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 | |
|---|---|---|---|---|---|---|
76
Alignment Healthcare
ALHC
$3.82B
| $32.9M | 0.34% |
1,884,076
+1,738,449
|
|
||
77
ICICI Bank
IBN
$109B
| $30.8M | 0.31% |
1,019,743
-35,607
|
|
||
78
Texas Roadhouse
TXRH
$11.3B
| $30.7M | 0.31% |
184,646
+46,999
|
|
||
79
Unity
U
$18.5B
| $29.8M | 0.3% |
+745,055
|
|
||
80
International General Insurance
IGIC
$1.04B
| $28.8M | 0.29% |
1,240,534
-2,501
|
|
||
81
Glaukos
GKOS
$6.09B
| $27.3M | 0.28% |
334,532
-366,102
|
|
||
82
Oscar Health
OSCR
$4.79B
| $26.9M | 0.27% |
1,421,405
-3,488,338
|
|
||
83
Kratos Defense & Security Solutions
KTOS
$12.4B
| $24.9M | 0.25% |
272,893
+40,285
|
|
||
84
BridgeBio Pharma
BBIO
$13.8B
| $24M | 0.24% |
462,311
-3,090
|
|
||
85
HDFC Bank
HDB
$182B
| $23.8M | 0.24% |
697,781
-16,343
|
|
||
86
CoStar Group
CSGP
$28.8B
| $23.5M | 0.24% |
278,503
+33,071
|
|
||
87
FTAI Aviation
FTAI
$17.4B
| $23.3M | 0.24% |
139,364
-35,704
|
|
||
88
Option Care Health
OPCH
$4.91B
| $22.9M | 0.23% |
823,478
-5,105
|
|
||
89
Cytokinetics
CYTK
$8.08B
| $21.4M | 0.22% |
389,055
+197,940
|
|
||
90
Mastercard
MA
$488B
| $18.7M | 0.19% |
32,961
-2,139
|
|
||
91
TSMC
TSM
$1.49T
| $18.6M | 0.19% |
66,519
+3,032
|
|
||
92
W.R. Berkley
WRB
$27.7B
| $18.6M | 0.19% |
242,297
-1,019
|
|
||
93
Snowflake
SNOW
$85.4B
| $18.5M | 0.19% |
81,944
-7,518
|
|
||
94
TransDigm Group
TDG
$76.3B
| $18.4M | 0.19% |
13,944
+1,110
|
|
||
|
VIA
95
Via Transportation Inc
VIA
$2.72B
| $17.1M | 0.17% |
+354,981
|
|
||
96
Chubb
CB
$116B
| $16.8M | 0.17% |
59,466
-15,349
|
|
||
97
BioNTech
BNTX
$23.4B
| $16.7M | 0.17% |
168,871
-498,764
|
|
||
98
Magnolia Oil & Gas
MGY
$4.31B
| $16.5M | 0.17% |
691,325
-52,032
|
|
||
99
Universal Technical Institute
UTI
$1.3B
| $16.4M | 0.17% |
505,198
+28,715
|
|
||
100
Rubrik
RBRK
$13.5B
| $15.8M | 0.16% |
192,223
-1,914
|
|