Gilder, Gagnon, Howe & Co as of Sept. 30, 2012
Portfolio Holdings for Gilder, Gagnon, Howe & Co
Gilder, Gagnon, Howe & Co holds 216 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 5.4 | $226M | 889k | 254.32 | |
| eBay (EBAY) | 4.4 | $183M | 3.8M | 48.37 | |
| Linkedin Corp | 3.4 | $142M | 1.2M | 120.40 | |
| Lululemon Athletica (LULU) | 3.3 | $140M | 1.9M | 73.94 | |
| American International (AIG) | 3.3 | $137M | 4.2M | 32.79 | |
| Whole Foods Market | 3.1 | $132M | 1.4M | 97.40 | |
| 3.1 | $131M | 173k | 754.50 | ||
| Sourcefire | 2.5 | $104M | 2.1M | 49.03 | |
| Tripadvisor (TRIP) | 2.3 | $95M | 2.9M | 32.93 | |
| SolarWinds | 2.2 | $92M | 1.6M | 55.74 | |
| Apple (AAPL) | 2.1 | $86M | 129k | 667.11 | |
| Fresh Market | 1.9 | $78M | 1.3M | 59.93 | |
| W.R. Berkley Corporation (WRB) | 1.9 | $78M | 2.1M | 37.49 | |
| Validus Holdings | 1.7 | $70M | 2.1M | 33.91 | |
| Spirit Airlines | 1.6 | $69M | 4.0M | 17.08 | |
| Hain Celestial (HAIN) | 1.6 | $66M | 1.0M | 63.00 | |
| Monsanto Company | 1.5 | $62M | 681k | 91.02 | |
| Alexion Pharmaceuticals | 1.4 | $61M | 529k | 114.40 | |
| Catamaran | 1.4 | $57M | 577k | 97.97 | |
| LivePerson (LPSN) | 1.3 | $56M | 3.1M | 18.11 | |
| MAKO Surgical | 1.3 | $56M | 3.2M | 17.41 | |
| Chipotle Mexican Grill (CMG) | 1.3 | $55M | 172k | 317.54 | |
| Pacira Pharmaceuticals (PCRX) | 1.2 | $51M | 2.9M | 17.40 | |
| Servicenow (NOW) | 1.2 | $50M | 1.3M | 38.68 | |
| Fusion-io | 1.2 | $49M | 1.6M | 30.27 | |
| BioMarin Pharmaceutical (BMRN) | 1.2 | $49M | 1.2M | 40.26 | |
| W.R. Grace & Co. | 1.1 | $47M | 796k | 59.08 | |
| Standard Pacific | 1.1 | $46M | 6.8M | 6.76 | |
| Vocera Communications | 1.1 | $45M | 1.5M | 30.91 | |
| Fifth & Pac Cos | 1.1 | $44M | 3.5M | 12.78 | |
| Netflix (NFLX) | 1.0 | $42M | 770k | 54.44 | |
| ICICI Bank (IBN) | 1.0 | $41M | 1.0M | 40.14 | |
| Lennar Corporation (LEN) | 0.9 | $40M | 1.1M | 34.77 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.9 | $38M | 398k | 96.30 | |
| Insulet Corporation (PODD) | 0.9 | $38M | 1.7M | 21.58 | |
| Gilead Sciences (GILD) | 0.9 | $37M | 562k | 66.33 | |
| Sturm, Ruger & Company (RGR) | 0.9 | $37M | 744k | 49.49 | |
| Golar Lng (GLNG) | 0.9 | $37M | 954k | 38.59 | |
| United Natural Foods (UNFI) | 0.9 | $36M | 615k | 58.45 | |
| EXACT Sciences Corporation (EXAS) | 0.8 | $36M | 3.2M | 11.00 | |
| Blyth | 0.8 | $34M | 1.3M | 25.99 | |
| Rentech Nitrogen Partners L | 0.8 | $34M | 869k | 38.76 | |
| Bazaarvoice | 0.8 | $33M | 2.2M | 15.15 | |
| Six Flags Entertainment (SIX) | 0.8 | $33M | 564k | 58.80 | |
| Starbucks Corporation (SBUX) | 0.8 | $33M | 644k | 50.71 | |
| SPDR Gold Trust (GLD) | 0.8 | $33M | 189k | 171.89 | |
| Affymax (AFFY) | 0.7 | $31M | 1.5M | 21.06 | |
| HealthStream (HSTM) | 0.7 | $30M | 1.1M | 28.46 | |
| Cray | 0.7 | $29M | 2.3M | 12.71 | |
| Apache Corporation | 0.7 | $28M | 327k | 86.47 | |
| HDFC Bank (HDB) | 0.7 | $28M | 756k | 37.58 | |
| stock | 0.6 | $27M | 732k | 36.72 | |
| Annie's | 0.6 | $26M | 589k | 44.84 | |
| DigitalGlobe | 0.6 | $26M | 1.3M | 20.39 | |
| CarMax (KMX) | 0.6 | $25M | 876k | 28.30 | |
| Medivation | 0.6 | $25M | 436k | 56.35 | |
| Halozyme Therapeutics (HALO) | 0.6 | $24M | 3.2M | 7.54 | |
| SPS Commerce (SPSC) | 0.6 | $24M | 634k | 38.47 | |
| Northern Tier Energy | 0.6 | $25M | 1.2M | 21.12 | |
| Cvr Partners Lp unit | 0.6 | $24M | 915k | 26.26 | |
| Pool Corporation (POOL) | 0.6 | $23M | 551k | 41.58 | |
| Toll Brothers (TOL) | 0.5 | $21M | 622k | 33.23 | |
| Teradata Corporation (TDC) | 0.5 | $19M | 251k | 75.41 | |
| Kansas City Southern | 0.4 | $19M | 246k | 75.78 | |
| Michael Kors Holdings | 0.4 | $18M | 343k | 53.18 | |
| Copa Holdings Sa-class A (CPA) | 0.4 | $17M | 211k | 81.27 | |
| Fiesta Restaurant | 0.4 | $17M | 1.1M | 15.87 | |
| NetSuite | 0.4 | $17M | 263k | 63.80 | |
| Petrologistics | 0.4 | $16M | 1.2M | 12.97 | |
| Capstone Turbine Corporation | 0.3 | $14M | 14M | 1.00 | |
| Ellie Mae | 0.3 | $14M | 519k | 27.23 | |
| Natural Grocers By Vitamin C (NGVC) | 0.3 | $14M | 631k | 22.32 | |
| Chefs Whse (CHEF) | 0.3 | $13M | 809k | 16.38 | |
| Demandware | 0.3 | $14M | 426k | 31.75 | |
| WESCO International (WCC) | 0.3 | $13M | 225k | 57.20 | |
| Allegiant Travel Company (ALGT) | 0.3 | $13M | 204k | 63.36 | |
| Ultimate Software | 0.3 | $13M | 122k | 102.10 | |
| salesforce (CRM) | 0.3 | $12M | 82k | 152.69 | |
| TPC | 0.2 | $10M | 256k | 40.81 | |
| Wabash National Corporation (WNC) | 0.2 | $10M | 1.4M | 7.13 | |
| Augusta Res Corp | 0.2 | $10M | 3.5M | 2.88 | |
| D Golden Minerals | 0.2 | $9.9M | 1.9M | 5.22 | |
| Gse Holding | 0.2 | $10M | 1.3M | 7.85 | |
| Cornerstone Ondemand | 0.2 | $9.6M | 313k | 30.66 | |
| BioScrip | 0.2 | $9.1M | 1.0M | 9.11 | |
| Five Below (FIVE) | 0.2 | $9.3M | 239k | 39.08 | |
| American Tower Reit (AMT) | 0.2 | $8.7M | 122k | 71.39 | |
| 4068594 Enphase Energy (ENPH) | 0.2 | $8.8M | 2.1M | 4.14 | |
| Signature Bank (SBNY) | 0.2 | $8.6M | 128k | 67.08 | |
| CoStar (CSGP) | 0.2 | $8.3M | 102k | 81.54 | |
| Credicorp (BAP) | 0.2 | $8.3M | 66k | 125.28 | |
| Tractor Supply Company (TSCO) | 0.2 | $8.0M | 81k | 98.89 | |
| Acadia Healthcare (ACHC) | 0.2 | $7.8M | 327k | 23.83 | |
| Imax Corp Cad (IMAX) | 0.2 | $7.6M | 381k | 19.89 | |
| Zipcar | 0.2 | $7.4M | 952k | 7.77 | |
| Gold Std Ventures | 0.2 | $7.7M | 4.0M | 1.93 | |
| Nordstrom | 0.2 | $7.2M | 130k | 55.18 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.2 | $6.7M | 212k | 31.69 | |
| Seagate Technology Com Stk | 0.1 | $6.3M | 205k | 30.96 | |
| Jpmorgan Chase & Co. w exp 10/201 | 0.1 | $6.4M | 622k | 10.29 | |
| Douglas Dynamics (PLOW) | 0.1 | $6.4M | 434k | 14.79 | |
| Pandora Media | 0.1 | $6.2M | 569k | 10.95 | |
| Royal Gold (RGLD) | 0.1 | $6.1M | 61k | 99.83 | |
| SVB Financial (SIVBQ) | 0.1 | $5.5M | 91k | 60.46 | |
| Concur Technologies | 0.1 | $5.4M | 73k | 73.73 | |
| Goldcorp | 0.1 | $5.5M | 121k | 45.85 | |
| Silver Wheaton Corp | 0.1 | $5.3M | 134k | 39.74 | |
| Echo Global Logistics | 0.1 | $5.6M | 324k | 17.15 | |
| Proto Labs (PRLB) | 0.1 | $5.3M | 158k | 33.82 | |
| Chubb Corporation | 0.1 | $4.8M | 63k | 76.28 | |
| Texas Capital Bancshares (TCBI) | 0.1 | $5.2M | 104k | 49.71 | |
| Sirius XM Radio | 0.1 | $5.0M | 1.9M | 2.59 | |
| Citigroup (C) | 0.1 | $5.0M | 154k | 32.72 | |
| Tile Shop Hldgs (TTSH) | 0.1 | $5.2M | 363k | 14.38 | |
| WellCare Health Plans | 0.1 | $4.8M | 85k | 56.55 | |
| H&E Equipment Services | 0.1 | $4.6M | 383k | 12.12 | |
| Ultra Clean Holdings (UCTT) | 0.1 | $4.5M | 795k | 5.71 | |
| Abaxis | 0.1 | $4.0M | 113k | 35.92 | |
| GeoEye | 0.1 | $3.8M | 142k | 26.43 | |
| PriceSmart (PSMT) | 0.1 | $3.7M | 49k | 75.72 | |
| IntraLinks Holdings | 0.1 | $3.6M | 550k | 6.54 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $4.0M | 68k | 58.92 | |
| Rackspace Hosting | 0.1 | $3.3M | 50k | 66.09 | |
| Jive Software | 0.1 | $3.2M | 203k | 15.71 | |
| Newmont Mining Corporation (NEM) | 0.1 | $3.0M | 53k | 56.01 | |
| Beacon Roofing Supply (BECN) | 0.1 | $3.0M | 107k | 28.48 | |
| Adecoagro S A (AGRO) | 0.1 | $3.1M | 311k | 10.06 | |
| Roundy's | 0.1 | $3.0M | 491k | 6.05 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $2.4M | 60k | 40.48 | |
| Intuitive Surgical (ISRG) | 0.1 | $2.5M | 5.1k | 495.63 | |
| Tesla Motors (TSLA) | 0.1 | $2.5M | 87k | 29.28 | |
| General Finance Corporation | 0.1 | $2.6M | 653k | 4.05 | |
| Infoblox | 0.1 | $2.7M | 116k | 23.25 | |
| Safety Insurance (SAFT) | 0.1 | $2.2M | 49k | 45.88 | |
| CBS Corporation | 0.1 | $2.2M | 59k | 36.33 | |
| Ameristar Casinos | 0.1 | $1.9M | 108k | 17.80 | |
| CommVault Systems (CVLT) | 0.1 | $2.0M | 34k | 58.66 | |
| Transcept Pharmaceuticals | 0.1 | $2.1M | 394k | 5.31 | |
| Imperva | 0.1 | $1.9M | 53k | 36.99 | |
| Millennial Media | 0.1 | $1.9M | 132k | 14.35 | |
| Palo Alto Networks (PANW) | 0.1 | $2.1M | 34k | 61.57 | |
| Carter's (CRI) | 0.0 | $1.5M | 28k | 53.84 | |
| ProAssurance Corporation (PRA) | 0.0 | $1.7M | 19k | 90.44 | |
| Hovnanian Enterprises | 0.0 | $1.9M | 535k | 3.46 | |
| PFSweb | 0.0 | $1.7M | 589k | 2.89 | |
| EnteroMedics | 0.0 | $1.6M | 438k | 3.65 | |
| Cavium | 0.0 | $1.8M | 54k | 33.31 | |
| Francescas Hldgs Corp | 0.0 | $1.9M | 61k | 30.73 | |
| Yelp Inc cl a (YELP) | 0.0 | $1.6M | 58k | 27.05 | |
| Time Warner | 0.0 | $1.1M | 25k | 45.33 | |
| Radware Ltd ord (RDWR) | 0.0 | $1.1M | 31k | 36.02 | |
| Beazer Homes USA | 0.0 | $1.4M | 402k | 3.55 | |
| Wells Fargo & Company (WFC) | 0.0 | $1.3M | 39k | 34.53 | |
| Verizon Communications (VZ) | 0.0 | $1.4M | 32k | 45.57 | |
| Biogen Idec (BIIB) | 0.0 | $1.3M | 8.6k | 149.21 | |
| USG Corporation | 0.0 | $1.2M | 57k | 21.95 | |
| Penske Automotive (PAG) | 0.0 | $1.2M | 38k | 30.09 | |
| Given Imaging | 0.0 | $1.1M | 74k | 14.57 | |
| Centene Corporation (CNC) | 0.0 | $1.1M | 30k | 37.41 | |
| Time Warner Cable | 0.0 | $641k | 6.7k | 95.06 | |
| priceline.com Incorporated | 0.0 | $869k | 1.4k | 619.07 | |
| Yahoo! | 0.0 | $721k | 45k | 15.97 | |
| Onyx Pharmaceuticals | 0.0 | $674k | 8.0k | 84.50 | |
| Smart Balance | 0.0 | $854k | 71k | 12.08 | |
| Gaylord Entertainment Company | 0.0 | $739k | 19k | 39.53 | |
| Seaspan Corp | 0.0 | $915k | 58k | 15.78 | |
| Akorn | 0.0 | $750k | 57k | 13.22 | |
| ISIS Pharmaceuticals | 0.0 | $915k | 65k | 14.07 | |
| NxStage Medical | 0.0 | $640k | 48k | 13.21 | |
| BofI Holding | 0.0 | $819k | 31k | 26.05 | |
| Mellanox Technologies | 0.0 | $1.0M | 10k | 101.53 | |
| Kodiak Oil & Gas | 0.0 | $746k | 80k | 9.36 | |
| Ancestry | 0.0 | $836k | 28k | 30.08 | |
| Omeros Corporation (OMER) | 0.0 | $852k | 91k | 9.40 | |
| Rda Microelectronics | 0.0 | $867k | 82k | 10.62 | |
| Sarepta Therapeutics (SRPT) | 0.0 | $915k | 59k | 15.53 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $247k | 3.5k | 69.89 | |
| Microsoft Corporation (MSFT) | 0.0 | $253k | 8.5k | 29.76 | |
| MasterCard Incorporated (MA) | 0.0 | $248k | 549.00 | 451.48 | |
| Incyte Corporation (INCY) | 0.0 | $410k | 23k | 18.05 | |
| Autodesk (ADSK) | 0.0 | $494k | 15k | 33.35 | |
| Cisco Systems (CSCO) | 0.0 | $328k | 17k | 19.09 | |
| United Rentals (URI) | 0.0 | $543k | 17k | 32.71 | |
| Qualcomm (QCOM) | 0.0 | $463k | 7.4k | 62.47 | |
| Prestige Brands Holdings (PBH) | 0.0 | $368k | 22k | 16.96 | |
| Visa (V) | 0.0 | $364k | 2.7k | 134.28 | |
| eHealth (EHTH) | 0.0 | $549k | 29k | 18.77 | |
| First Solar (FSLR) | 0.0 | $272k | 12k | 22.15 | |
| MercadoLibre (MELI) | 0.0 | $409k | 4.9k | 82.55 | |
| Impax Laboratories | 0.0 | $400k | 15k | 25.96 | |
| Cyberonics | 0.0 | $600k | 11k | 52.42 | |
| Veeco Instruments (VECO) | 0.0 | $442k | 15k | 30.00 | |
| Aixtron | 0.0 | $293k | 22k | 13.22 | |
| Metropolitan Health Networks | 0.0 | $400k | 43k | 9.34 | |
| Anika Therapeutics (ANIK) | 0.0 | $500k | 33k | 15.02 | |
| Pharmacyclics | 0.0 | $281k | 4.4k | 64.50 | |
| Schiff Nutrition International | 0.0 | $288k | 12k | 24.19 | |
| Genpact (G) | 0.0 | $304k | 18k | 16.68 | |
| Endologix | 0.0 | $370k | 27k | 13.82 | |
| Servicesource | 0.0 | $296k | 29k | 10.28 | |
| Nationstar Mortgage | 0.0 | $216k | 6.5k | 33.18 | |
| Guidewire Software (GWRE) | 0.0 | $263k | 8.5k | 31.05 | |
| Brightcove (BCOV) | 0.0 | $219k | 19k | 11.68 | |
| D Tumi Holdings | 0.0 | $261k | 11k | 23.54 | |
| Abbott Laboratories (ABT) | 0.0 | $194k | 2.8k | 68.56 | |
| Amgen (AMGN) | 0.0 | $179k | 2.1k | 84.29 | |
| Sina Corporation | 0.0 | $196k | 3.0k | 64.68 | |
| Energy Transfer Equity (ET) | 0.0 | $128k | 2.8k | 45.20 | |
| Advisory Board Company | 0.0 | $207k | 4.3k | 47.83 | |
| Accuray Incorporated (ARAY) | 0.0 | $115k | 16k | 7.08 | |
| Bank Of America Corporation warrant | 0.0 | $157k | 44k | 3.53 | |
| TranS1 (TSON) | 0.0 | $117k | 44k | 2.64 | |
| Bank Of America Corp w exp 10/201 | 0.0 | $88k | 124k | 0.71 | |
| Sodastream International | 0.0 | $205k | 5.2k | 39.17 | |
| Yandex Nv-a (NBIS) | 0.0 | $164k | 6.8k | 24.15 | |
| Neurometrix | 0.0 | $64k | 106k | 0.61 |
