HRCM

Hood River Capital Management Portfolio holdings

AUM $9.12B
1-Year Est. Return 96.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+96.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.16B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$104M
3
+$88.5M
4
LITE icon
Lumentum
LITE
+$70.6M
5
KEX icon
Kirby Corp
KEX
+$68.3M

Top Sells

1
+$104M
2
+$82.2M
3
+$80M
4
BPMC
Blueprint Medicines
BPMC
+$79.7M
5
CCOI icon
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
1
$288M 4.03%
1,692,656
+138,269
2
$287M 4.01%
1,068,549
-58,267
3
$220M 3.07%
21,859,031
+592,314
4
$210M 2.93%
2,206,453
+994,551
5
$179M 2.5%
+8,302,495
6
$163M 2.28%
1,240,339
+773,013
7
$155M 2.16%
3,366,045
-86,028
8
$148M 2.06%
1,562,467
+30,119
9
$132M 1.84%
864,306
-77,017
10
$131M 1.82%
243,385
+4,905
11
$128M 1.79%
2,755,446
+324,140
12
$127M 1.78%
1,008,621
+213,833
13
$104M 1.45%
486,177
-10,417
14
$101M 1.41%
2,244,631
+594,529
15
$100M 1.4%
3,311,182
+581,324
16
$100M 1.4%
3,061,059
+61,852
17
$99.1M 1.38%
+4,519,134
18
$98.9M 1.38%
1,216,068
+368,386
19
$97.4M 1.36%
239,366
-18,235
20
$97.3M 1.36%
1,916,267
-246,288
21
$91.1M 1.27%
679,847
-115,924
22
$90.5M 1.26%
899,603
-658,683
23
$90.5M 1.26%
2,067,209
+502,240
24
$89.5M 1.25%
1,523,025
+23,416
25
$84.8M 1.18%
377,061
+3,903
1
2 3 4 5