Hood River Capital Management as of March 31, 2020
Portfolio Holdings for Hood River Capital Management
Hood River Capital Management holds 98 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teladoc (TDOC) | 4.4 | $77M | 494k | 155.01 | |
| Kinsale Cap Group (KNSL) | 3.9 | $68M | 649k | 104.53 | |
| Tabula Rasa Healthcare | 3.7 | $64M | 1.2M | 52.29 | |
| Lumentum Hldgs (LITE) | 3.2 | $56M | 763k | 73.70 | |
| Inphi Corporation | 3.0 | $52M | 660k | 79.17 | |
| Bandwidth (BAND) | 2.8 | $49M | 722k | 67.29 | |
| Charles River Laboratories (CRL) | 2.8 | $48M | 382k | 126.21 | |
| Plug Power (PLUG) | 2.7 | $48M | 14M | 3.54 | |
| Cogent Communications (CCOI) | 2.7 | $47M | 568k | 81.97 | |
| Limelight Networks | 2.3 | $40M | 6.9M | 5.70 | |
| Chegg (CHGG) | 2.1 | $36M | 1.0M | 35.78 | |
| LHC | 2.0 | $35M | 252k | 140.20 | |
| Vicor Corporation (VICR) | 2.0 | $35M | 784k | 44.54 | |
| Select Medical Holdings Corporation (SEM) | 1.9 | $33M | 2.2M | 15.00 | |
| NuVasive | 1.7 | $30M | 583k | 50.66 | |
| Natera (NTRA) | 1.7 | $29M | 979k | 29.86 | |
| Piedmont Office Realty Trust (PDM) | 1.7 | $29M | 1.7M | 17.66 | |
| Tandem Diabetes Care (TNDM) | 1.6 | $27M | 423k | 64.35 | |
| Magnachip Semiconductor Corp (MX) | 1.5 | $27M | 2.4M | 11.05 | |
| ACADIA Pharmaceuticals (ACAD) | 1.4 | $25M | 590k | 42.25 | |
| Bottomline Technologies | 1.4 | $25M | 668k | 36.65 | |
| Anixter International | 1.4 | $24M | 271k | 87.87 | |
| Clean Harbors (CLH) | 1.4 | $24M | 461k | 51.34 | |
| Tfii Cn (TFII) | 1.3 | $24M | 1.1M | 22.09 | |
| Kratos Defense & Security Solutions (KTOS) | 1.3 | $23M | 1.7M | 13.84 | |
| Knight Swift Transn Hldgs (KNX) | 1.3 | $23M | 696k | 32.80 | |
| Palomar Hldgs (PLMR) | 1.3 | $23M | 392k | 58.16 | |
| Fabrinet (FN) | 1.3 | $23M | 414k | 54.56 | |
| Freshpet (FRPT) | 1.3 | $23M | 353k | 63.87 | |
| Qts Realty Trust | 1.3 | $22M | 381k | 58.01 | |
| Integer Hldgs (ITGR) | 1.2 | $21M | 338k | 62.86 | |
| Innovative Industria A (IIPR) | 1.2 | $21M | 275k | 75.93 | |
| Nice Systems (NICE) | 1.2 | $20M | 142k | 143.56 | |
| Kulicke and Soffa Industries (KLIC) | 1.1 | $20M | 955k | 20.87 | |
| Silicon Motion Technology (SIMO) | 1.1 | $20M | 543k | 36.66 | |
| Addus Homecare Corp (ADUS) | 1.1 | $19M | 285k | 67.60 | |
| Amicus Therapeutics (FOLD) | 1.1 | $19M | 2.0M | 9.24 | |
| Allscripts Healthcare Solutions (MDRX) | 1.1 | $19M | 2.7M | 7.04 | |
| Integra LifeSciences Holdings (IART) | 1.0 | $18M | 406k | 44.67 | |
| Cypress Semiconductor Corporation | 1.0 | $18M | 772k | 23.32 | |
| Karyopharm Therapeutics (KPTI) | 1.0 | $17M | 888k | 19.21 | |
| Dycom Industries (DY) | 1.0 | $17M | 659k | 25.65 | |
| Five9 (FIVN) | 1.0 | $17M | 218k | 76.46 | |
| Infinera (INFN) | 0.9 | $16M | 3.1M | 5.30 | |
| Onto Innovation (ONTO) | 0.9 | $16M | 536k | 29.67 | |
| CoStar (CSGP) | 0.9 | $15M | 26k | 587.19 | |
| Eagle Materials (EXP) | 0.8 | $14M | 242k | 58.42 | |
| Firstcash | 0.8 | $14M | 192k | 71.74 | |
| Paylocity Holding Corporation (PCTY) | 0.8 | $14M | 153k | 88.32 | |
| Scorpio Tankers (STNG) | 0.7 | $13M | 684k | 19.12 | |
| Coherus Biosciences (CHRS) | 0.7 | $12M | 737k | 16.22 | |
| Colfax Corporation | 0.7 | $12M | 598k | 19.80 | |
| NorthWestern Corporation (NWE) | 0.7 | $12M | 194k | 59.83 | |
| Esperion Therapeutics (ESPR) | 0.6 | $11M | 355k | 31.53 | |
| Echo Global Logistics | 0.6 | $11M | 640k | 17.08 | |
| Diamond Eagle Acquisition Corp diamond eagle acq cl a | 0.6 | $11M | 870k | 12.34 | |
| Kornit Digital (KRNT) | 0.6 | $11M | 423k | 24.89 | |
| Healthequity (HQY) | 0.6 | $10M | 206k | 50.59 | |
| Globant S A (GLOB) | 0.6 | $10M | 115k | 87.88 | |
| Glu Mobile | 0.6 | $10M | 1.6M | 6.29 | |
| Acceleron Pharma | 0.6 | $9.9M | 110k | 89.87 | |
| Tristate Capital Hldgs | 0.6 | $9.8M | 1.0M | 9.67 | |
| Neurocrine Biosciences (NBIX) | 0.5 | $9.5M | 110k | 86.55 | |
| Schneider National Inc cl b (SNDR) | 0.5 | $9.5M | 490k | 19.34 | |
| National Storage Affiliates shs ben int (NSA) | 0.5 | $9.5M | 320k | 29.60 | |
| Karuna Therapeutics Ord | 0.5 | $9.1M | 127k | 72.00 | |
| Hannon Armstrong (HASI) | 0.5 | $8.8M | 429k | 20.41 | |
| Macrogenics (MGNX) | 0.5 | $8.7M | 1.5M | 5.82 | |
| Ciena Corporation (CIEN) | 0.5 | $8.7M | 217k | 39.81 | |
| Rapid7 (RPD) | 0.5 | $8.6M | 198k | 43.33 | |
| Emcor (EME) | 0.5 | $8.6M | 140k | 61.32 | |
| Agios Pharmaceuticals (AGIO) | 0.5 | $8.3M | 235k | 35.48 | |
| Digimarc Corporation (DMRC) | 0.5 | $8.2M | 628k | 13.05 | |
| Neophotonics Corp | 0.5 | $8.1M | 1.1M | 7.25 | |
| Amkor Technology (AMKR) | 0.4 | $7.7M | 993k | 7.79 | |
| Simulations Plus (SLP) | 0.4 | $7.6M | 218k | 34.92 | |
| Medallia | 0.4 | $7.5M | 375k | 20.04 | |
| 4068594 Enphase Energy (ENPH) | 0.4 | $6.2M | 193k | 32.29 | |
| Purple Innovatio (PRPL) | 0.4 | $6.2M | 1.1M | 5.68 | |
| Chart Industries (GTLS) | 0.3 | $6.1M | 211k | 28.98 | |
| Summit Matls Inc cl a (SUM) | 0.3 | $5.7M | 379k | 15.00 | |
| Tutor Perini Corporation (TPC) | 0.3 | $5.6M | 832k | 6.72 | |
| Zogenix | 0.3 | $5.2M | 210k | 24.73 | |
| Encore Wire Corporation (WIRE) | 0.3 | $5.1M | 121k | 41.99 | |
| Zumiez (ZUMZ) | 0.3 | $5.1M | 293k | 17.32 | |
| PAR Technology Corporation (PAR) | 0.2 | $2.9M | 227k | 12.86 | |
| Professional Holding | 0.1 | $2.4M | 150k | 15.95 | |
| Advanced Micro Devices (AMD) | 0.1 | $2.1M | 45k | 45.49 | |
| Eldorado Resorts | 0.1 | $1.7M | 120k | 14.40 | |
| Proofpoint | 0.0 | $817k | 8.0k | 102.65 | |
| Lovesac Company (LOVE) | 0.0 | $779k | 134k | 5.83 | |
| Martin Marietta Materials (MLM) | 0.0 | $759k | 4.0k | 189.32 | |
| Cadence Design Systems (CDNS) | 0.0 | $567k | 8.6k | 66.07 | |
| Vulcan Materials Company (VMC) | 0.0 | $563k | 5.2k | 108.06 | |
| Api Group Corp Ord | 0.0 | $385k | 55k | 7.00 | |
| Tractor Supply Company (TSCO) | 0.0 | $378k | 4.5k | 84.60 | |
| Akamai Technologies (AKAM) | 0.0 | $315k | 3.4k | 91.44 | |
| Comfort Systems USA (FIX) | 0.0 | $61k | 1.7k | 36.35 |
