Hood River Capital Management LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$1.7T
Holdings
98
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (98 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TDOCTELADOC HEALTH INC | 494,415 | $76.6B | 4.38% | |
| 2 | KNSLKINSALE CAPITAL GROUP INC | 648,753 | $67.8B | 3.88% | |
| 3 | TRHCEURTABULA RASA HEALTHCARE INC | 1,230,159 | $64.3B | 3.68% | |
| 4 | LITELUMENTUM HOLDINGS INC | 762,995 | $56.2B | 3.21% | |
| 5 | IPHIINPHI CORP | 660,301 | $52.3B | 2.99% | |
| 6 | BANDBANDWIDTH INC-CLASS A | 721,870 | $48.6B | 2.78% | |
| 7 | CRLCHARLES RIV LABORATORIES INTL | 381,603 | $48.2B | 2.75% | |
| 8 | PLUNPLUG POWER INC | 13,513,467 | $47.8B | 2.73% | |
| 9 | OGM1COGENT COMMUNICATIONS HOLDINGS INC | 568,036 | $46.6B | 2.66% | |
| 10 | —LIMELIGHT NETWORKS INC | 6,947,846 | $39.6B | 2.26% | |
| 11 | CHGGCHEGG INC | 1,005,668 | $36.0B | 2.06% | |
| 12 | LHCGUSDLHC GROUP LLC | 252,276 | $35.4B | 2.02% | |
| 13 | VICRVICOR CORP | 783,536 | $34.9B | 1.99% | |
| 14 | SEMSELECT MEDICAL HOLDINGS CORP | 2,204,072 | $33.1B | 1.89% | |
| 15 | NUVAGBPNUVASIVE INC | 582,624 | $29.5B | 1.69% | |
| 16 | NTRANATERA INC | 979,176 | $29.2B | 1.67% | |
| 17 | PDMPIEDMONT OFFICE REALTY TRU-A | 1,652,992 | $29.2B | 1.67% | |
| 18 | TNDMTANDEM DIABETES CARE INC | 422,526 | $27.2B | 1.55% | |
| 19 | MXMAGNACHIP SEMICONDUCTOR | 2,415,214 | $26.7B | 1.53% | |
| 20 | ACADACADIA PHARMEUTICALS INC | 590,364 | $24.9B | 1.43% | |
| 21 | —BOTTOMLINE TECHNOLOGIES DE | 667,925 | $24.5B | 1.40% | |
| 22 | —ANIXTER INTERNATIONAL INC | 270,798 | $23.8B | 1.36% | |
| 23 | CLHCLEAN HARBORS INC | 460,604 | $23.6B | 1.35% | |
| 24 | TFIITFI INTERNATIONAL INC | 1,068,379 | $23.6B | 1.35% | |
| 25 | KTOSKRATOS DEFENSE & SECURITY | 1,671,517 | $23.1B | 1.32% | |
| 26 | KNXKNIGHT-SWIFT TRANSPORTATION | 695,548 | $22.8B | 1.30% | |
| 27 | PLMRPALOMAR HOLDINGS INC | 391,866 | $22.8B | 1.30% | |
| 28 | FNFABRINET | 414,410 | $22.6B | 1.29% | |
| 29 | FRPTFRESHPET INC | 352,639 | $22.5B | 1.29% | |
| 30 | —QTS REALTY TRUST INC-CL A | 380,911 | $22.1B | 1.26% | |
| 31 | ITGRINTEGER HOLDINGS CORP | 337,915 | $21.2B | 1.21% | |
| 32 | IIPRINNOVATIVE INDUSTRIAL PROPER | 275,423 | $20.9B | 1.20% | |
| 33 | NSYNICE LTD - SPON ADR | 141,979 | $20.4B | 1.16% | |
| 34 | KLICKULICKE & SOFFA INDUSTRIES | 954,639 | $19.9B | 1.14% | |
| 35 | SIMOSILICON MOTION TECH CORP SPON ADR | 542,959 | $19.9B | 1.14% | |
| 36 | ADUSADDUS HOMECARE CORP | 284,986 | $19.3B | 1.10% | |
| 37 | AM6AMICUS THERAPEUTICS INC | 2,046,778 | $18.9B | 1.08% | |
| 38 | MDRXALLSCRIPTS HEALTHCARE SOLUTIONS | 2,656,741 | $18.7B | 1.07% | |
| 39 | IARTINTEGRA LIFESCIENCES HOLDING | 406,141 | $18.1B | 1.04% | |
| 40 | —CYPRESS SEMICONDUCTOR CORP | 772,089 | $18.0B | 1.03% | |
| 41 | KPTIEURKARYOPHARM THERAPEUTICS INC | 888,284 | $17.1B | 0.98% | |
| 42 | DYDYCOM INDUSTRIES INC | 659,355 | $16.9B | 0.97% | |
| 43 | FIVNFIVE9 INC | 218,251 | $16.7B | 0.95% | |
| 44 | INFNEURINFINERA CORP | 3,061,824 | $16.2B | 0.93% | |
| 45 | ONTOONTO INNOVATION INC | 535,691 | $15.9B | 0.91% | |
| 46 | CSGPCOSTAR GROUP INC | 26,155 | $15.4B | 0.88% | |
| 47 | EXPEAGLE MATERIALS INC | 242,348 | $14.2B | 0.81% | |
| 48 | —FIRST CASH FINANCIAL SERVICES INC | 191,685 | $13.8B | 0.79% | |
| 49 | PCTYPAYLOCITY HOLDING CORP | 152,804 | $13.5B | 0.77% | |
| 50 | STNGSCORPIO TANKERS INC | 683,700 | $13.1B | 0.75% | |
| 51 | CHRSCOHERUS BIOSCIENCES INC | 736,555 | $11.9B | 0.68% | |
| 52 | ENOVCOLFAX CORP | 597,588 | $11.8B | 0.68% | |
| 53 | NWENORTHWESTERN CORP | 193,830 | $11.6B | 0.66% | |
| 54 | ESPRESPERION THERAPEUTICS INC | 355,328 | $11.2B | 0.64% | |
| 55 | —ECHO GLOBAL LOGISTICS INC | 640,199 | $10.9B | 0.62% | |
| 56 | —DIAMOND EAGLE ACQUISIT-CL A | 869,815 | $10.7B | 0.61% | |
| 57 | KRNTKORNIT DIGITAL LTD | 422,506 | $10.5B | 0.60% | |
| 58 | HQYHEALTHEQUITY INC | 206,221 | $10.4B | 0.60% | |
| 59 | GLOBGLOBANT SA | 115,251 | $10.1B | 0.58% | |
| 60 | GLUUGLU MOBILE INC | 1,592,644 | $10.0B | 0.57% | |
| 61 | XLRNACCELERON PHARMA INC | 109,664 | $9.9B | 0.56% | |
| 62 | —TRISTATE CAPITAL HOLDINGS INC | 1,008,726 | $9.8B | 0.56% | |
| 63 | NBIXNEUROCRINE BIOSCIENCES INC | 110,040 | $9.5B | 0.54% | |
| 64 | SNDRSCHNEIDER NATIONAL INC-CL B | 489,650 | $9.5B | 0.54% | |
| 65 | NSANATIONAL STORAGE AFFILIATES | 319,733 | $9.5B | 0.54% | |
| 66 | KRTXKARUNA THERAPEUTICS INC | 126,843 | $9.1B | 0.52% | |
| 67 | HASIHANNON ARMSTRONG SUSTAINABLE | 428,912 | $8.8B | 0.50% | |
| 68 | MGNXMACROGENICS INC | 1,488,542 | $8.7B | 0.50% | |
| 69 | CIENCIENA CORP | 217,335 | $8.7B | 0.49% | |
| 70 | RPDRAPID7 INC | 198,413 | $8.6B | 0.49% | |
| 71 | EMEEMCOR GROUP INC | 139,559 | $8.6B | 0.49% | |
| 72 | AGIOAGIOS PHARMACEUTICALS INC | 234,738 | $8.3B | 0.48% | |
| 73 | DMRCDIGIMARC CORP | 628,355 | $8.2B | 0.47% | |
| 74 | —NEOPHOTONICS CORP | 1,119,584 | $8.1B | 0.46% | |
| 75 | AMKRAMKOR TECHNOLOGY INC | 992,887 | $7.7B | 0.44% | |
| 76 | SLPSIMULATIONS PLUS INC | 217,902 | $7.6B | 0.43% | |
| 77 | —MEDALLIA INC | 374,727 | $7.5B | 0.43% | |
| 78 | ENPHENPHASE ENERGY INC | 192,642 | $6.2B | 0.36% | |
| 79 | PRPLPURPLE INNOVATION INC | 1,093,578 | $6.2B | 0.36% | |
| 80 | GTLSCHART INDUSTRIES INC | 210,831 | $6.1B | 0.35% | |
| 81 | 7SUSUMMIT MATERIALS INC -CL A | 379,070 | $5.7B | 0.32% | |
| 82 | TPCTUTOR PERINI CORP | 831,809 | $5.6B | 0.32% | |
| 83 | —ZOGENIX INC | 210,000 | $5.2B | 0.30% | |
| 84 | WIREEURENCORE WIRE CORP | 120,981 | $5.1B | 0.29% | |
| 85 | ZM3ZUMIEZ INC | 292,854 | $5.1B | 0.29% | |
| 86 | PARPAR TECHNOLOGY CORP/DEL | 227,391 | $2.9B | 0.17% | |
| 87 | —PROFESSIONAL HOLDING CORP A | 150,297 | $2.4B | 0.14% | |
| 88 | AMDADVANCED MICRO DEVICES INC | 45,155 | $2.1B | 0.12% | |
| 89 | —ELDORADO RESORT | 119,550 | $1.7B | 0.10% | |
| 90 | PFPTPROOFPOINT INC | 7,959 | $817.0M | 0.05% | |
| 91 | LOVELOVESAC CO/THE | 133,652 | $779.0M | 0.04% | |
| 92 | MLMMARTIN MARIETTA MATERIALS | 4,009 | $759.0M | 0.04% | |
| 93 | CDNSCADENCE DESIGNS SYSTEMS | 8,582 | $567.0M | 0.03% | |
| 94 | VMCVULCAN MATLS CO | 5,210 | $563.0M | 0.03% | |
| 95 | —API GROUP CORP | 55,000 | $385.0M | 0.02% | |
| 96 | TSCOTRACTOR SUPPLY CO | 4,468 | $378.0M | 0.02% | |
| 97 | AKAMAKAMAI TECHNOLOGIES INC | 3,445 | $315.0M | 0.02% | |
| 98 | FIXCOMFORT SYSTEMS USA INC | 1,678 | $61.0M | 0.00% |