Hood River Capital Management LLC Q2 2017 Filing
Filed August 11, 2017
Portfolio Value
$1.4T
Holdings
87
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (87 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MTZMASTEC INC | 1,099,113 | $49.6B | 3.43% | |
| 2 | PRAHPRA HEALTH SCIENCES INC | 619,924 | $46.5B | 3.21% | |
| 3 | —TIVITY HEALTH INC | 1,138,955 | $45.4B | 3.13% | |
| 4 | COHREURCOHERENT INC | 184,624 | $41.5B | 2.87% | |
| 5 | IARTINTEGRA LIFESCIENCES HOLDING | 677,285 | $36.9B | 2.55% | |
| 6 | WEAWESTERN ALLIANCE BANCORP | 731,593 | $36.0B | 2.48% | |
| 7 | PIIMPINJ INC | 731,965 | $35.6B | 2.46% | |
| 8 | USCRUS CONCRETE INC | 386,412 | $30.4B | 2.10% | |
| 9 | VSATVIASAT INC | 440,292 | $29.1B | 2.01% | |
| 10 | BCBRUNSWICK CORP | 441,299 | $27.7B | 1.91% | |
| 11 | ODFLOLD DOMINION FREIGHT LINE | 285,233 | $27.2B | 1.88% | |
| 12 | —BIOTELEMETRY INC | 798,018 | $26.7B | 1.84% | |
| 13 | CRLCHARLES RIV LABORATORIES INTL | 263,817 | $26.7B | 1.84% | |
| 14 | WCGEURWELLCARE HEALTH PLANS | 146,610 | $26.3B | 1.82% | |
| 15 | —MAGELLAN HEALTH INC | 348,245 | $25.4B | 1.75% | |
| 16 | —SWIFT TRANSPORTATION CO | 920,790 | $24.4B | 1.68% | |
| 17 | RRNRED ROBIN GOURMET BURGERS | 371,337 | $24.2B | 1.67% | |
| 18 | TDOCTELADOC INC | 697,984 | $24.2B | 1.67% | |
| 19 | LAURLAUREATE EDUCATION INC-A | 1,350,934 | $23.7B | 1.63% | |
| 20 | AMDADVANCED MICRO DEVICES INC | 1,808,268 | $22.6B | 1.56% | |
| 21 | HRCHILL-ROM HOLDINGS INC | 282,289 | $22.5B | 1.55% | |
| 22 | —NANOMETRICS INC | 880,612 | $22.3B | 1.54% | |
| 23 | PWRQUANTA SERVICES | 673,233 | $22.2B | 1.53% | |
| 24 | —FINISAR CORP | 841,331 | $21.9B | 1.51% | |
| 25 | WATTENERGOUS CORP | 1,334,815 | $21.7B | 1.50% | |
| 26 | NUVAGBPNUVASIVE INC | 281,495 | $21.7B | 1.49% | |
| 27 | WBSWEBSTER FINANCIAL CORP | 398,215 | $20.8B | 1.44% | |
| 28 | NVRIHARSCO CORP | 1,258,560 | $20.3B | 1.40% | |
| 29 | LGNDLIGAND PHARMACEUTICALS | 161,422 | $19.6B | 1.35% | |
| 30 | ASGNON ASSIGNMENT INC | 359,273 | $19.5B | 1.34% | |
| 31 | BECNUSDBEACON ROOFING SUPPLY INC | 396,581 | $19.4B | 1.34% | |
| 32 | GEGGEO GROUP INC | 649,667 | $19.2B | 1.33% | |
| 33 | EEFTEURONET WORLDWIDE INC | 200,862 | $17.5B | 1.21% | |
| 34 | LHCGUSDLHC GROUP LLC | 257,980 | $17.5B | 1.21% | |
| 35 | KNSLKINSALE CAPITAL GROUP INC | 458,168 | $17.1B | 1.18% | |
| 36 | —CARBONITE INC | 783,723 | $17.1B | 1.18% | |
| 37 | ACLSAXCELIS TECHNOLOGIES INC | 815,456 | $17.1B | 1.18% | |
| 38 | HCQAMN HEALTHCARE SERVICES INC | 435,680 | $17.0B | 1.17% | |
| 39 | LITELUMENTUM HOLDINGS INC | 284,017 | $16.2B | 1.12% | |
| 40 | —INTEGRATED DEVICE TECH INC | 605,191 | $15.6B | 1.08% | |
| 41 | —BOINGO WIRELESS INC | 1,043,219 | $15.6B | 1.08% | |
| 42 | CENXCENTURY ALUMINUM COMPANY | 997,607 | $15.5B | 1.07% | |
| 43 | —KNIGHT TRANSPORTATION INC | 416,377 | $15.4B | 1.06% | |
| 44 | MXMAGNACHIP SEMICONDUCTOR | 1,570,550 | $15.4B | 1.06% | |
| 45 | FMFFORMFACTOR INC | 1,228,053 | $15.2B | 1.05% | |
| 46 | JRVRJAMES RIVER GROUP HOLDINGS L | 382,954 | $15.2B | 1.05% | |
| 47 | GKDGRAND CANYON EDUCATION INC | 185,466 | $14.5B | 1.00% | |
| 48 | CHGGCHEGG INC | 1,130,297 | $13.9B | 0.96% | |
| 49 | LOGMEURLOGMEIN INC | 125,840 | $13.2B | 0.91% | |
| 50 | 5TCTRUECAR INC | 658,944 | $13.1B | 0.91% | |
| 51 | —ORBCOMM INC | 1,161,024 | $13.1B | 0.91% | |
| 52 | CSGPCOSTAR GROUP INC | 48,617 | $12.8B | 0.88% | |
| 53 | TRHCEURTABULA RASA HEALTHCARE INC | 825,225 | $12.4B | 0.86% | |
| 54 | DMRCDIGIMARC CORP | 306,215 | $12.3B | 0.85% | |
| 55 | HXLHEXCEL CORP | 229,021 | $12.1B | 0.83% | |
| 56 | —TIER REIT INC | 615,070 | $11.4B | 0.78% | |
| 57 | —BOTTOMLINE TECHNOLOGIES DE | 433,279 | $11.1B | 0.77% | |
| 58 | INFNEURINFINERA CORP | 1,039,099 | $11.1B | 0.77% | |
| 59 | MBUUMALIBU BOATS INC - A | 408,642 | $10.6B | 0.73% | |
| 60 | PRTAPROTHENA CORP PLC | 194,074 | $10.5B | 0.73% | |
| 61 | DXPEDXP ENTERPRISES INC | 300,212 | $10.4B | 0.71% | |
| 62 | MIC2EURMACQUARIE INFRASTRUCTURE CO | 131,999 | $10.3B | 0.71% | |
| 63 | MGNXMACROGENICS INC | 576,193 | $10.1B | 0.70% | |
| 64 | VCRAUSDVOCERA COMMUNICATIONS INC | 362,331 | $9.6B | 0.66% | |
| 65 | PTENPATTERSON-UTI ENERGY INC | 466,247 | $9.4B | 0.65% | |
| 66 | LCIILCI INDUSTRIES | 89,852 | $9.2B | 0.64% | |
| 67 | FIVNFIVE9 INC | 419,196 | $9.0B | 0.62% | |
| 68 | —BANK OF THE OZARKS | 190,409 | $8.9B | 0.62% | |
| 69 | IRBTQIROBOT CORP | 100,873 | $8.5B | 0.59% | |
| 70 | —MCBC HOLDINGS INC | 417,729 | $8.2B | 0.56% | |
| 71 | RDWRRADWARE LTD | 441,353 | $7.7B | 0.53% | |
| 72 | —FIRST CASH FINANCIAL SERVICES INC | 132,534 | $7.7B | 0.53% | |
| 73 | PGTIUSDPGT INNOVATIONS INC | 598,976 | $7.7B | 0.53% | |
| 74 | —ORBOTECH LTD | 229,334 | $7.5B | 0.52% | |
| 75 | RAREULTRAGENYX PHARMACEUTICAL INC | 112,296 | $7.0B | 0.48% | |
| 76 | AXTIAXT INC | 1,009,019 | $6.4B | 0.44% | |
| 77 | AGIOAGIOS PHARMACEUTICALS INC | 118,844 | $6.1B | 0.42% | |
| 78 | AIRGAIRGAIN INC | 414,879 | $5.9B | 0.41% | |
| 79 | —CALLIDUS SOFTWARE INC | 241,178 | $5.8B | 0.40% | |
| 80 | PATKPATRICK INDUSTRIES INC | 77,331 | $5.6B | 0.39% | |
| 81 | —LIMELIGHT NETWORKS INC | 1,732,513 | $5.0B | 0.35% | |
| 82 | PRSUVIAD CORP | 39,163 | $1.9B | 0.13% | |
| 83 | MUMICRON TECHNOLOGY INC | 1,111 | $33.0M | 0.00% | |
| 84 | —DIALOG SEMICONDUCTOR PLC | 720 | $31.0M | 0.00% | |
| 85 | AMATAPPLIED MATERIALS INC | 638 | $26.0M | 0.00% | |
| 86 | PHPARKER HANNIFIN CORP | 78 | $12.0M | 0.00% | |
| 87 | RPMRPM INTERNATIONAL INC | 107 | $6.0M | 0.00% |