We are live on ! Find out more
GGHC

Gilder Gagnon Howe & Co Portfolio holdings

AUM $8.34B
1-Year Est. Return 46.58%
This Fund
S&P 500
This Quarter Est. Return
+3.96%
1 Year Est. Return
+46.58%
3 Year Est. Return
+191.6%
5 Year Est. Return
+200.35%
10 Year Est. Return
+3,561.44%
AUM
$9.47B
AUM Growth
-$340M
Cap. Flow
-$282M
Cap. Flow %
-2.97%
Top 10 Hldgs %
33.94%
Holding
285
New
36
Increased
53
Reduced
159
Closed
35

Top Buys

Rank Stock Value
1
RDDT icon
Reddit
RDDT
+$74M
2
AERO
Grupo Aeromexico SAB de CV
AERO
+$51.3M
3
SPHR icon
Sphere Entertainment
SPHR
+$42.8M
4
VIA
Via Transportation Inc
VIA
+$36.4M
5
ECHO
EchoStar
ECHO
+$24.9M

Top Sells

Rank Stock Value
1
PCOR icon
Procore
PCOR
+$75.7M
2
FIGR
Figure Technology Solutions
FIGR
+$50.7M
3
ROKU icon
Roku
ROKU
+$49.2M
4
DKS icon
Dick's Sporting Goods
DKS
+$33.2M
5
NTRA icon
Natera
NTRA
+$27.3M

Sector Composition

Rank Sector Weight
1 Technology 27.56%
2 Communication Services 19.43%
3 Consumer Discretionary 16.32%
4 Healthcare 12.38%
5 Industrials 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSX icon
26
Boston Scientific
BSX
$70.4B
$103M 1.08%
1,077,221
-26,104
-2% -$2.56M
ECHO
27
EchoStar
ECHO
$25.8B
$101M 1.07%
929,392
+305,205
+49% +$24.9M
APPF icon
28
AppFolio
APPF
$6.84B
$97.6M 1.03%
419,431
-98,319
-19% -$23.4M
GAP
29
The Gap Inc
GAP
$7.41B
$95.6M 1.01%
3,735,108
-81,458
-2% -$1.97M
RDDT icon
30
Reddit
RDDT
$30.7B
$94.6M 1%
411,542
+352,105
+592% +$74M
NYT icon
31
New York Times
NYT
$12B
$93.6M 0.99%
1,348,621
-35,792
-3% -$2.22M
LPLA icon
32
LPL Financial
LPLA
$28B
$92.5M 0.98%
259,070
-6,896
-3% -$2.44M
DUOL icon
33
Duolingo
DUOL
$6.1B
$88.8M 0.94%
506,131
-66,397
-12% -$15.6M
HOOD icon
34
Robinhood
HOOD
$82.8B
$87.4M 0.92%
772,946
+150,628
+24% +$19.6M
NBIS
35
Nebius Group N.V.
NBIS
$57.1B
$84.9M 0.9%
1,013,986
-35,232
-3% -$3.65M
TBBB icon
36
BBB Foods
TBBB
$5.15B
$83.9M 0.89%
2,511,410
-37,285
-1% -$1.11M
FIGR
37
Figure Technology Solutions
FIGR
$6.12B
$81.9M 0.86%
2,005,143
-1,267,206
-39% -$50.7M
MSFT icon
38
Microsoft
MSFT
$3.7T
$78.7M 0.83%
162,696
-7,174
-4% -$3.6M
SPOT icon
39
Spotify
SPOT
$100B
$75.4M 0.8%
129,883
-11,568
-8% -$7.23M
SPNT icon
40
SiriusPoint
SPNT
$2.8B
$72.1M 0.76%
3,293,875
-117,200
-3% -$2.35M
RIVN icon
41
Rivian
RIVN
$22.8B
$71M 0.75%
3,601,956
+16,717
+0.5% +$265K
AFRM icon
42
Affirm
AFRM
$26.5B
$70.9M 0.75%
952,909
-21,562
-2% -$1.55M
FNV icon
43
Franco-Nevada
FNV
$42.1B
$70.7M 0.75%
341,137
-7,459
-2% -$1.51M
HUBS icon
44
HubSpot
HUBS
$12.5B
$66.6M 0.7%
165,938
-5,857
-3% -$2.43M
FRPT icon
45
Freshpet
FRPT
$3.01B
$64.3M 0.68%
1,055,140
-123,708
-10% -$7.02M
POOL icon
46
Pool Corp
POOL
$7.26B
$64.2M 0.68%
280,857
-6,373
-2% -$1.66M
TTAN
47
ServiceTitan Inc
TTAN
$8.09B
$63.7M 0.67%
597,669
-14,211
-2% -$1.39M
BOOT icon
48
Boot Barn
BOOT
$4.93B
$63.2M 0.67%
357,946
-8,849
-2% -$1.65M
ESLT icon
49
Elbit Systems
ESLT
$39.4B
$61.9M 0.65%
107,124
-2,791
-3% -$1.4M
XMTR icon
50
Xometry
XMTR
$5.29B
$60.8M 0.64%
1,022,055
+54,244
+6% +$3.06M
1
2
3 4 5

Similar funds

AAF
Andra AP-fonden Goteborg, Sweden $8.39B AUM 21.19% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
LGF
LGT Group Foundation Vaduz, Liechtenstein $8.19B AUM 27.7% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Gilder Gagnon Howe & Co's Q4 2025 Portfolio in Review

As of Q4 2025, Gilder Gagnon Howe & Co held 285 positions worth $9.47B, down 3.5% from $9.81B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Gilder Gagnon Howe & Co's Q4 2025 filing shows 36 new, 53 increased, 159 reduced and 35 closed positions. Its largest new stake was Grupo Aeromexico SAB de CV: 2,676,925 shares worth $58.8M. The largest sale was Procore, an estimated $75.7M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 29% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Gilder Gagnon Howe & Co's largest Q4 2025 buy was Grupo Aeromexico SAB de CV: 2,676,925 shares worth $58.8M.
  • Gilder Gagnon Howe & Co added most to Reddit in Q4 2025, an estimated $74M increase.
  • Gilder Gagnon Howe & Co's biggest Q4 2025 reduction was Procore, cutting an estimated $75.7M.
  • Gilder Gagnon Howe & Co fully exited Dick's Sporting Goods in Q4 2025, selling an estimated $33.2M.
  • Gilder Gagnon Howe & Co's ten largest holdings make up 34% of its $9.47B portfolio in Q4 2025.
  • Gilder Gagnon Howe & Co opened 36 new positions and closed 35 in Q4 2025.
  • Gilder Gagnon Howe & Co's portfolio value fell 3.5% quarter-over-quarter to $9.47B.

Based on Gilder Gagnon Howe & Co's 13F filing for Q4 2025, filed 17 Feb 2026.