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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
-2.55%
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
$8.34B
AUM Growth
-$1.14B
Cap. Flow
-$405M
Cap. Flow %
-4.85%
Top 10 Hldgs %
34.21%
Holding
285
New
35
Increased
62
Reduced
151
Closed
33

Top Buys

Rank Stock Value
1
ENPH icon
Enphase Energy
ENPH
+$87.8M
2
HOOD icon
Robinhood
HOOD
+$59.2M
3
MDA
MDA Space Ltd
MDA
+$56.8M
4
LOB icon
Live Oak Bancshares
LOB
+$44M
5
LASR icon
nLIGHT
LASR
+$42.6M

Top Sells

Rank Stock Value
1
BSX icon
Boston Scientific
BSX
+$85.1M
2
TSLA icon
Tesla
TSLA
+$44M
3
MU icon
Micron Technology
MU
+$43.4M
4
CRWD icon
CrowdStrike
CRWD
+$38.3M
5
MSFT icon
Microsoft
MSFT
+$35.5M

Sector Composition

Rank Sector Weight
1 Technology 27.65%
2 Communication Services 20.18%
3 Consumer Discretionary 14.98%
4 Industrials 12.52%
5 Healthcare 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TPR icon
226
Tapestry
TPR
$24.6B
$811K 0.01%
5,744
-2,237
-28% -$317K
TE
227
T1 Energy
TE
$1.46B
$773K 0.01%
176,042
+64
+0% +$469
LSCC icon
228
Lattice Semiconductor
LSCC
$17.1B
$748K 0.01%
8,065
-577
-7% -$51.7K
ASAN icon
229
Asana
ASAN
$2.34B
$636K 0.01%
99,343
+1,586
+2% +$14K
CVNA icon
230
Carvana
CVNA
$53.3B
$630K 0.01%
10,020
– –
TMDX icon
231
Transmedics
TMDX
$3.18B
$609K 0.01%
6,130
-77
-1% -$10K
JOBY icon
232
Joby Aviation
JOBY
$7.07B
$556K 0.01%
67,267
+5,069
+8% +$57.1K
MAZE
233
Maze Therapeutics
MAZE
$1.59B
$522K 0.01%
17,487
-5,795
-25% -$256K
FERG icon
234
Ferguson
FERG
$45.1B
$501K 0.01%
2,147
– –
REAL icon
235
The RealReal
REAL
$1.33B
$465K 0.01%
+51,228
New +$648K
GTX icon
236
Garrett Motion
GTX
$5.12B
$458K 0.01%
25,201
– –
L icon
237
Loews
L
$22.5B
$446K 0.01%
4,179
+22
+0.5% +$2.35K
PCT icon
238
PureCycle Technologies
PCT
$1.34B
$411K ﹤0.01%
79,237
-1,433
-2% -$11.9K
BIRK icon
239
Birkenstock
BIRK
$5.83B
$391K ﹤0.01%
10,907
+35
+0.3% +$1.36K
BFLY icon
240
Butterfly Network
BFLY
$2.32B
$375K ﹤0.01%
+92,902
New +$359K
NUAI
241
New Era Energy & Digital Inc
NUAI
$547M
$365K ﹤0.01%
89,927
+36,478
+68% +$183K
MP icon
242
MP Materials
MP
$10.5B
$341K ﹤0.01%
7,067
+129
+2% +$7.71K
ADPT icon
243
Adaptive Biotechnologies
ADPT
$4.22B
$315K ﹤0.01%
22,719
-2,279
-9% -$36.3K
ALGM icon
244
Allegro MicroSystems
ALGM
$7.01B
$299K ﹤0.01%
+9,494
New +$327K
EQT icon
245
EQT Corp
EQT
$34.3B
$286K ﹤0.01%
4,490
+34
+0.8% +$1.99K
SANA icon
246
Sana Biotechnology
SANA
$1.22B
$276K ﹤0.01%
95,796
+1,724
+2% +$6.79K
VRA icon
247
Vera Bradley
VRA
$95M
$263K ﹤0.01%
83,252
+29,455
+55% +$83.9K
BATRK icon
248
Atlanta Braves Holdings Series B
BATRK
$3.26B
$251K ﹤0.01%
+5,873
New +$244K
ONDS icon
249
Ondas Inc
ONDS
$4.99B
$232K ﹤0.01%
+25,670
New +$279K
GMTL
250
Guardian Metal Resources
GMTL
$538M
$220K ﹤0.01%
+12,601
New +$200K
8 9
10
11 12

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Gilder Gagnon Howe & Co's Q1 2026 Portfolio in Review

As of Q1 2026, Gilder Gagnon Howe & Co held 285 positions worth $8.34B, down 12% from $9.47B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Gilder Gagnon Howe & Co withdrew a net $405M in Q1 2026, closing 33 positions and reducing 151 holdings. Its most notable exit was CrowdStrike, an estimated $38.3M position sold in full.

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

Against the trend, Gilder Gagnon Howe & Co opened a new position in MDA Space Ltd worth $48.9M.

  • Gilder Gagnon Howe & Co's largest Q1 2026 buy was MDA Space Ltd: 1,932,161 shares worth $48.9M.
  • Gilder Gagnon Howe & Co added most to Enphase Energy in Q1 2026, an estimated $87.8M increase.
  • Gilder Gagnon Howe & Co's biggest Q1 2026 reduction was Boston Scientific, cutting an estimated $85.1M.
  • Gilder Gagnon Howe & Co fully exited CrowdStrike in Q1 2026, selling an estimated $38.3M.
  • Gilder Gagnon Howe & Co's ten largest holdings make up 34% of its $8.34B portfolio in Q1 2026.
  • Gilder Gagnon Howe & Co opened 35 new positions and closed 33 in Q1 2026.
  • Gilder Gagnon Howe & Co's portfolio value fell 12% quarter-over-quarter to $8.34B.

Based on Gilder Gagnon Howe & Co's 13F filing for Q1 2026, filed 15 May 2026.