HRCM
Hood River Capital Management Portfolio holdings
AUM
$7.16B
This Quarter Return
+34.92%
1 Year Return
+73.55%
3 Year Return
+445.89%
5 Year Return
+1,002.72%
10 Year Return
+7,216.95%
AUM
$7.16B
AUM Growth
+$7.16B
(+22%)
Cap. Flow
+$280M
Cap. Flow
% of AUM
3.91%
Top 10 Holdings %
Top 10 Hldgs %
26.7%
Holding
183
New
39
Increased
69
Reduced
40
Closed
35
Top Buys
| 1 |
QXO
QXO Inc
QXO
|
$179M |
| 2 |
Ollie's Bargain Outlet
OLLI
|
$102M |
| 3 |
Clearwater Analytics
CWAN
|
$99.1M |
| 4 |
Lumentum
LITE
|
$94.5M |
| 5 |
Iris Energy
IREN
|
$74.2M |
Top Sells
| 1 |
New Fortress Energy
NFE
|
$104M |
| 2 |
Vishay Intertechnology
VSH
|
$82.2M |
| 3 |
SharkNinja
SN
|
$80M |
| 4 |
BPMC
Blueprint Medicines
BPMC
|
$79.7M |
| 5 |
Cogent Communications
CCOI
|
$74.3M |
Sector Composition
| 1 | Technology | 33.08% |
| 2 | Industrials | 22.71% |
| 3 | Healthcare | 20.62% |
| 4 | Financials | 7.58% |
| 5 | Consumer Discretionary | 5.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
FirstCash
FCFS
$6.53B
| $82.6M | 1.15% | 611,045 +182,451 | +43% | +$24.7M |
|
27
APi Group
APG
$14.8B
| $78.8M | 1.1% | 1,543,815 +688,044 | +80% | +$35.1M |
|
28
RadNet
RDNT
$5.52B
| $78.4M | 1.09% | 1,377,142 +21,027 | +2% | +$1.2M |
|
29
Alignment Healthcare
ALHC
$3.24B
| $77.2M | 1.08% | 5,517,336 +311,424 | +6% | +$4.36M |
|
30
Fabrinet
FN
$11.8B
| $77.1M | 1.08% | 261,546 -130,291 | -33% | -$38.4M |
|
31
The Ensign Group
ENSG
$9.91B
| $75.9M | 1.06% | 492,016 +187,262 | +61% | +$28.9M |
|
|
32
Iris Energy
IREN
$6.4B
| $74.2M | 1.04% | +5,094,572 | New | +$74.2M |
|
33
Madrigal Pharmaceuticals
MDGL
$9.76B
| $74.1M | 1.03% | 244,738 +744 | +0.3% | +$225K |
|
34
Kirby Corp
KEX
$5.42B
| $73.8M | 1.03% | +650,595 | New | +$73.8M |
|
35
Krystal Biotech
KRYS
$4.27B
| $73.3M | 1.02% | 533,023 +8,379 | +2% | +$1.15M |
|
36
Genius Sports
GENI
$3.05B
| $70.8M | 0.99% | 6,811,333 +215,384 | +3% | +$2.24M |
|
37
Scholar Rock
SRRK
$3.14B
| $70M | 0.98% | 1,974,964 +30,806 | +2% | +$1.09M |
|
38
Rambus
RMBS
$7.94B
| $61.2M | 0.85% | 955,600 +10,706 | +1% | +$685K |
|
39
Eagle Materials
EXP
$7.49B
| $60.8M | 0.85% | 300,867 -15,711 | -5% | -$3.18M |
|
40
Axon Enterprise
AXON
$58.7B
| $60.7M | 0.85% | 73,329 -3,929 | -5% | -$3.25M |
|
41
Granite Construction
GVA
$4.72B
| $60.5M | 0.85% | 647,093 +173,237 | +37% | +$16.2M |
|
42
Celsius Holdings
CELH
$16.2B
| $60.4M | 0.84% | 1,302,164 +929,597 | +250% | +$43.1M |
|
43
ESCO Technologies
ESE
$5.19B
| $58.3M | 0.81% | 303,651 +113,940 | +60% | +$21.9M |
|
44
Q2 Holdings
QTWO
$4.92B
| $58.2M | 0.81% | 621,450 +75,670 | +14% | +$7.08M |
|
45
Signet Jewelers
SIG
$3.62B
| $56.5M | 0.79% | +710,713 | New | +$56.5M |
|
46
TG Therapeutics
TGTX
$4.65B
| $56.4M | 0.79% | 1,567,506 +11,018 | +0.7% | +$397K |
|
47
Modine Manufacturing
MOD
$7.15B
| $55.6M | 0.78% | 564,466 +389,574 | +223% | +$38.4M |
|
48
Ceco Environmental
CECO
$1.61B
| $55M | 0.77% | 1,941,741 +14,073 | +0.7% | +$398K |
|
49
Enovis
ENOV
$1.77B
| $54.4M | 0.76% | 1,735,533 +292,950 | +20% | +$9.19M |
|
50
ODDITY Tech
ODD
$3.36B
| $54M | 0.75% | 715,915 -21,584 | -3% | -$1.63M |
|