HRCM
Hood River Capital Management Portfolio holdings
AUM
$9.12B
1-Year Est. Return
96.12%
This Fund
S&P 500
1 Year Est. Return
+96.12%
AUM
$9.12B
AUM Growth
+$652M
(+7.7%)
Holding
198
Top Buys
| 1 | +$163M | |
| 2 | +$74.4M | |
| 3 | +$68.3M | |
| 4 |
Guardant Health
GH
|
+$64.6M |
| 5 |
Grand Canyon Education
LOPE
|
+$56.3M |
Top Sells
| 1 | +$142M | |
| 2 | +$110M | |
| 3 | +$108M | |
| 4 |
Lumentum
LITE
|
+$75.9M |
| 5 |
OKLO
Oklo
OKLO
|
+$74M |
Sector Composition
| 1 | Technology | 30.76% |
| 2 | Industrials | 23.39% |
| 3 | Healthcare | 21.93% |
| 4 | Financials | 7.74% |
| 5 | Consumer Discretionary | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Guardant Health
GH
$11.9B
| $99.9M | 1.1% |
978,515
+721,622
|
|
||
27
RadNet
RDNT
$5.52B
| $99.6M | 1.09% |
1,395,891
+24,597
|
|
||
28
Ollie's Bargain Outlet
OLLI
$6.17B
| $99.1M | 1.09% |
904,043
-169,196
|
|
||
29
OSI Systems
OSIS
$4.65B
| $96.8M | 1.06% |
379,374
+8,146
|
|
||
30
Granite Construction
GVA
$5.73B
| $96.5M | 1.06% |
836,528
+10,903
|
|
||
31
BridgeBio Pharma
BBIO
$12.5B
| $96M | 1.05% |
1,255,185
+11,640
|
|
||
32
Pegasystems
PEGA
$7.63B
| $94.9M | 1.04% |
1,588,403
+9,955
|
|
||
33
SiTime
SITM
$10.7B
| $94.7M | 1.04% |
268,149
-200,908
|
|
||
|
KRMN
34
Karman Holdings
KRMN
$11.8B
| $94.6M | 1.04% |
1,293,435
+605,230
|
|
||
35
Scholar Rock
SRRK
$4.72B
| $89.3M | 0.98% |
2,026,758
+12,365
|
|
||
36
APi Group
APG
$18.6B
| $88.6M | 0.97% |
2,315,987
+42,993
|
|
||
37
The Ensign Group
ENSG
$12.2B
| $85.7M | 0.94% |
492,003
+4,716
|
|
||
38
Praxis Precision Medicines
PRAX
$8.79B
| $85.3M | 0.94% |
+289,467
|
|
||
39
Transmedics
TMDX
$4.77B
| $84M | 0.92% |
690,357
+11,920
|
|
||
40
Knight Transportation
KNX
$9.74B
| $83M | 0.91% |
+1,587,046
|
|
||
41
Genius Sports
GENI
$1.5B
| $76.6M | 0.84% |
6,954,535
+143,115
|
|
||
42
PTC Therapeutics
PTCT
$5.15B
| $76.2M | 0.84% |
1,003,075
+7,293
|
|
||
43
Globalstar
GSAT
$7.55B
| $75.6M | 0.83% |
1,238,132
-90,979
|
|
||
44
Revolution Medicines
RVMD
$19.5B
| $75.3M | 0.83% |
945,585
+17,462
|
|
||
45
Denison Mines
DNN
$3.63B
| $71.9M | 0.79% |
27,013,269
+770,066
|
|
||
46
East-West Bancorp
EWBC
$15B
| $71.4M | 0.78% |
635,682
+4,754
|
|
||
47
Signet Jewelers
SIG
$3.77B
| $70.5M | 0.77% |
850,311
+82,030
|
|
||
48
Core & Main
CNM
$10B
| $69.2M | 0.76% |
+1,330,800
|
|
||
49
Modine Manufacturing
MOD
$11.5B
| $69M | 0.76% |
516,520
-15,582
|
|
||
50
Rush Street Interactive
RSI
$2B
| $68.6M | 0.75% |
3,531,704
+723,016
|
|