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GILDER GAGNON HOWE & COMPANY LLC

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NEW YORK NY Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Gilder Gagnon Howe & Company is based out of New York. Gilder Gagnon Howe & Company is a large advisory firm with 9300 clients and discretionary assets under management (AUM) of $7,488,854,102 (Form ADV from 2023-03-30). Their last reported 13F filing for Q4 2023 included $7,286,366,226 in managed 13F securities and a top 10 holdings concentration of 31.93%. Gilder Gagnon Howe & Company's largest holding is Tesla Inc with shares held of 1,584,981. Whalewisdom has at least 101 13F filings, and 820 13G filings

2023-12-31

Top Buys (13F)

Name % Change
LPLA LPL Financial Holdin 0.73%
NFLX Netflix Inc 0.54%
KNF Knife River Corp 0.47%
INTC Intel Corp. 0.43%
SHOP Shopify Inc 0.38%

2023-12-31

Top Sells (13F)

Name % Change
CP Canadian Pacific Rai 1.28%
TSLA Tesla Inc 1.08%
INSP Inspire Medical Syst 0.68%
TRUP Trupanion Inc 0.54%
PCOR Procore Technologies 0.3%

2023-12-31

13F Holdings Summary

Name $ Change
TSLA Tesla Inc 5.41%
AMZN Amazon.com Inc. 4.3%
NFLX Netflix Inc 3.8%
NVDA NVIDIA Corp. 3.53%
NET Cloudflare Inc 2.8%

2023-12-31

13F Activity

Market Value $7.29b, Prior: $6.57b
New Purchases 22 stocks
Added To 61 stocks
Sold out of 30 stocks
Reduced holdings in 163 stocks
Top 10 Holdings % 31.93%
Turnover %[1] 20.8%
Turnover Alt %[2] 4.59%
Time Held Top 20 10.65 quarters
Time Held Top 10 14.1 quarters
Time Held All 15.54 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance