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 | |
|---|---|---|---|---|---|---|
101
Kura Sushi USA
KRUS
$694M
| $20.5M | 0.24% |
345,010
-21,637
|
|
||
|
SQNS
102
Sequans Communications SA
SQNS
$47.2M
| $19.6M | 0.23% |
2,060,388
+649,072
|
|
||
103
Select Medical
SEM
$2.04B
| $19.5M | 0.23% |
1,521,648
-135,174
|
|
||
104
Hippo Holdings
HIPO
$740M
| $18.9M | 0.22% |
524,039
+34,796
|
|
||
105
Take-Two Interactive
TTWO
$38.9B
| $17.8M | 0.21% |
68,893
+3,444
|
|
||
|
SLDE
106
Slide Insurance Holdings
SLDE
$2.27B
| $17.1M | 0.2% |
1,084,716
-371,538
|
|
||
107
nLIGHT
LASR
$4.14B
| $16.8M | 0.2% |
+567,733
|
|
||
108
LoveSac
LOVE
$245M
| $16.5M | 0.2% |
976,038
-13,079
|
|
||
109
Guardant Health
GH
$11.5B
| $16.1M | 0.19% |
256,893
+11,192
|
|
||
110
Reddit
RDDT
$29.2B
| $15.4M | 0.18% |
+67,011
|
|
||
|
WBI
111
WaterBridge Infrastructure LLC
WBI
$1.33B
| $15.1M | 0.18% |
+600,031
|
|
||
|
ALM
112
Almonty Industries
ALM
$6.23B
| $14.6M | 0.17% |
+2,421,657
|
|
||
113
Corning
GLW
$146B
| $14.5M | 0.17% |
176,603
+8,502
|
|
||
114
Twilio
TWLO
$21.5B
| $14.1M | 0.17% |
140,739
+7,210
|
|
||
115
Antero Resources
AR
$11.8B
| $13.4M | 0.16% |
400,321
+18,615
|
|
||
116
Viking Holdings
VIK
$36.1B
| $12.9M | 0.15% |
208,104
-26,724
|
|
||
117
Unusual Machines
UMAC
$771M
| $12.7M | 0.15% |
+840,301
|
|
||
118
Sprouts Farmers Market
SFM
$6.86B
| $12.6M | 0.15% |
116,226
+5,483
|
|
||
119
PAR Technology
PAR
$554M
| $12.6M | 0.15% |
318,431
-55,750
|
|
||
120
Electronic Arts
EA
$50.7B
| $12M | 0.14% |
+59,342
|
|
||
121
CoStar Group
CSGP
$15.7B
| $11.6M | 0.14% |
+138,064
|
|
||
122
Vertiv
VRT
$123B
| $10.7M | 0.13% |
71,192
+3,540
|
|
||
123
Williams-Sonoma
WSM
$22.9B
| $10.4M | 0.12% |
53,451
+2,843
|
|
||
124
Butterfly Network
BFLY
$1.31B
| $10.4M | 0.12% |
5,406,126
+278,743
|
|
||
125
SoFi Technologies
SOFI
$23.4B
| $10.3M | 0.12% |
389,953
-292,177
|
|