HRCM
Hood River Capital Management Portfolio holdings
AUM
$7.16B
1-Year Est. Return
73.55%
1 Year Est. Return
+73.55%
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 | 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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
BlackBerry
BB
$2.7B
| $52.4M | 0.73% |
+11,450,027
|
|
||
52
Denison Mines
DNN
$2.91B
| $48.4M | 0.68% |
26,596,628
-302,183
|
|
||
53
Tandem Diabetes Care
TNDM
$1.02B
| $47.8M | 0.67% |
2,564,978
+252,934
|
|
||
54
Universal Technical Institute
UTI
$1.7B
| $46.8M | 0.65% |
1,380,785
+359,193
|
|
||
55
JFrog
FROG
$5.56B
| $46.1M | 0.64% |
1,050,743
-70,508
|
|
||
56
Western Alliance Bancorporation
WAL
$7.95B
| $45.4M | 0.63% |
582,747
-784,266
|
|
||
|
LB
57
LandBridge Co
LB
$1.36B
| $45.3M | 0.63% |
669,678
+28,333
|
|
||
58
Kornit Digital
KRNT
$660M
| $43.5M | 0.61% |
2,182,569
+613,070
|
|
||
59
American Superconductor
AMSC
$2.98B
| $42.9M | 0.6% |
1,168,906
-70,190
|
|
||
60
Knife River
KNF
$3.81B
| $42.2M | 0.59% |
516,866
-619,357
|
|
||
|
WAY
61
Waystar Holding Corp
WAY
$7.04B
| $41.5M | 0.58% |
1,014,754
+3,252
|
|
||
62
Revolution Medicines
RVMD
$9.66B
| $41.4M | 0.58% |
1,126,020
-591,028
|
|
||
63
Chart Industries
GTLS
$8.99B
| $41.1M | 0.57% |
249,733
-127,262
|
|
||
|
OKLO
64
Oklo
OKLO
$24.6B
| $40.9M | 0.57% |
+730,823
|
|
||
65
Axsome Therapeutics
AXSM
$6.48B
| $38.7M | 0.54% |
+371,104
|
|
||
66
Lattice Semiconductor
LSCC
$9.77B
| $37.2M | 0.52% |
759,869
-531,451
|
|
||
67
FTAI Infrastructure
FIP
$613M
| $36.9M | 0.52% |
5,987,061
+75,784
|
|
||
|
KRMN
68
Karman Holdings
KRMN
$10.1B
| $36.8M | 0.51% |
+730,402
|
|
||
69
Redwire
RDW
$1.48B
| $36.2M | 0.51% |
+2,221,219
|
|
||
70
Academy Sports + Outdoors
ASO
$3.51B
| $35.1M | 0.49% |
782,742
+434,894
|
|
||
71
Northern Oil and Gas
NOG
$2.09B
| $34.7M | 0.48% |
1,222,845
-155,135
|
|
||
72
CareDx
CDNA
$801M
| $34.5M | 0.48% |
1,765,981
+182,025
|
|
||
73
Rhythm Pharmaceuticals
RYTM
$7.44B
| $34.4M | 0.48% |
543,688
-115,743
|
|
||
74
Interface
TILE
$1.58B
| $34M | 0.48% |
1,626,393
-3,349
|
|
||
75
TTM Technologies
TTMI
$6.06B
| $34M | 0.47% |
831,743
-281,651
|
|