GGHC

Gilder Gagnon Howe & Co Portfolio holdings

AUM $9.42B
1-Year Est. Return 54.36%
This Quarter Est. Return
1 Year Est. Return
+54.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.42B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1 +$113M
2 +$100M
3 +$52.6M
4
NBIS
Nebius Group N.V.
NBIS
+$49.3M
5
TTAN
ServiceTitan Inc
TTAN
+$49M

Top Sells

1 +$62.8M
2 +$61.3M
3 +$60.6M
4
BRBR icon
BellRing Brands
BRBR
+$36.2M
5
ZM icon
Zoom
ZM
+$30M

Sector Composition

1 Technology 29.37%
2 Communication Services 19.17%
3 Consumer Discretionary 17.31%
4 Healthcare 13.14%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NFLX icon
1
Netflix
NFLX
$512B
$631M 6.7%
470,980
-2,432
NVDA icon
2
NVIDIA
NVDA
$4.45T
$437M 4.64%
2,763,702
-36,916
AMZN icon
3
Amazon
AMZN
$2.33T
$409M 4.35%
1,865,757
-35,474
NET icon
4
Cloudflare
NET
$75.5B
$383M 4.07%
1,955,859
-25,814
META icon
5
Meta Platforms (Facebook)
META
$1.81T
$325M 3.45%
440,837
-9,486
SHOP icon
6
Shopify
SHOP
$210B
$276M 2.93%
2,390,749
+869,287
ISRG icon
7
Intuitive Surgical
ISRG
$156B
$268M 2.84%
492,476
+2,690
DUOL icon
8
Duolingo
DUOL
$15.5B
$243M 2.58%
592,717
-17,899
TSLA icon
9
Tesla
TSLA
$1.46T
$242M 2.56%
760,459
-47,835
SHAK icon
10
Shake Shack
SHAK
$3.69B
$200M 2.12%
1,419,295
-30,956
TOST icon
11
Toast
TOST
$21.9B
$194M 2.06%
4,376,607
-168,850
RBLX icon
12
Roblox
RBLX
$94.3B
$183M 1.94%
1,736,140
-9,771
NTRA icon
13
Natera
NTRA
$25B
$175M 1.86%
1,037,390
-129,014
PWR icon
14
Quanta Services
PWR
$66.2B
$151M 1.61%
400,260
-16,318
MELI icon
15
Mercado Libre
MELI
$104B
$148M 1.57%
56,515
-2,276
ERJ icon
16
Embraer
ERJ
$11B
$147M 1.56%
2,579,572
-49,779
TKO icon
17
TKO Group
TKO
$15.6B
$131M 1.4%
722,602
-6,435
APPF icon
18
AppFolio
APPF
$8.18B
$121M 1.28%
525,334
-7,266
BSX icon
19
Boston Scientific
BSX
$146B
$121M 1.28%
1,125,253
-18,886
QXO
20
QXO Inc
QXO
$12.9B
$113M 1.2%
+5,226,993
SPOT icon
21
Spotify
SPOT
$139B
$111M 1.18%
145,020
+7,006
ALNY icon
22
Alnylam Pharmaceuticals
ALNY
$63.5B
$110M 1.17%
337,088
-8,487
OSCR icon
23
Oscar Health
OSCR
$5.51B
$105M 1.12%
4,909,743
-1,372,074
LPLA icon
24
LPL Financial
LPLA
$27.1B
$101M 1.08%
270,527
-2,411
HUBS icon
25
HubSpot
HUBS
$23.6B
$97.9M 1.04%
175,906
-18,267