13F HOLDINGS REPORT
Hood River Capital Management LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001214659-24-014414
Total Value
$4.83B
Positions
144
Other Managers
0
Confidential Omitted
No
Holdings (144)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FTAI AVIATION LTD | FTAIN | 3,057,732 | $315.6M | 6.54% |
| 2 | MASTEC INC | MTZ | 1,194,250 | $127.8M | 2.65% |
| 3 | RAMBUS INC | RMBS | 2,165,548 | $127.2M | 2.64% |
| 4 | COMFORT SYSTEMS USA INC | 199908104 | 355,897 | $108.2M | 2.24% |
| 5 | FORMFACTOR INC | FORM | 1,784,553 | $108.0M | 2.24% |
| 6 | CLEAN HARBORS INC | CLH | 475,285 | $107.5M | 2.23% |
| 7 | COHERENT INC | COHR | 1,435,534 | $104.0M | 2.16% |
| 8 | KIRBY CORP | KEX | 812,283 | $97.3M | 2.02% |
| 9 | KRYSTAL BIOTECH INC | KRYS | 521,093 | $95.7M | 1.98% |
| 10 | ACI WORLDWIDE INC | ACIW | 2,400,340 | $95.0M | 1.97% |
| 11 | INSMED INC | INSM | 1,315,392 | $88.1M | 1.83% |
| 12 | LANTHEUS HOLDINGS INC | LNTH | 1,070,980 | $86.0M | 1.78% |
| 13 | ONTO INNOVATION INC | ONTO | 382,630 | $84.0M | 1.74% |
| 14 | MACOM TECHNOLOGY SOLUTIONS H | 55405Y100 | 704,834 | $78.6M | 1.63% |
| 15 | Q2 HOLDINGS INC | QTWO | 1,261,924 | $76.1M | 1.58% |
| 16 | CAMTEK LTD | CAMT | 585,239 | $73.3M | 1.52% |
| 17 | VARONIS SYSTEMS INC | VRNS | 1,497,888 | $71.9M | 1.49% |
| 18 | HCI GROUP INC | HCIIP | 767,544 | $70.7M | 1.47% |
| 19 | RADNET INC | RDNT | 1,125,712 | $66.3M | 1.37% |
| 20 | AXON ENTERPRISE INC | AXON | 224,850 | $66.2M | 1.37% |
| 21 | VERTIV HOLDINGS LLC | VRT | 757,391 | $65.6M | 1.36% |
| 22 | FIRSTCASH HOLDINGS INC | FCFS | 613,844 | $64.4M | 1.33% |
| 23 | XPO INC | XPO | 584,200 | $62.0M | 1.28% |
| 24 | CYBERARK SOFTWARE LTD/ISRAEL | M2682V108 | 223,584 | $61.1M | 1.27% |
| 25 | CAVA GROUP INC | CAVA | 656,870 | $60.9M | 1.26% |
| 26 | EAGLE MATERIALS INC | 26969P108 | 267,371 | $58.1M | 1.20% |
| 27 | APPLIED DIGITAL CORP | APLD | 9,596,231 | $57.1M | 1.18% |
| 28 | BLUEPRINT MEDICINES CORP | 09627Y109 | 502,820 | $54.2M | 1.12% |
| 29 | KRATOS DEFENSE & SECURITY | 50077B207 | 2,696,640 | $54.0M | 1.12% |
| 30 | SHARKNINJA INC | SN | 713,146 | $53.6M | 1.11% |
| 31 | KNIFE RIVER CORP | KNF | 761,001 | $53.4M | 1.11% |
| 32 | DENISON MINES CORP | DNN | 25,263,766 | $50.3M | 1.04% |
| 33 | SWEETGREEN INC - CLASS A | SG | 1,643,028 | $49.5M | 1.03% |
| 34 | COGENT COMMUNICATIONS HOLDINGS INC | CCOI | 874,174 | $49.3M | 1.02% |
| 35 | AMER SPORTS INC | AS | 3,896,784 | $49.0M | 1.01% |
| 36 | OPTION CARE HEALTH INC | OPCH | 1,729,029 | $47.9M | 0.99% |
| 37 | FLUOR CORP | FLR | 1,092,064 | $47.6M | 0.99% |
| 38 | AXSOME THERAPEUTICS INC | AXSM | 549,066 | $44.2M | 0.92% |
| 39 | OSI SYSTEMS INC | OSIS | 316,788 | $43.6M | 0.90% |
| 40 | CLEARWATER ANALYTICS HDS-A | CWAN | 2,336,913 | $43.3M | 0.90% |
| 41 | API GROUP CORP | APG | 1,141,485 | $43.0M | 0.89% |
| 42 | RXO INC | RXO | 1,635,582 | $42.8M | 0.89% |
| 43 | CAESARS ENTERTAINMENT INC | 12769G100 | 1,075,824 | $42.8M | 0.89% |
| 44 | ICHOR HOLDINGS LTD | ICHR | 1,108,227 | $42.7M | 0.89% |
| 45 | ASPEN AEROGELS INC | ASPN | 1,752,519 | $41.8M | 0.87% |
| 46 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 1,735,014 | $40.6M | 0.84% |
| 47 | ATRICURE INC | ATRC | 1,775,243 | $40.4M | 0.84% |
| 48 | CYTOKINETICS INC | CYTK | 737,637 | $40.0M | 0.83% |
| 49 | VIKING THERAPEUTICS INC | VKTX | 714,578 | $37.9M | 0.78% |
| 50 | GLOBAL-E ONLINE LTD | GLBE | 997,560 | $36.2M | 0.75% |
| 51 | NORTHERN OIL AND GAS INC | NOG | 955,579 | $35.5M | 0.74% |
| 52 | REVOLUTION MEDICINES INC | RVMDW | 914,003 | $35.5M | 0.74% |
| 53 | WESTERN ALLIANCE BANCORP | WAL-PA | 555,941 | $34.9M | 0.72% |
| 54 | LIFE TIME GROUP HOLDINGS INC | LTH | 1,811,841 | $34.1M | 0.71% |
| 55 | NEUROCRINE BIOSCIENCES INC | NBIX | 243,897 | $33.6M | 0.70% |
| 56 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 487,518 | $33.4M | 0.69% |
| 57 | TFI INTERNATIONAL INC | 87241L109 | 215,016 | $31.2M | 0.65% |
| 58 | EVOLENT HEALTH INC - A | EVH | 1,617,452 | $30.9M | 0.64% |
| 59 | COUCHBASE INC | 22207T101 | 1,629,893 | $29.8M | 0.62% |
| 60 | HA SUSTAINABLE INFRASTRUCTURE | 41068X100 | 988,135 | $29.2M | 0.61% |
| 61 | GRANITE CONSTRUCTION INC | GVA | 470,282 | $29.1M | 0.60% |
| 62 | INFINERA CORP | 45667G103 | 4,753,842 | $29.0M | 0.60% |
| 63 | DIGITALOCEAN HOLDINGS INC | DOCN | 823,656 | $28.6M | 0.59% |
| 64 | TG THERAPEUTICS INC | TGTX | 1,572,929 | $28.0M | 0.58% |
| 65 | DUOLINGO | DUOL | 129,003 | $26.9M | 0.56% |
| 66 | SPX TECHNOLOGIES INC | SPXC | 187,537 | $26.7M | 0.55% |
| 67 | CUSTOMERS BANCO | CUBB | 549,063 | $26.3M | 0.55% |
| 68 | CONSTRUCTION PARTNERS INC-A | ROAD | 476,021 | $26.3M | 0.54% |
| 69 | I3 VERTICALS INC-CLASS A | IIIV | 1,190,184 | $26.3M | 0.54% |
| 70 | FTAI INFRASTRUCTURE LLC | FIP | 2,957,163 | $25.5M | 0.53% |
| 71 | MDU RESOURCES GROUP INC | 552690109 | 970,983 | $24.4M | 0.51% |
| 72 | ALIGNMENT HEALTHCARE INC | ALHC | 3,106,690 | $24.3M | 0.50% |
| 73 | MAXLINEAR INC | MXL | 1,200,811 | $24.2M | 0.50% |
| 74 | FLOWSERVE CORP | FLS | 497,120 | $23.9M | 0.50% |
| 75 | OLLIE'S BARGAIN OUTLET HLDG INC | 681116109 | 240,954 | $23.7M | 0.49% |
| 76 | TRANSCAT INC | TRNS | 196,838 | $23.6M | 0.49% |
| 77 | ODDITY TECH LTD-CL A | ODD | 595,959 | $23.4M | 0.48% |
| 78 | ITRON INC | ITRI | 228,492 | $22.6M | 0.47% |
| 79 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 2,732,427 | $21.9M | 0.45% |
| 80 | INDIE SEMICONDUCTOR INC-A | INDI | 3,454,324 | $21.3M | 0.44% |
| 81 | SILICON MOTION TECHNOL-ADR | SIMO | 261,857 | $21.2M | 0.44% |
| 82 | TERAWULF INC | WULF | 4,613,919 | $20.5M | 0.43% |
| 83 | HAEMONETICS CORP | HAE | 245,090 | $20.3M | 0.42% |
| 84 | TRANSMEDICS GROUP INC | TMDX | 125,174 | $18.9M | 0.39% |
| 85 | CRINETICS PHARMACEUTICALS IN | CRNX | 410,342 | $18.4M | 0.38% |
| 86 | ULTRA CLEAN HOLDINGS INC | UCTT | 366,266 | $17.9M | 0.37% |
| 87 | LOVESAC CO/THE | LOVE | 774,015 | $17.5M | 0.36% |
| 88 | ARHAUS INC | ARHS | 1,022,489 | $17.3M | 0.36% |
| 89 | CECO ENVIRONMENTAL CORP | CECO | 537,105 | $15.5M | 0.32% |
| 90 | VERONA PHARMA PLC - ADR | 925050106 | 1,062,456 | $15.4M | 0.32% |
| 91 | SELECT MEDICAL HOLDINGS CORP | 81619Q105 | 422,672 | $14.8M | 0.31% |
| 92 | CADENCE DESIGNS SYSTEMS | CDNS | 44,536 | $13.7M | 0.28% |
| 93 | IRIS ENERGY LTD | IREN | 1,206,171 | $13.6M | 0.28% |
| 94 | BIOHAVEN LTD | BHVN | 368,902 | $12.8M | 0.27% |
| 95 | INSPIRE MEDICAL SYSTEMS INC | 457730109 | 93,082 | $12.5M | 0.26% |
| 96 | GFL ENVIRONMENTAL INC-SUB VT | GFL | 319,349 | $12.4M | 0.26% |
| 97 | APPLIED OPTOELECTRONICS INC | AAOI | 1,375,404 | $11.4M | 0.24% |
| 98 | GENIUS SPORTS LTD | GENI | 2,026,873 | $11.0M | 0.23% |
| 99 | WEBTOON ENTERTAINMENT INC | 94845U105 | 453,441 | $10.4M | 0.21% |
| 100 | ROOT INC/OH | ROOT | 188,157 | $9.5M | 0.20% |
| 101 | REV GROUP INC | 749527107 | 367,887 | $9.2M | 0.19% |
| 102 | SCORPIO TANKERS INC | STNG | 110,082 | $8.9M | 0.19% |
| 103 | TTM TECHNOLOGIES | TTMI | 453,239 | $8.8M | 0.18% |
| 104 | INTAPP INC | INTA | 215,524 | $7.9M | 0.16% |
| 105 | MARVELL TECHNOLOGY GROUP LTD | MRVL | 108,832 | $7.6M | 0.16% |
| 106 | DUPONT DE NEMOURS INC | DD | 93,287 | $7.5M | 0.16% |
| 107 | SCHOLAR ROCK HOLDING CORP | SRRK | 832,792 | $6.9M | 0.14% |
| 108 | ENTEGRIS INC | ENTG | 50,822 | $6.9M | 0.14% |
| 109 | BOMBARDIER INC-B | 097751861 | 98,313 | $6.3M | 0.13% |
| 110 | ANTERO RESOURCES CORP | AR | 185,385 | $6.0M | 0.13% |
| 111 | NEXGEN ENERGY LTD | NXE | 835,260 | $5.8M | 0.12% |
| 112 | PROFICIENT AUTO LOGISTICS INC | PAL | 348,705 | $5.6M | 0.12% |
| 113 | HIPPO HOLDINGS INC | HIPOW | 321,924 | $5.5M | 0.11% |
| 114 | ARGAN INC | AGX | 71,689 | $5.2M | 0.11% |
| 115 | PACS GROUP INC | PACS | 164,798 | $4.9M | 0.10% |
| 116 | SPROUTS FARMERS MARKET INC | 85208M102 | 55,504 | $4.6M | 0.10% |
| 117 | KASPI KZ JSC | 48581R205 | 35,805 | $4.6M | 0.10% |
| 118 | MKS INSTRUMENTS INC | MKSI | 35,276 | $4.6M | 0.10% |
| 119 | GUARDANT HEALTH INC | GH | 146,726 | $4.2M | 0.09% |
| 120 | GLOBANT SA | GLOB | 23,405 | $4.2M | 0.09% |
| 121 | SENTINELONE INC -CLASS A | S | 192,892 | $4.1M | 0.08% |
| 122 | CHARLES RIV LABORATORIES INTL | 159864107 | 19,226 | $4.0M | 0.08% |
| 123 | NRG ENERGY INC | NRG | 49,512 | $3.9M | 0.08% |
| 124 | MONEYLION INC | 60938K304 | 51,737 | $3.8M | 0.08% |
| 125 | SKECHERS U S A INC CL A | 830566105 | 54,967 | $3.8M | 0.08% |
| 126 | NATERA INC | NTRA | 30,433 | $3.3M | 0.07% |
| 127 | CERUS CORP | CERS | 1,469,754 | $2.6M | 0.05% |
| 128 | NATIONAL HEALTHCARE CORP | NHC | 23,217 | $2.5M | 0.05% |
| 129 | LANDSEA HOMES CORP | 51509P103 | 236,000 | $2.2M | 0.04% |
| 130 | PAYFARE INC | 70437C109 | 461,271 | $1.9M | 0.04% |
| 131 | INSPIRED ENTERTAINMENT INC | 45782N108 | 178,965 | $1.6M | 0.03% |
| 132 | SUPER HI INTERNATIONAL HOLDI | 86803S106 | 58,910 | $1.1M | 0.02% |
| 133 | COMMUNITY HEALTH SYSTEMS INC | 203668108 | 234,800 | $788,928 | 0.02% |
| 134 | VIKING HOLDINGS LTD | VIK | 7,234 | $245,522 | 0.01% |
| 135 | SPROTT PHYSICAL URANIUM TRUS | SII | 11,127 | $206,517 | 0.00% |
| 136 | DESPEGAR.COM CO | G27358103 | 14,461 | $191,319 | 0.00% |
| 137 | BBB FOODS INC-CLASS A | TBBB | 4,958 | $118,843 | 0.00% |
| 138 | NAYAX LTD | NYAX | 5,313 | $115,823 | 0.00% |
| 139 | FERROGLOBE PLC | GSM | 20,816 | $111,574 | 0.00% |
| 140 | VEDANTA LTD | 006136040 | 18,600 | $101,306 | 0.00% |
| 141 | PENTAIR INC | PNR | 1,271 | $97,448 | 0.00% |
| 142 | JUMIA TECHNOLOGIES AG-ADR | JMIA | 13,225 | $92,840 | 0.00% |
| 143 | ESTABLISHMENT LABS HOLDINGS | ESTA | 950 | $43,168 | 0.00% |
| 144 | EXSCIENTIA PLC | 30223G102 | 2,680 | $13,668 | 0.00% |