Portfolio (Quarterly)
Guide ↗
Hood River Capital Management LLC
· CIK 0001578177| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | UAMY | UNITED STATES ANTIMONY CORP | Basic Materials | 2,759,376.0 | $24.1M | 0.24% | +354K | +14.7% | $8.73 | -10.5% |
| 62 | TTWO | TAKE-TWO INTERACTIVE SOFTWRE | Communication Services | 116,233.0 | $23.0M | 0.23% | +48K | +71.2% | $197.50 | +7.6% |
| 63 | SLDE | SLIDE INSURANCE HOLDINGS INC | Financial Services | 1,252,990.0 | $22.6M | 0.23% | +181K | +16.9% | $18.00 | -8.3% |
| 64 | — | SOLENO THERAPEUTICS INC | — | 623,421.0 | $20.9M | 0.21% | +5K | +0.9% | $33.48 | — |
| 65 | RYTM | RHYTHM PHARMACEUTICALS INC | Healthcare | 239,912.0 | $20.9M | 0.21% | +3K | +1.2% | $86.97 | -1.2% |
| 66 | SN | SHARKNINJA INC | Consumer Cyclical | 194,328.0 | $20.6M | 0.21% | +194K | +10000.0% | $105.90 | +11.7% |
| 67 | AR | ANTERO RESOURCES CORP | Energy | 461,353.0 | $19.6M | 0.20% | +67K | +16.9% | $42.44 | -16.3% |
| 68 | — | COMSTOCK INC | — | 6,284,958.0 | $19.2M | 0.19% | +4.5M | +246.2% | $3.05 | — |
| 69 | RKLB | ROCKET LAB CORP | Industrials | 283,202.0 | $18.2M | 0.18% | +41K | +17.0% | $64.22 | +77.0% |
| 70 | WBI | WATERBRIDGE INFRASTRUC-CL A | Energy | 620,574.0 | $16.6M | 0.17% | +12K | +2.0% | $26.79 | +9.9% |
| 71 | AMPX | AMPRIUS TECHNOLOGIES INC | Industrials | 949,147.0 | $16.0M | 0.16% | +139K | +17.2% | $16.86 | +11.7% |
| 72 | MKSI | MKS INC | Technology | 69,437.0 | $16.0M | 0.16% | +11K | +17.9% | $229.81 | +35.8% |
| 73 | — | HIPPO HOLDINGS INC | — | 608,259.0 | $15.9M | 0.16% | +90K | +17.3% | $26.06 | — |
| 74 | KMTS | KESTRA MEDICAL TECHNOLOGIES | Healthcare | 655,877.0 | $13.1M | 0.13% | +95K | +17.0% | $19.93 | -1.0% |
| 75 | RL | RALPH LAUREN | Consumer Cyclical | 37,180.0 | $12.8M | 0.13% | +6K | +17.7% | $343.99 | +8.4% |
| 76 | CW | CURTISS WRIGHT CORP | Industrials | 15,643.0 | $10.7M | 0.11% | +2K | +17.5% | $681.12 | +5.9% |
| 77 | RDDT | REDDIT INC-CL A | Communication Services | 77,832.0 | $10.5M | 0.10% | +12K | +17.4% | $134.65 | +27.1% |
| 78 | DKNG | DRAFTKINGS INC - CL A | Consumer Cyclical | 454,105.0 | $9.8M | 0.10% | +305K | +204.3% | $21.62 | +14.6% |
| 79 | NHC | NATIONAL HEALTHCARE CORP | Healthcare | 55,874.0 | $8.9M | 0.09% | +8K | +16.8% | $159.70 | +17.6% |
| 80 | — | VIKING HOLDINGS LTD | — | 112,754.0 | $8.3M | 0.08% | +17K | +17.4% | $73.48 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Industrials
30.0%
Technology
26.5%
Healthcare
21.1%
Financial Services
7.3%
Consumer Cyclical
7.2%
Consumer Defensive
2.6%
Energy
2.1%
Basic Materials
1.9%
Communication Services
0.7%
Utilities
0.6%