Hood River Capital Management LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$2.2T
Holdings
101
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (101 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLUNPLUG POWER INC | 12,528,973 | $102.9B | 4.61% | |
| 2 | VICRVICOR CORP | 971,689 | $69.9B | 3.13% | |
| 3 | BANDBANDWIDTH INC-CLASS A | 538,785 | $68.4B | 3.07% | |
| 4 | IPHIINPHI CORP | 576,340 | $67.7B | 3.04% | |
| 5 | LITELUMENTUM HOLDINGS INC | 763,253 | $62.2B | 2.79% | |
| 6 | CRLCHARLES RIV LABORATORIES INTL | 343,418 | $59.9B | 2.68% | |
| 7 | KNSLKINSALE CAPITAL GROUP INC | 355,004 | $55.1B | 2.47% | |
| 8 | —ELDORADO RESORT | 1,347,871 | $54.0B | 2.42% | |
| 9 | GTLSCHART INDUSTRIES INC | 1,026,467 | $49.8B | 2.23% | |
| 10 | FNFABRINET | 727,836 | $45.4B | 2.04% | |
| 11 | NTRANATERA INC | 883,227 | $44.0B | 1.97% | |
| 12 | TRHCEURTABULA RASA HEALTHCARE INC | 791,809 | $43.3B | 1.94% | |
| 13 | LHCGUSDLHC GROUP LLC | 245,290 | $42.8B | 1.92% | |
| 14 | TNDMTANDEM DIABETES CARE INC | 407,578 | $40.3B | 1.81% | |
| 15 | TFIITFI INTERNATIONAL INC | 1,135,589 | $40.3B | 1.80% | |
| 16 | CHGGCHEGG INC | 569,503 | $38.3B | 1.72% | |
| 17 | —TALEND SA - ADR | 1,032,808 | $35.8B | 1.60% | |
| 18 | PRPLPURPLE INNOVATION INC | 1,946,987 | $35.0B | 1.57% | |
| 19 | —LIMELIGHT NETWORKS INC | 4,478,007 | $33.0B | 1.48% | |
| 20 | ITGRINTEGER HOLDINGS CORP | 448,308 | $32.7B | 1.47% | |
| 21 | UPBDRENT-A-CENTER INC | 1,147,021 | $31.9B | 1.43% | |
| 22 | —K12 INC | 1,151,685 | $31.4B | 1.41% | |
| 23 | NUVAGBPNUVASIVE INC | 558,800 | $31.1B | 1.39% | |
| 24 | KTOSKRATOS DEFENSE & SECURITY | 1,899,412 | $29.7B | 1.33% | |
| 25 | —QTS REALTY TRUST INC-CL A | 463,060 | $29.7B | 1.33% | |
| 26 | APGAPI GROUP CORP | 2,420,112 | $29.4B | 1.32% | |
| 27 | SEMSELECT MEDICAL HOLDINGS CORP | 1,956,066 | $28.8B | 1.29% | |
| 28 | IIPRINNOVATIVE INDUSTRIAL PROPER | 321,676 | $28.3B | 1.27% | |
| 29 | AM6AMICUS THERAPEUTICS INC | 1,841,376 | $27.8B | 1.24% | |
| 30 | AXONAXON ENTERPRISE INC | 275,772 | $27.1B | 1.21% | |
| 31 | FRPTFRESHPET INC | 317,952 | $26.6B | 1.19% | |
| 32 | ADUSADDUS HOMECARE CORP | 275,605 | $25.5B | 1.14% | |
| 33 | ZNGAEURZYNGA INC - CL A | 2,653,121 | $25.3B | 1.13% | |
| 34 | —BOTTOMLINE TECHNOLOGIES DE | 482,775 | $24.5B | 1.10% | |
| 35 | ENOVCOLFAX CORP | 874,027 | $24.4B | 1.09% | |
| 36 | CALXCALIX INC. | 1,611,571 | $24.0B | 1.08% | |
| 37 | PLMRPALOMAR HOLDINGS INC | 270,512 | $23.2B | 1.04% | |
| 38 | NSYNICE LTD - SPON ADR | 121,662 | $23.0B | 1.03% | |
| 39 | TXRHTEXAS ROADHOUSE INC CL A | 428,071 | $22.5B | 1.01% | |
| 40 | IARTINTEGRA LIFESCIENCES HOLDING | 474,812 | $22.3B | 1.00% | |
| 41 | PRAHPRA HEALTH SCIENCES INC | 225,925 | $22.0B | 0.99% | |
| 42 | SAILEURSAILPOINT TECHNOLOGIES HOLDINGS | 826,954 | $21.9B | 0.98% | |
| 43 | MGNXMACROGENICS INC | 748,918 | $20.9B | 0.94% | |
| 44 | BOOTBOOT BARN HOLDINGS INC | 957,077 | $20.6B | 0.93% | |
| 45 | —PLURALSIGHT INC - A | 1,127,974 | $20.4B | 0.91% | |
| 46 | ESPRESPERION THERAPEUTICS INC | 371,964 | $19.1B | 0.86% | |
| 47 | KPTIEURKARYOPHARM THERAPEUTICS INC | 1,007,367 | $19.1B | 0.86% | |
| 48 | ARWRARROWHEAD PHARMACEUTICALS IN | 424,128 | $18.3B | 0.82% | |
| 49 | CLHCLEAN HARBORS INC | 297,426 | $17.8B | 0.80% | |
| 50 | HASIHANNON ARMSTRONG SUSTAINABLE | 605,880 | $17.2B | 0.77% | |
| 51 | —BIOHAVEN PHARMACEUTICAL HOLD | 226,282 | $16.5B | 0.74% | |
| 52 | LOVELOVESAC CO/THE | 626,022 | $16.4B | 0.74% | |
| 53 | KRTXKARUNA THERAPEUTICS INC | 145,257 | $16.2B | 0.73% | |
| 54 | LSCCLATTICE SEMICONDUCTOR CORP | 562,399 | $16.0B | 0.72% | |
| 55 | RHRH | 62,116 | $15.5B | 0.69% | |
| 56 | KNXKNIGHT-SWIFT TRANSPORTATION | 370,600 | $15.5B | 0.69% | |
| 57 | PLNTPLANET FITNESS INC - CL A | 254,861 | $15.4B | 0.69% | |
| 58 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 257,031 | $15.3B | 0.69% | |
| 59 | —TRISTATE CAPITAL HOLDINGS INC | 968,359 | $15.2B | 0.68% | |
| 60 | IOVAIOVANCE BIOTHERAPEUTICS INC | 547,312 | $15.0B | 0.67% | |
| 61 | ACADACADIA PHARMEUTICALS INC | 301,536 | $14.6B | 0.66% | |
| 62 | FRG1EURFRANCHISE GROUP INC | 660,000 | $14.4B | 0.65% | |
| 63 | TREXTREX COMPANY INC | 109,355 | $14.2B | 0.64% | |
| 64 | XLRNACCELERON PHARMA INC | 142,937 | $13.6B | 0.61% | |
| 65 | CERSCERUS CORP | 1,982,840 | $13.1B | 0.59% | |
| 66 | KRNTKORNIT DIGITAL LTD | 244,638 | $13.1B | 0.59% | |
| 67 | —MEDALLIA INC | 510,043 | $12.9B | 0.58% | |
| 68 | AGIOAGIOS PHARMACEUTICALS INC | 234,850 | $12.6B | 0.56% | |
| 69 | OGM1COGENT COMMUNICATIONS HOLDINGS INC | 161,984 | $12.5B | 0.56% | |
| 70 | RETAEURREATA PHARMACEUTICALS INC-A | 78,900 | $12.3B | 0.55% | |
| 71 | GLUUGLU MOBILE INC | 1,318,870 | $12.2B | 0.55% | |
| 72 | CNMDCONMED CORP | 167,611 | $12.1B | 0.54% | |
| 73 | CHRSCOHERUS BIOSCIENCES INC | 667,028 | $11.9B | 0.53% | |
| 74 | ENPHENPHASE ENERGY INC | 249,849 | $11.9B | 0.53% | |
| 75 | NOVAQSUNNOVA ENERGY INTERNATIONAL | 688,299 | $11.7B | 0.53% | |
| 76 | KRYSKRYSTAL BIOTECH INC | 282,211 | $11.7B | 0.52% | |
| 77 | ESTCELASTIC NV | 123,217 | $11.4B | 0.51% | |
| 78 | DOOREURMASONITE INTERNATIONAL CORP | 137,415 | $10.7B | 0.48% | |
| 79 | FOXFFOX FACTORY HOLDING CORP | 126,340 | $10.4B | 0.47% | |
| 80 | SLPSIMULATIONS PLUS INC | 161,870 | $9.7B | 0.43% | |
| 81 | CALYCALLAWAY GOLF CO | 521,763 | $9.1B | 0.41% | |
| 82 | MXMAGNACHIP SEMICONDUCTOR | 882,378 | $9.1B | 0.41% | |
| 83 | —ZOGENIX INC | 321,074 | $8.7B | 0.39% | |
| 84 | —VIVINT SMART HOME INC | 497,697 | $8.6B | 0.39% | |
| 85 | JRVRJAMES RIVER GROUP HOLDINGS L | 177,495 | $8.0B | 0.36% | |
| 86 | DMRCDIGIMARC CORP | 431,257 | $6.9B | 0.31% | |
| 87 | ZM3ZUMIEZ INC | 187,682 | $5.1B | 0.23% | |
| 88 | GTMZOOMINFO TECHNOLOGIES INC-A | 68,002 | $3.5B | 0.16% | |
| 89 | GRWGGROWGENERATION CORP | 475,000 | $3.2B | 0.15% | |
| 90 | AMDADVANCED MICRO DEVICES INC | 40,302 | $2.1B | 0.10% | |
| 91 | FIXCOMFORT SYSTEMS USA INC | 49,637 | $2.0B | 0.09% | |
| 92 | PFPTPROOFPOINT INC | 7,106 | $790.0M | 0.04% | |
| 93 | CDNSCADENCE DESIGNS SYSTEMS | 7,659 | $735.0M | 0.03% | |
| 94 | DBXDROPBOX INC-CLASS A | 29,026 | $632.0M | 0.03% | |
| 95 | LIILENNOX INTL INC | 2,599 | $606.0M | 0.03% | |
| 96 | GTIIGREEN THUMB INDUSTRIES INC | 57,500 | $575.0M | 0.03% | |
| 97 | VMCVULCAN MATLS CO | 4,652 | $539.0M | 0.02% | |
| 98 | TSCOTRACTOR SUPPLY CO | 3,989 | $526.0M | 0.02% | |
| 99 | CSGPCOSTAR GROUP INC | 607 | $431.0M | 0.02% | |
| 100 | AKAMAKAMAI TECHNOLOGIES INC | 3,074 | $329.0M | 0.01% |
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