AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Gilder Gagnon Howe & Co LLC reported a significant contraction in portfolio value for the quarter ended September 30, 2025, with total assets under management (AUM) decreasing by 32.4%, falling from $9.42 billion to $6.37 billion. This reduction was not merely a function of market valuation but was accompanied by aggressive portfolio restructuring. The firm executed a high-turnover strategy, clearing out 21 positions while initiating 21 new ones, and reducing stakes in 23 ...