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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
+11.77%
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
$9.81B
AUM Growth
+$395M
Cap. Flow
-$93.5M
Cap. Flow %
-0.95%
Top 10 Hldgs %
35.24%
Holding
269
New
31
Increased
70
Reduced
143
Closed
20

Top Buys

Rank Stock Value
1
FIGR
Figure Technology Solutions
FIGR
+$127M
2
ARX
Accelerant Holdings
ARX
+$91.3M
3
FIG
Figma
FIG
+$45.9M
4
BRCB
Black Rock Coffee Bar Inc
BRCB
+$36.9M
5
HOOD icon
Robinhood
HOOD
+$32.3M

Top Sells

Rank Stock Value
1
OSCR icon
Oscar Health
OSCR
+$57.5M
2
BNTX icon
BioNTech
BNTX
+$53.3M
3
PLTR icon
Palantir
PLTR
+$47.6M
4
KNF icon
Knife River
KNF
+$41.9M
5
XYZ
Block Inc
XYZ
+$38.3M

Sector Composition

Rank Sector Weight
1 Technology 29.2%
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
KNF icon
101
Knife River
KNF
$3.21B
$15.4M 0.16%
200,932
-513,553
-72% -$41.9M
LYV icon
102
Live Nation Entertainment
LYV
$39.7B
$15.4M 0.16%
94,287
+9,114
+11% +$1.44M
TWLO icon
103
Twilio
TWLO
$37.2B
$15.2M 0.15%
151,639
-79,849
-34% -$8.99M
GEV icon
104
GE Vernova
GEV
$235B
$15.1M 0.15%
24,558
+9,776
+66% +$5.92M
MDGL icon
105
Madrigal Pharmaceuticals
MDGL
$12.1B
$14.1M 0.14%
30,848
-705
-2% -$263K
KYMR icon
106
Kymera Therapeutics
KYMR
$9.41B
$14M 0.14%
246,704
-82,316
-25% -$3.71M
RDDT icon
107
Reddit
RDDT
$30.7B
$13.7M 0.14%
+59,437
New +$12.1M
ONEW icon
108
OneWater Marine
ONEW
$168M
$13.6M 0.14%
857,263
-4,822
-0.6% -$76.2K
NKTR icon
109
Nektar Therapeutics
NKTR
$2.28B
$12.8M 0.13%
224,828
+195,926
+678% +$6.49M
DASH icon
110
DoorDash
DASH
$85.9B
$12.5M 0.13%
45,803
+25
+0.1% +$6.27K
TDUP icon
111
ThredUp
TDUP
$326M
$12.1M 0.12%
1,280,238
+1,216,774
+1,917% +$11.5M
WWD icon
112
Woodward
WWD
$18.9B
$12.1M 0.12%
47,807
-247
-0.5% -$61.4K
Z icon
113
Zillow
Z
$7.31B
$12M 0.12%
155,544
-2,013
-1% -$165K
AGI icon
114
Alamos Gold
AGI
$14.7B
$11.2M 0.11%
320,288
-7,993
-2% -$228K
AMT icon
115
American Tower
AMT
$82.8B
$11M 0.11%
57,435
-277
-0.5% -$57.7K
SEI
116
Solaris Energy Infrastructure
SEI
$4.06B
$10.4M 0.11%
260,453
-5,548
-2% -$174K
HNGE
117
Hinge Health
HNGE
$7.46B
$10.1M 0.1%
205,307
+19,458
+10% +$1.02M
LGIH icon
118
LGI Homes
LGIH
$1.18B
$9.79M 0.1%
189,383
-4,397
-2% -$256K
AEHR icon
119
Aehr Test Systems
AEHR
$2.66B
$9.76M 0.1%
+324,040
New +$7.02M
NOW icon
120
ServiceNow
NOW
$147B
$9.63M 0.1%
52,340
-3,370
-6% -$629K
AAPL icon
121
Apple
AAPL
$4.84T
$9.55M 0.1%
37,515
-365
-1% -$82.5K
BV icon
122
BrightView Holdings
BV
$1.01B
$8.86M 0.09%
660,952
-3,412
-0.5% -$50.6K
HIMS icon
123
Hims & Hers Health
HIMS
$6.5B
$8.8M 0.09%
155,087
+4,346
+3% +$223K
MSGS icon
124
Madison Square Garden
MSGS
$9.47B
$8.66M 0.09%
38,150
-12,983
-25% -$2.66M
CWH icon
125
Camping World
CWH
$368M
$8.24M 0.08%
521,989
+201,916
+63% +$3.46M
3 4
5
6 7

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Gilder Gagnon Howe & Co's Q3 2025 Portfolio in Review

As of Q3 2025, Gilder Gagnon Howe & Co held 269 positions worth $9.81B, up 4.2% from $9.42B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Gilder Gagnon Howe & Co's Q3 2025 filing shows 31 new, 70 increased, 143 reduced and 20 closed positions. Its largest new stake was Figure Technology Solutions: 3,272,349 shares worth $119M. The largest sale was Oscar Health, an estimated $57.5M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 28% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Gilder Gagnon Howe & Co's largest Q3 2025 buy was Figure Technology Solutions: 3,272,349 shares worth $119M.
  • Gilder Gagnon Howe & Co added most to Robinhood in Q3 2025, an estimated $32.3M increase.
  • Gilder Gagnon Howe & Co's biggest Q3 2025 reduction was Oscar Health, cutting an estimated $57.5M.
  • Gilder Gagnon Howe & Co fully exited Circle Internet Group in Q3 2025, selling an estimated $37.4M.
  • Gilder Gagnon Howe & Co's ten largest holdings make up 35% of its $9.81B portfolio in Q3 2025.
  • Gilder Gagnon Howe & Co opened 31 new positions and closed 20 in Q3 2025.
  • Gilder Gagnon Howe & Co's portfolio value rose 4.2% quarter-over-quarter to $9.81B.

Based on Gilder Gagnon Howe & Co's 13F filing for Q3 2025, filed 14 Nov 2025.