GGHC

Gilder Gagnon Howe & Co Portfolio holdings

AUM $9.81B
1-Year Est. Return 55.18%
This Quarter Est. Return
1 Year Est. Return
+55.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.81B
AUM Growth
+$395M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$58M
3
+$42.4M
4
SATS icon
EchoStar
SATS
+$38.6M
5
TSEM icon
Tower Semiconductor
TSEM
+$35M

Top Sells

1
+$66M
2
+$53.5M
3
+$49.2M
4
KNF icon
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
TMDX icon
226
Transmedics
TMDX
$4.95B
$805K 0.01%
7,175
+400
DKNG icon
227
DraftKings
DKNG
$16.9B
$749K 0.01%
20,026
+963
CVNA icon
228
Carvana
CVNA
$54.5B
$703K 0.01%
1,863
+17
CLH icon
229
Clean Harbors
CLH
$12.8B
$685K 0.01%
2,950
-37
PL icon
230
Planet Labs
PL
$3.64B
$668K 0.01%
+51,465
LSCC icon
231
Lattice Semiconductor
LSCC
$9.78B
$649K 0.01%
8,847
-95
GRND icon
232
Grindr
GRND
$2.38B
$646K 0.01%
42,988
-54,915
ROOT icon
233
Root
ROOT
$1.2B
$623K 0.01%
6,963
+738
CMG icon
234
Chipotle Mexican Grill
CMG
$45.4B
$587K 0.01%
14,984
+1,756
PCVX icon
235
Vaxcyte
PCVX
$5.88B
$581K 0.01%
16,141
-144
CP icon
236
Canadian Pacific Kansas City
CP
$64.6B
$538K 0.01%
7,223
+70
FERG icon
237
Ferguson
FERG
$50.6B
$480K ﹤0.01%
2,139
NEWP
238
New Pacific Metals
NEWP
$516M
$450K ﹤0.01%
166,000
-5,477
ZVIA icon
239
Zevia
ZVIA
$179M
$420K ﹤0.01%
154,462
-1,673
L icon
240
Loews
L
$22B
$417K ﹤0.01%
4,151
+26
VITL icon
241
Vital Farms
VITL
$1.4B
$390K ﹤0.01%
9,474
-7,110
DCTH icon
242
Delcath Systems
DCTH
$333M
$385K ﹤0.01%
35,819
+2,686
MP icon
243
MP Materials
MP
$10.8B
$383K ﹤0.01%
+5,711
CCO icon
244
Clear Channel Outdoor Holdings
CCO
$1.02B
$370K ﹤0.01%
234,145
GTX icon
245
Garrett Motion
GTX
$3.2B
$343K ﹤0.01%
25,201
SANA icon
246
Sana Biotechnology
SANA
$1.08B
$325K ﹤0.01%
+91,539
BIRK icon
247
Birkenstock
BIRK
$7.87B
$268K ﹤0.01%
5,914
-757
SNAP icon
248
Snap
SNAP
$13.1B
$206K ﹤0.01%
26,730
-2,142
VLN icon
249
Valens Semiconductor
VLN
$168M
$24.6K ﹤0.01%
13,724
ADBE icon
250
Adobe
ADBE
$136B
– –
-7,781
7 8 9
10
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