HRCM
Hood River Capital Management Portfolio holdings
AUM
$7.16B
This Quarter Return
+18.76%
1 Year Return
+73.55%
3 Year Return
+445.89%
5 Year Return
+1,002.72%
10 Year Return
+7,216.95%
AUM
$2.26B
AUM Growth
+$2.26B
(+16%)
Cap. Flow
+$83.7M
Cap. Flow
% of AUM
3.7%
Top 10 Holdings %
Top 10 Hldgs %
25.05%
Holding
118
New
22
Increased
47
Reduced
31
Closed
18
Top Buys
| 1 |
Hexcel
HXL
|
$28.6M |
| 2 |
Super Micro Computer
SMCI
|
$27.3M |
| 3 |
SEND
SendGrid, Inc.
SEND
|
$25.8M |
| 4 |
GSKY
GreenSky, Inc. Class A Common Stock
GSKY
|
$20.9M |
| 5 |
MaxLinear
MXL
|
$20.3M |
Top Sells
| 1 |
Old Dominion Freight Line
ODFL
|
$34.3M |
| 2 |
Advanced Micro Devices
AMD
|
$29.4M |
| 3 |
Teladoc Health
TDOC
|
$26.2M |
| 4 |
TVTY
Tivity Health, Inc. Common Stock
TVTY
|
$22.8M |
| 5 |
KMG
KMG Chemicals Inc
KMG
|
$22.7M |
Sector Composition
| 1 | Industrials | 23.96% |
| 2 | Technology | 22.69% |
| 3 | Healthcare | 20.16% |
| 4 | Consumer Discretionary | 10.45% |
| 5 | Financials | 6.1% |
