HRCM
Hood River Capital Management Portfolio holdings
AUM
$7.16B
1-Year Est. Return
73.55%
1 Year Est. Return
+73.55%
AUM
$7.16B
AUM Growth
+$1.3B
(+22%)
Holding
183
Top Buys
| 1 | +$179M | |
| 2 | +$102M | |
| 3 | +$99.1M | |
| 4 |
Lumentum
LITE
|
+$94.5M |
| 5 |
Iris Energy
IREN
|
+$74.2M |
Top Sells
| 1 | +$104M | |
| 2 | +$82.2M | |
| 3 | +$80M | |
| 4 |
BPMC
Blueprint Medicines
BPMC
|
+$79.7M |
| 5 |
Cogent Communications
CCOI
|
+$74.3M |
Sector Composition
| 1 | Technology | 33.08% |
| 2 | Industrials | 22.71% |
| 3 | Healthcare | 20.62% |
| 4 | Financials | 7.58% |
| 5 | Consumer Discretionary | 5.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vishay Intertechnology
VSH
$2.33B
| – | – |
-5,172,692
|
|
||
177
Select Water Solutions
WTTR
$1.19B
| – | – |
-730,137
|
|
||
178
Reddit
RDDT
$37.9B
| – | – |
-83,388
|
|
||
|
INR
179
Infinity Natural Resources
INR
$189M
| – | – |
-305,425
|
|
||
|
AIOT
180
PowerFleet Inc
AIOT
$739M
| – | – |
-555,551
|
|
||
|
CON
181
Concentra Group Holdings
CON
$2.6B
| – | – |
-265,914
|
|
||
|
NPB
182
Northpointe Bancshares
NPB
$588M
| – | – |
-455,646
|
|