13F HOLDINGS REPORT
Hood River Capital Management LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001214659-23-002198
Total Value
$2.75B
Positions
105
Other Managers
0
Confidential Omitted
No
Holdings (105)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CELSIUS HOLDINGS INC | CELH | 1,446,388 | $150.5M | 5.47% |
| 2 | MASTEC INC | MTZ | 1,180,249 | $100.7M | 3.66% |
| 3 | CALIX INC. | CALX | 1,453,397 | $99.5M | 3.61% |
| 4 | AXON ENTERPRISE INC | AXON | 562,159 | $93.3M | 3.39% |
| 5 | LANTHEUS HOLDINGS INC | LNTH | 1,570,799 | $80.0M | 2.91% |
| 6 | AXONICS INC | 05465P101 | 1,263,970 | $79.0M | 2.87% |
| 7 | EXLSERVICE HOLDINGS INC | EXLS | 450,186 | $76.3M | 2.77% |
| 8 | WNS HOLDINGS LTD ADR | 92932M101 | 719,120 | $57.5M | 2.09% |
| 9 | FTAI AVIATION LTD | FTAIN | 3,343,113 | $57.2M | 2.08% |
| 10 | SELECT MEDICAL HOLDINGS CORP | 81619Q105 | 2,296,743 | $57.0M | 2.07% |
| 11 | TFI INTERNATIONAL INC | 87241L109 | 547,987 | $54.9M | 2.00% |
| 12 | FABRINET | FN | 413,159 | $53.0M | 1.92% |
| 13 | COMFORT SYSTEMS USA INC | 199908104 | 447,439 | $51.5M | 1.87% |
| 14 | WESTERN ALLIANCE BANCORP | WAL-PA | 855,625 | $51.0M | 1.85% |
| 15 | OPTION CARE HEALTH INC | OPCH | 1,656,697 | $49.9M | 1.81% |
| 16 | KINSALE CAPITAL GROUP INC | 49714P108 | 186,179 | $48.7M | 1.77% |
| 17 | FIRSTCASH HOLDINGS INC | FCFS | 533,008 | $46.3M | 1.68% |
| 18 | CLEAN HARBORS INC | CLH | 403,327 | $46.0M | 1.67% |
| 19 | KARUNA THERAPEUTICS INC | 48576A100 | 232,659 | $45.7M | 1.66% |
| 20 | EAGLE MATERIALS INC | 26969P108 | 343,719 | $45.7M | 1.66% |
| 21 | FIVE9 INC | FIVN | 664,743 | $45.1M | 1.64% |
| 22 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 793,671 | $42.0M | 1.53% |
| 23 | RAMBUS INC | RMBS | 1,149,753 | $41.2M | 1.50% |
| 24 | CREDO TECHNOLOGY GROUP HOLDINGS | CRDO | 3,089,199 | $41.1M | 1.49% |
| 25 | VALMONT INDS INC | 920253101 | 122,051 | $40.4M | 1.47% |
| 26 | DOCGO INC | DCGO | 5,573,207 | $39.4M | 1.43% |
| 27 | KIRBY CORP | KEX | 588,085 | $37.8M | 1.37% |
| 28 | ADTRAN HOLDINGS INC | ADTN | 2,012,309 | $37.8M | 1.37% |
| 29 | AXSOME THERAPEUTICS INC | AXSM | 460,295 | $35.5M | 1.29% |
| 30 | PLANET FITNESS INC - CL A | PLNT | 441,733 | $34.8M | 1.26% |
| 31 | SCORPIO TANKERS INC | STNG | 639,414 | $34.4M | 1.25% |
| 32 | KRYSTAL BIOTECH INC | KRYS | 426,879 | $33.8M | 1.23% |
| 33 | PLUG POWER INC | PLUG | 2,712,780 | $33.6M | 1.22% |
| 34 | CAESARS ENTERTAINMENT INC | 12769G100 | 802,501 | $33.4M | 1.21% |
| 35 | OCEANFIRST FINANCIAL CORP | 675234108 | 1,547,098 | $32.9M | 1.19% |
| 36 | BOOT BARN HOLDINGS INC | BOOT | 515,039 | $32.2M | 1.17% |
| 37 | HARMONIC INC | HLIT | 2,344,681 | $30.7M | 1.12% |
| 38 | SITIME CORP | SITM | 298,551 | $30.3M | 1.10% |
| 39 | ANTERO RESOURCES CORP | AR | 949,703 | $29.4M | 1.07% |
| 40 | CEREVEL THERAPEUTICS HOLDING | 15678U128 | 923,638 | $29.1M | 1.06% |
| 41 | NORTHERN OIL AND GAS INC | NOG | 914,410 | $28.2M | 1.02% |
| 42 | AEHR TEST SYSTEMS | AEHR | 1,355,769 | $27.3M | 0.99% |
| 43 | PLAYA HOTELS & RESORTS NV | N70544106 | 4,165,816 | $27.2M | 0.99% |
| 44 | ALIGNMENT HEALTHCARE INC | ALHC | 2,176,787 | $25.6M | 0.93% |
| 45 | HANNON ARMSTRONG SUSTAINABLE | 41068X100 | 861,813 | $25.0M | 0.91% |
| 46 | DENISON MINES CORP | DNN | 21,588,493 | $24.8M | 0.90% |
| 47 | GOLDEN ENTERTAINMENT INC | NVGLF | 657,706 | $24.6M | 0.89% |
| 48 | NEUROCRINE BIOSCIENCES INC | NBIX | 199,688 | $23.9M | 0.87% |
| 49 | ENCORE WIRE CORP | ECR | 167,590 | $23.1M | 0.84% |
| 50 | EVOLENT HEALTH INC - A | EVH | 798,500 | $22.4M | 0.81% |
| 51 | CYTOKINETICS INC | CYTK | 475,473 | $21.8M | 0.79% |
| 52 | SURGERY PARTNERS INC | SGRY | 759,415 | $21.2M | 0.77% |
| 53 | ALTUS POWER INC | 02217A102 | 3,137,747 | $20.5M | 0.74% |
| 54 | VIAD CORP | 92552R406 | 735,047 | $17.9M | 0.65% |
| 55 | ALKERMES PLC | ALKS | 685,942 | $17.9M | 0.65% |
| 56 | I3 VERTICALS INC-CLASS A | IIIV | 665,850 | $16.2M | 0.59% |
| 57 | HARMONY BIOSCIENCES HOLDINGS | HRMY | 293,867 | $16.2M | 0.59% |
| 58 | HCI GROUP INC | HCIIP | 396,549 | $15.7M | 0.57% |
| 59 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 373,254 | $15.1M | 0.55% |
| 60 | SUMMIT MATERIALS INC -CL A | 86614U100 | 532,048 | $15.1M | 0.55% |
| 61 | CERUS CORP | CERS | 4,120,851 | $15.0M | 0.55% |
| 62 | INFINERA CORP | 45667G103 | 2,214,740 | $14.9M | 0.54% |
| 63 | ZOOMINFO TECHNOLOGIES INC-A | GTM | 485,885 | $14.6M | 0.53% |
| 64 | GRAND CANYON EDUCATION INC | LOPE | 136,311 | $14.4M | 0.52% |
| 65 | GREEN PLAINS INC | GPRE | 464,975 | $14.2M | 0.52% |
| 66 | BANCORP INC | TBBK | 481,383 | $13.7M | 0.50% |
| 67 | GXO LOGISTICS INC | GXO | 319,919 | $13.7M | 0.50% |
| 68 | BRP GROUP INC-A | 05589G102 | 538,307 | $13.5M | 0.49% |
| 69 | RXO INC | RXO | 777,132 | $13.4M | 0.49% |
| 70 | AXCELIS TECHNOLOGIES INC | ACLS | 168,365 | $13.4M | 0.49% |
| 71 | CLEARFIELD INC | CLFD | 140,034 | $13.2M | 0.48% |
| 72 | ONTO INNOVATION INC | ONTO | 190,675 | $13.0M | 0.47% |
| 73 | ASPEN AEROGELS INC | ASPN | 1,052,013 | $12.4M | 0.45% |
| 74 | FUNKO INC-CLASS A | FNKO | 982,210 | $10.7M | 0.39% |
| 75 | KEZAR LIFE SCIENCES INC | KZR | 1,392,476 | $9.8M | 0.36% |
| 76 | FTAI INFRASTRUCTURE LLC | FIP | 3,257,957 | $9.6M | 0.35% |
| 77 | NICE LTD - SPON ADR | NCSYF | 48,614 | $9.3M | 0.34% |
| 78 | BEAM THERAPEUTICS INC | BEAM | 231,397 | $9.0M | 0.33% |
| 79 | APPLIED DIGITAL CORP | APLD | 3,593,528 | $6.6M | 0.24% |
| 80 | VERVE THERAPEUTICS INC | 92539P101 | 335,415 | $6.5M | 0.24% |
| 81 | ADVANCED MICRO DEVICES INC | AMD | 55,023 | $3.6M | 0.13% |
| 82 | DIGIMARC CORP | DMRC | 166,043 | $3.1M | 0.11% |
| 83 | GFL ENVIRONMENTAL INC-SUB VT | GFL | 79,238 | $2.3M | 0.08% |
| 84 | CADENCE DESIGNS SYSTEMS | CDNS | 10,400 | $1.7M | 0.06% |
| 85 | COMMUNITY HEALTH SYSTEMS INC | 203668108 | 353,713 | $1.5M | 0.06% |
| 86 | DECKERS OUTDOOR CORP | DECK | 3,716 | $1.5M | 0.05% |
| 87 | INSPIRED ENTERTAINMENT INC | 45782N108 | 106,027 | $1.3M | 0.05% |
| 88 | FIRST WATCH RESTAURANT GROUP | FWRG | 80,397 | $1.1M | 0.04% |
| 89 | VULCAN MATLS CO | 929160109 | 6,005 | $1.1M | 0.04% |
| 90 | XPONENTIAL FITNESS INC-A | XPOF | 45,545 | $1.0M | 0.04% |
| 91 | DOCUSIGN INC | DOCU | 18,745 | $1.0M | 0.04% |
| 92 | ADT INC | ADT | 113,708 | $1.0M | 0.04% |
| 93 | PAYCOM SOFTWARE INC | PAYC | 2,906 | $901,761 | 0.03% |
| 94 | APA CORP | APA | 16,094 | $751,268 | 0.03% |
| 95 | REAL GOOD FOOD CO INC/THE | 75601G109 | 93,817 | $622,007 | 0.02% |
| 96 | QUALTRICS INTERNATIONAL-CL A | 747601201 | 41,083 | $426,442 | 0.02% |
| 97 | NXP SEMICONDUCTORS NV | NXPI | 502 | $79,331 | 0.00% |
| 98 | CVR PARTNERS LP | UAN | 422 | $42,445 | 0.00% |
| 99 | ESTABLISHMENT LABS HOLDINGS | ESTA | 522 | $34,269 | 0.00% |
| 100 | BANK OF N.T. BUTTERFIELD&SON | G0772R208 | 910 | $27,127 | 0.00% |
| 101 | CNH INDUSTRIAL NV | N20944109 | 1,448 | $23,255 | 0.00% |
| 102 | RENEW ENERGY GLOBAL PLC-A | RNWWW | 4,054 | $22,297 | 0.00% |
| 103 | NEXGEN ENERGY LTD | NXE | 4,499 | $19,931 | 0.00% |
| 104 | GREEN THUMB INDUSTRIES INC | GTBIF | 700 | $6,187 | 0.00% |
| 105 | EXSCIENTIA PLC | 30223G102 | 1,004 | $5,351 | 0.00% |