Hood River Capital Management LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$2.8T
Holdings
105
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (105 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CELHCELSIUS HOLDINGS INC | 1,446,388 | $150.5B | 5.47% | |
| 2 | MTZMASTEC INC | 1,180,249 | $100.7B | 3.66% | |
| 3 | CALXCALIX INC. | 1,453,397 | $99.5B | 3.61% | |
| 4 | AXONAXON ENTERPRISE INC | 562,159 | $93.3B | 3.39% | |
| 5 | LNTHLANTHEUS HOLDINGS INC | 1,570,799 | $80.0B | 2.91% | |
| 6 | AXNX*AXONICS INC | 1,263,970 | $79.0B | 2.87% | |
| 7 | EXLSEXLSERVICE HOLDINGS INC | 450,186 | $76.3B | 2.77% | |
| 8 | WNSNWNS HOLDINGS LTD ADR | 719,120 | $57.5B | 2.09% | |
| 9 | FTAIFTAI AVIATION LTD | 3,343,113 | $57.2B | 2.08% | |
| 10 | SEMSELECT MEDICAL HOLDINGS CORP | 2,296,743 | $57.0B | 2.07% | |
| 11 | TFIITFI INTERNATIONAL INC | 547,987 | $54.9B | 2.00% | |
| 12 | FNFABRINET | 413,159 | $53.0B | 1.92% | |
| 13 | FIXCOMFORT SYSTEMS USA INC | 447,439 | $51.5B | 1.87% | |
| 14 | WEAWESTERN ALLIANCE BANCORP | 855,625 | $51.0B | 1.85% | |
| 15 | OPCHOPTION CARE HEALTH INC | 1,656,697 | $49.9B | 1.81% | |
| 16 | KNSLKINSALE CAPITAL GROUP INC | 186,179 | $48.7B | 1.77% | |
| 17 | FCFSFIRSTCASH HOLDINGS INC | 533,008 | $46.3B | 1.68% | |
| 18 | CLHCLEAN HARBORS INC | 403,327 | $46.0B | 1.67% | |
| 19 | KRTXKARUNA THERAPEUTICS INC | 232,659 | $45.7B | 1.66% | |
| 20 | EXPEAGLE MATERIALS INC | 343,719 | $45.7B | 1.66% | |
| 21 | FIVNFIVE9 INC | 664,743 | $45.1B | 1.64% | |
| 22 | ITCIEURINTRA-CELLULAR THERAPIES INC | 793,671 | $42.0B | 1.53% | |
| 23 | RMBS*RAMBUS INC | 1,149,753 | $41.2B | 1.50% | |
| 24 | CRDOCREDO TECHNOLOGY GROUP HOLDINGS | 3,089,199 | $41.1B | 1.49% | |
| 25 | VMIVALMONT INDS INC | 122,051 | $40.4B | 1.47% | |
| 26 | DCGODOCGO INC | 5,573,207 | $39.4B | 1.43% | |
| 27 | KEXKIRBY CORP | 588,085 | $37.8B | 1.37% | |
| 28 | ADTNADTRAN HOLDINGS INC | 2,012,309 | $37.8B | 1.37% | |
| 29 | AXSMAXSOME THERAPEUTICS INC | 460,295 | $35.5B | 1.29% | |
| 30 | PLNTPLANET FITNESS INC - CL A | 441,733 | $34.8B | 1.26% | |
| 31 | STNGSCORPIO TANKERS INC | 639,414 | $34.4B | 1.25% | |
| 32 | KRYSKRYSTAL BIOTECH INC | 426,879 | $33.8B | 1.23% | |
| 33 | PLUNPLUG POWER INC | 2,712,780 | $33.6B | 1.22% | |
| 34 | CZRCAESARS ENTERTAINMENT INC | 802,501 | $33.4B | 1.21% | |
| 35 | OCFCOCEANFIRST FINANCIAL CORP | 1,547,098 | $32.9B | 1.19% | |
| 36 | BOOTBOOT BARN HOLDINGS INC | 515,039 | $32.2B | 1.17% | |
| 37 | HLITHARMONIC INC | 2,344,681 | $30.7B | 1.12% | |
| 38 | SITMSITIME CORP | 298,551 | $30.3B | 1.10% | |
| 39 | ARANTERO RESOURCES CORP | 949,703 | $29.4B | 1.07% | |
| 40 | CERE1EURCEREVEL THERAPEUTICS HOLDING | 923,638 | $29.1B | 1.06% | |
| 41 | NOGNORTHERN OIL AND GAS INC | 914,410 | $28.2B | 1.02% | |
| 42 | AEHRAEHR TEST SYSTEMS | 1,355,769 | $27.3B | 0.99% | |
| 43 | PLYAPLAYA HOTELS & RESORTS NV | 4,165,816 | $27.2B | 0.99% | |
| 44 | ALHCALIGNMENT HEALTHCARE INC | 2,176,787 | $25.6B | 0.93% | |
| 45 | HASIHANNON ARMSTRONG SUSTAINABLE | 861,813 | $25.0B | 0.91% | |
| 46 | DMLDENISON MINES CORP | 21,588,493 | $24.8B | 0.90% | |
| 47 | GDENGOLDEN ENTERTAINMENT INC | 657,706 | $24.6B | 0.89% | |
| 48 | NBIXNEUROCRINE BIOSCIENCES INC | 199,688 | $23.9B | 0.87% | |
| 49 | WIREEURENCORE WIRE CORP | 167,590 | $23.1B | 0.84% | |
| 50 | EVHEVOLENT HEALTH INC - A | 798,500 | $22.4B | 0.81% | |
| 51 | CYTKCYTOKINETICS INC | 475,473 | $21.8B | 0.79% | |
| 52 | SGRYSURGERY PARTNERS INC | 759,415 | $21.2B | 0.77% | |
| 53 | AMPSUSDALTUS POWER INC | 3,137,747 | $20.5B | 0.74% | |
| 54 | PRSUVIAD CORP | 735,047 | $17.9B | 0.65% | |
| 55 | ALKSALKERMES PLC | 685,942 | $17.9B | 0.65% | |
| 56 | IIIVI3 VERTICALS INC-CLASS A | 665,850 | $16.2B | 0.59% | |
| 57 | HRMYHARMONY BIOSCIENCES HOLDINGS | 293,867 | $16.2B | 0.59% | |
| 58 | HCIHCI GROUP INC | 396,549 | $15.7B | 0.57% | |
| 59 | ARWRARROWHEAD PHARMACEUTICALS IN | 373,254 | $15.1B | 0.55% | |
| 60 | 7SUSUMMIT MATERIALS INC -CL A | 532,048 | $15.1B | 0.55% | |
| 61 | CERSCERUS CORP | 4,120,851 | $15.0B | 0.55% | |
| 62 | INFNEURINFINERA CORP | 2,214,740 | $14.9B | 0.54% | |
| 63 | GTMZOOMINFO TECHNOLOGIES INC-A | 485,885 | $14.6B | 0.53% | |
| 64 | GKDGRAND CANYON EDUCATION INC | 136,311 | $14.4B | 0.52% | |
| 65 | G3VGREEN PLAINS INC | 464,975 | $14.2B | 0.52% | |
| 66 | TBBKBANCORP INC | 481,383 | $13.7B | 0.50% | |
| 67 | GXOGXO LOGISTICS INC | 319,919 | $13.7B | 0.50% | |
| 68 | BWINBRP GROUP INC-A | 538,307 | $13.5B | 0.49% | |
| 69 | RXORXO INC | 777,132 | $13.4B | 0.49% | |
| 70 | ACLSAXCELIS TECHNOLOGIES INC | 168,365 | $13.4B | 0.49% | |
| 71 | CLFDCLEARFIELD INC | 140,034 | $13.2B | 0.48% | |
| 72 | ONTOONTO INNOVATION INC | 190,675 | $13.0B | 0.47% | |
| 73 | ASPNASPEN AEROGELS INC | 1,052,013 | $12.4B | 0.45% | |
| 74 | FNKOFUNKO INC-CLASS A | 982,210 | $10.7B | 0.39% | |
| 75 | KZRKEZAR LIFE SCIENCES INC | 1,392,476 | $9.8B | 0.36% | |
| 76 | FIPFTAI INFRASTRUCTURE LLC | 3,257,957 | $9.6B | 0.35% | |
| 77 | NSYNICE LTD - SPON ADR | 48,614 | $9.3B | 0.34% | |
| 78 | BEAMBEAM THERAPEUTICS INC | 231,397 | $9.0B | 0.33% | |
| 79 | APLDAPPLIED DIGITAL CORP | 3,593,528 | $6.6B | 0.24% | |
| 80 | VERVVERVE THERAPEUTICS INC | 335,415 | $6.5B | 0.24% | |
| 81 | AMDADVANCED MICRO DEVICES INC | 55,023 | $3.6B | 0.13% | |
| 82 | DMRCDIGIMARC CORP | 166,043 | $3.1B | 0.11% | |
| 83 | GFLGFL ENVIRONMENTAL INC-SUB VT | 79,238 | $2.3B | 0.08% | |
| 84 | CDNSCADENCE DESIGNS SYSTEMS | 10,400 | $1.7B | 0.06% | |
| 85 | CYHCOMMUNITY HEALTH SYSTEMS INC | 353,713 | $1.5B | 0.06% | |
| 86 | DECKDECKERS OUTDOOR CORP | 3,716 | $1.5B | 0.05% | |
| 87 | INSEINSPIRED ENTERTAINMENT INC | 106,027 | $1.3B | 0.05% | |
| 88 | FWRGFIRST WATCH RESTAURANT GROUP | 80,397 | $1.1B | 0.04% | |
| 89 | VMCVULCAN MATLS CO | 6,005 | $1.1B | 0.04% | |
| 90 | XPOFXPONENTIAL FITNESS INC-A | 45,545 | $1.0B | 0.04% | |
| 91 | DOCUDOCUSIGN INC | 18,745 | $1.0B | 0.04% | |
| 92 | ADTADT INC | 113,708 | $1.0B | 0.04% | |
| 93 | PAYCPAYCOM SOFTWARE INC | 2,906 | $901.8M | 0.03% | |
| 94 | APAAPA CORP | 16,094 | $751.3M | 0.03% | |
| 95 | —REAL GOOD FOOD CO INC/THE | 93,817 | $622.0M | 0.02% | |
| 96 | —QUALTRICS INTERNATIONAL-CL A | 41,083 | $426.4M | 0.02% | |
| 97 | NXPINXP SEMICONDUCTORS NV | 502 | $79.3M | 0.00% | |
| 98 | UANCVR PARTNERS LP | 422 | $42.4M | 0.00% | |
| 99 | ESTAESTABLISHMENT LABS HOLDINGS | 522 | $34.3M | 0.00% | |
| 100 | NTBBANK OF N.T. BUTTERFIELD&SON | 910 | $27.1M | 0.00% |
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