Hood River Capital Management LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings105 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
Heartbeam, Inc. | 954,906 | $59.8M | 3.0% | — | — | 1 qtr | New 82 |
| 1.3M | $59.6M | 3.0% | — | — | — | New 76 | |
SAGE THERAPEUTICS INC | 350,368 | $55.7M | 2.8% | — | — | 1 qtr | New 76 |
CHART INDS INC | 528,457 | $47.8M | 2.4% | $90.52 | 0.00% | 1 qtr | New 76 |
CHARLES RIVER LABORATORIES | 326,175 | $47.4M | 2.4% | $145.25 | 0.00% | 1 qtr | New 76 |
| 511,603 | $44.3M | 2.2% | — | — | 1 qtr | New 75 | |
Amarin Corporation plc | 2.1M | $42.7M | 2.1% | — | — | — | — |
GLOBANT SA | 567,843 | $40.5M | 2.0% | $71.40 | 0.00% | 1 qtr | New 75 |
MASTEC INC | 834,245 | $40.1M | 2.0% | $48.10 | 0.00% | 1 qtr | New 75 |
WELLCARE HEALTH PLANS INC | 146,222 | $39.4M | 2.0% | — | — | 1 qtr | New 66 |
FIVE9 INC | 731,141 | $38.6M | 1.9% | $52.83 | 0.00% | 1 qtr | New 66 |
TPI COMPOSITES INC | 1.3M | $37.7M | 1.9% | $28.62 | 0.00% | 1 qtr | New 66 |
CHEGG INC | 946,986 | $36.1M | 1.8% | $38.12 | 0.00% | 1 qtr | New 66 |
KINSALE CAP GROUP INC | 525,317 | $36M | 1.8% | $67.63 | 0.00% | 1 qtr | New 66 |
CONMED CORP | 432,012 | $35.9M | 1.8% | $78.42 | 0.00% | 1 qtr | New 66 |
GRAND CANYON ED INC | 313,007 | $35.8M | 1.8% | $114.51 | 0.00% | 1 qtr | New 66 |
COSTAR GROUP INC | 75,016 | $35M | 1.8% | $46.64 | 0.00% | 1 qtr | New 66 |
ENVIRI CORP | 1.7M | $34.3M | 1.7% | $20.16 | 0.00% | 1 qtr | New 66 |
ACI WORLDWIDE INC | 1M | $33.5M | 1.7% | $32.87 | 0.00% | 1 qtr | New 66 |
CYBERARK SOFTWARE LTD | 274,157 | $32.6M | 1.6% | $119.05 | 0.00% | 1 qtr | New 66 |
Hood River Capital Management LLC manages $2B across 105 positions as of Q1 2019. Top holdings: BEAT (3.0%), ELDORADO RESORTS INC (3.0%), SAGE (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 105 new positions, 0 exits, 0 increased. Top move: BEAT (NEW, conviction 82). Portfolio: $2.0B across 105 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer