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 | |
|---|---|---|---|---|---|---|
101
Inspire Medical Systems
INSP
$2.68B
| $11.9M | 0.13% |
91,756
-91,897
|
|
||
102
Woodward
WWD
$20B
| $11.8M | 0.13% |
+48,054
|
|
||
103
OneWater Marine
ONEW
$230M
| $11.5M | 0.12% |
862,085
-134,264
|
|
||
104
ServiceNow
NOW
$134B
| $11.5M | 0.12% |
55,710
-2,890
|
|
||
|
MAG
105
DELISTED
MAG Silver
MAG
| $11.4M | 0.12% |
541,248
-54,548
|
|
||
106
On Holding
ONON
$14.9B
| $11.4M | 0.12% |
219,699
-148,036
|
|
||
107
DoorDash
DASH
$88.5B
| $11.3M | 0.12% |
45,778
+30,049
|
|
||
108
BrightView Holdings
BV
$1.25B
| $11.1M | 0.12% |
664,364
-269,336
|
|
||
109
Zillow
Z
$16.6B
| $11M | 0.12% |
157,557
-188,928
|
|
||
110
Kratos Defense & Security Solutions
KTOS
$22.1B
| $10.8M | 0.11% |
232,608
+218,836
|
|
||
111
Madison Square Garden
MSGS
$6.97B
| $10.7M | 0.11% |
51,133
-1,294
|
|
||
112
Kornit Digital
KRNT
$663M
| $10M | 0.11% |
502,461
-282,564
|
|
||
113
LGI Homes
LGIH
$1.24B
| $9.98M | 0.11% |
193,780
-6,033
|
|
||
|
HNGE
114
Hinge Health
HNGE
$3.41B
| $9.62M | 0.1% |
+185,849
|
|
||
115
Madrigal Pharmaceuticals
MDGL
$11.4B
| $9.55M | 0.1% |
31,553
-103
|
|
||
116
Alamos Gold
AGI
$16.3B
| $8.72M | 0.09% |
328,281
-64,234
|
|
||
|
TWFG
117
TWFG Inc
TWFG
$386M
| $8.41M | 0.09% |
240,356
-1,699
|
|
||
118
Suncor Energy
SU
$59.8B
| $8.09M | 0.09% |
216,114
-14,796
|
|
||
119
Liberty Media Series C
FWONK
$22.3B
| $8.08M | 0.09% |
77,347
-2,168
|
|
||
120
Costco
COST
$428B
| $7.84M | 0.08% |
7,921
-734
|
|
||
121
GE Vernova
GEV
$185B
| $7.82M | 0.08% |
14,782
+2,988
|
|
||
122
Apple
AAPL
$3.76T
| $7.77M | 0.08% |
37,880
-7,455
|
|
||
123
HEICO Corp Class A
HEI.A
$38B
| $7.58M | 0.08% |
29,291
-329
|
|
||
124
Sherwin-Williams
SHW
$88.7B
| $7.53M | 0.08% |
21,924
-905
|
|
||
|
SEI
125
Solaris Energy Infrastructure
SEI
$2.78B
| $7.53M | 0.08% |
266,001
-30,798
|
|