HRCM
Hood River Capital Management Portfolio holdings
AUM
$7.16B
This Quarter Return
+34.92%
1 Year Return
+73.55%
3 Year Return
+445.89%
5 Year Return
+1,002.72%
10 Year Return
+7,216.95%
AUM
$7.16B
AUM Growth
+$7.16B
(+22%)
Cap. Flow
+$280M
Cap. Flow
% of AUM
3.91%
Top 10 Holdings %
Top 10 Hldgs %
26.7%
Holding
183
New
39
Increased
69
Reduced
40
Closed
35
Top Buys
| 1 |
QXO
QXO Inc
QXO
|
$179M |
| 2 |
Ollie's Bargain Outlet
OLLI
|
$102M |
| 3 |
Clearwater Analytics
CWAN
|
$99.1M |
| 4 |
Lumentum
LITE
|
$94.5M |
| 5 |
Iris Energy
IREN
|
$74.2M |
Top Sells
| 1 |
New Fortress Energy
NFE
|
$104M |
| 2 |
Vishay Intertechnology
VSH
|
$82.2M |
| 3 |
SharkNinja
SN
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
176
Vishay Intertechnology
VSH
$2.1B
| – | – | -5,172,692 | Closed | -$82.2M |
|
177
Select Water Solutions
WTTR
$895M
| – | – | -730,137 | Closed | -$7.67M |
|
178
Reddit
RDDT
$42.1B
| – | – | -83,388 | Closed | -$8.75M |
|
|
INR
179
Infinity Natural Resources, Inc.
INR
$227M
| – | – | -305,425 | Closed | -$5.73M |
|
|
AIOT
180
PowerFleet, Inc. Common Stock
AIOT
$623M
| – | – | -555,551 | Closed | -$3.05M |
|
|
CON
181
Concentra Group Holdings Parent, Inc.
CON
$3.05B
| – | – | -265,914 | Closed | -$5.77M |
|
|
NPB
182
Northpointe Bancshares, Inc.
NPB
$612M
| – | – | -455,646 | Closed | -$6.58M |
|