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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
+11.77%
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
$9.81B
AUM Growth
+$395M
Cap. Flow
-$93.5M
Cap. Flow %
-0.95%
Top 10 Hldgs %
35.24%
Holding
269
New
31
Increased
70
Reduced
143
Closed
20

Top Buys

Rank Stock Value
1
FIGR
Figure Technology Solutions
FIGR
+$127M
2
ARX
Accelerant Holdings
ARX
+$91.3M
3
FIG
Figma
FIG
+$45.9M
4
BRCB
Black Rock Coffee Bar Inc
BRCB
+$36.9M
5
HOOD icon
Robinhood
HOOD
+$32.3M

Top Sells

Rank Stock Value
1
OSCR icon
Oscar Health
OSCR
+$57.5M
2
BNTX icon
BioNTech
BNTX
+$53.3M
3
PLTR icon
Palantir
PLTR
+$47.6M
4
KNF icon
Knife River
KNF
+$41.9M
5
XYZ
Block Inc
XYZ
+$38.3M

Sector Composition

Rank Sector Weight
1 Technology 29.2%
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
BILL icon
201
BILL Holdings
BILL
$4.26B
$1.71M 0.02%
32,252
+95
+0.3% +$4.41K
IMNM icon
202
Immunome
IMNM
$2.72B
$1.56M 0.02%
+133,112
New +$1.32M
BWXT icon
203
BWX Technologies
BWXT
$13.4B
$1.47M 0.02%
7,976
-86
-1% -$13.8K
NB
204
NioCorp Developments
NB
$518M
$1.46M 0.01%
+219,234
New +$925K
SG icon
205
Sweetgreen
SG
$813M
$1.35M 0.01%
169,282
-1,018,554
-86% -$11.1M
INSP icon
206
Inspire Medical Systems
INSP
$2.16B
$1.31M 0.01%
17,600
-74,156
-81% -$7.51M
GLW icon
207
Corning
GLW
$124B
$1.31M 0.01%
15,914
+5,175
+48% +$338K
ASAN icon
208
Asana
ASAN
$2.18B
$1.29M 0.01%
96,845
+1,607
+2% +$22.7K
SPIR icon
209
Spire Global
SPIR
$454M
$1.28M 0.01%
116,803
+1,289
+1% +$13.3K
ENPH icon
210
Enphase Energy
ENPH
$4.85B
$1.27M 0.01%
35,969
-1,162
-3% -$43.2K
EXE
211
Expand Energy Corp
EXE
$21.8B
$1.26M 0.01%
11,878
-276
-2% -$27.7K
OMDA
212
Omada Health Inc
OMDA
$1.2B
$1.22M 0.01%
55,216
-2,546
-4% -$52.1K
APA icon
213
APA Corp
APA
$16.6B
$1.14M 0.01%
46,747
-1,802
-4% -$38K
IRDM icon
214
Iridium Communications
IRDM
$4.99B
$1.11M 0.01%
+63,772
New +$1.58M
RKLB icon
215
Rocket Lab Corp
RKLB
$40.6B
$1.09M 0.01%
22,824
-31
-0.1% -$1.41K
IAUX
216
i-80 Gold Corp
IAUX
$1.46B
$1.08M 0.01%
1,135,002
-77,749
-6% -$56.6K
PCT icon
217
PureCycle Technologies
PCT
$1.12B
$1.06M 0.01%
80,701
+1,507
+2% +$20.9K
PHAT icon
218
Phathom Pharmaceuticals
PHAT
$660M
$1.04M 0.01%
88,542
+57,184
+182% +$590K
NAMS icon
219
NewAmsterdam Pharma
NAMS
$2.53B
$1.03M 0.01%
+36,384
New +$872K
GRAL
220
GRAIL Inc
GRAL
$3.39B
$1.03M 0.01%
17,498
+4,980
+40% +$190K
WING icon
221
Wingstop
WING
$2.75B
$1.02M 0.01%
4,071
-4,060
-50% -$1.26M
JOBY icon
222
Joby Aviation
JOBY
$6.09B
$975K 0.01%
60,400
+3,033
+5% +$46.1K
JANX icon
223
Janux Therapeutics
JANX
$1.01B
$935K 0.01%
38,255
-7,156
-16% -$174K
ABVX
224
Abivax
ABVX
$9.31B
$834K 0.01%
+9,824
New +$602K
PM icon
225
Philip Morris
PM
$303B
$824K 0.01%
5,083
-3,706
-42% -$624K
7 8
9
10 11

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Gilder Gagnon Howe & Co's Q3 2025 Portfolio in Review

As of Q3 2025, Gilder Gagnon Howe & Co held 269 positions worth $9.81B, up 4.2% from $9.42B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Gilder Gagnon Howe & Co's Q3 2025 filing shows 31 new, 70 increased, 143 reduced and 20 closed positions. Its largest new stake was Figure Technology Solutions: 3,272,349 shares worth $119M. The largest sale was Oscar Health, an estimated $57.5M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 28% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Gilder Gagnon Howe & Co's largest Q3 2025 buy was Figure Technology Solutions: 3,272,349 shares worth $119M.
  • Gilder Gagnon Howe & Co added most to Robinhood in Q3 2025, an estimated $32.3M increase.
  • Gilder Gagnon Howe & Co's biggest Q3 2025 reduction was Oscar Health, cutting an estimated $57.5M.
  • Gilder Gagnon Howe & Co fully exited Circle Internet Group in Q3 2025, selling an estimated $37.4M.
  • Gilder Gagnon Howe & Co's ten largest holdings make up 35% of its $9.81B portfolio in Q3 2025.
  • Gilder Gagnon Howe & Co opened 31 new positions and closed 20 in Q3 2025.
  • Gilder Gagnon Howe & Co's portfolio value rose 4.2% quarter-over-quarter to $9.81B.

Based on Gilder Gagnon Howe & Co's 13F filing for Q3 2025, filed 14 Nov 2025.