HRCM
Hood River Capital Management Portfolio holdings
AUM
$7.16B
This Quarter Return
+12.76%
1 Year Return
+73.55%
3 Year Return
+445.89%
5 Year Return
+1,002.72%
10 Year Return
+7,216.95%
AUM
$4.83B
AUM Growth
+$4.83B
(+7.7%)
Cap. Flow
+$119M
Cap. Flow
% of AUM
2.46%
Top 10 Holdings %
Top 10 Hldgs %
26.66%
Holding
171
New
43
Increased
68
Reduced
33
Closed
27
Top Buys
| 1 |
MACOM Technology Solutions
MTSI
|
$57.9M |
| 2 |
Coherent
COHR
|
$55.5M |
| 3 |
MasTec
MTZ
|
$47.8M |
| 4 |
Fluor
FLR
|
$47.6M |
| 5 |
Clearwater Analytics
CWAN
|
$43.3M |
Top Sells
| 1 |
DraftKings
DKNG
|
$80.1M |
| 2 |
Western Alliance Bancorporation
WAL
|
$68.2M |
| 3 |
Vertiv
VRT
|
$66.9M |
| 4 |
Atkore
ATKR
|
$63.9M |
| 5 |
Onto Innovation
ONTO
|
$63.6M |
Sector Composition
| 1 | Industrials | 30.63% |
| 2 | Technology | 29.24% |
| 3 | Healthcare | 19.69% |
| 4 | Consumer Discretionary | 7.62% |
| 5 | Financials | 5.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Transcat
TRNS
$782M
| $23.6M | 0.49% | 196,838 +34,947 | +22% | +$4.18M |
|
77
ODDITY Tech
ODD
$3.36B
| $23.4M | 0.48% | +595,959 | New | +$23.4M |
|
78
Itron
ITRI
$5.62B
| $22.6M | 0.47% | +228,492 | New | +$22.6M |
|
79
Iovance Biotherapeutics
IOVA
$807M
| $21.9M | 0.45% | 2,732,427 +108,189 | +4% | +$868K |
|
80
indie Semiconductor
INDI
$899M
| $21.3M | 0.44% | 3,454,324 -149,380 | -4% | -$922K |
|
81
Silicon Motion
SIMO
$2.71B
| $21.2M | 0.44% | +261,857 | New | +$21.2M |
|
82
TeraWulf
WULF
$3.71B
| $20.5M | 0.43% | +4,613,919 | New | +$20.5M |
|
83
Haemonetics
HAE
$2.63B
| $20.3M | 0.42% | 245,090 +220,090 | +880% | +$18.2M |
|
84
Transmedics
TMDX
$3.92B
| $18.9M | 0.39% | +125,174 | New | +$18.9M |
|
85
Crinetics Pharmaceuticals
CRNX
$2.92B
| $18.4M | 0.38% | +410,342 | New | +$18.4M |
|
86
Ultra Clean Holdings
UCTT
$1.09B
| $17.9M | 0.37% | 366,266 +128,670 | +54% | +$6.3M |
|
87
LoveSac
LOVE
$278M
| $17.5M | 0.36% | 774,015 +62,615 | +9% | +$1.41M |
|
88
Arhaus
ARHS
$1.65B
| $17.3M | 0.36% | 1,022,489 -524,807 | -34% | -$8.89M |
|
89
Ceco Environmental
CECO
$1.61B
| $15.5M | 0.32% | +537,105 | New | +$15.5M |
|
|
VRNA
90
Verona Pharma
VRNA
$9.16B
| $15.4M | 0.32% | 1,062,456 +74,700 | +8% | +$1.08M |
|
91
Select Medical
SEM
$1.61B
| $14.8M | 0.31% | +422,672 | New | +$14.8M |
|
92
Cadence Design Systems
CDNS
$95.5B
| $13.7M | 0.28% | 44,536 -620 | -1% | -$191K |
|
93
Iris Energy
IREN
$6.4B
| $13.6M | 0.28% | +1,206,171 | New | +$13.6M |
|
94
Biohaven
BHVN
$1.63B
| $12.8M | 0.27% | 368,902 +32,448 | +10% | +$1.13M |
|
95
Inspire Medical Systems
INSP
$2.77B
| $12.5M | 0.26% | 93,082 -96,155 | -51% | -$12.9M |
|
96
GFL Environmental
GFL
$18.2B
| $12.4M | 0.26% | 319,349 +24 | +0% | +$934 |
|
97
Applied Optoelectronics
AAOI
$1.51B
| $11.4M | 0.24% | 1,375,404 -64,000 | -4% | -$531K |
|
98
Genius Sports
GENI
$3.05B
| $11M | 0.23% | 2,026,873 +114,490 | +6% | +$624K |
|
|
WBTN
99
WEBTOON Entertainment Inc. Common Stock
WBTN
$1.89B
| $10.4M | 0.21% | +453,441 | New | +$10.4M |
|
100
Root
ROOT
$1.42B
| $9.55M | 0.2% | +188,157 | New | +$9.55M |
|