GGHC
SEI

Gilder Gagnon Howe & Co’s Solaris Energy Infrastructure SEI Stock Holding History

Gilder Gagnon Howe & Co’s Portfolio SEI Stock Details SEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.4M Sell
402,996
-5,027
-1% -$359K 0.33% 79
2026
Q1 		$23.1M Buy
408,023
+163,978
+67% +$8.87M 0.28% 81
2025
Q4 		$11.2M Sell
244,045
-16,408
-6% -$794K 0.12% 110
2025
Q3 		$10.4M Sell
260,453
-5,548
-2% -$174K 0.11% 116
2025
Q2 		$7.53M Sell
266,001
-30,798
-10% -$725K 0.08% 125
2025
Q1 		$6.46M Buy
+296,799
New +$8.23M 0.08% 124
2020
Q1 		– Sell
-477,278
Closed -$6.68M – 301
2019
Q4 		$6.68M Sell
477,278
-42,909
-8% -$516K 0.07% 153
2019
Q3 		$6.98M Sell
520,187
-22,939
-4% -$313K 0.08% 142
2019
Q2 		$8.14M Sell
543,126
-96,577
-15% -$1.6M 0.08% 137
2019
Q1 		$10.5M Sell
639,703
-41,379
-6% -$635K 0.11% 123
2018
Q4 		$8.23M Sell
681,082
-452,419
-40% -$6.43M 0.12% 122
2018
Q3 		$21.4M Sell
1,133,501
-230,061
-17% -$3.69M 0.22% 96
2018
Q2 		$19.5M Sell
1,363,562
-312,361
-19% -$5.19M 0.21% 101
2018
Q1 		$27.8M Sell
1,675,923
-29,876
-2% -$562K 0.34% 76
2017
Q4 		$36.5M Buy
1,705,799
+196,689
+13% +$3.33M 0.49% 61
2017
Q3 		$26.3M Sell
1,509,110
-34,633
-2% -$476K 0.37% 72
2017
Q2 		$17.8M Buy
+1,543,743
New +$17.5M 0.26% 87

Other funds holding SEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gilder Gagnon Howe & Co's SEI Position: Q2 2026 in Review

Gilder Gagnon Howe & Co reduced its Solaris Energy Infrastructure (SEI) stake by 1.2% in Q2 2026, selling an estimated $359K and leaving 402,996 shares worth $32.4M. The position accounts for 0.33% of the portfolio, ranked #79.

Gilder Gagnon Howe & Co first reported a position in SEI in Q2 2017 and has held it in 17 quarters since. The position peaked at $36.5M in Q4 2017. 433 funds tracked by Wall St. Rank hold SEI as of Q2 2026.

  • Gilder Gagnon Howe & Co held 402,996 shares of Solaris Energy Infrastructure worth $32.4M as of Q2 2026.
  • Gilder Gagnon Howe & Co sold 5,027 Solaris Energy Infrastructure shares in Q2 2026, an estimated $359K.
  • Solaris Energy Infrastructure made up 0.33% of Gilder Gagnon Howe & Co's portfolio in Q2 2026, its #79 holding.
  • Gilder Gagnon Howe & Co first reported a position in Solaris Energy Infrastructure in Q2 2017 and has held it in 17 quarters since.
  • Gilder Gagnon Howe & Co's Solaris Energy Infrastructure position peaked at $36.5M in Q4 2017.
  • 433 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q2 2026.

Based on Gilder Gagnon Howe & Co's 13F filing for Q2 2026, filed 14 Aug 2026.