Hood River Capital Management as of Sept. 30, 2019
Portfolio Holdings for Hood River Capital Management
Hood River Capital Management holds 101 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kinsale Cap Group (KNSL) | 3.0 | $58M | 562k | 103.31 | |
| Amarin Corporation (AMRN) | 2.9 | $56M | 3.7M | 15.16 | |
| Firstcash | 2.7 | $53M | 581k | 91.67 | |
| Sage Therapeutics (SAGE) | 2.6 | $51M | 366k | 140.29 | |
| MasTec (MTZ) | 2.6 | $50M | 774k | 64.93 | |
| CONMED Corporation (CNMD) | 2.5 | $49M | 508k | 96.15 | |
| Integra LifeSciences Holdings (IART) | 2.5 | $48M | 804k | 60.07 | |
| Charles River Laboratories (CRL) | 2.2 | $43M | 327k | 132.37 | |
| Teladoc (TDOC) | 2.1 | $41M | 598k | 67.72 | |
| Laureate Education Inc cl a (LAUR) | 1.9 | $38M | 2.3M | 16.57 | |
| Select Medical Holdings Corporation (SEM) | 1.9 | $37M | 2.2M | 16.57 | |
| Chart Industries (GTLS) | 1.9 | $36M | 583k | 62.36 | |
| CoStar (CSGP) | 1.8 | $35M | 59k | 593.20 | |
| Eldorado Resorts | 1.7 | $34M | 852k | 39.87 | |
| Lumentum Hldgs (LITE) | 1.7 | $34M | 636k | 53.56 | |
| Euronet Worldwide (EEFT) | 1.7 | $34M | 231k | 146.30 | |
| Grand Canyon Education (LOPE) | 1.7 | $33M | 337k | 98.20 | |
| Globant S A (GLOB) | 1.7 | $33M | 361k | 91.58 | |
| Kratos Defense & Security Solutions (KTOS) | 1.7 | $33M | 1.7M | 18.60 | |
| Rent-A-Center (UPBD) | 1.6 | $32M | 1.2M | 25.79 | |
| Medicines Company | 1.5 | $30M | 601k | 50.00 | |
| Hexcel Corporation (HXL) | 1.4 | $28M | 336k | 82.13 | |
| Rapid7 (RPD) | 1.4 | $27M | 598k | 45.39 | |
| Chegg (CHGG) | 1.4 | $27M | 892k | 29.95 | |
| Innovative Industria A (IIPR) | 1.4 | $27M | 290k | 92.37 | |
| Axon Enterprise (AXON) | 1.3 | $26M | 461k | 56.78 | |
| Medifast (MED) | 1.3 | $25M | 242k | 103.63 | |
| Harsco Corporation (NVRI) | 1.3 | $25M | 1.3M | 18.96 | |
| Inphi Corporation | 1.3 | $25M | 403k | 61.05 | |
| Tabula Rasa Healthcare | 1.2 | $24M | 443k | 54.94 | |
| Aaron's | 1.2 | $24M | 370k | 64.26 | |
| Dycom Industries (DY) | 1.2 | $24M | 469k | 51.05 | |
| Paylocity Holding Corporation (PCTY) | 1.2 | $24M | 243k | 97.58 | |
| Healthequity (HQY) | 1.2 | $24M | 416k | 57.15 | |
| WNS | 1.1 | $23M | 384k | 58.75 | |
| Digimarc Corporation (DMRC) | 1.1 | $22M | 565k | 39.09 | |
| Magnachip Semiconductor Corp (MX) | 1.1 | $22M | 2.1M | 10.14 | |
| Coherus Biosciences (CHRS) | 1.1 | $21M | 1.0M | 20.26 | |
| Pluralsight Inc Cl A | 1.1 | $21M | 1.2M | 16.80 | |
| Azul Sa (AZUL) | 1.0 | $20M | 566k | 35.82 | |
| LHC | 1.0 | $20M | 177k | 113.56 | |
| Tpi Composites (TPIC) | 1.0 | $20M | 1.1M | 18.75 | |
| Coherent | 1.0 | $20M | 128k | 153.72 | |
| Lovesac Company (LOVE) | 0.9 | $19M | 993k | 18.67 | |
| Macrogenics (MGNX) | 0.9 | $18M | 1.4M | 12.76 | |
| Limelight Networks | 0.9 | $18M | 5.9M | 3.03 | |
| Clean Harbors (CLH) | 0.9 | $17M | 219k | 77.20 | |
| Kulicke and Soffa Industries (KLIC) | 0.9 | $17M | 718k | 23.48 | |
| ExlService Holdings (EXLS) | 0.9 | $17M | 253k | 66.96 | |
| Tandem Diabetes Care (TNDM) | 0.9 | $17M | 285k | 58.98 | |
| PROS Holdings (PRO) | 0.8 | $17M | 279k | 59.60 | |
| Western Alliance Bancorporation (WAL) | 0.8 | $17M | 359k | 46.08 | |
| Bandwidth (BAND) | 0.8 | $17M | 254k | 65.11 | |
| Emcor (EME) | 0.8 | $16M | 187k | 86.12 | |
| LivePerson (LPSN) | 0.8 | $16M | 447k | 35.70 | |
| Merit Medical Systems (MMSI) | 0.8 | $16M | 516k | 30.46 | |
| Zumiez (ZUMZ) | 0.8 | $15M | 484k | 31.67 | |
| Comfort Systems USA (FIX) | 0.8 | $15M | 339k | 44.23 | |
| Addus Homecare Corp (ADUS) | 0.7 | $14M | 182k | 79.28 | |
| Viavi Solutions Inc equities (VIAV) | 0.7 | $14M | 1.0M | 14.01 | |
| Impinj (PI) | 0.7 | $15M | 470k | 30.83 | |
| Nice Systems (NICE) | 0.7 | $14M | 98k | 143.80 | |
| Orthofix Medical (OFIX) | 0.7 | $14M | 264k | 53.02 | |
| K12 | 0.7 | $14M | 517k | 26.40 | |
| NuVasive | 0.7 | $13M | 210k | 63.38 | |
| Encore Wire Corporation (WIRE) | 0.7 | $13M | 229k | 56.28 | |
| Tutor Perini Corporation (TPC) | 0.7 | $13M | 891k | 14.33 | |
| Freshpet (FRPT) | 0.6 | $12M | 248k | 49.77 | |
| Tristate Capital Hldgs | 0.6 | $12M | 571k | 21.04 | |
| Herman Miller (MLKN) | 0.6 | $11M | 246k | 46.09 | |
| Everi Hldgs (EVRI) | 0.6 | $11M | 1.3M | 8.46 | |
| Natera (NTRA) | 0.6 | $11M | 334k | 32.80 | |
| Penn National Gaming (PENN) | 0.6 | $11M | 573k | 18.62 | |
| eHealth (EHTH) | 0.5 | $11M | 160k | 66.79 | |
| Malibu Boats (MBUU) | 0.5 | $10M | 336k | 30.68 | |
| Kornit Digital (KRNT) | 0.5 | $10M | 339k | 30.78 | |
| Vicor Corporation (VICR) | 0.5 | $10M | 347k | 29.52 | |
| Stoneridge (SRI) | 0.5 | $9.9M | 321k | 30.97 | |
| Infinera (INFN) | 0.5 | $9.9M | 1.8M | 5.45 | |
| Echo Global Logistics | 0.4 | $8.6M | 380k | 22.65 | |
| Fabrinet (FN) | 0.4 | $8.4M | 160k | 52.30 | |
| U.s. Concrete Inc Cmn | 0.4 | $7.7M | 139k | 55.28 | |
| Agios Pharmaceuticals (AGIO) | 0.4 | $7.1M | 220k | 32.40 | |
| Cardlytics (CDLX) | 0.3 | $6.8M | 202k | 33.52 | |
| Karyopharm Therapeutics (KPTI) | 0.3 | $6.3M | 651k | 9.62 | |
| Palomar Hldgs (PLMR) | 0.2 | $4.9M | 125k | 39.42 | |
| Prosight Global | 0.2 | $4.8M | 250k | 19.36 | |
| Upland Software (UPLD) | 0.2 | $4.5M | 128k | 34.86 | |
| Iteris (ITI) | 0.2 | $3.7M | 641k | 5.75 | |
| Kura Sushi Usa Inc cl a (KRUS) | 0.1 | $3.0M | 154k | 19.62 | |
| Amkor Technology (AMKR) | 0.1 | $2.8M | 304k | 9.10 | |
| Dasan Zhone Solutions | 0.1 | $2.4M | 260k | 9.16 | |
| Advanced Micro Devices (AMD) | 0.1 | $1.8M | 62k | 28.99 | |
| Proofpoint | 0.1 | $1.2M | 9.1k | 129.08 | |
| WellCare Health Plans | 0.1 | $960k | 3.7k | 259.18 | |
| Air Canada Inc Vtg + Var (ACDVF) | 0.0 | $817k | 25k | 32.68 | |
| Tractor Supply Company (TSCO) | 0.0 | $443k | 4.9k | 90.37 | |
| Columbia Sportswear Company (COLM) | 0.0 | $407k | 4.2k | 96.90 | |
| Lonestar Res Us Inc cl a vtg | 0.0 | $480k | 177k | 2.72 | |
| Us Well Services Inc us well services | 0.0 | $376k | 172k | 2.19 | |
| Sundial Growers | 0.0 | $345k | 72k | 4.80 |
