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 | |
|---|---|---|---|---|---|---|
51
Franco-Nevada
FNV
$47B
| $57.4M | 0.61% |
350,236
+320,656
|
|
||
52
Arm
ARM
$112B
| $56.1M | 0.6% |
347,089
+663
|
|
||
53
Cboe Global Markets
CBOE
$28.6B
| $52.9M | 0.56% |
226,847
-25,044
|
|
||
54
Elbit Systems
ESLT
$33.9B
| $50.3M | 0.53% |
111,859
+1,738
|
|
||
55
Rivian
RIVN
$20.4B
| $50.1M | 0.53% |
3,642,756
-29,023
|
|
||
|
NBIS
56
Nebius Group N.V.
NBIS
$27.4B
| $49.3M | 0.52% |
+891,693
|
|
||
57
Calix
CALX
$3.85B
| $48.6M | 0.52% |
913,698
+117,239
|
|
||
|
TLN
58
Talen Energy Corp
TLN
$17B
| $47.5M | 0.5% |
163,395
-9,597
|
|
||
59
CrowdStrike
CRWD
$114B
| $44.9M | 0.48% |
88,090
+2,695
|
|
||
60
Martin Marietta Materials
MLM
$39.3B
| $43.7M | 0.46% |
79,575
+3,872
|
|
||
61
Floor & Decor
FND
$8.2B
| $43.2M | 0.46% |
568,823
-78,534
|
|
||
62
Loar Holdings
LOAR
$7.01B
| $40.8M | 0.43% |
473,940
-11,751
|
|
||
63
Ferrari
RACE
$61.2B
| $38.6M | 0.41% |
78,648
+7,179
|
|
||
|
CRCL
64
Circle Internet Group
CRCL
$18.5B
| $37.4M | 0.4% |
+206,105
|
|
||
65
Warby Parker
WRBY
$3.44B
| $37M | 0.39% |
1,687,029
+8,368
|
|
||
|
XYZ
66
Block Inc
XYZ
$40.1B
| $36.7M | 0.39% |
540,724
-3,932
|
|
||
67
ICICI Bank
IBN
$110B
| $35.5M | 0.38% |
1,055,350
+42,479
|
|
||
68
First Watch Restaurant Group
FWRG
$1.02B
| $35.1M | 0.37% |
2,190,092
-38,150
|
|
||
|
VRNA
69
DELISTED
Verona Pharma
VRNA
| $34.5M | 0.37% |
365,258
+305,547
|
|
||
70
GE Aerospace
GE
$343B
| $31.6M | 0.34% |
122,697
+46,317
|
|
||
71
Robinhood
HOOD
$97.8B
| $30.5M | 0.32% |
326,112
+146,338
|
|
||
72
Chart Industries
GTLS
$9.32B
| $30.2M | 0.32% |
183,321
-98,116
|
|
||
73
International General Insurance
IGIC
$1.03B
| $29.9M | 0.32% |
1,243,035
-7,263
|
|
||
74
Dick's Sporting Goods
DKS
$19.4B
| $29.8M | 0.32% |
150,549
-306,281
|
|
||
75
SiteOne Landscape Supply
SITE
$6.57B
| $29.4M | 0.31% |
243,349
+26,258
|
|