GGHC

Gilder Gagnon Howe & Co Portfolio holdings

AUM $9.42B
This Quarter Return
+18.48%
1 Year Return
+54.36%
3 Year Return
+272.74%
5 Year Return
+377.85%
10 Year Return
+3,143.71%
AUM
$7.29B
AUM Growth
+$7.29B
Cap. Flow
-$316M
Cap. Flow %
-4.34%
Top 10 Hldgs %
31.93%
Holding
280
New
22
Increased
61
Reduced
163
Closed
30

Top Buys

1
LPLA icon
LPL Financial
LPLA
$53M
2
ASAN icon
Asana
ASAN
$25.2M
3
KNF icon
Knife River
KNF
$24.7M
4
COUR icon
Coursera
COUR
$21.3M
5
MNDY icon
monday.com
MNDY
$19.7M

Top Sells

1
CP icon
Canadian Pacific Kansas City
CP
$88.6M
2
INSP icon
Inspire Medical Systems
INSP
$42.1M
3
TRUP icon
Trupanion
TRUP
$37.9M
4
TSLA icon
Tesla
TSLA
$29.3M
5
FND icon
Floor & Decor
FND
$28.5M

Sector Composition

1 Technology 34.36%
2 Consumer Discretionary 19.26%
3 Healthcare 14.25%
4 Communication Services 12.26%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IRTC icon
176
iRhythm Technologies
IRTC
$5.67B
$2.19M 0.03%
20,468
-862
-4% -$92.3K
VEEV icon
177
Veeva Systems
VEEV
$44.4B
$2.1M 0.03%
10,925
+4,373
+67% +$842K
GFS icon
178
GlobalFoundries
GFS
$18.4B
$2.06M 0.03%
34,057
-656
-2% -$39.8K
NEWP
179
New Pacific Metals
NEWP
$347M
$2M 0.03%
1,045,976
-209,311
-17% -$400K
SG icon
180
Sweetgreen
SG
$1.05B
$1.91M 0.03%
169,352
+1,357
+0.8% +$15.3K
CYBR icon
181
CyberArk
CYBR
$23B
$1.91M 0.03%
8,724
-56
-0.6% -$12.3K
TSCO icon
182
Tractor Supply
TSCO
$31.9B
$1.9M 0.03%
44,100
-24,375
-36% -$1.05M
WSO icon
183
Watsco
WSO
$16B
$1.82M 0.03%
+4,252
New +$1.82M
ANF icon
184
Abercrombie & Fitch
ANF
$4.35B
$1.81M 0.02%
20,506
-6,487
-24% -$572K
SRPT icon
185
Sarepta Therapeutics
SRPT
$1.98B
$1.7M 0.02%
17,612
+1,002
+6% +$96.6K
BILL icon
186
BILL Holdings
BILL
$4.69B
$1.68M 0.02%
+20,593
New +$1.68M
BRZE icon
187
Braze
BRZE
$2.85B
$1.68M 0.02%
31,597
-76,423
-71% -$4.06M
AIRS icon
188
AirSculpt Technologies
AIRS
$393M
$1.65M 0.02%
219,772
+13,763
+7% +$103K
HIMS icon
189
Hims & Hers Health
HIMS
$10B
$1.62M 0.02%
182,502
+13,377
+8% +$119K
BBIO icon
190
BridgeBio Pharma
BBIO
$9.91B
$1.62M 0.02%
40,122
-4
-0% -$161
CMG icon
191
Chipotle Mexican Grill
CMG
$56B
$1.58M 0.02%
34,600
-150
-0.4% -$6.86K
AFRM icon
192
Affirm
AFRM
$27.8B
$1.54M 0.02%
+31,248
New +$1.54M
BRK.B icon
193
Berkshire Hathaway Class B
BRK.B
$1.08T
$1.54M 0.02%
4,304
+64
+2% +$22.8K
BSY icon
194
Bentley Systems
BSY
$16.2B
$1.4M 0.02%
26,837
-307
-1% -$16K
EME icon
195
Emcor
EME
$28.1B
$1.28M 0.02%
5,954
-60
-1% -$12.9K
BHVN icon
196
Biohaven
BHVN
$1.71B
$1.28M 0.02%
29,852
+4,322
+17% +$185K
IAUX
197
i-80 Gold Corp
IAUX
$662M
$1.24M 0.02%
703,253
-12,918
-2% -$22.7K
RIG icon
198
Transocean
RIG
$2.82B
$1.23M 0.02%
193,219
+1,178
+0.6% +$7.48K
PRVA icon
199
Privia Health
PRVA
$2.85B
$1.22M 0.02%
+52,836
New +$1.22M
DASH icon
200
DoorDash
DASH
$106B
$1.18M 0.02%
11,934
+6,625
+125% +$655K
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