GILDER GAGNON HOWE & CO LLC

Q1 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2024
Date filed
5/15/2024
Form type
13F-HR
Num holdings
257
Total value ($000)
$8,003,991
Net value change ($000)
+717,625 (9.8%)
New positions
37
Sold out positions
30
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2024 Next filing: 8/14/2024 SEC filing

Snapshot: Change Analysis

Compared to Q4 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 164,133 63.9%
META 71,175 38.5%
Shockwave Medical, Inc. 68,844 67.7%
APPF 67,514 92.5%
FWRG 66,392 307.4%
NFLX 63,312 22.8%
AMZN 54,517 17.4%
TKO 49,646 NEW
PLTR 46,931 NEW
SHAK 44,800 35.5%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -143,479 -36.4%
Endeavor Group Holdings, Inc. -53,118 -100.0%
ALNY -51,813 -46.1%
DE -49,795 -100.0%
CALX -45,833 -67.6%
RBLX -34,520 -33.2%
SNOW -32,683 -99.1%
MYRG -27,060 -100.0%
MDB -24,822 -12.7%
TRUP -21,874 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type