HRCM

Hood River Capital Management Portfolio holdings

AUM $7.16B
1-Year Est. Return 73.55%
This Quarter Est. Return
1 Year Est. Return
+73.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$23.9M
3
+$23.1M
4
COHR
Coherent Inc
COHR
+$17.6M
5
MLKN icon
MillerKnoll
MLKN
+$15.8M

Top Sells

1
+$33.8M
2
+$29.8M
3
+$23.2M
4
EEFT icon
Euronet Worldwide
EEFT
+$22.9M
5
MXL icon
MaxLinear
MXL
+$21.5M

Sector Composition

1 Healthcare 25.19%
2 Technology 24.92%
3 Industrials 17.85%
4 Consumer Discretionary 11.03%
5 Consumer Staples 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.8M 3.01%
954,906
-36,215
2
$59.6M 3%
1,276,219
-447,009
3
$55.7M 2.8%
350,368
+208,942
4
$47.8M 2.41%
528,457
+89,645
5
$47.4M 2.38%
326,175
+14,243
6
$44.3M 2.23%
511,603
-18,721
7
$42.7M 2.15%
102,786
+4,311
8
$40.5M 2.04%
567,843
+16,394
9
$40.1M 2.02%
834,245
-294,080
10
$39.4M 1.98%
146,222
-5,322
11
$38.6M 1.94%
731,141
-28,775
12
$37.7M 1.9%
1,317,969
-72,821
13
$36.1M 1.82%
946,986
-38,687
14
$36M 1.81%
525,317
-4,421
15
$35.9M 1.81%
432,012
+29,743
16
$35.8M 1.8%
313,007
+9,039
17
$35M 1.76%
750,160
-31,530
18
$34.3M 1.73%
1,702,566
-69,866
19
$33.5M 1.68%
1,018,613
-38,214
20
$32.6M 1.64%
274,157
-123,214
21
$32.2M 1.62%
290,356
+84,667
22
$31.8M 1.6%
628,446
-28,439
23
$30.9M 1.56%
548,030
+135,930
24
$29.1M 1.46%
889,172
-295,935
25
$27.9M 1.4%
3,677,154
+925,582
1
2 3 4 5