HRCM
Hood River Capital Management Portfolio holdings
AUM
$8.47B
1-Year Est. Return
95.52%
1 Year Est. Return
+95.52%
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 | 32.27% |
| 2 | Industrials | 22.71% |
| 3 | Healthcare | 20.67% |
| 4 | Financials | 7.58% |
| 5 | Consumer Discretionary | 5.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Coherent
COHR
$25.9B
| – | – |
-451,939
|
|
||
177
Core Scientific
CORZ
$4.91B
| – | – |
-1,760,170
|
|
||
178
China Yuchai International
CYD
$1.32B
| – | – |
-13,938
|
|
||
179
Cytokinetics
CYTK
$7.77B
| – | – |
-1,256,580
|
|
||
180
Vaxcyte
PCVX
$5.85B
| – | – |
-751,614
|
|
||
181
Qfin Holdings
QFIN
$2.55B
| – | – |
-26,300
|
|
||
|
NPB
182
Northpointe Bancshares
NPB
$608M
| – | – |
-455,646
|
|