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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
TSM icon
76
TSMC
TSM
$2.22T
$26.9M 0.32%
79,525
+15,421
+24% +$5.31M
ROKU icon
77
Roku
ROKU
$23.2B
$25.8M 0.31%
272,337
-208,962
-43% -$20.4M
LOAR icon
78
Loar Holdings
LOAR
$6.85B
$25.3M 0.3%
440,868
-26,001
-6% -$1.75M
TDG icon
79
TransDigm Group
TDG
$65.6B
$24.9M 0.3%
21,481
-4,054
-16% -$5.31M
VIA
80
Via Transportation Inc
VIA
$2.3B
$23.1M 0.28%
1,539,571
+301,742
+24% +$6.02M
SEI
81
Solaris Energy Infrastructure
SEI
$3.48B
$23.1M 0.28%
408,023
+163,978
+67% +$8.87M
INTC icon
82
Intel
INTC
$487B
$23M 0.28%
+521,122
New +$23.9M
C icon
83
Citigroup
C
$223B
$22M 0.26%
193,736
-19,794
-9% -$2.25M
CYTK icon
84
Cytokinetics
CYTK
$10.8B
$21.8M 0.26%
330,989
-54,831
-14% -$3.48M
OPCH icon
85
Option Care Health
OPCH
$3.59B
$21.6M 0.26%
801,142
-7,466
-0.9% -$242K
AAPL icon
86
Apple
AAPL
$4.59T
$20.1M 0.24%
79,040
+42,297
+115% +$11M
KYMR icon
87
Kymera Therapeutics
KYMR
$10B
$19.6M 0.24%
235,433
-4,483
-2% -$355K
NKTR icon
88
Nektar Therapeutics
NKTR
$2.55B
$19.6M 0.23%
271,758
+63,456
+30% +$3.61M
TEM
89
Tempus AI
TEM
$12.8B
$17.4M 0.21%
384,548
-192,226
-33% -$10.9M
GLW icon
90
Corning
GLW
$132B
$17M 0.2%
124,940
+107,258
+607% +$12.9M
AEHR icon
91
Aehr Test Systems
AEHR
$2.95B
$16.5M 0.2%
444,296
+126,348
+40% +$4.04M
GKOS icon
92
Glaukos
GKOS
$10.7B
$16.5M 0.2%
152,897
-1,545
-1% -$174K
WWD icon
93
Woodward
WWD
$20.4B
$16.4M 0.2%
45,819
-693
-1% -$250K
WRB icon
94
W.R. Berkley
WRB
$25.4B
$15.9M 0.19%
240,239
-1,525
-0.6% -$105K
MDGL icon
95
Madrigal Pharmaceuticals
MDGL
$12.6B
$15.4M 0.18%
29,391
-4,077
-12% -$1.95M
MGY icon
96
Magnolia Oil & Gas
MGY
$6.32B
$15.4M 0.18%
486,526
-167,422
-26% -$4.48M
ESTA icon
97
Establishment Labs
ESTA
$2.14B
$15.2M 0.18%
268,533
+97,776
+57% +$6.68M
GEV icon
98
GE Vernova
GEV
$254B
$14.4M 0.17%
16,487
-9,865
-37% -$7.7M
KTOS icon
99
Kratos Defense & Security Solutions
KTOS
$10.1B
$14.1M 0.17%
200,017
-69,776
-26% -$6.69M
MA icon
100
Mastercard
MA
$518B
$13.9M 0.17%
27,732
-3,781
-12% -$1.99M
2 3
4
5 6

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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.