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GGHC

Gilder Gagnon Howe & Co Portfolio holdings

AUM $9.69B
1-Year Est. Return 55.7%
This Fund
S&P 500
This Quarter Est. Return
+11.77%
1 Year Est. Return
+55.7%
3 Year Est. Return
+243.5%
5 Year Est. Return
+259.56%
10 Year Est. Return
+4,571.41%
AUM
$9.81B
AUM Growth
+$395M
Cap. Flow
-$93.5M
Cap. Flow %
-0.95%
Top 10 Hldgs %
35.24%
Holding
269
New
31
Increased
70
Reduced
143
Closed
20

Top Buys

Rank Stock Value
1
FIGR
Figure Technology Solutions
FIGR
+$127M
2
ARX
Accelerant Holdings
ARX
+$91.3M
3
FIG
Figma
FIG
+$45.9M
4
BRCB
Black Rock Coffee Bar Inc
BRCB
+$36.9M
5
HOOD icon
Robinhood
HOOD
+$32.3M

Top Sells

Rank Stock Value
1
OSCR icon
Oscar Health
OSCR
+$57.5M
2
BNTX icon
BioNTech
BNTX
+$53.3M
3
PLTR icon
Palantir
PLTR
+$47.6M
4
KNF icon
Knife River
KNF
+$41.9M
5
XYZ
Block Inc
XYZ
+$38.3M

Sector Composition

Rank Sector Weight
1 Technology 29.2%
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
$3.05B
$805K 0.01%
7,175
+400
+6% +$46.8K
DKNG icon
227
DraftKings
DKNG
$12.2B
$749K 0.01%
20,026
+963
+5% +$42.7K
CVNA icon
228
Carvana
CVNA
$48.2B
$703K 0.01%
9,315
+85
+0.9% +$6.08K
CLH icon
229
Clean Harbors
CLH
$16.8B
$685K 0.01%
2,950
-37
-1% -$8.76K
PL icon
230
Planet Labs
PL
$5.83B
$668K 0.01%
+51,465
New +$397K
LSCC icon
231
Lattice Semiconductor
LSCC
$15.1B
$649K 0.01%
8,847
-95
-1% -$5.78K
GRND icon
232
Grindr
GRND
$2.67B
$646K 0.01%
42,988
-54,915
-56% -$963K
ROOT icon
233
Root
ROOT
$830M
$623K 0.01%
6,963
+738
+12% +$77.3K
CMG icon
234
Chipotle Mexican Grill
CMG
$44.1B
$587K 0.01%
14,984
+1,756
+13% +$79.1K
PCVX icon
235
Vaxcyte
PCVX
$8.81B
$581K 0.01%
16,141
-144
-0.9% -$4.77K
CP icon
236
Canadian Pacific Kansas City
CP
$78.3B
$538K 0.01%
7,223
+70
+1% +$5.35K
FERG icon
237
Ferguson
FERG
$41.6B
$480K ﹤0.01%
2,139
– –
NEWP
238
New Pacific Metals
NEWP
$1.06B
$450K ﹤0.01%
166,000
-5,477
-3% -$10.2K
ZVIA icon
239
Zevia
ZVIA
$93.8M
$420K ﹤0.01%
154,462
-1,673
-1% -$4.82K
L icon
240
Loews
L
$22.3B
$417K ﹤0.01%
4,151
+26
+0.6% +$2.46K
VITL icon
241
Vital Farms
VITL
$430M
$390K ﹤0.01%
9,474
-7,110
-43% -$309K
DCTH icon
242
Delcath Systems
DCTH
$561M
$385K ﹤0.01%
35,819
+2,686
+8% +$30K
MP icon
243
MP Materials
MP
$8.76B
$383K ﹤0.01%
+5,711
New +$359K
CCO icon
244
Clear Channel Outdoor Holdings
CCO
$1.21B
$370K ﹤0.01%
234,145
– –
GTX icon
245
Garrett Motion
GTX
$4.78B
$343K ﹤0.01%
25,201
– –
SANA icon
246
Sana Biotechnology
SANA
$946M
$325K ﹤0.01%
+91,539
New +$331K
BIRK icon
247
Birkenstock
BIRK
$4.96B
$268K ﹤0.01%
5,914
-757
-11% -$37K
SNAP icon
248
Snap
SNAP
$9.86B
$206K ﹤0.01%
26,730
-2,142
-7% -$17.8K
VLN icon
249
Valens Semiconductor
VLN
$172M
$24.6K ﹤0.01%
13,724
– –
ADBE icon
250
Adobe
ADBE
$102B
– –
-7,781
Closed -$3.01M
7 8 9
10
11

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Gilder Gagnon Howe & Co's Q3 2025 Portfolio in Review

As of Q3 2025, Gilder Gagnon Howe & Co held 269 positions worth $9.81B, up 4.2% from $9.42B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Gilder Gagnon Howe & Co's Q3 2025 filing shows 31 new, 70 increased, 143 reduced and 20 closed positions. Its largest new stake was Figure Technology Solutions: 3,272,349 shares worth $119M. The largest sale was Oscar Health, an estimated $57.5M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 28% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Gilder Gagnon Howe & Co's largest Q3 2025 buy was Figure Technology Solutions: 3,272,349 shares worth $119M.
  • Gilder Gagnon Howe & Co added most to Robinhood in Q3 2025, an estimated $32.3M increase.
  • Gilder Gagnon Howe & Co's biggest Q3 2025 reduction was Oscar Health, cutting an estimated $57.5M.
  • Gilder Gagnon Howe & Co fully exited Circle Internet Group in Q3 2025, selling an estimated $37.4M.
  • Gilder Gagnon Howe & Co's ten largest holdings make up 35% of its $9.81B portfolio in Q3 2025.
  • Gilder Gagnon Howe & Co opened 31 new positions and closed 20 in Q3 2025.
  • Gilder Gagnon Howe & Co's portfolio value rose 4.2% quarter-over-quarter to $9.81B.

Based on Gilder Gagnon Howe & Co's 13F filing for Q3 2025, filed 14 Nov 2025.