HRCM
Hood River Capital Management Portfolio holdings
AUM
$7.16B
This Quarter Return
+34.92%
1 Year Return
+73.55%
3 Year Return
+445.89%
5 Year Return
+1,002.72%
10 Year Return
+7,216.95%
AUM
$7.16B
AUM Growth
+$7.16B
(+22%)
Cap. Flow
+$280M
Cap. Flow
% of AUM
3.91%
Top 10 Holdings %
Top 10 Hldgs %
26.7%
Holding
183
New
39
Increased
69
Reduced
40
Closed
35
Top Buys
| 1 |
QXO
QXO Inc
QXO
|
$179M |
| 2 |
Ollie's Bargain Outlet
OLLI
|
$102M |
| 3 |
Clearwater Analytics
CWAN
|
$99.1M |
| 4 |
Lumentum
LITE
|
$94.5M |
| 5 |
Iris Energy
IREN
|
$74.2M |
Top Sells
| 1 |
New Fortress Energy
NFE
|
$104M |
| 2 |
Vishay Intertechnology
VSH
|
$82.2M |
| 3 |
SharkNinja
SN
|
$80M |
| 4 |
BPMC
Blueprint Medicines
BPMC
|
$79.7M |
| 5 |
Cogent Communications
CCOI
|
$74.3M |
Sector Composition
| 1 | Technology | 33.08% |
| 2 | Industrials | 22.71% |
| 3 | Healthcare | 20.62% |
| 4 | Financials | 7.58% |
| 5 | Consumer Discretionary | 5.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
LoveSac
LOVE
$278M
| $18M | 0.25% | 989,117 +146,911 | +17% | +$2.67M |
|
102
Twilio
TWLO
$16.2B
| $16.6M | 0.23% | 133,529 +35,468 | +36% | +$4.41M |
|
103
Symbotic
SYM
$5.28B
| $16.5M | 0.23% | 424,526 +59,005 | +16% | +$2.29M |
|
104
Take-Two Interactive
TTWO
$43B
| $15.9M | 0.22% | 65,449 +37,844 | +137% | +$9.19M |
|
105
Antero Resources
AR
$9.86B
| $15.4M | 0.21% | 381,706 +12,712 | +3% | +$512K |
|
106
Ondas Holdings
ONDS
$1.61B
| $14.5M | 0.2% | +7,540,974 | New | +$14.5M |
|
107
Xometry
XMTR
$2.51B
| $13.7M | 0.19% | 404,853 +92,741 | +30% | +$3.13M |
|
108
Hippo Holdings
HIPO
$846M
| $13.7M | 0.19% | +489,243 | New | +$13.7M |
|
109
Guardant Health
GH
$8.41B
| $12.8M | 0.18% | 245,701 +9,637 | +4% | +$502K |
|
110
Viking Holdings
VIK
$28.2B
| $12.5M | 0.17% | 234,828 -7,164 | -3% | -$382K |
|
111
SoFi Technologies
SOFI
$30.6B
| $12.4M | 0.17% | +682,130 | New | +$12.4M |
|
112
Calix
CALX
$3.88B
| $12.2M | 0.17% | +229,832 | New | +$12.2M |
|
113
Parsons
PSN
$8.55B
| $11.2M | 0.16% | +155,394 | New | +$11.2M |
|
114
BioCryst Pharmaceuticals
BCRX
$1.74B
| $11.1M | 0.16% | +1,243,934 | New | +$11.1M |
|
115
Unity
U
$16.7B
| $11M | 0.15% | +455,508 | New | +$11M |
|
116
Rush Street Interactive
RSI
$2.12B
| $10.4M | 0.15% | 700,997 +25,908 | +4% | +$386K |
|
117
Butterfly Network
BFLY
$405M
| $10.3M | 0.14% | 5,127,383 +176,515 | +4% | +$353K |
|
118
RXO
RXO
$2.68B
| $10.2M | 0.14% | 650,815 -1,315,519 | -67% | -$20.7M |
|
119
BBB Foods
TBBB
$3.09B
| $9.44M | 0.13% | 339,938 +25,227 | +8% | +$700K |
|
120
Corning
GLW
$57.4B
| $8.84M | 0.12% | 168,101 +6,323 | +4% | +$333K |
|
121
Amer Sports
AS
$21.8B
| $8.83M | 0.12% | 227,850 -49,936 | -18% | -$1.94M |
|
122
Cadence Design Systems
CDNS
$95.5B
| $8.8M | 0.12% | 28,542 +1,191 | +4% | +$367K |
|
123
Okta
OKTA
$16.4B
| $8.77M | 0.12% | 87,732 +3,499 | +4% | +$350K |
|
124
Vertiv
VRT
$48.7B
| $8.69M | 0.12% | +67,652 | New | +$8.69M |
|
125
Williams-Sonoma
WSM
$23.1B
| $8.27M | 0.12% | +50,608 | New | +$8.27M |
|