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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
ANET icon
26
Arista Networks
ANET
$254B
$97.9M 1.17%
797,221
-19,310
-2% -$2.58M
MELI icon
27
Mercado Libre
MELI
$97.9B
$96.1M 1.15%
55,552
+789
+1% +$1.52M
RBLX icon
28
Roblox
RBLX
$27.3B
$95.1M 1.14%
1,680,558
-21,552
-1% -$1.45M
ESLT icon
29
Elbit Systems
ESLT
$33.7B
$94.8M 1.14%
111,684
+4,560
+4% +$3.51M
ALNY icon
30
Alnylam Pharmaceuticals
ALNY
$31.7B
$92.7M 1.11%
280,092
-39,213
-12% -$13.3M
TBBB icon
31
BBB Foods
TBBB
$5.87B
$90.3M 1.08%
2,554,224
+42,814
+2% +$1.5M
GAP
32
The Gap Inc
GAP
$7.48B
$88.9M 1.07%
3,672,048
-63,060
-2% -$1.67M
FNV icon
33
Franco-Nevada
FNV
$52.3B
$83.4M 1%
337,700
-3,437
-1% -$850K
TSEM icon
34
Tower Semiconductor
TSEM
$24.8B
$82.7M 0.99%
471,466
-488
-0.1% -$65.6K
ENPH icon
35
Enphase Energy
ENPH
$5.19B
$81.2M 0.97%
2,146,391
+2,113,519
+6,430% +$87.8M
SPHR icon
36
Sphere Entertainment
SPHR
$5.29B
$65.9M 0.79%
561,457
+311
+0.1% +$32.5K
FIGR
37
Figure Technology Solutions
FIGR
$8.53B
$65.5M 0.79%
1,930,651
-74,492
-4% -$3.21M
SPNT icon
38
SiriusPoint
SPNT
$2.8B
$63.5M 0.76%
2,945,802
-348,073
-11% -$7.17M
ARM icon
39
Arm
ARM
$273B
$61.8M 0.74%
408,257
+41,528
+11% +$5.04M
LPLA icon
40
LPL Financial
LPLA
$28.4B
$58.6M 0.7%
194,726
-64,344
-25% -$21.6M
POOL icon
41
Pool Corp
POOL
$6.76B
$57M 0.68%
281,950
+1,093
+0.4% +$258K
CBOE icon
42
Cboe Global Markets
CBOE
$32.8B
$57M 0.68%
202,940
-4,362
-2% -$1.21M
SPOT icon
43
Spotify
SPOT
$108B
$57M 0.68%
117,482
-12,401
-10% -$6.22M
ABNB icon
44
Airbnb
ABNB
$109B
$53.6M 0.64%
424,679
-7,874
-2% -$1.02M
RIVN icon
45
Rivian
RIVN
$24.3B
$53.4M 0.64%
3,547,581
-54,375
-2% -$869K
BOOT icon
46
Boot Barn
BOOT
$4.71B
$50.9M 0.61%
347,787
-10,159
-3% -$1.84M
RDDT icon
47
Reddit
RDDT
$29.6B
$50.7M 0.61%
376,189
-35,353
-9% -$6.02M
DUOL icon
48
Duolingo
DUOL
$6.68B
$50.1M 0.6%
508,550
+2,419
+0.5% +$298K
ARX
49
Accelerant Holdings
ARX
$4.28B
$50M 0.6%
3,743,364
+40,286
+1% +$509K
MDA
50
MDA Space Ltd
MDA
$4.92B
$48.9M 0.59%
+1,932,161
New +$56.8M
1
2
3 4 5

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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.