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
$8.47B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$92.9M
3
+$90.8M
4
HUT
Hut 8
HUT
+$69.1M
5
EWBC icon
East-West Bancorp
EWBC
+$67.2M

Top Sells

1
+$262M
2
+$238M
3
+$165M
4
CYBR icon
CyberArk
CYBR
+$97.4M
5
CECO icon
Ceco Environmental
CECO
+$74.2M

Sector Composition

1 Technology 35.02%
2 Industrials 20.74%
3 Healthcare 18.5%
4 Financials 8.04%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRRR
151
Gorilla Technology Group
GRRR
$308M
$685K 0.01%
37,100
NP
152
Neptune Insurance Holdings
NP
$3.19B
$665K 0.01%
+35,000
IMVT icon
153
Immunovant
IMVT
$3.99B
$1.61K ﹤0.01%
100
TPR icon
154
Tapestry
TPR
$23.1B
– –
-49,573
GTM
155
ZoomInfo Technologies
GTM
$3.16B
– –
-2,858,740
TBBB icon
156
BBB Foods
TBBB
$3.85B
– –
-339,938
NNE
157
Nano Nuclear Energy
NNE
$1.67B
– –
-925,926
HNGE
158
Hinge Health
HNGE
$3.66B
– –
-495,939
ASIC
159
Ategrity Specialty Insurance
ASIC
$897M
– –
-24,501
AMSC icon
160
American Superconductor
AMSC
$1.43B
– –
-1,168,906
BTBT icon
161
Bit Digital
BTBT
$735M
– –
-2,604,011
CDNS icon
162
Cadence Design Systems
CDNS
$90.1B
– –
-28,542
CDNA icon
163
CareDx
CDNA
$929M
– –
-1,765,981
CYH icon
164
Community Health Systems
CYH
$489M
– –
-764,944
CYBR icon
165
CyberArk
CYBR
$23.4B
– –
-239,366
FIP icon
166
FTAI Infrastructure
FIP
$551M
– –
-5,987,061
FROG icon
167
JFrog
FROG
$7.32B
– –
-1,050,743
GDS icon
168
GDS Holdings
GDS
$6.42B
– –
-25,297
GTLS icon
169
Chart Industries
GTLS
$9.21B
– –
-249,733
KNF icon
170
Knife River
KNF
$4.33B
– –
-516,866
KRT icon
171
Karat Packaging
KRT
$451M
– –
-27,500
LNTH icon
172
Lantheus
LNTH
$3.97B
– –
-407,177
MLTX icon
173
MoonLake Immunotherapeutics
MLTX
$954M
– –
-675,445
PAGS icon
174
PagSeguro Digital
PAGS
$3.02B
– –
-57,000
PRTH icon
175
Priority Technology Holdings
PRTH
$467M
– –
-970,278
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