Portfolio (Quarterly)
Guide ↗
Hood River Capital Management LLC
· CIK 0001578177| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | COHR | COHERENT INC | Technology | 46,186 | $8.5M | 0.09% | SOLD |
| 22 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 291,690 | $7.6M | 0.08% | SOLD |
| 23 | — | AMER SPORTS INC | — | 184,045 | $6.9M | 0.07% | SOLD |
| 24 | OKTA | OKTA INC | Technology | 77,959 | $6.7M | 0.07% | SOLD |
| 25 | LUNR | INTUITIVE MACHINES INC | Industrials | 402,922 | $6.5M | 0.07% | SOLD |
| 26 | VC | VISTEON CORP | Consumer Cyclical | 60,161 | $5.7M | 0.06% | SOLD |
| 27 | Q | QNITY ELECTRONICS INC | Technology | 53,603 | $4.4M | 0.05% | SOLD |
| 28 | RDVT | RED VIOLET INC | Technology | 69,465 | $4.0M | 0.04% | SOLD |
| 29 | BBW | BUILD-A-BEAR WORKSHOP INC | Consumer Cyclical | 52,689 | $3.2M | 0.04% | SOLD |
| 30 | — | KASPI KZ JSC | — | 24,258 | $1.9M | 0.02% | SOLD |
| 31 | PXED | PHOENIX EDUCATION PARTNERS I | Consumer Defensive | 56,223 | $1.7M | 0.02% | SOLD |
| 32 | — | OWLET INC | — | 35,000 | $567K | 0.01% | SOLD |
| 33 | — | IMPLANTICA AG-A SDR | — | 83,204 | $453K | 0.01% | SOLD |
| 34 | GRRR | GORILLA TECHNOLOGY GROUP INC | Technology | 37,100 | $405K | 0.00% | SOLD |
| 35 | NU | NU HOLDINGS LTD/CAYMAN ISL-A | Financial Services | 930 | $16K | — | SOLD |
| 36 | HDB | HDFC BANK LTD ADR | Financial Services | 395 | $14K | — | SOLD |
| 37 | — | ICICI BANK LTD SPON ADR | — | 480 | $14K | — | SOLD |
| 38 | KB | KB FINANCIAL GROUP INC-ADR | Financial Services | 119 | $10K | — | SOLD |
| 39 | SHG | SHINHAN FINANCIAL GROUP-ADR | Financial Services | 100 | $5K | — | SOLD |
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%