GGHC
Gilder Gagnon Howe & Co Portfolio holdings
AUM
$9.81B
1-Year Est. Return
55.18%
1 Year Est. Return
+55.18%
AUM
$9.81B
AUM Growth
+$395M
(+4.2%)
Holding
269
Top Buys
| 1 | +$119M | |
| 2 | +$58M | |
| 3 | +$42.4M | |
| 4 |
EchoStar
SATS
|
+$38.6M |
| 5 |
Tower Semiconductor
TSEM
|
+$35M |
Top Sells
| 1 | +$66M | |
| 2 | +$53.5M | |
| 3 | +$49.2M | |
| 4 |
Knife River
KNF
|
+$39.5M |
| 5 |
CRCL
Circle Internet Group
CRCL
|
+$37.4M |
Sector Composition
| 1 | Technology | 30.6% |
| 2 | Communication Services | 19.94% |
| 3 | Consumer Discretionary | 16.46% |
| 4 | Healthcare | 11.31% |
| 5 | Industrials | 9.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Netflix
NFLX
$462B
| $538M | 5.48% |
4,489,940
-219,860
|
|
||
2
NVIDIA
NVDA
$4.37T
| $504M | 5.14% |
2,703,132
-60,570
|
|
||
3
Amazon
AMZN
$2.5T
| $398M | 4.06% |
1,813,827
-51,930
|
|
||
4
Cloudflare
NET
$69.1B
| $394M | 4.02% |
1,836,430
-119,429
|
|
||
5
Shopify
SHOP
$194B
| $344M | 3.5% |
2,314,457
-76,292
|
|
||
6
Tesla
TSLA
$1.43T
| $335M | 3.41% |
752,539
-7,920
|
|
||
7
Meta Platforms (Facebook)
META
$1.62T
| $309M | 3.15% |
421,023
-19,814
|
|
||
8
Roblox
RBLX
$65.8B
| $237M | 2.41% |
1,709,516
-26,624
|
|
||
9
Intuitive Surgical
ISRG
$201B
| $215M | 2.19% |
480,817
-11,659
|
|
||
10
Duolingo
DUOL
$8.57B
| $184M | 1.88% |
572,528
-20,189
|
|
||
11
Toast
TOST
$20.2B
| $167M | 1.71% |
4,585,760
+209,153
|
|
||
12
Quanta Services
PWR
$67.4B
| $164M | 1.67% |
395,269
-4,991
|
|
||
13
Natera
NTRA
$32.3B
| $154M | 1.57% |
958,997
-78,393
|
|
||
14
Alnylam Pharmaceuticals
ALNY
$60.1B
| $150M | 1.53% |
329,321
-7,767
|
|
||
15
TKO Group
TKO
$15.3B
| $144M | 1.47% |
712,818
-9,784
|
|
||
|
EMBJ
16
Embraer S.A. ADS
EMBJ
$11.3B
| $144M | 1.46% |
2,374,954
-204,618
|
|
||
17
AppFolio
APPF
$8.16B
| $143M | 1.45% |
517,750
-7,584
|
|
||
18
Mercado Libre
MELI
$105B
| $129M | 1.32% |
55,282
-1,233
|
|
||
19
Arista Networks
ANET
$161B
| $123M | 1.25% |
842,028
-41,281
|
|
||
20
Shake Shack
SHAK
$3.47B
| $122M | 1.25% |
1,306,324
-112,971
|
|
||
21
Alphabet (Google) Class A
GOOGL
$3.8T
| $120M | 1.22% |
493,071
-9,747
|
|
||
|
FIGR
22
Figure Technology Solutions
FIGR
$7.51B
| $119M | 1.21% |
+3,272,349
|
|
||
|
NBIS
23
Nebius Group N.V.
NBIS
$25.2B
| $118M | 1.2% |
1,049,218
+157,525
|
|
||
24
SiTime
SITM
$7.49B
| $116M | 1.18% |
385,313
-8,772
|
|
||
|
QXO
25
QXO Inc
QXO
$12.4B
| $110M | 1.12% |
5,788,385
+561,392
|
|