13F HOLDINGS REPORT
Hood River Capital Management LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001214659-23-007016
Total Value
$3.09B
Positions
114
Other Managers
0
Confidential Omitted
No
Holdings (114)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LANTHEUS HOLDINGS INC | LNTH | 1,633,626 | $134.9M | 4.37% |
| 2 | MASTEC INC | MTZ | 1,227,943 | $116.0M | 3.76% |
| 3 | AXON ENTERPRISE INC | AXON | 467,561 | $105.1M | 3.40% |
| 4 | FTAI AVIATION LTD | FTAIN | 3,512,690 | $98.2M | 3.18% |
| 5 | EXLSERVICE HOLDINGS INC | EXLS | 468,453 | $75.8M | 2.45% |
| 6 | WNS HOLDINGS LTD ADR | 92932M101 | 792,111 | $73.8M | 2.39% |
| 7 | AXONICS INC | 05465P101 | 1,309,574 | $71.5M | 2.31% |
| 8 | CALIX INC. | CALX | 1,314,374 | $70.4M | 2.28% |
| 9 | SELECT MEDICAL HOLDINGS CORP | 81619Q105 | 2,693,137 | $69.6M | 2.25% |
| 10 | TFI INTERNATIONAL INC | 87241L109 | 571,958 | $68.2M | 2.21% |
| 11 | COMFORT SYSTEMS USA INC | 199908104 | 466,389 | $68.1M | 2.20% |
| 12 | RAMBUS INC | RMBS | 1,198,294 | $61.4M | 1.99% |
| 13 | CLEAN HARBORS INC | CLH | 420,263 | $59.9M | 1.94% |
| 14 | OPTION CARE HEALTH INC | OPCH | 1,725,419 | $54.8M | 1.78% |
| 15 | AXCELIS TECHNOLOGIES INC | ACLS | 404,848 | $53.9M | 1.75% |
| 16 | FIVE9 INC | FIVN | 733,966 | $53.1M | 1.72% |
| 17 | FIRSTCASH HOLDINGS INC | FCFS | 555,758 | $53.0M | 1.72% |
| 18 | SITIME CORP | SITM | 371,469 | $52.8M | 1.71% |
| 19 | EAGLE MATERIALS INC | 26969P108 | 358,597 | $52.6M | 1.70% |
| 20 | HARMONIC INC | HLIT | 3,589,989 | $52.4M | 1.70% |
| 21 | CELSIUS HOLDINGS INC | CELH | 557,927 | $51.9M | 1.68% |
| 22 | KIRBY CORP | KEX | 700,255 | $48.8M | 1.58% |
| 23 | KINSALE CAPITAL GROUP INC | 49714P108 | 161,299 | $48.4M | 1.57% |
| 24 | DOCGO INC | DCGO | 5,565,088 | $48.1M | 1.56% |
| 25 | AEHR TEST SYSTEMS | AEHR | 1,543,106 | $47.9M | 1.55% |
| 26 | BOOT BARN HOLDINGS INC | BOOT | 613,670 | $47.0M | 1.52% |
| 27 | BOWLERO CORP | LUCK | 2,732,960 | $46.3M | 1.50% |
| 28 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 828,887 | $44.9M | 1.45% |
| 29 | CAESARS ENTERTAINMENT INC | 12769G100 | 912,940 | $44.6M | 1.44% |
| 30 | PLANET FITNESS INC - CL A | PLNT | 551,156 | $42.8M | 1.39% |
| 31 | ROGERS CORP | ROG | 253,713 | $41.5M | 1.34% |
| 32 | PLAYA HOTELS & RESORTS NV | N70544106 | 4,310,927 | $41.4M | 1.34% |
| 33 | VALMONT INDS INC | 920253101 | 127,265 | $40.6M | 1.32% |
| 34 | NICE LTD - SPON ADR | NCSYF | 170,739 | $39.1M | 1.27% |
| 35 | GXO LOGISTICS INC | GXO | 770,807 | $38.9M | 1.26% |
| 36 | KARUNA THERAPEUTICS INC | 48576A100 | 212,309 | $38.6M | 1.25% |
| 37 | RXO INC | RXO | 1,916,453 | $37.6M | 1.22% |
| 38 | KRYSTAL BIOTECH INC | KRYS | 447,393 | $35.8M | 1.16% |
| 39 | ONTO INNOVATION INC | ONTO | 383,331 | $33.7M | 1.09% |
| 40 | ENCORE WIRE CORP | ECR | 174,829 | $32.4M | 1.05% |
| 41 | DRAFTKINGS INC - CL A | DKNG | 1,627,589 | $31.5M | 1.02% |
| 42 | COGENT COMMUNICATIONS HOLDINGS INC | CCOI | 488,062 | $31.1M | 1.01% |
| 43 | LOVESAC CO/THE | LOVE | 1,044,929 | $30.2M | 0.98% |
| 44 | INDIE SEMICONDUCTOR INC-A | INDI | 2,830,580 | $29.9M | 0.97% |
| 45 | HANNON ARMSTRONG SUSTAINABLE | 41068X100 | 1,042,961 | $29.8M | 0.97% |
| 46 | HCI GROUP INC | HCIIP | 532,607 | $28.5M | 0.92% |
| 47 | SURGERY PARTNERS INC | SGRY | 791,324 | $27.3M | 0.88% |
| 48 | EVOLENT HEALTH INC - A | EVH | 833,801 | $27.1M | 0.88% |
| 49 | GRAND CANYON EDUCATION INC | LOPE | 235,235 | $26.8M | 0.87% |
| 50 | DENISON MINES CORP | DNN | 23,920,381 | $26.1M | 0.84% |
| 51 | AXSOME THERAPEUTICS INC | AXSM | 380,822 | $23.5M | 0.76% |
| 52 | ZOOMINFO TECHNOLOGIES INC-A | GTM | 930,769 | $23.0M | 0.74% |
| 53 | GOLDEN ENTERTAINMENT INC | NVGLF | 520,856 | $22.7M | 0.73% |
| 54 | FUNKO INC-CLASS A | FNKO | 2,272,662 | $21.4M | 0.69% |
| 55 | SUMMIT MATERIALS INC -CL A | 86614U100 | 736,193 | $21.0M | 0.68% |
| 56 | NEUROCRINE BIOSCIENCES INC | NBIX | 206,044 | $20.9M | 0.68% |
| 57 | ALKERMES PLC | ALKS | 731,630 | $20.6M | 0.67% |
| 58 | BRP GROUP INC-A | 05589G102 | 777,189 | $19.8M | 0.64% |
| 59 | ADTRAN HOLDINGS INC | ADTN | 1,229,598 | $19.5M | 0.63% |
| 60 | I3 VERTICALS INC-CLASS A | IIIV | 759,914 | $18.6M | 0.60% |
| 61 | ALTUS POWER INC | 02217A102 | 3,216,748 | $17.6M | 0.57% |
| 62 | CYTOKINETICS INC | CYTK | 486,272 | $17.1M | 0.55% |
| 63 | DIGITALOCEAN HOLDINGS INC | DOCN | 431,226 | $16.9M | 0.55% |
| 64 | SIGNET JEWELERS LTD | SIG | 207,558 | $16.1M | 0.52% |
| 65 | ALIGNMENT HEALTHCARE INC | ALHC | 2,478,273 | $15.8M | 0.51% |
| 66 | INTER PARFUMS INC | INTR | 107,028 | $15.2M | 0.49% |
| 67 | COHU INC | COHU | 388,478 | $14.9M | 0.48% |
| 68 | VIRIDIAN THERAPEUTICS INC | VRDN | 566,498 | $14.4M | 0.47% |
| 69 | CEREVEL THERAPEUTICS HOLDING | 15678U128 | 572,876 | $14.0M | 0.45% |
| 70 | CERUS CORP | CERS | 3,866,849 | $11.5M | 0.37% |
| 71 | BLACKLINE INC | BL | 171,030 | $11.5M | 0.37% |
| 72 | TG THERAPEUTICS INC | TGTX | 739,112 | $11.1M | 0.36% |
| 73 | APPLIED DIGITAL CORP | APLD | 4,671,783 | $10.5M | 0.34% |
| 74 | TERRAN ORBITAL CORP | 88105P103 | 5,684,536 | $10.5M | 0.34% |
| 75 | HARMONY BIOSCIENCES HOLDINGS | HRMY | 313,722 | $10.2M | 0.33% |
| 76 | FTAI INFRASTRUCTURE LLC | FIP | 3,120,701 | $9.4M | 0.30% |
| 77 | NORTHERN OIL AND GAS INC | NOG | 254,933 | $7.7M | 0.25% |
| 78 | BEAM THERAPEUTICS INC | BEAM | 237,607 | $7.3M | 0.24% |
| 79 | PURPLE INNOVATION INC | PRPL | 2,092,405 | $5.5M | 0.18% |
| 80 | VERVE THERAPEUTICS INC | 92539P101 | 344,776 | $5.0M | 0.16% |
| 81 | GFL ENVIRONMENTAL INC-SUB VT | GFL | 134,303 | $4.6M | 0.15% |
| 82 | COMMUNITY HEALTH SYSTEMS INC | 203668108 | 926,259 | $4.5M | 0.15% |
| 83 | KEZAR LIFE SCIENCES INC | KZR | 1,430,654 | $4.5M | 0.15% |
| 84 | CADENCE DESIGNS SYSTEMS | CDNS | 17,923 | $3.8M | 0.12% |
| 85 | XPONENTIAL FITNESS INC-A | XPOF | 112,750 | $3.4M | 0.11% |
| 86 | DECKERS OUTDOOR CORP | DECK | 6,407 | $2.9M | 0.09% |
| 87 | AKOUSTIS TECHNOLOGIES INC | 00973N102 | 821,265 | $2.5M | 0.08% |
| 88 | INSPIRED ENTERTAINMENT INC | 45782N108 | 180,837 | $2.3M | 0.07% |
| 89 | ADVANCED MICRO DEVICES INC | AMD | 23,004 | $2.3M | 0.07% |
| 90 | SKYWARD SPECIALTY INSURANCE | 830940102 | 99,772 | $2.2M | 0.07% |
| 91 | SKYWORKS SOLUTIONS INC | SWKS | 16,455 | $1.9M | 0.06% |
| 92 | MONOLITHIC POWER SYSTEMS INC | 609839105 | 3,849 | $1.9M | 0.06% |
| 93 | MDXHEALTH SA-ADR | MDXH | 578,025 | $1.9M | 0.06% |
| 94 | CAMECO CORP | CCJ | 71,186 | $1.9M | 0.06% |
| 95 | VULCAN MATLS CO | 929160109 | 10,319 | $1.8M | 0.06% |
| 96 | FIRST WATCH RESTAURANT GROUP | FWRG | 105,900 | $1.7M | 0.06% |
| 97 | PAYCOM SOFTWARE INC | PAYC | 4,993 | $1.5M | 0.05% |
| 98 | ADT INC | ADT | 195,398 | $1.4M | 0.05% |
| 99 | DOCUSIGN INC | DOCU | 18,285 | $1.1M | 0.03% |
| 100 | APA CORP | APA | 27,657 | $997,000 | 0.03% |
| 101 | LIFE TIME GROUP HOLDINGS INC | LTH | 57,568 | $919,000 | 0.03% |
| 102 | REAL GOOD FOOD CO INC/THE | 75601G109 | 161,220 | $680,000 | 0.02% |
| 103 | NXP SEMICONDUCTORS NV | NXPI | 324 | $60,000 | 0.00% |
| 104 | SPROTT PHYSICAL URANIUM TRUS | SII | 3,235 | $38,000 | 0.00% |
| 105 | CVR PARTNERS LP | UAN | 422 | $38,000 | 0.00% |
| 106 | ESTABLISHMENT LABS HOLDINGS | ESTA | 522 | $35,000 | 0.00% |
| 107 | BANK OF N.T. BUTTERFIELD&SON | G0772R208 | 910 | $25,000 | 0.00% |
| 108 | STMICROELECTRONICS N V | STMEF | 435 | $23,000 | 0.00% |
| 109 | CNH INDUSTRIAL NV | N20944109 | 1,448 | $22,000 | 0.00% |
| 110 | RANGE RES CORP | RRC | 791 | $21,000 | 0.00% |
| 111 | NEXGEN ENERGY LTD | NXE | 4,499 | $17,000 | 0.00% |
| 112 | KS GLOBAL CARBON STRATGY ETF | 500767678 | 293 | $12,000 | 0.00% |
| 113 | RENEW ENERGY GLOBAL PLC-A | RNWWW | 2,169 | $12,000 | 0.00% |
| 114 | EXSCIENTIA PLC | 30223G102 | 1,004 | $5,000 | 0.00% |