HRCM
Hood River Capital Management Portfolio holdings
AUM
$8.47B
1-Year Est. Return
95.52%
1 Year Est. Return
+95.52%
AUM
$8.47B
AUM Growth
+$1.31B
(+18%)
Holding
178
Top Buys
| 1 | +$109M | |
| 2 | +$92.9M | |
| 3 | +$90.8M | |
| 4 |
HUT
Hut 8
HUT
|
+$69.1M |
| 5 |
East-West Bancorp
EWBC
|
+$67.2M |
Top Sells
| 1 | +$262M | |
| 2 | +$238M | |
| 3 | +$165M | |
| 4 |
CyberArk
CYBR
|
+$97.4M |
| 5 |
Ceco Environmental
CECO
|
+$74.2M |
Sector Composition
| 1 | Technology | 35.02% |
| 2 | Industrials | 20.74% |
| 3 | Healthcare | 18.5% |
| 4 | Financials | 8.04% |
| 5 | Consumer Discretionary | 6.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Mirion Technologies
MIR
$6.05B
| $64.3M | 0.76% |
2,763,284
+1,293,011
|
|
||
52
ESCO Technologies
ESE
$5.19B
| $62.3M | 0.74% |
295,072
-8,579
|
|
||
53
PTC Therapeutics
PTCT
$6.07B
| $61.1M | 0.72% |
995,782
+359,280
|
|
||
54
Rush Street Interactive
RSI
$1.86B
| $57.5M | 0.68% |
2,808,688
+2,107,691
|
|
||
55
Western Alliance Bancorporation
WAL
$9.09B
| $57.2M | 0.68% |
659,445
+76,698
|
|
||
56
TG Therapeutics
TGTX
$4.89B
| $56.1M | 0.66% |
1,552,788
-14,718
|
|
||
57
BlackBerry
BB
$2.39B
| $53.7M | 0.63% |
11,007,928
-442,099
|
|
||
58
Lattice Semiconductor
LSCC
$9.67B
| $52.7M | 0.62% |
719,069
-40,800
|
|
||
59
Axon Enterprise
AXON
$42.3B
| $52.6M | 0.62% |
73,261
-68
|
|
||
60
Enovis
ENOV
$1.68B
| $52.4M | 0.62% |
1,728,231
-7,302
|
|
||
61
Camping World
CWH
$735M
| $50M | 0.59% |
3,166,578
+1,664,811
|
|
||
|
KRMN
62
Karman Holdings
KRMN
$8.33B
| $49.7M | 0.59% |
688,205
-42,197
|
|
||
63
Globalstar
GSAT
$7.66B
| $48.4M | 0.57% |
+1,329,111
|
|
||
64
Universal Technical Institute
UTI
$1.3B
| $47.5M | 0.56% |
1,457,960
+77,175
|
|
||
65
ODDITY Tech
ODD
$2.48B
| $47.1M | 0.56% |
756,418
+40,503
|
|
||
66
Interface
TILE
$1.64B
| $46.4M | 0.55% |
1,604,700
-21,693
|
|
||
67
Axsome Therapeutics
AXSM
$7.37B
| $43.7M | 0.52% |
359,957
-11,147
|
|
||
68
Revolution Medicines
RVMD
$14.4B
| $43.3M | 0.51% |
928,123
-197,897
|
|
||
69
Q2 Holdings
QTWO
$4.5B
| $43M | 0.51% |
593,612
-27,838
|
|
||
70
Soleno Therapeutics
SLNO
$2.62B
| $41.5M | 0.49% |
+613,394
|
|
||
71
Applied Optoelectronics
AAOI
$1.77B
| $40.9M | 0.48% |
+1,575,623
|
|
||
72
DigitalOcean
DOCN
$4.02B
| $38.7M | 0.46% |
1,132,369
+238,572
|
|
||
73
Academy Sports + Outdoors
ASO
$3.35B
| $38.6M | 0.46% |
772,448
-10,294
|
|
||
|
WAY
74
Waystar Holding Corp
WAY
$6.68B
| $38.4M | 0.45% |
1,012,172
-2,582
|
|
||
75
Crinetics Pharmaceuticals
CRNX
$4.4B
| $36.8M | 0.43% |
883,004
-5,466
|
|