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 | |
|---|---|---|---|---|---|---|
51
Sprouts Farmers Market
SFM
$8.36B
| $57.9M | 0.59% |
532,250
-8,623
|
|
||
52
Elbit Systems
ESLT
$21.1B
| $56M | 0.57% |
109,915
-1,944
|
|
||
|
TLN
53
Talen Energy Corp
TLN
$17.4B
| $55.4M | 0.56% |
130,297
-33,098
|
|
||
54
Calix
CALX
$3.62B
| $55.4M | 0.56% |
902,621
-11,077
|
|
||
55
Airbnb
ABNB
$72B
| $53.7M | 0.55% |
442,357
-11,732
|
|
||
56
Xometry
XMTR
$2.83B
| $52.7M | 0.54% |
967,811
+108,003
|
|
||
57
Rivian
RIVN
$21B
| $52.6M | 0.54% |
3,585,239
-57,517
|
|
||
58
Palantir
PLTR
$399B
| $52.2M | 0.53% |
285,965
-293,547
|
|
||
59
Cboe Global Markets
CBOE
$26.7B
| $50.6M | 0.52% |
206,360
-20,487
|
|
||
60
Martin Marietta Materials
MLM
$37.1B
| $49.4M | 0.5% |
78,446
-1,129
|
|
||
61
Arm
ARM
$143B
| $49.2M | 0.5% |
348,067
+978
|
|
||
|
62
EchoStar
SATS
$21B
| $47.7M | 0.49% |
624,187
+505,563
|
|
||
63
Warby Parker
WRBY
$2.3B
| $46M | 0.47% |
1,668,224
-18,805
|
|
||
64
Floor & Decor
FND
$6.97B
| $41.1M | 0.42% |
557,436
-11,387
|
|
||
65
CrowdStrike
CRWD
$127B
| $41M | 0.42% |
83,597
-4,493
|
|
||
66
Loar Holdings
LOAR
$6.29B
| $38M | 0.39% |
475,204
+1,264
|
|
||
67
GE Aerospace
GE
$304B
| $36.6M | 0.37% |
121,669
-1,028
|
|
||
68
SiteOne Landscape Supply
SITE
$5.92B
| $35.9M | 0.37% |
278,565
+35,216
|
|
||
69
MongoDB
MDB
$26.8B
| $35.7M | 0.36% |
115,069
+7,975
|
|
||
70
Chart Industries
GTLS
$9.17B
| $35.3M | 0.36% |
176,553
-6,768
|
|
||
|
71
Tower Semiconductor
TSEM
$12.5B
| $35M | 0.36% |
+483,983
|
|
||
|
FIG
72
Figma
FIG
$17.7B
| $34.7M | 0.35% |
+668,140
|
|
||
|
BRCB
73
Black Rock Coffee Bar Inc
BRCB
$378M
| $33.7M | 0.34% |
+1,411,127
|
|
||
74
First Watch Restaurant Group
FWRG
$1.11B
| $33.6M | 0.34% |
2,145,809
-44,283
|
|
||
75
Dick's Sporting Goods
DKS
$18.7B
| $33.2M | 0.34% |
149,279
-1,270
|
|