Hood River Capital Management LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings128 positions
Ftai Aviation Ltd | 3.3M | $224.4M | 5.0% | $16.77 | +291.77% | 6 qtrssince 2022-Q4 | Decreased 0 |
COMFORT SYS USA INC | 479,656 | $152.4M | 3.4% | $100.50 | +213.76% | 9 qtrssince 2022-Q1 | Decreased 0 |
RAMBUS INC DEL | 2M | $126.6M | 2.8% | $41.06 | +50.54% | 9 qtrssince 2022-Q1 | Increased 54 |
VERTIV HOLDINGS CO | 1.5M | $125M | 2.8% | $26.05 | +212.75% | 4 qtrssince 2023-Q2 | Decreased 0 |
ONTO INNOVATION INC | 672,230 | $121.7M | 2.7% | $99.10 | +82.73% | 14 qtrssince 2020-Q4 | Increased 55 |
FIRSTCASH HOLDINGS INC | 879,700 | $112.2M | 2.5% | $82.63 | +50.13% | 10 qtrssince 2021-Q4 | Increased 55 |
WESTERN ALLIANCE BANCORP | 1.6M | $105.4M | 2.4% | $46.20 | +32.32% | 4 qtrssince 2023-Q2 | Increased 55 |
FORMFACTOR INC | 2.1M | $94.9M | 2.1% | $37.70 | +21.03% | 3 qtrssince 2023-Q3 | Increased 55 |
XPO INC | 768,011 | $93.7M | 2.1% | $70.74 | +72.49% | 4 qtrssince 2023-Q2 | Increased 55 |
CLEAN HARBORS INC | 452,063 | $91M | 2.0% | $97.34 | +106.81% | 14 qtrssince 2020-Q4 | Increased 54 |
KRYSTAL BIOTECH INC | 495,586 | $88.2M | 2.0% | $65.73 | +170.71% | 16 qtrssince 2020-Q2 | Increased 51 |
HCI GROUP INC | 721,876 | $83.8M | 1.9% | $59.82 | +88.37% | 12 qtrssince 2021-Q2 | Increased 47 |
DRAFTKINGS INC NEW | 1.8M | $80.1M | 1.8% | $20.73 | +119.03% | 5 qtrssince 2023-Q1 | Increased 50 |
VARONIS SYS INC | 1.6M | $76M | 1.7% | $45.83 | +2.93% | 2 qtrssince 2023-Q4 | Increased 62 |
KIRBY CORP | 768,598 | $73.3M | 1.6% | $59.33 | +60.66% | 14 qtrssince 2020-Q4 | Increased 50 |
EVOLENT HEALTH INC | 2.2M | $72.4M | 1.6% | $29.20 | +12.28% | 8 qtrssince 2022-Q2 | Increased 50 |
LANTHEUS HLDGS INC | 1.1M | $69.8M | 1.6% | $46.11 | +34.97% | 10 qtrssince 2021-Q4 | Decreased 0 |
MASTEC INC | 747,488 | $69.7M | 1.6% | $77.18 | +20.82% | 14 qtrssince 2020-Q4 | Decreased 0 |
EAGLE MATLS INC | 253,985 | $69M | 1.5% | $120.27 | +123.38% | 14 qtrssince 2020-Q4 | Increased 49 |
AXON ENTERPRISE INC | 213,724 | $66.9M | 1.5% | $134.07 | +133.36% | 13 qtrssince 2021-Q1 | Increased 50 |
Hood River Capital Management LLC manages $4.5B across 128 positions as of Q1 2024. Top holdings: FTAI (5.0%), FIX (3.4%), RMBS (2.8%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 35 new positions, 29 exits, 69 increased. Top move: VRNS (INCREASED, conviction 62). Portfolio: $4.5B across 128 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
Verify source filings on SEC EDGAR