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
$8.47B
AUM Growth
+$1.31B
(+18%)
Holding
178
Top Buys
| 1 | +$87M | |
| 2 | +$86M | |
| 3 | +$82.5M | |
| 4 |
East-West Bancorp
EWBC
|
+$66.4M |
| 5 |
BridgeBio Pharma
BBIO
|
+$60.7M |
Top Sells
| 1 | +$200M | |
| 2 | +$161M | |
| 3 | +$123M | |
| 4 |
CYBR
CyberArk
CYBR
|
+$97.4M |
| 5 |
Ceco Environmental
CECO
|
+$61.3M |
Sector Composition
| 1 | Technology | 35.02% |
| 2 | Industrials | 20.74% |
| 3 | Healthcare | 18.5% |
| 4 | Financials | 8.03% |
| 5 | Consumer Discretionary | 6.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alignment Healthcare
ALHC
$4.26B
| $103M | 1.22% |
5,917,429
+400,093
|
|
||
27
Lumentum
LITE
$60.5B
| $97.4M | 1.15% |
598,819
-1,607,634
|
|
||
28
OSI Systems
OSIS
$4.72B
| $92.5M | 1.09% |
371,228
-5,833
|
|
||
29
EXL Service
EXLS
$4.78B
| $91.2M | 1.08% |
2,070,688
+3,479
|
|
||
30
Pegasystems
PEGA
$5.96B
| $90.8M | 1.07% |
+1,578,448
|
|
||
31
Granite Construction
GVA
$5.33B
| $90.5M | 1.07% |
825,625
+178,532
|
|
||
32
Rambus
RMBS
$15B
| $87.4M | 1.03% |
838,440
-117,160
|
|
||
33
Genius Sports
GENI
$1.12B
| $84.3M | 1% |
6,811,420
+87
|
|
||
34
The Ensign Group
ENSG
$11.1B
| $84.2M | 0.99% |
487,287
-4,729
|
|
||
35
Fabrinet
FN
$24.7B
| $81M | 0.96% |
222,175
-39,371
|
|
||
36
Celsius Holdings
CELH
$8.72B
| $79M | 0.93% |
1,373,688
+71,524
|
|
||
37
APi Group
APG
$21.1B
| $78.1M | 0.92% |
2,272,994
-42,729
|
|
||
38
Transmedics
TMDX
$3.91B
| $76.1M | 0.9% |
678,437
-1,410
|
|
||
39
Modine Manufacturing
MOD
$13.2B
| $75.6M | 0.89% |
532,102
-32,364
|
|
||
40
Scholar Rock
SRRK
$5.45B
| $75M | 0.89% |
2,014,393
+39,429
|
|
||
|
OKLO
41
Oklo
OKLO
$13.3B
| $74M | 0.87% |
662,576
-68,247
|
|
||
42
Signet Jewelers
SIG
$3.61B
| $73.7M | 0.87% |
768,281
+57,568
|
|
||
43
Clearwater Analytics
CWAN
$7.17B
| $73.2M | 0.86% |
4,064,898
-454,236
|
|
||
44
Denison Mines
DNN
$3.54B
| $72.2M | 0.85% |
26,243,203
-353,425
|
|
||
45
Parsons
PSN
$5.55B
| $70.8M | 0.84% |
853,320
+697,926
|
|
||
46
Neurocrine Biosciences
NBIX
$13.1B
| $70.4M | 0.83% |
501,491
+243,953
|
|
||
|
HUT
47
Hut 8
HUT
$8.73B
| $69.1M | 0.82% |
+1,984,919
|
|
||
48
Eagle Materials
EXP
$6.55B
| $67.5M | 0.8% |
289,785
-11,082
|
|
||
|
49
East-West Bancorp
EWBC
$17B
| $67.2M | 0.79% |
+630,928
|
|
||
|
50
BridgeBio Pharma
BBIO
$13.9B
| $64.6M | 0.76% |
+1,243,545
|
|