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
$9.42B
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
CRWV
226
CoreWeave Inc
CRWV
$47.3B
$440K ﹤0.01%
+2,700
LSCC icon
227
Lattice Semiconductor
LSCC
$11.7B
$438K ﹤0.01%
8,942
+1,776
L icon
228
Loews
L
$21.3B
$378K ﹤0.01%
4,125
+71
BIRK icon
229
Birkenstock
BIRK
$7.47B
$328K ﹤0.01%
6,671
-15
PHAT icon
230
Phathom Pharmaceuticals
PHAT
$1.17B
$301K ﹤0.01%
31,358
-10,208
CCO icon
231
Clear Channel Outdoor Holdings
CCO
$1.04B
$274K ﹤0.01%
234,145
-100,404
GTX icon
232
Garrett Motion
GTX
$3.74B
$265K ﹤0.01%
25,201
SNAP icon
233
Snap
SNAP
$13.3B
$251K ﹤0.01%
28,872
-13,804
BNED icon
234
Barnes & Noble Education
BNED
$304M
$232K ﹤0.01%
+19,685
NEWP
235
New Pacific Metals
NEWP
$680M
$230K ﹤0.01%
171,477
-1,064
ASIC
236
Ategrity Specialty Insurance
ASIC
$885M
$214K ﹤0.01%
+9,928
RCKT icon
237
Rocket Pharmaceuticals
RCKT
$402M
$55.1K ﹤0.01%
+22,510
VLN icon
238
Valens Semiconductor
VLN
$214M
$36.1K ﹤0.01%
13,724
CRNX icon
239
Crinetics Pharmaceuticals
CRNX
$5.78B
– –
-24,470
ETNB
240
DELISTED
89bio
ETNB
– –
-19,968
MRUS
241
DELISTED
Merus
MRUS
– –
-45,942
MRVL icon
242
Marvell Technology
MRVL
$68.2B
– –
-144,411
NAMS icon
243
NewAmsterdam Pharma
NAMS
$3.61B
– –
-29,569
PODD icon
244
Insulet
PODD
$20.2B
– –
-9,754
PRCT icon
245
Procept Biorobotics
PRCT
$1.7B
– –
-37,087
RCUS icon
246
Arcus Biosciences
RCUS
$2.7B
– –
-24,016
RELY icon
247
Remitly
RELY
$2.88B
– –
-35,673
SRPT icon
248
Sarepta Therapeutics
SRPT
$2.23B
– –
-9,436
VRTX icon
249
Vertex Pharmaceuticals
VRTX
$111B
– –
-1,679
VSCO icon
250
Victoria's Secret
VSCO
$4.86B
– –
-68,565
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