GGHC

Gilder Gagnon Howe & Co Portfolio holdings

AUM $9.81B
1-Year Est. Return 55.18%
This Quarter Est. Return
1 Year Est. Return
+55.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.42B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

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
BRBR icon
BellRing Brands
BRBR
+$36.2M
5
ZM icon
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
HIMS icon
126
Hims & Hers Health
HIMS
$7.14B
$7.51M 0.08%
150,741
+169
PAG icon
127
Penske Automotive Group
PAG
$10.8B
$7.25M 0.08%
42,179
-299
EVLV icon
128
Evolv Technologies
EVLV
$1.09B
$7.04M 0.07%
+1,128,434
VMC icon
129
Vulcan Materials
VMC
$40.4B
$6.79M 0.07%
26,040
-142
MUSA icon
130
Murphy USA
MUSA
$8.27B
$6.33M 0.07%
15,561
-786
CYTK icon
131
Cytokinetics
CYTK
$7.65B
$6.31M 0.07%
191,115
+176,253
SKWD icon
132
Skyward Specialty Insurance
SKWD
$2.05B
$6.27M 0.07%
108,530
-887
ROIV icon
133
Roivant Sciences
ROIV
$16.1B
$6.17M 0.07%
547,840
-547,030
COIN icon
134
Coinbase
COIN
$65B
$6.1M 0.06%
17,398
-52
CEG icon
135
Constellation Energy
CEG
$111B
$5.99M 0.06%
18,562
-3,220
TLSI icon
136
TriSalus Life Sciences
TLSI
$276M
$5.96M 0.06%
1,092,975
+265,618
LLY icon
137
Eli Lilly
LLY
$929B
$5.65M 0.06%
7,250
-12,198
GLNG icon
138
Golar LNG
GLNG
$4.05B
$5.52M 0.06%
133,897
-22,851
CWH icon
139
Camping World
CWH
$859M
$5.5M 0.06%
320,073
-173,191
WMT icon
140
Walmart Inc
WMT
$954B
$5.49M 0.06%
56,190
-10,236
CHYM
141
Chime Financial
CHYM
$9.77B
$5.49M 0.06%
+158,971
JPM icon
142
JPMorgan Chase
JPM
$842B
$5.14M 0.05%
17,745
-3,062
ELF icon
143
e.l.f. Beauty
ELF
$5.37B
$4.93M 0.05%
39,610
-49,034
WPM icon
144
Wheaton Precious Metals
WPM
$61.5B
$4.77M 0.05%
53,135
-368
CAVA icon
145
CAVA Group
CAVA
$8.36B
$4.74M 0.05%
56,242
-41,368
WSC icon
146
WillScot Mobile Mini Holdings
WSC
$4.09B
$4.72M 0.05%
172,095
-98,302
HEI icon
147
HEICO Corp
HEI
$49.1B
$4.71M 0.05%
14,355
-6
TPR icon
148
Tapestry
TPR
$26.7B
$4.58M 0.05%
52,152
+43,798
ENVX icon
149
Enovix
ENVX
$1.78B
$4.54M 0.05%
501,477
-48,054
RARE icon
150
Ultragenyx Pharmaceutical
RARE
$2.17B
$4.48M 0.05%
123,127
+106,239