GGHC

Gilder Gagnon Howe & Co Portfolio holdings

AUM $9.42B
1-Year Est. Return 54.36%
This Quarter Est. Return
1 Year Est. Return
+54.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.36B
AUM Growth
+$377M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$52.5M
3
+$27.6M
4
TLN
Talen Energy Corp
TLN
+$26.3M
5
SHOP icon
Shopify
SHOP
+$22.1M

Top Sells

1
+$69.8M
2
+$49.8M
3
+$43.9M
4
MNDY icon
monday.com
MNDY
+$37.2M
5
LLY icon
Eli Lilly
LLY
+$30.8M

Sector Composition

1 Technology 28.85%
2 Consumer Discretionary 20.07%
3 Healthcare 16.7%
4 Communication Services 13.84%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$414M 4.95%
3,406,942
-191,437
2
$388M 4.64%
2,083,681
+40,969
3
$370M 4.42%
1,412,794
-20,740
4
$366M 4.38%
516,252
-11,947
5
$290M 3.47%
507,344
-15,331
6
$234M 2.8%
476,660
+3,409
7
$210M 2.52%
746,284
-36,558
8
$208M 2.49%
1,521,770
-32,931
9
$192M 2.3%
216,962
-34,785
10
$185M 2.21%
2,287,099
-44,205
11
$177M 2.11%
1,390,471
+6,501
12
$154M 1.85%
1,496,916
-69,912
13
$147M 1.75%
491,602
+49,835
14
$143M 1.71%
1,488,692
-100,384
15
$129M 1.54%
547,351
-12,645
16
$127M 1.52%
1,588,770
+275,466
17
$123M 1.47%
230,985
-3,216
18
$112M 1.34%
261,249
+6,604
19
$111M 1.32%
53,855
-4,544
20
$109M 1.3%
288,876
-20,121
21
$106M 1.26%
383,993
-14,623
22
$103M 1.23%
1,230,891
+102,151
23
$102M 1.22%
3,593,387
+149,829
24
$101M 1.21%
1,133,866
-54,283
25
$99.9M 1.19%
369,383
-73,649
1
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