GILDER GAGNON HOWE & CO LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$5.4B
Holdings
244
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (244 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NKENIKE INC | 103,186 | $12.1B | 225.20% | |
| 102 | WRBYWARBY PARKER INC | 832,749 | $11.2B | 209.53% | |
| 103 | TEAMATLASSIAN CORPORATION | 86,855 | $11.2B | 208.46% | |
| 104 | MCDMCDONALDS CORP | 42,313 | $11.2B | 207.98% | |
| 105 | NOWSERVICENOW INC | 28,145 | $10.9B | 203.83% | |
| 106 | RSTEM INC | 1,218,095 | $10.9B | 203.12% | |
| 107 | —NEW VISTA ACQUISITION CORP | 1,043,675 | $10.5B | 196.50% | |
| 108 | RBLXROBLOX CORP | 357,068 | $10.2B | 189.54% | |
| 109 | T7DTRANSDIGM GROUP INC | 16,115 | $10.1B | 189.26% | |
| 110 | FNVFRANCO NEV CORP | 70,262 | $9.6B | 178.86% | |
| 111 | GDXVANECK ETF TRUST | 334,072 | $9.6B | 178.58% | |
| 112 | SITMSITIME CORP | 92,035 | $9.4B | 174.44% | |
| 113 | BECNUSDBEACON ROOFING SUPPLY INC | 177,021 | $9.3B | 174.30% | |
| 114 | SUSUNCOR ENERGY INC NEW | 283,210 | $9.0B | 167.61% | |
| 115 | EXECHESAPEAKE ENERGY CORP | 94,195 | $8.9B | 165.80% | |
| 116 | AEMAGNICO EAGLE MINES LTD | 168,756 | $8.8B | 163.65% | |
| 117 | WRBBERKLEY W R CORP | 119,208 | $8.7B | 161.36% | |
| 118 | INDIINDIE SEMICONDUCTOR INC | 1,380,638 | $8.0B | 150.13% | |
| 119 | HEIHEICO CORP NEW | 62,799 | $7.5B | 140.38% | |
| 120 | ONONON HLDG AG | 419,218 | $7.2B | 134.18% | |
| 121 | EXASEXACT SCIENCES CORP | 141,141 | $7.0B | 130.34% | |
| 122 | REEVEREST RE GROUP LTD | 20,741 | $6.9B | 128.16% | |
| 123 | TECK/BTECK RESOURCES LTD | 178,912 | $6.8B | 126.21% | |
| 124 | HEESEURH & E EQUIPMENT SERVICES INC | 140,968 | $6.4B | 119.37% | |
| 125 | KRSPRICE ACQUISITION CORP II | 628,752 | $6.4B | 119.27% | |
| 126 | PHATPHATHOM PHARMACEUTICALS INC | 551,827 | $6.2B | 115.48% | |
| 127 | DDOGDATADOG INC | 80,621 | $5.9B | 110.53% | |
| 128 | APAAPA CORPORATION | 115,111 | $5.4B | 100.22% | |
| 129 | CEIXEURCONSOL ENERGY INC NEW | 82,154 | $5.3B | 99.60% | |
| 130 | BACVERIZON COMMUNICATIONS INC | 135,039 | $5.3B | 99.24% | |
| 131 | ETSYETSY INC | 43,304 | $5.2B | 96.75% | |
| 132 | PAGPENSKE AUTOMOTIVE GRP INC | 45,100 | $5.2B | 96.68% | |
| 133 | SPNTSIRIUSPOINT LTD | 851,759 | $5.0B | 93.73% | |
| 134 | RCUSARCUS BIOSCIENCES INC | 238,839 | $4.9B | 92.13% | |
| 135 | AGIALAMOS GOLD INC NEW | 483,609 | $4.9B | 91.19% | |
| 136 | SNAPSNAP INC | 528,686 | $4.7B | 88.26% | |
| 137 | TSCOTRACTOR SUPPLY CO | 21,009 | $4.7B | 88.16% | |
| 138 | PTONPELOTON INTERACTIVE INC | 587,822 | $4.7B | 87.05% | |
| 139 | VMCVULCAN MATLS CO | 26,038 | $4.6B | 85.04% | |
| 140 | RNRRENAISSANCERE HLDGS LTD | 24,317 | $4.5B | 83.56% | |
| 141 | SKE.TOSKEENA RES LTD NEW | 833,447 | $4.4B | 82.70% | |
| 142 | ELFE L F BEAUTY INC | 79,740 | $4.4B | 82.25% | |
| 143 | COSTCOSTCO WHSL CORP NEW | 9,536 | $4.4B | 81.20% | |
| 144 | CDXSCODEXIS INC | 925,828 | $4.3B | 80.47% | |
| 145 | BEAMBEAM THERAPEUTICS INC | 108,116 | $4.2B | 78.87% | |
| 146 | NARIUSDINARI MED INC | 66,404 | $4.2B | 78.72% | |
| 147 | PLNTPLANET FITNESS INC | 50,671 | $4.0B | 74.48% | |
| 148 | FERGFERGUSON PLC NEW | 29,687 | $3.8B | 70.31% | |
| 149 | —APOLLO ENDOSURGERY INC | 373,005 | $3.7B | 69.36% | |
| 150 | ARGXARGENX SE | 9,748 | $3.7B | 68.88% | |
| 151 | FINWFINWISE BANCORP | 350,445 | $3.2B | 60.53% | |
| 152 | BRZEBRAZE INC | 112,458 | $3.1B | 57.22% | |
| 153 | RNGRINGCENTRAL INC | 84,972 | $3.0B | 56.11% | |
| 154 | NUAGNEW PAC METALS CORP | 1,315,751 | $3.0B | 55.22% | |
| 155 | WPMWHEATON PRECIOUS METALS CORP | 75,696 | $3.0B | 55.18% | |
| 156 | AJRDEURAEROJET ROCKETDYNE HLDGS INC | 52,197 | $2.9B | 54.45% | |
| 157 | SGSWEETGREEN INC | 333,915 | $2.9B | 53.38% | |
| 158 | NVTA1EURINVITAE CORP | 1,512,291 | $2.8B | 52.47% | |
| 159 | GKOSGLAUKOS CORP | 64,304 | $2.8B | 52.39% | |
| 160 | MGPIMGP INGREDIENTS INC NEW | 25,491 | $2.7B | 50.58% | |
| 161 | CLFDCLEARFIELD INC | 27,749 | $2.6B | 48.72% | |
| 162 | BLZEBACKBLAZE INC | 387,631 | $2.4B | 44.47% | |
| 163 | PLMRPALOMAR HLDGS INC | 52,608 | $2.4B | 44.31% | |
| 164 | FWONALIBERTY MEDIA CORP DEL | 39,693 | $2.4B | 44.26% | |
| 165 | HEIHEICO CORP NEW | 15,159 | $2.3B | 43.44% | |
| 166 | SHLSSHOALS TECHNOLOGIES GROUP IN | 94,165 | $2.3B | 43.33% | |
| 167 | KYMRKYMERA THERAPEUTICS INC | 90,186 | $2.3B | 41.99% | |
| 168 | SRPTSAREPTA THERAPEUTICS INC | 17,011 | $2.2B | 41.11% | |
| 169 | WFCWELLS FARGO CO NEW | 52,330 | $2.2B | 40.30% | |
| 170 | JPMJPMORGAN CHASE & CO | 15,856 | $2.1B | 39.66% | |
| 171 | BWINBRP GROUP INC | 84,560 | $2.1B | 39.65% | |
| 172 | ZZFCARPARTS COM INC | 324,831 | $2.0B | 37.93% | |
| 173 | SLBSCHLUMBERGER LTD | 36,664 | $2.0B | 36.56% | |
| 174 | —OLINK HLDG AB | 75,773 | $1.9B | 35.87% | |
| 175 | GFSGLOBALFOUNDRIES INC | 35,075 | $1.9B | 35.26% | |
| 176 | RNLXUSDRENALYTIX PLC | 1,009,083 | $1.9B | 35.20% | |
| 177 | IRTCIRHYTHM TECHNOLOGIES INC | 19,900 | $1.9B | 34.77% | |
| 178 | GTXGARRETT MOTION INC | 238,782 | $1.8B | 33.94% | |
| 179 | LBRTLIBERTY ENERGY INC | 109,410 | $1.8B | 32.67% | |
| 180 | AZULQAZUL S A | 264,730 | $1.6B | 30.17% | |
| 181 | RLAYRELAY THERAPEUTICS INC | 107,958 | $1.6B | 30.08% | |
| 182 | PODDINSULET CORP | 5,272 | $1.6B | 28.95% | |
| 183 | OPHTEURIVERIC BIO INC | 72,292 | $1.5B | 28.87% | |
| 184 | KRTXKARUNA THERAPEUTICS INC | 7,571 | $1.5B | 27.75% | |
| 185 | ATVIEURACTIVISION BLIZZARD INC | 18,993 | $1.5B | 27.12% | |
| 186 | CRMSALESFORCE INC | 10,782 | $1.4B | 26.66% | |
| 187 | CROXCROCS INC | 13,041 | $1.4B | 26.37% | |
| 188 | SHWSHERWIN WILLIAMS CO | 5,795 | $1.4B | 25.65% | |
| 189 | —LESLIES INC | 111,885 | $1.4B | 25.48% | |
| 190 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,327 | $1.3B | 24.93% | |
| 191 | CYTKCYTOKINETICS INC | 27,320 | $1.3B | 23.35% | |
| 192 | UTHUNITED THERAPEUTICS CORP DEL | 4,451 | $1.2B | 23.09% | |
| 193 | SBUXSTARBUCKS CORP | 12,292 | $1.2B | 22.74% | |
| 194 | ASPNASPEN AEROGELS INC | 100,828 | $1.2B | 22.17% | |
| 195 | ATENA10 NETWORKS INC | 70,696 | $1.2B | 21.93% | |
| 196 | CYBRCYBERARK SOFTWARE LTD | 8,794 | $1.1B | 21.27% | |
| 197 | VEEVVEEVA SYS INC | 6,653 | $1.1B | 20.03% | |
| 198 | RVNCEURREVANCE THERAPEUTICS INC | 52,939 | $977.3M | 18.23% | |
| 199 | PENPENUMBRA INC | 4,387 | $975.9M | 18.20% | |
| 200 | SONOSONOS INC | 55,933 | $945.3M | 17.63% |