HRCM
Hood River Capital Management Portfolio holdings
AUM
$7.16B
1-Year Return
73.55%
This Quarter Return
-6.48%
1 Year Return
+73.55%
3 Year Return
+445.89%
5 Year Return
+1,002.72%
10 Year Return
+7,216.95%
AUM
$5.86B
AUM Growth
-$912M
(-13%)
Cap. Flow
-$179M
Cap. Flow
% of AUM
-3.05%
Top 10 Holdings %
Top 10 Hldgs %
21.42%
Holding
190
New
31
Increased
90
Reduced
22
Closed
46
Top Buys
| 1 |
Chart Industries
GTLS
|
+$54.4M |
| 2 |
Transmedics
TMDX
|
+$53.5M |
| 3 |
FirstCash
FCFS
|
+$51.6M |
| 4 |
Lumentum
LITE
|
+$51.2M |
| 5 |
Rambus
RMBS
|
+$48.9M |
Top Sells
| 1 |
FTAI Aviation
FTAI
|
+$178M |
| 2 |
Axon Enterprise
AXON
|
+$94.9M |
| 3 |
Diodes
DIOD
|
+$72M |
| 4 |
Victoria's Secret
VSCO
|
+$71.4M |
| 5 |
Semtech
SMTC
|
+$61.9M |
Sector Composition
| 1 | Technology | 29.34% |
| 2 | Healthcare | 27.26% |
| 3 | Industrials | 17.29% |
| 4 | Financials | 7.3% |
| 5 | Consumer Discretionary | 5.77% |
