Hood River Capital Management LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings114 positions
LANTHEUS HOLDINGS INC | 1.6M | $134.9M | 4.4% | $45.85 | +80.06% | 6 qtrssince 2021-Q4 | Increased 58 |
MASTEC INC | 1.2M | $116M | 3.8% | $79.09 | +19.41% | 10 qtrssince 2020-Q4 | Increased 57 |
AXON ENTERPRISE INC | 467,561 | $105.1M | 3.4% | $120.80 | +86.14% | 9 qtrssince 2021-Q1 | Decreased 0 |
FTAI AVIATION LTD | 3.5M | $98.2M | 3.2% | $16.51 | +60.17% | 2 qtrssince 2022-Q4 | Increased 58 |
ExlService Holdings, Inc. | 468,453 | $75.8M | 2.5% | $29.70 | +8.98% | 4 qtrssince 2022-Q2 | Increased 53 |
WNS HOLDINGS LTD-ADR | 792,111 | $73.8M | 2.4% | — | — | 8 qtrssince 2021-Q2 | Increased 56 |
AXONICS INC | 1.3M | $71.5M | 2.3% | — | — | 11 qtrssince 2020-Q3 | Increased 53 |
CALIX INC | 1.3M | $70.4M | 2.3% | $30.80 | +74.00% | 12 qtrssince 2020-Q2 | Decreased 0 |
<![CDATA[SELECT MEDICAL HOLDINGS CORP]]> | 2.7M | $69.6M | 2.3% | — | — | 2 qtrssince 2022-Q4 | Increased 59 |
TFI INTERNATIONAL INC | 571,958 | $68.2M | 2.2% | $38.45 | +197.31% | 13 qtrssince 2020-Q1 | Increased 53 |
Comfort Systems USA, Inc. | 466,389 | $68.1M | 2.2% | $98.24 | +46.78% | 5 qtrssince 2022-Q1 | Increased 53 |
RAMBUS INC | 1.2M | $61.4M | 2.0% | $27.72 | +84.89% | 5 qtrssince 2022-Q1 | Increased 48 |
CLEAN HARBORS INC | 420,263 | $59.9M | 1.9% | $89.74 | +58.86% | 10 qtrssince 2020-Q4 | Increased 48 |
OPTION CARE HEALTH INC | 1.7M | $54.8M | 1.8% | $26.91 | +18.07% | 7 qtrssince 2021-Q3 | Increased 48 |
Axcelis Technologies, Inc. | 404,848 | $53.9M | 1.7% | $110.84 | +20.22% | 2 qtrssince 2022-Q4 | Increased 75 |
FIVE9 INC | 733,966 | $53.1M | 1.7% | $72.82 | -0.73% | 4 qtrssince 2022-Q2 | Increased 51 |
FIRSTCASH HOLDINGS INC | 555,758 | $53M | 1.7% | $70.77 | +29.37% | 6 qtrssince 2021-Q4 | Increased 48 |
SITIME CORP | 371,469 | $52.8M | 1.7% | $109.59 | +29.78% | 2 qtrssince 2022-Q4 | Increased 56 |
EAGLE MATLS INC | 358,597 | $52.6M | 1.7% | $113.41 | +27.27% | 10 qtrssince 2020-Q4 | Increased 48 |
HARMONIC INC | 3.6M | $52.4M | 1.7% | $13.62 | +7.15% | 2 qtrssince 2022-Q4 | Increased 65 |
Hood River Capital Management LLC manages $3.1B across 114 positions as of Q1 2023. Top holdings: LNTH (4.4%), MTZ (3.8%), AXON (3.4%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 26 new positions, 17 exits, 65 increased. Top move: ACLS (INCREASED, conviction 75). Portfolio: $3.1B across 114 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR