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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
FIG
101
Figma
FIG
$16.3B
$13.8M 0.17%
651,597
-15,935
-2% -$437K
SIBN icon
102
SI-BONE Inc
SIBN
$861M
$13.2M 0.16%
1,048,516
+634,558
+153% +$9.93M
GTLS
103
DELISTED
Chart Industries
GTLS
$13.2M 0.16%
64,035
-84,101
-57% -$17.4M
OSCR icon
104
Oscar Health
OSCR
$9.27B
$12.3M 0.15%
1,074,592
-34,003
-3% -$479K
MSGS icon
105
Madison Square Garden
MSGS
$9.48B
$12.1M 0.14%
37,499
-150
-0.4% -$44.7K
LGN
106
Legence Corp
LGN
$4.43B
$11.2M 0.13%
+199,102
New +$10M
BE icon
107
Bloom Energy
BE
$64.2B
$11.1M 0.13%
81,583
+77,414
+1,857% +$11.4M
PL icon
108
Planet Labs
PL
$7.54B
$10.8M 0.13%
387,604
+294,604
+317% +$7.53M
NU icon
109
Nu Holdings
NU
$71.9B
$10.5M 0.13%
732,227
+300,595
+70% +$4.87M
REZI icon
110
Resideo Technologies
REZI
$3.03B
$10.5M 0.13%
311,505
-1,613
-0.5% -$57.6K
KRYS icon
111
Krystal Biotech
KRYS
$10.6B
$10.4M 0.12%
+40,128
New +$10.7M
ALNT icon
112
Allient
ALNT
$1.63B
$10.2M 0.12%
+171,857
New +$10.8M
UTI icon
113
Universal Technical Institute
UTI
$1.19B
$10.1M 0.12%
279,223
-211,949
-43% -$6.69M
SU icon
114
Suncor Energy
SU
$77.7B
$9.85M 0.12%
149,028
-975
-0.6% -$53.9K
MCO icon
115
Moody's
MCO
$88.2B
$9.67M 0.12%
22,165
+14,102
+175% +$6.67M
CCOI icon
116
Cogent Communications
CCOI
$495M
$9.41M 0.11%
499,290
+5,182
+1% +$114K
CB icon
117
Chubb
CB
$131B
$9.35M 0.11%
28,673
-187
-0.6% -$60K
AMT icon
118
American Tower
AMT
$81.2B
$8.77M 0.11%
50,802
-879
-2% -$158K
COCO icon
119
Vita Coco
COCO
$3.57B
$8.72M 0.1%
181,917
-7,119
-4% -$389K
DDOG icon
120
Datadog
DDOG
$87.2B
$8.48M 0.1%
71,799
+59,023
+462% +$7.29M
FWONK icon
121
Liberty Media Series C
FWONK
$25.6B
$8.22M 0.1%
96,641
+24,889
+35% +$2.18M
TDUP icon
122
ThredUp
TDUP
$352M
$7.79M 0.09%
2,375,124
+322,778
+16% +$1.5M
BRCB
123
Black Rock Coffee Bar Inc
BRCB
$201M
$7.79M 0.09%
602,893
-373,411
-38% -$6.05M
FWRG icon
124
First Watch Restaurant Group
FWRG
$764M
$7.77M 0.09%
741,126
-1,340,546
-64% -$19.4M
NAMS icon
125
NewAmsterdam Pharma
NAMS
$3.2B
$7.73M 0.09%
241,475
-7,053
-3% -$230K
3 4
5
6 7

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OAM
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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.