UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
INFORMATION REQUIRED OF INSTITUTIONAL INVESTMENT MANAGERS PURSUANT
TO SECTION 13(f) OF THE SECURITIES EXCHANGE ACT OF 1934 AND RULES
THEREUNDER
Report for the Calendar Quarter Ended December 31, 1999.
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(Please read instructions before preparing form.)
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If amended report check here: |_|
Gilder Gagnon Howe & Co. LLC
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Name of Institutional Investment Manager
1775 Broadway, 26th Floor, New York, NY 10019
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Business Address
(Street) (City) (State) (Zip)
Walter Weadock, (212)765-2500, Member
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Name, Phone No., and Title of Person Duly Authorized to Submit This Report
ATTENTION
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Intentional misstatements or omissions of facts constitute
Federal Criminal Violations.
See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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The institutional investment manager submitting this Form and its attachments
and the person by whom it is signed represent hereby that all information
contained therein is true, correct and complete. It is understood that all
required items, statements and schedules are considered integral parts of this
Form and that the submission of any amendment represents that all unamended
items, statements and schedules remain true, correct and complete as previously
submitted.
Pursuant to the requirements of Securities Exchange Act of 1934, the
undersigned institutional investment manager has caused this report to be signed
on its behalf in the City of New York and State of New York on the 17th day of
May 1999.
Gilder Gagnon Howe & Co. LLC
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(Name of Institutional Investment Manager)
/s/ Walter Weadock
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( Manual Signature of Person Duly Authorized
to Submit this Report)
Name and 13F file numbers of ALL Institutional Investment Managers with respect
to which this schedule is filled (other than the one filing this report): (List
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in alphabetical order.) 13F File Numbers will be assigned to Institutional
Investment Managers after they file their first report.
Name: 13F File No.: Name: 13F File No.:
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1. 6.
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2. 7.
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3. 8.
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4. 9.
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5. 10.
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PAGE 1 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO. FOR THE QUARTER END: 12/31/99
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(ITEM 1:) (ITEM 2) (ITEM 3) (ITEM 4) (ITEM 5) (ITEM 6) (ITEM 7) (ITEM 8)
INVESTMENT DISCRETION VOTING AUTHORITY
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TITLE FAIR SHARES OR SOLE SHARE SHARED SOLE SHARED NONE
OF MARKET PRINCIPAL OTHER
NAME OF ISSUER CLASS CUSIP NO. VALUE AMOUNT (A) (B) (C) MGRS (A) (B) (C)
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<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
NORTHPOINT COMMUNICATIONS GROUP INC COM 666610100 2,310,000 96,250 X 2,950 93,300
3DFX INTERACTIVE INC COM 88553X103 26,196,804 2,669,602 X 0 2,669,602
ACTUATE SOFTWARE CORP COM 00508B102 165,069 3,850 X 0 3,850
AES CORP COM 00130H105 455,975 6,100 X 6,000 100
AFFYMETRIX INC COM 00826T108 16,968,800 100,000 X 27,475 72,525
AIRPORT SYSTEMS INTERNATIONAL, INC COM 00949N103 1,625,226 764,812 X 235,825 528,987
AKAMAI TECHNOLOGIES INC COM 00971T101 69,546,597 212,275 X 6,490 205,785
ALEXION PHARMACEUTICALS INC COM 015351109 11,401,409 378,470 X 148,085 230,385
ALLAIRE CORP COM 016714107 42,053,625 290,025 X 23,660 266,365
ALLEGHANY CORP COM 017175100 24,486 132 X 0 132
ALLEGIANCE TELECOM INC COM 01747T102 27,675 300 X 0 300
ALPHA INDUSTRIES INC COM 020753109 8,224,416 143,500 X 0 143,500
ALTEON WEBSYSTEMS INC COM 02145A109 28,903,095 329,380 X 525 328,855
AMAZON.COM INC COM 023135106 4,876,568 64,060 X 6,800 57,260
AMDOCS LIMITED, COM G02602103 5,335,253 154,645 X 44,075 110,570
AMERICA ONLINE INC COM 02364J104 1,355,244 17,965 X 740 17,225
AMERICAN PRECISION INDUSTRIES INC COM 029069101 43,125 5,000 X 5,000 0
AMFM INC COM 001693100 10,597,789 135,435 X 15,790 119,645
AMISTAR CORP COM 031535107 16,880 10,000 X 10,000 0
ANALOG DEVICES INC COM 032654105 141,906,840 1,525,880 X 298,300 1,227,580
AON CORP COM 037389103 144,560 3,614 X 0 3,614
APPLIED SIGNAL TECHNOLOGY INC COM 038237103 70,315 5,000 X 5,000 0
ARIBA INC COM 04033V104 192,656,743 1,086,155 X 53,610 1,032,545
ARONEX PHARMACEUTICALS INC COM 042666206 1,669,063 534,100 X 0 534,100
ART TECHNOLOGY GROUP INC COM 04289L107 11,659,050 89,685 X 4,450 85,235
ASK JEEVES INC COM 045174109 81,586,976 722,405 X 21,150 701,255
ASPECT DEVELOPMENT INC COM 045234101 6,157,808 89,895 X 3,875 86,020
ASTEC INDUSTRIES INC COM 046224101 3,292,275 175,000 X 0 175,000
AT&T CORP COM 001957109 213,150 4,200 X 4,000 200
ATLANTIC COAST AIRLINES HLDGS, INC COM 048396105 4,199,594 176,825 X 6,650 170,175
AUDIOCODES LTD COM M15342104 5,539,780 60,215 X 11,320 48,895
AWARE INC COM 05453N100 38,504,029 1,058,530 X 200,100 858,430
BACKWEB TECHNOLOGIES LTD COM M15633106 9,872,415 234,360 X 38,000 196,360
BANK OF AMER CORP COM 060505104 40,652 810 X 810 0
Page Total: 727,641,282
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PAGE 2 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO.
<TABLE>
<CAPTION>
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(ITEM 1:) (ITEM 2) (ITEM 3) (ITEM 4) (ITEM 5) (ITEM 6) (ITEM 7) (ITEM 8)
INVESTMENT DISCRETION VOTING AUTHORITY
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TITLE FAIR SHARES OR SOLE SHARE SHARED SOLE SHARED NONE
OF MARKET PRINCIPAL OTHER
NAME OF ISSUER CLASS CUSIP NO. VALUE AMOUNT (A) (B) (C) MGRS (A) (B) (C)
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<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
BE FREE COM 073308108 54,231,484 754,525 X 1,025 753,500
BENIHANA INC CLA 082047200 2,074,567 143,688 X 3,375 140,313
BERKSHIRE HATHAWAY INC CLB 084670207 613,050 335 X 335 0
BIG CITY RADIO INC CLA 089098107 2,453,731 516,575 X 0 516,575
BIOCOMPATIBLES INTL PLC COM G1117T107 1,017,527 199,750 X 13,650 186,100
BROADCOM CORP CLA 111320107 68,949,280 253,141 X 950 252,191
BROCADE COMMUNICATIONS SYS INC COM 111621108 69,320,280 391,640 X 10,950 380,690
C R BARD INC COM 067383109 37,142,400 700,800 X 0 700,800
CACHEFLOW INC COM COM 126946102 21,370,102 163,520 X 23,250 140,270
CADENCE DESIGN SYSTEMS INC COM 127387108 16,176 674 X 0 674
CADIZ INC COM COM 127537108 18,298,188 1,926,125 X 167,000 1,759,125
CALIPER TECHNOLOGIES CORP COM 130876105 890,779 13,345 X 60 13,285
CAREER BLAZERS INC COM 141664102 34,000 8,500 X 8,500 0
CAREINSITE INC COM COM 14170M106 1,434,108 17,815 X 0 17,815
CAREY INTERNATIONAL INC COM 141750109 38,225,436 1,568,223 X 121,325 1,446,898
CELGENE CORP COM 151020104 8,754,970 125,071 X 29,010 96,061
CENDANT CORP COM 151313103 159,378 6,000 X 6,000 0
CHECKFREE HOLDINGS CORP COM 162816102 31,058,445 297,210 X 12,940 284,270
CHICAGO TITLE CORP COM 168228104 18,038 390 X 0 390
CHICOS FAS INC COM 168615102 6,958,894 184,954 X 11,695 173,259
CHILDTIME LEARNING CENTERS INC COM 168820108 4,246,939 343,187 X 122,475 220,712
CISCO SYSTEMS INC COM 17275R102 24,639 230 X 0 230
CITIGROUP INC COM 172967101 251,367 4,524 X 0 4,524
CITRIX SYSTEMS INC COM 177376100 24,394,590 198,330 X 28,610 169,720
CLARUS CORP COM 182707109 4,884,000 74,000 X 4,000 70,000
CLEAR CHANNEL COMMUNICATIONS, INC COM 184502102 10,580,052 118,544 X 40,200 78,344
CNET INC COM 125945105 466,042,407 8,212,201 X 2,505,220 5,706,981
COBALT NETWORKS INC COM 19074R101 30,117,413 277,900 X 450 277,450
COMDISCO INC COM 200336105 38,926 1,045 X 155 890
COMMERCE ONE INC COM 200693109 57,004,650 290,100 X 0 290,100
CONEXANT SYSTEMS INC COM 207142100 16,342,521 246,215 X 41,000 205,215
CONTINENTAL AIRLINES INC CLB 210795308 39,924,188 899,700 X 0 899,700
CORE INC COM 21867P102 12,553,599 1,312,726 X 479,627 833,099
CORRECTIONAL SERVICES CORP COM 219921103 11,574,741 2,645,655 X 323,103 2,322,552
Page Total: 1,041,000,861
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PAGE 3 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO.
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<CAPTION>
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(ITEM 1:) (ITEM 2) (ITEM 3) (ITEM 4) (ITEM 5) (ITEM 6) (ITEM 7) (ITEM 8)
INVESTMENT DISCRETION VOTING AUTHORITY
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TITLE FAIR SHARES OR SOLE SHARE SHARED SOLE SHARED NONE
OF MARKET PRINCIPAL OTHER
NAME OF ISSUER CLASS CUSIP NO. VALUE AMOUNT (A) (B) (C) MGRS (A) (B) (C)
- -----------------------------------------------------------------------------------------------------------------------------------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
COSTCO WHOLESALE CORP COM 22160K105 10,742,224 117,723 X 0 117,723
COURIER CORP COM 222660102 1,911,281 80,475 X 11,325 69,150
COVAD COMMUNICATIONS GROUP INC COM 222814204 47,802,657 854,565 X 31,341 823,224
CSG SYSTEMS INTERNATIONAL INC COM 126349109 51,557,378 1,292,975 X 137,525 1,155,450
DAISYTEK INTERNATIONAL CORP COM 234053106 1,900,872 81,537 X 2,024 79,513
DATA RESEARCH ASSOCIATES INC COM 237853106 640,320 80,040 X 2,549 77,491
DATA TRANSMISSION NETWORK CORP COM 238017107 2,259,060 130,960 X 14,200 116,760
DAVIDS BRIDAL INC COM 238576102 16,971,525 1,516,940 X 5,400 1,511,540
DELIA*S INC COM 246885107 2,375,115 327,602 X 120,000 207,602
DELTATHREE.COM INC CLA 24783N102 1,367,325 53,100 X 19,425 33,675
DIAMOND TECHNOLOGY PARTNERS INC CLA 252762109 290,041 3,375 X 0 3,375
DIGITAL IMPACT INC COM 25385G106 88,971,123 1,774,985 X 285,365 1,489,620
DIGITAL INSIGHT CORP COM 25385P106 16,747,959 460,425 X 66,345 394,080
DIGITAL ISLAND INC COM 25385N101 55,075,948 578,985 X 26,210 552,775
DISPATCH MANAGEMENT SERVICES, CORP COM 254927106 6,796,439 2,313,375 X 578,660 1,734,715
DITECH COMMUNICATIONS CORP COM 25500M103 7,744,605 82,830 X 30,675 52,155
DOLLAR TREE STORES INC COM 256747106 158,714,003 3,276,644 X 228,629 3,048,015
DOUBLECLICK INC COM 258609304 516,439,230 2,040,754 X 263,875 1,776,879
DSP GROUP INC COM 23332B106 35,763,150 384,550 X 0 384,550
E PIPHANY INC COM 26881V100 57,807,225 259,080 X 5,335 253,745
EARTHLINK NETWORK INC COM 270322100 46,237,578 1,087,943 X 334,700 753,243
EARTHSHELL CORP COM 27032B100 6,620,213 1,604,900 X 195,450 1,409,450
EBENX INC COM 278668108 1,792,805 39,620 X 1,240 38,380
ECHOSTAR COMMUNICATIONS CORP CLA 278762109 270,373,448 2,773,061 X 25,955 2,747,106
EFFICIENT NETWORKS INC COM 282056100 31,402,060 461,795 X 14,725 447,070
ELECTRO RENT CORP COM 285218103 307,551 26,456 X 0 26,456
ELECTRONIC ARTS INC COM 285512109 42,000 500 X 500 0
ELECTRONICS FOR IMAGING INC COM 286082102 100,694,297 1,732,375 X 304,550 1,427,825
ELLETT BROTHERS INC COM 288398100 4,507,594 655,650 X 104,500 551,150
EMCORE CORP COM 290846104 2,721,700 80,050 X 3,600 76,450
ENRON CORP COM 293561106 12,402,147 279,485 X 25,025 254,460
ESS TECHNOLOGY INC COM 269151106 45,497,049 2,050,525 X 0 2,050,525
E-TEK DYNAMICS INC COM 269240107 33,383,634 247,975 X 40,325 207,650
ETOYS INC COM 297862104 35,737,406 1,361,425 X 163,750 1,197,675
Page Total: 1,673,596,960
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PAGE 4 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO.
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<CAPTION>
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(ITEM 1:) (ITEM 2) (ITEM 3) (ITEM 4) (ITEM 5) (ITEM 6) (ITEM 7) (ITEM 8)
INVESTMENT DISCRETION VOTING AUTHORITY
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TITLE FAIR SHARES OR SOLE SHARE SHARED SOLE SHARED NONE
OF MARKET PRINCIPAL OTHER
NAME OF ISSUER CLASS CUSIP NO. VALUE AMOUNT (A) (B) (C) MGRS (A) (B) (C)
- -----------------------------------------------------------------------------------------------------------------------------------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
EXODUS COMMUNICATIONS INC COM 302088109 415,333,462 4,676,494 X 202,880 4,473,614
EXTREME NETWORKS INC COM 30226D106 48,127,730 576,380 X 31,720 544,660
EXXON MOBIL CORP COM 30231G102 14,824 184 X 0 184
FASTENAL CO COM 311900104 6,308,936 140,392 X 6,475 133,917
FIRST AMERICAN FINANCIAL CORP COM 318522307 49,938,520 4,014,996 X 87,744 3,927,252
FIRST DATA CORP COM 319963104 246,565 5,000 X 5,000 0
FOUNDRY NETWORKS INC COM 35063R100 199,438,395 661,075 X 32,355 628,720
GARDEN COM INC COM 365199108 1,962,185 225,850 X 0 225,850
GENERAL CIGAR HOLDINGS INC CLA 36933P100 8,052,529 968,667 X 25,004 943,663
GENERAL DATACOMM INDUSTRIES INC COM 369487103 3,095,863 467,300 X 134,225 333,075
GENERAL ELECTRIC CO COM 369604103 392,291 2,535 X 0 2,535
GILAT SATELLITE NETWORKS LTD COM M51474100 8,906,250 75,000 X 0 75,000
GLOBAL MARINE INC COM 379352404 2,428,913 146,100 X 9,350 136,750
GOTO.COM INC COM 38348T107 162,129,144 2,759,645 X 251,440 2,508,205
HAEMONETICS CORP COM 405024100 427,443 17,950 X 17,800 150
HCC INSURANCE HOLDINGS INC COM 404132102 1,472,031 111,619 X 21,625 89,994
HEADHUNTER NET INC COM 422077107 6,383,260 508,100 X 0 508,100
HEALTH SYSTEMS DESIGN CORP COM 421964107 525,000 100,000 X 0 100,000
HELATHEXTRAS INC COM 422211102 1,869,300 155,775 X 4,100 151,675
HIGH SPEED ACCESS COM 42979U102 23,018,670 1,288,190 X 492,925 795,265
HOLLINGER INTERNATIONAL INC CLA 435569108 20,701 1,600 X 0 1,600
HOMESTORE COM INC COM 437852106 11,349,113 152,850 X 0 152,850
HUMAN GENOME SCIENCES INC COM 444903108 31,507,905 206,440 X 41,300 165,140
I2 TECHNOLOGIES INC COM 465754109 19,695,000 101,000 X 3,675 97,325
IBIS TECHNOLOGY CORP COM 450909106 39,790,566 801,825 X 0 801,825
IMAGEX COM INC COM 45244D102 2,722,922 65,025 X 3,100 61,925
IMPATH INC COM 45255G101 4,581,155 180,091 X 74,545 105,546
INCYTE PHARMACEUTICALS INC COM 45337C102 15,903,000 265,050 X 60 264,990
INFINITY BROADCASTING CORP COM 45662S102 13,872,416 383,343 X 116,683 266,660
INFOSPACE COM INC COM 45678T102 223,210,560 1,043,040 X 115,365 927,675
INKTOMI CORP COM 457277101 20,022,000 225,600 X 28,430 197,170
INSO CORP COM 457674109 1,992,244 61,775 X 6,000 55,775
INTEGRAL SYSTEMS INC COM 45810H107 4,923,115 111,572 X 1,500 110,072
INTEREP NATL RADIO SALES INC COM 45866V109 1,003,125 75,000 X 0 75,000
Page Total: 1,330,665,130
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PAGE 5 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO.
<TABLE>
<CAPTION>
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(ITEM 1:) (ITEM 2) (ITEM 3) (ITEM 4) (ITEM 5) (ITEM 6) (ITEM 7) (ITEM 8)
INVESTMENT DISCRETION VOTING AUTHORITY
--------------------------------------------
TITLE FAIR SHARES OR SOLE SHARE SHARED SOLE SHARED NONE
OF MARKET PRINCIPAL OTHER
NAME OF ISSUER CLASS CUSIP NO. VALUE AMOUNT (A) (B) (C) MGRS (A) (B) (C)
- -----------------------------------------------------------------------------------------------------------------------------------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
INTERLEAF INC COM 458729209 3,148,141 93,625 X 5,625 88,000
INTERNAP NETWORK SVCS CORP COM 45885A102 139,821,195 808,215 X 42,780 765,435
INTERNATIONAL BUSINESS, MACHINES CORP COM 459200101 331,560 3,070 X 0 3,070
ION NETWORKS INC COM 46205P100 6,364,009 284,425 X 14,200 270,225
IVILLAGE INC COM 46588H105 19,617,694 968,775 X 86,975 881,800
JDS UNIPHASE CORP COM COM 46612J101 263,413,805 1,632,936 X 61,540 1,571,396
JUNIPER NETWORKS COM 48203R104 8,913,100 26,215 X 6,715 19,500
KANA COMMUNICATIONS INC COM 483600102 110,855,800 540,760 X 950 539,810
KITTY HAWK INC COM 498326107 12,953,359 1,884,125 X 243,850 1,640,275
KLLM TRANSPORT SERVICES INC COM 482498102 4,025,806 847,538 X 353,107 494,431
KOPIN CORP COM 500600101 33,478,200 797,100 X 0 797,100
LAMAR ADVERTISING CO CLA 512815101 6,067,504 100,185 X 25,750 74,435
LANDEC CORP COM 514766104 3,968,078 529,077 X 30,525 498,552
LASALLE RE HOLDINGS LTD COM G5383Q101 115,500 7,000 X 1,600 5,400
LASER PACIFIC MEDIA CORP COM 517923108 1,480,267 147,100 X 0 147,100
LBRT COM 530129105 80,401,165 312,845 X 14,965 297,880
LEGEND HOLDINGS LTD-ORD COM Y5255N103 19,864,000 8,000,000 X 0 8,000,000
LEVEL 3 COMMUNICATIONS INC COM 52729N100 87,823,628 1,072,655 X 10,555 1,062,100
LONDON PACIFIC GROUP LTD ADR 542073101 1,080,000 30,000 X 0 30,000
LUCENT TECHNOLOGIES INC COM 549463107 46,758 625 X 0 625
MACROMEDIA INC COM 556100105 36,284,991 496,205 X 7,350 488,855
MAPQUEST.COM INC COM 565644101 31,599,362 1,400,495 X 98,800 1,301,695
MARINE DRILLING COMPANIES INC COM 568240204 5,430,445 242,020 X 12,800 229,220
MARTHA STEWART LIVING COM 573083102 1,775,040 73,960 X 1,925 72,035
MARTIN MARIETTA MATERIALS INC COM 573284106 18,450 450 X 400 50
MATTSON TECHNOLOGY INC COM 577223100 171,250 10,000 X 10,000 0
MAXYGEN INC COM 577776107 27,690,000 390,000 X 0 390,000
MEDAREX INC COM 583916101 23,102,450 620,200 X 20,000 600,200
MEDIA METRIX INC COM 58440X103 71,966,180 2,013,040 X 55,695 1,957,345
MEDICAL MANAGER CORP COM 58461U103 8,129,620 96,494 X 5,087 91,407
MERCK & CO INC COM 589331107 63,710 950 X 0 950
MERCURY INTERACTIVE CORP COM 589405109 74,284,551 688,215 X 70,090 618,125
MEREDITH CORP COM 589433101 33,350 800 X 800 0
MERIT MEDICAL SYSTEMS INC COM 589889104 1,630,271 224,865 X 2,750 222,115
Page Total: 1,085,949,238
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PAGE 6 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO.
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<CAPTION>
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(ITEM 1:) (ITEM 2) (ITEM 3) (ITEM 4) (ITEM 5) (ITEM 6) (ITEM 7) (ITEM 8)
INVESTMENT DISCRETION VOTING AUTHORITY
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TITLE FAIR SHARES OR SOLE SHARE SHARED SOLE SHARED NONE
OF MARKET PRINCIPAL OTHER
NAME OF ISSUER CLASS CUSIP NO. VALUE AMOUNT (A) (B) (C) MGRS (A) (B) (C)
- -----------------------------------------------------------------------------------------------------------------------------------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
MESSAGEMEDIA INC COM 590787107 1,652,403 117,500 X 0 117,500
METROMEDIA FIBER NETWORK INC CLA 591689104 352,248,597 7,348,013 X 1,206,235 6,141,778
MICROGRAFX INC COM 595077108 2,440,375 557,800 X 0 557,800
MICROSOFT CORP COM 594918104 32,690 280 X 0 280
MIDWAY GAMES INC COM 598148104 21,885,915 914,275 X 0 914,275
MIIX GROUP INC COM 59862V104 33,067 2,261 X 0 2,261
MINDSPRING ENTERPRISES INC COM 602683104 18,484 700 X 0 700
MP3.COM INC COM 62473M109 51,075,765 1,611,835 X 168,960 1,442,875
MUELLER INDUSTRIES INC COM 624756102 21,044,031 580,525 X 0 580,525
NATIONAL INFORMATION CONSORTIUM INC COM 636491102 10,960,160 342,505 X 7,775 334,730
NATIONAL INSTRUMENTS CORP COM 636518102 19,809,216 517,888 X 44,023 473,865
NATURAL MICROSYSTEMS CORP COM 638882100 1,521,423 32,500 X 20,550 11,950
NAVIGATORS GROUP INC COM 638904102 885,788 90,850 X 0 90,850
NET2PHONE INC COM 64108N106 38,335,620 834,510 X 278,800 555,710
NETWORKS INC COM 315616102 61,724,730 541,445 X 16,700 524,745
NETZERO INC COM 64122R109 6,949,465 257,980 X 0 257,980
NEWGEN RESULTS CORPORATION COM 651359101 4,835,689 457,795 X 83,775 374,020
NOKIA CORP ADR 654902204 40,226,800 211,720 X 0 211,720
NORTHEAST OPTIC NETWORK INC COM 664334109 34,483,162 551,175 X 13,050 538,125
NORTHLAND CRANBERRIES INC CLA 666499108 15,438,300 2,573,050 X 216,525 2,356,525
NTL INC COM 629407107 12,952,044 103,824 X 8,344 95,480
NUCENTRIX BROADBAND NETWORKS INC COM 670198100 4,236,246 172,908 X 92,000 80,908
NYMAGIC INC COM 629484106 263,760 20,000 X 0 20,000
OGDEN CORP COM 676346109 641,071 53,700 X 53,500 200
OVERLAND DATA INC COM 690213103 1,438,988 191,865 X 2,325 189,540
PACKAGED ICED INC COM 695148106 417,625 128,500 X 0 128,500
PACKETEER INC COM 695210104 3,017,500 42,500 X 11,000 31,500
PARKPLACE ENTERTAINMENT CORP COM 700690100 64,756,875 5,180,550 X 200,000 4,980,550
PAULA FINANCIAL COM 703588103 909,984 150,088 X 18,100 131,988
PCORDER COM INC CLA 70453H107 1,183,200 23,200 X 1,525 21,675
PE CORP ; CELERA GENOMICS GROUP COM 69332S201 442,530 2,970 X 20 2,950
PEAPOD INC COM 704718105 1,015,076 117,690 X 0 117,690
PF CHANGS CHINA BISTRO INC COM 69333Y108 5,270,391 211,875 X 0 211,875
PHONE.COM INC COM 71920Q100 88,951,691 767,235 X 13,680 753,555
Page Total: 871,098,659
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PAGE 7 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO.
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<CAPTION>
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(ITEM 1:) (ITEM 2) (ITEM 3) (ITEM 4) (ITEM 5) (ITEM 6) (ITEM 7) (ITEM 8)
INVESTMENT DISCRETION VOTING AUTHORITY
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TITLE FAIR SHARES OR SOLE SHARE SHARED SOLE SHARED NONE
OF MARKET PRINCIPAL OTHER
NAME OF ISSUER CLASS CUSIP NO. VALUE AMOUNT (A) (B) (C) MGRS (A) (B) (C)
- -----------------------------------------------------------------------------------------------------------------------------------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
PHYCOR INC COM 71940F100 1,090,313 581,500 X 294,500 287,000
PINNACLE SYSTEMS INC COM 723481107 7,342,963 180,470 X 5,675 174,795
PLX TECHNOLOGY INC COM 693417107 17,272,403 912,050 X 493,781 418,269
PONTOTOC PRODUCTION INC COM 732763107 3,349,013 496,150 X 143,075 353,075
PORTAL SOFTWARE INC COM 736126103 74,937,236 728,430 X 22,435 705,995
POWER INTEGRATIONS INC COM 739276103 128,042 2,671 X 0 2,671
PREMIER PARKS INC COM 740540208 126,991,644 4,397,979 X 1,182,900 3,215,079
PREMIER RESEARCH WORLDWIDE LTD COM 740568100 12,360,061 1,259,565 X 249,350 1,010,215
PRISON REALTY CORP COM 74264N105 5,680,276 1,121,919 X 487,612 634,307
PROGENICS PHARMACEUTICALS INC COM 743187106 2,036,621 41,670 X 600 41,070
PURCHASEPRO.COM INC COM 746144104 96,585,363 702,439 X 5,136 697,303
QLT PHOTOTHERAPEUTICS INC COM 746927102 7,240,938 123,250 X 11,410 111,840
QUALCOMM INC COM 747525103 500,397,192 2,841,148 X 227,300 2,613,848
QWEST COMMUNICATIONS, INTERNATIONAL INC COM 749121109 67,820,288 1,577,216 X 86,465 1,490,751
REALNETWORKS INC COM 75605L104 172,193,311 1,421,600 X 166,210 1,255,390
RED HAT INC COM 756577102 10,073,456 47,685 X 3,855 43,830
REDBACK NETWORKS INC COM 757209101 28,852,625 162,550 X 7,575 154,975
RENT A CENTER INC-NEW COM 76009N100 3,002,759 151,555 X 7,852 143,703
RES-CARE INC COM 760943100 4,416,983 346,430 X 5,538 340,892
ROWAN COMPANIES INC COM 779382100 3,394,280 156,505 X 9,550 146,955
SAGENT TECHNOLOGY INC COM 786693101 1,255,899 41,950 X 0 41,950
SANTA CRUZ OPERATION INC COM 801833104 4,408,081 145,122 X 41,805 103,317
SBSA COM 846425882 4,378,395 108,780 X 5,100 103,680
SCI SYSTEMS INC COM 783890106 476,690 5,800 X 5,700 100
SCIENTIFIC ATLANTA INC COM 808655104 3,040,184 54,655 X 1,675 52,980
SCIQUEST.COM INC COM 80908Q107 18,279,038 229,925 X 37,910 192,015
SCNT COM 80864H109 1,834,214 21,220 X 800 20,420
SCP POOL CORP COM 784028102 9,570,007 368,957 X 17,575 351,382
SDL INC COM 784076101 123,724,810 567,545 X 750 566,795
SEACHANGE INTERNATIONAL INC COM 811699107 15,895,367 449,339 X 15,224 434,115
SEACOR SMIT INC
HOLDINGS INC COM 811904101 207,000 4,000 X 4,000 0
SFX ENTERTAINMENT INC CLA 784178105 7,696,464 212,680 X 55,518 157,162
SIEBEL SYSTEMS INC COM 826170102 42,955,584 511,376 X 114,625 396,751
SOFTWARE COM INC COM 83402P104 33,299,520 346,870 X 15,000 331,870
Page Total: 1,412,187,019
</TABLE>
<PAGE>
PAGE 8 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO.
<TABLE>
<CAPTION>
- -----------------------------------------------------------------------------------------------------------------------------------
(ITEM 1:) (ITEM 2) (ITEM 3) (ITEM 4) (ITEM 5) (ITEM 6) (ITEM 7) (ITEM 8)
INVESTMENT DISCRETION VOTING AUTHORITY
--------------------------------------------
TITLE FAIR SHARES OR SOLE SHARE SHARED SOLE SHARED NONE
OF MARKET PRINCIPAL OTHER
NAME OF ISSUER CLASS CUSIP NO. VALUE AMOUNT (A) (B) (C) MGRS (A) (B) (C)
- -----------------------------------------------------------------------------------------------------------------------------------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
SOLECTRON CORP COM 834182107 289,333,246 3,041,611 X 487,804 2,553,807
SPECTRASITE HOLDINGS INC COM 84760T100 5,106,313 469,546 X 122,084 347,462
SPORTS CLUB CO INC COM 84917P100 161,103 41,575 X 1,675 39,900
SPYGLASS INC COM 852192103 37,991,208 1,001,825 X 0 1,001,825
SRNA COM 817492101 5,131,841 165,875 X 48,400 117,475
STERICYCLE INC COM 858912108 2,250,975 119,650 X 42,375 77,275
STILLWATER MINING CO COM 86074Q102 2,650,980 83,168 X 5,255 77,913
STMP COM 852857101 51,650,798 1,240,860 X 102,180 1,138,680
SUMMIT DESIGN INC COM 86605U101 747,250 213,500 X 0 213,500
SUN MICROSYSTEMS INC COM 866810104 5,397,429 69,700 X 17,570 52,130
SYCAMORE NETWORKS INC COM 871206108 39,368,560 127,820 X 5,025 122,795
TANDY CORP COM 875382103 13,717,549 278,880 X 17,750 261,130
TCI SATELLITE ENTERTAINMENT INC CLA 872298104 23,883,600 1,492,725 X 135,175 1,357,550
TELIGENT INC CLA 87959Y103 16,469,034 266,705 X 1,400 265,305
TELXON CORP COM 879700102 9,562,400 597,650 X 0 597,650
TEMPLE INLAND INC COM 879868107 164,845 2,500 X 0 2,500
TEXAS INSTRUMENTS INC COM 882508104 204,458,563 2,110,540 X 232,500 1,878,040
TIME WARNER INC (HOLDING CO) COM 887315109 1,303,884 18,000 X 0 18,000
TRENWICK GROUP INC COM 895290104 5,438,673 321,093 X 56,900 264,193
TWEETER HOME ENTMT GROUP INC COM 901167106 32,517,077 915,974 X 29,900 886,074
U S AGGREGATES INC COM 90334D109 57,600 4,800 X 4,600 200
U S FRANCHISE SYSTEMS INC CLA 902956309 1,209,150 268,700 X 0 268,700
UNILEVER N V COM 904784709 34,949 642 X 0 642
UNITEDGLOBALCOM CLA 913247508 14,050,491 198,945 X 17,900 181,045
VALLEY NATIONAL GASES COM 919792101 15,940 5,000 X 5,000 0
VALUE CITY DEPARTMENT STORES, INC COM 920387107 6,651,975 439,800 X 129,000 310,800
VERISIGN INC COM 92343E102 429,803,623 2,253,230 X 65,190 2,188,040
VERTICALNET INC COM 92532L107 123,697,000 754,250 X 50,040 704,210
VIGNETTE CORP COM 926734104 102,654,955 629,785 X 43,950 585,835
VITRIA TECHNOLOGY INC COM COM 92849Q104 66,768,390 285,335 X 7,040 278,295
VRTA COM 927646109 1,516,903 50,775 X 1,375 49,400
WAL-MART STORES INC COM 931142103 20,738 300 X 0 300
WALT DISNEY CO HOLDING CO COM 254687106 130,397 4,458 X 0 4,458
WI-LAN INC COM 928972108 59,789 2,500 X 0 2,500
Page Total: 1,493,977,225
</TABLE>
<PAGE>
PAGE 3 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO.
<TABLE>
<CAPTION>
- -----------------------------------------------------------------------------------------------------------------------------------
(ITEM 1:) (ITEM 2) (ITEM 3) (ITEM 4) (ITEM 5) (ITEM 6) (ITEM 7) (ITEM 8)
INVESTMENT DISCRETION VOTING AUTHORITY
--------------------------------------------
TITLE FAIR SHARES OR SOLE SHARE SHARED SOLE SHARED NONE
OF MARKET PRINCIPAL OTHER
NAME OF ISSUER CLASS CUSIP NO. VALUE AMOUNT (A) (B) (C) MGRS (A) (B) (C)
- -----------------------------------------------------------------------------------------------------------------------------------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
WINK COMMUNICATIONS INC COM 974168106 21,966,841 365,730 X 1,060 364,670
YAHOO INC COM 984332106 510,225,105 1,179,199 X 339,489 839,710
YOUNG & RUBICAM INC COM 987425105 5,518,500 78,000 X 0 78,000
ZAPME CORP COM 98912E100 255,300 29,600 X 1,700 27,900
==============
10,174,082,120
</TABLE>
