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 March 31, 2000.
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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: 03/31/00
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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>
3DFX INTERACTIVE INC COM 88553X103 25,182,375 2,109,430 X 0 0 2,107,280
ACE LTD COM G0070K103 11,437,500 500,000 X 0 0 500,000
ACTUATE SOFTWARE CORP COM 00508B102 207,180 3,850 X 0 0 3,850
AES CORP COM 00130H105 346,500 4,400 X 4,300 0 100
AGILE SOFTWARE CORP COM 00846X105 22,830,938 365,295 X 39,785 0 325,410
AKAMAI TECHNOLOGIES INC COM 00971T101 37,483,902 233,090 X 5,980 0 227,085
ALEXION PHARMACEUTICALS INC COM 015351109 22,669 325 X 0 0 325
ALGOS PHARMACEUTICAL CORP COM 015869100 28,750 2,000 X 0 0 2,000
ALLAIRE CORP COM 016714107 32,739,575 432,920 X 50,010 0 382,790
ALLEGHANY CORP COM 017175100 24,816 132 X 0 0 132
ALLEGIANCE TELECOM INC COM 01747T102 36,281 450 X 0 0 450
ALTEON WEBSYSTEMS INC COM 02145A109 27,483,530 335,165 X 550 0 334,540
AMAZON.COM INC COM 023135106 139,025 2,075 X 0 0 2,075
AMDOCS LIMITED COM G02602103 10,590,439 143,720 X 44,075 0 99,645
AMFM INC COM 001693100 8,540,324 137,470 X 15,790 0 121,640
ANALOG DEVICES INC COM 032654105 282,150,964 3,502,245 X 881,210 0 2,619,885
AON CORP COM 037389103 22,680,683 703,277 X 0 0 703,277
APPLIED MATERIALS INC COM 038222105 466,538 4,950 X 60 0 4,890
APPLIED MICRO CIRCUITS CORP COM 03822W109 79,061,442 526,855 X 16,710 0 510,010
APPLIED SIGNAL TECHNOLOGY INC COM 038237103 327,088 19,100 X 18,900 0 200
ARCH COMMUNICATIONS GROUP INC COM 039381504 1,062,138 137,050 X 3,300 0 133,750
ARIBA INC COM 04033V104 112,417,695 536,280 X 32,125 0 504,145
ARONEX PHARMACEUTICALS INC COM 042666206 2,002,875 534,100 X 0 0 534,100
ARROWPOINT COMMUNICATIONS INC COM 042810101 17,772,600 150,000 X 0 0 149,950
ART TECHNOLOGY GROUP INC COM 04289L107 14,720,681 224,100 X 8,900 0 215,075
ASIAINFO HOLDINGS INC COM 04518A104 23,967,075 396,150 X 0 0 396,150
ASK JEEVES INC COM 045174109 33,103,466 541,570 X 28,165 0 513,275
ASM INTERNATIONAL NV COM N07045102 6,800,500 234,500 X 11,000 0 223,275
ASPECT DEVELOPMENT INC COM 045234101 17,188,125 267,000 X 7,900 0 258,705
AT HOME CORP COM SER A045919107 21,963,552 666,815 X 24,725 0 641,452
ATMEL CORP COM 049513104 6,337,227 122,755 X 5,850 0 116,780
AUTOMATED SYSTEMS COM 2,452,800 2,920,000 X 0 0 2,920,000
AUTOTOTE CORP CL A 053323101 2,178,073 490,778 X 9,000 0 481,778
AVANEX CORP COM 05348W109 37,146,124 244,785 X 9,675 0 235,085
Page Total 860,893,449
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PAGE 1 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO. FOR THE QUARTER END: 03/31/00
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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>
AVERY DENNISON CORP COM 053611109 51,904 850 X 0 0 850
BACKWEB TECHNOLOGIES LTD ORD COM M15633106 6,249,719 181,810 X 35,050 0 146,660
BANK ONE CORP COM 06423A103 29,219 850 X 0 0 850
BE FREE COM 073308108 64,593,210 2,936,055 X 23,380 0 2,912,550
BED BATH & BEYOND INC COM 075896100 14,766 375 X 0 0 375
BENIHANA INC CL A 082047200 1,654,534 135,064 X 3,375 0 131,689
BERKSHIRE HATHAWAY INC CL B 084670207 227,500 125 X 125 0 0
BIG CITY RADIO INC CL A 089098107 2,437,425 423,900 X 0 0 423,900
BIOCOMPATIBLES INTL PLC ORD COM G1117T107 1,104,106 206,375 X 13,650 0 192,725
BIOMAGNETIC TECHNOLOGIES INC COM 09060N107 15,908 17,554 X 17,554 0 0
BLAZE SOFTWARE INC COM 09347T109 1,068,750 37,500 X 0 0 37,500
BLOCKBUSTER INC CL A 093679108 29,738,750 2,973,875 X 0 0 2,968,675
BOEING CO COM 097023105 37,938 1,000 X 0 0 1,000
BRISTOL MYERS SQUIBB CO COM 110122108 46,200 800 X 0 0 800
BROADBASE SOFTWARE INC COM 11130R100 32,380,893 406,030 X 60,885 0 345,085
BROADCOM CORP CL A 111320107 118,769,518 489,015 X 1,895 0 487,080
BROCADE COMMUNICATIONS SYS INC COM 111621108 136,497,538 761,225 X 22,190 0 738,990
BROWN & BROWN INC COM 115236101 75,442 1,950 X 0 0 1,950
C R BARD INC COM 067383109 41,430,004 1,074,450 X 220,700 0 853,750
CACHEFLOW INC COM COM 126946102 20,286,015 171,190 X 23,700 0 147,445
CADENCE DESIGN SYSTEMS INC COM 127387108 13,986 674 X 0 0 674
CADIZ INCCOM COM 127537108 16,348,263 1,923,325 X 167,000 0 1,756,325
CALIPER TECHNOLOGIES CORP COM 130876105 36,941,678 456,775 X 1,800 0 454,975
CALPINE CORP COM 131347106 5,639,530 59,995 X 2,610 0 57,360
CALTON INC COM 131380206 2,811,258 881,825 X 0 0 881,825
CAMINUS CORP COM 133766105 1,779,300 88,965 X 5,650 0 83,190
CAREY INTERNATIONAL INC COM 141750109 28,292,046 1,664,238 X 121,325 0 1,542,601
CARRIER1 INTL S A ADR 144500303 28,751,047 1,483,925 X 7,275 0 1,476,650
C-CUBE MICROSYSTEMS INC COM 125015107 11,054,907 151,826 X 610 0 151,216
C-CUBE SEMICONDUCTOR COM 12501P103 10,901,250 382,500 X 0 0 382,500
CHICAGO TITLE CORP COM 168228104 22,815 390 X 0 0 390
CHICOS FAS INC COM 168615102 5,862,144 345,788 X 23,390 0 322,398
CHUBB CORP COM 171232101 34,038,239 503,800 X 0 0 503,725
CIT GROUP INC CL A 125577106 21,838,050 1,119,900 X 0 0 1,119,900
Page Total 661,003,850
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<CAPTION>
PAGE 1 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO. FOR THE QUARTER END: 03/31/00
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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>
CITIGROUP INC COM 172967101 88,970 1,500 X 0 0 1,500
CITRIX SYSTEMS INC COM 177376100 26,855,763 405,370 X 57,260 0 348,090
CLEAR CHANNEL COMMUNICATIONS, INC COM 184502102 8,169,048 118,284 X 40,200 0 78,084
C-MAC INDUSTRIES INC COM 125920108 21,594,767 501,475 X 0 0 501,475
CNET NETWORKS INC COM 12613R104 392,611,725 7,745,677 X 2,508,216 0 5,234,074
COMPUTER & TECHNOLOGIES HLDG LTD COM G2335C108 9,625,000 5,000,000 X 0 0 5,000,000
CONAGRA INC COM 205887102 18,125 1,000 X 0 0 1,000
CONEXANT SYSTEMS INC COM 207142100 3,061,520 43,120 X 10,115 0 33,005
CONSOLIDATED EDISON INC COM 209115104 11,600 400 X 0 0 400
CONTINENTAL AIRLINES INC CL B 210795308 45,072,153 1,100,175 X 205,000 0 893,600
CORE INC COM 21867P102 27,326 5,025 X 0 0 5,025
CORNING INC COM 219350105 8,079,130 41,645 X 940 0 40,668
CORRECTIONAL SERVICES CORP COM 219921103 8,524,512 1,794,634 X 49,493 0 1,745,141
COSTCO WHOLESALE CORP COM 22160K105 12,603,083 239,771 X 0 0 239,771
COURIER CORP COM 222660102 1,716,873 73,844 X 11,325 0 62,519
COVAD COMMUNICATIONS GROUP INC COM 222814204 44,739,895 617,102 X 13,852 0 603,087
CSG SYSTEMS INTERNATIONAL INC COM 126349109 78,018,988 1,598,325 X 137,525 0 1,459,338
CYBERONICS INC COM 23251P102 5,639,852 301,790 X 13,775 0 288,015
DAISYTEK INTERNATIONAL CORP COM 234053106 1,111,132 70,267 X 1,624 0 68,643
DATA RETURN CORP COM 23785M104 11,089,916 301,250 X 12,550 0 288,700
DAVIDS BRIDAL INC COM 238576102 2,235,274 185,300 X 4,500 0 180,800
DELANO TECHNOLOGY CORP COM 245701107 1,344,261 59,910 X 0 0 59,910
DIAMOND TECHNOLOGY PARTNERS CL A 252762109 221,906 3,375 X 0 0 3,375
DIEBOLD INC COM 253651103 19,250 700 X 0 0 700
DIGEX INC CL A 253756100 34,670,898 312,525 X 6,025 0 306,500
DIGITAL IMPACT INC COM 25385G106 73,098,402 2,055,465 X 274,390 0 1,781,075
DIGITAL INSIGHT CORP COM 25385P106 22,714,256 443,205 X 66,250 0 376,830
DIGITAL ISLAND INC COM 25385N101 21,937,071 359,990 X 56,755 0 303,117
DIGITALTHINK INC COM 25388M100 87,054 2,210 X 0 0 2,180
DISPATCH MANAGEMENT SERVICES, CORP COM 254927106 5,283,864 2,224,785 X 569,210 0 1,655,575
DITECH COMMUNICATIONS CORP COM 25500M103 19,551,335 184,337 X 53,790 0 130,522
DIVERSA CORP COM 255064107 13,623,420 289,860 X 11,415 0 278,445
DOLLAR TREE STORES INC COM 256747106 194,877,236 3,738,652 X 205,734 0 3,532,302
DOUBLECLICK INC COM 258609304 8,893,907 94,995 X 33,820 0 61,155
Page Total 1,077,217,510
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PAGE 1 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO. FOR THE QUARTER END: 03/31/00
- -----------------------------------------------------------------------------------------------------------------------------------
(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>
DSP GROUP INC COM 23332B106 50,301,900 762,150 X 0 0 762,150
E PIPHANY INC COM 26881V100 43,675,101 327,000 X 30,860 0 296,115
EARTHLINK INC COM 270321102 13,607 700 X 0 0 700
EARTHSHELL CORP COM 27032B100 1,014,544 245,950 X 195,450 0 50,500
EBAY INC COM 278642103 1,166,880 6,630 X 615 0 6,015
ECHOSTAR COMMUNICATIONS CORP CL A 278762109 428,461,240 5,423,560 X 49,860 0 5,369,550
EFFICIENT NETWORKS INC COM 282056100 76,382,915 490,420 X 14,865 0 475,530
ELLETT BROTHERS INC COM 288398100 3,720,094 654,025 X 104,500 0 549,525
EMCORE CORP COM 290846104 109,136,680 948,495 X 14,560 0 933,373
ENHANCE FINANCIAL SERVICES GROUP INC COM 293310108 1,802,703 127,625 X 15,000 0 112,200
ENRON CORP COM 293561106 20,285,509 270,925 X 16,525 0 254,087
ESS TECHNOLOGY INC COM 269151106 44,119,688 2,521,125 X 0 0 2,518,463
E-TEK DYNAMICS INC COM 269240107 26,337,414 111,955 X 11,525 0 100,430
EXAR CORP COM 300645108 16,951,843 236,880 X 16,605 0 220,275
EXODUS COMMUNICATIONS INC COM 302088109 564,992,229 4,021,297 X 177,725 0 3,842,172
EXTREME NETWORKS INC COM 30226D106 33,524,835 424,365 X 12,825 0 411,465
EXXON MOBIL CORP COM 30231G102 61,005 784 X 0 0 784
FAIRMARKET INC COM 305158107 455,000 20,000 X 310 0 19,690
FASTENAL CO COM 311900104 6,728,448 140,542 X 6,475 0 134,067
FIRST AMERICAN FINANCIAL CORP COM 318522307 56,723,567 3,997,996 X 87,744 0 3,906,995
FLORIDA EAST COAST INDS INC COM 340632108 2,198,990 45,340 X 910 0 44,430
FORTUNE BRANDS INC COM 349631101 20,000 800 X 0 0 800
FOUNDRY NETWORKS INC COM 35063R100 101,047,625 702,940 X 47,260 0 655,560
FREEMARKETS INC COM 356602102 708,455 5,855 X 595 0 5,260
GARTNER GROUP INC CL A 366651107 6,857,944 435,425 X 19,200 0 415,850
GENE LOGIC INC COM 368689105 11,594,666 275,650 X 0 0 275,650
GENERAL AMERICAN INVESTORS CO COM 368802104 38,824 986 X 0 0 986
GENERAL DATACOMM INDUSTRIES INC COM 369487103 12,256 1,325 X 0 0 1,325
GENERAL SEMICONDUCTOR CORP COM 370787103 15,956 925 X 0 0 925
GENOMICS ONE CORPORATION COM 372432104 2,173,209 199,000 X 0 0 199,000
GLOBAL MARINE INC COM 379352404 6,311,778 248,740 X 9,350 0 239,390
GOTO.COM INC COM 38348T107 59,178,459 1,441,165 X 244,250 0 1,196,915
H & R BLOCK INC COM 093671105 22,375 500 X 0 0 500
HAEMONETICS CORP COM 405024100 45,000 2,000 X 2,000 0 0
Page Total 1,676,080,739
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<TABLE>
<CAPTION>
PAGE 1 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO. FOR THE QUARTER END: 03/31/00
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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>
HARTFORD FINANCIAL SERVICES GROUP INC COM 416515104 5,275,000 100,000 X 0 0 100,000
HCC INSURANCE HOLDINGS INC COM 404132102 1,200,702 90,619 X 625 0 89,994
HEALTH SYSTEMS DESIGN CORP COM 421964107 562,500 100,000 X 0 0 100,000
HELATHEXTRAS INC COM 422211102 1,028,984 228,663 X 26,075 0 202,588
HIKARI TSUSHIN INC COM J1949F108 14,385,440 20,000 X 0 0 20,000
HOLLINGER INTERNATIONAL INC CL A 435569108 17,200 1,600 X 0 0 1,600
HOMESTORE COM INC COM 437852106 16,560,375 339,700 X 11,005 0 328,695
HUMAN GENOME SCIENCES INC COM 444903108 53,748,786 647,085 X 112,200 0 534,298
HUTCHISON WHAMPOA LTD ORD COM Y38024108 18,037,000 1,000,000 X 0 0 1,000,000
HYBRID NETWORKS INC COM 44860K102 2,100,880 158,557 X 0 0 158,082
I2 TECHNOLOGIES INCC COM 465754109 12,551,397 102,775 X 3,100 0 99,625
IBIS TECHNOLOGY CORP COM 450909106 127,083,600 1,412,040 X 13,450 0 1,397,590
IMAGEX COM INC COM 45244D102 195,716 9,725 X 0 0 9,725
IMPATH INC COM 45255G101 41,344 1,125 X 0 0 1,125
INFINEON TECHNOLOGIES AG SPNSRD
ADR 45662N103 57,899,227 1,008,030 X 0 0 1,008,030
INFINITY BROADCASTING CORP CL A 45662S102 12,569,723 388,254 X 115,493 0 272,676
INFORMIX CORP COM 456779107 84,690 5,000 X 5,000 0 0
INFOSPACE COM INC COM 45678T102 554,296,639 3,811,225 X 688,150 0 3,120,885
INKTOMI CORP COM 457277101 44,471,700 228,060 X 28,430 0 199,580
INNOVEDA INC COM 45769F102 9,032,363 1,204,315 X 277,800 0 925,965
INSO CORP COM 457674109 1,076,288 79,725 X 0 0 79,725
INTEGRAL SYSTEMS INC COM 45810H107 4,499,190 99,982 X 1,050 0 98,932
INTEL CORP COM 458140100 395,814 3,000 X 3,000 0 0
INTEREP NATL RADIO SALES INC COM 45866V109 1,414,010 211,425 X 0 0 208,650
INTERNAP NETWORK SVCS CORP COM 45885A102 52,011,740 1,130,690 X 76,190 0 1,054,375
INTERNATIONAL BUSINESS, MACHINES CORP COM 459200101 398,250 3,375 X 0 0 3,375
INTUIT INC COM 461202103 601,116 11,055 X 60 0 10,995
ION NETWORKS INC COM 46205P100 6,015,344 178,895 X 8,500 0 170,295
JAZZTEL P L C COM 47214R152 32,935,696 406,925 X 7,125 0 399,800
JDS UNIPHASE CORP COM COM 46612J101 363,485,027 3,014,897 X 94,590 0 2,919,782
JOHNSON & JOHNSON COM 478160104 35,032 500 X 0 0 500
JUNIPER NETWORKS COM 48203R104 174,201,701 660,949 X 33,354 0 627,580
KANA COMMUNICATIONS INC COM 483600102 46,810,860 688,395 X 1,770 0 686,550
KEYNOTE SYS INC COM 493308100 52,230,834 510,815 X 31,945 0 478,762
Page Total 1,667,254,166
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<CAPTION>
PAGE 1 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO. FOR THE QUARTER END: 03/31/00
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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>
KITTY HAWK INC COM 498326107 7,307,281 1,538,375 X 243,850 0 1,294,525
KLA-TENCOR CORP COM 482480100 31,336,788 371,950 X 0 0 371,950
KLLM TRANSPORT SERVICES INC COM 482498102 23,589 3,400 X 0 0 3,400
KOPIN CORP COM 500600101 31,405,000 456,800 X 0 0 456,800
KULICKE & SOFFA INDUSTRIES INC COM 501242101 32,032 500 X 0 0 500
LAMAR ADVERTISING CO CL A 512815101 4,576,618 100,585 X 25,750 0 74,835
LANDEC CORP COM 514766104 3,386,745 501,740 X 29,500 0 472,240
LASALLE RE HOLDINGS LTD COM G5383Q101 2,164,869 157,445 X 1,600 0 155,370
LIBERATE TECHNOLOGIES COM 530129105 14,929,166 237,915 X 37,430 0 200,465
LEGGETT & PLATT INC COM 524660107 10,750 500 X 0 0 500
LEVEL 3 COMMUNICATIONS INC COM 52729N100 231,800,828 2,191,970 X 36,880 0 2,153,890
LOUDEYE TECHNOLOGIES INC COM 545754103 38,188 1,095 X 0 0 1,055
LOWES COMPANIES INC COM 548661107 11,675 200 X 0 0 200
LUCENT TECHNOLOGIES INC COM 549463107 36,450 600 X 0 0 600
MACROMEDIA INC COM 556100105 51,465,315 569,855 X 6,850 0 562,930
MARINE DRILLING COMPANIES INC COM 568240204 8,055,248 293,580 X 12,800 0 280,780
MARTHA STEWART LIVING COM 573083102 1,874,826 69,438 X 1,675 0 67,763
MATTEL INC COM 577081102 13,569 1,300 X 0 0 1,300
MAXYGEN INC COM 577776107 34,743,574 532,975 X 25,025 0 507,850
MAY DEPARTMENT STORES CO COM 577778103 25,650 900 X 0 0 900
MEADE INSTRUMENTS CORP COM 583062104 27,600,000 400,000 X 0 0 400,000
MEDAREX INC COM 583916101 45,232,035 900,140 X 12,175 0 887,890
MEDIA METRIX INC COM 58440X103 79,640,610 1,896,205 X 30,750 0 1,865,385
MEDICAL MANAGER CORP COM 58461U103 1,540,493 43,935 X 2,542 0 41,393
MERCK & CO INC COM 589331107 59,019 950 X 0 0 950
MERCURY INTERACTIVE CORP COM 589405109 107,542,250 1,357,000 X 113,790 0 1,243,210
MERIT MEDICAL SYSTEMS INC COM 589889104 2,077,453 210,375 X 2,750 0 207,625
METACREATIONS CORP COM 591016100 4,489,275 211,260 X 12,175 0 199,085
METROMEDIA FIBER NETWORK INC CL A 591689104 694,047,166 7,177,637 X 1,204,435 0 5,970,190
MIDWAY GAMES INC COM 598148104 27,306,594 2,060,875 X 0 0 2,057,950
MIIX GROUP INC COM 59862V104 31,514 2,261 X 0 0 2,261
MILLENNIUM PHARMACEUTICALS INC COM 599902103 13,173,221 101,430 X 30 0 101,400
MONTANA POWER CO COM 612085100 91,835,840 1,434,935 X 152,880 0 1,282,030
MRV COMMUNICATIONS INC COM 553477100 19,231,629 209,895 X 775 0 209,120
Page Total 1,537,045,259
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<CAPTION>
PAGE 1 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO. FOR THE QUARTER END: 03/31/00
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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>
MSI HOLDINGS INC COM 553654104 712,500 25,000 X 0 0 25,000
MUELLER INDUSTRIES INC COM 624756102 42,553,097 1,400,925 X 41,425 0 1,359,500
NATIONAL COMPUTER SYSTEMS INC COM 635519101 50,750 1,000 X 1,000 0 0
NATIONAL INFORMATION CONSORTIUM INC COM 636491102 16,102,976 463,395 X 7,775 0 455,295
NATIONAL INSTRUMENTS CORP COM 636518102 24,276,615 517,206 X 40,223 0 476,533
NAVIGATORS GROUP INC COM 638904102 1,470,383 144,325 X 0 0 143,875
NAVISITE INC COM 63935M109 45,135,160 370,720 X 10,725 0 359,945
NET PERCEPTIONS INC COM 64107U101 25,246,384 683,480 X 8,990 0 674,490
NETWORKS INC COM 315616102 12,791,878 188,810 X 1,575 0 187,185
NEWGEN RESULTS CORPORATION COM 651359101 3,895,994 255,475 X 12,775 0 242,700
NIKU CORP COM 654113109 24,931,585 526,950 X 9,295 0 517,655
NOKIA CORP SPNSRD
ADR 654902204 45,494,323 209,410 X 0 0 209,410
NORFOLK SOUTHERN CORP COM 655844108 20,125 1,400 X 0 0 1,400
NORTHEAST OPTIC NETWORK INC COM 664334109 38,657,975 457,150 X 10,950 0 446,200
NORTHLAND CRANBERRIES INC CL A 666499108 13,947,155 2,564,775 X 216,525 0 2,347,400
NTL INC COM 629407107 12,163,236 131,051 X 10,431 0 120,620
NUCENTRIX BROADBAND NETWORKS INC COM 670198100 5,085,594 172,393 X 92,000 0 80,393
NYMAGIC INC COM 629484106 461,970 33,750 X 0 0 33,750
OAK TECHNOLOGY INC COM 671802106 192,500 10,000 X 10,000 0 0
OBJECTIVE SYSTEMS INTEGRATORS INC COM 674424106 13,290 875 X 0 0 875
OGDEN CORP COM 676346109 567,055 47,500 X 47,300 0 200
OPENTV CORP CL A G67543101 56,228 475 X 0 0 465
OVERLAND DATA INC COM 690213103 2,572,826 182,950 X 1,475 0 181,475
PACKAGED ICED INC COM 695148106 567,788 126,175 X 0 0 126,175
PANJA INC COM 698493103 3,357,310 145,970 X 15,580 0 130,390
PARKPLACE ENTERTAINMENT CORP COM 700690100 64,663,535 5,598,775 X 203,150 0 5,391,063
PAULA FINANCIAL COM 703588103 703,108 200,888 X 24,100 0 176,788
PE CORP ; CELERA GENOMICS GROUP COM 69332S201 41,424,932 452,420 X 12,195 0 440,150
PEPSICO INC COM 713448108 31,107 900 X 0 0 900
PF CHANGS CHINA BISTRO INC COM 69333Y108 6,893,313 208,100 X 0 0 208,100
PHONE.COM INC COM 71920Q100 136,003,838 833,740 X 21,875 0 811,795
PINNACLE SYSTEMS INC COM 723481107 5,836,206 175,525 X 5,650 0 169,700
PLX TECHNOLOGY INC COM 693417107 26,471,512 710,950 X 307,095 0 403,643
PMC-SIERRA INC COM 69344F106 136,296,807 669,145 X 36,300 0 632,825
Page Total 738,649,054
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
PAGE 1 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO. FOR THE QUARTER END: 03/31/00
- -----------------------------------------------------------------------------------------------------------------------------------
(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>
PONTOTOC PRODUCTION INC COM 732763107 28,531 4,150 X 0 0 4,150
PORTAL SOFTWARE INC COM 736126103 208,807,724 3,667,285 X 396,375 0 3,268,688
POWER INTEGRATIONS INC COM 739276103 25,000 1,000 X 0 0 1,000
PREMIER PARKS INC COM 740540208 80,082,945 3,804,545 X 1,169,140 0 2,634,405
PREMIER RESEARCH WORLDWIDE LTD COM 740568100 14,248,868 904,690 X 249,350 0 655,340
PRICELINE.COM INC COM 741503106 13,457,100 173,640 X 5,495 0 167,958
PRIMUS KNOWLEDGE SOLUTIONS INC COM 74163Q100 4,994,880 58,080 X 1,850 0 56,170
PRISON REALTY CORP COM 74264N105 13,811 4,509 X 0 0 4,509
PROTEIN DESIGN LABS INC COM 74369L103 5,160,743 64,915 X 3,920 0 60,995
PSION PLC-ORD COM G72928107 21,870,572 329,520 X 0 0 329,520
PURCHASEPRO.COM INC COM 746144104 46,593,213 642,665 X 21,755 0 620,835
QLT PHOTOTHERAPEUTICS INC COM 746927102 6,658,454 120,515 X 11,410 0 109,105
QUALCOMM INC COM 747525103 380,598,488 2,548,998 X 141,975 0 2,405,873
QUANTUM EFFECT DEVICES INC COM 74764T107 27,375,473 343,805 X 175 0 343,630
RADWARE LTD ORD COM M81873107 12,227,950 315,560 X 75,925 0 239,575
REALNETWORKS INC COM 75605L104 125,312,751 2,200,865 X 325,750 0 1,873,640
RED HAT INC COM 756577102 38,063,556 898,255 X 9,570 0 887,873
REDBACK NETWORKS INC COM 757209101 89,014,100 296,775 X 7,675 0 289,085
RENT A CENTER INC COM 76009N100 2,117,670 141,178 X 7,187 0 133,991
RF MICRO DEVICES INC COM 749941100 20,243,594 150,650 X 29,570 0 121,045
ROWAN COMPANIES INC COM 779382100 8,367,457 284,240 X 12,900 0 271,190
S3 INC COM 784849101 5,565,000 265,000 X 0 0 265,000
SBC COMMUNICATIONS INC COM 78387G103 65,436 1,558 X 0 0 1,558
SCI SYSTEMS INC COM 783890106 581,180 10,800 X 10,600 0 200
SCIENTIFIC ATLANTA INC COM 808655104 6,958,197 109,685 X 3,350 0 106,210
SCIQUEST.COM INC COM 80908Q107 7,853,879 305,005 X 61,385 0 243,570
SCP POOL CORP COM 784028102 11,401,075 372,280 X 17,575 0 354,605
SDL INC COM 784076101 173,373,489 814,438 X 1,265 0 813,133
SEACHANGE INTERNATIONAL INC COM 811699107 2,212,707 35,906 X 8,599 0 27,307
SEACOR SMIT INC COM 811904101 241,500 4,000 X 4,000 0 0
SFX ENTERTAINMENT INC CL A 784178105 3,495,429 85,645 X 51,068 0 34,577
SHERWIN WILLIAMS CO COM 824348106 31,810 1,450 X 0 0 1,450
SIEBEL SYSTEMS INC COM 826170102 52,749,912 441,651 X 106,375 0 335,276
SIGNAL TECHNOLOGY CORP COM 826675100 3,562,222 136,353 X 3,075 0 133,278
Page Total 1,373,354,716
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
PAGE 1 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO. FOR THE QUARTER END: 03/31/00
- -----------------------------------------------------------------------------------------------------------------------------------
(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>
SIRIUS SATELLITE RADIO INC COM 82966U103 5,731,065 100,545 X 3,525 0 96,920
SOFTWARE COM INC COM 83402P104 44,340,088 344,055 X 15,000 0 329,005
SOLECTRON CORP COM 834182107 259,929,209 6,484,904 X 1,169,508 0 5,312,271
SONICWALL INC COM 835470105 31,116,207 467,035 X 15,950 0 451,060
SPECTRASITE HOLDINGS INC COM 84760T100 6,161,928 217,636 X 76,241 0 141,395
SPYGLASS INC COM 852192103 75,989,856 979,920 X 0 0 979,845
SEQUENOM INC COM 817337108 23,568,497 598,565 X 52,100 0 546,340
SERENA SOFTWARE INC COM 817492101 26,265 824 X 0 0 824
ST PAUL COMPANIES INC COM 792860108 52,040,625 1,525,000 X 0 0 1,522,300
STANCORP FINL GROUP INC COM 852891100 3,523,163 128,700 X 0 0 128,700
STERICYCLE INC COM 858912108 14,375 575 X 0 0 575
STILLWATER MINING CO COM 86074Q102 7,522,800 188,070 X 7,750 0 180,320
SYCAMORE NETWORKS INC COM 871206108 49,314,120 382,280 X 15,680 0 366,550
TANDY CORP COM 875382103 13,986,193 275,590 X 14,750 0 260,565
TCI SATELLITE ENTERTAINMENT INC CL A 872298104 30,128,244 1,575,333 X 175,700 0 1,399,468
TELIGENT INC CL A 87959Y103 649,756 9,725 X 0 0 9,725
TELXON CORP COM 879700102 17,609,542 1,002,650 X 0 0 999,125
TEMPLE INLAND INC COM 879868107 124,533 2,500 X 0 0 2,500
TEXAS INSTRUMENTS INC COM 882508104 308,820,800 1,930,130 X 230,345 0 1,698,335
TIME WARNER INC (HOLDING CO) COM 887315109 1,800,000 18,000 X 0 0 18,000
TRANSWITCH CORP COM 894065101 15,418,450 160,400 X 12,405 0 147,995
TRENWICK GROUP INC COM 895290104 1,681,285 119,029 X 150 0 118,879
TRIPLE S PLASTICS INC COM 896926102 123,504 8,000 X 8,000 0 0
TURNSTONE SYSTEMS INC COM 900423104 102,749,625 893,475 X 59,480 0 833,873
TWEETER HOME ENTMT GROUP INC COM 901167106 39,886,906 901,399 X 29,900 0 871,499
UNITEDGLOBALCOM CL A 913247508 14,802,048 197,195 X 17,900 0 179,295
UNUMPROVIDENT CORP COM 91529Y106 51,000,034 3,000,002 X 0 0 2,994,627
USINTERNETWORKING INC COM 917311805 29,081,565 750,492 X 0 0 749,555
UTSTARCOM INC COM 918076100 57,548,044 737,200 X 0 0 737,200
VALLEY NATIONAL GASES INC COM 919792101 18,750 5,000 X 5,000 0 0
VALUE CITY DEPARTMENT STORES, INC COM 920387107 28,791 2,075 X 0 0 2,075
VERISIGN INC COM 92343E102 408,825,242 2,734,617 X 215,105 0 2,518,050
VIGNETTE CORP COM 926734104 81,590,486 509,145 X 41,200 0 467,920
VITESSE SEMICONDUCTOR CORP COM 928497106 84,300,081 875,845 X 58,000 0 817,810
Page Total 1,819,452,075
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
PAGE 1 NAME OF REPORTING MANAGER: GILDER, GAGNON, HOWE & CO. FOR THE QUARTER END: 03/31/00
- -----------------------------------------------------------------------------------------------------------------------------------
(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>
VITRIA TECHNOLOGY INC COM COM 92849Q104 105,414,105 1,045,640 X 52,270 0 993,290
W R BERKLEY CORP COM 084423102 9,211,708 399,415 X 0 0 399,090
WALT DISNEY CO HOLDING CO COM 254687106 184,450 4,458 X 0 0 4,458
WEBMETHODS INC COM 94768C108 95,638,809 396,225 X 20,640 0 375,555
WEBVAN GROUP INC COM 94845V103 32,866 4,275 X 4,275 0 0
WESTAIM CORP COM 956909105 31,053,156 3,024,825 X 0 0 3,024,825
WI-LAN INC COM 928972108 104,211 2,500 X 0 0 2,500
WITNESS SYS INC COM 977424100 227,813 7,500 X 0 0 7,500
YAHOO INC, COM 984332106 405,907,514 2,368,534 X 771,786 0 1,596,501
YOUNG & RUBICAM INC COM 987425105 19,553,410 416,030 X 37,310 0 378,720
ZAPME CORP COM 98912E100 13,344 1,750 X 0 0 1,750
ZENITH NATIONAL INSURANCE CORP COM 989390109 1,486,596 67,000 X 0 0 67,000
==============
12,079,778,800
</TABLE>
