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Latest Hood River Capital Management LLC Stock Portfolio

$3.64Billion

Equity Portfolio Value

Last Reported on: 14 Feb, 2024

About Hood River Capital Management LLC and it’s 13F Hedge Fund Stock Holdings

Hood River Capital Management LLC is a hedge fund based in Palm Beach Gardens, FL. On 20-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $2.8 Billions. In it's latest 13F Holdings report, Hood River Capital Management LLC reported an equity portfolio of $3.1 Billions as of 30 Sep, 2023.

The top stock holdings of Hood River Capital Management LLC are FTAI, RMBS, LNTH. The fund has invested 4.1% of it's portfolio in FTAI AVIATION LTD and 3.1% of portfolio in RAMBUS INC.

The fund managers got completely rid off FIVE9 INC (FIVN), INTRA-CELLULAR THERAPIES INC (ITCI) and SUNNOVA ENERGY INTERNATIONAL (NOVA) stocks. They significantly reduced their stock positions in AEHR TEST SYSTEMS (AEHR), DIGITALOCEAN HOLDINGS INC (DOCN) and HARMONIC INC (HLIT). Hood River Capital Management LLC opened new stock positions in FABRINET (FN), FORMFACTOR INC (FORM) and ATRICURE INC (ATRC). The fund showed a lot of confidence in some stocks as they added substantially to GENIUS SPORTS LTD, ALTISOURCE PORTFOLIO SOL (ASPS) and DREAM FINDERS HOMES INC - A (DFH).

New Buys

Ticker	$ Bought
VARONIS SYSTEMS INC	51,853,900
ASPEN AEROGELS INC	46,433,400
ACI WORLDWIDE INC	46,196,700
FIVE9 INC	46,027,600
CORE & MAIN INC-CLASS A	30,332,800
INSMED INC	28,071,300
API GROUP CORP	22,881,900
OLLIE'S BARGAIN OUTLET HLDG INC	20,117,100

New stocks bought by Hood River Capital Management LLC

Additions

Ticker	% Inc.
AUGMEDIX INC	2,585
AEHR TEST SYSTEMS	1,251
CAMTEK LTD	179
MASTEC INC	130
DIGITALOCEAN HOLDINGS INC	109
REAL GOOD FOOD CO INC/THE	100
RXO INC	83.01
KRATOS DEFENSE & SECURITY	65.94

Additions to existing portfolio by Hood River Capital Management LLC

Reductions

Ticker	% Reduced
ON HOLDING AG-CLASS A	-99.86
KINSALE CAPITAL GROUP INC	-91.54
SELECT MEDICAL HOLDINGS CORP	-79.48
BRP GROUP INC-A	-74.84
WNS HOLDINGS LTD ADR	-69.25
LILIUM NV	-68.53
HANNON ARMSTRONG SUSTAINABLE	-53.87
INSPIRED ENTERTAINMENT INC	-53.67

Hood River Capital Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
IMMUNOGEN INC	-48,316,000
PURPLE INNOVATION INC	-2,373,330
HARMONIC INC	-11,756,900
ACADIA PHARMEUTICALS INC	-18,293,900
GXO LOGISTICS INC	-48,145,000
BIOLIFE SOLUTIONS INC	-8,263,590
VEECO INSTRUMENTS INC	-14,274,700
MDXHEALTH SA-ADR	-1,391,650

Hood River Capital Management LLC got rid off the above stocks

Current Stock Holdings of Hood River Capital Management LLC

Last Reported on: 14 Feb, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAOI	APPLIED OPTOELECTRONICS INC	0.72	1,351,120	26,103,700	REDUCED	-11.13
ACAD	ACADIA PHARMEUTICALS INC	0.00	0.00	0.00	SOLD OFF	-100
ACIW	ACI WORLDWIDE INC	1.27	1,509,700	46,196,700	NEW
ACLS	AXCELIS TECHNOLOGIES INC	0.00	0.00	0.00	SOLD OFF	-100
ACMR	ACM RESEARCH INC-CLASS A	0.00	3,388	66,202	UNCHANGED	0.00
AEHR	AEHR TEST SYSTEMS	0.68	936,835	24,854,200	ADDED	1,251
ALHC	ALIGNMENT HEALTHCARE INC	0.46	1,952,200	16,808,400	ADDED	2.72
APG	API GROUP CORP	0.63	661,327	22,881,900	NEW
APLD	APPLIED DIGITAL CORP	1.59	8,584,360	57,858,600	ADDED	13.11
AR	ANTERO RESOURCES CORP	0.04	64,815	1,470,000	ADDED	9.59
ARHS	ARHAUS INC	0.50	1,538,470	18,230,900	REDUCED	-15.68
ASPN	ASPEN AEROGELS INC	1.28	2,942,550	46,433,400	NEW
ASPS	ALTISOURCE PORTFOLIO SOL	0.00	9,510	33,856	REDUCED	-32.55
ATRC	ATRICURE INC	0.82	841,102	30,018,900	REDUCED	-0.74
AUGX	AUGMEDIX INC	0.04	273,899	1,602,310	ADDED	2,585
AXNX	AXONICS INC	2.22	1,298,280	80,792,300	REDUCED	-4.05
AXON	AXON ENTERPRISE INC	1.42	199,394	51,509,500	ADDED	0.31
AXSM	AXSOME THERAPEUTICS INC	0.86	392,753	31,259,200	ADDED	2.47
BASE	COUCHBASE INC	0.89	1,440,760	32,445,800	ADDED	25.72
BLFS	BIOLIFE SOLUTIONS INC	0.00	0.00	0.00	SOLD OFF	-100
BNDD	KS GLOBAL CARBON STRATGY ETF	0.00	550	20,070	UNCHANGED	0.00
BPMC	BLUEPRINT MEDICINES CORP	1.12	440,018	40,587,300	ADDED	60.64
BRP	BRP GROUP INC-A	0.17	263,254	6,323,360	REDUCED	-74.84
CAMT	CAMTEK LTD	1.29	678,686	47,087,200	ADDED	179
CBAY	CYMABAY THERAPEUTICS INC	0.34	519,249	12,264,700	ADDED	1.33
CCJ	CAMECO CORP	0.10	82,724	3,565,400	ADDED	9.46
CCOI	COGENT COMMUNICATIONS HOLDINGS INC	1.29	616,906	46,921,900	ADDED	41.00
CDNS	CADENCE DESIGNS SYSTEMS	0.15	20,149	5,487,980	ADDED	9.52
CELH	CELSIUS HOLDINGS INC	1.18	787,967	42,960,000	REDUCED	-45.4
CLH	CLEAN HARBORS INC	2.07	430,875	75,192,000	REDUCED	-0.82
CNHI	CNH INDUSTRIAL NV	0.00	2,700	32,886	UNCHANGED	0.00
CNM	CORE & MAIN INC-CLASS A	0.83	750,627	30,332,800	NEW
CNMD	CONMED CORP	0.73	242,218	26,525,300	ADDED	2.58
COHU	COHU INC	0.00	0.00	0.00	SOLD OFF	-100
CUBI	CUSTOMERS BANCO	0.46	287,680	16,576,100	NEW
CYBR	CYBERARK SOFTWARE LTD/ISRAEL	0.81	133,731	29,293,800	ADDED	16.27
CYTK	CYTOKINETICS INC	1.29	560,981	46,836,300	ADDED	11.63
CZR	CAESARS ENTERTAINMENT INC	1.21	940,036	44,068,900	ADDED	0.54
DCGO	DOCGO INC	0.94	6,103,480	34,118,400	REDUCED	-2.76
DCO	DUCOMMUN INC DEL	0.27	189,088	9,843,920	REDUCED	-47.17
DDOG	DATADOG INC - CLASS A	0.04	13,159	1,597,240	ADDED	9.62
DFH	DREAM FINDERS HOMES INC - A	0.41	417,149	14,821,300	REDUCED	-35.43
DKNG	DRAFTKINGS INC - CL A	1.60	1,652,670	58,256,500	REDUCED	-0.23
DNN	DENISON MINES CORP	1.14	23,453,200	41,512,200	REDUCED	-4.39
DOCN	DIGITALOCEAN HOLDINGS INC	0.70	692,362	25,402,800	ADDED	109
ENTG	ENTEGRIS INC	0.09	28,585	3,425,060	NEW
ENVX	ENOVIX CORP	0.54	1,564,080	19,582,300	REDUCED	-33.44
ESTA	ESTABLISHMENT LABS HOLDINGS	0.00	0.00	0.00	SOLD OFF	-100
EVH	EVOLENT HEALTH INC - A	1.88	2,070,030	68,373,200	ADDED	8.51
EXAI	EXSCIENTIA PLC	0.00	2,000	12,820	UNCHANGED	0.00
EXP	EAGLE MATERIALS INC	1.36	243,424	49,376,100	ADDED	0.3
FCFS	FIRSTCASH HOLDINGS INC	2.47	827,338	89,675,200	ADDED	9.06
FIP	FTAI INFRASTRUCTURE LLC	0.25	2,359,320	9,177,760	REDUCED	-28.86
FIVN	FIVE9 INC	1.27	584,923	46,027,600	NEW
FIX	COMFORT SYSTEMS USA INC	2.73	482,170	99,167,900	REDUCED	-0.05
FN	FABRINET	1.04	198,646	37,808,300	REDUCED	-30.34
FORM	FORMFACTOR INC	2.22	1,938,830	80,868,600	ADDED	47.71
FTAI	FTAI AVIATION LTD	4.41	3,457,900	160,447,000	REDUCED	-3.19
FTNT	FORTINET INC	0.00	0.00	0.00	SOLD OFF	-100
GAMB	GAMBLING.COM GROUP LTD	0.02	81,263	792,314	ADDED	4.14
GENI	GENIUS SPORTS LTD	0.59	3,490,570	21,571,700	ADDED	0.98
GFL	GFL ENVIRONMENTAL INC-SUB VT	0.17	179,694	6,201,240	ADDED	27.28
GLOB	GLOBANT SA	0.00	0.00	0.00	SOLD OFF	-100
GPRE	GREEN PLAINS INC	0.74	1,067,560	26,923,800	ADDED	6.68
GXO	GXO LOGISTICS INC	0.00	0.00	0.00	SOLD OFF	-100
HASI	HANNON ARMSTRONG SUSTAINABLE	0.54	706,076	19,473,600	REDUCED	-53.87
HCI	HCI GROUP INC	1.71	712,048	62,233,000	ADDED	19.91
HIPO	HIPPO HOLDINGS INC	0.05	181,884	1,658,780	ADDED	9.73
HLIT	HARMONIC INC	0.00	0.00	0.00	SOLD OFF	-100
HRMY	HARMONY BIOSCIENCES HOLDINGS	0.00	0.00	0.00	SOLD OFF	-100
IIIV	I3 VERTICALS INC-CLASS A	0.46	782,355	16,562,500	ADDED	2.11
IMGN	IMMUNOGEN INC	0.00	0.00	0.00	SOLD OFF	-100
INDI	INDIE SEMICONDUCTOR INC-A	0.93	4,170,050	33,819,100	ADDED	6.52
INFN	INFINERA CORP	0.36	2,730,220	12,968,500	REDUCED	-26.71
INSE	INSPIRED ENTERTAINMENT INC	0.03	110,839	1,095,090	REDUCED	-53.67
INSM	INSMED INC	0.77	905,819	28,071,300	NEW
INSP	INSPIRE MEDICAL SYSTEMS INC	0.88	156,441	31,824,800	ADDED	12.46
INTA	INTAPP INC	0.46	441,709	16,793,800	ADDED	1.38
IOVA	IOVANCE BIOTHERAPEUTICS INC	0.45	2,001,510	16,272,300	ADDED	0.46
KEX	KIRBY CORP	1.55	717,735	56,327,800	REDUCED	-0.51
KLIC	KULICKE & SOFFA INDUSTRIES	0.54	358,853	19,636,400	REDUCED	-9.64
KNSL	KINSALE CAPITAL GROUP INC	0.12	13,060	4,373,920	REDUCED	-91.54
KRTX	KARUNA THERAPEUTICS INC	0.00	0.00	0.00	SOLD OFF	-100
KRYS	KRYSTAL BIOTECH INC	1.56	458,513	56,883,100	REDUCED	-0.43
KTOS	KRATOS DEFENSE & SECURITY	0.68	1,225,290	24,861,100	ADDED	65.94
LILM	LILIUM NV	0.11	3,455,980	4,078,050	REDUCED	-68.53
LNTH	LANTHEUS HOLDINGS INC	2.04	1,196,750	74,198,700	ADDED	0.1
LOPE	GRAND CANYON EDUCATION INC	0.00	0.00	0.00	SOLD OFF	-100
LOVE	LOVESAC CO/THE	0.51	722,126	18,450,300	REDUCED	-37.1
LSEA	LANDSEA HOMES CORP	0.10	264,572	3,476,480	ADDED	9.64
LTH	LIFE TIME GROUP HOLDINGS INC	0.01	33,475	504,803	REDUCED	-45.05
MDXH	MDXHEALTH	0.06	533,755	2,103,000	NEW
MDXH	MDXHEALTH SA-ADR	0.00	0.00	0.00	SOLD OFF	-100
MOD	MODINE MANUFACTURING CO	1.32	806,929	48,173,700	ADDED	17.19
MRVL	MARVELL TECHNOLOGY GROUP LTD	0.07	44,044	2,656,290	NEW
MTZ	MASTEC INC	2.36	1,132,060	85,719,500	ADDED	130
NBIX	NEUROCRINE BIOSCIENCES INC	0.77	212,390	27,984,500	ADDED	0.52
NEO	NEOGENOMICS INC	0.33	734,714	11,887,700	NEW
NICE	NICE LTD - SPON ADR	1.05	191,804	38,266,800	ADDED	0.69
NOG	NORTHERN OIL AND GAS INC	0.79	778,738	28,867,800	REDUCED	-16.08
NXE	NEXGEN ENERGY LTD	0.00	8,300	58,100	UNCHANGED	0.00
OKTA	OKTA INC	0.06	21,928	1,985,140	NEW
OLLI	OLLIE'S BARGAIN OUTLET HLDG INC	0.55	265,083	20,117,100	NEW
ONON	ON HOLDING AG-CLASS A	0.00	1,021	27,536	REDUCED	-99.86
ONTO	ONTO INNOVATION INC	2.64	629,098	96,189,100	ADDED	1.78
OPCH	OPTION CARE HEALTH INC	0.85	918,253	30,935,900	REDUCED	-0.62
OPRA	OPERA LTD-ADR	0.00	3,180	42,071	UNCHANGED	0.00
OSIS	OSI SYSTEMS INC	1.02	288,657	37,251,200	REDUCED	-1.79
PCOR	PROCORE TECHNOLOGIES INC	0.00	0.00	0.00	SOLD OFF	-100
PCTY	PAYLOCITY HOLDING CORP	0.00	0.00	0.00	SOLD OFF	-100
PRPL	PURPLE INNOVATION INC	0.00	0.00	0.00	SOLD OFF	-100
PSTG	PURE STORAGE INC - CLASS A	0.03	32,753	1,167,970	ADDED	9.42
RDNT	RADNET INC	0.95	993,885	34,557,400	ADDED	1.47
RGF	REAL GOOD FOOD CO INC/THE	0.02	442,398	672,445	ADDED	100
RILY	B. RILEY FINANCIAL INC	0.00	0.00	0.00	SOLD OFF	-100
RMBS	RAMBUS INC	3.68	1,961,810	133,894,000	ADDED	12.75
ROAD	CONSTRUCTION PARTNERS INC-A	0.49	408,080	17,759,600	REDUCED	-27.68
RPD	RAPID7 INC	1.46	930,523	53,132,900	ADDED	3.21
SEM	SELECT MEDICAL HOLDINGS CORP	0.29	445,350	10,465,700	REDUCED	-79.48
SITM	SITIME CORP	1.36	404,328	49,360,400	REDUCED	-0.14
SRRK	SCHOLAR ROCK HOLDING CORP	0.26	499,144	9,383,910	NEW
STNG	SCORPIO TANKERS INC	0.28	170,035	10,338,100	NEW
SWKS	SKYWORKS SOLUTIONS INC	0.06	18,686	2,100,680	ADDED	9.52
TFII	TFI INTERNATIONAL INC	0.80	212,893	28,949,200	ADDED	0.85
TRNS	TRANSCAT INC	0.45	151,088	16,518,500	ADDED	25.91
VECO	VEECO INSTRUMENTS INC	0.00	0.00	0.00	SOLD OFF	-100
VMC	VULCAN MATLS CO	0.07	11,938	2,710,040	ADDED	9.6
VRNA	VERONA PHARMA PLC - ADR	0.52	946,602	18,818,400	NEW
VRNS	VARONIS SYSTEMS INC	1.43	1,145,180	51,853,900	NEW
VRT	VERTIV HOLDINGS LLC	2.40	1,817,750	87,306,600	REDUCED	-3.36
WAL	WESTERN ALLIANCE BANCORP	2.80	1,550,120	101,983,000	ADDED	62.61
WNS	WNS HOLDINGS LTD ADR	0.22	128,670	8,131,940	REDUCED	-69.25
WSC	WILLSCOT MOBILE MINI HOLDING	0.05	40,505	1,802,470	NEW
XPO	XPO INC	1.73	718,435	62,927,700	ADDED	11.85
XPOF	XPONENTIAL FITNESS INC-A	0.00	0.00	0.00	SOLD OFF	-100
	KNIFE RIVER CORP	1.38	759,657	50,274,100	ADDED	13.62
	RXO INC	1.00	1,565,880	36,422,300	ADDED	83.01
	CAVA GROUP INC	0.50	423,833	18,216,300	NEW
	BIOHAVEN LTD	0.38	324,201	13,875,800	NEW
	SKYWARD SPECIALTY INSURANCE	0.26	274,755	9,308,700	ADDED	18.88
	PAYFARE INC	0.03	233,931	1,076,080	ADDED	11.4
	SPROTT PHYSICAL URANIUM TRUS	0.00	4,643	98,896	NEW
	ODDITY TECH LTD-CL A	0.00	0.00	0.00	SOLD OFF	-100
	RAYZEBIO INC	0.00	0.00	0.00	SOLD OFF	-100
	GEN RESTAURANT GROUP INC	0.00	0.00	0.00	SOLD OFF	-100