GGHC
Gilder Gagnon Howe & Co Portfolio holdings
AUM
$9.81B
1-Year Est. Return
55.18%
1 Year Est. Return
+55.18%
AUM
$9.42B
AUM Growth
+$1.76B
(+23%)
Holding
265
Top Buys
| 1 | +$113M | |
| 2 | +$100M | |
| 3 | +$52.6M | |
| 4 |
NBIS
Nebius Group N.V.
NBIS
|
+$49.3M |
| 5 |
TTAN
ServiceTitan Inc
TTAN
|
+$49M |
Top Sells
| 1 | +$62.8M | |
| 2 | +$61.3M | |
| 3 | +$60.6M | |
| 4 |
BellRing Brands
BRBR
|
+$36.2M |
| 5 |
Zoom
ZM
|
+$30M |
Sector Composition
| 1 | Technology | 29.37% |
| 2 | Communication Services | 19.17% |
| 3 | Consumer Discretionary | 17.31% |
| 4 | Healthcare | 13.14% |
| 5 | Industrials | 9.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Netflix
NFLX
$462B
| $631M | 6.7% |
4,709,800
-24,320
|
|
||
2
NVIDIA
NVDA
$4.37T
| $437M | 4.64% |
2,763,702
-36,916
|
|
||
3
Amazon
AMZN
$2.5T
| $409M | 4.35% |
1,865,757
-35,474
|
|
||
4
Cloudflare
NET
$69.1B
| $383M | 4.07% |
1,955,859
-25,814
|
|
||
5
Meta Platforms (Facebook)
META
$1.62T
| $325M | 3.45% |
440,837
-9,486
|
|
||
6
Shopify
SHOP
$194B
| $276M | 2.93% |
2,390,749
+869,287
|
|
||
7
Intuitive Surgical
ISRG
$201B
| $268M | 2.84% |
492,476
+2,690
|
|
||
8
Duolingo
DUOL
$8.57B
| $243M | 2.58% |
592,717
-17,899
|
|
||
9
Tesla
TSLA
$1.43T
| $242M | 2.56% |
760,459
-47,835
|
|
||
10
Shake Shack
SHAK
$3.47B
| $200M | 2.12% |
1,419,295
-30,956
|
|
||
11
Toast
TOST
$20.2B
| $194M | 2.06% |
4,376,607
-168,850
|
|
||
12
Roblox
RBLX
$65.8B
| $183M | 1.94% |
1,736,140
-9,771
|
|
||
13
Natera
NTRA
$32.3B
| $175M | 1.86% |
1,037,390
-129,014
|
|
||
14
Quanta Services
PWR
$67.4B
| $151M | 1.61% |
400,260
-16,318
|
|
||
15
Mercado Libre
MELI
$105B
| $148M | 1.57% |
56,515
-2,276
|
|
||
|
EMBJ
16
Embraer S.A. ADS
EMBJ
$11.3B
| $147M | 1.56% |
2,579,572
-49,779
|
|
||
17
TKO Group
TKO
$15.3B
| $131M | 1.4% |
722,602
-6,435
|
|
||
18
AppFolio
APPF
$8.16B
| $121M | 1.28% |
525,334
-7,266
|
|
||
19
Boston Scientific
BSX
$150B
| $121M | 1.28% |
1,125,253
-18,886
|
|
||
|
QXO
20
QXO Inc
QXO
$12.4B
| $113M | 1.2% |
+5,226,993
|
|
||
21
Spotify
SPOT
$119B
| $111M | 1.18% |
145,020
+7,006
|
|
||
22
Alnylam Pharmaceuticals
ALNY
$60.1B
| $110M | 1.17% |
337,088
-8,487
|
|
||
23
Oscar Health
OSCR
$4.79B
| $105M | 1.12% |
4,909,743
-1,372,074
|
|
||
24
LPL Financial
LPLA
$28.7B
| $101M | 1.08% |
270,527
-2,411
|
|
||
25
HubSpot
HUBS
$19.6B
| $97.9M | 1.04% |
175,906
-18,267
|
|