Hood River Capital Management LLC Q4 2019 Filing
Filed February 13, 2020
Portfolio Value
$2.3T
Holdings
102
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (102 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KNSLKINSALE CAPITAL GROUP INC | 659,539 | $67.0B | 2.90% | |
| 2 | LITELUMENTUM HOLDINGS INC | 795,677 | $63.1B | 2.73% | |
| 3 | AMRNAMARIN CORP PLC -ADR | 2,736,507 | $58.7B | 2.53% | |
| 4 | SEMSELECT MEDICAL HOLDINGS CORP | 2,497,250 | $58.3B | 2.52% | |
| 5 | TDOCTELADOC HEALTH INC | 648,161 | $54.3B | 2.34% | |
| 6 | CRLCHARLES RIV LABORATORIES INTL | 346,446 | $52.9B | 2.29% | |
| 7 | TRHCEURTABULA RASA HEALTHCARE INC | 1,043,533 | $50.8B | 2.19% | |
| 8 | IARTINTEGRA LIFESCIENCES HOLDING | 867,793 | $50.6B | 2.18% | |
| 9 | —ANIXTER INTERNATIONAL INC | 531,487 | $49.0B | 2.11% | |
| 10 | HQYHEALTHEQUITY INC | 642,640 | $47.6B | 2.06% | |
| 11 | —ELDORADO RESORT | 785,608 | $46.9B | 2.02% | |
| 12 | NUVAGBPNUVASIVE INC | 589,087 | $45.6B | 1.97% | |
| 13 | CNMDCONMED CORP | 400,948 | $44.8B | 1.94% | |
| 14 | GTLSCHART INDUSTRIES INC | 642,971 | $43.4B | 1.87% | |
| 15 | GLOBGLOBANT SA | 381,253 | $40.4B | 1.75% | |
| 16 | DYDYCOM INDUSTRIES INC | 841,177 | $39.7B | 1.71% | |
| 17 | WEAWESTERN ALLIANCE BANCORP | 658,016 | $37.5B | 1.62% | |
| 18 | LHCGUSDLHC GROUP LLC | 255,120 | $35.1B | 1.52% | |
| 19 | LAURLAUREATE EDUCATION INC-A | 1,924,993 | $33.9B | 1.46% | |
| 20 | UPBDRENT-A-CENTER INC | 1,145,951 | $33.0B | 1.43% | |
| 21 | CHGGCHEGG INC | 859,348 | $32.6B | 1.41% | |
| 22 | AMKRAMKOR TECHNOLOGY INC | 2,505,282 | $32.6B | 1.41% | |
| 23 | PCTYPAYLOCITY HOLDING CORP | 263,385 | $31.8B | 1.37% | |
| 24 | OGM1COGENT COMMUNICATIONS HOLDINGS INC | 481,340 | $31.7B | 1.37% | |
| 25 | —BOTTOMLINE TECHNOLOGIES DE | 577,289 | $30.9B | 1.34% | |
| 26 | KTOSKRATOS DEFENSE & SECURITY | 1,643,225 | $29.6B | 1.28% | |
| 27 | ADUSADDUS HOMECARE CORP | 302,382 | $29.4B | 1.27% | |
| 28 | CLHCLEAN HARBORS INC | 341,034 | $29.2B | 1.26% | |
| 29 | AZULQAZUL SA-ADR | 681,747 | $29.2B | 1.26% | |
| 30 | KLICKULICKE & SOFFA INDUSTRIES | 1,061,978 | $28.9B | 1.25% | |
| 31 | RPDRAPID7 INC | 503,669 | $28.2B | 1.22% | |
| 32 | MXMAGNACHIP SEMICONDUCTOR | 2,350,035 | $27.3B | 1.18% | |
| 33 | MTZMASTEC INC | 420,432 | $27.0B | 1.17% | |
| 34 | WNSNWNS HOLDINGS LTD ADR | 407,475 | $27.0B | 1.16% | |
| 35 | NVRIHARSCO CORP | 1,162,800 | $26.8B | 1.16% | |
| 36 | —LIMELIGHT NETWORKS INC | 6,542,768 | $26.7B | 1.15% | |
| 37 | MDRXALLSCRIPTS HEALTHCARE SOLUTIONS | 2,703,744 | $26.5B | 1.15% | |
| 38 | IPHIINPHI CORP | 358,352 | $26.5B | 1.15% | |
| 39 | COHREURCOHERENT INC | 157,808 | $26.3B | 1.13% | |
| 40 | STNGSCORPIO TANKERS INC | 662,574 | $26.1B | 1.13% | |
| 41 | INFNEURINFINERA CORP | 3,084,067 | $24.5B | 1.06% | |
| 42 | BANDBANDWIDTH INC-CLASS A | 370,299 | $23.7B | 1.02% | |
| 43 | —FIRST CASH FINANCIAL SERVICES INC | 281,956 | $22.7B | 0.98% | |
| 44 | TPCTUTOR PERINI CORP | 1,755,971 | $22.6B | 0.98% | |
| 45 | PLUNPLUG POWER INC | 6,940,320 | $21.9B | 0.95% | |
| 46 | FNFABRINET | 336,542 | $21.8B | 0.94% | |
| 47 | —PARSLEY ENERGY INC-CLASS A | 1,151,866 | $21.8B | 0.94% | |
| 48 | DMRCDIGIMARC CORP | 636,957 | $21.4B | 0.92% | |
| 49 | —TRISTATE CAPITAL HOLDINGS INC | 794,584 | $20.8B | 0.90% | |
| 50 | FIXCOMFORT SYSTEMS USA INC | 413,254 | $20.6B | 0.89% | |
| 51 | VICRVICOR CORP | 433,766 | $20.3B | 0.88% | |
| 52 | TNDMTANDEM DIABETES CARE INC | 339,763 | $20.3B | 0.87% | |
| 53 | GKDGRAND CANYON EDUCATION INC | 210,470 | $20.2B | 0.87% | |
| 54 | WCCWESCO INTL INC | 327,801 | $19.5B | 0.84% | |
| 55 | AXONAXON ENTERPRISE INC | 258,136 | $18.9B | 0.82% | |
| 56 | EXLSEXLSERVICE HOLDINGS INC. | 272,104 | $18.9B | 0.82% | |
| 57 | ONTOONTO INNOVATION INC | 509,835 | $18.6B | 0.80% | |
| 58 | CHRSCOHERUS BIOSCIENCES INC | 1,021,161 | $18.4B | 0.79% | |
| 59 | G2CEVERI HOLDINGS INC | 1,337,780 | $18.0B | 0.78% | |
| 60 | CSGPCOSTAR GROUP INC | 29,889 | $17.9B | 0.77% | |
| 61 | PDMPIEDMONT OFFICE REALTY TRU-A | 802,110 | $17.8B | 0.77% | |
| 62 | KRNTKORNIT DIGITAL LTD | 520,629 | $17.8B | 0.77% | |
| 63 | EMEEMCOR GROUP INC | 201,607 | $17.4B | 0.75% | |
| 64 | K6BKBR INC | 546,574 | $16.7B | 0.72% | |
| 65 | MGNXMACROGENICS INC | 1,505,352 | $16.4B | 0.71% | |
| 66 | SAILEURSAILPOINT TECHNOLOGIES HOLDI | 689,718 | $16.3B | 0.70% | |
| 67 | ESPRESPERION THERAPEUTICS INC | 269,845 | $16.1B | 0.69% | |
| 68 | PENNPENN NATIONAL GAMING INC | 620,714 | $15.9B | 0.69% | |
| 69 | FRPTFRESHPET INC | 268,390 | $15.9B | 0.68% | |
| 70 | ZM3ZUMIEZ INC | 448,961 | $15.5B | 0.67% | |
| 71 | NSYNICE LTD - SPON ADR | 99,714 | $15.5B | 0.67% | |
| 72 | KPTIEURKARYOPHARM THERAPEUTICS INC | 716,397 | $13.7B | 0.59% | |
| 73 | HXLHEXCEL CORP | 172,908 | $12.7B | 0.55% | |
| 74 | AANUSDAARONS INC | 219,652 | $12.5B | 0.54% | |
| 75 | AM6AMICUS THERAPEUTICS INC | 1,281,553 | $12.5B | 0.54% | |
| 76 | NTRANATERA INC | 361,644 | $12.2B | 0.53% | |
| 77 | AGIOAGIOS PHARMACEUTICALS INC | 237,404 | $11.3B | 0.49% | |
| 78 | TELLEURTELLURIAN INC | 1,394,339 | $10.2B | 0.44% | |
| 79 | WIREEURENCORE WIRE CORP | 175,188 | $10.1B | 0.43% | |
| 80 | VIAVVIAVI SOLUTIONS INC | 660,870 | $9.9B | 0.43% | |
| 81 | PRPLPURPLE INNOVATION INC | 1,113,928 | $9.7B | 0.42% | |
| 82 | LPSNUSDLIVEPERSON INC | 230,765 | $8.5B | 0.37% | |
| 83 | —ECHO GLOBAL LOGISTICS INC | 384,766 | $8.0B | 0.34% | |
| 84 | PARPAR TECHNOLOGY CORP/DEL | 253,366 | $7.8B | 0.34% | |
| 85 | SIMOSILICON MOTION TECH CORP SPON ADR | 152,436 | $7.7B | 0.33% | |
| 86 | LOVELOVESAC CO/THE | 464,095 | $7.4B | 0.32% | |
| 87 | KNXKNIGHT-SWIFT TRANSPORTATION | 206,343 | $7.4B | 0.32% | |
| 88 | SNDRSCHNEIDER NATIONAL INC-CL B | 292,267 | $6.4B | 0.28% | |
| 89 | PLMRPALOMAR HOLDINGS INC | 114,054 | $5.8B | 0.25% | |
| 90 | PIIMPINJ INC | 197,949 | $5.1B | 0.22% | |
| 91 | ENPHENPHASE ENERGY INC | 158,915 | $4.2B | 0.18% | |
| 92 | EXPEAGLE MATERIALS INC | 42,704 | $3.9B | 0.17% | |
| 93 | AMDADVANCED MICRO DEVICES INC | 58,802 | $2.7B | 0.12% | |
| 94 | PFPTPROOFPOINT INC | 8,628 | $990.0M | 0.04% | |
| 95 | ACAIR CANADA | 25,000 | $934.0M | 0.04% | |
| 96 | CDNSCADENCE DESIGNS SYSTEMS | 9,307 | $646.0M | 0.03% | |
| 97 | MLMMARTIN MARIETTA MATERIALS | 2,153 | $602.0M | 0.03% | |
| 98 | NVMINOVA MEASURING INSTRUMENTS | 12,071 | $457.0M | 0.02% | |
| 99 | —LONESTAR RESOURCES US I-CL A | 170,811 | $446.0M | 0.02% | |
| 100 | AMEAMETEK INC | 4,465 | $445.0M | 0.02% |
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