HRCM
Hood River Capital Management Portfolio holdings
AUM
$7.16B
1-Year Return
73.55%
This Quarter Return
+37.23%
1 Year Return
+73.55%
3 Year Return
+445.89%
5 Year Return
+1,002.72%
10 Year Return
+7,216.95%
AUM
$3.02B
AUM Growth
+$718M
(+31%)
Cap. Flow
+$77.7M
Cap. Flow
% of AUM
2.57%
Top 10 Holdings %
Top 10 Hldgs %
24.07%
Holding
133
New
30
Increased
50
Reduced
18
Closed
28
Top Buys
| 1 |
Telos
TLS
|
+$59.5M |
| 2 |
Open Lending Corp
LPRO
|
+$46.6M |
| 3 |
Western Alliance Bancorporation
WAL
|
+$42.3M |
| 4 |
MasTec
MTZ
|
+$40M |
| 5 |
Cirrus Logic
CRUS
|
+$39.4M |
Top Sells
| 1 |
Plug Power
PLUG
|
+$166M |
| 2 |
Purple Innovation
PRPL
|
+$57.8M |
| 3 |
Tandem Diabetes Care
TNDM
|
+$42M |
| 4 |
IPHI
INPHI CORPORATION
IPHI
|
+$40.7M |
| 5 |
APi Group
APG
|
+$39.6M |
Sector Composition
| 1 | Technology | 27.77% |
| 2 | Healthcare | 23.88% |
| 3 | Industrials | 16.19% |
| 4 | Consumer Discretionary | 12.84% |
| 5 | Financials | 8.07% |