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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
UMH
251
UMH Properties
UMH
$1.41B
$218K ﹤0.01%
15,074
– –
OFRM
252
Once Upon a Farm PBC
OFRM
$713M
$211K ﹤0.01%
+12,912
New +$266K
ABVX
253
Abivax
ABVX
$9.97B
– –
-11,030
Closed -$1.49M
BNTX icon
254
BioNTech
BNTX
$28B
– –
-32,287
Closed -$3.07M
CCO icon
255
Clear Channel Outdoor Holdings
CCO
$1.22B
– –
-233,784
Closed -$517K
COIN icon
256
Coinbase
COIN
$50.3B
– –
-17,649
Closed -$3.99M
CP icon
257
Canadian Pacific Kansas City
CP
$82.5B
– –
-7,633
Closed -$562K
CRWD icon
258
CrowdStrike
CRWD
$233B
– –
-326,676
Closed -$38.3M
CWH icon
259
Camping World
CWH
$410M
– –
-312,049
Closed -$3.04M
DEC
260
Diversified Energy Company
DEC
$1.07B
– –
-405,290
Closed -$5.86M
FICO icon
261
Fair Isaac
FICO
$25B
– –
-1,833
Closed -$3.1M
GSHD icon
262
Goosehead Insurance
GSHD
$1.68B
– –
-2,746
Closed -$202K
INSP icon
263
Inspire Medical Systems
INSP
$1.76B
– –
-15,241
Closed -$1.41M
IONS icon
264
Ionis Pharmaceuticals
IONS
$10.4B
– –
-19,275
Closed -$1.52M
IRDM icon
265
Iridium Communications
IRDM
$5.05B
– –
-63,650
Closed -$1.11M
IVVD icon
266
Invivyd
IVVD
$265M
– –
-49,906
Closed -$123K
LEN icon
267
Lennar Class A
LEN
$20.5B
– –
-24,466
Closed -$2.52M
NB
268
NioCorp Developments
NB
$636M
– –
-345,405
Closed -$1.83M
NN icon
269
NextNav
NN
$2.65B
– –
-188,866
Closed -$3.14M
PCOR icon
270
Procore
PCOR
$9.68B
– –
-15,132
Closed -$1.1M
RACE icon
271
Ferrari
RACE
$72.8B
– –
-7,544
Closed -$2.79M
ROIV icon
272
Roivant Sciences
ROIV
$27.1B
– –
-483,117
Closed -$10.5M
SG icon
273
Sweetgreen
SG
$808M
– –
-131,427
Closed -$888K
SNOW icon
274
Snowflake
SNOW
$114B
– –
-51,600
Closed -$11.3M
TGTX icon
275
TG Therapeutics
TGTX
$8.53B
– –
-20,393
Closed -$608K
8 9 10
11
12

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SC
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AV
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FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

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.