HRCM
Hood River Capital Management Portfolio holdings
AUM
$7.16B
This Quarter Return
+12.76%
1 Year Return
+73.55%
3 Year Return
+445.89%
5 Year Return
+1,002.72%
10 Year Return
+7,216.95%
AUM
$4.83B
AUM Growth
+$4.83B
(+7.7%)
Cap. Flow
+$119M
Cap. Flow
% of AUM
2.46%
Top 10 Holdings %
Top 10 Hldgs %
26.66%
Holding
171
New
43
Increased
68
Reduced
33
Closed
27
Top Buys
| 1 |
MACOM Technology Solutions
MTSI
|
$57.9M |
| 2 |
Coherent
COHR
|
$55.5M |
| 3 |
MasTec
MTZ
|
$47.8M |
| 4 |
Fluor
FLR
|
$47.6M |
| 5 |
Clearwater Analytics
CWAN
|
$43.3M |
Top Sells
| 1 |
DraftKings
DKNG
|
$80.1M |
| 2 |
Western Alliance Bancorporation
WAL
|
$68.2M |
| 3 |
Vertiv
VRT
|
$66.9M |
| 4 |
Atkore
ATKR
|
$63.9M |
| 5 |
Onto Innovation
ONTO
|
$63.6M |
Sector Composition
| 1 | Industrials | 30.63% |
| 2 | Technology | 29.24% |
| 3 | Healthcare | 19.69% |
| 4 | Consumer Discretionary | 7.62% |
| 5 | Financials | 5.77% |
