HRCM
Hood River Capital Management Portfolio holdings
AUM
$9.12B
1-Year Est. Return
96.12%
This Fund
S&P 500
1 Year Est. Return
+96.12%
AUM
$9.12B
AUM Growth
+$652M
(+7.7%)
Holding
198
Top Buys
| 1 | +$163M | |
| 2 | +$74.4M | |
| 3 | +$68.3M | |
| 4 |
Guardant Health
GH
|
+$64.6M |
| 5 |
Grand Canyon Education
LOPE
|
+$56.3M |
Top Sells
| 1 | +$142M | |
| 2 | +$110M | |
| 3 | +$108M | |
| 4 |
Lumentum
LITE
|
+$75.9M |
| 5 |
OKLO
Oklo
OKLO
|
+$74M |
Sector Composition
| 1 | Technology | 30.76% |
| 2 | Industrials | 23.39% |
| 3 | Healthcare | 21.93% |
| 4 | Financials | 7.74% |
| 5 | Consumer Discretionary | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Kirby Corp
KEX
$7.11B
| – | – |
-325,050
|
|
||
177
Kornit Digital
KRNT
$706M
| – | – |
-1,928,795
|
|
||
178
MINISO
MNSO
$5.04B
| – | – |
-34,470
|
|
||
|
OPRA
179
Opera Ltd
OPRA
$1.37B
| – | – |
-83,413
|
|
||
180
Parsons
PSN
$6.99B
| – | – |
-853,320
|
|
||
181
Red Cat Holdings
RCAT
$1.76B
| – | – |
-3,498,918
|
|
||
182
Sprouts Farmers Market
SFM
$7.23B
| – | – |
-116,226
|
|
||
183
Tandem Diabetes Care
TNDM
$1.66B
| – | – |
-2,551,644
|
|
||
|
VNET
184
VNET Group
VNET
$2.59B
| – | – |
-101,000
|
|
||
|
VRNA
185
DELISTED
Verona Pharma
VRNA
| – | – |
-18,882
|
|
||
186
Varonis Systems
VRNS
$2.75B
| – | – |
-1,908,011
|
|
||
187
Vertiv
VRT
$93.5B
| – | – |
-71,192
|
|
||
|
OKLO
188
Oklo
OKLO
$9.67B
| – | – |
-662,576
|
|
||
|
WAY
189
Waystar Holding Corp
WAY
$5.03B
| – | – |
-1,012,172
|
|
||
|
AKRO
190
DELISTED
Akero Therapeutics
AKRO
| – | – |
-178,549
|
|
||
191
Aurinia Pharmaceuticals
AUPH
$1.88B
| – | – |
-269,312
|
|
||
192
BioCryst Pharmaceuticals
BCRX
$2.16B
| – | – |
-3,620,261
|
|
||
193
Ceco Environmental
CECO
$2B
| – | – |
-492,374
|
|
||
194
CoStar Group
CSGP
$19.8B
| – | – |
-138,064
|
|
||
195
Electronic Arts
EA
$50.2B
| – | – |
-59,342
|
|