GILDER GAGNON HOWE & CO LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$7.3B
Holdings
250
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (250 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ARVNARVINAS INC | 333,524 | $13.7B | 188.40% | |
| 102 | CNMCORE & MAIN INC | 339,119 | $13.7B | 188.07% | |
| 103 | KRNTKORNIT DIGITAL LTD | 705,020 | $13.5B | 185.39% | |
| 104 | CTOSCUSTOM TRUCK ONE SOURCE INC | 2,160,864 | $13.4B | 183.28% | |
| 105 | PHATPHATHOM PHARMACEUTICALS INC | 1,455,132 | $13.3B | 182.33% | |
| 106 | MKTXMARKETAXESS HLDGS INC | 44,735 | $13.1B | 179.80% | |
| 107 | BECNUSDBEACON ROOFING SUPPLY INC | 147,094 | $12.8B | 175.67% | |
| 108 | SPOTSPOTIFY TECHNOLOGY S A | 68,110 | $12.8B | 175.65% | |
| 109 | GTXGARRETT MOTION INC | 1,255,229 | $12.1B | 166.59% | |
| 110 | DDOGDATADOG INC | 99,687 | $12.1B | 166.06% | |
| 111 | WRBBERKLEY W R CORP | 168,274 | $11.9B | 163.32% | |
| 112 | DECDIVERSIFIED ENERGY COMPANY P | 835,388 | $11.9B | 162.96% | |
| 113 | SBUXSTARBUCKS CORP | 115,485 | $11.1B | 152.17% | |
| 114 | EXASEXACT SCIENCES CORP | 146,002 | $10.8B | 148.24% | |
| 115 | SITMSITIME CORP | 86,607 | $10.6B | 145.11% | |
| 116 | ENVXENOVIX CORPORATION | 823,270 | $10.3B | 141.46% | |
| 117 | MQ8MAG SILVER CORP | 981,267 | $10.2B | 140.19% | |
| 118 | XOMEXXON MOBIL CORP | 97,659 | $9.8B | 134.00% | |
| 119 | SPTSPROUT SOCIAL INC | 156,845 | $9.6B | 132.25% | |
| 120 | SDRLSEADRILL 2021 LTD | 202,139 | $9.6B | 131.16% | |
| 121 | GDXVANECK ETF TRUST | 303,198 | $9.4B | 129.04% | |
| 122 | FRSHFRESHWORKS INC | 390,592 | $9.2B | 125.92% | |
| 123 | SUSUNCOR ENERGY INC NEW | 272,567 | $8.7B | 119.85% | |
| 124 | HEIHEICO CORP NEW | 60,448 | $8.6B | 118.17% | |
| 125 | CFLTCONFLUENT INC | 359,771 | $8.4B | 115.54% | |
| 126 | HCPHASHICORP INC | 354,927 | $8.4B | 115.15% | |
| 127 | CEIXEURCONSOL ENERGY INC NEW | 78,565 | $7.9B | 108.40% | |
| 128 | NKENIKE INC | 72,392 | $7.9B | 107.87% | |
| 129 | FNVFRANCO NEV CORP | 67,368 | $7.5B | 102.45% | |
| 130 | AZULQAZUL S A | 766,001 | $7.4B | 101.87% | |
| 131 | HEESEURH & E EQUIPMENT SERVICES INC | 140,723 | $7.4B | 101.05% | |
| 132 | CCOCLEAR CHANNEL OUTDOOR HLDGS | 3,920,361 | $7.1B | 97.92% | |
| 133 | PAGPENSKE AUTOMOTIVE GRP INC | 44,298 | $7.1B | 97.58% | |
| 134 | GEGENERAL ELECTRIC CO | 54,659 | $7.0B | 95.74% | |
| 135 | GKOSGLAUKOS CORP | 87,461 | $7.0B | 95.41% | |
| 136 | CRMSALESFORCE INC | 25,502 | $6.7B | 92.10% | |
| 137 | SKWDSKYWARD SPECIALTY INS GROUP | 197,658 | $6.7B | 91.91% | |
| 138 | AGIALAMOS GOLD INC NEW | 465,649 | $6.3B | 86.08% | |
| 139 | RXSTRXSIGHT INC | 152,016 | $6.1B | 84.12% | |
| 140 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 1,233,514 | $6.0B | 82.95% | |
| 141 | COSTCOSTCO WHSL CORP NEW | 9,129 | $6.0B | 82.70% | |
| 142 | PENNPENN ENTERTAINMENT INC | 221,875 | $5.8B | 79.23% | |
| 143 | FERGFERGUSON PLC NEW | 29,623 | $5.7B | 78.49% | |
| 144 | VMCVULCAN MATLS CO | 24,617 | $5.6B | 76.70% | |
| 145 | DHID R HORTON INC | 35,806 | $5.4B | 74.68% | |
| 146 | FIHLFIDELIS INSURANCE HOLDINGS L | 413,320 | $5.2B | 71.87% | |
| 147 | WRBYWARBY PARKER INC | 361,979 | $5.1B | 70.05% | |
| 148 | AMDADVANCED MICRO DEVICES INC | 32,670 | $4.8B | 66.09% | |
| 149 | KVYOKLAVIYO INC | 169,496 | $4.7B | 64.62% | |
| 150 | ARMARM HOLDINGS PLC | 54,420 | $4.1B | 56.12% | |
| 151 | BIRKBIRKENSTOCK HOLDING PLC | 83,735 | $4.1B | 56.00% | |
| 152 | INFNEURINFINERA CORP | 845,476 | $4.0B | 55.12% | |
| 153 | HRIHERC HLDGS INC | 26,332 | $3.9B | 53.81% | |
| 154 | APAAPA CORPORATION | 107,783 | $3.9B | 53.08% | |
| 155 | JPMJPMORGAN CHASE & CO | 22,343 | $3.8B | 52.16% | |
| 156 | SSNCSS&C TECHNOLOGIES HLDGS INC | 60,296 | $3.7B | 50.57% | |
| 157 | TXRHTEXAS ROADHOUSE INC | 30,048 | $3.7B | 50.41% | |
| 158 | WPMWHEATON PRECIOUS METALS CORP | 72,531 | $3.6B | 49.11% | |
| 159 | FINWFINWISE BANCORP | 246,017 | $3.5B | 48.32% | |
| 160 | URIUNITED RENTALS INC | 5,943 | $3.4B | 46.77% | |
| 161 | WMTWALMART INC | 21,297 | $3.4B | 46.08% | |
| 162 | ARGXARGENX SE | 8,508 | $3.2B | 44.42% | |
| 163 | COINCOINBASE GLOBAL INC | 18,258 | $3.2B | 43.58% | |
| 164 | EXECHESAPEAKE ENERGY CORP | 39,531 | $3.0B | 41.74% | |
| 165 | UBERUBER TECHNOLOGIES INC | 47,821 | $2.9B | 40.41% | |
| 166 | SKE.TOSKEENA RES LTD NEW | 576,548 | $2.8B | 38.61% | |
| 167 | FWONALIBERTY MEDIA CORP DEL | 42,989 | $2.7B | 37.25% | |
| 168 | SHWSHERWIN WILLIAMS CO | 8,655 | $2.7B | 37.05% | |
| 169 | RCUSARCUS BIOSCIENCES INC | 139,170 | $2.7B | 36.48% | |
| 170 | HEIHEICO CORP NEW | 14,806 | $2.6B | 36.35% | |
| 171 | BLZEBACKBLAZE INC | 348,731 | $2.6B | 36.33% | |
| 172 | PIIMPINJ INC | 28,907 | $2.6B | 35.72% | |
| 173 | KRTXKARUNA THERAPEUTICS INC | 7,657 | $2.4B | 33.26% | |
| 174 | TGLSTECNOGLASS INC | 50,263 | $2.3B | 31.53% | |
| 175 | CYTKCYTOKINETICS INC | 26,345 | $2.2B | 30.19% | |
| 176 | IRTCIRHYTHM TECHNOLOGIES INC | 20,468 | $2.2B | 30.07% | |
| 177 | VEEVVEEVA SYS INC | 10,925 | $2.1B | 28.87% | |
| 178 | GFSGLOBALFOUNDRIES INC | 34,057 | $2.1B | 28.32% | |
| 179 | NUAGNEW PAC METALS CORP | 1,045,976 | $2.0B | 27.42% | |
| 180 | SGSWEETGREEN INC | 169,352 | $1.9B | 26.26% | |
| 181 | CYBRCYBERARK SOFTWARE LTD | 8,724 | $1.9B | 26.23% | |
| 182 | TSCOTRACTOR SUPPLY CO | 8,820 | $1.9B | 26.03% | |
| 183 | WSOWATSCO INC | 4,252 | $1.8B | 25.00% | |
| 184 | ANFABERCROMBIE & FITCH CO | 20,506 | $1.8B | 24.83% | |
| 185 | SRPTSAREPTA THERAPEUTICS INC | 17,612 | $1.7B | 23.31% | |
| 186 | BILLBILL HOLDINGS INC | 20,593 | $1.7B | 23.06% | |
| 187 | BRZEBRAZE INC | 31,597 | $1.7B | 23.04% | |
| 188 | AIRSAIRSCULPT TECHNOLOGIES INC | 219,772 | $1.6B | 22.59% | |
| 189 | HIMSHIMS & HERS HEALTH INC | 182,502 | $1.6B | 22.29% | |
| 190 | BBIOBRIDGEBIO PHARMA INC | 40,122 | $1.6B | 22.23% | |
| 191 | CMGCHIPOTLE MEXICAN GRILL INC | 692 | $1.6B | 21.72% | |
| 192 | AFRMAFFIRM HLDGS INC | 31,248 | $1.5B | 21.07% | |
| 193 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,304 | $1.5B | 21.07% | |
| 194 | BSYBENTLEY SYS INC | 26,837 | $1.4B | 19.22% | |
| 195 | EMEEMCOR GROUP INC | 5,954 | $1.3B | 17.60% | |
| 196 | BHVNBIOHAVEN LTD | 29,852 | $1.3B | 17.54% | |
| 197 | IAUI-80 GOLD CORP | 703,253 | $1.2B | 16.99% | |
| 198 | RIGTRANSOCEAN LTD | 193,219 | $1.2B | 16.84% | |
| 199 | PRVAPRIVIA HEALTH GROUP INC | 52,836 | $1.2B | 16.70% | |
| 200 | DASHDOORDASH INC | 11,934 | $1.2B | 16.20% |