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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
FRPT icon
51
Freshpet
FRPT
$3.5B
$47.7M 0.57%
808,566
-246,574
-23% -$17.3M
LASR icon
52
nLIGHT
LASR
$2.6B
$44.8M 0.54%
+786,285
New +$42.6M
AFRM icon
53
Affirm
AFRM
$26B
$43.9M 0.53%
958,005
+5,096
+0.5% +$294K
TBN
54
Tamboran Resources
TBN
$1.32B
$42M 0.5%
841,063
+46,415
+6% +$1.4M
FTAI icon
55
FTAI Aviation
FTAI
$20.5B
$42M 0.5%
171,513
-16,500
-9% -$4.37M
APPF icon
56
AppFolio
APPF
$8.22B
$41.9M 0.5%
265,330
-154,101
-37% -$29.2M
MLM icon
57
Martin Marietta Materials
MLM
$37.5B
$40.7M 0.49%
69,173
-9,380
-12% -$5.99M
PLTR icon
58
Palantir
PLTR
$447B
$40.3M 0.48%
275,323
+33,604
+14% +$5.14M
HUBS icon
59
HubSpot
HUBS
$12.8B
$39.5M 0.47%
161,818
-4,120
-2% -$1.16M
LOB icon
60
Live Oak Bancshares
LOB
$1.85B
$39.5M 0.47%
+1,193,114
New +$44M
AAOI icon
61
Applied Optoelectronics
AAOI
$9.62B
$38.5M 0.46%
455,375
-19,640
-4% -$1.25M
TLN
62
Talen Energy Corp
TLN
$14.6B
$38.4M 0.46%
120,181
-3,340
-3% -$1.18M
CALX icon
63
Calix
CALX
$2.37B
$38.2M 0.46%
779,092
-108,835
-12% -$5.71M
TTAN
64
ServiceTitan Inc
TTAN
$9.6B
$37.7M 0.45%
594,665
-3,004
-0.5% -$232K
XMTR icon
65
Xometry
XMTR
$5.52B
$37.6M 0.45%
921,181
-100,874
-10% -$5.36M
AERO
66
Grupo Aeromexico SAB de CV
AERO
$2.21B
$34.2M 0.41%
2,437,743
-239,182
-9% -$4.34M
GE icon
67
GE Aerospace
GE
$356B
$33.1M 0.4%
116,620
-17,652
-13% -$5.55M
ALHC icon
68
Alignment Healthcare
ALHC
$2.81B
$32.3M 0.39%
1,833,691
-23,448
-1% -$471K
SITE icon
69
SiteOne Landscape Supply
SITE
$4.17B
$32M 0.38%
240,400
-44,442
-16% -$6.28M
SFM icon
70
Sprouts Farmers Market
SFM
$7.56B
$31.4M 0.38%
407,258
-104,088
-20% -$7.77M
BBIO icon
71
BridgeBio Pharma
BBIO
$15.4B
$31.2M 0.37%
420,325
-37,652
-8% -$2.73M
PRCH icon
72
Porch Group
PRCH
$1.98B
$29.9M 0.36%
4,174,917
-172,456
-4% -$1.38M
TXRH icon
73
Texas Roadhouse
TXRH
$13.1B
$29.8M 0.36%
180,168
-2,156
-1% -$387K
IGIC icon
74
International General Insurance
IGIC
$1.14B
$29.4M 0.35%
1,213,785
-6,331
-0.5% -$155K
MSFT icon
75
Microsoft
MSFT
$3.75T
$28.8M 0.35%
77,787
-84,909
-52% -$35.5M
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.