GGHC
Gilder Gagnon Howe & Co Portfolio holdings
AUM
$9.81B
1-Year Est. Return
55.18%
1 Year Est. Return
+55.18%
AUM
$9.42B
AUM Growth
+$1.76B
(+23%)
Holding
265
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 |
BellRing Brands
BRBR
|
+$36.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Smith Douglas Homes
SDHC
$188M
| $4.46M | 0.05% |
229,808
-211,068
|
|
||
152
Core & Main
CNM
$11B
| $4.45M | 0.05% |
73,688
-436
|
|
||
153
D.R. Horton
DHI
$45.4B
| $4.33M | 0.05% |
33,608
-6,023
|
|
||
154
Marqeta
MQ
$1.96B
| $3.88M | 0.04% |
665,107
-29,106
|
|
||
|
BBNX
155
Beta Bionics
BBNX
$814M
| $3.56M | 0.04% |
+244,202
|
|
||
156
Shift4
FOUR
$4.43B
| $3.39M | 0.04% |
34,223
+72
|
|
||
157
EchoStar
SATS
$35.5B
| $3.29M | 0.03% |
118,624
+70,803
|
|
||
158
Lennar Class A
LEN
$29.3B
| $3.24M | 0.03% |
+29,300
|
|
||
159
Custom Truck One Source
CTOS
$1.42B
| $3.16M | 0.03% |
639,788
-150,973
|
|
||
160
Tarsus Pharmaceuticals
TARS
$3.02B
| $3.13M | 0.03% |
77,164
-339,647
|
|
||
161
Ciena
CIEN
$34.3B
| $3.07M | 0.03% |
37,716
+9,905
|
|
||
162
Adobe
ADBE
$124B
| $3.01M | 0.03% |
7,781
-3,634
|
|
||
163
NextNav
NN
$2.12B
| $3.01M | 0.03% |
+197,715
|
|
||
164
Emcor
EME
$31.3B
| $3M | 0.03% |
5,606
-28
|
|
||
|
VG
165
Venture Global Inc
VG
$21.5B
| $2.85M | 0.03% |
+182,632
|
|
||
166
Gilead Sciences
GILD
$155B
| $2.82M | 0.03% |
25,428
-11,158
|
|
||
167
Impinj
PI
$4.88B
| $2.8M | 0.03% |
25,217
+578
|
|
||
168
Wingstop
WING
$7.68B
| $2.74M | 0.03% |
8,131
+5,343
|
|
||
169
FTAI Infrastructure
FIP
$670M
| $2.72M | 0.03% |
440,092
-2,718
|
|
||
170
TG Therapeutics
TGTX
$4.85B
| $2.57M | 0.03% |
71,310
-9,467
|
|
||
171
National Vision
EYE
$2.22B
| $2.48M | 0.03% |
+107,598
|
|
||
|
CNR
172
Core Natural Resources Inc
CNR
$4.98B
| $2.28M | 0.02% |
+32,707
|
|
||
173
RadNet
RDNT
$5.49B
| $2.25M | 0.02% |
39,562
+95
|
|
||
174
Grindr
GRND
$2.24B
| $2.22M | 0.02% |
97,903
-111,896
|
|
||
175
Berkshire Hathaway Class B
BRK.B
$1.06T
| $2.14M | 0.02% |
4,400
-47
|
|