HRCM
Hood River Capital Management Portfolio holdings
AUM $7.16B
1-Year Return
73.55%
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
+$1.3B
(+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
$6.56B
| $82.6M | 1.15% |
611,045
+182,451
| +43% | +$24.7M |
|
27
APi Group
APG
$14.6B
| $78.8M | 1.1% |
2,315,723
+1,032,066
| +80% | +$35.1M |
|
28
RadNet
RDNT
$5.76B
| $78.4M | 1.09% |
1,377,142
+21,027
| +2% | +$1.2M |
|
29
Alignment Healthcare
ALHC
$3.26B
| $77.2M | 1.08% |
5,517,336
+311,424
| +6% | +$4.36M |
|
30
Fabrinet
FN
$12.8B
| $77.1M | 1.08% |
261,546
-130,291
| -33% | -$38.4M |
|
31
The Ensign Group
ENSG
$9.64B
| $75.9M | 1.06% |
492,016
+187,262
| +61% | +$28.9M |
|
|
32
Iris Energy
IREN
$9.51B
| $74.2M | 1.04% |
+5,094,572
| New | +$74.2M |
|
33
Madrigal Pharmaceuticals
MDGL
$9.51B
| $74.1M | 1.03% |
244,738
+744
| +0.3% | +$225K |
|
34
Kirby Corp
KEX
$4.74B
| $73.8M | 1.03% |
+650,595
| New | +$73.8M |
|
35
Krystal Biotech
KRYS
$4.44B
| $73.3M | 1.02% |
533,023
+8,379
| +2% | +$1.15M |
|
36
Genius Sports
GENI
$2.99B
| $70.8M | 0.99% |
6,811,333
+215,384
| +3% | +$2.24M |
|
37
Scholar Rock
SRRK
$3.26B
| $70M | 0.98% |
1,974,964
+30,806
| +2% | +$1.09M |
|
38
Rambus
RMBS
$10.4B
| $61.2M | 0.85% |
955,600
+10,706
| +1% | +$685K |
|
39
Eagle Materials
EXP
$7.62B
| $60.8M | 0.85% |
300,867
-15,711
| -5% | -$3.18M |
|
40
Axon Enterprise
AXON
$60.1B
| $60.7M | 0.85% |
73,329
-3,929
| -5% | -$3.25M |
|
41
Granite Construction
GVA
$4.79B
| $60.5M | 0.85% |
647,093
+173,237
| +37% | +$16.2M |
|
42
Celsius Holdings
CELH
$14.7B
| $60.4M | 0.84% |
1,302,164
+929,597
| +250% | +$43.1M |
|
43
ESCO Technologies
ESE
$5.41B
| $58.3M | 0.81% |
303,651
+113,940
| +60% | +$21.9M |
|
44
Q2 Holdings
QTWO
$5.19B
| $58.2M | 0.81% |
621,450
+75,670
| +14% | +$7.08M |
|
45
Signet Jewelers
SIG
$3.81B
| $56.5M | 0.79% |
+710,713
| New | +$56.5M |
|
46
TG Therapeutics
TGTX
$5B
| $56.4M | 0.79% |
1,567,506
+11,018
| +0.7% | +$397K |
|
47
Modine Manufacturing
MOD
$8.09B
| $55.6M | 0.78% |
564,466
+389,574
| +223% | +$38.4M |
|
48
Ceco Environmental
CECO
$1.77B
| $55M | 0.77% |
1,941,741
+14,073
| +0.7% | +$398K |
|
49
Enovis
ENOV
$1.84B
| $54.4M | 0.76% |
1,735,533
+292,950
| +20% | +$9.19M |
|
50
ODDITY Tech
ODD
$3.56B
| $54M | 0.75% |
715,915
-21,584
| -3% | -$1.63M |
|