HRCM
Hood River Capital Management Portfolio holdings
AUM
$8.47B
1-Year Est. Return
95.52%
This Fund
S&P 500
1 Year Est. Return
+95.52%
AUM
$7.16B
AUM Growth
+$1.3B
(+22%)
Holding
183
Top Buys
| 1 | +$179M | |
| 2 | +$102M | |
| 3 | +$99.1M | |
| 4 |
Lumentum
LITE
|
+$94.5M |
| 5 |
Iris Energy
IREN
|
+$74.2M |
Top Sells
| 1 | +$104M | |
| 2 | +$82.2M | |
| 3 | +$80M | |
| 4 |
BPMC
Blueprint Medicines
BPMC
|
+$79.7M |
| 5 |
Cogent Communications
CCOI
|
+$74.3M |
Sector Composition
| 1 | Technology | 32.27% |
| 2 | Industrials | 22.71% |
| 3 | Healthcare | 20.67% |
| 4 | Financials | 7.58% |
| 5 | Consumer Discretionary | 5.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
FirstCash
FCFS
$7.33B
| $82.6M | 1.15% |
611,045
+182,451
|
|
||
27
APi Group
APG
$18.1B
| $78.8M | 1.1% |
2,315,723
+1,032,066
|
|
||
28
RadNet
RDNT
$5.54B
| $78.4M | 1.09% |
1,377,142
+21,027
|
|
||
29
Alignment Healthcare
ALHC
$4.42B
| $77.2M | 1.08% |
5,517,336
+311,424
|
|
||
30
Fabrinet
FN
$17.9B
| $77.1M | 1.08% |
261,546
-130,291
|
|
||
31
The Ensign Group
ENSG
$9.95B
| $75.9M | 1.06% |
492,016
+187,262
|
|
||
|
32
Iris Energy
IREN
$20.7B
| $74.2M | 1.04% |
+5,094,572
|
|
||
33
Madrigal Pharmaceuticals
MDGL
$11.3B
| $74.1M | 1.03% |
244,738
+744
|
|
||
34
Kirby Corp
KEX
$6.94B
| $73.8M | 1.03% |
+650,595
|
|
||
35
Krystal Biotech
KRYS
$7.91B
| $73.3M | 1.02% |
533,023
+8,379
|
|
||
36
Genius Sports
GENI
$2.22B
| $70.8M | 0.99% |
6,811,333
+215,384
|
|
||
37
Scholar Rock
SRRK
$4.4B
| $70M | 0.98% |
1,974,964
+30,806
|
|
||
38
Rambus
RMBS
$13.4B
| $61.2M | 0.85% |
955,600
+10,706
|
|
||
39
Eagle Materials
EXP
$6.99B
| $60.8M | 0.85% |
300,867
-15,711
|
|
||
40
Axon Enterprise
AXON
$43.7B
| $60.7M | 0.85% |
73,329
-3,929
|
|
||
41
Granite Construction
GVA
$5.22B
| $60.5M | 0.85% |
647,093
+173,237
|
|
||
42
Celsius Holdings
CELH
$13.9B
| $60.4M | 0.84% |
1,302,164
+929,597
|
|
||
43
ESCO Technologies
ESE
$5.77B
| $58.3M | 0.81% |
303,651
+113,940
|
|
||
44
Q2 Holdings
QTWO
$4.07B
| $58.2M | 0.81% |
621,450
+75,670
|
|
||
45
Signet Jewelers
SIG
$3.73B
| $56.5M | 0.79% |
+710,713
|
|
||
46
TG Therapeutics
TGTX
$4.81B
| $56.4M | 0.79% |
1,567,506
+11,018
|
|
||
47
Modine Manufacturing
MOD
$7.73B
| $55.6M | 0.78% |
564,466
+389,574
|
|
||
48
Ceco Environmental
CECO
$2.48B
| $55M | 0.77% |
1,941,741
+14,073
|
|
||
49
Enovis
ENOV
$1.23B
| $54.4M | 0.76% |
1,735,533
+292,950
|
|
||
50
ODDITY Tech
ODD
$1.92B
| $54M | 0.75% |
715,915
-21,584
|
|