Hood River Capital Management LLC Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$2.3T
Holdings
100
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (100 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —BIOTELEMETRY INC | 1,135,559 | $73.2B | 3.24% | |
| 2 | —ELDORADO RESORT | 1,406,558 | $68.4B | 3.02% | |
| 3 | NUVAGBPNUVASIVE INC | 885,763 | $62.9B | 2.78% | |
| 4 | LGNDLIGAND PHARMACEUTICALS | 216,104 | $59.3B | 2.62% | |
| 5 | MTZMASTEC INC | 1,289,414 | $57.6B | 2.55% | |
| 6 | NVRIHARSCO CORP | 1,926,290 | $55.0B | 2.43% | |
| 7 | LITELUMENTUM HOLDINGS INC | 869,149 | $52.1B | 2.30% | |
| 8 | KNXKNIGHT-SWIFT TRANSPORTATION | 1,429,126 | $49.3B | 2.18% | |
| 9 | TDOCTELADOC HEALTH INC | 519,526 | $44.9B | 1.98% | |
| 10 | —BOTTOMLINE TECHNOLOGIES DE | 602,887 | $43.8B | 1.94% | |
| 11 | —INTEGRATED DEVICE TECH INC | 883,390 | $41.5B | 1.84% | |
| 12 | WCGEURWELLCARE HEALTH PLANS | 126,004 | $40.4B | 1.79% | |
| 13 | CLHCLEAN HARBORS INC | 538,899 | $38.6B | 1.71% | |
| 14 | —BOINGO WIRELESS INC | 1,103,517 | $38.5B | 1.70% | |
| 15 | PRAHPRA HEALTH SCIENCES INC | 342,414 | $37.7B | 1.67% | |
| 16 | GLOBGLOBANT SA | 632,448 | $37.3B | 1.65% | |
| 17 | CRLCHARLES RIV LABORATORIES INTL | 272,064 | $36.6B | 1.62% | |
| 18 | TPICQTPI COMPOSITES INC | 1,278,838 | $36.5B | 1.61% | |
| 19 | WEAWESTERN ALLIANCE BANCORP | 603,345 | $34.3B | 1.52% | |
| 20 | KNSLKINSALE CAPITAL GROUP INC | 522,111 | $33.3B | 1.47% | |
| 21 | EEFTEURONET WORLDWIDE INC | 327,541 | $32.8B | 1.45% | |
| 22 | —CARRIZO OIL & GAS INC | 1,293,612 | $32.6B | 1.44% | |
| 23 | CYBRCYBERARK SOFTWARE LTD/ISRAEL | 393,926 | $31.5B | 1.39% | |
| 24 | TRHCEURTABULA RASA HEALTHCARE INC | 381,819 | $31.0B | 1.37% | |
| 25 | AAWWUSDATLAS AIR WORLDWIDE HLDGS INC | 478,126 | $30.5B | 1.35% | |
| 26 | LHCGUSDLHC GROUP LLC | 292,291 | $30.1B | 1.33% | |
| 27 | HXLHEXCEL CORP | 426,808 | $28.6B | 1.27% | |
| 28 | CNMDCONMED CORP | 357,810 | $28.3B | 1.25% | |
| 29 | FIVNFIVE9 INC | 638,659 | $27.9B | 1.23% | |
| 30 | GKDGRAND CANYON EDUCATION INC | 243,178 | $27.4B | 1.21% | |
| 31 | GTLSCHART INDUSTRIES INC | 349,955 | $27.4B | 1.21% | |
| 32 | SMCIUSDSUPER MICRO COMPUTER INC | 1,325,578 | $27.3B | 1.21% | |
| 33 | SEMSELECT MEDICAL HOLDINGS CORP | 1,441,168 | $26.5B | 1.17% | |
| 34 | —SENDGRID INC | 700,835 | $25.8B | 1.14% | |
| 35 | PENNPENN NATIONAL GAMING INC | 755,925 | $24.9B | 1.10% | |
| 36 | TSAACI WORLDWIDE INC | 874,299 | $24.6B | 1.09% | |
| 37 | MBUUMALIBU BOATS INC - A | 449,426 | $24.6B | 1.09% | |
| 38 | WBSWEBSTER FINANCIAL CORP | 412,327 | $24.3B | 1.08% | |
| 39 | —LIMELIGHT NETWORKS INC | 4,753,778 | $23.9B | 1.06% | |
| 40 | ASGNASGN INC | 298,871 | $23.6B | 1.04% | |
| 41 | KFYKORN/FERRY INTERNATIONAL | 471,845 | $23.2B | 1.03% | |
| 42 | CUROEURCURO GROUP HOLDINGS CORP | 752,259 | $22.7B | 1.01% | |
| 43 | CSGPCOSTAR GROUP INC | 52,741 | $22.2B | 0.98% | |
| 44 | —FIRST CASH FINANCIAL SERVICES INC | 266,193 | $21.8B | 0.97% | |
| 45 | TBITRUEBLUE INC | 820,977 | $21.4B | 0.95% | |
| 46 | —GREENSKY INC-CLASS A | 1,161,067 | $20.9B | 0.92% | |
| 47 | WNSNWNS HOLDINGS LTD ADR | 405,350 | $20.6B | 0.91% | |
| 48 | MXLMAXLINEAR INC | 1,023,197 | $20.3B | 0.90% | |
| 49 | MXMAGNACHIP SEMICONDUCTOR | 2,021,801 | $20.0B | 0.89% | |
| 50 | SG7SAGE THERAPEUTI | 139,646 | $19.7B | 0.87% | |
| 51 | DMRCDIGIMARC CORP | 617,377 | $19.4B | 0.86% | |
| 52 | ODFLOLD DOMINION FREIGHT LINE | 120,366 | $19.4B | 0.86% | |
| 53 | TNDMTANDEM DIABETES CARE INC | 448,690 | $19.2B | 0.85% | |
| 54 | —TIER REIT INC | 784,904 | $18.9B | 0.84% | |
| 55 | PWRQUANTA SERVICES | 559,124 | $18.7B | 0.83% | |
| 56 | PCTYPAYLOCITY HOLDING CORP | 232,113 | $18.6B | 0.82% | |
| 57 | EVBGEUREVERBRIDGE INC | 316,198 | $18.2B | 0.81% | |
| 58 | CHGGCHEGG INC | 628,450 | $17.9B | 0.79% | |
| 59 | WPRTWESTPORT FUEL SYSTEMS INC | 5,934,010 | $17.8B | 0.79% | |
| 60 | AMRNAMARIN CORP PLC -ADR | 1,041,444 | $16.9B | 0.75% | |
| 61 | DXPEDXP ENTERPRISES INC | 422,517 | $16.9B | 0.75% | |
| 62 | RPDRAPID7 INC | 457,783 | $16.9B | 0.75% | |
| 63 | PATKPATRICK INDUSTRIES INC | 277,796 | $16.4B | 0.73% | |
| 64 | VCRAUSDVOCERA COMMUNICATIONS INC | 446,440 | $16.3B | 0.72% | |
| 65 | —WRIGHT MEDICAL GROUP NV | 562,295 | $16.3B | 0.72% | |
| 66 | —FIESTA RESTAURANT GROUP | 603,150 | $16.1B | 0.71% | |
| 67 | MEDMEDIFAST INC | 71,934 | $15.9B | 0.70% | |
| 68 | PGTIUSDPGT INNOVATIONS INC | 707,475 | $15.3B | 0.68% | |
| 69 | PLCECHILDREN'S PLACE INC THE | 117,844 | $15.1B | 0.67% | |
| 70 | MGNXMACROGENICS INC | 668,640 | $14.3B | 0.63% | |
| 71 | ZM3ZUMIEZ INC | 526,917 | $13.9B | 0.61% | |
| 72 | AGSPLAYAGS INC | 462,404 | $13.6B | 0.60% | |
| 73 | EBIXEUREBIX INC | 167,640 | $13.3B | 0.59% | |
| 74 | —ELECTRO SCIENTIFIC INDS INC | 743,401 | $13.0B | 0.57% | |
| 75 | IARTINTEGRA LIFESCIENCES HOLDING | 185,752 | $12.2B | 0.54% | |
| 76 | AMRSEURAMYRIS INC | 1,507,606 | $12.0B | 0.53% | |
| 77 | HEESEURH & E EQUIPMENT SERVICES INC | 310,467 | $11.7B | 0.52% | |
| 78 | GPROGOPRO INC-CLASS A | 1,600,018 | $11.5B | 0.51% | |
| 79 | AGIOAGIOS PHARMACEUTICALS INC | 143,579 | $11.1B | 0.49% | |
| 80 | —XCERRA CORP | 774,404 | $11.1B | 0.49% | |
| 81 | FRPTFRESHPET INC | 296,624 | $10.9B | 0.48% | |
| 82 | RAREULTRAGENYX PHARMACEUTICAL INC | 130,563 | $10.0B | 0.44% | |
| 83 | —CARBONITE INC | 262,950 | $9.4B | 0.41% | |
| 84 | COHUCOHU INC | 356,652 | $9.0B | 0.40% | |
| 85 | LCIILCI INDUSTRIES | 106,518 | $8.8B | 0.39% | |
| 86 | AMDADVANCED MICRO DEVICES INC | 268,525 | $8.3B | 0.37% | |
| 87 | BANDBANDWIDTH INC-CLASS A | 129,237 | $6.9B | 0.31% | |
| 88 | —RESONANT INC | 1,280,885 | $5.2B | 0.23% | |
| 89 | AXTIAXT INC | 539,438 | $3.9B | 0.17% | |
| 90 | OFIXORTHOFIX MEDICAL INC | 50,126 | $2.9B | 0.13% | |
| 91 | —ECHO GLOBAL LOGISTICS INC | 75,789 | $2.3B | 0.10% | |
| 92 | UNFIUNITED NATURAL FOODS INC | 51,972 | $1.6B | 0.07% | |
| 93 | WF2WINTRUST FINANCIAL CORP | 15,696 | $1.3B | 0.06% | |
| 94 | —LONESTAR RESOURCES US I-CL A | 116,232 | $905.0M | 0.04% | |
| 95 | EHCENCOMPASS HEALTH CORP | 10,593 | $826.0M | 0.04% | |
| 96 | NSYNICE LTD - SPON ADR | 5,683 | $651.0M | 0.03% | |
| 97 | ABT2EURABSOLUTE SOFTWARE CORPORATIO | 107,467 | $622.0M | 0.03% | |
| 98 | LKQ1LKQ CORP | 19,358 | $613.0M | 0.03% | |
| 99 | JECUSDJACOBS ENGINEERING GROUP | 7,608 | $582.0M | 0.03% | |
| 100 | PODDINSULET CORP | 4,352 | $461.0M | 0.02% |