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 | |
|---|---|---|---|---|---|---|
76
Xometry
XMTR
$3.16B
| $29.1M | 0.31% |
859,808
+613,282
|
|
||
77
Porch Group
PRCH
$894M
| $29M | 0.31% |
2,459,623
+719,412
|
|
||
78
Twilio
TWLO
$18.1B
| $28.8M | 0.31% |
231,488
+50,431
|
|
||
79
HDFC Bank
HDB
$167B
| $27.4M | 0.29% |
714,124
+90,662
|
|
||
80
Option Care Health
OPCH
$5.72B
| $26.9M | 0.29% |
828,583
-51,243
|
|
||
|
TEM
81
Tempus AI
TEM
$12.5B
| $26.2M | 0.28% |
413,081
+390,723
|
|
||
82
Texas Roadhouse
TXRH
$12.9B
| $25.8M | 0.27% |
137,647
-3,380
|
|
||
83
Vita Coco
COCO
$3.05B
| $23.1M | 0.25% |
641,007
-9,964
|
|
||
84
MongoDB
MDB
$32.5B
| $22.5M | 0.24% |
107,094
-291,928
|
|
||
85
Chubb
CB
$118B
| $21.7M | 0.23% |
74,815
-1,369
|
|
||
86
FTAI Aviation
FTAI
$28.1B
| $20.1M | 0.21% |
175,068
-43,183
|
|
||
87
BridgeBio Pharma
BBIO
$14.7B
| $20.1M | 0.21% |
465,401
+343,158
|
|
||
88
Snowflake
SNOW
$72B
| $20M | 0.21% |
89,462
+57,516
|
|
||
89
CoStar Group
CSGP
$27.7B
| $19.7M | 0.21% |
245,432
-328
|
|
||
90
Mastercard
MA
$484B
| $19.7M | 0.21% |
35,100
-1,755
|
|
||
91
TransDigm Group
TDG
$81.7B
| $19.5M | 0.21% |
12,834
-115
|
|
||
92
W.R. Berkley
WRB
$25.8B
| $17.9M | 0.19% |
243,316
-1,362
|
|
||
93
Sweetgreen
SG
$943M
| $17.7M | 0.19% |
1,187,836
+115,945
|
|
||
94
Rubrik
RBRK
$13.4B
| $17.4M | 0.18% |
194,137
+80,341
|
|
||
95
Magnolia Oil & Gas
MGY
$4.14B
| $16.7M | 0.18% |
743,357
-54,128
|
|
||
96
Universal Technical Institute
UTI
$1.5B
| $16.1M | 0.17% |
476,483
+392,079
|
|
||
97
TSMC
TSM
$1.78T
| $14.4M | 0.15% |
63,487
+58,034
|
|
||
98
Kymera Therapeutics
KYMR
$5.56B
| $14.4M | 0.15% |
329,020
+10,639
|
|
||
99
Live Nation Entertainment
LYV
$33.5B
| $12.9M | 0.14% |
+85,173
|
|
||
100
American Tower
AMT
$85.9B
| $12.8M | 0.14% |
57,712
-172
|
|