Hood River Capital Management LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings104 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SAGE THERAPEUTICS INC | 363,432 | $66.5M | 3.1% | — | — | 2 qtrssince 2019-Q1 | Increased 56 |
| 1.3M | $60.6M | 2.8% | — | — | — | Increased 52 | |
| 577,256 | $57.7M | 2.7% | — | — | 2 qtrssince 2019-Q1 | Increased 57 | |
CHART INDS INC | 686,871 | $52.8M | 2.5% | $87.37 | -12.01% | 2 qtrssince 2019-Q1 | Increased 63 |
ENVIRI CORP | 1.8M | $50.7M | 2.4% | $20.74 | +32.33% | 2 qtrssince 2019-Q1 | Increased 55 |
CHARLES RIVER LABORATORIES | 355,791 | $50.5M | 2.4% | $144.97 | -2.12% | 2 qtrssince 2019-Q1 | Increased 55 |
KINSALE CAP GROUP INC | 545,140 | $49.9M | 2.3% | $68.45 | +31.93% | 2 qtrssince 2019-Q1 | Increased 52 |
Amarin Corporation plc | 2.4M | $46.1M | 2.2% | — | — | — | — |
MASTEC INC | 864,920 | $44.6M | 2.1% | $48.22 | +6.86% | 2 qtrssince 2019-Q1 | Increased 52 |
COSTAR GROUP INC | 77,783 | $43.1M | 2.0% | $46.95 | +18.01% | 2 qtrssince 2019-Q1 | Increased 52 |
GLOBANT SA | 424,163 | $42.9M | 2.0% | $71.40 | +41.53% | 2 qtrssince 2019-Q1 | Decreased 0 |
EURONET WORLDWIDE INC | 242,058 | $40.7M | 1.9% | $152.01 | +10.68% | 2 qtrssince 2019-Q1 | Increased 65 |
MERIT MED SYS INC | 657,123 | $39.1M | 1.8% | $60.90 | -2.19% | 2 qtrssince 2019-Q1 | Increased 68 |
CONMED CORP | 448,126 | $38.3M | 1.8% | $78.51 | +3.00% | 2 qtrssince 2019-Q1 | Increased 47 |
GRAND CANYON ED INC | 324,424 | $38M | 1.8% | $114.60 | +2.11% | 2 qtrssince 2019-Q1 | Increased 47 |
TABULA RASA HEALTHCARE INC | 737,392 | $36.8M | 1.7% | — | — | 2 qtrssince 2019-Q1 | Increased 59 |
CHEGG INC | 934,219 | $36.1M | 1.7% | $38.12 | +1.23% | 2 qtrssince 2019-Q1 | Decreased 0 |
LHC GROUP INC | 301,013 | $36M | 1.7% | — | — | 2 qtrssince 2019-Q1 | Increased 47 |
KRATOS DEFENSE & SECURITY | 1.5M | $35.4M | 1.7% | $22.07 | +3.72% | 2 qtrssince 2019-Q1 | Increased 74 |
SELECT MED HLDGS CORP | 2.2M | $35.1M | 1.6% | $7.08 | +11.26% | 2 qtrssince 2019-Q1 | Increased 51 |
Hood River Capital Management LLC manages $2.1B across 104 positions as of Q2 2019. Top holdings: SAGE (3.1%), ELDORADO RESORTS INC (2.8%), FF6 (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 21 new positions, 22 exits, 55 increased. Top move: KTOS (INCREASED, conviction 74). Portfolio: $2.1B across 104 positions.
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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