Hood River Capital Management LLC Q2 2018 Filing
Filed July 30, 2018
Portfolio Value
$1.9T
Holdings
96
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (96 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LITELUMENTUM HOLDINGS INC | 1,074,020 | $62.2B | 3.19% | |
| 2 | MTZMASTEC INC | 1,001,942 | $50.8B | 2.61% | |
| 3 | —BIOTELEMETRY INC | 1,109,786 | $49.9B | 2.56% | |
| 4 | ODFLOLD DOMINION FREIGHT LINE | 332,849 | $49.6B | 2.55% | |
| 5 | TDOCTELADOC INC | 823,265 | $47.8B | 2.45% | |
| 6 | —ELDORADO RESORT | 1,162,378 | $45.4B | 2.33% | |
| 7 | NUVAGBPNUVASIVE INC | 866,653 | $45.2B | 2.32% | |
| 8 | LGNDLIGAND PHARMACEUTICALS | 211,152 | $43.7B | 2.25% | |
| 9 | NVRIHARSCO CORP | 1,881,988 | $41.6B | 2.14% | |
| 10 | TRHCEURTABULA RASA HEALTHCARE INC | 640,824 | $40.9B | 2.10% | |
| 11 | WCGEURWELLCARE HEALTH PLANS | 165,479 | $40.7B | 2.09% | |
| 12 | KNXKNIGHT-SWIFT TRANSPORTATION | 928,658 | $35.5B | 1.82% | |
| 13 | GLOBGLOBANT SA | 610,394 | $34.7B | 1.78% | |
| 14 | —BOTTOMLINE TECHNOLOGIES DE | 648,920 | $32.3B | 1.66% | |
| 15 | SEMSELECT MEDICAL HOLDINGS CORP | 1,739,055 | $31.6B | 1.62% | |
| 16 | KNSLKINSALE CAPITAL GROUP INC | 524,541 | $28.8B | 1.48% | |
| 17 | KFYKORN/FERRY INTERNATIONAL | 460,950 | $28.5B | 1.47% | |
| 18 | AAWWUSDATLAS AIR WORLDWIDE HLDGS INC | 377,396 | $27.1B | 1.39% | |
| 19 | EEFTEURONET WORLDWIDE INC | 320,698 | $26.9B | 1.38% | |
| 20 | —CARRIZO OIL & GAS INC | 953,625 | $26.6B | 1.36% | |
| 21 | ASGNASGN INC | 331,983 | $26.0B | 1.33% | |
| 22 | GTLSCHART INDUSTRIES INC | 415,470 | $25.6B | 1.32% | |
| 23 | WBSWEBSTER FINANCIAL CORP | 400,336 | $25.5B | 1.31% | |
| 24 | CNMDCONMED CORP | 346,611 | $25.4B | 1.30% | |
| 25 | PRAHPRA HEALTH SCIENCES INC | 270,348 | $25.2B | 1.30% | |
| 26 | —BOINGO WIRELESS INC | 1,108,917 | $25.1B | 1.29% | |
| 27 | PENNPENN NATIONAL GAMING INC | 730,749 | $24.5B | 1.26% | |
| 28 | GKDGRAND CANYON EDUCATION INC | 216,599 | $24.2B | 1.24% | |
| 29 | DXPEDXP ENTERPRISES INC | 619,635 | $23.7B | 1.22% | |
| 30 | —FIRST CASH FINANCIAL SERVICES INC | 259,572 | $23.3B | 1.20% | |
| 31 | WEAWESTERN ALLIANCE BANCORP | 408,529 | $23.1B | 1.19% | |
| 32 | CRLCHARLES RIV LABORATORIES INTL | 204,877 | $23.0B | 1.18% | |
| 33 | —TIVITY HEALTH INC | 648,658 | $22.8B | 1.17% | |
| 34 | —KMG CHEMICALS INC | 307,807 | $22.7B | 1.17% | |
| 35 | UNFIUNITED NATURAL FOODS INC | 520,133 | $22.2B | 1.14% | |
| 36 | TBITRUEBLUE INC | 798,449 | $21.5B | 1.10% | |
| 37 | CSGPCOSTAR GROUP INC | 51,909 | $21.4B | 1.10% | |
| 38 | MXMAGNACHIP SEMICONDUCTOR | 2,079,457 | $21.3B | 1.09% | |
| 39 | TPICQTPI COMPOSITES INC | 710,226 | $20.8B | 1.07% | |
| 40 | —FIESTA RESTAURANT GROUP | 720,738 | $20.7B | 1.06% | |
| 41 | —LIMELIGHT NETWORKS INC | 4,544,840 | $20.3B | 1.04% | |
| 42 | WNSNWNS HOLDINGS LTD ADR | 388,783 | $20.3B | 1.04% | |
| 43 | MBUUMALIBU BOATS INC - A | 477,712 | $20.0B | 1.03% | |
| 44 | —MAGELLAN HEALTH INC | 207,346 | $19.9B | 1.02% | |
| 45 | TSAACI WORLDWIDE INC | 804,539 | $19.8B | 1.02% | |
| 46 | CHGGCHEGG INC | 707,010 | $19.6B | 1.01% | |
| 47 | FIVNFIVE9 INC | 566,783 | $19.6B | 1.01% | |
| 48 | CLHCLEAN HARBORS INC | 346,632 | $19.3B | 0.99% | |
| 49 | SG7SAGE THERAPEUTI | 120,408 | $18.8B | 0.97% | |
| 50 | —TIER REIT INC | 788,409 | $18.7B | 0.96% | |
| 51 | EVBGEUREVERBRIDGE INC | 395,290 | $18.7B | 0.96% | |
| 52 | —INTEGRATED DEVICE TECH INC | 579,022 | $18.5B | 0.95% | |
| 53 | PLCECHILDREN'S PLACE INC THE | 152,371 | $18.4B | 0.95% | |
| 54 | CUROEURCURO GROUP HOLDINGS CORP | 736,369 | $18.4B | 0.94% | |
| 55 | AMDADVANCED MICRO DEVICES INC | 1,218,942 | $18.3B | 0.94% | |
| 56 | PWRQUANTA SERVICES | 546,255 | $18.2B | 0.94% | |
| 57 | EBIXEUREBIX INC | 217,251 | $16.6B | 0.85% | |
| 58 | CYBRCYBERARK SOFTWARE LTD/ISRAEL | 258,170 | $16.3B | 0.83% | |
| 59 | DMRCDIGIMARC CORP | 589,869 | $15.8B | 0.81% | |
| 60 | —DIPLOMAT PHARMACY INC | 615,905 | $15.7B | 0.81% | |
| 61 | PATKPATRICK INDUSTRIES INC | 268,738 | $15.3B | 0.78% | |
| 62 | THCTENET HEALTHCARE CORP | 449,632 | $15.1B | 0.78% | |
| 63 | —TRINSEO SA | 207,189 | $14.7B | 0.75% | |
| 64 | PGTIUSDPGT INNOVATIONS INC | 690,629 | $14.4B | 0.74% | |
| 65 | ALTREURALTAIR ENGINEERING INC - A | 411,789 | $14.1B | 0.72% | |
| 66 | MGNXMACROGENICS INC | 672,419 | $13.9B | 0.71% | |
| 67 | —ECHO GLOBAL LOGISTICS INC | 466,730 | $13.7B | 0.70% | |
| 68 | CUBICUSTOMERS BANCO | 476,239 | $13.5B | 0.69% | |
| 69 | VCRAUSDVOCERA COMMUNICATIONS INC | 449,194 | $13.4B | 0.69% | |
| 70 | LHCGUSDLHC GROUP LLC | 143,168 | $12.3B | 0.63% | |
| 71 | AGSPLAYAGS INC | 452,424 | $12.2B | 0.63% | |
| 72 | RRNRED ROBIN GOURMET BURGERS | 259,462 | $12.1B | 0.62% | |
| 73 | WPRTWESTPORT FUEL SYSTEMS INC | 4,671,315 | $11.8B | 0.61% | |
| 74 | LCIILCI INDUSTRIES | 130,129 | $11.7B | 0.60% | |
| 75 | AGIOAGIOS PHARMACEUTICALS INC | 138,728 | $11.7B | 0.60% | |
| 76 | IARTINTEGRA LIFESCIENCES HOLDING | 177,065 | $11.4B | 0.59% | |
| 77 | AXTIAXT INC | 1,574,835 | $11.1B | 0.57% | |
| 78 | —XCERRA CORP | 778,457 | $10.9B | 0.56% | |
| 79 | LOGMEURLOGMEIN INC | 98,876 | $10.2B | 0.52% | |
| 80 | RAREULTRAGENYX PHARMACEUTICAL INC | 131,379 | $10.1B | 0.52% | |
| 81 | BECNUSDBEACON ROOFING SUPPLY INC | 229,311 | $9.8B | 0.50% | |
| 82 | HEESEURH & E EQUIPMENT SERVICES INC | 256,750 | $9.7B | 0.50% | |
| 83 | QNSTQUINSTREET INC | 735,915 | $9.3B | 0.48% | |
| 84 | COHUCOHU INC | 358,631 | $8.8B | 0.45% | |
| 85 | FRPTFRESHPET INC | 295,451 | $8.1B | 0.42% | |
| 86 | —RESONANT INC | 1,286,737 | $7.3B | 0.37% | |
| 87 | USAPUNIVERSAL STAINLESS & ALLOY | 296,256 | $7.0B | 0.36% | |
| 88 | WATTENERGOUS CORP | 159,188 | $2.4B | 0.12% | |
| 89 | IIIVI3 VERTICALS INC-CLASS A | 154,836 | $2.4B | 0.12% | |
| 90 | WF2WINTRUST FINANCIAL CORP | 342 | $30.0M | 0.00% | |
| 91 | SIXEURSIX FLAGS ENTERTAINMENT CORP | 342 | $24.0M | 0.00% | |
| 92 | MCHPMICROCHIP TECHNOLOGY INC | 269 | $24.0M | 0.00% | |
| 93 | EHCENCOMPASS HEALTH CORP | 231 | $16.0M | 0.00% | |
| 94 | LKQ1LKQ CORP | 424 | $14.0M | 0.00% | |
| 95 | NSYNICE LTD - SPON ADR | 125 | $13.0M | 0.00% | |
| 96 | AKAMAKAMAI TECHNOLOGIES INC | 180 | $13.0M | 0.00% |