HRCM
Hood River Capital Management Portfolio holdings
AUM
$7.16B
This Quarter Return
+34.92%
1 Year Return
+73.55%
3 Year Return
+445.89%
5 Year Return
+1,002.72%
10 Year Return
+7,216.95%
AUM
$7.16B
AUM Growth
+$7.16B
(+22%)
Cap. Flow
+$280M
Cap. Flow
% of AUM
3.91%
Top 10 Holdings %
Top 10 Hldgs %
26.7%
Holding
183
New
39
Increased
69
Reduced
40
Closed
35
Top Buys
| 1 |
QXO
QXO Inc
QXO
|
$179M |
| 2 |
Ollie's Bargain Outlet
OLLI
|
$102M |
| 3 |
Clearwater Analytics
CWAN
|
$99.1M |
| 4 |
Lumentum
LITE
|
$94.5M |
| 5 |
Iris Energy
IREN
|
$74.2M |
Top Sells
| 1 |
New Fortress Energy
NFE
|
$104M |
| 2 |
Vishay Intertechnology
VSH
|
$82.2M |
| 3 |
SharkNinja
SN
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Freshpet
FRPT
$2.72B
| $33.7M | 0.47% | +495,952 | New | +$33.7M |
|
77
Lantheus
LNTH
$3.73B
| $33.3M | 0.47% | 407,177 -332,976 | -45% | -$27.3M |
|
78
Neurocrine Biosciences
NBIX
$13.8B
| $32.4M | 0.45% | 257,538 -79,626 | -24% | -$10M |
|
|
NNE
79
Nano Nuclear Energy
NNE
$1.35B
| $31.9M | 0.45% | +925,926 | New | +$31.9M |
|
80
MoonLake Immunotherapeutics
MLTX
$3.54B
| $31.9M | 0.45% | 675,445 +12,462 | +2% | +$588K |
|
81
Mirion Technologies
MIR
$4.73B
| $31.7M | 0.44% | +1,470,273 | New | +$31.7M |
|
82
Kura Sushi USA
KRUS
$1.03B
| $31.6M | 0.44% | +366,647 | New | +$31.6M |
|
|
SLDE
83
Slide Insurance Holdings, Inc. Common Stock
SLDE
$1.68B
| $31.5M | 0.44% | +1,456,254 | New | +$31.5M |
|
84
PTC Therapeutics
PTCT
$3.92B
| $31.1M | 0.43% | 636,502 +552,130 | +654% | +$27M |
|
85
Clean Harbors
CLH
$13B
| $30.4M | 0.43% | 131,715 -196,958 | -60% | -$45.5M |
|
86
WesBanco
WSBC
$3.15B
| $29.9M | 0.42% | +944,339 | New | +$29.9M |
|
87
Transcat
TRNS
$782M
| $29.2M | 0.41% | 339,936 -1,212 | -0.4% | -$104K |
|
|
GTM
88
ZoomInfo Technologies
GTM
$3.47B
| $28.9M | 0.4% | 2,858,740 -2,959,495 | -51% | -$30M |
|
89
GFL Environmental
GFL
$18.2B
| $28.5M | 0.4% | 565,500 +52,425 | +10% | +$2.65M |
|
90
nCino
NCNO
$3.72B
| $28.2M | 0.39% | +1,007,625 | New | +$28.2M |
|
91
PAR Technology
PAR
$2.08B
| $26M | 0.36% | 374,181 -45,957 | -11% | -$3.19M |
|
92
Camping World
CWH
$1.1B
| $25.8M | 0.36% | 1,501,767 -2,052,366 | -58% | -$35.3M |
|
|
HNGE
93
Hinge Health, Inc.
HNGE
$4.4B
| $25.7M | 0.36% | +495,939 | New | +$25.7M |
|
94
Crinetics Pharmaceuticals
CRNX
$2.92B
| $25.6M | 0.36% | 888,470 +15,835 | +2% | +$455K |
|
95
DigitalOcean
DOCN
$2.97B
| $25.5M | 0.36% | 893,797 -90,952 | -9% | -$2.6M |
|
96
Select Medical
SEM
$1.61B
| $25.2M | 0.35% | 1,656,822 -1,360,207 | -45% | -$20.6M |
|
97
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.51B
| $22.5M | 0.31% | 837,189 -714,378 | -46% | -$19.2M |
|
|
SQNS
98
Sequans Communications
SQNS
$129M
| $20.7M | 0.29% | +14,113,159 | New | +$20.7M |
|
99
NRG Energy
NRG
$28.2B
| $20.1M | 0.28% | 125,429 +4,791 | +4% | +$769K |
|
100
Sprouts Farmers Market
SFM
$13.7B
| $18.2M | 0.25% | 110,743 +2,094 | +2% | +$345K |
|