Hood River Capital Management LLC Q3 2017 Filing
Filed November 7, 2017
Portfolio Value
$1.6T
Holdings
93
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (93 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PRAHPRA HEALTH SCIENCES INC | 815,141 | $62.1B | 3.94% | |
| 2 | —TIVITY HEALTH INC | 1,407,731 | $57.4B | 3.65% | |
| 3 | MTZMASTEC INC | 1,084,800 | $50.3B | 3.20% | |
| 4 | KNXKNIGHT-SWIFT TRANSPORTATION | 1,102,942 | $45.8B | 2.91% | |
| 5 | COHREURCOHERENT INC | 189,848 | $44.6B | 2.84% | |
| 6 | —MAGELLAN HEALTH INC | 507,355 | $43.8B | 2.78% | |
| 7 | LITELUMENTUM HOLDINGS INC | 618,792 | $33.6B | 2.14% | |
| 8 | ODFLOLD DOMINION FREIGHT LINE | 291,434 | $32.1B | 2.04% | |
| 9 | TDOCTELADOC INC | 963,839 | $32.0B | 2.03% | |
| 10 | PIIMPINJ INC | 739,823 | $30.8B | 1.95% | |
| 11 | —BIOTELEMETRY INC | 907,939 | $30.0B | 1.90% | |
| 12 | PWRQUANTA SERVICES | 801,152 | $29.9B | 1.90% | |
| 13 | CRLCHARLES RIV LABORATORIES INTL | 269,587 | $29.1B | 1.85% | |
| 14 | NVRIHARSCO CORP | 1,318,190 | $27.6B | 1.75% | |
| 15 | WEAWESTERN ALLIANCE BANCORP | 516,995 | $27.4B | 1.74% | |
| 16 | BECNUSDBEACON ROOFING SUPPLY INC | 530,634 | $27.2B | 1.73% | |
| 17 | —NANOMETRICS INC | 900,806 | $25.9B | 1.65% | |
| 18 | WCGEURWELLCARE HEALTH PLANS | 150,012 | $25.8B | 1.64% | |
| 19 | RRNRED ROBIN GOURMET BURGERS | 381,943 | $25.6B | 1.62% | |
| 20 | —ELDORADO RESORT | 996,573 | $25.6B | 1.62% | |
| 21 | —INTEGRATED DEVICE TECH INC | 942,247 | $25.0B | 1.59% | |
| 22 | AMDADVANCED MICRO DEVICES INC | 1,850,689 | $23.6B | 1.50% | |
| 23 | —BOINGO WIRELESS INC | 1,065,768 | $22.8B | 1.45% | |
| 24 | LGNDLIGAND PHARMACEUTICALS | 165,102 | $22.5B | 1.43% | |
| 25 | CSGPCOSTAR GROUP INC | 79,788 | $21.4B | 1.36% | |
| 26 | MXMAGNACHIP SEMICONDUCTOR | 1,880,187 | $21.3B | 1.36% | |
| 27 | FMFFORMFACTOR INC | 1,256,352 | $21.2B | 1.34% | |
| 28 | CENXCENTURY ALUMINUM COMPANY | 1,237,229 | $20.5B | 1.30% | |
| 29 | TRHCEURTABULA RASA HEALTHCARE INC | 754,259 | $20.2B | 1.28% | |
| 30 | SEMSELECT MEDICAL HOLDINGS CORP | 1,033,321 | $19.8B | 1.26% | |
| 31 | WBSWEBSTER FINANCIAL CORP | 375,237 | $19.7B | 1.25% | |
| 32 | KNSLKINSALE CAPITAL GROUP INC | 451,420 | $19.5B | 1.24% | |
| 33 | LAURLAUREATE EDUCATION INC-A | 1,229,567 | $17.9B | 1.14% | |
| 34 | HCQAMN HEALTHCARE SERVICES INC | 386,861 | $17.7B | 1.12% | |
| 35 | GKDGRAND CANYON EDUCATION INC | 189,495 | $17.2B | 1.09% | |
| 36 | —FIRST CASH FINANCIAL SERVICES INC | 264,908 | $16.7B | 1.06% | |
| 37 | GEGGEO GROUP INC | 617,903 | $16.6B | 1.06% | |
| 38 | —FINISAR CORP | 743,714 | $16.5B | 1.05% | |
| 39 | TTMIT T M TECHS | 1,059,086 | $16.3B | 1.03% | |
| 40 | WATTENERGOUS CORP | 1,278,709 | $16.2B | 1.03% | |
| 41 | MKSIMKS INSTRUMENTS INC | 168,875 | $15.9B | 1.01% | |
| 42 | —BOTTOMLINE TECHNOLOGIES DE | 489,434 | $15.6B | 0.99% | |
| 43 | VSATVIASAT INC | 240,276 | $15.5B | 0.98% | |
| 44 | CHGGCHEGG INC | 1,037,879 | $15.4B | 0.98% | |
| 45 | ACLSAXCELIS TECHNOLOGIES INC | 555,628 | $15.2B | 0.96% | |
| 46 | FIVNFIVE9 INC | 633,243 | $15.1B | 0.96% | |
| 47 | UNFIUNITED NATURAL FOODS INC | 356,700 | $14.8B | 0.94% | |
| 48 | IARTINTEGRA LIFESCIENCES HOLDING | 293,179 | $14.8B | 0.94% | |
| 49 | LOGMEURLOGMEIN INC | 128,565 | $14.1B | 0.90% | |
| 50 | —ORBCOMM INC | 1,329,991 | $13.9B | 0.88% | |
| 51 | —ORBOTECH LTD | 325,541 | $13.7B | 0.87% | |
| 52 | EEFTEURONET WORLDWIDE INC | 144,003 | $13.7B | 0.87% | |
| 53 | MBUUMALIBU BOATS INC - A | 418,103 | $13.2B | 0.84% | |
| 54 | PRTAPROTHENA CORP PLC | 198,276 | $12.8B | 0.82% | |
| 55 | EVBGEUREVERBRIDGE INC | 465,100 | $12.3B | 0.78% | |
| 56 | —TRINSEO SA | 177,868 | $11.9B | 0.76% | |
| 57 | AXTIAXT INC | 1,292,928 | $11.8B | 0.75% | |
| 58 | VCRAUSDVOCERA COMMUNICATIONS INC | 370,235 | $11.6B | 0.74% | |
| 59 | ASGNON ASSIGNMENT INC | 215,950 | $11.6B | 0.74% | |
| 60 | APPFAPPFOLIO INC - A | 239,718 | $11.5B | 0.73% | |
| 61 | INFNEURINFINERA CORP | 1,282,299 | $11.4B | 0.72% | |
| 62 | 5TCTRUECAR INC | 715,942 | $11.3B | 0.72% | |
| 63 | BCBRUNSWICK CORP | 201,991 | $11.3B | 0.72% | |
| 64 | DXPEDXP ENTERPRISES INC | 350,217 | $11.0B | 0.70% | |
| 65 | PGTIUSDPGT INNOVATIONS INC | 731,077 | $10.9B | 0.69% | |
| 66 | MGNXMACROGENICS INC | 588,799 | $10.9B | 0.69% | |
| 67 | CVLTCOMMVAULT SYSTEMS INC | 174,327 | $10.6B | 0.67% | |
| 68 | —TIER REIT INC | 544,506 | $10.5B | 0.67% | |
| 69 | PTENPATTERSON-UTI ENERGY INC | 476,430 | $10.0B | 0.63% | |
| 70 | LHCGUSDLHC GROUP LLC | 136,228 | $9.7B | 0.61% | |
| 71 | MIC2EURMACQUARIE INFRASTRUCTURE CO | 131,761 | $9.5B | 0.60% | |
| 72 | HXLHEXCEL CORP | 152,662 | $8.8B | 0.56% | |
| 73 | —MCBC HOLDINGS INC | 426,876 | $8.7B | 0.55% | |
| 74 | AGIOAGIOS PHARMACEUTICALS INC | 121,390 | $8.1B | 0.51% | |
| 75 | WPRTWESTPORT FUEL SYSTEMS INC | 2,427,034 | $7.9B | 0.50% | |
| 76 | PATKPATRICK INDUSTRIES INC | 91,116 | $7.7B | 0.49% | |
| 77 | LCIILCI INDUSTRIES | 65,063 | $7.5B | 0.48% | |
| 78 | DMRCDIGIMARC CORP | 205,230 | $7.5B | 0.48% | |
| 79 | JRVRJAMES RIVER GROUP HOLDINGS L | 165,960 | $6.9B | 0.44% | |
| 80 | —LIMELIGHT NETWORKS INC | 1,708,830 | $6.8B | 0.43% | |
| 81 | RAREULTRAGENYX PHARMACEUTICAL INC | 114,294 | $6.1B | 0.39% | |
| 82 | —INSTRUCTURE INC | 163,297 | $5.4B | 0.34% | |
| 83 | BCOBRINKS CO | 13,498 | $1.1B | 0.07% | |
| 84 | USCRUS CONCRETE INC | 4,540 | $346.0M | 0.02% | |
| 85 | HRCHILL-ROM HOLDINGS INC | 4,315 | $319.0M | 0.02% | |
| 86 | AIRGAIRGAIN INC | 27,377 | $249.0M | 0.02% | |
| 87 | KRNTKORNIT DIGITAL LTD | 16,066 | $246.0M | 0.02% | |
| 88 | RDWRRADWARE LTD | 5,770 | $97.0M | 0.01% | |
| 89 | —DIALOG SEMICONDUCTOR PLC | 720 | $34.0M | 0.00% | |
| 90 | PHPARKER HANNIFIN CORP | 78 | $14.0M | 0.00% | |
| 91 | LKQ1LKQ CORP | 229 | $8.0M | 0.00% | |
| 92 | AGCOAGCO CORP | 89 | $7.0M | 0.00% | |
| 93 | —MICROSEMI CORP | 126 | $6.0M | 0.00% |