Hood River Capital Management LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$2.6T
Holdings
120
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (120 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GTLSCHART INDUSTRIES INC | 703,448 | $129.7B | 4.96% | |
| 2 | LNTHLANTHEUS HOLDINGS INC | 1,531,303 | $107.7B | 4.12% | |
| 3 | CELHCELSIUS HOLDINGS INC | 1,126,255 | $102.1B | 3.90% | |
| 4 | AXNX*AXONICS INC | 1,230,441 | $86.7B | 3.31% | |
| 5 | CALXCALIX INC. | 1,369,875 | $83.8B | 3.20% | |
| 6 | MTZMASTEC INC | 1,056,333 | $67.1B | 2.56% | |
| 7 | AXONAXON ENTERPRISE INC | 563,036 | $65.2B | 2.49% | |
| 8 | EXLSEXLSERVICE HOLDINGS INC | 437,786 | $64.5B | 2.47% | |
| 9 | OPCHOPTION CARE HEALTH INC | 2,012,434 | $63.3B | 2.42% | |
| 10 | GTMZOOMINFO TECHNOLOGIES INC-A | 1,498,866 | $62.4B | 2.39% | |
| 11 | WNSNWNS HOLDINGS LTD ADR | 706,008 | $57.8B | 2.21% | |
| 12 | KNSLKINSALE CAPITAL GROUP INC | 220,593 | $56.3B | 2.15% | |
| 13 | WEAWESTERN ALLIANCE BANCORP | 804,976 | $52.9B | 2.02% | |
| 14 | KRTXKARUNA THERAPEUTICS INC | 227,483 | $51.2B | 1.96% | |
| 15 | TFIITFI INTERNATIONAL INC | 537,757 | $48.7B | 1.86% | |
| 16 | FTAIEURFORTRESS TRANSPORTATION-CL A | 3,076,458 | $46.1B | 1.76% | |
| 17 | DCGODOCGO INC | 4,384,327 | $43.5B | 1.66% | |
| 18 | ESTCELASTIC NV | 595,880 | $42.7B | 1.63% | |
| 19 | CYTKCYTOKINETICS INC | 869,952 | $42.1B | 1.61% | |
| 20 | CYBRCYBERARK SOFTWARE LTD/ISRAEL | 271,336 | $40.7B | 1.56% | |
| 21 | CLHCLEAN HARBORS INC | 344,574 | $37.9B | 1.45% | |
| 22 | BHVNBIOHAVEN LTD | 244,019 | $36.9B | 1.41% | |
| 23 | KEXKIRBY CORP | 602,003 | $36.6B | 1.40% | |
| 24 | AYXEURALTERYX INC - CLASS A | 651,384 | $36.4B | 1.39% | |
| 25 | EXPEAGLE MATERIALS INC | 336,325 | $36.0B | 1.38% | |
| 26 | FNKOFUNKO INC-CLASS A | 1,717,121 | $34.7B | 1.33% | |
| 27 | CRDOCREDO TECHNOLOGY GROUP HOLDINGS | 3,155,132 | $34.7B | 1.33% | |
| 28 | FCFSFIRSTCASH HOLDINGS INC | 471,487 | $34.6B | 1.32% | |
| 29 | PRSUVIAD CORP | 1,085,439 | $34.3B | 1.31% | |
| 30 | ONTOONTO INNOVATION INC | 497,968 | $31.9B | 1.22% | |
| 31 | ITCIEURINTRA-CELLULAR THERAPIES INC | 643,865 | $30.0B | 1.15% | |
| 32 | BOOTBOOT BARN HOLDINGS INC | 500,255 | $29.2B | 1.12% | |
| 33 | KRYSKRYSTAL BIOTECH INC | 416,756 | $29.0B | 1.11% | |
| 34 | RMBS*RAMBUS INC | 1,124,889 | $28.6B | 1.09% | |
| 35 | OCFCOCEANFIRST FINANCIAL CORP | 1,508,012 | $28.1B | 1.07% | |
| 36 | NUVAGBPNUVASIVE INC | 629,614 | $27.6B | 1.05% | |
| 37 | DMLDENISON MINES CORP | 21,553,440 | $25.6B | 0.98% | |
| 38 | FIXCOMFORT SYSTEMS USA INC | 261,177 | $25.4B | 0.97% | |
| 39 | CERE1EURCEREVEL THERAPEUTICS HOLDING | 896,572 | $25.3B | 0.97% | |
| 40 | CZRCAESARS ENTERTAINMENT INC | 785,063 | $25.3B | 0.97% | |
| 41 | GDENGOLDEN ENTERTAINMENT INC | 700,002 | $24.4B | 0.93% | |
| 42 | ARANTERO RESOURCES CORP | 798,318 | $24.4B | 0.93% | |
| 43 | FNFABRINET | 234,200 | $22.4B | 0.85% | |
| 44 | AMPSUSDALTUS POWER INC | 1,994,020 | $22.0B | 0.84% | |
| 45 | HASIHANNON ARMSTRONG SUSTAINABLE | 726,018 | $21.7B | 0.83% | |
| 46 | ADTNADTRAN HOLDINGS INC | 1,084,729 | $21.2B | 0.81% | |
| 47 | NBIXNEUROCRINE BIOSCIENCES INC | 194,406 | $20.6B | 0.79% | |
| 48 | EVHEVOLENT HEALTH INC - A | 569,594 | $20.5B | 0.78% | |
| 49 | NOGNORTHERN OIL AND GAS INC | 740,971 | $20.3B | 0.78% | |
| 50 | AM6AMICUS THERAPEUTICS INC | 1,875,105 | $19.6B | 0.75% | |
| 51 | NSYNICE LTD - SPON ADR | 102,981 | $19.4B | 0.74% | |
| 52 | VMIVALMONT INDS INC | 71,965 | $19.3B | 0.74% | |
| 53 | WIREEURENCORE WIRE CORP | 163,241 | $18.9B | 0.72% | |
| 54 | NTRANATERA INC | 420,605 | $18.4B | 0.70% | |
| 55 | BWBABCOCK & WILCOX ENTERPR | 2,698,290 | $17.2B | 0.66% | |
| 56 | SGRYSURGERY PARTNERS INC | 686,461 | $16.1B | 0.61% | |
| 57 | KTOSKRATOS DEFENSE & SECURITY | 1,554,940 | $15.8B | 0.60% | |
| 58 | LITELUMENTUM HOLDINGS INC | 227,677 | $15.6B | 0.60% | |
| 59 | HCIHCI GROUP INC | 372,262 | $14.6B | 0.56% | |
| 60 | NCNONCINO INC | 396,296 | $13.5B | 0.52% | |
| 61 | TLSTELOS CORPORATION | 1,507,791 | $13.4B | 0.51% | |
| 62 | IIIVI3 VERTICALS INC-CLASS A | 660,491 | $13.2B | 0.51% | |
| 63 | RILYB. RILEY FINANCIAL INC | 292,371 | $13.0B | 0.50% | |
| 64 | HRMYHARMONY BIOSCIENCES HOLDINGS | 292,058 | $12.9B | 0.49% | |
| 65 | INFNEURINFINERA CORP | 2,615,038 | $12.7B | 0.48% | |
| 66 | FIVNFIVE9 INC | 166,187 | $12.5B | 0.48% | |
| 67 | ARWRARROWHEAD PHARMACEUTICALS IN | 371,623 | $12.3B | 0.47% | |
| 68 | COUPEURCOUPA SOFTWARE INC | 207,322 | $12.2B | 0.47% | |
| 69 | DOCNDIGITALOCEAN HOLDINGS INC | 331,464 | $12.0B | 0.46% | |
| 70 | KZRKEZAR LIFE SCIENCES INC | 1,382,937 | $11.9B | 0.46% | |
| 71 | RDNWRUMBLEON INC-B | 700,711 | $11.9B | 0.45% | |
| 72 | BEAMBEAM THERAPEUTICS INC | 229,979 | $11.0B | 0.42% | |
| 73 | TBBKBANCORP INC | 476,475 | $10.5B | 0.40% | |
| 74 | ALKSALKERMES PLC | 439,990 | $9.8B | 0.38% | |
| 75 | PLYAPLAYA HOTELS & RESORTS NV | 1,670,629 | $9.7B | 0.37% | |
| 76 | SSTKSHUTTERSTOCK INC | 176,756 | $8.9B | 0.34% | |
| 77 | STNGSCORPIO TANKERS INC | 210,080 | $8.8B | 0.34% | |
| 78 | BLFSBIOLIFE SOLUTIONS INC | 387,508 | $8.8B | 0.34% | |
| 79 | POWWAMMO INC | 2,987,876 | $8.8B | 0.33% | |
| 80 | SWN1EURSOUTHWESTERN ENERGY CO | 1,414,436 | $8.7B | 0.33% | |
| 81 | VRRMVERRA MOBILITY CORP | 532,564 | $8.2B | 0.31% | |
| 82 | FIPFTAI INFRASTRUCTURE LLC | 3,209,562 | $7.7B | 0.29% | |
| 83 | JPXAEROVIRONMENT INC | 81,879 | $6.8B | 0.26% | |
| 84 | CERSCERUS CORP | 1,691,320 | $6.1B | 0.23% | |
| 85 | APLDAPPLIED BLOCKCHAIN | 3,225,450 | $5.5B | 0.21% | |
| 86 | CUBICUSTOMERS BANCO | 153,187 | $4.5B | 0.17% | |
| 87 | CLARCLARUS CORP | 280,192 | $3.8B | 0.14% | |
| 88 | GFLGFL ENVIRONMENTAL INC-SUB VT | 83,811 | $2.1B | 0.08% | |
| 89 | AMDADVANCED MICRO DEVICES INC | 33,390 | $2.1B | 0.08% | |
| 90 | CDNSCADENCE DESIGNS SYSTEMS | 11,063 | $1.8B | 0.07% | |
| 91 | VERVVERVE THERAPEUTICS INC | 41,460 | $1.4B | 0.05% | |
| 92 | DECKDECKERS OUTDOOR CORP | 3,907 | $1.2B | 0.05% | |
| 93 | FWRGFIRST WATCH RESTAURANT GROUP | 83,870 | $1.2B | 0.05% | |
| 94 | CRLCHARLES RIV LABORATORIES INTL | 5,249 | $1.0B | 0.04% | |
| 95 | PLUNPLUG POWER INC | 49,006 | $1.0B | 0.04% | |
| 96 | PAYCPAYCOM SOFTWARE INC | 3,058 | $1.0B | 0.04% | |
| 97 | VMCVULCAN MATLS CO | 6,295 | $993.0M | 0.04% | |
| 98 | NXPINXP SEMICONDUCTORS NV | 6,687 | $986.0M | 0.04% | |
| 99 | INSEINSPIRED ENTERTAINMENT INC | 110,833 | $979.0M | 0.04% | |
| 100 | XPOFXPONENTIAL FITNESS INC-A | 47,761 | $872.0M | 0.03% |
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