HRCM
Hood River Capital Management Portfolio holdings
AUM
$7.16B
1-Year Return
73.55%
This Quarter Return
+17.85%
1 Year Return
+73.55%
3 Year Return
+445.89%
5 Year Return
+1,002.72%
10 Year Return
+7,216.95%
AUM
$3.09B
AUM Growth
+$336M
(+12%)
Cap. Flow
+$121M
Cap. Flow
% of AUM
3.91%
Top 10 Holdings %
Top 10 Hldgs %
28.61%
Holding
131
New
26
Increased
65
Reduced
17
Closed
17
Top Buys
| 1 |
LUCK
Lucky Strike Entertainment Corporation
LUCK
|
+$46.3M |
| 2 |
Rogers Corp
ROG
|
+$41.5M |
| 3 |
Axcelis
ACLS
|
+$31.5M |
| 4 |
DraftKings
DKNG
|
+$31.5M |
| 5 |
Cogent Communications
CCOI
|
+$31.1M |
Top Sells
| 1 |
Celsius Holdings
CELH
|
+$82.6M |
| 2 |
Fabrinet
FN
|
+$53M |
| 3 |
Western Alliance Bancorporation
WAL
|
+$51M |
| 4 |
Credo Technology Group
CRDO
|
+$41.1M |
| 5 |
Scorpio Tankers
STNG
|
+$34.4M |
Sector Composition
| 1 | Technology | 26.41% |
| 2 | Industrials | 23.96% |
| 3 | Healthcare | 23.79% |
| 4 | Consumer Discretionary | 11.68% |
| 5 | Financials | 5.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Western Alliance Bancorporation
WAL
$9.77B
| – | – |
-855,625
| Closed | -$51M |
|
|
PRSU
127
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
| – | – |
-735,047
| Closed | -$17.9M |
|
|
INFN
128
DELISTED
Infinera Corporation Common Stock
INFN
| – | – |
-2,214,740
| Closed | -$14.9M |
|
|
XM
129
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
| – | – |
-41,083
| Closed | -$426K |
|