Hood River Capital Management LLC Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$2.0T
Holdings
105
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (105 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —BIOTELEMETRY INC | 954,906 | $59.8B | 3.01% | |
| 2 | —ELDORADO RESORT | 1,276,219 | $59.6B | 3.00% | |
| 3 | SG7SAGE THERAPEUTI | 350,368 | $55.7B | 2.80% | |
| 4 | GTLSCHART INDUSTRIES INC | 528,457 | $47.8B | 2.41% | |
| 5 | CRLCHARLES RIV LABORATORIES INTL | 326,175 | $47.4B | 2.38% | |
| 6 | —FIRST CASH FINANCIAL SERVICES INC | 511,603 | $44.3B | 2.23% | |
| 7 | AMRNAMARIN CORP PLC -ADR | 2,055,726 | $42.7B | 2.15% | |
| 8 | GLOBGLOBANT SA | 567,843 | $40.5B | 2.04% | |
| 9 | MTZMASTEC INC | 834,245 | $40.1B | 2.02% | |
| 10 | WCGEURWELLCARE HEALTH PLANS | 146,222 | $39.4B | 1.98% | |
| 11 | FIVNFIVE9 INC | 731,141 | $38.6B | 1.94% | |
| 12 | TPICQTPI COMPOSITES INC | 1,317,969 | $37.7B | 1.90% | |
| 13 | CHGGCHEGG INC | 946,986 | $36.1B | 1.82% | |
| 14 | KNSLKINSALE CAPITAL GROUP INC | 525,317 | $36.0B | 1.81% | |
| 15 | CNMDCONMED CORP | 432,012 | $35.9B | 1.81% | |
| 16 | GKDGRAND CANYON EDUCATION INC | 313,007 | $35.8B | 1.80% | |
| 17 | CSGPCOSTAR GROUP INC | 75,016 | $35.0B | 1.76% | |
| 18 | NVRIHARSCO CORP | 1,702,566 | $34.3B | 1.73% | |
| 19 | TSAACI WORLDWIDE INC | 1,018,613 | $33.5B | 1.68% | |
| 20 | CYBRCYBERARK SOFTWARE LTD/ISRAEL | 274,157 | $32.6B | 1.64% | |
| 21 | LHCGUSDLHC GROUP LLC | 290,356 | $32.2B | 1.62% | |
| 22 | RPDRAPID7 INC | 628,446 | $31.8B | 1.60% | |
| 23 | TRHCEURTABULA RASA HEALTHCARE INC | 548,030 | $30.9B | 1.56% | |
| 24 | KNXKNIGHT-SWIFT TRANSPORTATION | 889,172 | $29.1B | 1.46% | |
| 25 | SEMSELECT MEDICAL HOLDINGS CORP | 1,981,225 | $27.9B | 1.40% | |
| 26 | LITELUMENTUM HOLDINGS INC | 480,305 | $27.2B | 1.37% | |
| 27 | MEDMEDIFAST INC | 205,206 | $26.2B | 1.32% | |
| 28 | MGNXMACROGENICS INC | 1,443,196 | $25.9B | 1.31% | |
| 29 | WNSNWNS HOLDINGS LTD ADR | 469,627 | $25.0B | 1.26% | |
| 30 | —TIER REIT INC | 837,463 | $24.0B | 1.21% | |
| 31 | MMSIMERIT MEDICAL SYSTEMS | 386,661 | $23.9B | 1.20% | |
| 32 | OFIXORTHOFIX MEDICAL INC | 414,618 | $23.4B | 1.18% | |
| 33 | ZM3ZUMIEZ INC | 928,207 | $23.1B | 1.16% | |
| 34 | LAURLAUREATE EDUCATION INC-A | 1,541,817 | $23.1B | 1.16% | |
| 35 | TNDMTANDEM DIABETES CARE INC | 353,708 | $22.5B | 1.13% | |
| 36 | HXLHEXCEL CORP | 322,464 | $22.3B | 1.12% | |
| 37 | EVBGEUREVERBRIDGE INC | 294,983 | $22.1B | 1.11% | |
| 38 | EEFTEURONET WORLDWIDE INC | 153,178 | $21.8B | 1.10% | |
| 39 | —WRIGHT MEDICAL GROUP NV | 675,204 | $21.2B | 1.07% | |
| 40 | TELLEURTELLURIAN INC | 1,772,717 | $19.9B | 1.00% | |
| 41 | SRISTONERIDGE,INC | 687,278 | $19.8B | 1.00% | |
| 42 | IIPRINNOVATIVE INDUSTRIAL PROPER | 237,047 | $19.4B | 0.97% | |
| 43 | WIREEURENCORE WIRE CORP | 332,089 | $19.0B | 0.96% | |
| 44 | PCTYPAYLOCITY HOLDING CORP | 210,890 | $18.8B | 0.95% | |
| 45 | ASGNASGN INC | 290,417 | $18.4B | 0.93% | |
| 46 | —XPERI CORP | 772,672 | $18.1B | 0.91% | |
| 47 | DMRCDIGIMARC CORP | 573,541 | $18.0B | 0.91% | |
| 48 | —LIMELIGHT NETWORKS INC | 5,490,264 | $17.7B | 0.89% | |
| 49 | COHREURCOHERENT INC | 124,034 | $17.6B | 0.88% | |
| 50 | TDOCTELADOC HEALTH INC | 301,913 | $16.8B | 0.84% | |
| 51 | UPBDRENT-A-CENTER INC | 802,484 | $16.7B | 0.84% | |
| 52 | EXLSEXLSERVICE HOLDINGS INC. | 272,105 | $16.3B | 0.82% | |
| 53 | MLKNHERMAN MILLER INC | 448,439 | $15.8B | 0.79% | |
| 54 | AAWWUSDATLAS AIR WORLDWIDE HLDGS INC | 305,231 | $15.4B | 0.78% | |
| 55 | MXMAGNACHIP SEMICONDUCTOR | 2,051,426 | $15.2B | 0.76% | |
| 56 | —K12 INC | 442,900 | $15.1B | 0.76% | |
| 57 | DYDYCOM INDUSTRIES INC | 327,700 | $15.1B | 0.76% | |
| 58 | PENNPENN NATIONAL GAMING INC | 734,890 | $14.8B | 0.74% | |
| 59 | HNGRUSDHANGER INC | 755,513 | $14.4B | 0.72% | |
| 60 | AGIOAGIOS PHARMACEUTICALS INC | 210,376 | $14.2B | 0.71% | |
| 61 | IPHIINPHI CORP | 323,019 | $14.1B | 0.71% | |
| 62 | GLUUGLU MOBILE INC | 1,283,768 | $14.0B | 0.71% | |
| 63 | —CARBONITE INC | 559,997 | $13.9B | 0.70% | |
| 64 | RUNSUNRUN INC | 983,320 | $13.8B | 0.70% | |
| 65 | CDNACAREDX INC | 435,886 | $13.7B | 0.69% | |
| 66 | —US WELL SERVICES INC | 1,655,129 | $13.2B | 0.66% | |
| 67 | GPROGOPRO INC-CLASS A | 1,865,125 | $12.1B | 0.61% | |
| 68 | KFYKORN FERRY | 252,803 | $11.3B | 0.57% | |
| 69 | BANDBANDWIDTH INC-CLASS A | 164,374 | $11.0B | 0.55% | |
| 70 | ODFLOLD DOMINION FREIGHT LINE | 74,952 | $10.8B | 0.54% | |
| 71 | VICRVICOR CORP | 340,564 | $10.6B | 0.53% | |
| 72 | ATRCATRICURE INC | 393,385 | $10.5B | 0.53% | |
| 73 | PWRQUANTA SERVICES | 277,906 | $10.5B | 0.53% | |
| 74 | —ACACIA COMMUNICATIONS INC | 177,900 | $10.2B | 0.51% | |
| 75 | IARTINTEGRA LIFESCIENCES HOLDING | 180,772 | $10.1B | 0.51% | |
| 76 | G2CEVERI HOLDINGS INC | 950,266 | $10.0B | 0.50% | |
| 77 | MCFTMASTERCRAFT BOAT HOLDINGS IN | 441,175 | $10.0B | 0.50% | |
| 78 | MBUUMALIBU BOATS INC - A | 250,485 | $9.9B | 0.50% | |
| 79 | AGSPLAYAGS INC | 402,272 | $9.6B | 0.48% | |
| 80 | LOVELOVESAC CO/THE | 342,857 | $9.5B | 0.48% | |
| 81 | PGTIUSDPGT INNOVATIONS INC | 686,730 | $9.5B | 0.48% | |
| 82 | LNWOSCIENTIFIC GAMES CORP | 465,087 | $9.5B | 0.48% | |
| 83 | —NATIONAL GENERAL HLDGS | 397,124 | $9.4B | 0.47% | |
| 84 | RAREULTRAGENYX PHARMACEUTICAL INC | 127,081 | $8.8B | 0.44% | |
| 85 | WEAWESTERN ALLIANCE BANCORP | 204,165 | $8.4B | 0.42% | |
| 86 | —TRISTATE CAPITAL HOLDINGS INC | 376,210 | $7.7B | 0.39% | |
| 87 | COHUCOHU INC | 506,939 | $7.5B | 0.38% | |
| 88 | VNDAVANDA PHARMACEUTICALS | 226,736 | $4.2B | 0.21% | |
| 89 | AMRSEURAMYRIS INC | 1,417,517 | $3.0B | 0.15% | |
| 90 | —VIVEVE MEDICAL INC | 2,972,616 | $2.8B | 0.14% | |
| 91 | WATTENERGOUS CORP | 431,438 | $2.7B | 0.14% | |
| 92 | KTOSKRATOS DEFENSE & SECURITY | 174,883 | $2.7B | 0.14% | |
| 93 | NSYNICE LTD - SPON ADR | 11,643 | $1.4B | 0.07% | |
| 94 | —MICRO FOCUS INTL-SPN ADR | 49,342 | $1.3B | 0.06% | |
| 95 | LEVILEVI STRAUSS & CO- CLASS A | 38,000 | $895.0M | 0.05% | |
| 96 | QTRXQUANTERIX CORP | 31,717 | $819.0M | 0.04% | |
| 97 | AMDADVANCED MICRO DEVICES INC | 28,000 | $715.0M | 0.04% | |
| 98 | ABT2EURABSOLUTE SOFTWARE CORPORATIO | 105,080 | $710.0M | 0.04% | |
| 99 | ACAIR CANADA | 25,000 | $603.0M | 0.03% | |
| 100 | EAELECTRONIC ARTS INC | 5,692 | $578.0M | 0.03% |
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