Hood River Capital Management LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$3.6B
Holdings
122
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (122 positions)
| Stock | Value |
|---|---|
FTAIFTAI AVIATION LTD | $160.4M |
RMBS*RAMBUS INC | $133.9M |
WEAWESTERN ALLIANCE BANCORP | $102.0M |
FIXCOMFORT SYSTEMS USA INC | $99.2M |
ONTOONTO INNOVATION INC | $96.2M |
FCFSFIRSTCASH HOLDINGS INC | $89.7M |
VRTVERTIV HOLDINGS LLC | $87.3M |
MTZMASTEC INC | $85.7M |
FMFFORMFACTOR INC | $80.9M |
AXNX*AXONICS INC | $80.8M |
CLHCLEAN HARBORS INC | $75.2M |
LNTHLANTHEUS HOLDINGS INC | $74.2M |
EVHEVOLENT HEALTH INC - A | $68.4M |
XPOXPO INC | $62.9M |
HCIHCI GROUP INC | $62.2M |
DKNGDRAFTKINGS INC - CL A | $58.3M |
APLDAPPLIED DIGITAL CORP | $57.9M |
KRYSKRYSTAL BIOTECH INC | $56.9M |
KEXKIRBY CORP | $56.3M |
RPDRAPID7 INC | $53.1M |
VRNSVARONIS SYSTEMS INC | $51.9M |
AXONAXON ENTERPRISE INC | $51.5M |
KNFKNIFE RIVER CORP | $50.3M |
EXPEAGLE MATERIALS INC | $49.4M |
SITMSITIME CORP | $49.4M |
MODMODINE MANUFACTURING CO | $48.2M |
CAMTCAMTEK LTD | $47.1M |
OGM1COGENT COMMUNICATIONS HOLDINGS INC | $46.9M |
CYTKCYTOKINETICS INC | $46.8M |
ASPNASPEN AEROGELS INC | $46.4M |
TSAACI WORLDWIDE INC | $46.2M |
FIVNFIVE9 INC | $46.0M |
CZRCAESARS ENTERTAINMENT INC | $44.1M |
CELHCELSIUS HOLDINGS INC | $43.0M |
DMLDENISON MINES CORP | $41.5M |
2L9BLUEPRINT MEDICINES CORP | $40.6M |
NSYNICE LTD - SPON ADR | $38.3M |
FNFABRINET | $37.8M |
OSISOSI SYSTEMS INC | $37.3M |
RXORXO INC | $36.4M |
RDNTRADNET INC | $34.6M |
DCGODOCGO INC | $34.1M |
INDIINDIE SEMICONDUCTOR INC-A | $33.8M |
BASECOUCHBASE INC | $32.4M |
INSPINSPIRE MEDICAL SYSTEMS INC | $31.8M |
AXSMAXSOME THERAPEUTICS INC | $31.3M |
OPCHOPTION CARE HEALTH INC | $30.9M |
CNMCORE & MAIN INC-CLASS A | $30.3M |
ATRCATRICURE INC | $30.0M |
CYBRCYBERARK SOFTWARE LTD/ISRAEL | $29.3M |
TFIITFI INTERNATIONAL INC | $28.9M |
NOGNORTHERN OIL AND GAS INC | $28.9M |
IM8NINSMED INC | $28.1M |
NBIXNEUROCRINE BIOSCIENCES INC | $28.0M |
G3VGREEN PLAINS INC | $26.9M |
CNMDCONMED CORP | $26.5M |
AAOIAPPLIED OPTOELECTRONICS INC | $26.1M |
DOCNDIGITALOCEAN HOLDINGS INC | $25.4M |
KTOSKRATOS DEFENSE & SECURITY | $24.9M |
AEHRAEHR TEST SYSTEMS | $24.9M |
APGAPI GROUP CORP | $22.9M |
GENIGENIUS SPORTS LTD | $21.6M |
OLLIOLLIE'S BARGAIN OUTLET HLDG INC | $20.1M |
KLICKULICKE & SOFFA INDUSTRIES | $19.6M |
ENVXENOVIX CORP | $19.6M |
HASIHANNON ARMSTRONG SUSTAINABLE | $19.5M |
VRNAVERONA PHARMA PLC - ADR | $18.8M |
LOVELOVESAC CO/THE | $18.5M |
ARHSARHAUS INC | $18.2M |
CAVACAVA GROUP INC | $18.2M |
ROADCONSTRUCTION PARTNERS INC-A | $17.8M |
ALHCALIGNMENT HEALTHCARE INC | $16.8M |
INTAINTAPP INC | $16.8M |
CUBICUSTOMERS BANCO | $16.6M |
IIIVI3 VERTICALS INC-CLASS A | $16.6M |
TRNSTRANSCAT INC | $16.5M |
IOVAIOVANCE BIOTHERAPEUTICS INC | $16.3M |
DFHDREAM FINDERS HOMES INC - A | $14.8M |
BHVNBIOHAVEN LTD | $13.9M |
INFNEURINFINERA CORP | $13.0M |
CBAYUSDCYMABAY THERAPEUTICS INC | $12.3M |
NEONEOGENOMICS INC | $11.9M |
SEMSELECT MEDICAL HOLDINGS CORP | $10.5M |
STNGSCORPIO TANKERS INC | $10.3M |
DCODUCOMMUN INC DEL | $9.8M |
SRRKSCHOLAR ROCK HOLDING CORP | $9.4M |
SKWDSKYWARD SPECIALTY INSURANCE | $9.3M |
FIPFTAI INFRASTRUCTURE LLC | $9.2M |
WNSNWNS HOLDINGS LTD ADR | $8.1M |
BWINBRP GROUP INC-A | $6.3M |
GFLGFL ENVIRONMENTAL INC-SUB VT | $6.2M |
CDNSCADENCE DESIGNS SYSTEMS | $5.5M |
KNSLKINSALE CAPITAL GROUP INC | $4.4M |
—LILIUM NV | $4.1M |
CCOCAMECO CORP | $3.6M |
LSEALANDSEA HOMES CORP | $3.5M |
ENQENTEGRIS INC | $3.4M |
VMCVULCAN MATLS CO | $2.7M |
MRVLMARVELL TECHNOLOGY GROUP LTD | $2.7M |
MDXHMDXHEALTH | $2.1M |
Page 1 of 2Next