Hood River Capital Management LLC Q2 2016 Filing
Filed July 28, 2016
Portfolio Value
$747.4B
Holdings
90
Report Date
Q2 2016
Filing Type
13F-HR
All Holdings (90 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NUVAGBPNUVASIVE INC | 423,759 | $25.3B | 3.39% | |
| 2 | ASGNON ASSIGNMENT INC | 590,505 | $21.8B | 2.92% | |
| 3 | —OCLARO INC | 4,434,828 | $21.6B | 2.90% | |
| 4 | PFPTPROOFPOINT INC | 341,156 | $21.5B | 2.88% | |
| 5 | HCQAMN HEALTHCARE SERVICES INC | 511,556 | $20.4B | 2.74% | |
| 6 | —VCA INC | 294,541 | $19.9B | 2.66% | |
| 7 | IARTINTEGRA LIFESCIENCES HOLDING | 207,220 | $16.5B | 2.21% | |
| 8 | CRLCHARLES RIV LABORATORIES INTL | 185,393 | $15.3B | 2.05% | |
| 9 | FNFABRINET | 396,648 | $14.7B | 1.97% | |
| 10 | —TRINSEO SA | 342,935 | $14.7B | 1.97% | |
| 11 | —CALLIDUS SOFTWARE INC | 732,819 | $14.6B | 1.96% | |
| 12 | HIMXHIMAX TECHNOLOGIES INC-ADR | 1,748,447 | $14.4B | 1.93% | |
| 13 | LITELUMENTUM HOLDINGS INC | 591,173 | $14.3B | 1.91% | |
| 14 | JRVRJAMES RIVER GROUP HOLDINGS L | 409,109 | $13.9B | 1.86% | |
| 15 | PEBPEBBLEBROOK HOTEL TRUST | 515,784 | $13.5B | 1.81% | |
| 16 | MUSAMURPHY USA INC | 181,565 | $13.5B | 1.80% | |
| 17 | OPLNKAR AUCTION SERVICES INC | 321,656 | $13.4B | 1.80% | |
| 18 | MTZMASTEC INC | 589,613 | $13.2B | 1.76% | |
| 19 | PRAHPRA HEALTH SCIENCES INC | 313,062 | $13.1B | 1.75% | |
| 20 | CRUSCIRRUS LOGIC INC | 334,438 | $13.0B | 1.74% | |
| 21 | GCOGENESCO INC | 190,592 | $12.3B | 1.64% | |
| 22 | —BANK OF THE OZARKS INC | 317,618 | $11.9B | 1.59% | |
| 23 | CERSCERUS CORP | 1,888,557 | $11.8B | 1.58% | |
| 24 | —AMSURG INC | 146,152 | $11.3B | 1.52% | |
| 25 | —MICROSEMI CORP | 342,972 | $11.2B | 1.50% | |
| 26 | BCBRUNSWICK CORP | 246,390 | $11.2B | 1.49% | |
| 27 | WCGEURWELLCARE HEALTH PLANS | 102,866 | $11.0B | 1.48% | |
| 28 | EXLSEXLSERVICE HOLDINGS INC. | 209,511 | $11.0B | 1.47% | |
| 29 | SIXEURSIX FLAGS ENTERTAINMENT CORP | 186,521 | $10.8B | 1.45% | |
| 30 | —HMS HOLDINGS CORP | 603,458 | $10.6B | 1.42% | |
| 31 | HURNHURON CONSULTING GROUP INC | 168,104 | $10.2B | 1.36% | |
| 32 | —FINISAR CORP | 579,311 | $10.1B | 1.36% | |
| 33 | MLKNMILLER HERMAN INC | 328,630 | $9.8B | 1.31% | |
| 34 | —DIPLOMAT PHARMACY INC | 265,388 | $9.3B | 1.24% | |
| 35 | HB6HIBBETT SPORTS INC | 264,666 | $9.2B | 1.23% | |
| 36 | ODFLOLD DOMINION FREIGHT LINE | 148,278 | $8.9B | 1.20% | |
| 37 | PGTIUSDPGT INC | 862,845 | $8.9B | 1.19% | |
| 38 | —CYNOSURE INC CL A | 179,189 | $8.7B | 1.17% | |
| 39 | HZOMARINEMAX INC | 475,411 | $8.1B | 1.08% | |
| 40 | —INTEGRATED DEVICE TECH INC | 400,244 | $8.1B | 1.08% | |
| 41 | —ULTRATECH STEPPER INC | 350,453 | $8.1B | 1.08% | |
| 42 | MIC2EURMACQUARIE INFRASTRUCTURE CO | 106,994 | $7.9B | 1.06% | |
| 43 | AMDADVANCED MICRO DEVICES INC | 1,537,970 | $7.9B | 1.06% | |
| 44 | LOGMEURLOGMEIN INC | 123,909 | $7.9B | 1.05% | |
| 45 | HQYHEALTHEQUITY INC | 254,750 | $7.7B | 1.04% | |
| 46 | WATTENERGOUS CORP | 597,065 | $7.7B | 1.03% | |
| 47 | —2U INC | 262,326 | $7.7B | 1.03% | |
| 48 | —ORBOTECH LTD | 298,640 | $7.6B | 1.02% | |
| 49 | —SWIFT TRANSPORTATION CO | 487,942 | $7.5B | 1.01% | |
| 50 | LHCGUSDLHC GROUP LLC | 171,516 | $7.4B | 0.99% | |
| 51 | HXLHEXCEL CORP | 173,143 | $7.2B | 0.96% | |
| 52 | NBIXNEUROCRINE BIOSCIENCES INC | 139,007 | $6.3B | 0.85% | |
| 53 | —NAVIGANT CONSULTING INC | 372,912 | $6.0B | 0.81% | |
| 54 | BERYEURBERRY PLASTICS GROUP INC | 153,294 | $6.0B | 0.80% | |
| 55 | FMFFORMFACTOR INC | 661,349 | $5.9B | 0.80% | |
| 56 | —NANOMETRICS INC | 269,528 | $5.6B | 0.75% | |
| 57 | —DIAMOND RESORTS INTERNATIONAL | 186,280 | $5.6B | 0.75% | |
| 58 | ACLSAXCELIS TECHNOLOGIES INC | 2,047,778 | $5.5B | 0.74% | |
| 59 | —SMART & FINAL STORES INC | 369,193 | $5.5B | 0.74% | |
| 60 | —SURGICAL CARE AFFILIATES INC | 112,804 | $5.4B | 0.72% | |
| 61 | EP3ORASURE TECHNOLOGIES INC | 907,759 | $5.4B | 0.72% | |
| 62 | FIVNFIVE9 INC | 439,715 | $5.2B | 0.70% | |
| 63 | LGNDLIGAND PHARMACEUTICALS | 43,523 | $5.2B | 0.69% | |
| 64 | —GIGAMON INC | 131,145 | $4.9B | 0.66% | |
| 65 | CHGGCHEGG INC | 925,092 | $4.6B | 0.62% | |
| 66 | SWBISMITH & WESSON HOLDING CORP | 164,946 | $4.5B | 0.60% | |
| 67 | AAOIAPPLIED OPTOELECTRONICS INC | 360,865 | $4.0B | 0.54% | |
| 68 | —TANDEM DIABETES CARE INC | 528,871 | $4.0B | 0.53% | |
| 69 | EEFTEURONET WORLDWIDE INC | 54,524 | $3.8B | 0.50% | |
| 70 | —COOPER TIRE & RUBBER | 124,488 | $3.7B | 0.50% | |
| 71 | —ROVI CORP | 229,107 | $3.6B | 0.48% | |
| 72 | —TRAVELPORT WORLDWIDE LTD | 277,716 | $3.6B | 0.48% | |
| 73 | GKDGRAND CANYON EDUCATION INC | 84,133 | $3.4B | 0.45% | |
| 74 | —DREW INDUSTRIES INC | 35,609 | $3.0B | 0.40% | |
| 75 | GLOBGLOBANT SA | 75,870 | $3.0B | 0.40% | |
| 76 | HASIHANNON ARMSTRONG SUSTAINABLE | 135,364 | $2.9B | 0.39% | |
| 77 | —MCBC HOLDINGS INC | 248,990 | $2.8B | 0.37% | |
| 78 | PATKPATRICK INDUSTRIES INC | 44,516 | $2.7B | 0.36% | |
| 79 | OGM1COGENT COMMUNICATIONS HOLDINGS INC | 64,239 | $2.6B | 0.34% | |
| 80 | —APIGEE CORP | 102,000 | $1.2B | 0.17% | |
| 81 | —INCONTACT INC | 65,128 | $902.0M | 0.12% | |
| 82 | —IMPERVA INC | 20,133 | $866.0M | 0.12% | |
| 83 | BCOVUSDBRIGHTCOVE | 88,800 | $781.0M | 0.10% | |
| 84 | KFYKORN/FERRY INTERNATIONAL | 28,019 | $580.0M | 0.08% | |
| 85 | EQBKEQUITY BANCSHARES INC | 21,149 | $468.0M | 0.06% | |
| 86 | CNCCENTENE CORP | 112 | $8.0M | 0.00% | |
| 87 | —WHITEWAVE FOODS CO | 94 | $4.0M | 0.00% | |
| 88 | INCYINCYTE CORP | 54 | $4.0M | 0.00% | |
| 89 | HN9HANESBRANDS INC | 132 | $3.0M | 0.00% | |
| 90 | —LIONS GATE ENTERTAINMENT CORP | 96 | $2.0M | 0.00% |