GILDER GAGNON HOWE & CO LLC

New York, NY · CIK 902464 · 13F filing filed 2023-08-14

SEC-registered investment adviser since 2006 · limited liability company

Assets managed$12.1bn
Staff84 · 55 in investment roles
Main clients (by assets)High net worth individuals 76%, Companies 16%, Individuals 3%
Form ADV · 2026-03-24SEC adviser record

Legal entityGILDER GAGNON HOWE & CO. LLC (US)

$7.3bn reported value +21.0% vs Q1 2023

342positions

32.0%in top 10

111 new 76 added 150 reduced 14 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TESLA INC COM TSLA	TSLA	2,000,715	$523.7m7.17%	7.17%	Reduced -72.4k	-72,361 -3.5%
2	AMAZON COM INC COM AMZN	AMZN	2,131,713	$277.9m3.80%	3.80%	Added +4.5k	+4,511 0.2%
3	NETFLIX INC COM NFLX	NFLX	597,548	$263.2m3.60%	3.60%	Reduced -17.0k	-17,024 -2.8%
4	NVIDIA CORPORATION COM NVDA	NVDA	561,451	$237.5m3.25%	3.25%	Reduced -42.2k	-42,168 -7.0%
5	MONGODB INC CL A MDB	MDB	527,711	$216.9m2.97%	2.97%	Reduced -17.8k	-17,818 -3.3%
6	CLOUDFLARE INC CL A COM NET	NET	2,763,015	$180.6m2.47%	2.47%	Added +406	+406 0.0%
7	META PLATFORMS INC CL A META	META	583,286	$167.4m2.29%	2.29%	Reduced -3.3k	-3,321 -0.6%
8	INSPIRE MED SYS INC COM INSP	INSP	496,053	$161.0m2.20%	2.20%	Reduced -15.6k	-15,620 -3.0%
9	SHOCKWAVE MED INC COM SWAV	SWAV	563,616	$160.9m2.20%	2.20%	Reduced -36.3k	-36,342 -6.1%
10	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	441,570	$151.0m2.07%	2.07%	Added +16.6k	+16,584 3.9%
11	ELI LILLY & CO COM LLY	LLY	317,517	$148.9m2.04%	2.04%	Added +21.4k	+21,450 7.2%
12	HUBSPOT INC COM HUBS	HUBS	245,205	$130.5m1.79%	1.79%	Reduced -33.5k	-33,482 -12.0%
13	DUOLINGO INC CL A COM DUOL	DUOL	911,040	$130.2m1.78%	1.78%	Reduced -13.9k	-13,854 -1.5%
14	SHAKE SHACK INC CL A SHAK	SHAK	1,567,970	$121.9m1.67%	1.67%	Reduced -19.1k	-19,067 -1.2%
15	POOL CORP COM POOL	POOL	318,738	$119.4m1.63%	1.63%	Added +9.1k	+9,145 3.0%
16	FRESHPET INC COM FRPT	FRPT	1,732,504	$114.0m1.56%	1.56%	Added +1.2k	+1,172 0.1%
17	ALNYLAM PHARMACEUTICALS INC COM ALNY	ALNY	598,696	$113.7m1.56%	1.56%	Reduced -22.5k	-22,512 -3.6%
18	CANADIAN PACIFIC KANSAS CITY COM CP	CP	1,341,525	$108.4m1.48%	1.48%	New
19	PROCORE TECHNOLOGIES INC COM PCOR	PCOR	1,552,991	$101.1m1.38%	1.38%	Added +204.9k	+204,893 15.2%
20	FLOOR & DECOR HLDGS INC CL A FND	FND	923,235	$96.0m1.31%	1.31%	Added +88.5k	+88,544 10.6%
21	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	1,460,143	$94.3m1.29%	1.29%	Reduced -67.5k	-67,491 -4.4%
22	CALIX INC COM CALX	CALX	1,834,294	$91.5m1.25%	1.25%	Reduced -326.1k	-326,081 -15.1%
23	ADOBE INC COM ADBE	ADBE	177,871	$87.0m1.19%	1.19%	Added +120.2k	+120,197 208.4%
24	IMPINJ INC COM PI	PI	968,800	$86.9m1.19%	1.19%	Reduced -26.2k	-26,246 -2.6%
25	DATADOG INC CL A COM DDOG	DDOG	867,691	$85.4m1.17%	1.17%	Added +830.4k	+830,358 2224.2%
26	ROBLOX CORP CL A RBLX	RBLX	2,018,744	$81.4m1.11%	1.11%	Added +1.7m	+1,668,237 475.9%
27	MICROSOFT CORP COM MSFT	MSFT	229,116	$78.0m1.07%	1.07%	Reduced -1.1k	-1,064 -0.5%
28	MERCADOLIBRE INC COM MELI	MELI	64,366	$76.2m1.04%	1.04%	Reduced -2.8k	-2,801 -4.2%
29	DEXCOM INC COM DXCM	DXCM	567,331	$72.9m1.00%	1.00%	Reduced -38.6k	-38,633 -6.4%
30	DICKS SPORTING GOODS INC COM DKS	DKS	545,045	$72.0m0.99%	0.99%	Reduced -85.4k	-85,380 -13.5%
31	TOAST INC CL A TOST	TOST	2,987,959	$67.4m0.92%	0.92%	Reduced -62.8k	-62,768 -2.1%
32	APPFOLIO INC COM CL A APPF	APPF	386,531	$66.5m0.91%	0.91%	Reduced -4.4k	-4,421 -1.1%
33	ARISTA NETWORKS INC COM COM		410,297	$66.5m0.91%	0.91%	Added +306.6k	+306,644 295.8%
34	AIRBNB INC COM CL A ABNB	ABNB	508,490	$65.2m0.89%	0.89%	Reduced -6.4k	-6,377 -1.2%
35	DEERE & CO COM DE	DE	148,298	$60.1m0.82%	0.82%	Reduced -4.5k	-4,473 -2.9%
36	NEW YORK TIMES CO CL A NYT	NYT	1,508,258	$59.4m0.81%	0.81%	Reduced -23.0k	-23,010 -1.5%
37	ALPHABET INC CAP STK CL A GOOGL	GOOGL	495,132	$59.3m0.81%	0.81%	Reduced -10.8k	-10,774 -2.1%
38	Rheinmetall AG COM RNMBF	RNMBF	214,004	$58.6m0.80%	0.80%	New
39	EPAM SYS INC COM EPAM	EPAM	251,449	$56.5m0.77%	0.77%	Added +115.1k	+115,057 84.4%
40	CHART INDS INC COM GTLS	GTLS	346,379	$55.3m0.76%	0.76%	Reduced -3.1k	-3,068 -0.9%
41	BIONTECH SE SPONSORED ADS BNTX	BNTX	462,278	$49.9m0.68%	0.68%	Added +6.4k	+6,422 1.4%
42	ZOOM COMMUNICATIONS INC CL A ZM	ZM	719,654	$48.9m0.67%	0.67%	Reduced -20.5k	-20,480 -2.8%
43	ALPHABET INC CAP STK CL C GOOG	GOOG	402,585	$48.7m0.67%	0.67%	Added +31.7k	+31,726 8.6%
44	DENALI THERAPEUTICS INC COM DNLI	DNLI	1,579,945	$46.6m0.64%	0.64%	Reduced -76.5k	-76,452 -4.6%
45	QUANTA SVCS INC COM PWR	PWR	230,320	$45.2m0.62%	0.62%	Reduced -1.1k	-1,107 -0.5%
46	BLOCK INC CL A XYZ	XYZ	673,085	$44.8m0.61%	0.61%	Reduced -156.0k	-155,952 -18.8%
47	ENPHASE ENERGY INC COM ENPH	ENPH	255,834	$42.8m0.59%	0.59%	Reduced -8.6k	-8,569 -3.2%
48	OPTION CARE HEALTH INC COM NEW OPCH	OPCH	1,280,337	$41.6m0.57%	0.57%	Reduced -5.9k	-5,916 -0.5%
49	SILVERCREST METALS INC COM SIL	SIL	7,059,948	$41.4m0.57%	0.57%	Reduced -97.3k	-97,297 -1.4%
50	NATERA INC COM NTRA	NTRA	849,622	$41.3m0.57%	0.57%	Added +493.1k	+493,055 138.3%
51	CONTROLADORA VUELA COMP DE A SPON ADR RP 10 VLRS	VLRS	2,882,706	$40.2m0.55%	0.55%	Reduced -84.0k	-84,037 -2.8%
52	MARQETA INC CLASS A COM CLASS A COM		7,987,032	$38.9m0.53%	0.53%	Added +3.1m	+3,081,218 62.8%
53	LGI HOMES INC COM LGIH	LGIH	284,649	$38.4m0.53%	0.53%	Reduced -19.4k	-19,382 -6.4%
54	ADYEN NV EUR0.01 COM ADYYF	ADYYF	21,656	$37.5m0.51%	0.51%	New
55	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	254,060	$37.3m0.51%	0.51%	Added +74.5k	+74,546 41.5%
56	TRUPANION INC COM TRUP	TRUP	1,871,770	$36.8m0.50%	0.50%	Added +269.8k	+269,772 16.8%
57	OCADO GROUP PLC COM OCDGF	OCDGF	5,075,110	$36.6m0.50%	0.50%	New
58	CAE INC COM CAE	CAE	1,606,235	$35.9m0.49%	0.49%	Added +389.3k	+389,276 32.0%
59	ONEWATER MARINE INC CL A COM ONEW	ONEW	968,673	$35.1m0.48%	0.48%	Reduced -7.8k	-7,756 -0.8%
60	ENOVIX CORPORATION COM ENVX	ENVX	1,923,268	$34.7m0.47%	0.47%	Reduced -133.6k	-133,603 -6.5%
61	MARTIN MARIETTA MATLS INC COM MLM	MLM	66,435	$30.7m0.42%	0.42%	Reduced -11.3k	-11,320 -14.6%
62	SNOWFLAKE INC CL A SNOW	SNOW	170,116	$29.9m0.41%	0.41%	Reduced -9.9k	-9,922 -5.5%
63	GLOBANT S A COM GLOB	GLOB	165,135	$29.7m0.41%	0.41%	Reduced -5.4k	-5,435 -3.2%
64	THALES SA COM THLEF	THLEF	197,348	$29.5m0.40%	0.40%	New
65	VITA COCO CO INC COM COCO	COCO	1,095,322	$29.4m0.40%	0.40%	Added +780.6k	+780,638 248.1%
66	SITEONE LANDSCAPE SUPPLY INC COM SITE	SITE	174,553	$29.2m0.40%	0.40%	Reduced -995	-995 -0.6%
67	WILLSCOT HLDGS CORP COM CL A WSC	WSC	608,731	$29.1m0.40%	0.40%	Reduced -881	-881 -0.1%
68	QUANTERIX CORP COM QTRX	QTRX	1,268,202	$28.6m0.39%	0.39%	Added +377.5k	+377,538 42.4%
69	SPROUTS FMRS MKT INC COM SFM	SFM	755,387	$27.7m0.38%	0.38%	Added +71.1k	+71,139 10.4%
70	SERVICENOW INC COM NOW	NOW	47,827	$26.9m0.37%	0.37%	Reduced -1.1k	-1,146 -2.3%
71	APPLE INC COM AAPL	AAPL	127,410	$24.7m0.34%	0.34%	Reduced -3.9k	-3,876 -3.0%
72	AVID TECHNOLOGY INC COM COM		953,268	$24.3m0.33%	0.33%	Added +293.5k	+293,515 44.5%
73	LINDBLAD EXPEDITIONS HLDGS I COM LIND	LIND	2,119,668	$23.1m0.32%	0.32%	Reduced -110.0k	-110,034 -4.9%
74	MAGNOLIA OIL & GAS CORP CL A MGY	MGY	1,095,933	$22.9m0.31%	0.31%	Reduced -16.4k	-16,425 -1.5%
75	BIOGEN INC COM BIIB	BIIB	80,297	$22.9m0.31%	0.31%	Added +25.9k	+25,885 47.6%
76	OKTA INC CL A OKTA	OKTA	322,967	$22.4m0.31%	0.31%	Added +64.4k	+64,382 24.9%
77	MADISON SQUARE GRDN SPRT COR CL A MSGS	MSGS	116,859	$22.0m0.30%	0.30%	Reduced -17.4k	-17,407 -13.0%
78	MASTERCARD INCORPORATED CL A MA	MA	53,488	$21.0m0.29%	0.29%	Reduced -16.1k	-16,098 -23.1%
79	HASHICORP INC COM CL A HCP	HCP	775,085	$20.3m0.28%	0.28%	Reduced -48.3k	-48,269 -5.9%
80	ICICI BANK LIMITED ADR IBN	IBN	833,289	$19.2m0.26%	0.26%	Reduced -9.4k	-9,440 -1.1%
81	ROKU INC COM CL A ROKU	ROKU	295,169	$18.9m0.26%	0.26%	Reduced -1.7k	-1,674 -0.6%
82	PALO ALTO NETWORKS INC COM PANW	PANW	72,833	$18.6m0.25%	0.25%	New
83	SOUNDTHINKING INC COM SSTI	SSTI	816,782	$17.9m0.24%	0.24%	Reduced -50.1k	-50,104 -5.8%
84	INTEL CORP COM INTC	INTC	532,525	$17.8m0.24%	0.24%	New
85	KORNIT DIGITAL LTD SHS KRNT	KRNT	601,127	$17.7m0.24%	0.24%	Reduced -164.0k	-164,017 -21.4%
86	SIRIUSPOINT LTD COM SPNT	SPNT	1,942,729	$17.5m0.24%	0.24%	Added +1.1m	+1,094,187 128.9%
87	CONFLUENT INC CLASS A COM CFLT	CFLT	488,431	$17.2m0.24%	0.24%	Reduced -467.4k	-467,356 -48.9%
88	MONOLITHIC PWR SYS INC COM MPWR	MPWR	31,924	$17.2m0.24%	0.24%	Reduced -6.5k	-6,530 -17.0%
89	DOCUSIGN INC COM DOCU	DOCU	336,713	$17.2m0.24%	0.24%	Reduced -11.1k	-11,117 -3.2%
90	CUSTOM TRUCK ONE SOURCE INC COM CL A CTOS	CTOS	2,498,540	$16.8m0.23%	0.23%	Reduced -247.1k	-247,062 -9.0%
91	EXACT SCIENCES CORP COM EXAS	EXAS	178,635	$16.8m0.23%	0.23%	Added +36.1k	+36,120 25.3%
92	CHUBB LIMITED COM CB	CB	86,246	$16.6m0.23%	0.23%	Reduced -2.9k	-2,937 -3.3%
93	FERGUSON PLC ORD GBP0.10 ISIN #JE00BJVNSS43 SEDOL #BJVNSS4 COM · principal COM · principal		104,220	$16.4m0.23%	0.23%	New
94	OSCAR HEALTH INC CL A OSCR	OSCR	2,004,543	$16.2m0.22%	0.22%	Added +1.1m	+1,059,717 112.2%
95	PHATHOM PHARMACEUTICALS INC COM PHAT	PHAT	1,060,605	$15.2m0.21%	0.21%	Added +506.8k	+506,776 91.5%
96	AMERICAN TOWER CORP NEW COM AMT	AMT	78,222	$15.2m0.21%	0.21%	Reduced -1.0k	-1,027 -1.3%
97	MAG SILVER CORP COM MAG	MAG	1,356,443	$15.1m0.21%	0.21%	Reduced -22.1k	-22,149 -1.6%
98	MCDONALDS CORP COM MCD	MCD	49,010	$14.6m0.20%	0.20%	Reduced -1.7k	-1,694 -3.3%
99	LULULEMON ATHLETICA INC COM LULU	LULU	38,267	$14.5m0.20%	0.20%	Reduced -609	-609 -1.6%
100	ATLASSIAN CORPORATION CL A TEAM	TEAM	86,270	$14.5m0.20%	0.20%	Reduced -389	-389 -0.5%

Sold out since Q1 2023

Security	Ticker	Shares held before	Value then
CANADIAN PAC RY LTD		1,081,728	$83.2m1.1m shares
APOLLO ENDOSURGERY INC		371,653	$3.7m371.7k shares
CODEXIS INC CDXS	CDXS	615,323	$2.5m615.3k shares
PALOMAR HLDGS INC PLMR	PLMR	41,938	$2.3m41.9k shares
MGP INGREDIENTS INC NEW MGPI	MGPI	20,253	$2.0m20.3k shares
UNITED THERAPEUTICS CORP DEL UTHR	UTHR	7,140	$1.6m7.1k shares
AXONICS INC AXNX	AXNX	19,256	$1.1m19.3k shares
FASTLY INC FSLY	FSLY	50,076	$889.4k50.1k shares
GUIDEWIRE SOFTWARE INC GWRE	GWRE	10,331	$847.7k10.3k shares
LESLIES INC		70,752	$779.0k70.8k shares
VECTIVBIO HLDG AG		56,137	$477.7k56.1k shares
OCCIDENTAL PETE CORP OXY	OXY	5,289	$330.2k5.3k shares
VIRACTA THERAPEUTICS INC SNSS	SNSS	160,515	$255.2k160.5k shares
NEXTIER OILFIELD SOLUTIONS FRAC	FRAC	31,537	$250.7k31.5k shares