 | $1.2B | 15.36% | |
| 198 | —SENESTECH INC | 1,220,950 | $1.2B | 15.23% | |
| 199 | SHWSHERWIN WILLIAMS CO | 2,095 | $1.2B | 14.23% | |
| 200 | GOGROCERY OUTLET HLDG CORP | 32,776 | $1.1B | 14.05% |