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
$9.12B
AUM Growth
+$652M
(+7.7%)
Holding
198
Top Buys
| 1 | +$163M | |
| 2 | +$74.4M | |
| 3 | +$68.3M | |
| 4 |
Guardant Health
GH
|
+$64.6M |
| 5 |
Grand Canyon Education
LOPE
|
+$56.3M |
Top Sells
| 1 | +$142M | |
| 2 | +$110M | |
| 3 | +$108M | |
| 4 |
Lumentum
LITE
|
+$75.9M |
| 5 |
OKLO
Oklo
OKLO
|
+$74M |
Sector Composition
| 1 | Technology | 30.76% |
| 2 | Industrials | 23.39% |
| 3 | Healthcare | 21.93% |
| 4 | Financials | 7.74% |
| 5 | Consumer Discretionary | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Unusual Machines
UMAC
$529M
| $10.6M | 0.12% |
834,250
-6,051
|
|
||
127
MKS Inc
MKSI
$15.6B
| $9.41M | 0.1% |
+58,878
|
|
||
128
Williams-Sonoma
WSM
$23.8B
| $9.4M | 0.1% |
52,662
-789
|
|
||
129
Cytokinetics
CYTK
$7.42B
| $8.74M | 0.1% |
+137,597
|
|
||
130
Coherent
COHR
$52.6B
| $8.52M | 0.09% |
+46,186
|
|
||
131
SoFi Technologies
SOFI
$23.7B
| $7.64M | 0.08% |
291,690
-98,263
|
|
||
132
Curtiss-Wright
CW
$25.9B
| $7.34M | 0.08% |
13,309
-189
|
|
||
|
EXE
133
Expand Energy Corp
EXE
$26B
| $7.1M | 0.08% |
64,310
-1,153
|
|
||
134
Amer Sports
AS
$20.5B
| $6.87M | 0.08% |
184,045
-1,432
|
|
||
135
Viking Holdings
VIK
$33.9B
| $6.86M | 0.08% |
96,056
-112,048
|
|
||
136
Comstock
LODE
$229M
| $6.83M | 0.07% |
1,815,267
-17,880
|
|
||
137
Okta
OKTA
$12.9B
| $6.74M | 0.07% |
77,959
-800
|
|
||
138
National Healthcare
NHC
$2.65B
| $6.56M | 0.07% |
47,856
-563
|
|
||
139
Intuitive Machines
LUNR
$2.59B
| $6.54M | 0.07% |
+402,922
|
|
||
140
Amprius Technologies
AMPX
$1.52B
| $6.39M | 0.07% |
+809,744
|
|
||
141
Visteon
VC
$2.57B
| $5.72M | 0.06% |
60,161
-117,641
|
|
||
142
DraftKings
DKNG
$12.1B
| $5.14M | 0.06% |
+149,220
|
|
||
143
Cameco
CCJ
$51.3B
| $4.82M | 0.05% |
52,640
+7,801
|
|
||
|
Q
144
Qnity Electronics Inc
Q
$24.3B
| $4.38M | 0.05% |
+53,603
|
|
||
145
DuPont de Nemours
DD
$19.7B
| $4.31M | 0.05% |
107,214
-152,739
|
|
||
146
Establishment Labs
ESTA
$2.07B
| $4.25M | 0.05% |
58,309
+5,185
|
|
||
147
Red Violet
RDVT
$623M
| $3.96M | 0.04% |
69,465
-1,526
|
|
||
|
SQNS
148
Sequans Communications SA
SQNS
$48.3M
| $3.28M | 0.04% |
731,540
-1,328,848
|
|
||
149
Build-A-Bear
BBW
$602M
| $3.23M | 0.04% |
52,689
-754
|
|
||
150
Grupo Cibest SA
CIB
$15.8B
| $2.93M | 0.03% |
46,041
+7,205
|
|