HRCM
Hood River Capital Management Portfolio holdings
AUM
$8.47B
1-Year Est. Return
95.52%
This Fund
S&P 500
1 Year Est. Return
+95.52%
AUM
$7.16B
AUM Growth
+$1.3B
(+22%)
Holding
183
Top Buys
| 1 | +$179M | |
| 2 | +$102M | |
| 3 | +$99.1M | |
| 4 |
Lumentum
LITE
|
+$94.5M |
| 5 |
Iris Energy
IREN
|
+$74.2M |
Top Sells
| 1 | +$104M | |
| 2 | +$82.2M | |
| 3 | +$80M | |
| 4 |
BPMC
Blueprint Medicines
BPMC
|
+$79.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
LoveSac
LOVE
$194M
| $18M | 0.25% |
989,117
+146,911
|
|
||
102
Twilio
TWLO
$18.9B
| $16.6M | 0.23% |
133,529
+35,468
|
|
||
103
Symbotic
SYM
$6.24B
| $16.5M | 0.23% |
424,526
+59,005
|
|
||
104
Take-Two Interactive
TTWO
$44B
| $15.9M | 0.22% |
65,449
+37,844
|
|
||
105
Antero Resources
AR
$10.8B
| $15.4M | 0.21% |
381,706
+12,712
|
|
||
106
Ondas Inc
ONDS
$4.83B
| $14.5M | 0.2% |
+7,540,974
|
|
||
107
Xometry
XMTR
$3.23B
| $13.7M | 0.19% |
404,853
+92,741
|
|
||
108
Hippo Holdings
HIPO
$765M
| $13.7M | 0.19% |
+489,243
|
|
||
109
Guardant Health
GH
$14B
| $12.8M | 0.18% |
245,701
+9,637
|
|
||
110
Viking Holdings
VIK
$31.9B
| $12.5M | 0.17% |
234,828
-7,164
|
|
||
111
SoFi Technologies
SOFI
$30.7B
| $12.4M | 0.17% |
+682,130
|
|
||
112
Calix
CALX
$3.15B
| $12.2M | 0.17% |
+229,832
|
|
||
113
Parsons
PSN
$7.58B
| $11.2M | 0.16% |
+155,394
|
|
||
114
BioCryst Pharmaceuticals
BCRX
$1.66B
| $11.1M | 0.16% |
+1,243,934
|
|
||
115
Unity
U
$16.4B
| $11M | 0.15% |
+455,508
|
|
||
116
Rush Street Interactive
RSI
$1.68B
| $10.4M | 0.15% |
700,997
+25,908
|
|
||
117
Butterfly Network
BFLY
$1.04B
| $10.3M | 0.14% |
5,127,383
+176,515
|
|
||
118
RXO
RXO
$2.4B
| $10.2M | 0.14% |
650,815
-1,315,519
|
|
||
119
BBB Foods
TBBB
$3.96B
| $9.44M | 0.13% |
339,938
+25,227
|
|
||
120
Corning
GLW
$86.6B
| $8.84M | 0.12% |
168,101
+6,323
|
|
||
121
Amer Sports
AS
$20.5B
| $8.83M | 0.12% |
227,850
-49,936
|
|
||
122
Cadence Design Systems
CDNS
$80.5B
| $8.8M | 0.12% |
28,542
+1,191
|
|
||
123
Okta
OKTA
$15.2B
| $8.77M | 0.12% |
87,732
+3,499
|
|
||
124
Vertiv
VRT
$73.1B
| $8.69M | 0.12% |
+67,652
|
|
||
125
Williams-Sonoma
WSM
$24.6B
| $8.27M | 0.12% |
+50,608
|
|