Hood River Capital Management LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$3.6T
Holdings
122
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FTAIFTAI AVIATION LTD | 3,457,905 | $160.4B | 4.41% | |
| 2 | RMBS*RAMBUS INC | 1,961,814 | $133.9B | 3.68% | |
| 3 | WEAWESTERN ALLIANCE BANCORP | 1,550,125 | $102.0B | 2.80% | |
| 4 | FIXCOMFORT SYSTEMS USA INC | 482,170 | $99.2B | 2.73% | |
| 5 | ONTOONTO INNOVATION INC | 629,098 | $96.2B | 2.65% | |
| 6 | FCFSFIRSTCASH HOLDINGS INC | 827,338 | $89.7B | 2.47% | |
| 7 | VRTVERTIV HOLDINGS LLC | 1,817,752 | $87.3B | 2.40% | |
| 8 | MTZMASTEC INC | 1,132,059 | $85.7B | 2.36% | |
| 9 | FMFFORMFACTOR INC | 1,938,829 | $80.9B | 2.22% | |
| 10 | AXNX*AXONICS INC | 1,298,285 | $80.8B | 2.22% | |
| 11 | CLHCLEAN HARBORS INC | 430,875 | $75.2B | 2.07% | |
| 12 | LNTHLANTHEUS HOLDINGS INC | 1,196,753 | $74.2B | 2.04% | |
| 13 | EVHEVOLENT HEALTH INC - A | 2,070,033 | $68.4B | 1.88% | |
| 14 | XPOXPO INC | 718,435 | $62.9B | 1.73% | |
| 15 | HCIHCI GROUP INC | 712,048 | $62.2B | 1.71% | |
| 16 | DKNGDRAFTKINGS INC - CL A | 1,652,666 | $58.3B | 1.60% | |
| 17 | APLDAPPLIED DIGITAL CORP | 8,584,355 | $57.9B | 1.59% | |
| 18 | KRYSKRYSTAL BIOTECH INC | 458,513 | $56.9B | 1.56% | |
| 19 | KEXKIRBY CORP | 717,735 | $56.3B | 1.55% | |
| 20 | RPDRAPID7 INC | 930,523 | $53.1B | 1.46% | |
| 21 | VRNSVARONIS SYSTEMS INC | 1,145,183 | $51.9B | 1.43% | |
| 22 | AXONAXON ENTERPRISE INC | 199,394 | $51.5B | 1.42% | |
| 23 | KNFKNIFE RIVER CORP | 759,657 | $50.3B | 1.38% | |
| 24 | EXPEAGLE MATERIALS INC | 243,424 | $49.4B | 1.36% | |
| 25 | SITMSITIME CORP | 404,328 | $49.4B | 1.36% | |
| 26 | MODMODINE MANUFACTURING CO | 806,929 | $48.2B | 1.32% | |
| 27 | CAMTCAMTEK LTD | 678,686 | $47.1B | 1.29% | |
| 28 | OGM1COGENT COMMUNICATIONS HOLDINGS INC | 616,906 | $46.9B | 1.29% | |
| 29 | CYTKCYTOKINETICS INC | 560,981 | $46.8B | 1.29% | |
| 30 | ASPNASPEN AEROGELS INC | 2,942,548 | $46.4B | 1.28% | |
| 31 | TSAACI WORLDWIDE INC | 1,509,696 | $46.2B | 1.27% | |
| 32 | FIVNFIVE9 INC | 584,923 | $46.0B | 1.27% | |
| 33 | CZRCAESARS ENTERTAINMENT INC | 940,036 | $44.1B | 1.21% | |
| 34 | CELHCELSIUS HOLDINGS INC | 787,967 | $43.0B | 1.18% | |
| 35 | DMLDENISON MINES CORP | 23,453,244 | $41.5B | 1.14% | |
| 36 | 2L9BLUEPRINT MEDICINES CORP | 440,018 | $40.6B | 1.12% | |
| 37 | NSYNICE LTD - SPON ADR | 191,804 | $38.3B | 1.05% | |
| 38 | FNFABRINET | 198,646 | $37.8B | 1.04% | |
| 39 | OSISOSI SYSTEMS INC | 288,657 | $37.3B | 1.02% | |
| 40 | RXORXO INC | 1,565,876 | $36.4B | 1.00% | |
| 41 | RDNTRADNET INC | 993,885 | $34.6B | 0.95% | |
| 42 | DCGODOCGO INC | 6,103,476 | $34.1B | 0.94% | |
| 43 | INDIINDIE SEMICONDUCTOR INC-A | 4,170,053 | $33.8B | 0.93% | |
| 44 | BASECOUCHBASE INC | 1,440,755 | $32.4B | 0.89% | |
| 45 | INSPINSPIRE MEDICAL SYSTEMS INC | 156,441 | $31.8B | 0.88% | |
| 46 | AXSMAXSOME THERAPEUTICS INC | 392,753 | $31.3B | 0.86% | |
| 47 | OPCHOPTION CARE HEALTH INC | 918,253 | $30.9B | 0.85% | |
| 48 | CNMCORE & MAIN INC-CLASS A | 750,627 | $30.3B | 0.83% | |
| 49 | ATRCATRICURE INC | 841,102 | $30.0B | 0.83% | |
| 50 | CYBRCYBERARK SOFTWARE LTD/ISRAEL | 133,731 | $29.3B | 0.81% | |
| 51 | TFIITFI INTERNATIONAL INC | 212,893 | $28.9B | 0.80% | |
| 52 | NOGNORTHERN OIL AND GAS INC | 778,738 | $28.9B | 0.79% | |
| 53 | IM8NINSMED INC | 905,819 | $28.1B | 0.77% | |
| 54 | NBIXNEUROCRINE BIOSCIENCES INC | 212,390 | $28.0B | 0.77% | |
| 55 | G3VGREEN PLAINS INC | 1,067,557 | $26.9B | 0.74% | |
| 56 | CNMDCONMED CORP | 242,218 | $26.5B | 0.73% | |
| 57 | AAOIAPPLIED OPTOELECTRONICS INC | 1,351,123 | $26.1B | 0.72% | |
| 58 | DOCNDIGITALOCEAN HOLDINGS INC | 692,362 | $25.4B | 0.70% | |
| 59 | KTOSKRATOS DEFENSE & SECURITY | 1,225,288 | $24.9B | 0.68% | |
| 60 | AEHRAEHR TEST SYSTEMS | 936,835 | $24.9B | 0.68% | |
| 61 | APGAPI GROUP CORP | 661,327 | $22.9B | 0.63% | |
| 62 | GENIGENIUS SPORTS LTD | 3,490,572 | $21.6B | 0.59% | |
| 63 | OLLIOLLIE'S BARGAIN OUTLET HLDG INC | 265,083 | $20.1B | 0.55% | |
| 64 | KLICKULICKE & SOFFA INDUSTRIES | 358,853 | $19.6B | 0.54% | |
| 65 | ENVXENOVIX CORP | 1,564,080 | $19.6B | 0.54% | |
| 66 | HASIHANNON ARMSTRONG SUSTAINABLE | 706,076 | $19.5B | 0.54% | |
| 67 | VRNAVERONA PHARMA PLC - ADR | 946,602 | $18.8B | 0.52% | |
| 68 | LOVELOVESAC CO/THE | 722,126 | $18.5B | 0.51% | |
| 69 | ARHSARHAUS INC | 1,538,472 | $18.2B | 0.50% | |
| 70 | CAVACAVA GROUP INC | 423,833 | $18.2B | 0.50% | |
| 71 | ROADCONSTRUCTION PARTNERS INC-A | 408,080 | $17.8B | 0.49% | |
| 72 | ALHCALIGNMENT HEALTHCARE INC | 1,952,199 | $16.8B | 0.46% | |
| 73 | INTAINTAPP INC | 441,709 | $16.8B | 0.46% | |
| 74 | CUBICUSTOMERS BANCO | 287,680 | $16.6B | 0.46% | |
| 75 | IIIVI3 VERTICALS INC-CLASS A | 782,355 | $16.6B | 0.46% | |
| 76 | TRNSTRANSCAT INC | 151,088 | $16.5B | 0.45% | |
| 77 | IOVAIOVANCE BIOTHERAPEUTICS INC | 2,001,510 | $16.3B | 0.45% | |
| 78 | DFHDREAM FINDERS HOMES INC - A | 417,149 | $14.8B | 0.41% | |
| 79 | BHVNBIOHAVEN LTD | 324,201 | $13.9B | 0.38% | |
| 80 | INFNEURINFINERA CORP | 2,730,215 | $13.0B | 0.36% | |
| 81 | CBAYUSDCYMABAY THERAPEUTICS INC | 519,249 | $12.3B | 0.34% | |
| 82 | NEONEOGENOMICS INC | 734,714 | $11.9B | 0.33% | |
| 83 | SEMSELECT MEDICAL HOLDINGS CORP | 445,350 | $10.5B | 0.29% | |
| 84 | STNGSCORPIO TANKERS INC | 170,035 | $10.3B | 0.28% | |
| 85 | DCODUCOMMUN INC DEL | 189,088 | $9.8B | 0.27% | |
| 86 | SRRKSCHOLAR ROCK HOLDING CORP | 499,144 | $9.4B | 0.26% | |
| 87 | SKWDSKYWARD SPECIALTY INSURANCE | 274,755 | $9.3B | 0.26% | |
| 88 | FIPFTAI INFRASTRUCTURE LLC | 2,359,321 | $9.2B | 0.25% | |
| 89 | WNSNWNS HOLDINGS LTD ADR | 128,670 | $8.1B | 0.22% | |
| 90 | BWINBRP GROUP INC-A | 263,254 | $6.3B | 0.17% | |
| 91 | GFLGFL ENVIRONMENTAL INC-SUB VT | 179,694 | $6.2B | 0.17% | |
| 92 | CDNSCADENCE DESIGNS SYSTEMS | 20,149 | $5.5B | 0.15% | |
| 93 | KNSLKINSALE CAPITAL GROUP INC | 13,060 | $4.4B | 0.12% | |
| 94 | —LILIUM NV | 3,455,976 | $4.1B | 0.11% | |
| 95 | CCOCAMECO CORP | 82,724 | $3.6B | 0.10% | |
| 96 | LSEALANDSEA HOMES CORP | 264,572 | $3.5B | 0.10% | |
| 97 | ENQENTEGRIS INC | 28,585 | $3.4B | 0.09% | |
| 98 | VMCVULCAN MATLS CO | 11,938 | $2.7B | 0.07% | |
| 99 | MRVLMARVELL TECHNOLOGY GROUP LTD | 44,044 | $2.7B | 0.07% | |
| 100 | MDXHMDXHEALTH | 533,755 | $2.1B | 0.06% |
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