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 | |
|---|---|---|---|---|---|---|
26
Boston Scientific
BSX
$149B
| $108M | 1.1% |
1,103,325
-21,928
|
|
||
27
SharkNinja
SN
$14.6B
| $105M | 1.07% |
1,016,215
+115,554
|
|
||
28
Spotify
SPOT
$119B
| $98.7M | 1.01% |
141,451
-3,569
|
|
||
29
Alphabet (Google) Class C
GOOG
$3.82T
| $97.3M | 0.99% |
399,575
-7,358
|
|
||
30
Roku
ROKU
$14.3B
| $96.7M | 0.99% |
965,711
+95,550
|
|
||
31
Robinhood
HOOD
$115B
| $89.1M | 0.91% |
622,318
+296,206
|
|
||
32
Pool Corp
POOL
$9B
| $89.1M | 0.91% |
287,230
+5,881
|
|
||
33
LPL Financial
LPLA
$28.6B
| $88.5M | 0.9% |
265,966
-4,561
|
|
||
34
Microsoft
MSFT
$3.64T
| $88M | 0.9% |
169,870
-6,935
|
|
||
35
Micron Technology
MU
$274B
| $85.2M | 0.87% |
509,460
-7,564
|
|
||
36
Arcutis Biotherapeutics
ARQT
$3.72B
| $83.5M | 0.85% |
4,429,108
+273,345
|
|
||
|
GAP
37
The Gap Inc
GAP
$10B
| $81.6M | 0.83% |
3,816,566
+36,379
|
|
||
38
HubSpot
HUBS
$19.7B
| $80.4M | 0.82% |
171,795
-4,111
|
|
||
39
New York Times
NYT
$10.4B
| $79.5M | 0.81% |
1,384,413
-230,741
|
|
||
40
Franco-Nevada
FNV
$39.4B
| $77.7M | 0.79% |
348,596
-1,640
|
|
||
41
Procore
PCOR
$11.9B
| $75.8M | 0.77% |
1,038,866
-57,129
|
|
||
42
Affirm
AFRM
$23.3B
| $71.2M | 0.73% |
974,471
-361,025
|
|
||
43
BBB Foods
TBBB
$3.84B
| $68.7M | 0.7% |
2,548,695
-290,174
|
|
||
44
Freshpet
FRPT
$2.78B
| $65M | 0.66% |
1,178,848
-140,791
|
|
||
|
TEM
45
Tempus AI
TEM
$13.7B
| $62.8M | 0.64% |
778,028
+364,947
|
|
||
46
Porch Group
PRCH
$1B
| $62.6M | 0.64% |
3,729,166
+1,269,543
|
|
||
47
SiriusPoint
SPNT
$2.44B
| $61.7M | 0.63% |
3,411,075
+22,141
|
|
||
|
TTAN
48
ServiceTitan Inc
TTAN
$8.33B
| $61.7M | 0.63% |
611,880
-5,028
|
|
||
49
Boot Barn
BOOT
$5.99B
| $60.8M | 0.62% |
366,795
-89,461
|
|
||
|
ARX
50
Accelerant Holdings
ARX
$3.25B
| $58M | 0.59% |
+3,898,272
|
|