Hood River Capital Management LLC Q4 2016 Filing
Filed February 7, 2017
Portfolio Value
$1.1T
Holdings
94
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (94 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MTZMASTEC INC | 1,153,520 | $44.1B | 3.84% | |
| 2 | NUVAGBPNUVASIVE INC | 640,690 | $43.2B | 3.76% | |
| 3 | —BANK OF THE OZARKS INC | 816,133 | $42.9B | 3.74% | |
| 4 | AMDADVANCED MICRO DEVICES INC | 3,773,152 | $42.8B | 3.72% | |
| 5 | PRAHPRA HEALTH SCIENCES INC | 615,451 | $33.9B | 2.95% | |
| 6 | WEAWESTERN ALLIANCE BANCORP | 690,971 | $33.7B | 2.93% | |
| 7 | IARTINTEGRA LIFESCIENCES HOLDING | 382,452 | $32.8B | 2.86% | |
| 8 | —MICROSEMI CORP | 523,959 | $28.3B | 2.46% | |
| 9 | CRUSCIRRUS LOGIC INC | 464,382 | $26.3B | 2.29% | |
| 10 | ODFLOLD DOMINION FREIGHT LINE | 269,456 | $23.1B | 2.01% | |
| 11 | ASGNON ASSIGNMENT INC | 515,645 | $22.8B | 1.98% | |
| 12 | BCBRUNSWICK CORP | 416,740 | $22.7B | 1.98% | |
| 13 | —SWIFT TRANSPORTATION CO | 869,689 | $21.2B | 1.84% | |
| 14 | CRLCHARLES RIV LABORATORIES INTL | 258,785 | $19.7B | 1.72% | |
| 15 | —ORBOTECH LTD | 588,625 | $19.7B | 1.71% | |
| 16 | BERYEURBERRY PLASTICS GROUP INC | 398,416 | $19.4B | 1.69% | |
| 17 | PRKSSEAWORLD ENTERTAINMENT INC | 1,017,329 | $19.3B | 1.68% | |
| 18 | —NAVIGANT CONSULTING INC | 726,742 | $19.0B | 1.66% | |
| 19 | LGNDLIGAND PHARMACEUTICALS | 176,478 | $17.9B | 1.56% | |
| 20 | NGVTINGEVITY CORP | 317,957 | $17.4B | 1.52% | |
| 21 | —CALLIDUS SOFTWARE INC | 990,470 | $16.6B | 1.45% | |
| 22 | LITELUMENTUM HOLDINGS INC | 428,822 | $16.6B | 1.44% | |
| 23 | —VCA INC | 239,048 | $16.4B | 1.43% | |
| 24 | HCQAMN HEALTHCARE SERVICES INC | 411,413 | $15.8B | 1.38% | |
| 25 | —OCLARO INC | 1,696,493 | $15.2B | 1.32% | |
| 26 | POOLPOOL CORPORATION | 143,391 | $15.0B | 1.30% | |
| 27 | —FINISAR CORP | 460,536 | $13.9B | 1.21% | |
| 28 | MIC2EURMACQUARIE INFRASTRUCTURE CO | 165,404 | $13.5B | 1.18% | |
| 29 | NLSUSDNAUTILUS INC | 708,974 | $13.1B | 1.14% | |
| 30 | HXLHEXCEL CORP | 253,229 | $13.0B | 1.13% | |
| 31 | GCOGENESCO INC | 206,413 | $12.8B | 1.12% | |
| 32 | WBSWEBSTER FINANCIAL CORP | 231,391 | $12.6B | 1.09% | |
| 33 | CHGGCHEGG INC | 1,691,849 | $12.5B | 1.09% | |
| 34 | LOGMEURLOGMEIN INC | 127,341 | $12.3B | 1.07% | |
| 35 | —TRINSEO SA | 206,233 | $12.2B | 1.06% | |
| 36 | FIVNFIVE9 INC | 853,601 | $12.1B | 1.05% | |
| 37 | BECNUSDBEACON ROOFING SUPPLY INC | 261,555 | $12.1B | 1.05% | |
| 38 | WCGEURWELLCARE HEALTH PLANS | 87,574 | $12.0B | 1.04% | |
| 39 | USCRUS CONCRETE INC | 182,590 | $12.0B | 1.04% | |
| 40 | PWRQUANTA SERVICES | 341,295 | $11.9B | 1.04% | |
| 41 | AAOIAPPLIED OPTOELECTRONICS INC | 502,350 | $11.8B | 1.02% | |
| 42 | RAREULTRAGENYX PHARMACEUTICAL INC | 158,390 | $11.1B | 0.97% | |
| 43 | FMFFORMFACTOR INC | 970,761 | $10.9B | 0.95% | |
| 44 | JRVRJAMES RIVER GROUP HOLDINGS L | 247,379 | $10.3B | 0.89% | |
| 45 | GKDGRAND CANYON EDUCATION INC | 171,696 | $10.0B | 0.87% | |
| 46 | MGNXMACROGENICS INC | 480,452 | $9.8B | 0.85% | |
| 47 | —BAZAARVOICE INC | 2,020,115 | $9.8B | 0.85% | |
| 48 | —FINISH LINE INC CL A | 520,152 | $9.8B | 0.85% | |
| 49 | —IBERIABANK CORP | 115,209 | $9.6B | 0.84% | |
| 50 | —HMS HOLDINGS CORP | 509,845 | $9.3B | 0.81% | |
| 51 | HB6HIBBETT SPORTS INC | 245,717 | $9.2B | 0.80% | |
| 52 | FNFABRINET | 226,418 | $9.1B | 0.79% | |
| 53 | HZOMARINEMAX INC | 462,371 | $8.9B | 0.78% | |
| 54 | PRTAPROTHENA CORP PLC | 179,789 | $8.8B | 0.77% | |
| 55 | TRHCEURTABULA RASA HEALTHCARE INC | 589,727 | $8.8B | 0.77% | |
| 56 | —BMC STOCK HOLDINGS INC | 448,307 | $8.7B | 0.76% | |
| 57 | DMRCDIGIMARC CORP | 289,104 | $8.7B | 0.75% | |
| 58 | —NUTRI SYSTEMS INC | 249,754 | $8.7B | 0.75% | |
| 59 | PATKPATRICK INDUSTRIES INC | 113,387 | $8.7B | 0.75% | |
| 60 | WATTENERGOUS CORP | 506,449 | $8.5B | 0.74% | |
| 61 | CA8ACACI INTERNATIONAL INC -CL A | 68,420 | $8.5B | 0.74% | |
| 62 | ACLSAXCELIS TECHNOLOGIES INC | 567,941 | $8.3B | 0.72% | |
| 63 | NBIXNEUROCRINE BIOSCIENCES INC | 205,329 | $7.9B | 0.69% | |
| 64 | LHCGUSDLHC GROUP LLC | 172,302 | $7.9B | 0.69% | |
| 65 | ZM3ZUMIEZ INC | 357,796 | $7.8B | 0.68% | |
| 66 | SPWHSPORTSMAN'S WAREHOUSE HOLDIN | 832,348 | $7.8B | 0.68% | |
| 67 | —BOINGO WIRELESS INC | 639,366 | $7.8B | 0.68% | |
| 68 | PRAAPRA GROUP INC | 191,623 | $7.5B | 0.65% | |
| 69 | VCRAUSDVOCERA COMMUNICATIONS INC | 396,969 | $7.3B | 0.64% | |
| 70 | —SURGICAL CARE AFFILIATES INC | 157,622 | $7.3B | 0.63% | |
| 71 | —NANOMETRICS INC | 284,367 | $7.1B | 0.62% | |
| 72 | MLKNHERMAN MILLER INC | 200,240 | $6.8B | 0.60% | |
| 73 | PGTIUSDPGT INNOVATIONS INC | 565,986 | $6.5B | 0.56% | |
| 74 | PFPTPROOFPOINT INC | 85,702 | $6.1B | 0.53% | |
| 75 | HASIHANNON ARMSTRONG SUSTAINABLE | 295,975 | $5.6B | 0.49% | |
| 76 | AIRGAIRGAIN INC | 349,820 | $5.0B | 0.44% | |
| 77 | AGIOAGIOS PHARMACEUTICALS INC | 112,289 | $4.7B | 0.41% | |
| 78 | KNSLKINSALE CAPITAL GROUP INC | 131,944 | $4.5B | 0.39% | |
| 79 | —2U INC | 148,562 | $4.5B | 0.39% | |
| 80 | BCOVUSDBRIGHTCOVE | 529,256 | $4.3B | 0.37% | |
| 81 | —ULTRATECH STEPPER INC | 86,181 | $2.1B | 0.18% | |
| 82 | UNXLEURUNI-PIXEL INC | 963,820 | $947.0M | 0.08% | |
| 83 | PEBPEBBLEBROOK HOTEL TRUST | 3,805 | $113.0M | 0.01% | |
| 84 | OPLNKAR AUCTION SERVICES INC | 2,448 | $104.0M | 0.01% | |
| 85 | —CYNOSURE INC CL A | 1,759 | $80.0M | 0.01% | |
| 86 | AMATAPPLIED MATERIALS INC | 638 | $21.0M | 0.00% | |
| 87 | —INC RESEARCH HOLDINGS INC-A | 354 | $19.0M | 0.00% | |
| 88 | CERSCERUS CORP | 4,109 | $18.0M | 0.00% | |
| 89 | MUMICRON TECHNOLOGY INC | 711 | $16.0M | 0.00% | |
| 90 | NVDANVIDIA CORP | 129 | $14.0M | 0.00% | |
| 91 | INCYINCYTE CORP | 102 | $10.0M | 0.00% | |
| 92 | KLACK L A TENCOR CORP | 117 | $9.0M | 0.00% | |
| 93 | —WHITEWAVE FOODS CO | 114 | $6.0M | 0.00% | |
| 94 | HN9HANESBRANDS INC | 161 | $3.0M | 0.00% |