Hood River Capital Management LLC Q1 2017 Filing
Filed May 9, 2017
Portfolio Value
$1.3T
Holdings
94
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (94 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMDADVANCED MICRO DEVICES INC | 3,665,438 | $53.3B | 4.00% | |
| 2 | NUVAGBPNUVASIVE INC | 590,950 | $44.1B | 3.31% | |
| 3 | MTZMASTEC INC | 1,058,228 | $42.4B | 3.18% | |
| 4 | WEAWESTERN ALLIANCE BANCORP | 715,046 | $35.1B | 2.63% | |
| 5 | ASGNON ASSIGNMENT INC | 711,188 | $34.5B | 2.59% | |
| 6 | IARTINTEGRA LIFESCIENCES HOLDING | 791,945 | $33.4B | 2.50% | |
| 7 | —CALLIDUS SOFTWARE INC | 1,505,753 | $32.1B | 2.41% | |
| 8 | —TIVITY HEALTH INC | 1,030,023 | $30.0B | 2.25% | |
| 9 | —MICROSEMI CORP | 541,730 | $27.9B | 2.09% | |
| 10 | BCBRUNSWICK CORP | 430,950 | $26.4B | 1.98% | |
| 11 | COHREURCOHERENT INC | 123,022 | $25.3B | 1.90% | |
| 12 | PWRQUANTA SERVICES | 657,613 | $24.4B | 1.83% | |
| 13 | ODFLOLD DOMINION FREIGHT LINE | 278,566 | $23.8B | 1.79% | |
| 14 | CRLCHARLES RIV LABORATORIES INTL | 257,817 | $23.2B | 1.74% | |
| 15 | PRAHPRA HEALTH SCIENCES INC | 343,879 | $22.4B | 1.68% | |
| 16 | RRNRED ROBIN GOURMET BURGERS | 362,889 | $21.2B | 1.59% | |
| 17 | WATTENERGOUS CORP | 1,304,415 | $20.3B | 1.53% | |
| 18 | —BANK OF THE OZARKS INC | 386,678 | $20.1B | 1.51% | |
| 19 | BERYEURBERRY GLOBAL GROUP INC | 411,895 | $20.0B | 1.50% | |
| 20 | FIVNFIVE9 INC | 1,191,705 | $19.6B | 1.47% | |
| 21 | WBSWEBSTER FINANCIAL CORP | 389,149 | $19.5B | 1.46% | |
| 22 | BECNUSDBEACON ROOFING SUPPLY INC | 387,566 | $19.1B | 1.43% | |
| 23 | WCGEURWELLCARE HEALTH PLANS | 134,905 | $18.9B | 1.42% | |
| 24 | —SWIFT TRANSPORTATION CO | 899,207 | $18.5B | 1.39% | |
| 25 | —BMC STOCK HOLDINGS INC | 816,141 | $18.4B | 1.38% | |
| 26 | HXLHEXCEL CORP | 331,706 | $18.1B | 1.36% | |
| 27 | GEGGEO GROUP INC | 389,580 | $18.1B | 1.36% | |
| 28 | LAURLAUREATE EDUCATION INC-A | 1,239,428 | $17.7B | 1.33% | |
| 29 | HCQAMN HEALTHCARE SERVICES INC | 425,689 | $17.3B | 1.30% | |
| 30 | TDOCTELADOC INC | 680,647 | $17.0B | 1.28% | |
| 31 | PIIMPINJ INC | 559,086 | $16.9B | 1.27% | |
| 32 | LCIILCI INDUSTRIES | 164,045 | $16.4B | 1.23% | |
| 33 | USCRUS CONCRETE INC | 252,752 | $16.3B | 1.22% | |
| 34 | GKDGRAND CANYON EDUCATION INC | 219,624 | $15.7B | 1.18% | |
| 35 | —NANOMETRICS INC | 510,485 | $15.5B | 1.17% | |
| 36 | GCOGENESCO INC | 270,403 | $15.0B | 1.13% | |
| 37 | ACLSAXCELIS TECHNOLOGIES INC | 794,552 | $14.9B | 1.12% | |
| 38 | NGVTINGEVITY CORP | 226,726 | $13.8B | 1.04% | |
| 39 | ZM3ZUMIEZ INC | 743,383 | $13.6B | 1.02% | |
| 40 | LHCGUSDLHC GROUP LLC | 252,054 | $13.6B | 1.02% | |
| 41 | CHGGCHEGG INC | 1,563,947 | $13.2B | 0.99% | |
| 42 | —NAVIGANT CONSULTING INC | 576,606 | $13.2B | 0.99% | |
| 43 | —ORBOTECH LTD | 389,870 | $12.6B | 0.94% | |
| 44 | CENXCENTURY ALUMINUM COMPANY | 970,569 | $12.3B | 0.92% | |
| 45 | MXMAGNACHIP SEMICONDUCTOR | 1,266,732 | $12.1B | 0.91% | |
| 46 | FMFFORMFACTOR INC | 1,004,427 | $11.9B | 0.89% | |
| 47 | LGNDLIGAND PHARMACEUTICALS | 108,859 | $11.5B | 0.86% | |
| 48 | IRBTQIROBOT CORP | 173,107 | $11.4B | 0.86% | |
| 49 | NLSUSDNAUTILUS INC | 626,381 | $11.4B | 0.86% | |
| 50 | PTENPATTERSON-UTI ENERGY INC | 455,688 | $11.1B | 0.83% | |
| 51 | AAOIAPPLIED OPTOELECTRONICS INC | 196,796 | $11.1B | 0.83% | |
| 52 | JRVRJAMES RIVER GROUP HOLDINGS L | 256,189 | $11.0B | 0.82% | |
| 53 | PATKPATRICK INDUSTRIES INC | 152,541 | $10.8B | 0.81% | |
| 54 | POOLPOOL CORPORATION | 89,885 | $10.7B | 0.80% | |
| 55 | PRTAPROTHENA CORP PLC | 188,936 | $10.5B | 0.79% | |
| 56 | MGNXMACROGENICS INC | 563,143 | $10.5B | 0.79% | |
| 57 | —TIER REIT INC | 601,135 | $10.4B | 0.78% | |
| 58 | —PRESIDIO INC | 672,784 | $10.4B | 0.78% | |
| 59 | HZOMARINEMAX INC | 478,159 | $10.4B | 0.78% | |
| 60 | TRHCEURTABULA RASA HEALTHCARE INC | 767,501 | $10.3B | 0.78% | |
| 61 | —ULTRATECH STEPPER INC | 348,194 | $10.3B | 0.77% | |
| 62 | EEFTEURONET WORLDWIDE INC | 116,632 | $10.0B | 0.75% | |
| 63 | CSGPCOSTAR GROUP INC | 47,290 | $9.8B | 0.74% | |
| 64 | KNSLKINSALE CAPITAL GROUP INC | 298,918 | $9.6B | 0.72% | |
| 65 | LOGMEURLOGMEIN INC | 92,860 | $9.1B | 0.68% | |
| 66 | VCRAUSDVOCERA COMMUNICATIONS INC | 353,283 | $8.8B | 0.66% | |
| 67 | —BOINGO WIRELESS INC | 660,045 | $8.6B | 0.64% | |
| 68 | —FINISAR CORP | 303,731 | $8.3B | 0.62% | |
| 69 | CA8ACACI INTERNATIONAL INC -CL A | 70,472 | $8.3B | 0.62% | |
| 70 | DXPEDXP ENTERPRISES INC | 214,088 | $8.1B | 0.61% | |
| 71 | DMRCDIGIMARC CORP | 298,397 | $8.1B | 0.60% | |
| 72 | —SMART & FINAL STORES INC | 641,455 | $7.8B | 0.58% | |
| 73 | MIC2EURMACQUARIE INFRASTRUCTURE CO | 94,674 | $7.6B | 0.57% | |
| 74 | RAREULTRAGENYX PHARMACEUTICAL INC | 109,629 | $7.4B | 0.56% | |
| 75 | 5TCTRUECAR INC | 454,002 | $7.0B | 0.53% | |
| 76 | RDWRRADWARE LTD | 430,161 | $7.0B | 0.52% | |
| 77 | —LIMELIGHT NETWORKS INC | 2,677,002 | $6.9B | 0.52% | |
| 78 | —CARBONITE INC | 337,415 | $6.8B | 0.51% | |
| 79 | AGIOAGIOS PHARMACEUTICALS INC | 116,218 | $6.8B | 0.51% | |
| 80 | PFPTPROOFPOINT INC | 88,773 | $6.6B | 0.50% | |
| 81 | PGTIUSDPGT INNOVATIONS INC | 582,720 | $6.3B | 0.47% | |
| 82 | AXTIAXT INC | 982,621 | $5.7B | 0.43% | |
| 83 | AIRGAIRGAIN INC | 356,435 | $5.4B | 0.41% | |
| 84 | BCOVUSDBRIGHTCOVE | 545,524 | $4.9B | 0.36% | |
| 85 | NBIXNEUROCRINE BIOSCIENCES INC | 109,314 | $4.7B | 0.36% | |
| 86 | WKHSEURWORKHORSE GROUP INC | 446,938 | $1.2B | 0.09% | |
| 87 | UNXLEURUNI-PIXEL INC | 996,762 | $847.0M | 0.06% | |
| 88 | MUMICRON TECHNOLOGY INC | 1,111 | $32.0M | 0.00% | |
| 89 | —DIALOG SEMICONDUCTOR PLC | 525 | $27.0M | 0.00% | |
| 90 | AMATAPPLIED MATERIALS INC | 638 | $25.0M | 0.00% | |
| 91 | INCYINCYTE CORP | 102 | $14.0M | 0.00% | |
| 92 | KLACK L A TENCOR CORP | 117 | $11.0M | 0.00% | |
| 93 | RPMRPM INTERNATIONAL INC | 107 | $6.0M | 0.00% | |
| 94 | —WHITEWAVE FOODS CO | 114 | $6.0M | 0.00% |