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GILDER GAGNON HOWE & CO LLC Information

475 10TH AVENUE, NEW YORK, New York, 10018, (212) 765-2500

Report Date: 03/31/2019

Position Statistics

Total Positions 294
New Positions 30
Increased Positions 100
Decreased Positions 189
Positions with Activity 289
Sold Out Positions 20
Total Mkt Value (in $ millions) 9,492

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 1.23%
Basic Materials 1.91%
Industrials 4.35%
Consumer Cyclicals 23.74%
Consumer Non-Cyclicals 1.94%
Financials 4.04%
Healthcare 17.5%
Technology 43.42%
Telecommunication Services 1.81%
Utilities 0.01%

294 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NETFLIX INC COM 566,509 -34,087 (5.68) 1,574,818
AMAZON COM INC COM 463,257 -9,181 (1.94) 249,106
ROKU INC COM CL A 311,743 -653 (0.21) 3,541,731
RINGCENTRAL INC CL A 262,086 -27,055 (9.36) 2,138,253
ETSY INC COM 231,231 -21,968 (8.68) 3,612,418
OKTA INC CL A 229,381 50,135 27.97 2,091,177
OCADO GROUP PLC HATFIELD SHS 229,187 -853 (0.37) 14,191,164
FACEBOOK INC CL A 199,554 244 .12 1,076,808
MONGODB INC CL A 193,449 -4,656 (2.35) 1,357,916
EXACT SCIENCES CORP COM 190,332 10,213 5.67 2,005,394
CHEGG INC COM 183,405 -19,675 (9.69) 4,924,952
NEW YORK TIMES CO CL A 180,363 884 .49 5,212,809
HUBSPOT INC COM 147,846 -6,262 (4.06) 783,329
AUTODESK INC COM 137,211 -728 (0.53) 788,435
FRESHPET INC COM 120,939 -1,079 (0.88) 2,571,525
SQUARE INC CL A 120,831 9,761 8.79 1,818,106
SAREPTA THERAPEUTICS INC COM 120,692 2,027 1.71 992,371
SHAKE SHACK INC CL A 119,352 -89 (0.08) 2,024,283
TWITTER INC COM 116,157 -442 (0.38) 3,010,798
ARISTA NETWORKS INC COM 108,185 -668 (0.61) 427,373