Hood River Capital Management LLC Q2 2019 Filing
Filed August 13, 2019
Portfolio Value
$2.1T
Holdings
104
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (104 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SG7SAGE THERAPEUTICS INC | 363,432 | $66.5B | 3.12% | |
| 2 | —ELDORADO RESORT | 1,315,428 | $60.6B | 2.85% | |
| 3 | —FIRST CASH FINANCIAL SERVICES INC | 577,256 | $57.7B | 2.71% | |
| 4 | GTLSCHART INDUSTRIES INC | 686,871 | $52.8B | 2.48% | |
| 5 | NVRIHARSCO CORP | 1,848,800 | $50.7B | 2.38% | |
| 6 | CRLCHARLES RIV LABORATORIES INTL | 355,791 | $50.5B | 2.37% | |
| 7 | KNSLKINSALE CAPITAL GROUP INC | 545,140 | $49.9B | 2.34% | |
| 8 | AMRNAMARIN CORP PLC -ADR | 2,378,848 | $46.1B | 2.17% | |
| 9 | MTZMASTEC INC | 864,920 | $44.6B | 2.09% | |
| 10 | CSGPCOSTAR GROUP INC | 77,783 | $43.1B | 2.02% | |
| 11 | GLOBGLOBANT SA | 424,163 | $42.9B | 2.01% | |
| 12 | EEFTEURONET WORLDWIDE INC | 242,058 | $40.7B | 1.91% | |
| 13 | MMSIMERIT MEDICAL SYSTEMS | 657,123 | $39.1B | 1.84% | |
| 14 | CNMDCONMED CORP | 448,126 | $38.3B | 1.80% | |
| 15 | GKDGRAND CANYON EDUCATION INC | 324,424 | $38.0B | 1.78% | |
| 16 | TRHCEURTABULA RASA HEALTHCARE INC | 737,392 | $36.8B | 1.73% | |
| 17 | CHGGCHEGG INC | 934,219 | $36.1B | 1.69% | |
| 18 | LHCGUSDLHC GROUP LLC | 301,013 | $36.0B | 1.69% | |
| 19 | KTOSKRATOS DEFENSE & SECURITY | 1,548,114 | $35.4B | 1.66% | |
| 20 | SEMSELECT MEDICAL HOLDINGS CORP | 2,210,396 | $35.1B | 1.65% | |
| 21 | TDOCTELADOC HEALTH INC | 516,811 | $34.3B | 1.61% | |
| 22 | RPDRAPID7 INC | 592,315 | $34.3B | 1.61% | |
| 23 | IARTINTEGRA LIFESCIENCES HOLDING | 602,226 | $33.6B | 1.58% | |
| 24 | MEDMEDIFAST INC | 245,714 | $31.5B | 1.48% | |
| 25 | TPICQTPI COMPOSITES INC | 1,208,084 | $29.9B | 1.40% | |
| 26 | WNSNWNS HOLDINGS LTD ADR | 470,237 | $27.8B | 1.31% | |
| 27 | IIPRINNOVATIVE INDUSTRIAL PROPER | 222,980 | $27.6B | 1.29% | |
| 28 | HXLHEXCEL CORP | 334,304 | $27.0B | 1.27% | |
| 29 | EHTHEHEALTH INC | 313,791 | $27.0B | 1.27% | |
| 30 | LAURLAUREATE EDUCATION INC-A | 1,696,341 | $26.6B | 1.25% | |
| 31 | DYDYCOM INDUSTRIES INC | 450,170 | $26.5B | 1.24% | |
| 32 | ZM3ZUMIEZ INC | 962,292 | $25.1B | 1.18% | |
| 33 | LITELUMENTUM HOLDINGS INC | 456,754 | $24.4B | 1.15% | |
| 34 | MGNXMACROGENICS INC | 1,415,445 | $24.0B | 1.13% | |
| 35 | DMRCDIGIMARC CORP | 530,031 | $23.5B | 1.10% | |
| 36 | OFIXORTHOFIX MEDICAL INC | 429,548 | $22.7B | 1.07% | |
| 37 | SRISTONERIDGE,INC | 709,030 | $22.4B | 1.05% | |
| 38 | UPBDRENT-A-CENTER INC | 832,096 | $22.2B | 1.04% | |
| 39 | MXMAGNACHIP SEMICONDUCTOR | 2,101,583 | $21.8B | 1.02% | |
| 40 | RUNSUNRUN INC | 1,154,800 | $21.7B | 1.02% | |
| 41 | —WRIGHT MEDICAL GROUP NV | 699,690 | $20.9B | 0.98% | |
| 42 | MLKNHERMAN MILLER INC | 465,059 | $20.8B | 0.98% | |
| 43 | PCTYPAYLOCITY HOLDING CORP | 218,724 | $20.5B | 0.96% | |
| 44 | WIREEURENCORE WIRE CORP | 344,624 | $20.2B | 0.95% | |
| 45 | IPHIINPHI CORP | 399,097 | $20.0B | 0.94% | |
| 46 | PROPROS HOLDINGS INC | 311,685 | $19.7B | 0.93% | |
| 47 | COHREURCOHERENT INC | 144,161 | $19.7B | 0.92% | |
| 48 | BANDBANDWIDTH INC-CLASS A | 251,811 | $18.9B | 0.89% | |
| 49 | LOVELOVESAC CO/THE | 607,359 | $18.9B | 0.89% | |
| 50 | EXLSEXLSERVICE HOLDINGS INC. | 281,497 | $18.6B | 0.87% | |
| 51 | HQYHEALTHEQUITY INC | 280,148 | $18.3B | 0.86% | |
| 52 | TNDMTANDEM DIABETES CARE INC | 283,475 | $18.3B | 0.86% | |
| 53 | ASGNASGN INC | 301,443 | $18.3B | 0.86% | |
| 54 | TSAACI WORLDWIDE INC | 517,634 | $17.8B | 0.83% | |
| 55 | —K12 INC | 584,368 | $17.8B | 0.83% | |
| 56 | VIAVVIAVI SOLUTIONS INC | 1,304,786 | $17.3B | 0.81% | |
| 57 | CHRSCOHERUS BIOSCIENCES INC | 766,811 | $16.9B | 0.80% | |
| 58 | FIVNFIVE9 INC | 329,330 | $16.9B | 0.79% | |
| 59 | WEAWESTERN ALLIANCE BANCORP | 355,435 | $15.9B | 0.75% | |
| 60 | —BIOTELEMETRY INC | 322,398 | $15.5B | 0.73% | |
| 61 | STRASTRATEGIC EDUCATION INC | 87,149 | $15.5B | 0.73% | |
| 62 | CLHCLEAN HARBORS INC | 216,845 | $15.4B | 0.72% | |
| 63 | —CARBONITE INC | 581,451 | $15.1B | 0.71% | |
| 64 | NSYNICE LTD - SPON ADR | 108,964 | $14.9B | 0.70% | |
| 65 | —LIMELIGHT NETWORKS INC | 5,283,118 | $14.3B | 0.67% | |
| 66 | GLUUGLU MOBILE INC | 1,860,864 | $13.4B | 0.63% | |
| 67 | ATRCATRICURE INC | 407,555 | $12.2B | 0.57% | |
| 68 | —ACACIA COMMUNICATIONS INC | 251,173 | $11.8B | 0.56% | |
| 69 | G2CEVERI HOLDINGS INC | 988,354 | $11.8B | 0.55% | |
| 70 | —TRISTATE CAPITAL HOLDINGS INC | 543,692 | $11.6B | 0.54% | |
| 71 | PIIMPINJ INC | 400,672 | $11.5B | 0.54% | |
| 72 | UPLDUPLAND SOFTWARE INC | 250,279 | $11.4B | 0.54% | |
| 73 | —NANOMETRICS INC | 321,030 | $11.1B | 0.52% | |
| 74 | VICRVICOR CORP | 357,861 | $11.1B | 0.52% | |
| 75 | CDNACAREDX INC | 306,242 | $11.0B | 0.52% | |
| 76 | PENNPENN NATIONAL GAMING INC | 571,468 | $11.0B | 0.52% | |
| 77 | HNGRUSDHANGER INC | 571,883 | $11.0B | 0.51% | |
| 78 | AGIOAGIOS PHARMACEUTICALS INC | 218,130 | $10.9B | 0.51% | |
| 79 | DOMODOMO INC CLASS B | 370,990 | $10.1B | 0.48% | |
| 80 | MBUUMALIBU BOATS INC - A | 260,019 | $10.1B | 0.47% | |
| 81 | AXONAXON ENTERPRISE INC | 155,551 | $10.0B | 0.47% | |
| 82 | TELLEURTELLURIAN INC | 1,181,340 | $9.3B | 0.44% | |
| 83 | RAREULTRAGENYX PHARMACEUTICAL INC | 131,846 | $8.4B | 0.39% | |
| 84 | EMEEMCOR GROUP INC | 69,344 | $6.1B | 0.29% | |
| 85 | —US WELL SERVICES INC | 1,192,844 | $5.8B | 0.27% | |
| 86 | —DASAN ZHONE SOLUTIONS INC | 415,762 | $5.4B | 0.25% | |
| 87 | PAYSPAYSIGN INC | 395,338 | $5.3B | 0.25% | |
| 88 | IIIVI3 VERTICALS INC-CLASS A | 159,863 | $4.7B | 0.22% | |
| 89 | ITIEURITERIS COM INC | 813,061 | $4.2B | 0.20% | |
| 90 | —SONIM TECHNOLOGIES INC | 309,926 | $3.9B | 0.19% | |
| 91 | MCFTMASTERCRAFT BOAT HOLDINGS IN | 197,271 | $3.9B | 0.18% | |
| 92 | PSNLPERSONALIS INC | 120,018 | $3.3B | 0.15% | |
| 93 | AMDADVANCED MICRO DEVICES INC | 52,081 | $1.6B | 0.07% | |
| 94 | —MICRO FOCUS INTL-SPN ADR | 40,934 | $1.1B | 0.05% | |
| 95 | WCGEURWELLCARE HEALTH PLANS | 3,704 | $1.1B | 0.05% | |
| 96 | ACAIR CANADA | 25,000 | $767.0M | 0.04% | |
| 97 | —VIVINT SOLAR INC | 96,000 | $701.0M | 0.03% | |
| 98 | DBXDROPBOX INC-CLASS A | 25,562 | $640.0M | 0.03% | |
| 99 | LEVILEVI STRAUSS & CO- CLASS A | 26,139 | $546.0M | 0.03% | |
| 100 | TSCOTRACTOR SUPPLY CO | 4,902 | $533.0M | 0.03% |
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