GGHC
Gilder Gagnon Howe & Co Portfolio holdings
AUM
$9.81B
1-Year Est. Return
55.18%
1 Year Est. Return
+55.18%
AUM
$9.81B
AUM Growth
+$395M
(+4.2%)
Holding
269
Top Buys
| 1 | +$119M | |
| 2 | +$58M | |
| 3 | +$42.4M | |
| 4 |
EchoStar
SATS
|
+$38.6M |
| 5 |
Tower Semiconductor
TSEM
|
+$35M |
Top Sells
| 1 | +$66M | |
| 2 | +$53.5M | |
| 3 | +$49.2M | |
| 4 |
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 | |
|---|---|---|---|---|---|---|
251
Alvotech
ALVO
$1.51B
| – | – |
-195,345
|
|
||
252
Arvinas
ARVN
$758M
| – | – |
-99,271
|
|
||
253
Barnes & Noble Education
BNED
$311M
| – | – |
-19,685
|
|
||
254
Salesforce
CRM
$222B
| – | – |
-5,814
|
|
||
255
Evolus
EOLS
$442M
| – | – |
-120,899
|
|
||
256
Evolv Technologies
EVLV
$1.07B
| – | – |
-1,128,434
|
|
||
|
MAG
257
DELISTED
MAG Silver
MAG
| – | – |
-541,248
|
|
||
258
O'Reilly Automotive
ORLY
$85.5B
| – | – |
-23,205
|
|
||
259
Red Cat Holdings
RCAT
$832M
| – | – |
-160,522
|
|
||
260
Rocket Pharmaceuticals
RCKT
$342M
| – | – |
-22,510
|
|
||
261
RxSight
RXST
$479M
| – | – |
-84,047
|
|
||
262
Tarsus Pharmaceuticals
TARS
$3.39B
| – | – |
-77,164
|
|
||
|
VRNA
263
DELISTED
Verona Pharma
VRNA
| – | – |
-365,258
|
|
||
|
VG
264
Venture Global Inc
VG
$16.8B
| – | – |
-182,632
|
|
||
|
CRWV
265
CoreWeave Inc
CRWV
$38.4B
| – | – |
-2,700
|
|
||
|
CRCL
266
Circle Internet Group
CRCL
$17.9B
| – | – |
-206,105
|
|
||
|
ASIC
267
Ategrity Specialty Insurance
ASIC
$895M
| – | – |
-9,928
|
|
||
|
CHYM
268
Chime Financial
CHYM
$8.22B
| – | – |
-158,971
|
|
||
|
AIRO
269
AIRO Group Holdings
AIRO
$256M
| – | – |
-18,744
|
|