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
$8.47B
AUM Growth
+$1.31B
(+18%)
Holding
178
Top Buys
| 1 | +$87M | |
| 2 | +$86M | |
| 3 | +$82.5M | |
| 4 |
East-West Bancorp
EWBC
|
+$66.4M |
| 5 |
BridgeBio Pharma
BBIO
|
+$60.7M |
Top Sells
| 1 | +$200M | |
| 2 | +$161M | |
| 3 | +$123M | |
| 4 |
CYBR
CyberArk
CYBR
|
+$97.4M |
| 5 |
Ceco Environmental
CECO
|
+$61.3M |
Sector Composition
| 1 | Technology | 35.02% |
| 2 | Industrials | 20.74% |
| 3 | Healthcare | 18.5% |
| 4 | Financials | 8.03% |
| 5 | Consumer Discretionary | 6.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
TTM Technologies
TTMI
$13.8B
| $36.7M | 0.43% |
637,851
-193,892
|
|
||
77
Red Cat Holdings
RCAT
$1.52B
| $36.2M | 0.43% |
+3,498,918
|
|
||
|
LB
78
LandBridge Co
LB
$1.94B
| $35.8M | 0.42% |
670,686
+1,008
|
|
||
79
Transcat
TRNS
$750M
| $34.9M | 0.41% |
477,219
+137,283
|
|
||
80
nCino
NCNO
$1.94B
| $32.9M | 0.39% |
1,213,120
+205,495
|
|
||
81
Flowserve
FLS
$10.5B
| $32.4M | 0.38% |
+608,816
|
|
||
82
Five Below
FIVE
$13.2B
| $32.3M | 0.38% |
+208,782
|
|
||
83
Northern Oil and Gas
NOG
$2.85B
| $31.2M | 0.37% |
1,256,799
+33,954
|
|
||
84
Tandem Diabetes Care
TNDM
$1.42B
| $31M | 0.37% |
2,551,644
-13,334
|
|
||
85
Clean Harbors
CLH
$16.5B
| $28.7M | 0.34% |
123,692
-8,023
|
|
||
86
Calix
CALX
$2.76B
| $27.9M | 0.33% |
454,419
+224,587
|
|
||
87
WesBanco
WSBC
$3.28B
| $27.8M | 0.33% |
871,211
-73,128
|
|
||
88
GFL Environmental
GFL
$14.6B
| $27.7M | 0.33% |
583,870
+18,370
|
|
||
89
BioCryst Pharmaceuticals
BCRX
$2.2B
| $27.5M | 0.32% |
3,620,261
+2,376,327
|
|
||
90
Freshpet
FRPT
$3.22B
| $27.3M | 0.32% |
494,955
-997
|
|
||
91
Kirby Corp
KEX
$8.09B
| $27.1M | 0.32% |
325,050
-325,545
|
|
||
92
Kornit Digital
KRNT
$732M
| $26M | 0.31% |
1,928,795
-253,774
|
|
||
93
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.35B
| $25.3M | 0.3% |
825,517
-11,672
|
|
||
|
94
Ceco Environmental
CECO
$2.32B
| $25.2M | 0.3% |
492,374
-1,449,367
|
|
||
95
Rhythm Pharmaceuticals
RYTM
$5.82B
| $23.8M | 0.28% |
235,836
-307,852
|
|
||
96
Xometry
XMTR
$2.43B
| $23.2M | 0.27% |
426,267
+21,414
|
|
||
97
Symbotic
SYM
$7.86B
| $22.8M | 0.27% |
422,210
-2,316
|
|
||
98
RXO
RXO
$3.18B
| $21.4M | 0.25% |
1,388,549
+737,734
|
|
||
99
Visteon
VC
$2.93B
| $21.3M | 0.25% |
+177,802
|
|
||
100
NRG Energy
NRG
$32.8B
| $21.3M | 0.25% |
131,244
+5,815
|
|