HRCM

Hood River Capital Management Portfolio holdings

AUM $8.47B
1-Year Est. Return 95.52%
This Quarter Est. Return
1 Year Est. Return
+95.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.16B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$179M
2
+$102M
3
+$99.1M
4
LITE icon
Lumentum
LITE
+$94.5M
5
IREN icon
Iris Energy
IREN
+$74.2M

Top Sells

1
+$104M
2
+$82.2M
3
+$80M
4
BPMC
Blueprint Medicines
BPMC
+$79.7M
5
CCOI icon
Cogent Communications
CCOI
+$74.3M

Sector Composition

1 Technology 32.27%
2 Industrials 22.71%
3 Healthcare 20.67%
4 Financials 7.58%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRTH icon
126
Priority Technology Holdings
PRTH
$471M
$7.55M 0.11%
970,278
-105,888
EXE
127
Expand Energy Corp
EXE
$29.1B
$7.28M 0.1%
62,231
+2,670
KSPI icon
128
Kaspi.kz JSC
KSPI
$14.8B
$7.18M 0.1%
84,573
+9,549
DD icon
129
DuPont de Nemours
DD
$16.8B
$7.08M 0.1%
246,822
+9,734
CW icon
130
Curtiss-Wright
CW
$19.9B
$6.24M 0.09%
+12,772
BTBT icon
131
Bit Digital
BTBT
$735M
$5.7M 0.08%
+2,604,011
NHC icon
132
National Healthcare
NHC
$2.13B
$4.94M 0.07%
46,196
+2,141
TPR icon
133
Tapestry
TPR
$23B
$4.35M 0.06%
49,573
-43,854
SENS icon
134
Senseonics Holdings Inc
SENS
$256M
$3.77M 0.05%
+396,159
CCJ icon
135
Cameco
CCJ
$38.5B
$3.47M 0.05%
46,794
+24,907
RDVT icon
136
Red Violet
RDVT
$769M
$3.24M 0.05%
+65,757
CYH icon
137
Community Health Systems
CYH
$488M
$2.6M 0.04%
764,944
+2,977
ESTA icon
138
Establishment Labs
ESTA
$1.95B
$2.27M 0.03%
53,124
+30,825
CIB icon
139
Grupo Cibest SA
CIB
$15.3B
$1.79M 0.03%
38,836
+10,436
BAP icon
140
Credicorp
BAP
$20.8B
$1.34M 0.02%
+6,000
KRT icon
141
Karat Packaging
KRT
$450M
$774K 0.01%
+27,500
GDS icon
142
GDS Holdings
GDS
$6.44B
$773K 0.01%
+25,297
GRRR
143
Gorilla Technology Group
GRRR
$306M
$738K 0.01%
+37,100
STNE icon
144
StoneCo
STNE
$4.34B
$667K 0.01%
+41,600
SMWB icon
145
Similarweb
SMWB
$678M
$615K 0.01%
78,446
+13,446
PAGS icon
146
PagSeguro Digital
PAGS
$3.06B
$549K 0.01%
+57,000
ASIC
147
Ategrity Specialty Insurance
ASIC
$899M
$527K 0.01%
+24,501
IMVT icon
148
Immunovant
IMVT
$3.98B
$1.6K ﹤0.01%
100
-1,175,763
FLR icon
149
Fluor
FLR
$7.07B
– –
-1,122,875
FLS icon
150
Flowserve
FLS
$9.12B
– –
-853,580
4 5
6
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