GGHC
Gilder Gagnon Howe & Co Portfolio holdings
AUM
$8.34B
1-Year Est. Return
46.58%
This Fund
S&P 500
1 Year Est. Return
+46.58%
AUM
$8.34B
AUM Growth
-$1.14B
(-12%)
Holding
285
Top Buys
| 1 | +$87.8M | |
| 2 | +$59.2M | |
| 3 | +$56.8M | |
| 4 |
Live Oak Bancshares
LOB
|
+$44M |
| 5 |
nLIGHT
LASR
|
+$42.6M |
Top Sells
| 1 | +$85.1M | |
| 2 | +$44M | |
| 3 | +$43.4M | |
| 4 |
CrowdStrike
CRWD
|
+$38.3M |
| 5 |
Microsoft
MSFT
|
+$35.5M |
Sector Composition
| 1 | Technology | 27.65% |
| 2 | Communication Services | 20.18% |
| 3 | Consumer Discretionary | 14.98% |
| 4 | Industrials | 12.52% |
| 5 | Healthcare | 10.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.4T
| $442M | 5.3% |
2,532,418
-47,291
|
|
||
2
Netflix
NFLX
$351B
| $403M | 4.84% |
4,191,843
-173,533
|
|
||
3
Cloudflare
NET
$96.4B
| $367M | 4.4% |
1,778,168
+23,707
|
|
||
4
Amazon
AMZN
$2.78T
| $365M | 4.38% |
1,751,990
-47,619
|
|
||
5
Shopify
SHOP
$151B
| $256M | 3.07% |
2,154,743
-23,653
|
|
||
6
Tesla
TSLA
$1.58T
| $230M | 2.76% |
619,700
-106,797
|
|
||
7
Meta Platforms (Facebook)
META
$1.53T
| $225M | 2.7% |
394,067
-16,190
|
|
||
8
Intuitive Surgical
ISRG
$142B
| $207M | 2.49% |
449,557
-23,988
|
|
||
9
Quanta Services
PWR
$105B
| $205M | 2.46% |
373,698
+331
|
|
||
10
Natera
NTRA
$30.5B
| $151M | 1.81% |
755,275
-73,025
|
|
||
11
Alphabet (Google) Class A
GOOGL
$4.41T
| $138M | 1.65% |
478,792
-7,017
|
|
||
12
EchoStar
SATS
$35.7B
| $137M | 1.65% |
1,173,977
+244,585
|
|
||
13
Micron Technology
MU
$1.2T
| $130M | 1.56% |
385,605
-110,729
|
|
||
|
EMBJ
14
Embraer S.A. ADS
EMBJ
$10.3B
| $126M | 1.51% |
2,119,373
-203,922
|
|
||
|
15
Alphabet (Google) Class C
GOOG
$4.37T
| $120M | 1.44% |
419,748
+29,966
|
|
||
|
QXO
16
QXO Inc
QXO
$11.8B
| $116M | 1.4% |
5,988,681
-237,374
|
|
||
17
TKO Group
TKO
$15.3B
| $114M | 1.37% |
564,911
-129,689
|
|
||
18
New York Times
NYT
$12.1B
| $114M | 1.36% |
1,356,477
+7,856
|
|
||
19
SiTime
SITM
$18.2B
| $113M | 1.35% |
326,068
-45,226
|
|
||
20
Toast
TOST
$15.3B
| $108M | 1.29% |
4,069,162
-321,402
|
|
||
21
Shake Shack
SHAK
$2.3B
| $102M | 1.23% |
1,155,577
-113,539
|
|
||
22
Arcutis Biotherapeutics
ARQT
$2.61B
| $101M | 1.22% |
4,304,010
-149,846
|
|
||
23
SharkNinja
SN
$17.2B
| $101M | 1.22% |
957,107
-33,517
|
|
||
24
Robinhood
HOOD
$78.8B
| $100M | 1.2% |
1,447,235
+674,289
|
|
||
|
NBIS
25
Nebius Group N.V.
NBIS
$66.2B
| $98.7M | 1.18% |
951,093
-62,893
|
|