HRCM
Hood River Capital Management Portfolio holdings
AUM
$7.16B
This Quarter Return
+7.47%
1 Year Return
+73.55%
3 Year Return
+445.89%
5 Year Return
+1,002.72%
10 Year Return
+7,216.95%
AUM
$1.73B
AUM Growth
+$1.73B
(+9.8%)
Cap. Flow
+$96.2M
Cap. Flow
% of AUM
5.56%
Top 10 Holdings %
Top 10 Hldgs %
27.73%
Holding
104
New
11
Increased
55
Reduced
23
Closed
15
Top Buys
| 1 |
Select Medical
SEM
|
$24.3M |
| 2 |
Korn Ferry
KFY
|
$18M |
| 3 |
Globant
GLOB
|
$17.8M |
| 4 |
Caesars Entertainment
CZR
|
$17.7M |
| 5 |
USCR
U S Concrete, Inc.
USCR
|
$17.7M |
Top Sells
| 1 |
Impinj
PI
|
$30.8M |
| 2 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
$23.9M |
| 3 |
Laureate Education
LAUR
|
$17.9M |
| 4 |
The GEO Group
GEO
|
$16.6M |
| 5 |
TTM Technologies
TTMI
|
$16.3M |
Sector Composition
| 1 | Industrials | 23.57% |
| 2 | Healthcare | 21.96% |
| 3 | Technology | 20.82% |
| 4 | Consumer Discretionary | 9.59% |
| 5 | Financials | 5.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Children's Place
PLCE
$111M
| $15.5M | 0.9% |
+106,451
| New | +$15.5M |
|
|
EGIO
52
DELISTED
Edgio, Inc. Common Stock
EGIO
| $15.3M | 0.88% |
3,461,955
+1,753,125
| +103% | +$7.73M |
|
53
ASGN Inc
ASGN
$2.32B
| $15M | 0.87% |
232,787
+16,837
| +8% | +$1.08M |
|
|
EVBG
54
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $14.9M | 0.86% |
502,969
+37,869
| +8% | +$1.13M |
|
55
DXP Enterprises
DXPE
$1.9B
| $14.6M | 0.84% |
492,847
+142,630
| +41% | +$4.22M |
|
|
WCG
56
DELISTED
Wellcare Health Plans, Inc.
WCG
| $14.4M | 0.83% |
71,737
-78,275
| -52% | -$15.7M |
|
|
HEES
57
DELISTED
H&E Equipment Services
HEES
| $13.7M | 0.79% |
+335,887
| New | +$13.7M |
|
58
Malibu Boats
MBUU
$616M
| $13.4M | 0.78% |
450,828
+32,725
| +8% | +$973K |
|
59
Herc Holdings
HRI
$4.2B
| $13M | 0.75% |
+208,236
| New | +$13M |
|
60
Century Aluminum
CENX
$2.07B
| $12.6M | 0.73% |
639,869
-597,360
| -48% | -$11.7M |
|
61
AXT Inc
AXTI
$143M
| $12.1M | 0.7% |
1,393,817
+100,889
| +8% | +$878K |
|
62
AGCO
AGCO
$7.94B
| $12.1M | 0.7% |
169,673
+169,584
| +190,544% | +$12.1M |
|
63
MacroGenics
MGNX
$121M
| $12M | 0.7% |
632,521
+43,722
| +7% | +$831K |
|
|
TIER
64
DELISTED
TIER REIT, Inc.
TIER
| $11.9M | 0.69% |
585,947
+41,441
| +8% | +$845K |
|
65
Brink's
BCO
$4.65B
| $11.3M | 0.66% |
144,023
+130,525
| +967% | +$10.3M |
|
|
PGTI
66
DELISTED
PGT, Inc.
PGTI
| $11M | 0.64% |
652,104
-78,973
| -11% | -$1.33M |
|
67
MasterCraft Boat Holdings
MCFT
$357M
| $10.2M | 0.59% |
459,278
+32,402
| +8% | +$720K |
|
68
AMN Healthcare
AMN
$756M
| $10.1M | 0.59% |
205,727
-181,134
| -47% | -$8.92M |
|
69
FIVE9
FIVN
$2.07B
| $10M | 0.58% |
403,820
-229,423
| -36% | -$5.71M |
|
70
Axcelis
ACLS
$2.45B
| $9.65M | 0.56% |
336,220
-219,408
| -39% | -$6.3M |
|
|
ORBC
71
DELISTED
ORBCOMM, Inc.
ORBC
| $9.55M | 0.55% |
938,523
-391,468
| -29% | -$3.99M |
|
|
FNSR
72
DELISTED
Finisar Corp
FNSR
| $9.5M | 0.55% |
466,594
-277,120
| -37% | -$5.64M |
|
73
Digimarc
DMRC
$170M
| $9.15M | 0.53% |
253,004
+47,774
| +23% | +$1.73M |
|
|
ECHO
74
DELISTED
Echo Global Logistics, Inc.
ECHO
| $9.04M | 0.52% |
+322,975
| New | +$9.04M |
|
|
VCRA
75
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $8.66M | 0.5% |
286,406
-83,829
| -23% | -$2.53M |
|