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GILDER GAGNON HOWE & CO LLC

13F
GILDER GAGNON HOWE & CO LLC
Last update 2024-11-14 250 Stocks (26 new)
Value $8.36 Bil Turnover 6 %
Countries:

GILDER GAGNON HOWE & CO LLC Profile

Gilder Gagnon Howe & Co is an investment management company based out of New York. The company was founded in 1968 as R. Gilder & Co with 50 employees and $25 million under management. The company had a rough start, losing many employees and much of its managed assets, but would recover by the mid-1970s. The company would then grow during the two decades of bull markets beginning in the 1980s, also encountering another obstacle during the crash of 1987. By 1991, Gilder Gagnon Howe & Co would have over $1 billion in total assets under management and would focus on investing in Asia and the online revolution, bringing its total assets under management to over $11 billion by 1999. The company would again be hit hard by the technology bubble burst in the early 2000s and financial crisis of 2008, emerging with $4.5 billion in assets. Gilder Gagnon Howe & Co has slowly recovered and currently has 77 employees with 26 of them being investment professionals. The company conducts its research both internally and externally utilizes fundamental, technical, and quantitative analysis to make its investment decisions. Gilder Gagnon Howe & Co invests most heavily in the information technology, health care, and consumer technology sectors, which each make up over a quarter of its total allocated assets, and also invests in a variety of sectors to a lesser degree including transports and finance. The company currently has $5.5 billion in total assets under management spread across almost 8,000 accounts with all but 241 of these accounts being discretionary, which makes up only $285 million of its total managed assets. Both its total number of accounts and total assets under management have been somewhat volatile in recent years, with its total managed assets going as low as $4.2 billion and as high as $6.3 billion in the most recent five years.
GILDER GAGNON HOWE & CO LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
3,406,942
413,739.1
-5.32%
4.950
-0.30%
0.010
+0.58%
+2.55%
3,372,517.9
Semiconductors
AMZN
Amazon.com Inc
2,083,681
388,252.3
+2.01%
4.640
+0.09%
0.020
+20.48%
+2.99%
2,375,761.6
Retail - Cyclical
TSLA
Tesla Inc
1,412,794
369,629.2
-1.45%
4.420
-0.05%
0.040
+93.08%
+5.61%
1,369,090.4
Vehicles & Parts
NFLX
Netflix Inc
516,252
366,161.8
-2.26%
4.380
-0.10%
0.120
+24.79%
-3.73%
366,801.8
Media - Diversified
META
Meta Platforms Inc
507,344
290,423.8
-2.93%
3.470
-0.10%
0.020
+6.30%
+4.66%
1,546,930.8
Interactive Media
ISRG
Intuitive Surgical Inc
476,660
234,168.7
+0.72%
2.800
+0.02%
0.130
+25.10%
+13.54%
211,086.2
Medical Devices & Instruments
DUOL
Duolingo Inc
746,284
210,466.9
-4.67%
2.520
-0.10%
1.700
+22.07%
+8.30%
15,444.3
Software
FRPT
Freshpet Inc
1,521,770
208,132.5
-2.12%
2.490
-0.05%
3.140
+12.69%
+5.98%
7,618.3
Consumer Packaged Goods
LLY
Eli Lilly and Co
216,962
192,215.3
-13.82%
2.300
-0.40%
0.020
-20.74%
-5.99%
652,651.4
Drug Manufacturers
NET
Cloudflare Inc
2,287,099
185,003.4
-1.90%
2.210
-0.05%
0.670
+29.60%
+8.80%
40,208.6
Software

GILDER GAGNON HOWE & CO LLC's Historical Top Holdings Breakdowns

GILDER GAGNON HOWE & CO LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SWAV Unlock Delisted Shockwave Medical Inc2024-06-30Sold Out
-2.13%
319.93 ($329.09) 334.83
$334.75
1.72%
Sold Out
0
-523,913
CP
Canadian Pacific Kansas City Ltd2023-03-31Sold Out
-1.51%
72.98 ($77.21) 80.19
$74.82
-3.10%
Sold Out
0
-1,082,248
CP
Canadian Pacific Kansas City Ltd2023-06-30New Buy
+1.49%
75.76 ($78.92) 82.93
$74.82
-5.20%
New holding
1,341,525
1,341,525
STU:X88
Canadian Pacific Kansas City Ltd2023-06-30Sold Out
-1.38%
68.9 (€71.23) 71.5
€72.50
1.78%
Sold Out
0
-1,081,728
STU:X88
Canadian Pacific Kansas City Ltd2023-03-31New Buy
+1.38%
67.41 (€71.67) 74.32
€72.50
1.16%
New holding
1,081,728
1,081,728
CP
Canadian Pacific Kansas City Ltd2023-12-31Reduce
-1.27%
69.45 ($73.2) 79.74
$74.82
2.21%
Reduce -83.8%
216,461
-1,120,102
NVDA
NVIDIA Corp2024-06-30Reduce
-1.20%
76.2 ($101.1) 135.58
$137.71
36.21%
Reduce -22.77%
3,598,379
-1,061,051
PI
Impinj Inc2023-09-30Reduce
-1.17%
51.59 ($67.86) 90.71
$131.94
94.43%
Reduce -98.38%
15,717
-953,083
DDOG
Datadog Inc2023-06-30Add
+1.12%
62.69 ($83.45) 101.85
$138.40
65.85%
Add 2224.19%
867,691
830,358
INTC
Intel Corp2023-09-30Add
+1.11%
31.85 ($34.83) 38.86
$21.49
-38.30%
Add 387.9%
2,598,189
2,065,664

GILDER GAGNON HOWE & CO LLC Total Holding History ($B)

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GILDER GAGNON HOWE & CO LLC's Asset Allocation

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GILDER GAGNON HOWE & CO LLC Past Portfolios

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GILDER GAGNON HOWE & CO LLC's Hypothetical Growth since 2024-09-30

GILDER GAGNON HOWE & CO LLC's Yearly Returns

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