HRCM

Hood River Capital Management Portfolio holdings

AUM $7.16B
1-Year Return 73.55%
This Quarter Return
-18.48%
1 Year Return
+73.55%
3 Year Return
+445.89%
5 Year Return
+1,002.72%
10 Year Return
+7,216.95%
AUM
$1.7B
AUM Growth
-$564M
Cap. Flow
-$107M
Cap. Flow %
-6.29%
Top 10 Hldgs %
24.36%
Holding
122
New
22
Increased
48
Reduced
31
Closed
21

Top Buys

1
LAUR icon
Laureate Education
LAUR
+$24.5M
2
SRI icon
Stoneridge
SRI
+$20.5M
3
FCFS icon
FirstCash
FCFS
+$19.1M
4
VICR icon
Vicor
VICR
+$17.9M
5
OFIX icon
Orthofix Medical
OFIX
+$16.7M

Top Sells

1
EPAY
Bottomline Technologies Inc
EPAY
+$43.8M
2
CLH icon
Clean Harbors
CLH
+$38.6M
3
SMCI icon
Super Micro Computer
SMCI
+$27.3M
4
SEND
SendGrid, Inc.
SEND
+$25.8M
5
CURO
CURO Group Holdings Corp.
CURO
+$22.7M

Sector Composition

1 Technology 23.94%
2 Healthcare 21.73%
3 Industrials 20.11%
4 Consumer Discretionary 10.98%
5 Financials 6.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
RESN
101
DELISTED
Resonant Inc.
RESN
$3K ﹤0.01%
2,394
-1,278,491
-100% -$1.6M
AMD icon
102
Advanced Micro Devices
AMD
$257B
– –
-268,525
Closed -$8.3M
AXTI icon
103
AXT Inc
AXTI
$169M
– –
-539,438
Closed -$3.86M
CLH icon
104
Clean Harbors
CLH
$12.7B
– –
-538,899
Closed -$38.6M
EHC icon
105
Encompass Health
EHC
$12.7B
– –
-13,315
Closed -$826K
FRPT icon
106
Freshpet
FRPT
$2.67B
– –
-296,624
Closed -$10.9M
HEES
107
DELISTED
H&E Equipment Services
HEES
– –
-310,467
Closed -$11.7M
LCII icon
108
LCI Industries
LCII
$2.43B
– –
-106,518
Closed -$8.82M
LKQ icon
109
LKQ Corp
LKQ
$8.31B
– –
-19,358
Closed -$613K
PLCE icon
110
Children's Place
PLCE
$155M
– –
-117,844
Closed -$15.1M
SMCI icon
111
Super Micro Computer
SMCI
$26.7B
– –
-13,255,780
Closed -$27.3M
UNFI icon
112
United Natural Foods
UNFI
$1.77B
– –
-51,972
Closed -$1.56M
ZUMZ icon
113
Zumiez
ZUMZ
$347M
– –
-526,917
Closed -$13.9M
CURO
114
DELISTED
CURO Group Holdings Corp.
CURO
– –
-752,259
Closed -$22.7M
EPAY
115
DELISTED
Bottomline Technologies Inc
EPAY
– –
-602,887
Closed -$43.8M
GSKY
116
DELISTED
GreenSky, Inc. Class A Common Stock
GSKY
– –
-1,161,067
Closed -$20.9M
ECHO
117
DELISTED
Echo Global Logistics, Inc.
ECHO
– –
-75,789
Closed -$2.35M
CARB
118
DELISTED
Carbonite Inc
CARB
– –
-262,950
Closed -$9.37M
SEND
119
DELISTED
SendGrid, Inc.
SEND
– –
-700,835
Closed -$25.8M
ESIO
120
DELISTED
Electro Scientific Industries
ESIO
– –
-743,401
Closed -$13M
XCRA
121
DELISTED
Xcerra Corporation
XCRA
– –
-774,404
Closed -$11.1M
EBIX
122
DELISTED
Ebix Inc
EBIX
– –
-167,640
Closed -$13.3M
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