Hood River Capital Management
Latest statistics and disclosures from Hood River Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Kinsale Cap Group Inc Com stock, Lumentum Hldgs, AMRN, SEM, Teladoc, and represent 13.02% of Hood River Capital Management's stock portfolio.
- Added to shares of these 10 stocks: AXE (+$48.95M), CCOI (+$31.68M), EPAY (+$30.94M), NUVA (+$29.33M), Tabula Rasa Healthcare (+$29.24M), AMKR (+$28.61M), MDRX (+$26.52M), Scorpio Tankers Inc (+$26.07M), Plug Power Inc (+$21.93M), Parsley Energy Inc-class A (+$21.78M).
- Started 26 new stock positions in SIMO, CCOI, WCC, Onto Innovation Inc Com stock, Tellurian, EXP, EPAY, Knight Swift Transn Hldgs Inc, 4068594 Enphase Energy, Sailpoint Technlgies Hldgs I.
- Reduced shares in these 10 stocks: Sage Therapeutics (-$51.36M), EEFT (-$33.81M), MDCO (-$30.02M), Innovative Industria A (-$26.82M), , * Firstcash Inc Com stock (-$24.12M), MTZ (-$22.67M), AMRN (-$21.00M), Pluralsight Inc Cl A (-$20.58M), Tpi Composites Inc Com stock (-$20.12M).
- Sold out of its positions in Cardlytics Inc, COLM, Dasan Zhone Solutions, EHTH, EEFT, Innovative Industria A, LRN, Kura Sushi Usa Inc cl a com, Malibu Boats, MDCO.
- Hood River Capital Management was a net buyer of stock by $155.00M.
- Hood River Capital Management has $2.32B in assets under management (AUM), growing by 18.35%.
Portfolio Holdings for Hood River Capital Management
Companies in the Hood River Capital Management portfolio as of the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Kinsale Cap Group Inc Com stock | 2.90 | 659539 | +17% | 101.66 |
| Lumentum Hldgs | 2.73 | 795677 | +25% | 79.30 |
| Amarin Corporation (AMRN) | 2.53 | 2.74M | -26% | 21.44 |
| Select Medical Holdings Corporation (SEM) | 2.52 | 2.50M | +12% | 23.34 |
| Teladoc | 2.34 | 648161 | +8% | 83.72 |
| Charles River Laboratories (CRL) | 2.29 | 346446 | +5% | 152.76 |
| Tabula Rasa Healthcare | 2.19 | 1.04M | +135% | 48.68 |
| Integra LifeSciences Holdings (IART) | 2.18 | 867793 | +7% | 58.28 |
| Anixter International (AXE) | 2.11 | 531487 | NEW | 92.10 |
| Healthequity | 2.06 | 642640 | +54% | 74.07 |
| Eldorado Resorts | 2.02 | 785608 | -7% | 59.64 |
| NuVasive (NUVA) | 1.97 | 589087 | +180% | 77.34 |
| CONMED Corporation (CNMD) | 1.94 | 400948 | -21% | 111.83 |
| Chart Industries (GTLS) | 1.87 | 642971 | +10% | 67.49 |
| Globant S A | 1.75 | 381253 | +5% | 106.05 |
| Dycom Industries (DY) | 1.71 | 841177 | +79% | 47.15 |
| Western Alliance Bancorporation (WAL) | 1.62 | 658016 | +83% | 57.00 |
| LHC (LHCG) | 1.52 | 255120 | +44% | 137.76 |
| Laureate Education Inc cl a | 1.46 | 1.92M | -16% | 17.61 |
| Rent-A-Center (RCII) | 1.43 | 1.15M | -7% | 28.84 |
| Amkor Technology (AMKR) | 1.41 | 2.51M | +723% | 13.00 |
| Chegg | 1.41 | 859348 | -3% | 37.91 |
| Cogent Communications (CCOI) | 1.37 | 481340 | NEW | 65.81 |
| Paylocity Holding Corporation | 1.37 | 263385 | +8% | 120.82 |
| Bottomline Technologies (EPAY) | 1.34 | 577289 | NEW | 53.60 |
| Kratos Defense & Security Solutions (KTOS) | 1.28 | 1.64M | -5% | 18.01 |
| Addus Homecare Corp | 1.27 | 302382 | +66% | 97.22 |
| Clean Harbors (CLH) | 1.26 | 341034 | +55% | 85.75 |
| Azul Sa | 1.26 | 681747 | +20% | 42.80 |
| Kulicke and Soffa Industries (KLIC) | 1.25 | 1.06M | +47% | 27.20 |
| Rapid7 | 1.22 | 503669 | -15% | 56.02 |
| Magnachip Semiconductor Corp | 1.18 | 2.35M | +10% | 11.61 |
| MasTec (MTZ) | 1.17 | 420432 | -45% | 64.16 |
| Harsco Corporation (HSC) | 1.16 | 1.16M | -10% | 23.01 |
| WNS (WNS) | 1.16 | 407475 | +6% | 66.15 |
| Allscripts Healthcare Solutions (MDRX) | 1.15 | 2.70M | NEW | 9.81 |
| Limelight Networks (LLNW) | 1.15 | 6.54M | +10% | 4.08 |
| Inphi Corporation (IPHI) | 1.15 | 358352 | -11% | 74.02 |
| Coherent (COHR) | 1.13 | 157808 | +23% | 166.35 |
| Scorpio Tankers Inc | 1.13 | 662574 | NEW | 39.34 |
| Infinera (INFN) | 1.06 | 3.08M | +70% | 7.94 |
| Bandwidth Inc. | 1.02 | 370299 | +46% | 64.05 |
| Tutor Perini Corporation (TPC) | 0.98 | 1.76M | +97% | 12.86 |
| * Firstcash Inc Com stock | 0.98 | 281956 | -51% | 80.63 |
| Plug Power Inc | 0.95 | 6.94M | NEW | 3.16 |
| Fabrinet shs | 0.94 | 336542 | +109% | 64.84 |
| Parsley Energy Inc-class A | 0.94 | 1.15M | NEW | 18.91 |
| Digimarc Corporation (DMRC) | 0.92 | 636957 | +12% | 33.56 |
| Tristate Capital Hldgs | 0.90 | 794584 | +39% | 26.12 |
| Comfort Systems USA (FIX) | 0.89 | 413254 | +21% | 49.85 |
| Vicor Corporation (VICR) | 0.88 | 433766 | +24% | 46.72 |
| Grand Canyon Education (LOPE) | 0.87 | 210470 | -37% | 95.79 |
| Tandem Diabetes Care Inc | 0.87 | 339763 | +19% | 59.61 |
| WESCO International (WCC) | 0.84 | 327801 | NEW | 59.39 |
| ExlService Holdings (EXLS) | 0.82 | 272104 | +7% | 69.46 |
| Axon Enterprise | 0.82 | 258136 | -43% | 73.28 |
| Onto Innovation Inc Com stock | 0.80 | 509835 | NEW | 36.54 |
| Coherus Biosciences | 0.79 | 1.02M | 18.00 | |
| Everi Hldgs | 0.78 | 1.34M | 13.43 | |
| CoStar (CSGP) | 0.77 | 29889 | -48% | 598.31 |
| Piedmont Office Realty Trust (PDM) | 0.77 | 802110 | NEW | 22.24 |
| Kornit Digital Ltd shs | 0.77 | 520629 | +53% | 34.23 |
| EMCOR (EME) | 0.75 | 201607 | +7% | 86.30 |
| KBR (KBR) | 0.72 | 546574 | NEW | 30.50 |
| Macrogenics | 0.71 | 1.51M | +5% | 10.88 |
| Sailpoint Technlgies Hldgs I | 0.70 | 689718 | NEW | 23.60 |
| Penn National Gaming (PENN) | 0.69 | 620714 | +8% | 25.56 |
| Esperion Therapeutics | 0.69 | 269845 | NEW | 59.63 |
| Freshpet | 0.68 | 268390 | +8% | 59.09 |
| Nice Systems (NICE) | 0.67 | 99714 | +2% | 155.15 |
| Zumiez (ZUMZ) | 0.67 | 448961 | -7% | 34.54 |
| Karyopharm Therapeutics | 0.59 | 716397 | +10% | 19.17 |
| Hexcel Corporation (HXL) | 0.55 | 172908 | -48% | 73.31 |
| Aaron's (AAN.A) | 0.54 | 219652 | -40% | 57.11 |
| Amicus Therapeutics (FOLD) | 0.54 | 1.28M | NEW | 9.74 |
| Natera | 0.53 | 361644 | +8% | 33.69 |
| Agios Pharmaceuticals | 0.49 | 237404 | +7% | 47.75 |
| Tellurian | 0.44 | 1.39M | NEW | 7.28 |
| Encore Wire Corporation (WIRE) | 0.43 | 175188 | -23% | 57.40 |
| Viavi Solutions Inc equities | 0.43 | 660870 | -35% | 15.00 |
| Purple Innovatio | 0.42 | 1.11M | NEW | 8.71 |
| LivePerson (LPSN) | 0.37 | 230765 | -48% | 37.00 |
| PAR Technology Corporation (PTC) | 0.34 | 253366 | NEW | 30.74 |
| Echo Global Logistics (ECHO) | 0.34 | 384766 | 20.70 | |
| Silicon Motion Technology (SIMO) | 0.33 | 152436 | NEW | 50.71 |
| Knight Swift Transn Hldgs Inc | 0.32 | 206343 | NEW | 35.84 |
| Lovesac Company | 0.32 | 464095 | -53% | 16.05 |
| Schneider National Inc cl b | 0.28 | 292267 | NEW | 21.82 |
| Palomar Hldgs Inc | 0.25 | 114054 | -8% | 50.49 |
| Impinj | 0.22 | 197949 | -57% | 25.86 |
| 4068594 Enphase Energy | 0.18 | 158915 | NEW | 26.13 |
| Eagle Materials (EXP) | 0.17 | 42704 | NEW | 90.67 |
| Advanced Micro Devices (AMD) | 0.12 | 58802 | -4% | 45.87 |
| Proofpoint | 0.04 | 8628 | -4% | 114.74 |
| Air Canada Inc Vtg + Var | 0.04 | 25000 | 37.36 | |
| Martin Marietta Materials (MLM) | 0.03 | 2153 | NEW | 279.61 |
| Cadence Design Systems (CDNS) | 0.03 | 9307 | NEW | 69.41 |
| Tractor Supply Company (TSCO) | 0.02 | 4667 | -4% | 93.42 |
| AMETEK (AME) | 0.02 | 4465 | NEW | 99.66 |
| NOVA MEASURING Instruments L | 0.02 | 12071 | NEW | 37.86 |
| Lonestar Res Us Inc cl a vtg | 0.02 | 170811 | -3% | 2.61 |
| Iteris (ITI) | 0.01 | 46380 | -92% | 4.98 |
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Past Filings by Hood River Capital Management
View past SEC 13F filings by Hood River Capital Management
- Hood River Capital Management 2019 Q3 filed Nov. 13, 2019
- Hood River Capital Management 2019 Q2 filed Aug. 13, 2019
- Hood River Capital Management 2019 Q1 filed May 14, 2019
- Hood River Capital Management 2018 Q4 filed Feb. 13, 2019
- Hood River Capital Management 2018 Q3 filed Nov. 14, 2018
- Hood River Capital Management 2018 Q2 filed July 30, 2018
- Hood River Capital Management 2018 Q1 filed May 7, 2018
- Hood River Capital Management 2017 Q4 filed Feb. 7, 2018
- Hood River Capital Management 2017 Q3 filed Nov. 7, 2017
- Hood River Capital Management 2017 Q2 filed Aug. 11, 2017
- Hood River Capital Management 2017 Q1 filed May 9, 2017
- Hood River Capital Management 2016 Q4 filed Feb. 7, 2017
- Hood River Capital Management 2016 Q3 filed Nov. 2, 2016
- Hood River Capital Management 2016 Q2 filed July 28, 2016
- Hood River Capital Management 2016 Q1 filed May 3, 2016
- Hood River Capital Management 2015 Q4 filed Feb. 3, 2016
- Hood River Capital Management 2015 Q3 filed Nov. 3, 2015
- Hood River Capital Management 2015 Q2 filed Aug. 3, 2015
- Hood River Capital Management 2015 Q1 filed April 30, 2015