HRCM

Hood River Capital Management Portfolio holdings

AUM $8.47B
1-Year Est. Return 95.52%
This Quarter Est. Return
1 Year Est. Return
+95.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.16B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$179M
2
+$102M
3
+$99.1M
4
LITE icon
Lumentum
LITE
+$94.5M
5
IREN icon
Iris Energy
IREN
+$74.2M

Top Sells

1
+$104M
2
+$82.2M
3
+$80M
4
BPMC
Blueprint Medicines
BPMC
+$79.7M
5
CCOI icon
Cogent Communications
CCOI
+$74.3M

Sector Composition

1 Technology 32.27%
2 Industrials 22.71%
3 Healthcare 20.67%
4 Financials 7.58%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRPT icon
76
Freshpet
FRPT
$2.84B
$33.7M 0.47%
+495,952
LNTH icon
77
Lantheus
LNTH
$3.88B
$33.3M 0.47%
407,177
-332,976
NBIX icon
78
Neurocrine Biosciences
NBIX
$15.2B
$32.4M 0.45%
257,538
-79,626
NNE
79
Nano Nuclear Energy
NNE
$1.65B
$31.9M 0.45%
+925,926
MLTX icon
80
MoonLake Immunotherapeutics
MLTX
$887M
$31.9M 0.45%
675,445
+12,462
MIR icon
81
Mirion Technologies
MIR
$6.07B
$31.7M 0.44%
+1,470,273
KRUS icon
82
Kura Sushi USA
KRUS
$607M
$31.6M 0.44%
+366,647
SLDE
83
Slide Insurance Holdings
SLDE
$2.03B
$31.5M 0.44%
+1,456,254
PTCT icon
84
PTC Therapeutics
PTCT
$6.3B
$31.1M 0.43%
636,502
+552,130
CLH icon
85
Clean Harbors
CLH
$12.8B
$30.4M 0.43%
131,715
-196,958
WSBC icon
86
WesBanco
WSBC
$3.13B
$29.9M 0.42%
+944,339
TRNS icon
87
Transcat
TRNS
$504M
$29.2M 0.41%
339,936
-1,212
GTM
88
ZoomInfo Technologies
GTM
$3.15B
$28.9M 0.4%
2,858,740
-2,959,495
GFL icon
89
GFL Environmental
GFL
$15.6B
$28.5M 0.4%
565,500
+52,425
NCNO icon
90
nCino
NCNO
$2.83B
$28.2M 0.39%
+1,007,625
PAR icon
91
PAR Technology
PAR
$1.37B
$26M 0.36%
374,181
-45,957
CWH icon
92
Camping World
CWH
$712M
$25.8M 0.36%
1,501,767
-2,052,366
HNGE
93
Hinge Health
HNGE
$3.67B
$25.7M 0.36%
+495,939
CRNX icon
94
Crinetics Pharmaceuticals
CRNX
$4.27B
$25.6M 0.36%
888,470
+15,835
DOCN icon
95
DigitalOcean
DOCN
$4.08B
$25.5M 0.36%
893,797
-90,952
SEM icon
96
Select Medical
SEM
$1.88B
$25.2M 0.35%
1,656,822
-1,360,207
HASI icon
97
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.2B
$22.5M 0.31%
837,189
-714,378
SQNS
98
Sequans Communications SA
SQNS
$94.5M
$20.7M 0.29%
+1,411,316
NRG icon
99
NRG Energy
NRG
$31.4B
$20.1M 0.28%
125,429
+4,791
SFM icon
100
Sprouts Farmers Market
SFM
$8.26B
$18.2M 0.25%
110,743
+2,094
2 3
4
5 6