Gilder Gagnon Howe & Co LLC Q3-Q4 13F Holdings Comparison: Winners and Losers

Gilder Gagnon Howe & Co LLC has released its Q3-Q4 13F holdings comparison, revealing the winners and losers of the fund's investments over the last quarter. While some stocks proved to be successful, others failed to yield the desired results. In this blog post, we'll take a closer look at the significant changes in holdings and shed light on why some of the stocks thrived while others lost their appeal.

Tesla Inc: Down by 57.2%

Tesla Inc experienced a 57.2% decrease in shares, moving from 2,383,584 shares in Q3 to 2,198,874 in Q4. The value of the shares also dropped, moving from $632,246 in Q3 to $270,857 in Q4. The electric vehicle maker struggled in the US and China markets as inflationary pressure and supply chain issues led to production cuts.

Amazon.com Inc: Down by 26.5%

Gilder Gagnon Howe & Co LLC saw a 26.5% decrease in holdings with Amazon.com Inc, moving from 2,232,826 shares in Q3 to 2,207,697 in Q4. The decrease in share value from $252,309 in Q3 to $185,446 in Q4 could be attributed to the company's lackluster revenue growth in Q3 2022.

Netflix Inc: Up by 24.3%

Netflix Inc experienced a 24.3% increase in shares, moving from 647,497 shares in Q3 to 642,435 in Q4. The increase in share value from $152,447 in Q3 to $189,441 in Q4 could be attributed to the company's continuous subscriber growth, mainly driven by the pandemic changes in viewership habits.

Alnylam Pharmaceuticals Inc: Up by 16.2%

Alnylam Pharmaceuticals Inc enjoyed a 16.2% increase in shares, moving from 663,983 shares in Q3 to 649,617 in Q4. The increase in share value from $132,903 in Q3 to $154,381 in Q4 could be attributed to the company's success in the development of drugs targeting rare genetic diseases.

Maxar Technologies Inc: Up by 166.1%

Maxar Technologies Inc experienced an outstanding 166.1% increase in shares, moving from 1,017,583 shares in Q3 to 979,604 in Q4. The increase in share value from $19,049 in Q3 to $50,684 in Q4 could be attributed to the company's launch of the WorldView Legion satellite constellation.

The Bottom Line

Based on Gilder Gagnon Howe & Co LLC Q3-Q4 13F holdings comparison, some of the winners and losers include Netflix Inc, Alnylam Pharmaceuticals Inc, Tesla Inc, Amazon.com Inc, and Maxar Technologies Inc. Different factors contributed to the fluctuation in holdings, including company performance, market trends, and economic challenges. Nonetheless, with a diversified investment portfolio, investors can optimize their portfolio to navigate through the uncertainty of the market.