HRCM
Hood River Capital Management Portfolio holdings
AUM
$7.16B
1-Year Return
73.55%
This Quarter Return
+25.13%
1 Year Return
+73.55%
3 Year Return
+445.89%
5 Year Return
+1,002.72%
10 Year Return
+7,216.95%
AUM
$4.48B
AUM Growth
+$846M
(+23%)
Cap. Flow
+$353M
Cap. Flow
% of AUM
7.87%
Top 10 Holdings %
Top 10 Hldgs %
27.82%
Holding
157
New
35
Increased
69
Reduced
21
Closed
29
Top Buys
| 1 |
Atkore
ATKR
|
+$63.9M |
| 2 |
Q2 Holdings
QTWO
|
+$62.8M |
| 3 |
Viking Therapeutics
VKTX
|
+$55.1M |
| 4 |
Amer Sports
AS
|
+$47.8M |
| 5 |
Coherent
COHR
|
+$40.6M |
Top Sells
| 1 |
AXNX
Axonics, Inc. Common Stock
AXNX
|
+$80.8M |
| 2 |
Modine Manufacturing
MOD
|
+$58.2M |
| 3 |
Rapid7
RPD
|
+$53.1M |
| 4 |
Celsius Holdings
CELH
|
+$41.8M |
| 5 |
Fabrinet
FN
|
+$37.8M |
Sector Composition
| 1 | Industrials | 29.14% |
| 2 | Technology | 27.69% |
| 3 | Healthcare | 16.37% |
| 4 | Consumer Discretionary | 9.36% |
| 5 | Financials | 8.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
EXAI
126
DELISTED
Exscientia Plc American Depositary Shares
EXAI
| $11.4K | ﹤0.01% |
2,000
| – | – |
|
127
ACM Research
ACMR
$1.93B
| – | – |
-3,388
| Closed | -$66.2K |
|
128
Aehr Test Systems
AEHR
$804M
| – | – |
-936,835
| Closed | -$24.9M |
|
129
Altisource Portfolio Solutions
ASPS
$127M
| – | – |
-1,189
| Closed | -$33.9K |
|
130
AtriCure
ATRC
$1.82B
| – | – |
-841,102
| Closed | -$30M |
|
131
Cameco
CCJ
$35.1B
| – | – |
-82,724
| Closed | -$3.57M |
|
132
CONMED
CNMD
$1.66B
| – | – |
-242,218
| Closed | -$26.5M |
|
133
DocGo
DCGO
$151M
| – | – |
-6,103,476
| Closed | -$34.1M |
|
134
Ducommun
DCO
$1.4B
| – | – |
-189,088
| Closed | -$9.84M |
|
135
Enovix
ENVX
$1.72B
| – | – |
-1,787,520
| Closed | -$19.6M |
|
|
136
Fabrinet
FN
$12.9B
| – | – |
-198,646
| Closed | -$37.8M |
|
137
Gambling.com
GAMB
$290M
| – | – |
-81,263
| Closed | -$792K |
|
138
Green Plains
GPRE
$655M
| – | – |
-1,067,557
| Closed | -$26.9M |
|
139
Kulicke & Soffa
KLIC
$2.02B
| – | – |
-358,853
| Closed | -$19.6M |
|
140
KraneShares Global Carbon Strategy ETF
KRBN
$165M
| – | – |
-550
| Closed | -$20.1K |
|
141
NeoGenomics
NEO
$1.06B
| – | – |
-734,714
| Closed | -$11.9M |
|
142
Okta
OKTA
$16.2B
| – | – |
-21,928
| Closed | -$1.99M |
|
143
On Holding
ONON
$14.1B
| – | – |
-1,021
| Closed | -$27.5K |
|
144
Pure Storage
PSTG
$26.9B
| – | – |
-32,753
| Closed | -$1.17M |
|
|
145
Rapid7
RPD
$1.29B
| – | – |
-930,523
| Closed | -$53.1M |
|
146
Select Medical
SEM
$1.58B
| – | – |
-826,570
| Closed | -$10.5M |
|
147
Skyward Specialty Insurance
SKWD
$1.92B
| – | – |
-274,755
| Closed | -$9.31M |
|
148
Vulcan Materials
VMC
$39.6B
| – | – |
-11,938
| Closed | -$2.71M |
|
149
WNS Holdings
WNS
$3.25B
| – | – |
-128,670
| Closed | -$8.13M |
|
|
BWIN
150
Baldwin Insurance Group
BWIN
$2.23B
| – | – |
-263,254
| Closed | -$6.32M |
|