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 | |
|---|---|---|---|---|---|---|
51
Mirion Technologies
MIR
$4.89B
| $64.3M | 0.76% |
2,763,284
+1,293,011
|
|
||
52
ESCO Technologies
ESE
$8.26B
| $62.3M | 0.74% |
295,072
-8,579
|
|
||
53
PTC Therapeutics
PTCT
$5.69B
| $61.1M | 0.72% |
995,782
+359,280
|
|
||
54
Rush Street Interactive
RSI
$2.41B
| $57.5M | 0.68% |
2,808,688
+2,107,691
|
|
||
55
Western Alliance Bancorporation
WAL
$8.78B
| $57.2M | 0.68% |
659,445
+76,698
|
|
||
56
TG Therapeutics
TGTX
$5.9B
| $56.1M | 0.66% |
1,552,788
-14,718
|
|
||
57
BlackBerry
BB
$3.1B
| $53.7M | 0.63% |
11,007,928
-442,099
|
|
||
58
Lattice Semiconductor
LSCC
$16.2B
| $52.7M | 0.62% |
719,069
-40,800
|
|
||
59
Axon Enterprise
AXON
$31.6B
| $52.6M | 0.62% |
73,261
-68
|
|
||
60
Enovis
ENOV
$1.31B
| $52.4M | 0.62% |
1,728,231
-7,302
|
|
||
61
Camping World
CWH
$438M
| $50M | 0.59% |
3,166,578
+1,664,811
|
|
||
|
KRMN
62
Karman Holdings
KRMN
$10.2B
| $49.7M | 0.59% |
688,205
-42,197
|
|
||
63
Globalstar
GSAT
$10.4B
| $48.4M | 0.57% |
+1,329,111
|
|
||
64
Universal Technical Institute
UTI
$2B
| $47.5M | 0.56% |
1,457,960
+77,175
|
|
||
65
ODDITY Tech
ODD
$878M
| $47.1M | 0.56% |
756,418
+40,503
|
|
||
66
Interface
TILE
$1.63B
| $46.4M | 0.55% |
1,604,700
-21,693
|
|
||
67
Axsome Therapeutics
AXSM
$9.35B
| $43.7M | 0.52% |
359,957
-11,147
|
|
||
68
Revolution Medicines
RVMD
$28.4B
| $43.3M | 0.51% |
928,123
-197,897
|
|
||
69
Q2 Holdings
QTWO
$2.96B
| $43M | 0.51% |
593,612
-27,838
|
|
||
70
Soleno Therapeutics
SLNO
$2.73B
| $41.5M | 0.49% |
+613,394
|
|
||
71
Applied Optoelectronics
AAOI
$10.7B
| $40.9M | 0.48% |
+1,575,623
|
|
||
72
DigitalOcean
DOCN
$9.96B
| $38.7M | 0.46% |
1,132,369
+238,572
|
|
||
73
Academy Sports + Outdoors
ASO
$3.66B
| $38.6M | 0.46% |
772,448
-10,294
|
|
||
|
WAY
74
Waystar Holding Corp
WAY
$4.77B
| $38.4M | 0.45% |
1,012,172
-2,582
|
|
||
75
Crinetics Pharmaceuticals
CRNX
$4.03B
| $36.8M | 0.43% |
883,004
-5,466
|
|