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 | |
|---|---|---|---|---|---|---|
151
e.l.f. Beauty
ELF
$4.59B
| $4.98M | 0.05% |
37,572
-2,038
|
|
||
152
CAVA Group
CAVA
$6.06B
| $4.91M | 0.05% |
81,239
+24,997
|
|
||
153
TriSalus Life Sciences
TLSI
$345M
| $4.87M | 0.05% |
1,047,059
-45,916
|
|
||
154
On Holding
ONON
$15B
| $4.64M | 0.05% |
109,492
-110,207
|
|
||
155
Eli Lilly
LLY
$952B
| $4.63M | 0.05% |
6,069
-1,181
|
|
||
156
HEICO Corp
HEI
$43.3B
| $4.61M | 0.05% |
14,272
-83
|
|
||
157
Impinj
PI
$4.94B
| $4.57M | 0.05% |
25,269
+52
|
|
||
158
Skyward Specialty Insurance
SKWD
$1.93B
| $4.52M | 0.05% |
94,994
-13,536
|
|
||
159
Custom Truck One Source
CTOS
$1.43B
| $4.11M | 0.04% |
639,788
|
|
||
160
Smith Douglas Homes
SDHC
$177M
| $4.02M | 0.04% |
227,780
-2,028
|
|
||
161
Murphy USA
MUSA
$7.19B
| $4.02M | 0.04% |
10,357
-5,204
|
|
||
|
HTFL
162
Heartflow Inc
HTFL
$2.6B
| $4.02M | 0.04% |
+119,359
|
|
||
163
RadNet
RDNT
$6.17B
| $3.99M | 0.04% |
52,420
+12,858
|
|
||
164
Clear Secure
YOU
$3.39B
| $3.99M | 0.04% |
+119,385
|
|
||
165
Core & Main
CNM
$9.31B
| $3.95M | 0.04% |
73,294
-394
|
|
||
166
Ferrari
RACE
$68.4B
| $3.9M | 0.04% |
8,031
-70,617
|
|
||
167
Lennar Class A
LEN
$31.5B
| $3.68M | 0.04% |
29,173
-127
|
|
||
168
Ultragenyx Pharmaceutical
RARE
$3.24B
| $3.67M | 0.04% |
121,941
-1,186
|
|
||
169
Stoke Therapeutics
STOK
$1.74B
| $3.65M | 0.04% |
155,166
+25,595
|
|
||
170
Emcor
EME
$27.5B
| $3.64M | 0.04% |
5,605
-1
|
|
||
171
Ouster
OUST
$1.39B
| $3.55M | 0.04% |
+131,268
|
|
||
|
KLAR
172
Klarna Group
KLAR
$11.5B
| $3.52M | 0.04% |
+96,141
|
|
||
173
Ezcorp Inc
EZPW
$1.17B
| $3.46M | 0.04% |
181,695
+75,751
|
|
||
174
Marqeta
MQ
$2.07B
| $3.3M | 0.03% |
625,625
-39,482
|
|
||
175
National Vision
EYE
$2.23B
| $3.3M | 0.03% |
112,906
+5,308
|
|