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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
Q
201
Qnity Electronics Inc
Q
$26.4B
$1.96M 0.02%
+16,968
New +$1.8M
BRK.B icon
202
Berkshire Hathaway Class B
BRK.B
$1.08T
$1.91M 0.02%
3,985
+1
+0% +$491
BWXT icon
203
BWX Technologies
BWXT
$14.3B
$1.86M 0.02%
9,107
+1,128
+14% +$229K
HII icon
204
Huntington Ingalls Industries
HII
$11.7B
$1.82M 0.02%
4,798
-232
-5% -$95.6K
ARGX icon
205
argenx
ARGX
$66.2B
$1.74M 0.02%
2,384
-1,387
-37% -$1.09M
KNF icon
206
Knife River
KNF
$3.78B
$1.69M 0.02%
20,664
-23,810
-54% -$1.92M
SXT icon
207
Sensient Technologies
SXT
$5.69B
$1.67M 0.02%
19,370
-1,175
-6% -$110K
MTUS icon
208
Metallus
MTUS
$825M
$1.67M 0.02%
+102,199
New +$1.88M
PHAT icon
209
Phathom Pharmaceuticals
PHAT
$723M
$1.55M 0.02%
139,889
-5,285
-4% -$66.8K
RKLB icon
210
Rocket Lab Corp
RKLB
$43.2B
$1.52M 0.02%
23,656
+1,287
+6% +$97K
CTOS icon
211
Custom Truck One Source
CTOS
$2.2B
$1.43M 0.02%
217,877
-192,001
-47% -$1.26M
CPA icon
212
Copa Holdings
CPA
$5.36B
$1.42M 0.02%
+12,535
New +$1.65M
APA icon
213
APA Corp
APA
$14.8B
$1.31M 0.02%
30,949
-1,624
-5% -$49.1K
ASO icon
214
Academy Sports + Outdoors
ASO
$2.64B
$1.31M 0.02%
+23,183
New +$1.32M
Z icon
215
Zillow
Z
$7.97B
$1.23M 0.01%
29,803
-84,519
-74% -$4.5M
PRLB icon
216
Protolabs
PRLB
$1.92B
$1.21M 0.01%
+21,267
New +$1.23M
EVER icon
217
EverQuote
EVER
$875M
$1.15M 0.01%
+74,422
New +$1.41M
EXE
218
Expand Energy Corp
EXE
$22.7B
$1.14M 0.01%
10,378
-30
-0.3% -$3.2K
APP icon
219
Applovin
APP
$105B
$1.02M 0.01%
2,561
-1,848
-42% -$893K
PCVX icon
220
Vaxcyte
PCVX
$9.1B
$998K 0.01%
17,175
+1,066
+7% +$57.9K
ERAS icon
221
Erasca
ERAS
$6.82B
$916K 0.01%
+56,597
New +$669K
ONON icon
222
On Holding
ONON
$9.68B
$845K 0.01%
24,833
-15
-0.1% -$655
BIIB icon
223
Biogen
BIIB
$32.7B
$836K 0.01%
+4,558
New +$840K
CLH icon
224
Clean Harbors
CLH
$16.5B
$819K 0.01%
2,856
-206
-7% -$56.2K
BSX icon
225
Boston Scientific
BSX
$67.6B
$812K 0.01%
12,933
-1,064,288
-99% -$85.1M
7 8
9
10 11

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FIA
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OAM
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PVI
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HTC
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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.