13F HOLDINGS REPORT
Hood River Capital Management LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001214659-23-014927
Total Value
$3.11B
Positions
124
Other Managers
0
Confidential Omitted
No
Holdings (124)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FTAI AVIATION LTD | FTAIN | 3,571,730 | $127.0M | 4.08% |
| 2 | RAMBUS INC | RMBS | 1,740,030 | $97.1M | 3.12% |
| 3 | LANTHEUS HOLDINGS INC | LNTH | 1,195,597 | $83.1M | 2.67% |
| 4 | CELSIUS HOLDINGS INC | CELH | 481,093 | $82.6M | 2.65% |
| 5 | COMFORT SYSTEMS USA INC | 199908104 | 482,397 | $82.2M | 2.64% |
| 6 | ONTO INNOVATION INC | ONTO | 618,114 | $78.8M | 2.53% |
| 7 | FIRSTCASH HOLDINGS INC | FCFS | 758,589 | $76.1M | 2.44% |
| 8 | AXONICS INC | 05465P101 | 1,353,100 | $75.9M | 2.44% |
| 9 | CLEAN HARBORS INC | CLH | 434,446 | $72.7M | 2.33% |
| 10 | VERTIV HOLDINGS LLC | VRT | 1,880,984 | $70.0M | 2.25% |
| 11 | KINSALE CAPITAL GROUP INC | 49714P108 | 154,397 | $63.9M | 2.05% |
| 12 | KIRBY CORP | KEX | 721,443 | $59.7M | 1.92% |
| 13 | AXCELIS TECHNOLOGIES INC | ACLS | 346,501 | $56.5M | 1.81% |
| 14 | SELECT MEDICAL HOLDINGS CORP | 81619Q105 | 2,170,285 | $54.8M | 1.76% |
| 15 | KRYSTAL BIOTECH INC | KRYS | 460,489 | $53.4M | 1.71% |
| 16 | EVOLENT HEALTH INC - A | EVH | 1,907,612 | $51.9M | 1.67% |
| 17 | DRAFTKINGS INC - CL A | DKNG | 1,656,533 | $48.8M | 1.57% |
| 18 | IMMUNOGEN INC | 45253H101 | 3,044,485 | $48.3M | 1.55% |
| 19 | GXO LOGISTICS INC | GXO | 820,887 | $48.1M | 1.55% |
| 20 | XPO INC | XPO | 642,309 | $48.0M | 1.54% |
| 21 | FABRINET | FN | 285,149 | $47.5M | 1.53% |
| 22 | APPLIED DIGITAL CORP | APLD | 7,589,567 | $47.4M | 1.52% |
| 23 | SITIME CORP | SITM | 404,899 | $46.3M | 1.49% |
| 24 | FORMFACTOR INC | FORM | 1,312,587 | $45.9M | 1.47% |
| 25 | WESTERN ALLIANCE BANCORP | WAL-PA | 953,249 | $43.8M | 1.41% |
| 26 | CAESARS ENTERTAINMENT INC | 12769G100 | 935,009 | $43.3M | 1.39% |
| 27 | RAPID7 INC | RPD | 901,557 | $41.3M | 1.33% |
| 28 | DENISON MINES CORP | DNN | 24,529,813 | $40.5M | 1.30% |
| 29 | EAGLE MATERIALS INC | 26969P108 | 242,702 | $40.4M | 1.30% |
| 30 | AXON ENTERPRISE INC | AXON | 198,773 | $39.6M | 1.27% |
| 31 | NORTHERN OIL AND GAS INC | NOG | 927,924 | $37.3M | 1.20% |
| 32 | ATRICURE INC | ATRC | 847,342 | $37.1M | 1.19% |
| 33 | MASTEC INC | MTZ | 490,888 | $35.3M | 1.13% |
| 34 | OSI SYSTEMS INC | OSIS | 293,915 | $34.7M | 1.11% |
| 35 | DOCGO INC | DCGO | 6,277,004 | $33.5M | 1.07% |
| 36 | GLOBANT SA | GLOB | 168,754 | $33.4M | 1.07% |
| 37 | KNIFE RIVER CORP | KNF | 668,566 | $32.6M | 1.05% |
| 38 | HANNON ARMSTRONG SUSTAINABLE | 41068X100 | 1,530,756 | $32.5M | 1.04% |
| 39 | NICE LTD - SPON ADR | NCSYF | 190,498 | $32.4M | 1.04% |
| 40 | HCI GROUP INC | HCIIP | 593,808 | $32.2M | 1.03% |
| 41 | MODINE MANUFACTURING CO | 607828100 | 688,587 | $31.5M | 1.01% |
| 42 | GREEN PLAINS INC | GPRE | 1,000,754 | $30.1M | 0.97% |
| 43 | OPTION CARE HEALTH INC | OPCH | 923,954 | $29.9M | 0.96% |
| 44 | ENOVIX CORP | ENVX | 2,349,780 | $29.5M | 0.95% |
| 45 | WNS HOLDINGS LTD ADR | 92932M101 | 418,488 | $28.6M | 0.92% |
| 46 | GRAND CANYON EDUCATION INC | LOPE | 242,117 | $28.3M | 0.91% |
| 47 | RADNET INC | RDNT | 979,482 | $27.6M | 0.89% |
| 48 | INSPIRE MEDICAL SYSTEMS INC | 457730109 | 139,113 | $27.6M | 0.89% |
| 49 | TFI INTERNATIONAL INC | 87241L109 | 211,092 | $27.1M | 0.87% |
| 50 | COGENT COMMUNICATIONS HOLDINGS INC | CCOI | 437,515 | $27.1M | 0.87% |
| 51 | AXSOME THERAPEUTICS INC | AXSM | 383,276 | $26.8M | 0.86% |
| 52 | INDIE SEMICONDUCTOR INC-A | INDI | 3,914,939 | $24.7M | 0.79% |
| 53 | BRP GROUP INC-A | 05589G102 | 1,046,426 | $24.3M | 0.78% |
| 54 | CONMED CORP | CNMD | 236,127 | $23.8M | 0.76% |
| 55 | NEUROCRINE BIOSCIENCES INC | NBIX | 211,297 | $23.8M | 0.76% |
| 56 | LOVESAC CO/THE | LOVE | 1,148,112 | $22.9M | 0.73% |
| 57 | ON HOLDING AG-CLASS A | H5919C104 | 750,763 | $20.9M | 0.67% |
| 58 | CONSTRUCTION PARTNERS INC-A | ROAD | 564,281 | $20.6M | 0.66% |
| 59 | COUCHBASE INC | 22207T101 | 1,145,981 | $19.7M | 0.63% |
| 60 | B. RILEY FINANCIAL INC | 05580M108 | 471,202 | $19.3M | 0.62% |
| 61 | KULICKE & SOFFA INDUSTRIES | 501242101 | 397,137 | $19.3M | 0.62% |
| 62 | CYBERARK SOFTWARE LTD/ISRAEL | M2682V108 | 115,016 | $18.8M | 0.60% |
| 63 | KARUNA THERAPEUTICS INC | 48576A100 | 110,556 | $18.7M | 0.60% |
| 64 | GENIUS SPORTS LTD | GENI | 3,456,744 | $18.4M | 0.59% |
| 65 | ACADIA PHARMEUTICALS INC | ACAD | 877,827 | $18.3M | 0.59% |
| 66 | ARHAUS INC | ARHS | 1,824,634 | $17.0M | 0.54% |
| 67 | RXO INC | RXO | 855,627 | $16.9M | 0.54% |
| 68 | APPLIED OPTOELECTRONICS INC | AAOI | 1,520,393 | $16.7M | 0.54% |
| 69 | I3 VERTICALS INC-CLASS A | IIIV | 766,196 | $16.2M | 0.52% |
| 70 | DUCOMMUN INC DEL | DCO | 357,935 | $15.6M | 0.50% |
| 71 | INFINERA CORP | 45667G103 | 3,725,030 | $15.6M | 0.50% |
| 72 | CAMTEK LTD | CAMT | 242,761 | $15.1M | 0.49% |
| 73 | CYTOKINETICS INC | CYTK | 502,526 | $14.8M | 0.48% |
| 74 | INTAPP INC | INTA | 435,717 | $14.6M | 0.47% |
| 75 | DREAM FINDERS HOMES INC - A | DFH | 646,090 | $14.4M | 0.46% |
| 76 | VEECO INSTRUMENTS INC | 922417100 | 507,816 | $14.3M | 0.46% |
| 77 | BLUEPRINT MEDICINES CORP | 09627Y109 | 273,913 | $13.8M | 0.44% |
| 78 | ALIGNMENT HEALTHCARE INC | ALHC | 1,900,415 | $13.2M | 0.42% |
| 79 | HARMONIC INC | HLIT | 1,220,865 | $11.8M | 0.38% |
| 80 | TRANSCAT INC | TRNS | 120,000 | $11.8M | 0.38% |
| 81 | KRATOS DEFENSE & SECURITY | 50077B207 | 738,370 | $11.1M | 0.36% |
| 82 | FTAI INFRASTRUCTURE LLC | FIP | 3,316,345 | $10.7M | 0.34% |
| 83 | HARMONY BIOSCIENCES HOLDINGS | HRMY | 318,544 | $10.4M | 0.34% |
| 84 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 1,992,335 | $9.1M | 0.29% |
| 85 | BIOLIFE SOLUTIONS INC | BLFS | 598,377 | $8.3M | 0.27% |
| 86 | DIGITALOCEAN HOLDINGS INC | DOCN | 330,006 | $7.9M | 0.25% |
| 87 | LILIUM NV | LILMF | 10,980,889 | $7.8M | 0.25% |
| 88 | CYMABAY THERAPEUTICS INC | 23257D103 | 512,411 | $7.6M | 0.25% |
| 89 | SKYWARD SPECIALTY INSURANCE | 830940102 | 231,112 | $6.3M | 0.20% |
| 90 | COHU INC | COHU | 145,991 | $5.0M | 0.16% |
| 91 | GFL ENVIRONMENTAL INC-SUB VT | GFL | 141,180 | $4.5M | 0.14% |
| 92 | CADENCE DESIGNS SYSTEMS | CDNS | 18,398 | $4.3M | 0.14% |
| 93 | AEHR TEST SYSTEMS | AEHR | 69,326 | $3.2M | 0.10% |
| 94 | CAMECO CORP | CCJ | 75,572 | $3.0M | 0.10% |
| 95 | INSPIRED ENTERTAINMENT INC | 45782N108 | 239,224 | $2.9M | 0.09% |
| 96 | PURPLE INNOVATION INC | PRPL | 1,387,914 | $2.4M | 0.08% |
| 97 | VULCAN MATLS CO | 929160109 | 10,892 | $2.2M | 0.07% |
| 98 | LANDSEA HOMES CORP | 51509P103 | 241,301 | $2.2M | 0.07% |
| 99 | PAYLOCITY HOLDING CORP | PCTY | 11,868 | $2.2M | 0.07% |
| 100 | RAYZEBIO INC | 75525N107 | 84,111 | $1.9M | 0.06% |
| 101 | SKYWORKS SOLUTIONS INC | SWKS | 17,061 | $1.7M | 0.05% |
| 102 | FORTINET INC | FTNT | 27,822 | $1.6M | 0.05% |
| 103 | ANTERO RESOURCES CORP | AR | 59,144 | $1.5M | 0.05% |
| 104 | MDXHEALTH SA-ADR | MDXH | 497,018 | $1.4M | 0.04% |
| 105 | PROCORE TECHNOLOGIES INC | PCOR | 20,548 | $1.3M | 0.04% |
| 106 | HIPPO HOLDINGS INC | HIPOW | 165,751 | $1.3M | 0.04% |
| 107 | XPONENTIAL FITNESS INC-A | XPOF | 76,722 | $1.2M | 0.04% |
| 108 | DATADOG INC - CLASS A | DDOG | 12,004 | $1.1M | 0.04% |
| 109 | PURE STORAGE INC - CLASS A | 74624M102 | 29,932 | $1.1M | 0.03% |
| 110 | GAMBLING.COM GROUP LTD | GAMB | 78,032 | $1.0M | 0.03% |
| 111 | LIFE TIME GROUP HOLDINGS INC | LTH | 60,924 | $926,654 | 0.03% |
| 112 | PAYFARE INC | 70437C109 | 210,000 | $861,000 | 0.03% |
| 113 | REAL GOOD FOOD CO INC/THE | 75601G109 | 220,527 | $738,765 | 0.02% |
| 114 | GEN RESTAURANT GROUP INC | 36870C104 | 59,782 | $695,862 | 0.02% |
| 115 | ESTABLISHMENT LABS HOLDINGS | ESTA | 1,500 | $73,605 | 0.00% |
| 116 | ACM RESEARCH INC-CLASS A | 00108J109 | 3,388 | $61,340 | 0.00% |
| 117 | ALTISOURCE PORTFOLIO SOL | L0175J104 | 14,100 | $56,259 | 0.00% |
| 118 | AUGMEDIX INC | 05105P107 | 10,200 | $52,530 | 0.00% |
| 119 | NEXGEN ENERGY LTD | NXE | 8,300 | $49,551 | 0.00% |
| 120 | ODDITY TECH LTD-CL A | ODD | 1,600 | $45,360 | 0.00% |
| 121 | OPERA LTD-ADR | OPRA | 3,180 | $35,839 | 0.00% |
| 122 | CNH INDUSTRIAL NV | N20944109 | 2,700 | $32,670 | 0.00% |
| 123 | KS GLOBAL CARBON STRATGY ETF | 500767678 | 550 | $19,872 | 0.00% |
| 124 | EXSCIENTIA PLC | 30223G102 | 2,000 | $9,040 | 0.00% |