HRCM
Hood River Capital Management Portfolio holdings
AUM
$7.16B
1-Year Return
73.55%
This Quarter Return
+16.44%
1 Year Return
+73.55%
3 Year Return
+445.89%
5 Year Return
+1,002.72%
10 Year Return
+7,216.95%
AUM
$6.77B
AUM Growth
+$579M
(+9.4%)
Cap. Flow
+$242M
Cap. Flow
% of AUM
3.57%
Top 10 Holdings %
Top 10 Hldgs %
24.28%
Holding
182
New
40
Increased
81
Reduced
38
Closed
23
Top Buys
| 1 |
New Fortress Energy
NFE
|
$155M |
| 2 |
Dave Inc
DAVE
|
$76.5M |
| 3 |
Diodes
DIOD
|
$72M |
| 4 |
Camping World
CWH
|
$62.1M |
| 5 |
Vishay Intertechnology
VSH
|
$53.9M |
Top Sells
| 1 |
FormFactor
FORM
|
$74.8M |
| 2 |
Granite Construction
GVA
|
$66.7M |
| 3 |
Comfort Systems
FIX
|
$66.5M |
| 4 |
MACOM Technology Solutions
MTSI
|
$65.6M |
| 5 |
Kirby Corp
KEX
|
$63.3M |
Sector Composition
| 1 | Technology | 29.51% |
| 2 | Healthcare | 22.73% |
| 3 | Industrials | 22.19% |
| 4 | Consumer Discretionary | 8.49% |
| 5 | Financials | 4.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
JFrog
FROG
$5.84B
| $35.7M | 0.53% |
1,213,862
+510,467
| +73% | +$15M |
|
77
MoonLake Immunotherapeutics
MLTX
$3.77B
| $35.2M | 0.52% |
649,590
+2,928
| +0.5% | +$159K |
|
|
78
Kirby Corp
KEX
$4.97B
| $34.6M | 0.51% |
327,296
-598,240
| -65% | -$63.3M |
|
79
Kornit Digital
KRNT
$687M
| $34M | 0.5% |
1,099,725
+352,648
| +47% | +$10.9M |
|
80
Select Medical
SEM
$1.62B
| $33.1M | 0.49% |
1,755,733
+1,110,159
| +172% | +$20.9M |
|
81
Vaxcyte
PCVX
$4.29B
| $32.9M | 0.49% |
+401,442
| New | +$32.9M |
|
82
DigitalOcean
DOCN
$2.98B
| $32.8M | 0.48% |
963,049
-54,993
| -5% | -$1.87M |
|
83
Lumentum
LITE
$10.4B
| $32.8M | 0.48% |
+390,832
| New | +$32.8M |
|
84
Flowserve
FLS
$7.22B
| $32.8M | 0.48% |
569,667
+1,079
| +0.2% | +$62.1K |
|
85
ODDITY Tech
ODD
$3.52B
| $30.7M | 0.45% |
729,536
+11,711
| +2% | +$492K |
|
86
American Superconductor
AMSC
$2.21B
| $30.4M | 0.45% |
1,236,146
-195,794
| -14% | -$4.82M |
|
87
PAR Technology
PAR
$1.96B
| $30.4M | 0.45% |
+418,220
| New | +$30.4M |
|
88
Biohaven
BHVN
$1.68B
| $29.3M | 0.43% |
783,672
-119,216
| -13% | -$4.45M |
|
89
Enovis
ENOV
$1.84B
| $29M | 0.43% |
+661,430
| New | +$29M |
|
90
Interface
TILE
$1.64B
| $28.9M | 0.43% |
+1,186,750
| New | +$28.9M |
|
91
Immunovant
IMVT
$2.99B
| $28.4M | 0.42% |
1,145,618
+2,051
| +0.2% | +$50.8K |
|
92
LoveSac
LOVE
$297M
| $23.4M | 0.34% |
986,947
+59,231
| +6% | +$1.4M |
|
93
GFL Environmental
GFL
$17.4B
| $20.2M | 0.3% |
453,907
+44,248
| +11% | +$1.97M |
|
94
MDU Resources
MDU
$3.31B
| $20M | 0.29% |
1,108,137
-885,680
| -44% | -$16M |
|
95
Marvell Technology
MRVL
$54.6B
| $19M | 0.28% |
171,765
+30,879
| +22% | +$3.41M |
|
|
OS
96
OneStream, Inc. Class A Common Stock
OS
$3.68B
| $18.4M | 0.27% |
+646,112
| New | +$18.4M |
|
97
Kura Sushi USA
KRUS
$985M
| $18.3M | 0.27% |
201,806
+105,316
| +109% | +$9.54M |
|
|
ECG
98
Everus Construction Group, Inc.
ECG
$3.78B
| $18.2M | 0.27% |
+277,015
| New | +$18.2M |
|
99
i3 Verticals
IIIV
$730M
| $17.1M | 0.25% |
743,705
-599,616
| -45% | -$13.8M |
|
100
Haemonetics
HAE
$2.62B
| $16.7M | 0.25% |
214,290
+13,710
| +7% | +$1.07M |
|