We are live on
!
Find out more
GGHC
Gilder Gagnon Howe & Co Portfolio holdings
AUM
$9.69B
Turnover
25.83%
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
(-12%)
Cap. Flow
-$405M
Cap. Flow
% of AUM
-4.85%
Top 10 Holdings %
Top 10 Hldgs %
34.21%
Holding
285
New
35
Increased
62
Reduced
151
Closed
33
Avg Time Held
3.3
years
Top 10 Avg Time Held
4.6
years
Top 20 Avg Time Held
2.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Enphase Energy
ENPH
|
+$87.8M |
| 2 |
Robinhood
HOOD
|
+$59.2M |
| 3 |
MDA Space Ltd
MDA
|
+$56.8M |
| 4 |
Live Oak Bancshares
LOB
|
+$44M |
| 5 |
nLIGHT
LASR
|
+$42.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Boston Scientific
BSX
|
+$85.1M |
| 2 |
Tesla
TSLA
|
+$44M |
| 3 |
Micron Technology
MU
|
+$43.4M |
| 4 |
CrowdStrike
CRWD
|
+$38.3M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.25T
| $442M | 5.3% |
2,532,418
-47,291
| -2% | -$8.68M |
2015 Q4
41 quarters
|
|
2
Netflix
NFLX
$302B
| $403M | 4.84% |
4,191,843
-173,533
| -4% | -$15.3M |
2013 Q2
51 quarters
|
|
3
Cloudflare
NET
$113B
| $367M | 4.4% |
1,778,168
+23,707
| +1% | +$4.52M |
2019 Q3
26 quarters
|
|
4
Amazon
AMZN
$2.75T
| $365M | 4.38% |
1,751,990
-47,619
| -3% | -$10.5M |
2013 Q2
51 quarters
|
|
5
Shopify
SHOP
$229B
| $256M | 3.07% |
2,154,743
-23,653
| -1% | -$3.11M |
2015 Q2
43 quarters
|
|
|
6
Tesla
TSLA
$1.43T
| $230M | 2.76% |
619,700
-106,797
| -15% | -$44M |
2013 Q2
51 quarters
|
|
7
Meta Platforms (Facebook)
META
$1.88T
| $225M | 2.7% |
394,067
-16,190
| -4% | -$10.4M |
2013 Q2
51 quarters
|
|
8
Intuitive Surgical
ISRG
$151B
| $207M | 2.49% |
449,557
-23,988
| -5% | -$12.1M |
2016 Q4
37 quarters
|
|
9
Quanta Services
PWR
$96.6B
| $205M | 2.46% |
373,698
+331
| +0.1% | +$170K |
2021 Q1
20 quarters
|
|
10
Natera
NTRA
$58.3B
| $151M | 1.81% |
755,275
-73,025
| -9% | -$15.7M |
2019 Q3
26 quarters
|
|
11
Alphabet (Google) Class A
GOOGL
$4.27T
| $138M | 1.65% |
478,792
-7,017
| -1% | -$2.2M |
2015 Q4
41 quarters
|
|
12
EchoStar
ECHO
$25.3B
| $137M | 1.65% |
1,173,977
+244,585
| +26% | +$28.1M |
2024 Q1
8 quarters
|
|
|
13
Micron Technology
MU
$1.05T
| $130M | 1.56% |
385,605
-110,729
| -22% | -$43.4M |
2024 Q1
8 quarters
|
|
14
Embraer S.A. ADS
EMBJ
$12.8B
| $126M | 1.51% |
2,119,373
-203,922
| -9% | -$14M |
2024 Q2
7 quarters
|
|
15
Alphabet (Google) Class C
GOOG
$4.22T
| $120M | 1.44% |
419,748
+29,966
| +8% | +$9.41M |
2013 Q2
51 quarters
|
|
16
QXO Inc
QXO
$11.6B
| $116M | 1.4% |
5,988,681
-237,374
| -4% | -$5.43M |
2025 Q2
3 quarters
|
|
17
TKO Group
TKO
$12.9B
| $114M | 1.37% |
564,911
-129,689
| -19% | -$26.5M |
2024 Q1
8 quarters
|
|
18
New York Times
NYT
$11.1B
| $114M | 1.36% |
1,356,477
+7,856
| +0.6% | +$594K |
2018 Q1
32 quarters
|
|
19
SiTime
SITM
$15.1B
| $113M | 1.35% |
326,068
-45,226
| -12% | -$16.6M |
2019 Q4
25 quarters
|
|
20
Toast
TOST
$18.6B
| $108M | 1.29% |
4,069,162
-321,402
| -7% | -$9.59M |
2021 Q3
18 quarters
|
|
21
Shake Shack
SHAK
$2.85B
| $102M | 1.23% |
1,155,577
-113,539
| -9% | -$10.4M |
2015 Q1
44 quarters
|
|
22
Arcutis Biotherapeutics
ARQT
$3.66B
| $101M | 1.22% |
4,304,010
-149,846
| -3% | -$3.82M |
2024 Q1
8 quarters
|
|
23
SharkNinja
SN
$27.3B
| $101M | 1.22% |
957,107
-33,517
| -3% | -$3.92M |
2024 Q3
6 quarters
|
|
|
24
Robinhood
HOOD
$93.5B
| $100M | 1.2% |
1,447,235
+674,289
| +87% | +$59.2M |
2025 Q1
4 quarters
|
|
25
Nebius Group N.V.
NBIS
$51.2B
| $98.7M | 1.18% |
951,093
-62,893
| -6% | -$6.28M |
2025 Q2
3 quarters
|
|
Similar funds
SC
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.