Hood River Capital Management as of Dec. 31, 2019
Portfolio Holdings for Hood River Capital Management
Hood River Capital Management holds 102 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kinsale Cap Group (KNSL) | 2.9 | $67M | 660k | 101.66 | |
| Lumentum Hldgs (LITE) | 2.7 | $63M | 796k | 79.30 | |
| Amarin Corporation (AMRN) | 2.5 | $59M | 2.7M | 21.44 | |
| Select Medical Holdings Corporation (SEM) | 2.5 | $58M | 2.5M | 23.34 | |
| Teladoc (TDOC) | 2.3 | $54M | 648k | 83.72 | |
| Charles River Laboratories (CRL) | 2.3 | $53M | 346k | 152.76 | |
| Tabula Rasa Healthcare | 2.2 | $51M | 1.0M | 48.68 | |
| Integra LifeSciences Holdings (IART) | 2.2 | $51M | 868k | 58.28 | |
| Anixter International | 2.1 | $49M | 532k | 92.10 | |
| Healthequity (HQY) | 2.1 | $48M | 643k | 74.07 | |
| Eldorado Resorts | 2.0 | $47M | 786k | 59.64 | |
| NuVasive | 2.0 | $46M | 589k | 77.34 | |
| CONMED Corporation (CNMD) | 1.9 | $45M | 401k | 111.83 | |
| Chart Industries (GTLS) | 1.9 | $43M | 643k | 67.49 | |
| Globant S A (GLOB) | 1.8 | $40M | 381k | 106.05 | |
| Dycom Industries (DY) | 1.7 | $40M | 841k | 47.15 | |
| Western Alliance Bancorporation (WAL) | 1.6 | $38M | 658k | 57.00 | |
| LHC | 1.5 | $35M | 255k | 137.76 | |
| Laureate Education Inc cl a (LAUR) | 1.5 | $34M | 1.9M | 17.61 | |
| Rent-A-Center (UPBD) | 1.4 | $33M | 1.1M | 28.84 | |
| Amkor Technology (AMKR) | 1.4 | $33M | 2.5M | 13.00 | |
| Chegg (CHGG) | 1.4 | $33M | 859k | 37.91 | |
| Cogent Communications (CCOI) | 1.4 | $32M | 481k | 65.81 | |
| Paylocity Holding Corporation (PCTY) | 1.4 | $32M | 263k | 120.82 | |
| Bottomline Technologies | 1.3 | $31M | 577k | 53.60 | |
| Kratos Defense & Security Solutions (KTOS) | 1.3 | $30M | 1.6M | 18.01 | |
| Addus Homecare Corp (ADUS) | 1.3 | $29M | 302k | 97.22 | |
| Clean Harbors (CLH) | 1.3 | $29M | 341k | 85.75 | |
| Azul Sa (AZUL) | 1.3 | $29M | 682k | 42.80 | |
| Kulicke and Soffa Industries (KLIC) | 1.2 | $29M | 1.1M | 27.20 | |
| Rapid7 (RPD) | 1.2 | $28M | 504k | 56.02 | |
| Magnachip Semiconductor Corp (MX) | 1.2 | $27M | 2.4M | 11.61 | |
| MasTec (MTZ) | 1.2 | $27M | 420k | 64.16 | |
| Harsco Corporation (NVRI) | 1.2 | $27M | 1.2M | 23.01 | |
| WNS | 1.2 | $27M | 408k | 66.15 | |
| Allscripts Healthcare Solutions (MDRX) | 1.1 | $27M | 2.7M | 9.81 | |
| Limelight Networks | 1.1 | $27M | 6.5M | 4.08 | |
| Inphi Corporation | 1.1 | $27M | 358k | 74.02 | |
| Coherent | 1.1 | $26M | 158k | 166.35 | |
| Scorpio Tankers (STNG) | 1.1 | $26M | 663k | 39.34 | |
| Infinera (INFN) | 1.1 | $25M | 3.1M | 7.94 | |
| Bandwidth (BAND) | 1.0 | $24M | 370k | 64.05 | |
| Tutor Perini Corporation (TPC) | 1.0 | $23M | 1.8M | 12.86 | |
| Firstcash | 1.0 | $23M | 282k | 80.63 | |
| Plug Power (PLUG) | 0.9 | $22M | 6.9M | 3.16 | |
| Fabrinet (FN) | 0.9 | $22M | 337k | 64.84 | |
| Parsley Energy Inc-class A | 0.9 | $22M | 1.2M | 18.91 | |
| Digimarc Corporation (DMRC) | 0.9 | $21M | 637k | 33.56 | |
| Tristate Capital Hldgs | 0.9 | $21M | 795k | 26.12 | |
| Comfort Systems USA (FIX) | 0.9 | $21M | 413k | 49.85 | |
| Vicor Corporation (VICR) | 0.9 | $20M | 434k | 46.72 | |
| Grand Canyon Education (LOPE) | 0.9 | $20M | 211k | 95.79 | |
| Tandem Diabetes Care (TNDM) | 0.9 | $20M | 340k | 59.61 | |
| WESCO International (WCC) | 0.8 | $20M | 328k | 59.39 | |
| ExlService Holdings (EXLS) | 0.8 | $19M | 272k | 69.46 | |
| Axon Enterprise (AXON) | 0.8 | $19M | 258k | 73.28 | |
| Onto Innovation (ONTO) | 0.8 | $19M | 510k | 36.54 | |
| Coherus Biosciences (CHRS) | 0.8 | $18M | 1.0M | 18.00 | |
| Everi Hldgs (EVRI) | 0.8 | $18M | 1.3M | 13.43 | |
| CoStar (CSGP) | 0.8 | $18M | 30k | 598.31 | |
| Piedmont Office Realty Trust (PDM) | 0.8 | $18M | 802k | 22.24 | |
| Kornit Digital (KRNT) | 0.8 | $18M | 521k | 34.23 | |
| Emcor (EME) | 0.8 | $17M | 202k | 86.30 | |
| KBR (KBR) | 0.7 | $17M | 547k | 30.50 | |
| Macrogenics (MGNX) | 0.7 | $16M | 1.5M | 10.88 | |
| Sailpoint Technlgies Hldgs I | 0.7 | $16M | 690k | 23.60 | |
| Penn National Gaming (PENN) | 0.7 | $16M | 621k | 25.56 | |
| Esperion Therapeutics (ESPR) | 0.7 | $16M | 270k | 59.63 | |
| Freshpet (FRPT) | 0.7 | $16M | 268k | 59.09 | |
| Nice Systems (NICE) | 0.7 | $16M | 100k | 155.15 | |
| Zumiez (ZUMZ) | 0.7 | $16M | 449k | 34.54 | |
| Karyopharm Therapeutics (KPTI) | 0.6 | $14M | 716k | 19.17 | |
| Hexcel Corporation (HXL) | 0.6 | $13M | 173k | 73.31 | |
| Aaron's | 0.5 | $13M | 220k | 57.11 | |
| Amicus Therapeutics (FOLD) | 0.5 | $13M | 1.3M | 9.74 | |
| Natera (NTRA) | 0.5 | $12M | 362k | 33.69 | |
| Agios Pharmaceuticals (AGIO) | 0.5 | $11M | 237k | 47.75 | |
| Tellurian (TELL) | 0.4 | $10M | 1.4M | 7.28 | |
| Encore Wire Corporation (WIRE) | 0.4 | $10M | 175k | 57.40 | |
| Viavi Solutions Inc equities (VIAV) | 0.4 | $9.9M | 661k | 15.00 | |
| Purple Innovatio (PRPL) | 0.4 | $9.7M | 1.1M | 8.71 | |
| LivePerson (LPSN) | 0.4 | $8.5M | 231k | 37.00 | |
| PAR Technology Corporation (PAR) | 0.3 | $7.8M | 253k | 30.74 | |
| Echo Global Logistics | 0.3 | $8.0M | 385k | 20.70 | |
| Silicon Motion Technology (SIMO) | 0.3 | $7.7M | 152k | 50.71 | |
| Knight Swift Transn Hldgs (KNX) | 0.3 | $7.4M | 206k | 35.84 | |
| Lovesac Company (LOVE) | 0.3 | $7.4M | 464k | 16.05 | |
| Schneider National Inc cl b (SNDR) | 0.3 | $6.4M | 292k | 21.82 | |
| Palomar Hldgs (PLMR) | 0.2 | $5.8M | 114k | 50.49 | |
| Impinj (PI) | 0.2 | $5.1M | 198k | 25.86 | |
| 4068594 Enphase Energy (ENPH) | 0.2 | $4.2M | 159k | 26.13 | |
| Eagle Materials (EXP) | 0.2 | $3.9M | 43k | 90.67 | |
| Advanced Micro Devices (AMD) | 0.1 | $2.7M | 59k | 45.87 | |
| Proofpoint | 0.0 | $990k | 8.6k | 114.74 | |
| Air Canada Inc Vtg + Var (ACDVF) | 0.0 | $934k | 25k | 37.36 | |
| Martin Marietta Materials (MLM) | 0.0 | $602k | 2.2k | 279.61 | |
| Cadence Design Systems (CDNS) | 0.0 | $646k | 9.3k | 69.41 | |
| Tractor Supply Company (TSCO) | 0.0 | $436k | 4.7k | 93.42 | |
| Ametek (AME) | 0.0 | $445k | 4.5k | 99.66 | |
| NOVA MEASURING Instruments L (NVMI) | 0.0 | $457k | 12k | 37.86 | |
| Lonestar Res Us Inc cl a vtg | 0.0 | $446k | 171k | 2.61 | |
| Iteris (ITI) | 0.0 | $231k | 46k | 4.98 |
