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
$9.12B
AUM Growth
+$652M
(+7.7%)
Holding
198
Top Buys
| 1 | +$163M | |
| 2 | +$74.4M | |
| 3 | +$68.3M | |
| 4 |
Guardant Health
GH
|
+$64.6M |
| 5 |
Grand Canyon Education
LOPE
|
+$56.3M |
Top Sells
| 1 | +$142M | |
| 2 | +$110M | |
| 3 | +$108M | |
| 4 |
Lumentum
LITE
|
+$75.9M |
| 5 |
OKLO
Oklo
OKLO
|
+$74M |
Sector Composition
| 1 | Technology | 30.76% |
| 2 | Industrials | 23.39% |
| 3 | Healthcare | 21.93% |
| 4 | Financials | 7.74% |
| 5 | Consumer Discretionary | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Lattice Semiconductor
LSCC
$16.3B
| $67.9M | 0.74% |
922,577
+203,508
|
|
||
52
Babcock & Wilcox
BW
$2.25B
| $67.5M | 0.74% |
+10,648,389
|
|
||
53
Axsome Therapeutics
AXSM
$9.65B
| $66.9M | 0.73% |
366,176
+6,219
|
|
||
54
EXL Service
EXLS
$4.97B
| $66.8M | 0.73% |
1,574,133
-496,555
|
|
||
55
Rambus
RMBS
$13.7B
| $65.1M | 0.71% |
708,846
-129,594
|
|
||
56
Mirion Technologies
MIR
$4.91B
| $65.1M | 0.71% |
2,780,137
+16,853
|
|
||
57
Eagle Materials
EXP
$6.48B
| $61.1M | 0.67% |
295,645
+5,860
|
|
||
58
ESCO Technologies
ESE
$8.16B
| $58.7M | 0.64% |
300,195
+5,123
|
|
||
59
Flowserve
FLS
$10.7B
| $57.7M | 0.63% |
832,335
+223,519
|
|
||
60
Neurocrine Biosciences
NBIX
$13.2B
| $55.2M | 0.61% |
389,297
-112,194
|
|
||
61
DigitalOcean
DOCN
$9.31B
| $54.8M | 0.6% |
1,138,128
+5,759
|
|
||
|
62
Grand Canyon Education
LOPE
$4.74B
| $51.8M | 0.57% |
+311,436
|
|
||
63
Five Below
FIVE
$13.7B
| $50.2M | 0.55% |
266,389
+57,607
|
|
||
64
Syndax Pharmaceuticals
SNDX
$2.1B
| $48.7M | 0.53% |
+2,316,553
|
|
||
|
HUT
65
Hut 8
HUT
$8.76B
| $47.9M | 0.52% |
1,041,669
-943,250
|
|
||
66
Nuvalent
NUVL
$8.51B
| $47.8M | 0.52% |
+475,440
|
|
||
67
TG Therapeutics
TGTX
$5.9B
| $47.1M | 0.52% |
1,581,234
+28,446
|
|
||
68
Xometry
XMTR
$2.58B
| $46.6M | 0.51% |
782,783
+356,516
|
|
||
69
Enovis
ENOV
$1.51B
| $46.3M | 0.51% |
1,738,185
+9,954
|
|
||
70
Tower Semiconductor
TSEM
$25.3B
| $46.3M | 0.51% |
393,992
-1,116,598
|
|
||
71
Academy Sports + Outdoors
ASO
$3.74B
| $46.2M | 0.51% |
924,935
+152,487
|
|
||
|
ALM
72
Almonty Industries
ALM
$6.59B
| $46.1M | 0.51% |
5,231,489
+2,809,832
|
|
||
73
Interface
TILE
$1.66B
| $45.9M | 0.5% |
1,643,498
+38,798
|
|
||
74
Applied Optoelectronics
AAOI
$12.7B
| $44.5M | 0.49% |
1,275,621
-300,002
|
|
||
75
TTM Technologies
TTMI
$13.1B
| $43.7M | 0.48% |
633,940
-3,911
|
|