Hood River Capital Management LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$3.0T
Holdings
105
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (105 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CZRCAESARS ENTERTAINMENT INC | 1,703,395 | $126.5B | 4.19% | |
| 2 | VICRVICOR CORP | 958,631 | $88.4B | 2.93% | |
| 3 | SEMSELECT MEDICAL HOLDINGS CORP | 3,107,161 | $85.9B | 2.84% | |
| 4 | LITELUMENTUM HOLDINGS INC | 839,985 | $79.6B | 2.64% | |
| 5 | CELHCELSIUS HOLDINGS INC | 1,193,773 | $60.1B | 1.99% | |
| 6 | TLSTELOS CORPORATION | 1,803,627 | $59.5B | 1.97% | |
| 7 | NTRANATERA INC | 576,839 | $57.4B | 1.90% | |
| 8 | —TALEND SA - ADR | 1,488,055 | $57.1B | 1.89% | |
| 9 | ENOVCOLFAX CORP | 1,482,952 | $56.7B | 1.88% | |
| 10 | UPBDRENT-A-CENTER INC | 1,464,904 | $56.1B | 1.86% | |
| 11 | NOVAQSUNNOVA ENERGY INTERNATIONAL | 1,210,486 | $54.6B | 1.81% | |
| 12 | PLNTPLANET FITNESS INC - CL A | 700,613 | $54.4B | 1.80% | |
| 13 | AZULQAZUL SA-ADR | 2,288,751 | $52.2B | 1.73% | |
| 14 | IIPRINNOVATIVE INDUSTRIAL PROPER | 284,240 | $52.1B | 1.72% | |
| 15 | AM6AMICUS THERAPEUTICS INC | 2,204,140 | $50.9B | 1.68% | |
| 16 | KTOSKRATOS DEFENSE & SECURITY | 1,760,916 | $48.3B | 1.60% | |
| 17 | KNSLKINSALE CAPITAL GROUP INC | 236,168 | $47.3B | 1.56% | |
| 18 | LPROOPEN LENDING CORP - CL A | 1,334,238 | $46.6B | 1.54% | |
| 19 | LHCGUSDLHC GROUP LLC | 211,164 | $45.0B | 1.49% | |
| 20 | CRLCHARLES RIV LABORATORIES INTL | 174,320 | $43.6B | 1.44% | |
| 21 | HASIHANNON ARMSTRONG SUSTAINABLE | 674,495 | $42.8B | 1.42% | |
| 22 | VCRAUSDVOCERA COMMUNICATIONS INC | 1,026,892 | $42.6B | 1.41% | |
| 23 | SITMSITIME CORP | 380,133 | $42.5B | 1.41% | |
| 24 | FRG1EURFRANCHISE GROUP INC | 1,394,429 | $42.5B | 1.41% | |
| 25 | WEAWESTERN ALLIANCE BANCORP | 706,005 | $42.3B | 1.40% | |
| 26 | FRPTFRESHPET INC | 294,755 | $41.9B | 1.39% | |
| 27 | PLUNPLUG POWER INC | 1,231,934 | $41.8B | 1.38% | |
| 28 | TFIITFI INTERNATIONAL INC | 801,408 | $41.3B | 1.37% | |
| 29 | —MEDALLIA INC | 1,219,800 | $40.5B | 1.34% | |
| 30 | TXRHTEXAS ROADHOUSE INC CL A | 516,908 | $40.4B | 1.34% | |
| 31 | MTZMASTEC INC | 586,921 | $40.0B | 1.32% | |
| 32 | CRUSCIRRUS LOGIC INC | 479,365 | $39.4B | 1.30% | |
| 33 | LSCCLATTICE SEMICONDUCTOR CORP | 808,963 | $37.1B | 1.23% | |
| 34 | GTLSCHART INDUSTRIES INC | 309,774 | $36.5B | 1.21% | |
| 35 | RSIRUSH STREET INTERACTIVE INC | 1,590,569 | $34.4B | 1.14% | |
| 36 | CALXCALIX INC. | 1,142,377 | $34.0B | 1.13% | |
| 37 | LOVELOVESAC CO/THE | 771,620 | $33.2B | 1.10% | |
| 38 | BOOTBOOT BARN HOLDINGS INC | 757,853 | $32.9B | 1.09% | |
| 39 | NSYNICE LTD - SPON ADR | 113,009 | $32.0B | 1.06% | |
| 40 | IARTINTEGRA LIFESCIENCES HOLDING | 482,813 | $31.3B | 1.04% | |
| 41 | NUVAGBPNUVASIVE INC | 551,812 | $31.1B | 1.03% | |
| 42 | ONON SEMICONDUCTOR CORP | 926,506 | $30.3B | 1.00% | |
| 43 | HQYHEALTHEQUITY INC | 433,647 | $30.2B | 1.00% | |
| 44 | ARWRARROWHEAD PHARMACEUTICALS IN | 393,263 | $30.2B | 1.00% | |
| 45 | KRNTKORNIT DIGITAL LTD | 322,565 | $28.8B | 0.95% | |
| 46 | CLHCLEAN HARBORS INC | 367,820 | $28.0B | 0.93% | |
| 47 | ONTOONTO INNOVATION INC | 574,303 | $27.3B | 0.90% | |
| 48 | EXPEAGLE MATERIALS INC | 266,012 | $27.0B | 0.89% | |
| 49 | LASRNLIGHT INC | 822,140 | $26.8B | 0.89% | |
| 50 | FOXFFOX FACTORY HOLDING CORP | 250,761 | $26.5B | 0.88% | |
| 51 | KLICKULICKE & SOFFA INDUSTRIES | 827,572 | $26.3B | 0.87% | |
| 52 | AXNX*AXONICS MODULATION TECHNOLOG | 524,191 | $26.2B | 0.87% | |
| 53 | CNMDCONMED CORP | 232,412 | $26.0B | 0.86% | |
| 54 | XPOXPO LOGISTICS INC | 212,421 | $25.3B | 0.84% | |
| 55 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 425,661 | $24.3B | 0.80% | |
| 56 | ESTCELASTIC NV | 161,808 | $23.6B | 0.78% | |
| 57 | IOVAIOVANCE BIOTHERAPEUTICS INC | 505,411 | $23.5B | 0.78% | |
| 58 | PLMRPALOMAR HOLDINGS INC | 261,754 | $23.3B | 0.77% | |
| 59 | CHGGCHEGG INC | 246,346 | $22.3B | 0.74% | |
| 60 | EEFTEURONET WORLDWIDE INC | 152,412 | $22.1B | 0.73% | |
| 61 | PRKSSEAWORLD ENTERTAINMENT INC | 696,814 | $22.0B | 0.73% | |
| 62 | JRVRJAMES RIVER GROUP HOLDINGS L | 445,982 | $21.9B | 0.73% | |
| 63 | MIC2EURMACQUARIE INFRASTRUCTURE CORP | 574,321 | $21.6B | 0.71% | |
| 64 | KEXKIRBY CORP | 396,654 | $20.6B | 0.68% | |
| 65 | FTAIEURFORTRESS TRANSPORTATION & IN | 869,182 | $20.4B | 0.67% | |
| 66 | ITGRINTEGER HOLDINGS CORP | 248,981 | $20.2B | 0.67% | |
| 67 | —TRISTATE CAPITAL HOLDINGS INC | 1,128,209 | $19.6B | 0.65% | |
| 68 | ICHRICHOR HOLDINGS LTD | 614,071 | $18.5B | 0.61% | |
| 69 | JBLJABIL INC | 430,922 | $18.3B | 0.61% | |
| 70 | —BIOHAVEN PHARMACEUTICAL HOLD | 208,946 | $17.9B | 0.59% | |
| 71 | AMSCAMERICAN SUPERCONDUCTOR CORP | 741,688 | $17.4B | 0.57% | |
| 72 | IM8NINSMED INC | 521,556 | $17.4B | 0.57% | |
| 73 | —GAN LTD | 842,268 | $17.1B | 0.57% | |
| 74 | XLRNACCELERON PHARMA INC | 131,982 | $16.9B | 0.56% | |
| 75 | TTCFQTATTOOED CHEF INC | 734,896 | $16.8B | 0.56% | |
| 76 | MGNXMACROGENICS INC | 690,344 | $15.8B | 0.52% | |
| 77 | KRYSKRYSTAL BIOTECH INC | 261,122 | $15.7B | 0.52% | |
| 78 | CERSCERUS CORP | 2,234,280 | $15.5B | 0.51% | |
| 79 | ZYXIQZYNEX INC | 1,141,199 | $15.4B | 0.51% | |
| 80 | IIIVI3 VERTICALS INC-CLASS A | 453,672 | $15.1B | 0.50% | |
| 81 | KPTIEURKARYOPHARM THERAPEUTICS INC | 931,754 | $14.4B | 0.48% | |
| 82 | KNXKNIGHT-SWIFT TRANSPORTATION | 342,732 | $14.3B | 0.47% | |
| 83 | —ZOGENIX INC | 697,577 | $13.9B | 0.46% | |
| 84 | KRTXKARUNA THERAPEUTICS INC | 134,381 | $13.7B | 0.45% | |
| 85 | —VIVINT SMART HOME INC | 596,086 | $12.4B | 0.41% | |
| 86 | DOOREURMASONITE INTERNATIONAL CORP | 100,385 | $9.9B | 0.33% | |
| 87 | AGIOAGIOS PHARMACEUTICALS INC | 217,435 | $9.4B | 0.31% | |
| 88 | RETAEURREATA PHARMACEUTICALS INC-A | 73,014 | $9.0B | 0.30% | |
| 89 | —LF CAPITAL ACQUISITION COR-A | 813,869 | $8.6B | 0.29% | |
| 90 | NSSCNAPCO SECURITY TECHNOLOGIES | 308,429 | $8.1B | 0.27% | |
| 91 | ESPRESPERION THERAPEUTICS INC | 310,070 | $8.1B | 0.27% | |
| 92 | AMDADVANCED MICRO DEVICES INC | 40,302 | $3.7B | 0.12% | |
| 93 | GTIIGREEN THUMB INDUSTRIES INC | 95,766 | $2.3B | 0.08% | |
| 94 | GTMZOOMINFO TECHNOLOGIES INC-A | 33,000 | $1.6B | 0.05% | |
| 95 | CDNSCADENCE DESIGNS SYSTEMS | 7,659 | $1.0B | 0.03% | |
| 96 | GFLGFL ENVIRONMENTAL INC-SUB VT | 28,168 | $822.0M | 0.03% | |
| 97 | TREXTREX COMPANY INC | 8,724 | $730.0M | 0.02% | |
| 98 | VMCVULCAN MATLS CO | 4,652 | $690.0M | 0.02% | |
| 99 | ETONETON PHARMACEUTICALS INC | 76,397 | $621.0M | 0.02% | |
| 100 | ONDSONDAS HOLDINGS INC | 64,530 | $602.0M | 0.02% |
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