Hood River Capital Management LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings101 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PLUG PWR INC | 12.5M | $102.9M | 4.6% | $3.32 | +140.43% | 3 qtrssince 2019-Q4 | Decreased 0 |
Vicor Corporation | 971,689 | $69.9M | 3.1% | $44.05 | +62.89% | 6 qtrssince 2019-Q1 | Increased 66 |
BANDWIDTH INC | 538,785 | $68.4M | 3.1% | $68.16 | +84.60% | 6 qtrssince 2019-Q1 | Decreased 0 |
INPHI CORP | 576,340 | $67.7M | 3.0% | — | — | 6 qtrssince 2019-Q1 | Decreased 0 |
LUMENTUM HOLDINGS INC | 763,253 | $62.2M | 2.8% | $60.35 | +29.93% | 6 qtrssince 2019-Q1 | Increased 50 |
CHARLES RIVER LABORATORIES | 343,418 | $59.9M | 2.7% | $143.94 | +17.41% | 6 qtrssince 2019-Q1 | Decreased 0 |
KINSALE CAP GROUP INC | 355,004 | $55.1M | 2.5% | $73.80 | +103.63% | 6 qtrssince 2019-Q1 | Decreased 0 |
| 1.3M | $54M | 2.4% | — | — | — | Increased 81 | |
CHART INDS INC | 1M | $49.8M | 2.2% | $55.08 | -14.30% | 6 qtrssince 2019-Q1 | Increased 81 |
FABRINET | 727,836 | $45.4M | 2.0% | $58.66 | +2.63% | 4 qtrssince 2019-Q3 | Increased 76 |
NATERA INC | 883,227 | $44M | 2.0% | $30.07 | +58.63% | 4 qtrssince 2019-Q3 | Decreased 0 |
TABULA RASA HEALTHCARE INC | 791,809 | $43.3M | 1.9% | — | — | 6 qtrssince 2019-Q1 | Decreased 0 |
LHC GROUP INC | 245,290 | $42.8M | 1.9% | — | — | 6 qtrssince 2019-Q1 | Decreased 0 |
TANDEM DIABETES CARE INC | 407,578 | $40.3M | 1.8% | $63.76 | +37.71% | 6 qtrssince 2019-Q1 | Decreased 0 |
TFI INTERNATIONAL INC | 1.1M | $40.3M | 1.8% | $20.62 | +54.44% | 2 qtrssince 2020-Q1 | Increased 49 |
CHEGG INC | 569,503 | $38.3M | 1.7% | $37.88 | +76.14% | 6 qtrssince 2019-Q1 | Decreased 0 |
TALEND S A | 1M | $35.8M | 1.6% | — | — | 1 qtr | New 66 |
PURPLE INNOVATION INC | 1.9M | $35M | 1.6% | $12.67 | +40.82% | 3 qtrssince 2019-Q4 | Increased 69 |
Edgio, Inc. | 4.5M | $33M | 1.5% | — | — | 6 qtrssince 2019-Q1 | Decreased 0 |
Integer Holdings Corporation | 448,308 | $32.7M | 1.5% | $64.80 | +9.17% | 2 qtrssince 2020-Q1 | Increased 58 |
Hood River Capital Management LLC manages $2.2B across 101 positions as of Q2 2020. Top holdings: PLUG (4.6%), VICR (3.1%), BAND (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 38 new positions, 35 exits, 24 increased. Top move: GTLS (INCREASED, conviction 81). Portfolio: $2.2B across 101 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