GILDER GAGNON HOWE & CO LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$7.1T
Holdings
267
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (267 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX COM INC COM | 1,669,575 | $446.9B | 6.33% | |
| 2 | AMZNAMAZON.COM INC | 254,043 | $381.6B | 5.40% | |
| 3 | RNGRINGCENTRAL INC-CLASS A | 2,358,985 | $194.5B | 2.75% | |
| 4 | TSLATESLA INC COM | 572,218 | $190.4B | 2.70% | |
| 5 | ETSYETSY INC COM | 3,955,618 | $188.2B | 2.66% | |
| 6 | CHGGCHEGG INC COM USD0.001 | 5,453,286 | $155.0B | 2.19% | |
| 7 | —OCADO GROUP PLC ORD GBP0.02 ISIN #GB00B3MBS747 SEDOL #B3MBS74 | 14,243,977 | $143.3B | 2.03% | |
| 8 | METAFACEBOOK INC-CLASS A | 1,075,494 | $141.0B | 2.00% | |
| 9 | EXASEXACT SCIENCES CORP | 1,897,791 | $119.8B | 1.70% | |
| 10 | MDBMONGODB INC CL A | 1,390,598 | $116.4B | 1.65% | |
| 11 | NYTNEW YORK TIMES CO CL A | 5,187,264 | $115.6B | 1.64% | |
| 12 | ROKUROKU INC COM CL A | 3,549,154 | $108.7B | 1.54% | |
| 13 | SRPTSAREPTA THERAPEUTICS INC COM | 975,705 | $106.5B | 1.51% | |
| 14 | OKTAOKTA INC CL A | 1,634,119 | $104.3B | 1.48% | |
| 15 | WWEUSDWORLD WRESTLING ENTERTAINMENT INC CL A | 1,381,396 | $103.2B | 1.46% | |
| 16 | —2U INC COM USD0.001 | 2,069,855 | $102.9B | 1.46% | |
| 17 | HUBSHUBSPOT INC COM | 816,508 | $102.7B | 1.45% | |
| 18 | ADSKAUTODESK INC COM | 792,619 | $101.9B | 1.44% | |
| 19 | AZULQAZUL SA SPON ADR EACH REP 3 PFD SHS | 3,632,009 | $100.6B | 1.42% | |
| 20 | ISRGINTUITIVE SURGICAL INC COM NEW | 205,014 | $98.2B | 1.39% | |
| 21 | XYZSQUARE INC CL A | 1,671,235 | $93.7B | 1.33% | |
| 22 | SHAKSHAKE SHACK INC CL A | 2,025,800 | $92.0B | 1.30% | |
| 23 | ANETEURARISTA NETWORKS INC COM USD0.0001 | 430,010 | $90.6B | 1.28% | |
| 24 | DC4DEXCOM INC | 737,524 | $88.4B | 1.25% | |
| 25 | TWTRUSDTWITTER INC COM USD0.000005 | 3,022,243 | $86.9B | 1.23% | |
| 26 | CRMSALESFORCE.COM INC COM USD0.001 | 630,545 | $86.4B | 1.22% | |
| 27 | ADBEADOBE INC COM | 370,121 | $83.7B | 1.19% | |
| 28 | FRPTFRESHPET INC COM | 2,594,469 | $83.4B | 1.18% | |
| 29 | TDOCTELADOC HEALTH INC COM | 1,513,461 | $75.0B | 1.06% | |
| 30 | FIVEFIVE BELOW INC COM | 709,736 | $72.6B | 1.03% | |
| 31 | ABMDEURABIOMED INC COM USD0.01 | 221,201 | $71.9B | 1.02% | |
| 32 | GKOSGLAUKOS CORP COM | 1,263,837 | $71.0B | 1.00% | |
| 33 | ALNYALNYLAM PHARMACEUTICALS INC | 954,596 | $69.6B | 0.99% | |
| 34 | SSTISHOTSPOTTER INC COM | 2,187,139 | $68.2B | 0.97% | |
| 35 | EPAMEPAM SYS INC COM USD0.001 | 579,289 | $67.2B | 0.95% | |
| 36 | LGIHLGI HOMES INC COM | 1,475,673 | $66.7B | 0.94% | |
| 37 | GOOGALPHABET INC CAP STK CL C | 63,794 | $66.1B | 0.94% | |
| 38 | TMUST MOBILE US INC COM USD0.00001 | 955,524 | $60.8B | 0.86% | |
| 39 | GSGOLDMAN SACHS GROUP INC COM USD0.01 | 360,487 | $60.2B | 0.85% | |
| 40 | MSFTMICROSOFT CORP | 584,354 | $59.4B | 0.84% | |
| 41 | —ADYEN NV 144A | 109,231 | $59.3B | 0.84% | |
| 42 | MLMMARTIN MARIETTA MATERIALS INC COM USD0.01 | 342,108 | $58.8B | 0.83% | |
| 43 | AEOAMERICAN EAGLE OUTFITTERS INC COM | 3,029,649 | $58.6B | 0.83% | |
| 44 | POOLPOOL CORP COM | 390,523 | $58.1B | 0.82% | |
| 45 | LPSNUSDLIVEPERSON INC COM USD0.001 | 3,054,142 | $57.6B | 0.82% | |
| 46 | —TENCENT HOLDINGS LIMITED HKD0.00002 ISIN #KYG875721634 SEDOL #BM | 1,417,987 | $56.9B | 0.81% | |
| 47 | BABAALIBABA GROUP HOLDING LTD SPON ADS EACH REP ONE ORD SHS | 410,518 | $56.3B | 0.80% | |
| 48 | —BIOSCRIP INC | 15,571,146 | $55.6B | 0.79% | |
| 49 | NVTA1EURINVITAE CORP COM | 4,957,803 | $54.8B | 0.78% | |
| 50 | GSHDGOOSEHEAD INS INC COM CL A | 1,833,202 | $48.2B | 0.68% | |
| 51 | FTCHQFARFETCH LTD COM USD0.04 CLASS A | 2,705,376 | $47.9B | 0.68% | |
| 52 | GOOGLALPHABET INC CAP STK CL A | 45,668 | $47.7B | 0.68% | |
| 53 | MTCHEURMATCH GROUP INC COM | 1,115,118 | $47.7B | 0.68% | |
| 54 | —GTT COMMUNICATIONS INC COM USD0.0001 | 2,005,260 | $47.4B | 0.67% | |
| 55 | SENS1GBPSENSEONICS HLDGS INC COM | 17,943,453 | $46.5B | 0.66% | |
| 56 | HDBHDFC BANK LTD SPON ADS EACH REP 3 ORD SHS | 432,509 | $44.8B | 0.63% | |
| 57 | GLOBGLOBANT SA USD1.20 | 781,939 | $44.0B | 0.62% | |
| 58 | SSNCSS&C TECHNOLOGIES HLDGS INC COM | 963,442 | $43.5B | 0.62% | |
| 59 | MLB1MERCADOLIBRE INC COM USD0.001 | 132,035 | $38.7B | 0.55% | |
| 60 | ATVIEURACTIVISION BLIZZARD INC COM USD0.000001 | 799,323 | $37.2B | 0.53% | |
| 61 | SHOPSHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 | 252,948 | $35.0B | 0.50% | |
| 62 | TALTAL EDUCATION GROUP SPON ADS EACH REP 0.3333 CL A ORD SHS | 1,230,333 | $32.8B | 0.46% | |
| 63 | ILMNILLUMINA INC COM USD0.001 | 106,509 | $31.9B | 0.45% | |
| 64 | —LONZA GROUP AG-REG ISIN #CH0013841017 SEDOL #7333378 | 111,033 | $28.9B | 0.41% | |
| 65 | EVBGEUREVERBRIDGE INC COM | 502,585 | $28.5B | 0.40% | |
| 66 | —FLEXION THERAPEUTICS INC COM | 2,389,960 | $27.1B | 0.38% | |
| 67 | NVDANVIDIA CORP | 200,348 | $26.7B | 0.38% | |
| 68 | TEAMATLASSIAN CORPORATION PLC COM USD0.1 CL A | 297,953 | $26.5B | 0.38% | |
| 69 | NOWSERVICENOW INC COM USD0.001 | 144,539 | $25.7B | 0.36% | |
| 70 | BACVERIZON COMMUNICATIONS | 421,501 | $23.7B | 0.34% | |
| 71 | —EROS INTERNATIONAL COM GBP0.30 | 2,729,540 | $22.6B | 0.32% | |
| 72 | WDAYWORKDAY INC COM USD0.001 CL A | 138,129 | $22.1B | 0.31% | |
| 73 | FNDFLOOR &DECOR HLDGS INC CL A | 817,971 | $21.2B | 0.30% | |
| 74 | ZLABZAI LAB LIMITED ADS EACH REP 1 ORD SHS | 879,640 | $20.4B | 0.29% | |
| 75 | PYPLPAYPAL HLDGS INC COM | 242,714 | $20.4B | 0.29% | |
| 76 | KRNTKORNIT DIGITAL LTD ORD ILS0.01 | 1,062,931 | $19.9B | 0.28% | |
| 77 | —SPARK THERAPEUTICS INC COM | 507,941 | $19.9B | 0.28% | |
| 78 | BANDBANDWIDTH INC COM CL A | 480,161 | $19.6B | 0.28% | |
| 79 | EHTHEHEALTH INC COM | 481,205 | $18.5B | 0.26% | |
| 80 | GLPGGALAPAGOS NV NPV ISIN #BE0003818359 SEDOL #B07Q2V5 | 200,345 | $18.4B | 0.26% | |
| 81 | JDJD.COM INC SPON ADS EACH REPR 2 ORD SHS CLASS A | 872,898 | $18.3B | 0.26% | |
| 82 | MAMASTERCARD INC CL A | 96,133 | $18.1B | 0.26% | |
| 83 | QTRXQUANTERIX CORP COM | 982,157 | $18.0B | 0.25% | |
| 84 | —NUVECTRA CORP COM | 1,043,349 | $17.0B | 0.24% | |
| 85 | SITESITEONE LANDSCAPE SUPPLY INC COM | 306,348 | $16.9B | 0.24% | |
| 86 | LHCGUSDLHC GROUP INC COM | 179,584 | $16.9B | 0.24% | |
| 87 | NTDOYNINTENDO CO LTD ADR(8 CNV INTO 1 ORD)NPV | 498,250 | $16.6B | 0.24% | |
| 88 | CVNACARVANA CO CL A | 502,449 | $16.4B | 0.23% | |
| 89 | ENPHENPHASE ENERGY INC COM USD0.00001 | 3,460,509 | $16.4B | 0.23% | |
| 90 | BATRKUSDLIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP | 647,518 | $16.1B | 0.23% | |
| 91 | QTWOQ2 HLDGS INC COM | 319,404 | $15.8B | 0.22% | |
| 92 | SIENUSDSIENTRA INC COM USD0.01 | 1,236,198 | $15.7B | 0.22% | |
| 93 | SIL1EURSILVERCREST METALS INC COM NPV ISIN #CA8283631015 SEDOL #BYVY3D2 | 5,271,344 | $15.4B | 0.22% | |
| 94 | —RIGHTMOVE ORD GBP0.001 ISIN #GB00BGDT3G23 SEDOL #BGDT3G2 | 2,782,476 | $15.3B | 0.22% | |
| 95 | COUPEURCOUPA SOFTWARE INC COM | 237,371 | $14.9B | 0.21% | |
| 96 | GDXVANECK VECTORS ETF TR GOLD MINERS ETF | 683,974 | $14.4B | 0.20% | |
| 97 | PANWPALO ALTO NETWORKS INC COM USD0.0001 | 75,874 | $14.3B | 0.20% | |
| 98 | —FORESCOUT TECHNOLOGIES INC COM | 549,653 | $14.3B | 0.20% | |
| 99 | LITELUMENTUM HLDGS INC COM | 337,607 | $14.2B | 0.20% | |
| 100 | GRA1EURGRACE(W.R.)&CO COM USD0.01 | 217,601 | $14.1B | 0.20% |
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