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 | |
|---|---|---|---|---|---|---|
|
101
Knife River
KNF
$4.18B
| $15.4M | 0.16% |
200,932
-513,553
|
|
||
102
Live Nation Entertainment
LYV
$30.4B
| $15.4M | 0.16% |
94,287
+9,114
|
|
||
103
Twilio
TWLO
$19.3B
| $15.2M | 0.15% |
151,639
-79,849
|
|
||
104
GE Vernova
GEV
$157B
| $15.1M | 0.15% |
24,558
+9,776
|
|
||
105
Madrigal Pharmaceuticals
MDGL
$13.2B
| $14.1M | 0.14% |
30,848
-705
|
|
||
106
Kymera Therapeutics
KYMR
$4.81B
| $14M | 0.14% |
246,704
-82,316
|
|
||
107
Reddit
RDDT
$42.3B
| $13.7M | 0.14% |
+59,437
|
|
||
108
OneWater Marine
ONEW
$185M
| $13.6M | 0.14% |
857,263
-4,822
|
|
||
109
Nektar Therapeutics
NKTR
$1.24B
| $12.8M | 0.13% |
224,828
+195,926
|
|
||
110
DoorDash
DASH
$88.6B
| $12.5M | 0.13% |
45,803
+25
|
|
||
111
ThredUp
TDUP
$927M
| $12.1M | 0.12% |
1,280,238
+1,216,774
|
|
||
112
Woodward
WWD
$18B
| $12.1M | 0.12% |
47,807
-247
|
|
||
113
Zillow
Z
$17.8B
| $12M | 0.12% |
155,544
-2,013
|
|
||
114
Alamos Gold
AGI
$15.6B
| $11.2M | 0.11% |
320,288
-7,993
|
|
||
115
American Tower
AMT
$82.5B
| $11M | 0.11% |
57,435
-277
|
|
||
|
SEI
116
Solaris Energy Infrastructure
SEI
$2.38B
| $10.4M | 0.11% |
260,453
-5,548
|
|
||
|
HNGE
117
Hinge Health
HNGE
$3.78B
| $10.1M | 0.1% |
205,307
+19,458
|
|
||
118
LGI Homes
LGIH
$1.21B
| $9.79M | 0.1% |
189,383
-4,397
|
|
||
119
Aehr Test Systems
AEHR
$676M
| $9.76M | 0.1% |
+324,040
|
|
||
120
ServiceNow
NOW
$171B
| $9.63M | 0.1% |
10,468
-674
|
|
||
121
Apple
AAPL
$4.18T
| $9.55M | 0.1% |
37,515
-365
|
|
||
122
BrightView Holdings
BV
$1.21B
| $8.86M | 0.09% |
660,952
-3,412
|
|
||
123
Hims & Hers Health
HIMS
$8.54B
| $8.8M | 0.09% |
155,087
+4,346
|
|
||
124
Madison Square Garden
MSGS
$5.44B
| $8.66M | 0.09% |
38,150
-12,983
|
|
||
125
Camping World
CWH
$698M
| $8.24M | 0.08% |
521,989
+201,916
|
|