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 | |
|---|---|---|---|---|---|---|
76
Axon Enterprise
AXON
$45.2B
| $42.4M | 0.47% |
74,733
+1,472
|
|
||
77
Universal Technical Institute
UTI
$2.02B
| $42.3M | 0.46% |
1,618,453
+160,493
|
|
||
78
BlackBerry
BB
$1.99B
| $42M | 0.46% |
11,084,465
+76,537
|
|
||
79
Crinetics Pharmaceuticals
CRNX
$4.12B
| $41.8M | 0.46% |
897,403
+14,399
|
|
||
80
Fabrinet
FN
$19.8B
| $37.4M | 0.41% |
82,157
-140,018
|
|
||
81
AXT Inc
AXTI
$2.14B
| $32.9M | 0.36% |
+2,012,228
|
|
||
82
ODDITY Tech
ODD
$684M
| $31.5M | 0.35% |
783,730
+27,312
|
|
||
83
nCino
NCNO
$1.87B
| $31.5M | 0.34% |
1,226,726
+13,606
|
|
||
84
Camping World
CWH
$481M
| $31M | 0.34% |
3,185,403
+18,825
|
|
||
85
Transcat
TRNS
$742M
| $31M | 0.34% |
545,816
+68,597
|
|
||
86
Kura Sushi USA
KRUS
$820M
| $30.8M | 0.34% |
589,511
+244,501
|
|
||
87
Freshpet
FRPT
$4.05B
| $30.7M | 0.34% |
504,276
+9,321
|
|
||
|
LB
88
LandBridge Co
LB
$2.02B
| $30.4M | 0.33% |
621,071
-49,615
|
|
||
89
nLIGHT
LASR
$3.57B
| $30.2M | 0.33% |
804,457
+236,724
|
|
||
90
WesBanco
WSBC
$3.37B
| $29.7M | 0.33% |
894,431
+23,220
|
|
||
91
Clean Harbors
CLH
$15.6B
| $29.7M | 0.33% |
126,765
+3,073
|
|
||
92
Soleno Therapeutics
SLNO
$2.04B
| $28.6M | 0.31% |
618,005
+4,611
|
|
||
93
Q2 Holdings
QTWO
$3.13B
| $28.4M | 0.31% |
393,041
-200,571
|
|
||
94
Calix
CALX
$3.47B
| $27.7M | 0.3% |
523,261
+68,842
|
|
||
95
Northern Oil and Gas
NOG
$2.8B
| $27.3M | 0.3% |
1,270,371
+13,572
|
|
||
96
Schneider National
SNDR
$4.8B
| $27.2M | 0.3% |
+1,026,734
|
|
||
97
Symbotic
SYM
$6.62B
| $27M | 0.3% |
453,992
+31,782
|
|
||
98
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.63B
| $26.6M | 0.29% |
845,496
+19,979
|
|
||
99
Butterfly Network
BFLY
$945M
| $26.4M | 0.29% |
6,954,486
+1,548,360
|
|
||
100
Rhythm Pharmaceuticals
RYTM
$6.01B
| $25.4M | 0.28% |
237,043
+1,207
|
|