Hood River Capital Management LLC Q3 2019 Filing
Filed November 13, 2019
Portfolio Value
$2.0T
Holdings
101
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (101 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KNSLKINSALE CAPITAL GROUP INC | 561,979 | $58.1B | 2.97% | |
| 2 | AMRNAMARIN CORP PLC -ADR | 3,715,813 | $56.3B | 2.88% | |
| 3 | —FIRST CASH FINANCIAL SERVICES INC | 581,144 | $53.3B | 2.72% | |
| 4 | SG7SAGE THERAPEUTICS INC | 366,068 | $51.4B | 2.63% | |
| 5 | MTZMASTEC INC | 773,713 | $50.2B | 2.57% | |
| 6 | CNMDCONMED CORP | 507,633 | $48.8B | 2.50% | |
| 7 | IARTINTEGRA LIFESCIENCES HOLDING | 804,234 | $48.3B | 2.47% | |
| 8 | CRLCHARLES RIV LABORATORIES INTL | 326,952 | $43.3B | 2.21% | |
| 9 | TDOCTELADOC HEALTH INC | 598,416 | $40.5B | 2.07% | |
| 10 | LAURLAUREATE EDUCATION INC-A | 2,293,708 | $38.0B | 1.94% | |
| 11 | SEMSELECT MEDICAL HOLDINGS CORP | 2,226,472 | $36.9B | 1.89% | |
| 12 | GTLSCHART INDUSTRIES INC | 583,086 | $36.4B | 1.86% | |
| 13 | CSGPCOSTAR GROUP INC | 58,587 | $34.8B | 1.78% | |
| 14 | LITELUMENTUM HOLDINGS INC | 635,477 | $34.0B | 1.74% | |
| 15 | —ELDORADO RESORT | 851,460 | $33.9B | 1.74% | |
| 16 | EEFTEURONET WORLDWIDE INC | 231,072 | $33.8B | 1.73% | |
| 17 | GKDGRAND CANYON EDUCATION INC | 337,127 | $33.1B | 1.69% | |
| 18 | GLOBGLOBANT SA | 360,797 | $33.0B | 1.69% | |
| 19 | KTOSKRATOS DEFENSE & SECURITY | 1,744,715 | $32.4B | 1.66% | |
| 20 | UPBDRENT-A-CENTER INC | 1,235,173 | $31.9B | 1.63% | |
| 21 | —MEDICINES COMPANY | 600,476 | $30.0B | 1.53% | |
| 22 | HXLHEXCEL CORP | 336,367 | $27.6B | 1.41% | |
| 23 | RPDRAPID7 INC | 597,714 | $27.1B | 1.39% | |
| 24 | IIPRINNOVATIVE INDUSTRIAL PROPER | 290,382 | $26.8B | 1.37% | |
| 25 | CHGGCHEGG INC | 891,716 | $26.7B | 1.37% | |
| 26 | AXONAXON ENTERPRISE INC | 460,511 | $26.1B | 1.34% | |
| 27 | MEDMEDIFAST INC | 242,311 | $25.1B | 1.28% | |
| 28 | NVRIHARSCO CORP | 1,302,654 | $24.7B | 1.26% | |
| 29 | IPHIINPHI CORP | 402,647 | $24.6B | 1.26% | |
| 30 | TRHCEURTABULA RASA HEALTHCARE INC | 442,886 | $24.3B | 1.24% | |
| 31 | DYDYCOM INDUSTRIES INC | 468,707 | $23.9B | 1.22% | |
| 32 | AANUSDAARONS INC | 370,165 | $23.8B | 1.22% | |
| 33 | HQYHEALTHEQUITY INC | 415,659 | $23.8B | 1.21% | |
| 34 | PCTYPAYLOCITY HOLDING CORP | 243,323 | $23.7B | 1.21% | |
| 35 | WNSNWNS HOLDINGS LTD ADR | 384,372 | $22.6B | 1.15% | |
| 36 | DMRCDIGIMARC CORP | 565,350 | $22.1B | 1.13% | |
| 37 | MXMAGNACHIP SEMICONDUCTOR | 2,128,455 | $21.6B | 1.10% | |
| 38 | CHRSCOHERUS BIOSCIENCES INC | 1,037,409 | $21.0B | 1.07% | |
| 39 | —PLURALSIGHT INC - A | 1,224,934 | $20.6B | 1.05% | |
| 40 | AZULQAZUL SA-ADR | 565,906 | $20.3B | 1.04% | |
| 41 | TPICQTPI COMPOSITES INC | 1,073,181 | $20.1B | 1.03% | |
| 42 | LHCGUSDLHC GROUP LLC | 176,891 | $20.1B | 1.03% | |
| 43 | COHREURCOHERENT INC | 128,293 | $19.7B | 1.01% | |
| 44 | LOVELOVESAC CO/THE | 993,388 | $18.5B | 0.95% | |
| 45 | MGNXMACROGENICS INC | 1,424,279 | $18.2B | 0.93% | |
| 46 | —LIMELIGHT NETWORKS INC | 5,901,954 | $17.9B | 0.91% | |
| 47 | EXLSEXLSERVICE HOLDINGS INC. | 252,491 | $16.9B | 0.86% | |
| 48 | CLHCLEAN HARBORS INC | 218,895 | $16.9B | 0.86% | |
| 49 | KLICKULICKE & SOFFA INDUSTRIES | 718,029 | $16.9B | 0.86% | |
| 50 | TNDMTANDEM DIABETES CARE INC | 285,211 | $16.8B | 0.86% | |
| 51 | PROPROS HOLDINGS INC | 279,149 | $16.6B | 0.85% | |
| 52 | WEAWESTERN ALLIANCE BANCORP | 358,696 | $16.5B | 0.84% | |
| 53 | BANDBANDWIDTH INC-CLASS A | 253,503 | $16.5B | 0.84% | |
| 54 | EMEEMCOR GROUP INC | 187,068 | $16.1B | 0.82% | |
| 55 | LPSNUSDLIVEPERSON INC | 446,562 | $15.9B | 0.81% | |
| 56 | MMSIMERIT MEDICAL SYSTEMS | 515,772 | $15.7B | 0.80% | |
| 57 | ZM3ZUMIEZ INC | 484,275 | $15.3B | 0.78% | |
| 58 | FIXCOMFORT SYSTEMS USA INC | 339,445 | $15.0B | 0.77% | |
| 59 | PIIMPINJ INC | 469,792 | $14.5B | 0.74% | |
| 60 | VIAVVIAVI SOLUTIONS INC | 1,030,045 | $14.4B | 0.74% | |
| 61 | ADUSADDUS HOMECARE CORP | 181,569 | $14.4B | 0.74% | |
| 62 | NSYNICE LTD - SPON ADR | 97,587 | $14.0B | 0.72% | |
| 63 | OFIXORTHOFIX MEDICAL INC | 263,477 | $14.0B | 0.71% | |
| 64 | —K12 INC | 516,599 | $13.6B | 0.70% | |
| 65 | NUVAGBPNUVASIVE INC | 209,825 | $13.3B | 0.68% | |
| 66 | WIREEURENCORE WIRE CORP | 228,802 | $12.9B | 0.66% | |
| 67 | TPCTUTOR PERINI CORP | 891,274 | $12.8B | 0.65% | |
| 68 | FRPTFRESHPET INC | 247,921 | $12.3B | 0.63% | |
| 69 | —TRISTATE CAPITAL HOLDINGS INC | 570,942 | $12.0B | 0.61% | |
| 70 | MLKNHERMAN MILLER INC | 246,193 | $11.3B | 0.58% | |
| 71 | G2CEVERI HOLDINGS INC | 1,315,568 | $11.1B | 0.57% | |
| 72 | NTRANATERA INC | 334,244 | $11.0B | 0.56% | |
| 73 | PENNPENN NATIONAL GAMING INC | 573,430 | $10.7B | 0.55% | |
| 74 | EHTHEHEALTH INC | 159,460 | $10.7B | 0.54% | |
| 75 | KRNTKORNIT DIGITAL LTD | 338,734 | $10.4B | 0.53% | |
| 76 | MBUUMALIBU BOATS INC - A | 335,980 | $10.3B | 0.53% | |
| 77 | VICRVICOR CORP | 347,393 | $10.3B | 0.52% | |
| 78 | SRISTONERIDGE,INC | 321,161 | $9.9B | 0.51% | |
| 79 | INFNEURINFINERA CORP | 1,808,361 | $9.9B | 0.50% | |
| 80 | —ECHO GLOBAL LOGISTICS INC | 380,186 | $8.6B | 0.44% | |
| 81 | FNFABRINET | 160,324 | $8.4B | 0.43% | |
| 82 | USCRUS CONCRETE INC | 138,707 | $7.7B | 0.39% | |
| 83 | AGIOAGIOS PHARMACEUTICALS INC | 220,063 | $7.1B | 0.36% | |
| 84 | CDLXCARDLYTICS INC | 201,628 | $6.8B | 0.35% | |
| 85 | KPTIEURKARYOPHARM THERAPEUTICS INC | 651,050 | $6.3B | 0.32% | |
| 86 | PLMRPALOMAR HOLDINGS INC | 125,000 | $4.9B | 0.25% | |
| 87 | —PROSIGHT GLOBAL INC | 249,477 | $4.8B | 0.25% | |
| 88 | UPLDUPLAND SOFTWARE INC | 128,266 | $4.5B | 0.23% | |
| 89 | ITIEURITERIS COM INC | 640,709 | $3.7B | 0.19% | |
| 90 | KRUSKURA SUSHI USA INC CLASS A | 154,270 | $3.0B | 0.15% | |
| 91 | AMKRAMKOR TECHNOLOGY INC | 304,289 | $2.8B | 0.14% | |
| 92 | —DASAN ZHONE SOLUTIONS INC | 259,461 | $2.4B | 0.12% | |
| 93 | AMDADVANCED MICRO DEVICES INC | 61,784 | $1.8B | 0.09% | |
| 94 | PFPTPROOFPOINT INC | 9,064 | $1.2B | 0.06% | |
| 95 | WCGEURWELLCARE HEALTH PLANS | 3,704 | $960.0M | 0.05% | |
| 96 | ACAIR CANADA | 25,000 | $817.0M | 0.04% | |
| 97 | —LONESTAR RESOURCES US I-CL A | 176,514 | $480.0M | 0.02% | |
| 98 | TSCOTRACTOR SUPPLY CO | 4,902 | $443.0M | 0.02% | |
| 99 | COLMCOLUMBIA SPORTSWEAR | 4,200 | $407.0M | 0.02% | |
| 100 | —US WELL SERVICES INC | 171,628 | $376.0M | 0.02% |
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