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
$2.52B
AUM Growth
-$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$34.8M
3
+$33.1M
4
LNTH icon
Lantheus
LNTH
+$27.9M
5
CRDO icon
Credo Technology Group
CRDO
+$27M

Top Sells

1
+$64.1M
2
+$51.1M
3
+$50.9M
4
CNMD icon
CONMED
CNMD
+$41.4M
5
TFII icon
TFI International
TFII
+$38.1M

Sector Composition

1 Healthcare 24%
2 Industrials 22.59%
3 Technology 19.33%
4 Consumer Discretionary 10.69%
5 Financials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$116M 4.62%
5,339,118
+691,767
2
$100M 3.98%
598,586
+28,428
3
$99.2M 3.94%
1,501,938
+422,741
4
$79.4M 3.16%
1,138,393
-92,860
5
$74.8M 2.97%
1,043,554
+45,344
6
$68.3M 2.71%
1,205,083
+147,246
7
$58.3M 2.32%
3,532,517
-254,681
8
$55.7M 2.21%
788,369
-163,707
9
$54.8M 2.18%
1,970,924
+383,320
10
$52.7M 2.1%
1,193,245
-552,898
11
$49.6M 1.97%
216,025
+35,229
12
$44.6M 1.77%
1,273,015
-391,646
13
$42.3M 1.68%
526,885
-474,272
14
$40.1M 1.59%
536,801
+78,414
15
$39.3M 1.56%
421,726
+195,038
16
$39M 1.55%
1,172,464
+1,136,390
17
$36.3M 1.44%
330,213
-104,817
18
$36.1M 1.44%
1,058,085
+178,042
19
$36.1M 1.43%
631,988
+121,158
20
$35.9M 1.43%
589,544
+32,048
21
$34.8M 1.38%
514,651
+326,491
22
$34.8M 1.38%
238,670
+7,133
23
$34.8M 1.38%
+1,133,982
24
$33.8M 1.34%
491,068
-238,474
25
$33.5M 1.33%
851,905
+46,331
1
2 3 4 5