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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
ENVX icon
176
Enovix
ENVX
$788M
$3.03M 0.04%
584,954
-10,739
-2% -$67.2K
WTTR icon
177
Select Water Solutions
WTTR
$2.52B
$2.98M 0.04%
+194,647
New +$2.54M
LUNR icon
178
Intuitive Machines
LUNR
$2.6B
$2.95M 0.04%
159,199
-8,913
-5% -$164K
HUT
179
Hut 8
HUT
$10.7B
$2.88M 0.03%
+61,396
New +$3.32M
ACMR icon
180
ACM Research
ACMR
$5.61B
$2.8M 0.03%
71,245
+20,877
+41% +$1.11M
AMBQ
181
Ambiq Micro
AMBQ
$1.45B
$2.78M 0.03%
109,577
+15,832
+17% +$472K
RDNT icon
182
RadNet
RDNT
$5.93B
$2.77M 0.03%
49,492
-3,213
-6% -$219K
EYE icon
183
National Vision
EYE
$1.41B
$2.75M 0.03%
106,255
-5,879
-5% -$160K
HIMS icon
184
Hims & Hers Health
HIMS
$7.39B
$2.7M 0.03%
129,953
-24,079
-16% -$569K
JPM icon
185
JPMorgan Chase
JPM
$942B
$2.69M 0.03%
9,135
-123
-1% -$37.3K
PI icon
186
Impinj
PI
$5.14B
$2.63M 0.03%
25,590
+238
+0.9% +$31.7K
NP
187
Neptune Insurance Holdings
NP
$4.68B
$2.43M 0.03%
100,491
-39,954
-28% -$924K
MDB icon
188
MongoDB
MDB
$35.4B
$2.4M 0.03%
9,806
-93,975
-91% -$31.4M
CRCL
189
Circle Internet Group
CRCL
$23.9B
$2.35M 0.03%
+24,616
New +$2.09M
SDHC icon
190
Smith Douglas Homes
SDHC
$102M
$2.34M 0.03%
182,700
-38,624
-17% -$634K
NPKI
191
NPK International
NPKI
$1.15B
$2.33M 0.03%
160,596
-9,677
-6% -$134K
HDB icon
192
HDFC Bank
HDB
$115B
$2.32M 0.03%
93,206
-380,268
-80% -$11.8M
KRMN
193
Karman Holdings
KRMN
$6.28B
$2.28M 0.03%
+28,537
New +$2.75M
CNL
194
Collective Mining Ltd
CNL
$1.49B
$2.13M 0.03%
+121,116
New +$2.02M
SMTC icon
195
Semtech
SMTC
$13.3B
$2.12M 0.03%
27,631
-5,840
-17% -$480K
RIG icon
196
Transocean
RIG
$6.41B
$2.12M 0.03%
+319,345
New +$1.8M
VSXY
197
Victoria's Secret
VSXY
$7.13B
$2.11M 0.03%
45,608
+566
+1% +$31.6K
IOT icon
198
Samsara
IOT
$24.4B
$2.05M 0.02%
64,578
+2,882
+5% +$88K
HWM icon
199
Howmet Aerospace
HWM
$107B
$2.03M 0.02%
8,802
-1,051
-11% -$245K
COGT icon
200
Cogent Biosciences
COGT
$6.44B
$2.01M 0.02%
52,163
-1,112
-2% -$41.1K
6 7
8
9 10

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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.