Hood River Capital Management LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$3360.6T
Holdings
121
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (121 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MTZMASTEC INC | 1,124,153 | $132.6T | 3.95% | |
| 2 | FTAIFTAI AVIATION LTD | 3,537,083 | $112.0T | 3.33% | |
| 3 | LNTHLANTHEUS HOLDINGS INC | 1,174,616 | $98.6T | 2.93% | |
| 4 | ACLSAXCELIS TECHNOLOGIES INC | 472,375 | $86.6T | 2.58% | |
| 5 | RMBS*RAMBUS INC | 1,217,969 | $78.2T | 2.33% | |
| 6 | FIXCOMFORT SYSTEMS USA INC | 472,789 | $77.6T | 2.31% | |
| 7 | CELHCELSIUS HOLDINGS INC | 492,584 | $73.5T | 2.19% | |
| 8 | CLHCLEAN HARBORS INC | 427,166 | $70.2T | 2.09% | |
| 9 | ONONON HOLDING AG-CLASS A | 2,111,540 | $69.7T | 2.07% | |
| 10 | SEMSELECT MEDICAL HOLDINGS CORP | 2,121,506 | $67.6T | 2.01% | |
| 11 | AXNX*AXONICS INC | 1,329,707 | $67.1T | 2.00% | |
| 12 | EXPEAGLE MATERIALS INC | 359,478 | $67.0T | 1.99% | |
| 13 | KNSLKINSALE CAPITAL GROUP INC | 161,518 | $60.4T | 1.80% | |
| 14 | HLITHARMONIC INC | 3,589,429 | $58.0T | 1.73% | |
| 15 | AEHRAEHR TEST SYSTEMS | 1,393,845 | $57.5T | 1.71% | |
| 16 | FIVNFIVE9 INC | 688,333 | $56.8T | 1.69% | |
| 17 | IMGNEURIMMUNOGEN INC | 2,983,671 | $56.3T | 1.68% | |
| 18 | APLDAPPLIED DIGITAL CORP | 5,849,857 | $54.7T | 1.63% | |
| 19 | KEXKIRBY CORP | 704,819 | $54.2T | 1.61% | |
| 20 | DCGODOCGO INC | 5,736,363 | $53.8T | 1.60% | |
| 21 | ITCIEURINTRA-CELLULAR THERAPIES INC | 839,130 | $53.1T | 1.58% | |
| 22 | KRYSKRYSTAL BIOTECH INC | 452,456 | $53.1T | 1.58% | |
| 23 | DOCNDIGITALOCEAN HOLDINGS INC | 1,309,317 | $52.6T | 1.56% | |
| 24 | FCFSFIRSTCASH HOLDINGS INC | 562,418 | $52.5T | 1.56% | |
| 25 | ONTOONTO INNOVATION INC | 445,712 | $51.9T | 1.54% | |
| 26 | GXOGXO LOGISTICS INC | 806,221 | $50.6T | 1.51% | |
| 27 | WNSNWNS HOLDINGS LTD ADR | 685,509 | $50.5T | 1.50% | |
| 28 | CZRCAESARS ENTERTAINMENT INC | 925,240 | $47.2T | 1.40% | |
| 29 | NOVAQSUNNOVA ENERGY INTERNATIONAL | 2,553,171 | $46.7T | 1.39% | |
| 30 | SITMSITIME CORP | 374,062 | $44.1T | 1.31% | |
| 31 | DKNGDRAFTKINGS INC - CL A | 1,639,955 | $43.6T | 1.30% | |
| 32 | AXONAXON ENTERPRISE INC | 206,493 | $40.3T | 1.20% | |
| 33 | VRTVERTIV HOLDINGS LLC | 1,591,880 | $39.4T | 1.17% | |
| 34 | RG6ROGERS CORP | 243,428 | $39.4T | 1.17% | |
| 35 | CROXCROCS INC | 349,807 | $39.3T | 1.17% | |
| 36 | RPDRAPID7 INC | 817,453 | $37.0T | 1.10% | |
| 37 | PLNTPLANET FITNESS INC - CL A | 544,192 | $36.7T | 1.09% | |
| 38 | OGM1COGENT COMMUNICATIONS HOLDINGS INC | 534,163 | $35.9T | 1.07% | |
| 39 | HASIHANNON ARMSTRONG SUSTAINABLE | 1,402,954 | $35.1T | 1.04% | |
| 40 | ENVXENOVIX CORP | 1,894,707 | $34.2T | 1.02% | |
| 41 | INDIINDIE SEMICONDUCTOR INC-A | 3,612,021 | $34.0T | 1.01% | |
| 42 | OSISOSI SYSTEMS INC | 287,945 | $33.9T | 1.01% | |
| 43 | NSYNICE LTD - SPON ADR | 161,107 | $33.3T | 0.99% | |
| 44 | RXORXO INC | 1,459,810 | $33.1T | 0.98% | |
| 45 | WIREEURENCORE WIRE CORP | 177,183 | $32.9T | 0.98% | |
| 46 | HCIHCI GROUP INC | 531,279 | $32.8T | 0.98% | |
| 47 | WEAWESTERN ALLIANCE BANCORP | 881,647 | $32.2T | 0.96% | |
| 48 | CNMDCONMED CORP | 234,580 | $31.9T | 0.95% | |
| 49 | RDNTRADNET INC | 973,125 | $31.7T | 0.94% | |
| 50 | PLYAPLAYA HOTELS & RESORTS NV | 3,720,160 | $30.3T | 0.90% | |
| 51 | DMLDENISON MINES CORP | 23,924,929 | $29.9T | 0.89% | |
| 52 | OPCHOPTION CARE HEALTH INC | 901,280 | $29.3T | 0.87% | |
| 53 | 7SUSUMMIT MATERIALS INC -CL A | 753,349 | $28.5T | 0.85% | |
| 54 | LOVELOVESAC CO/THE | 1,048,243 | $28.3T | 0.84% | |
| 55 | AXSMAXSOME THERAPEUTICS INC | 384,361 | $27.6T | 0.82% | |
| 56 | EVHEVOLENT HEALTH INC - A | 844,249 | $25.6T | 0.76% | |
| 57 | TDOCTELADOC HEALTH INC | 962,865 | $24.4T | 0.73% | |
| 58 | XPOXPO INC | 411,411 | $24.3T | 0.72% | |
| 59 | TFIITFI INTERNATIONAL INC | 212,487 | $24.2T | 0.72% | |
| 60 | KRTXKARUNA THERAPEUTICS INC | 110,698 | $24.0T | 0.71% | |
| 61 | GTMZOOMINFO TECHNOLOGIES INC-A | 929,459 | $23.6T | 0.70% | |
| 62 | VMIVALMONT INDS INC | 76,626 | $22.3T | 0.66% | |
| 63 | BWINBRP GROUP INC-A | 853,116 | $21.1T | 0.63% | |
| 64 | G3VGREEN PLAINS INC | 634,498 | $20.5T | 0.61% | |
| 65 | NBIXNEUROCRINE BIOSCIENCES INC | 213,090 | $20.1T | 0.60% | |
| 66 | CERE1EURCEREVEL THERAPEUTICS HOLDING | 581,886 | $18.5T | 0.55% | |
| 67 | 2L9BLUEPRINT MEDICINES CORP | 273,449 | $17.3T | 0.51% | |
| 68 | IIIVI3 VERTICALS INC-CLASS A | 753,877 | $17.2T | 0.51% | |
| 69 | NOGNORTHERN OIL AND GAS INC | 498,255 | $17.1T | 0.51% | |
| 70 | ATMUATMUS FILTRATION TECHNOLOGIES | 749,850 | $16.5T | 0.49% | |
| 71 | CYTKCYTOKINETICS INC | 502,527 | $16.4T | 0.49% | |
| 72 | DCODUCOMMUN INC DEL | 375,069 | $16.3T | 0.49% | |
| 73 | GDENGOLDEN ENTERTAINMENT INC | 382,619 | $16.0T | 0.48% | |
| 74 | IOVAIOVANCE BIOTHERAPEUTICS INC | 1,975,551 | $13.9T | 0.41% | |
| 75 | RILYB. RILEY FINANCIAL INC | 268,532 | $12.3T | 0.37% | |
| 76 | KLICKULICKE & SOFFA INDUSTRIES | 205,950 | $12.2T | 0.36% | |
| 77 | ALHCALIGNMENT HEALTHCARE INC | 2,071,877 | $11.9T | 0.35% | |
| 78 | FIPFTAI INFRASTRUCTURE LLC | 3,188,589 | $11.8T | 0.35% | |
| 79 | HRMYHARMONY BIOSCIENCES HOLDINGS | 312,957 | $11.0T | 0.33% | |
| 80 | BASECOUCHBASE INC | 578,357 | $9.2T | 0.27% | |
| 81 | BLFSBIOLIFE SOLUTIONS INC | 389,522 | $8.6T | 0.26% | |
| 82 | COCOVITA COCO CO INC/THE | 300,054 | $8.1T | 0.24% | |
| 83 | BEAMBEAM THERAPEUTICS INC | 251,633 | $8.0T | 0.24% | |
| 84 | CERSCERUS CORP | 3,051,569 | $7.5T | 0.22% | |
| 85 | SVVSAVERS VALUE VILLAGE INC | 299,893 | $7.1T | 0.21% | |
| 86 | GKDGRAND CANYON EDUCATION INC | 65,867 | $6.8T | 0.20% | |
| 87 | AMPSUSDALTUS POWER INC | 1,147,281 | $6.2T | 0.18% | |
| 88 | GFLGFL ENVIRONMENTAL INC-SUB VT | 140,721 | $5.5T | 0.16% | |
| 89 | PRPLPURPLE INNOVATION INC | 1,894,983 | $5.3T | 0.16% | |
| 90 | CDNSCADENCE DESIGNS SYSTEMS | 18,805 | $4.4T | 0.13% | |
| 91 | SKWDSKYWARD SPECIALTY INSURANCE | 168,262 | $4.3T | 0.13% | |
| 92 | INSEINSPIRED ENTERTAINMENT INC | 241,006 | $3.5T | 0.11% | |
| 93 | DFHDREAM FINDERS HOMES INC - A | 115,562 | $2.8T | 0.08% | |
| 94 | KVUEKENVUE INC | 106,239 | $2.8T | 0.08% | |
| 95 | LSEALANDSEA HOMES CORP | 289,733 | $2.7T | 0.08% | |
| 96 | AKTSQAKOUSTIS TECHNOLOGIES INC | 800,259 | $2.5T | 0.08% | |
| 97 | VMCVULCAN MATLS CO | 10,988 | $2.5T | 0.07% | |
| 98 | CCOCAMECO CORP | 76,573 | $2.4T | 0.07% | |
| 99 | FTNTFORTINET INC | 28,082 | $2.1T | 0.06% | |
| 100 | MDXHMDXHEALTH SA-ADR | 612,404 | $2.1T | 0.06% |
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