Hood River Capital Management LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$3.1B
Holdings
124
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (124 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FTAIFTAI AVIATION LTD | 3,571,730 | $127.0T | 4076474.37% | |
| 2 | RMBS*RAMBUS INC | 1,740,030 | $97.1T | 3116589.38% | |
| 3 | LNTHLANTHEUS HOLDINGS INC | 1,195,597 | $83.1T | 2666926.93% | |
| 4 | CELHCELSIUS HOLDINGS INC | 481,093 | $82.6T | 2650408.47% | |
| 5 | FIXCOMFORT SYSTEMS USA INC | 482,397 | $82.2T | 2639162.69% | |
| 6 | ONTOONTO INNOVATION INC | 618,114 | $78.8T | 2530540.96% | |
| 7 | FCFSFIRSTCASH HOLDINGS INC | 758,589 | $76.1T | 2444669.88% | |
| 8 | AXNX*AXONICS INC | 1,353,100 | $75.9T | 2437889.65% | |
| 9 | CLHCLEAN HARBORS INC | 434,446 | $72.7T | 2334285.44% | |
| 10 | VRTVERTIV HOLDINGS LLC | 1,880,984 | $70.0T | 2246438.48% | |
| 11 | KNSLKINSALE CAPITAL GROUP INC | 154,397 | $63.9T | 2052778.26% | |
| 12 | KEXKIRBY CORP | 721,443 | $59.7T | 1917780.27% | |
| 13 | ACLSAXCELIS TECHNOLOGIES INC | 346,501 | $56.5T | 1813809.96% | |
| 14 | SEMSELECT MEDICAL HOLDINGS CORP | 2,170,285 | $54.8T | 1760712.71% | |
| 15 | KRYSKRYSTAL BIOTECH INC | 460,489 | $53.4T | 1714919.49% | |
| 16 | EVHEVOLENT HEALTH INC - A | 1,907,612 | $51.9T | 1667647.19% | |
| 17 | DKNGDRAFTKINGS INC - CL A | 1,656,533 | $48.8T | 1565685.00% | |
| 18 | IMGNEURIMMUNOGEN INC | 3,044,485 | $48.3T | 1551162.34% | |
| 19 | GXOGXO LOGISTICS INC | 820,887 | $48.1T | 1545673.94% | |
| 20 | XPOXPO INC | 642,309 | $48.0T | 1539566.60% | |
| 21 | FNFABRINET | 285,149 | $47.5T | 1525335.81% | |
| 22 | APLDAPPLIED DIGITAL CORP | 7,589,567 | $47.4T | 1520435.76% | |
| 23 | SITMSITIME CORP | 404,899 | $46.3T | 1485146.87% | |
| 24 | FMFFORMFACTOR INC | 1,312,587 | $45.9T | 1472371.79% | |
| 25 | WEAWESTERN ALLIANCE BANCORP | 953,249 | $43.8T | 1406848.57% | |
| 26 | CZRCAESARS ENTERTAINMENT INC | 935,009 | $43.3T | 1391335.98% | |
| 27 | RPDRAPID7 INC | 901,557 | $41.3T | 1325059.75% | |
| 28 | DMLDENISON MINES CORP | 24,529,813 | $40.5T | 1299405.39% | |
| 29 | EXPEAGLE MATERIALS INC | 242,702 | $40.4T | 1297496.65% | |
| 30 | AXONAXON ENTERPRISE INC | 198,773 | $39.6T | 1269857.91% | |
| 31 | NOGNORTHERN OIL AND GAS INC | 927,924 | $37.3T | 1198474.87% | |
| 32 | ATRCATRICURE INC | 847,342 | $37.1T | 1191514.51% | |
| 33 | MTZMASTEC INC | 490,888 | $35.3T | 1134228.10% | |
| 34 | OSISOSI SYSTEMS INC | 293,915 | $34.7T | 1113826.24% | |
| 35 | DCGODOCGO INC | 6,277,004 | $33.5T | 1074103.42% | |
| 36 | GLOBGLOBANT SA | 168,754 | $33.4T | 1071905.80% | |
| 37 | KNFKNIFE RIVER CORP | 668,566 | $32.6T | 1048087.40% | |
| 38 | HASIHANNON ARMSTRONG SUSTAINABLE | 1,530,756 | $32.5T | 1041857.49% | |
| 39 | NSYNICE LTD - SPON ADR | 190,498 | $32.4T | 1039694.70% | |
| 40 | HCIHCI GROUP INC | 593,808 | $32.2T | 1034980.98% | |
| 41 | MODMODINE MANUFACTURING CO | 688,587 | $31.5T | 1011384.75% | |
| 42 | G3VGREEN PLAINS INC | 1,000,754 | $30.1T | 967075.35% | |
| 43 | OPCHOPTION CARE HEALTH INC | 923,954 | $29.9T | 959601.96% | |
| 44 | ENVXENOVIX CORP | 2,349,780 | $29.5T | 946754.58% | |
| 45 | WNSNWNS HOLDINGS LTD ADR | 418,488 | $28.6T | 919785.13% | |
| 46 | GKDGRAND CANYON EDUCATION INC | 242,117 | $28.3T | 908514.73% | |
| 47 | RDNTRADNET INC | 979,482 | $27.6T | 886457.73% | |
| 48 | INSPINSPIRE MEDICAL SYSTEMS INC | 139,113 | $27.6T | 886264.65% | |
| 49 | TFIITFI INTERNATIONAL INC | 211,092 | $27.1T | 870236.14% | |
| 50 | OGM1COGENT COMMUNICATIONS HOLDINGS INC | 437,515 | $27.1T | 869460.97% | |
| 51 | AXSMAXSOME THERAPEUTICS INC | 383,276 | $26.8T | 859989.52% | |
| 52 | INDIINDIE SEMICONDUCTOR INC-A | 3,914,939 | $24.7T | 791830.16% | |
| 53 | BWINBRP GROUP INC-A | 1,046,426 | $24.3T | 780412.50% | |
| 54 | CNMDCONMED CORP | 236,127 | $23.8T | 764518.57% | |
| 55 | NBIXNEUROCRINE BIOSCIENCES INC | 211,297 | $23.8T | 763154.29% | |
| 56 | LOVELOVESAC CO/THE | 1,148,112 | $22.9T | 734243.44% | |
| 57 | ONONON HOLDING AG-CLASS A | 750,763 | $20.9T | 670542.77% | |
| 58 | ROADCONSTRUCTION PARTNERS INC-A | 564,281 | $20.6T | 662320.34% | |
| 59 | BASECOUCHBASE INC | 1,145,981 | $19.7T | 631336.92% | |
| 60 | RILYB. RILEY FINANCIAL INC | 471,202 | $19.3T | 620085.44% | |
| 61 | KLICKULICKE & SOFFA INDUSTRIES | 397,137 | $19.3T | 620027.71% | |
| 62 | CYBRCYBERARK SOFTWARE LTD/ISRAEL | 115,016 | $18.8T | 604726.62% | |
| 63 | KRTXKARUNA THERAPEUTICS INC | 110,556 | $18.7T | 600159.56% | |
| 64 | GENIGENIUS SPORTS LTD | 3,456,744 | $18.4T | 591508.41% | |
| 65 | ACADACADIA PHARMEUTICALS INC | 877,827 | $18.3T | 587317.77% | |
| 66 | ARHSARHAUS INC | 1,824,634 | $17.0T | 544785.07% | |
| 67 | RXORXO INC | 855,627 | $16.9T | 541973.51% | |
| 68 | AAOIAPPLIED OPTOELECTRONICS INC | 1,520,393 | $16.7T | 535462.39% | |
| 69 | IIIVI3 VERTICALS INC-CLASS A | 766,196 | $16.2T | 520009.57% | |
| 70 | DCODUCOMMUN INC DEL | 357,935 | $15.6T | 499988.19% | |
| 71 | INFNEURINFINERA CORP | 3,725,030 | $15.6T | 499887.79% | |
| 72 | CAMTCAMTEK LTD | 242,761 | $15.1T | 485237.69% | |
| 73 | CYTKCYTOKINETICS INC | 502,526 | $14.8T | 475289.01% | |
| 74 | INTAINTAPP INC | 435,717 | $14.6T | 468894.36% | |
| 75 | DFHDREAM FINDERS HOMES INC - A | 646,090 | $14.4T | 461104.09% | |
| 76 | VECOVEECO INSTRUMENTS INC | 507,816 | $14.3T | 458282.97% | |
| 77 | 2L9BLUEPRINT MEDICINES CORP | 273,913 | $13.8T | 441627.23% | |
| 78 | ALHCALIGNMENT HEALTHCARE INC | 1,900,415 | $13.2T | 423422.96% | |
| 79 | HLITHARMONIC INC | 1,220,865 | $11.8T | 377450.86% | |
| 80 | TRNSTRANSCAT INC | 120,000 | $11.8T | 377433.85% | |
| 81 | KTOSKRATOS DEFENSE & SECURITY | 738,370 | $11.1T | 356049.56% | |
| 82 | FIPFTAI INFRASTRUCTURE LLC | 3,316,345 | $10.7T | 342832.56% | |
| 83 | HRMYHARMONY BIOSCIENCES HOLDINGS | 318,544 | $10.4T | 335129.27% | |
| 84 | IOVAIOVANCE BIOTHERAPEUTICS INC | 1,992,335 | $9.1T | 291031.66% | |
| 85 | BLFSBIOLIFE SOLUTIONS INC | 598,377 | $8.3T | 265298.65% | |
| 86 | DOCNDIGITALOCEAN HOLDINGS INC | 330,006 | $7.9T | 254590.44% | |
| 87 | —LILIUM NV | 10,980,889 | $7.8T | 251464.22% | |
| 88 | CBAYUSDCYMABAY THERAPEUTICS INC | 512,411 | $7.6T | 245280.25% | |
| 89 | SKWDSKYWARD SPECIALTY INSURANCE | 231,112 | $6.3T | 203004.21% | |
| 90 | COHUCOHU INC | 145,991 | $5.0T | 161419.39% | |
| 91 | GFLGFL ENVIRONMENTAL INC-SUB VT | 141,180 | $4.5T | 143952.82% | |
| 92 | CDNSCADENCE DESIGNS SYSTEMS | 18,398 | $4.3T | 138391.48% | |
| 93 | AEHRAEHR TEST SYSTEMS | 69,326 | $3.2T | 101713.55% | |
| 94 | CCOCAMECO CORP | 75,572 | $3.0T | 96174.74% | |
| 95 | INSEINSPIRED ENTERTAINMENT INC | 239,224 | $2.9T | 91854.92% | |
| 96 | PRPLPURPLE INNOVATION INC | 1,387,914 | $2.4T | 76194.77% | |
| 97 | VMCVULCAN MATLS CO | 10,892 | $2.2T | 70642.90% | |
| 98 | LSEALANDSEA HOMES CORP | 241,301 | $2.2T | 69644.26% | |
| 99 | PCTYPAYLOCITY HOLDING CORP | 11,868 | $2.2T | 69230.75% | |
| 100 | —RAYZEBIO INC | 84,111 | $1.9T | 59947.66% |
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