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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
NVDA icon
1
NVIDIA
NVDA
$5.52T
$442M 5.3%
2,532,418
-47,291
-2% -$8.68M
NFLX icon
2
Netflix
NFLX
$332B
$403M 4.84%
4,191,843
-173,533
-4% -$15.3M
NET icon
3
Cloudflare
NET
$110B
$367M 4.4%
1,778,168
+23,707
+1% +$4.52M
AMZN icon
4
Amazon
AMZN
$2.76T
$365M 4.38%
1,751,990
-47,619
-3% -$10.5M
SHOP icon
5
Shopify
SHOP
$199B
$256M 3.07%
2,154,743
-23,653
-1% -$3.11M
TSLA icon
6
Tesla
TSLA
$1.4T
$230M 2.76%
619,700
-106,797
-15% -$44M
META icon
7
Meta Platforms (Facebook)
META
$1.45T
$225M 2.7%
394,067
-16,190
-4% -$10.4M
ISRG icon
8
Intuitive Surgical
ISRG
$130B
$207M 2.49%
449,557
-23,988
-5% -$12.1M
PWR icon
9
Quanta Services
PWR
$93.5B
$205M 2.46%
373,698
+331
+0.1% +$170K
NTRA icon
10
Natera
NTRA
$48.8B
$151M 1.81%
755,275
-73,025
-9% -$15.7M
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.17T
$138M 1.65%
478,792
-7,017
-1% -$2.2M
ECHO
12
EchoStar
ECHO
$25.1B
$137M 1.65%
1,173,977
+244,585
+26% +$28.1M
MU icon
13
Micron Technology
MU
$1.06T
$130M 1.56%
385,605
-110,729
-22% -$43.4M
EMBJ
14
Embraer S.A. ADS
EMBJ
$13.4B
$126M 1.51%
2,119,373
-203,922
-9% -$14M
GOOG icon
15
Alphabet (Google) Class C
GOOG
$4.13T
$120M 1.44%
419,748
+29,966
+8% +$9.41M
QXO
16
QXO Inc
QXO
$14.4B
$116M 1.4%
5,988,681
-237,374
-4% -$5.43M
TKO icon
17
TKO Group
TKO
$13.5B
$114M 1.37%
564,911
-129,689
-19% -$26.5M
NYT icon
18
New York Times
NYT
$11B
$114M 1.36%
1,356,477
+7,856
+0.6% +$594K
SITM icon
19
SiTime
SITM
$18B
$113M 1.35%
326,068
-45,226
-12% -$16.6M
TOST icon
20
Toast
TOST
$20.3B
$108M 1.29%
4,069,162
-321,402
-7% -$9.59M
SHAK icon
21
Shake Shack
SHAK
$2.85B
$102M 1.23%
1,155,577
-113,539
-9% -$10.4M
ARQT icon
22
Arcutis Biotherapeutics
ARQT
$3.13B
$101M 1.22%
4,304,010
-149,846
-3% -$3.82M
SN icon
23
SharkNinja
SN
$27.2B
$101M 1.22%
957,107
-33,517
-3% -$3.92M
HOOD icon
24
Robinhood
HOOD
$98.7B
$100M 1.2%
1,447,235
+674,289
+87% +$59.2M
NBIS
25
Nebius Group N.V.
NBIS
$59.4B
$98.7M 1.18%
951,093
-62,893
-6% -$6.28M
1
2 3 4 5

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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.