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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
IAUX
151
i-80 Gold Corp
IAUX
$1.66B
$4.77M 0.06%
+3,138,545
New +$5.37M
HTFL
152
Heartflow Inc
HTFL
$4.18B
$4.47M 0.05%
183,866
-2,002
-1% -$54.4K
LYV icon
153
Live Nation Entertainment
LYV
$42.1B
$4.35M 0.05%
28,530
-28,601
-50% -$4.33M
EZPW icon
154
Ezcorp Inc
EZPW
$2.11B
$4.33M 0.05%
170,740
-9,589
-5% -$230K
CRWV
155
CoreWeave
CRWV
$47.9B
$4.21M 0.05%
54,293
+44,726
+468% +$3.88M
TWFG
156
TWFG Inc
TWFG
$377M
$4.11M 0.05%
223,639
-14,881
-6% -$329K
EWY icon
157
iShares MSCI South Korea ETF
EWY
$28.3B
$4.11M 0.05%
+33,383
New +$4.18M
CIEN icon
158
Ciena
CIEN
$56.6B
$4.1M 0.05%
10,558
-25,476
-71% -$7.79M
SKWD icon
159
Skyward Specialty Insurance
SKWD
$2.34B
$3.98M 0.05%
91,208
-479
-0.5% -$21.8K
JHX icon
160
James Hardie Industries
JHX
$17.3B
$3.95M 0.05%
+208,757
New +$4.7M
CEG icon
161
Constellation Energy
CEG
$100B
$3.93M 0.05%
14,057
-2,374
-14% -$721K
PTON icon
162
Peloton Interactive
PTON
$2.33B
$3.91M 0.05%
911,713
-58,160
-6% -$284K
EME icon
163
Emcor
EME
$34.2B
$3.9M 0.05%
5,286
-283
-5% -$206K
HEI icon
164
HEICO Corp
HEI
$47.1B
$3.84M 0.05%
14,018
-77
-0.5% -$24.8K
IMNM icon
165
Immunome
IMNM
$3.28B
$3.7M 0.04%
169,267
-5,594
-3% -$125K
CSGP icon
166
CoStar Group
CSGP
$12.7B
$3.67M 0.04%
91,094
-148,940
-62% -$7.75M
STOK icon
167
Stoke Therapeutics
STOK
$2.1B
$3.67M 0.04%
112,627
-9,821
-8% -$322K
IBN icon
168
ICICI Bank
IBN
$107B
$3.59M 0.04%
138,435
-857,827
-86% -$25.2M
MAMA icon
169
Mama's Creations
MAMA
$745M
$3.58M 0.04%
233,353
-12,427
-5% -$189K
TLSI icon
170
TriSalus Life Sciences
TLSI
$304M
$3.55M 0.04%
888,515
-90,508
-9% -$443K
ELF icon
171
e.l.f. Beauty
ELF
$6.26B
$3.41M 0.04%
56,330
+19,164
+52% +$1.56M
LITE icon
172
Lumentum
LITE
$85.8B
$3.3M 0.04%
4,692
+21
+0.4% +$11.5K
KRNT icon
173
Kornit Digital
KRNT
$727M
$3.21M 0.04%
218,921
-222,470
-50% -$3.25M
CNR
174
Core Natural Resources Inc
CNR
$5.05B
$3.16M 0.04%
30,131
-71
-0.2% -$6.76K
FND icon
175
Floor & Decor
FND
$5.68B
$3.03M 0.04%
59,658
-464,397
-89% -$30.2M
5 6
7
8 9

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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.