Hood River Capital Management LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$3.1T
Holdings
114
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (114 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LNTHLANTHEUS HOLDINGS INC | 1,633,626 | $134.9B | 4.37% | |
| 2 | MTZMASTEC INC | 1,227,943 | $116.0B | 3.76% | |
| 3 | AXONAXON ENTERPRISE INC | 467,561 | $105.1B | 3.40% | |
| 4 | FTAIFTAI AVIATION LTD | 3,512,690 | $98.2B | 3.18% | |
| 5 | EXLSEXLSERVICE HOLDINGS INC | 468,453 | $75.8B | 2.45% | |
| 6 | WNSNWNS HOLDINGS LTD ADR | 792,111 | $73.8B | 2.39% | |
| 7 | AXNX*AXONICS INC | 1,309,574 | $71.5B | 2.31% | |
| 8 | CALXCALIX INC. | 1,314,374 | $70.4B | 2.28% | |
| 9 | SEMSELECT MEDICAL HOLDINGS CORP | 2,693,137 | $69.6B | 2.25% | |
| 10 | TFIITFI INTERNATIONAL INC | 571,958 | $68.2B | 2.21% | |
| 11 | FIXCOMFORT SYSTEMS USA INC | 466,389 | $68.1B | 2.20% | |
| 12 | RMBS*RAMBUS INC | 1,198,294 | $61.4B | 1.99% | |
| 13 | CLHCLEAN HARBORS INC | 420,263 | $59.9B | 1.94% | |
| 14 | OPCHOPTION CARE HEALTH INC | 1,725,419 | $54.8B | 1.78% | |
| 15 | ACLSAXCELIS TECHNOLOGIES INC | 404,848 | $53.9B | 1.75% | |
| 16 | FIVNFIVE9 INC | 733,966 | $53.1B | 1.72% | |
| 17 | FCFSFIRSTCASH HOLDINGS INC | 555,758 | $53.0B | 1.72% | |
| 18 | SITMSITIME CORP | 371,469 | $52.8B | 1.71% | |
| 19 | EXPEAGLE MATERIALS INC | 358,597 | $52.6B | 1.70% | |
| 20 | HLITHARMONIC INC | 3,589,989 | $52.4B | 1.70% | |
| 21 | CELHCELSIUS HOLDINGS INC | 557,927 | $51.9B | 1.68% | |
| 22 | KEXKIRBY CORP | 700,255 | $48.8B | 1.58% | |
| 23 | KNSLKINSALE CAPITAL GROUP INC | 161,299 | $48.4B | 1.57% | |
| 24 | DCGODOCGO INC | 5,565,088 | $48.1B | 1.56% | |
| 25 | AEHRAEHR TEST SYSTEMS | 1,543,106 | $47.9B | 1.55% | |
| 26 | BOOTBOOT BARN HOLDINGS INC | 613,670 | $47.0B | 1.52% | |
| 27 | LUCKBOWLERO CORP | 2,732,960 | $46.3B | 1.50% | |
| 28 | ITCIEURINTRA-CELLULAR THERAPIES INC | 828,887 | $44.9B | 1.45% | |
| 29 | CZRCAESARS ENTERTAINMENT INC | 912,940 | $44.6B | 1.44% | |
| 30 | PLNTPLANET FITNESS INC - CL A | 551,156 | $42.8B | 1.39% | |
| 31 | RG6ROGERS CORP | 253,713 | $41.5B | 1.34% | |
| 32 | PLYAPLAYA HOTELS & RESORTS NV | 4,310,927 | $41.4B | 1.34% | |
| 33 | VMIVALMONT INDS INC | 127,265 | $40.6B | 1.32% | |
| 34 | NSYNICE LTD - SPON ADR | 170,739 | $39.1B | 1.27% | |
| 35 | GXOGXO LOGISTICS INC | 770,807 | $38.9B | 1.26% | |
| 36 | KRTXKARUNA THERAPEUTICS INC | 212,309 | $38.6B | 1.25% | |
| 37 | RXORXO INC | 1,916,453 | $37.6B | 1.22% | |
| 38 | KRYSKRYSTAL BIOTECH INC | 447,393 | $35.8B | 1.16% | |
| 39 | ONTOONTO INNOVATION INC | 383,331 | $33.7B | 1.09% | |
| 40 | WIREEURENCORE WIRE CORP | 174,829 | $32.4B | 1.05% | |
| 41 | DKNGDRAFTKINGS INC - CL A | 1,627,589 | $31.5B | 1.02% | |
| 42 | OGM1COGENT COMMUNICATIONS HOLDINGS INC | 488,062 | $31.1B | 1.01% | |
| 43 | LOVELOVESAC CO/THE | 1,044,929 | $30.2B | 0.98% | |
| 44 | INDIINDIE SEMICONDUCTOR INC-A | 2,830,580 | $29.9B | 0.97% | |
| 45 | HASIHANNON ARMSTRONG SUSTAINABLE | 1,042,961 | $29.8B | 0.97% | |
| 46 | HCIHCI GROUP INC | 532,607 | $28.5B | 0.92% | |
| 47 | SGRYSURGERY PARTNERS INC | 791,324 | $27.3B | 0.88% | |
| 48 | EVHEVOLENT HEALTH INC - A | 833,801 | $27.1B | 0.88% | |
| 49 | GKDGRAND CANYON EDUCATION INC | 235,235 | $26.8B | 0.87% | |
| 50 | DMLDENISON MINES CORP | 23,920,381 | $26.1B | 0.84% | |
| 51 | AXSMAXSOME THERAPEUTICS INC | 380,822 | $23.5B | 0.76% | |
| 52 | GTMZOOMINFO TECHNOLOGIES INC-A | 930,769 | $23.0B | 0.74% | |
| 53 | GDENGOLDEN ENTERTAINMENT INC | 520,856 | $22.7B | 0.73% | |
| 54 | FNKOFUNKO INC-CLASS A | 2,272,662 | $21.4B | 0.69% | |
| 55 | 7SUSUMMIT MATERIALS INC -CL A | 736,193 | $21.0B | 0.68% | |
| 56 | NBIXNEUROCRINE BIOSCIENCES INC | 206,044 | $20.9B | 0.68% | |
| 57 | ALKSALKERMES PLC | 731,630 | $20.6B | 0.67% | |
| 58 | BWINBRP GROUP INC-A | 777,189 | $19.8B | 0.64% | |
| 59 | ADTNADTRAN HOLDINGS INC | 1,229,598 | $19.5B | 0.63% | |
| 60 | IIIVI3 VERTICALS INC-CLASS A | 759,914 | $18.6B | 0.60% | |
| 61 | AMPSUSDALTUS POWER INC | 3,216,748 | $17.6B | 0.57% | |
| 62 | CYTKCYTOKINETICS INC | 486,272 | $17.1B | 0.55% | |
| 63 | DOCNDIGITALOCEAN HOLDINGS INC | 431,226 | $16.9B | 0.55% | |
| 64 | SIGSIGNET JEWELERS LTD | 207,558 | $16.1B | 0.52% | |
| 65 | ALHCALIGNMENT HEALTHCARE INC | 2,478,273 | $15.8B | 0.51% | |
| 66 | IPARINTER PARFUMS INC | 107,028 | $15.2B | 0.49% | |
| 67 | COHUCOHU INC | 388,478 | $14.9B | 0.48% | |
| 68 | VRDNVIRIDIAN THERAPEUTICS INC | 566,498 | $14.4B | 0.47% | |
| 69 | CERE1EURCEREVEL THERAPEUTICS HOLDING | 572,876 | $14.0B | 0.45% | |
| 70 | CERSCERUS CORP | 3,866,849 | $11.5B | 0.37% | |
| 71 | BLBLACKLINE INC | 171,030 | $11.5B | 0.37% | |
| 72 | TGTXTG THERAPEUTICS INC | 739,112 | $11.1B | 0.36% | |
| 73 | APLDAPPLIED DIGITAL CORP | 4,671,783 | $10.5B | 0.34% | |
| 74 | —TERRAN ORBITAL CORP | 5,684,536 | $10.5B | 0.34% | |
| 75 | HRMYHARMONY BIOSCIENCES HOLDINGS | 313,722 | $10.2B | 0.33% | |
| 76 | FIPFTAI INFRASTRUCTURE LLC | 3,120,701 | $9.4B | 0.30% | |
| 77 | NOGNORTHERN OIL AND GAS INC | 254,933 | $7.7B | 0.25% | |
| 78 | BEAMBEAM THERAPEUTICS INC | 237,607 | $7.3B | 0.24% | |
| 79 | PRPLPURPLE INNOVATION INC | 2,092,405 | $5.5B | 0.18% | |
| 80 | VERVVERVE THERAPEUTICS INC | 344,776 | $5.0B | 0.16% | |
| 81 | GFLGFL ENVIRONMENTAL INC-SUB VT | 134,303 | $4.6B | 0.15% | |
| 82 | CYHCOMMUNITY HEALTH SYSTEMS INC | 926,259 | $4.5B | 0.15% | |
| 83 | KZRKEZAR LIFE SCIENCES INC | 1,430,654 | $4.5B | 0.15% | |
| 84 | CDNSCADENCE DESIGNS SYSTEMS | 17,923 | $3.8B | 0.12% | |
| 85 | XPOFXPONENTIAL FITNESS INC-A | 112,750 | $3.4B | 0.11% | |
| 86 | DECKDECKERS OUTDOOR CORP | 6,407 | $2.9B | 0.09% | |
| 87 | AKTSQAKOUSTIS TECHNOLOGIES INC | 821,265 | $2.5B | 0.08% | |
| 88 | INSEINSPIRED ENTERTAINMENT INC | 180,837 | $2.3B | 0.07% | |
| 89 | AMDADVANCED MICRO DEVICES INC | 23,004 | $2.3B | 0.07% | |
| 90 | SKWDSKYWARD SPECIALTY INSURANCE | 99,772 | $2.2B | 0.07% | |
| 91 | AWMSKYWORKS SOLUTIONS INC | 16,455 | $1.9B | 0.06% | |
| 92 | MPWRMONOLITHIC POWER SYSTEMS INC | 3,849 | $1.9B | 0.06% | |
| 93 | MDXHMDXHEALTH SA-ADR | 578,025 | $1.9B | 0.06% | |
| 94 | CCOCAMECO CORP | 71,186 | $1.9B | 0.06% | |
| 95 | VMCVULCAN MATLS CO | 10,319 | $1.8B | 0.06% | |
| 96 | FWRGFIRST WATCH RESTAURANT GROUP | 105,900 | $1.7B | 0.06% | |
| 97 | PAYCPAYCOM SOFTWARE INC | 4,993 | $1.5B | 0.05% | |
| 98 | ADTADT INC | 195,398 | $1.4B | 0.05% | |
| 99 | DOCUDOCUSIGN INC | 18,285 | $1.1B | 0.03% | |
| 100 | APAAPA CORP | 27,657 | $997.0M | 0.03% |
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