GGHC
Gilder Gagnon Howe & Co Portfolio holdings
AUM
$9.81B
1-Year Est. Return
55.18%
1 Year Est. Return
+55.18%
AUM
$9.42B
AUM Growth
+$1.76B
(+23%)
Holding
265
Top Buys
| 1 | +$113M | |
| 2 | +$100M | |
| 3 | +$52.6M | |
| 4 |
NBIS
Nebius Group N.V.
NBIS
|
+$49.3M |
| 5 |
TTAN
ServiceTitan Inc
TTAN
|
+$49M |
Top Sells
| 1 | +$62.8M | |
| 2 | +$61.3M | |
| 3 | +$60.6M | |
| 4 |
BellRing Brands
BRBR
|
+$36.2M |
| 5 |
Zoom
ZM
|
+$30M |
Sector Composition
| 1 | Technology | 29.37% |
| 2 | Communication Services | 19.17% |
| 3 | Consumer Discretionary | 17.31% |
| 4 | Healthcare | 13.14% |
| 5 | Industrials | 9.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Affirm
AFRM
$24.7B
| $92.3M | 0.98% |
1,335,496
+86,809
|
|
||
27
New York Times
NYT
$11.6B
| $90.4M | 0.96% |
1,615,154
-13,775
|
|
||
28
Arista Networks
ANET
$163B
| $90.4M | 0.96% |
883,309
-29,770
|
|
||
29
Freshpet
FRPT
$3.14B
| $89.7M | 0.95% |
1,319,639
-85,980
|
|
||
30
SharkNinja
SN
$17.9B
| $89.2M | 0.95% |
900,661
+399,043
|
|
||
31
Sprouts Farmers Market
SFM
$7.65B
| $89M | 0.95% |
540,873
-26,978
|
|
||
32
Alphabet (Google) Class A
GOOGL
$3.98T
| $88.6M | 0.94% |
502,818
-2,895
|
|
||
33
Microsoft
MSFT
$3.42T
| $87.9M | 0.93% |
176,805
+3,776
|
|
||
34
SiTime
SITM
$9.69B
| $84M | 0.89% |
394,085
+28,825
|
|
||
|
GAP
35
The Gap Inc
GAP
$9.94B
| $82.4M | 0.88% |
3,780,187
-575,741
|
|
||
36
Pool Corp
POOL
$9.98B
| $82M | 0.87% |
281,349
-3,493
|
|
||
37
Palantir
PLTR
$407B
| $79M | 0.84% |
579,512
-114,279
|
|
||
38
BBB Foods
TBBB
$3.69B
| $78.8M | 0.84% |
2,838,869
+4,699
|
|
||
39
Roku
ROKU
$15.3B
| $76.5M | 0.81% |
870,161
+32,785
|
|
||
40
Procore
PCOR
$10.6B
| $75M | 0.8% |
1,095,995
-17,244
|
|
||
41
Glaukos
GKOS
$6.91B
| $72.4M | 0.77% |
700,634
-135,895
|
|
||
|
42
Alphabet (Google) Class C
GOOG
$3.99T
| $72.2M | 0.77% |
406,933
+14,215
|
|
||
43
BioNTech
BNTX
$27.4B
| $71.1M | 0.75% |
667,635
+18,351
|
|
||
44
Boot Barn
BOOT
$5.87B
| $69.4M | 0.74% |
456,256
-6,663
|
|
||
45
SiriusPoint
SPNT
$2.34B
| $69.1M | 0.73% |
3,388,934
-93,877
|
|
||
|
TTAN
46
ServiceTitan Inc
TTAN
$8.5B
| $66.1M | 0.7% |
616,908
+457,097
|
|
||
47
Micron Technology
MU
$408B
| $63.7M | 0.68% |
517,024
-61,193
|
|
||
48
Airbnb
ABNB
$79.2B
| $60.1M | 0.64% |
454,089
+59,692
|
|
||
49
Knife River
KNF
$4.72B
| $58.3M | 0.62% |
714,485
-311,164
|
|
||
50
Arcutis Biotherapeutics
ARQT
$3.17B
| $58.3M | 0.62% |
4,155,763
+59,712
|
|