Hood River Capital Management LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$4.5B
Holdings
128
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (128 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FTAIFTAI AVIATION LTD | 3,333,872 | $224.4T | 5004919.41% | |
| 2 | FIXCOMFORT SYSTEMS USA INC | 479,656 | $152.4T | 3399334.24% | |
| 3 | RMBS*RAMBUS INC | 2,048,572 | $126.6T | 2824509.74% | |
| 4 | VRTVERTIV HOLDINGS LLC | 1,530,632 | $125.0T | 2788473.00% | |
| 5 | ONTOONTO INNOVATION INC | 672,230 | $121.7T | 2715322.86% | |
| 6 | FCFSFIRSTCASH HOLDINGS INC | 879,700 | $112.2T | 2502730.62% | |
| 7 | WEAWESTERN ALLIANCE BANCORP | 1,641,660 | $105.4T | 2350626.85% | |
| 8 | FMFFORMFACTOR INC | 2,079,052 | $94.9T | 2116162.06% | |
| 9 | XPOXPO INC | 768,011 | $93.7T | 2090581.74% | |
| 10 | CLHCLEAN HARBORS INC | 452,063 | $91.0T | 2030006.44% | |
| 11 | KRYSKRYSTAL BIOTECH INC | 495,586 | $88.2T | 1966986.19% | |
| 12 | HCIHCI GROUP INC | 721,876 | $83.8T | 1869188.52% | |
| 13 | DKNGDRAFTKINGS INC - CL A | 1,763,944 | $80.1T | 1786773.06% | |
| 14 | VRNSVARONIS SYSTEMS INC | 1,611,871 | $76.0T | 1696013.32% | |
| 15 | KEXKIRBY CORP | 768,598 | $73.3T | 1634242.06% | |
| 16 | EVHEVOLENT HEALTH INC - A | 2,207,037 | $72.4T | 1614299.57% | |
| 17 | LNTHLANTHEUS HOLDINGS INC | 1,122,065 | $69.8T | 1557832.30% | |
| 18 | MTZMASTEC INC | 747,488 | $69.7T | 1554841.66% | |
| 19 | EXPEAGLE MATERIALS INC | 253,985 | $69.0T | 1539610.01% | |
| 20 | AXONAXON ENTERPRISE INC | 213,724 | $66.9T | 1491640.61% | |
| 21 | ATKRATKORE INC | 335,678 | $63.9T | 1425383.33% | |
| 22 | QTWOQ2 HOLDINGS INC | 1,194,167 | $62.8T | 1400082.18% | |
| 23 | KNFKNIFE RIVER CORP | 722,849 | $58.6T | 1307357.69% | |
| 24 | ASPNASPEN AEROGELS INC | 3,300,443 | $58.1T | 1295740.42% | |
| 25 | CAMTCAMTEK LTD | 691,780 | $58.0T | 1292675.81% | |
| 26 | VKTXVIKING THERAPEUTICS INC | 671,928 | $55.1T | 1229050.40% | |
| 27 | TSAACI WORLDWIDE INC | 1,656,745 | $55.0T | 1227319.52% | |
| 28 | NSYNICE LTD - SPON ADR | 206,460 | $53.8T | 1200263.95% | |
| 29 | RDNTRADNET INC | 1,071,129 | $52.1T | 1162644.61% | |
| 30 | CYTKCYTOKINETICS INC | 696,647 | $48.8T | 1089496.50% | |
| 31 | OGM1COGENT COMMUNICATIONS HOLDINGS INC | 735,494 | $48.0T | 1071827.50% | |
| 32 | ASAMER SPORTS INC | 2,931,159 | $47.8T | 1065761.64% | |
| 33 | KTOSKRATOS DEFENSE & SECURITY | 2,556,787 | $47.0T | 1048270.00% | |
| 34 | DMLDENISON MINES CORP | 23,125,163 | $45.1T | 1005894.69% | |
| 35 | 2L9BLUEPRINT MEDICINES CORP | 470,126 | $44.6T | 994787.89% | |
| 36 | CZRCAESARS ENTERTAINMENT INC | 1,003,628 | $43.9T | 979229.87% | |
| 37 | CAVACAVA GROUP INC | 624,377 | $43.7T | 975636.72% | |
| 38 | APGAPI GROUP CORP | 1,097,938 | $43.1T | 961771.31% | |
| 39 | AXSMAXSOME THERAPEUTICS INC | 520,750 | $41.6T | 926969.13% | |
| 40 | OSISOSI SYSTEMS INC | 286,324 | $40.9T | 912178.62% | |
| 41 | INSPINSPIRE MEDICAL SYSTEMS INC | 189,237 | $40.6T | 906678.28% | |
| 42 | COHRCOHERENT INC | 670,231 | $40.6T | 906303.26% | |
| 43 | BASECOUCHBASE INC | 1,511,521 | $39.8T | 887090.93% | |
| 44 | RXORXO INC | 1,791,908 | $39.2T | 874173.41% | |
| 45 | IOVAIOVANCE BIOTHERAPEUTICS INC | 2,624,238 | $38.9T | 867530.04% | |
| 46 | SNSHARKNINJA INC | 614,706 | $38.3T | 854119.99% | |
| 47 | APLDAPPLIED DIGITAL CORP | 8,824,532 | $37.8T | 842497.37% | |
| 48 | CYBRCYBERARK SOFTWARE LTD/ISRAEL | 140,412 | $37.3T | 831983.00% | |
| 49 | ICHRICHOR HOLDINGS LTD | 957,294 | $37.0T | 824689.96% | |
| 50 | FIVNFIVE9 INC | 589,196 | $36.6T | 816308.70% | |
| 51 | TFIITFI INTERNATIONAL INC | 226,888 | $36.2T | 807042.46% | |
| 52 | SMCIUSDSUPER MICRO COMPUTER INC | 35,115 | $35.5T | 791152.20% | |
| 53 | SITMSITIME CORP | 377,632 | $35.2T | 785339.73% | |
| 54 | 7SUSUMMIT MATERIALS INC -CL A | 745,020 | $33.2T | 740702.25% | |
| 55 | NOGNORTHERN OIL AND GAS INC | 835,223 | $33.1T | 739277.03% | |
| 56 | OPCHOPTION CARE HEALTH INC | 975,821 | $32.7T | 730073.05% | |
| 57 | DOCNDIGITALOCEAN HOLDINGS INC | 846,844 | $32.3T | 721227.77% | |
| 58 | NBIXNEUROCRINE BIOSCIENCES INC | 227,998 | $31.4T | 701441.38% | |
| 59 | PLAYDAVE & BUSTER'S ENTERTAINMENT | 482,889 | $30.2T | 674302.46% | |
| 60 | SGSWEETGREEN INC - CLASS A | 1,152,222 | $29.1T | 649236.03% | |
| 61 | IM8NINSMED INC | 962,501 | $26.1T | 582484.11% | |
| 62 | IIIVI3 VERTICALS INC-CLASS A | 1,119,931 | $25.6T | 571834.25% | |
| 63 | INDIINDIE SEMICONDUCTOR INC-A | 3,603,704 | $25.5T | 569135.22% | |
| 64 | INFNEURINFINERA CORP | 4,162,231 | $25.1T | 559856.33% | |
| 65 | ARHSARHAUS INC | 1,547,296 | $23.8T | 531184.16% | |
| 66 | CELHCELSIUS HOLDINGS INC | 284,361 | $23.6T | 525971.76% | |
| 67 | ROADCONSTRUCTION PARTNERS INC-A | 410,000 | $23.0T | 513531.06% | |
| 68 | DFHDREAM FINDERS HOMES INC - A | 516,071 | $22.6T | 503410.23% | |
| 69 | TGTXTG THERAPEUTICS INC | 1,474,037 | $22.4T | 500115.95% | |
| 70 | HASIHANNON ARMSTRONG SUSTAINABLE | 779,832 | $22.1T | 494029.06% | |
| 71 | AMSCAMERICAN SUPERCONDUCTOR CORP | 1,618,807 | $21.9T | 487846.88% | |
| 72 | BROSDUTCH BROS INC-CLASS A | 633,111 | $20.9T | 466043.98% | |
| 73 | AAOIAPPLIED OPTOELECTRONICS INC | 1,439,404 | $20.0T | 445019.49% | |
| 74 | LTHLIFE TIME GROUP HOLDINGS INC | 1,257,960 | $19.5T | 435503.50% | |
| 75 | CNMCORE & MAIN INC-CLASS A | 327,542 | $18.8T | 418288.19% | |
| 76 | KNSLKINSALE CAPITAL GROUP INC | 35,470 | $18.6T | 415181.95% | |
| 77 | MODMODINE MANUFACTURING CO | 195,523 | $18.6T | 415166.47% | |
| 78 | BHVNBIOHAVEN LTD | 336,454 | $18.4T | 410456.10% | |
| 79 | OLLIOLLIE'S BARGAIN OUTLET HLDG INC | 229,162 | $18.2T | 406747.65% | |
| 80 | TRNSTRANSCAT INC | 161,891 | $18.0T | 402399.97% | |
| 81 | MTSIMACOM TECHNOLOGY SOLUTIONS H | 185,231 | $17.7T | 395172.16% | |
| 82 | LOVELOVESAC CO/THE | 711,400 | $16.1T | 358637.25% | |
| 83 | VRNAVERONA PHARMA PLC - ADR | 987,756 | $15.9T | 354518.43% | |
| 84 | CUBICUSTOMERS BANCO | 282,601 | $15.0T | 334482.99% | |
| 85 | FIPFTAI INFRASTRUCTURE LLC | 2,338,538 | $14.7T | 327594.94% | |
| 86 | ALHCALIGNMENT HEALTHCARE INC | 2,920,836 | $14.5T | 323163.25% | |
| 87 | SDHCSMITH DOUGLAS HOMES CORP | 482,199 | $14.3T | 319459.53% | |
| 88 | SRRKSCHOLAR ROCK HOLDING CORP | 792,047 | $14.1T | 313781.28% | |
| 89 | CDNSCADENCE DESIGNS SYSTEMS | 45,156 | $14.1T | 313544.94% | |
| 90 | DRVNDRIVEN BRANDS HOLDINGS INC | 843,780 | $13.3T | 297197.02% | |
| 91 | INTAINTAPP INC | 386,182 | $13.2T | 295473.99% | |
| 92 | RELYREMITLY GLOBAL INC | 616,612 | $12.8T | 285268.51% | |
| 93 | KSPIKASPI KZ JSC | 87,216 | $11.2T | 250267.98% | |
| 94 | GFLGFL ENVIRONMENTAL INC-SUB VT | 319,325 | $11.0T | 245745.25% | |
| 95 | GENIGENIUS SPORTS LTD | 1,912,383 | $10.9T | 243581.38% | |
| 96 | UCTTULTRA CLEAN HOLDINGS INC | 237,596 | $10.9T | 243479.95% | |
| 97 | PGYPAGAYA TECHNOLOGIES LTD -A | 917,302 | $9.3T | 206664.94% | |
| 98 | 1RGREV GROUP INC | 373,000 | $8.2T | 183796.67% | |
| 99 | MRVLMARVELL TECHNOLOGY GROUP LTD | 110,316 | $7.8T | 174419.61% | |
| 100 | STNGSCORPIO TANKERS INC | 102,455 | $7.3T | 163521.88% |
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