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 | |
|---|---|---|---|---|---|---|
126
Vita Coco
COCO
$3.08B
| $8.14M | 0.08% |
191,652
-449,355
|
|
||
127
Liberty Media Series C
FWONK
$23.7B
| $7.98M | 0.08% |
76,407
-940
|
|
||
128
Vulcan Materials
VMC
$38.6B
| $7.97M | 0.08% |
25,917
-123
|
|
||
|
TBN
129
Tamboran Resources
TBN
$508M
| $7.71M | 0.08% |
+281,656
|
|
||
130
Roivant Sciences
ROIV
$14.1B
| $7.5M | 0.08% |
495,957
-51,883
|
|
||
131
HEICO Corp Class A
HEI.A
$33.9B
| $7.39M | 0.08% |
29,068
-223
|
|
||
132
Costco
COST
$402B
| $7.27M | 0.07% |
7,851
-70
|
|
||
133
Penske Automotive Group
PAG
$10.6B
| $7.26M | 0.07% |
41,774
-405
|
|
||
134
Sherwin-Williams
SHW
$84.3B
| $7.04M | 0.07% |
20,322
-1,602
|
|
||
135
Enovix
ENVX
$1.63B
| $6.73M | 0.07% |
675,166
+173,689
|
|
||
136
Kornit Digital
KRNT
$598M
| $6.64M | 0.07% |
492,085
-10,376
|
|
||
137
Tapestry
TPR
$23B
| $6.64M | 0.07% |
58,638
+6,486
|
|
||
138
Cogent Communications
CCOI
$974M
| $6.61M | 0.07% |
+172,488
|
|
||
|
TWFG
139
TWFG Inc
TWFG
$419M
| $6.59M | 0.07% |
240,013
-343
|
|
||
140
Suncor Energy
SU
$53B
| $6.51M | 0.07% |
155,659
-60,455
|
|
||
141
Pan American Silver
PAAS
$19.2B
| $6.31M | 0.06% |
+163,045
|
|
||
142
Walmart
WMT
$885B
| $6.14M | 0.06% |
59,541
+3,351
|
|
||
143
Constellation Energy
CEG
$114B
| $6.09M | 0.06% |
18,514
-48
|
|
||
144
Coinbase
COIN
$72.6B
| $5.95M | 0.06% |
17,634
+236
|
|
||
145
Wheaton Precious Metals
WPM
$49.1B
| $5.91M | 0.06% |
52,808
-327
|
|
||
|
NTSK
146
Netskope Inc
NTSK
$6.82B
| $5.73M | 0.06% |
+251,975
|
|
||
147
D.R. Horton
DHI
$45.6B
| $5.64M | 0.06% |
33,286
-322
|
|
||
148
JPMorgan Chase
JPM
$839B
| $5.57M | 0.06% |
17,659
-86
|
|
||
149
Ciena
CIEN
$29.3B
| $5.52M | 0.06% |
37,891
+175
|
|
||
150
Nu Holdings
NU
$85B
| $5.18M | 0.05% |
323,630
+250,357
|
|