Hood River Capital Management LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings144 positions
FTAI AVIATION LTD SHS | 3.1M | $315.6M | 6.5% | $16.77 | +503.24% | 7 qtrssince 2022-Q4 | Decreased 0 |
MASTEC INC COM | 1.2M | $127.8M | 2.6% | $88.33 | +21.12% | 15 qtrssince 2020-Q4 | Increased 74 |
Rambus Inc. | 2.2M | $127.2M | 2.6% | $42.01 | +39.86% | 10 qtrssince 2022-Q1 | Increased 55 |
Comfort Systems USA Inc. | 355,897 | $108.2M | 2.2% | $100.50 | +200.60% | 10 qtrssince 2022-Q1 | Decreased 0 |
FORMFACTOR INC | 1.8M | $108M | 2.2% | $37.70 | +60.56% | 4 qtrssince 2023-Q3 | Decreased 0 |
CLEAN HARBORS INC COM | 475,285 | $107.5M | 2.2% | $103.63 | +118.22% | 15 qtrssince 2020-Q4 | Increased 54 |
Coherent Corp | 1.4M | $104M | 2.2% | $66.93 | +8.26% | 2 qtrssince 2024-Q1 | Increased 83 |
Kirby Corp | 812,283 | $97.3M | 2.0% | $62.58 | +91.32% | 15 qtrssince 2020-Q4 | Increased 54 |
Krystal Biotech Inc | 521,093 | $95.7M | 2.0% | $71.50 | +156.85% | 17 qtrssince 2020-Q2 | Increased 50 |
ACI Worldwide Inc | 2.4M | $95M | 2.0% | $33.54 | +18.02% | 3 qtrssince 2023-Q4 | Increased 64 |
INSMED INC | 1.3M | $88.1M | 1.8% | $40.48 | +65.50% | 3 qtrssince 2023-Q4 | Increased 61 |
LANTHEUS HLDGS INC COM | 1.1M | $86M | 1.8% | $46.11 | +74.11% | 11 qtrssince 2021-Q4 | Decreased 0 |
Onto Innovation Inc. | 382,630 | $84M | 1.7% | $99.10 | +197.22% | 15 qtrssince 2020-Q4 | Decreased 0 |
MACOM TECH SOLUTIONS HLDGS INC COM | 704,834 | $78.6M | 1.6% | $107.31 | +3.88% | 2 qtrssince 2024-Q1 | Increased 76 |
Q2 HLDGS INC | 1.3M | $76.1M | 1.6% | $52.98 | +13.88% | 2 qtrssince 2024-Q1 | Increased 50 |
CAMTEK LTD ORD | 585,239 | $73.3M | 1.5% | $66.07 | +131.29% | 4 qtrssince 2023-Q3 | Decreased 0 |
VARONIS SYS INC COM | 1.5M | $71.9M | 1.5% | $45.83 | +4.68% | 3 qtrssince 2023-Q4 | Decreased 0 |
HCI GROUP INC COM | 767,544 | $70.7M | 1.5% | $61.61 | +45.81% | 13 qtrssince 2021-Q2 | Increased 50 |
RADNET INC COM | 1.1M | $66.3M | 1.4% | $35.00 | +68.35% | 5 qtrssince 2023-Q2 | Increased 49 |
Axon Enterprise Inc | 224,850 | $66.2M | 1.4% | $142.00 | +107.21% | 14 qtrssince 2021-Q1 | Increased 49 |
Hood River Capital Management LLC manages $4.8B across 144 positions as of Q2 2024. Top holdings: FTAI (6.5%), MTZ (2.6%), RMBS (2.6%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2.5/5.0.
Active quarter - 43 new positions, 27 exits, 68 increased. Top move: COHR (INCREASED, conviction 83). Portfolio: $4.8B across 144 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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Top Losers
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
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