Hood River Capital Management LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings147 positions
CAESARS ENTERTAINMENT INC | 998,849 | $112.2M | 3.5% | $57.83 | +94.16% | 5 qtrssince 2020-Q3 | Decreased 0 |
WESTERN ALLIANCE BANCORP | 983,111 | $107M | 3.3% | $63.16 | +54.59% | 4 qtrssince 2020-Q4 | Increased 60 |
TFI INTERNATIONAL INC | 1M | $104.4M | 3.2% | $32.90 | +192.38% | 7 qtrssince 2020-Q1 | Decreased 0 |
VICOR CORP | 767,212 | $102.9M | 3.2% | $46.25 | +190.08% | 11 qtrssince 2019-Q1 | Decreased 0 |
SITIME CORP | 497,712 | $101.6M | 3.1% | $96.46 | +111.66% | 5 qtrssince 2020-Q3 | Decreased 0 |
<![CDATA[SELECT MEDICAL HOLDINGS CORP]]> | 2.7M | $96M | 3.0% | — | — | 11 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARKS & RESORTS INC | 1.7M | $92.8M | 2.9% | $43.70 | +26.60% | 4 qtrssince 2020-Q4 | Increased 67 |
<![CDATA[CHART INDUSTRIES INC]]> | 465,432 | $88.9M | 2.7% | — | — | 11 qtrssince 2019-Q1 | Increased 58 |
ONTO INNOVATION INC | 1.2M | $87.1M | 2.7% | $58.25 | +24.04% | 4 qtrssince 2020-Q4 | Increased 60 |
| 3.3M | $82.9M | 2.6% | — | — | 4 qtrssince 2020-Q4 | Increased 63 | |
CELSIUS HLDGS INC | 797,293 | $71.8M | 2.2% | $8.63 | +248.11% | 5 qtrssince 2020-Q3 | Decreased 0 |
UPBOUND GROUP INC | 1.3M | $71.8M | 2.2% | $22.00 | +62.33% | 6 qtrssince 2020-Q2 | Decreased 0 |
MASTEC INC | 828,974 | $71.5M | 2.2% | $75.83 | +13.78% | 4 qtrssince 2020-Q4 | Increased 63 |
BOOT BARN HLDGS INC | 712,320 | $63.3M | 2.0% | $22.27 | +299.14% | 6 qtrssince 2020-Q2 | Decreased 0 |
KULICKE SOFFA INDUSTRIES | 1.1M | $62.1M | 1.9% | $33.55 | +60.60% | 4 qtrssince 2020-Q4 | Increased 50 |
ACADEMY SPORTS OUTDOORS IN | 1.5M | $60.4M | 1.9% | $38.97 | -1.41% | 2 qtrssince 2021-Q2 | Increased 75 |
FRANCHISE GROUP INC | 1.6M | $57.5M | 1.8% | — | — | 6 qtrssince 2020-Q2 | Decreased 0 |
AXONICS INC | 879,003 | $57.2M | 1.8% | — | — | 5 qtrssince 2020-Q3 | Decreased 0 |
EAGLE MATERIALS INC | 427,904 | $56.1M | 1.7% | $111.30 | +14.59% | 4 qtrssince 2020-Q4 | Decreased 0 |
PERFICIENT INC | 451,032 | $52.2M | 1.6% | — | — | 2 qtrssince 2021-Q2 | Increased 52 |
Hood River Capital Management LLC manages $3.2B across 147 positions as of Q3 2021. Top holdings: CZR (3.5%), WAL (3.3%), TFII (3.2%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 53 new positions, 20 exits, 24 increased. Top move: ASO (INCREASED, conviction 75). Portfolio: $3.2B across 147 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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