Hood River Capital Management LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings142 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
FTAI AVIATION LTD | 1.9M | $254.6M | 4.1% | $16.77 | +678.85% | 8 qtrssince 2022-Q4 | Decreased 0 |
MASTEC INC | 1.5M | $182.1M | 2.9% | $95.01 | +29.25% | 16 qtrssince 2020-Q4 | Increased 64 |
ACI WORLDWIDE INC | 3.3M | $166.7M | 2.7% | $38.18 | +33.33% | 4 qtrssince 2023-Q4 | Increased 68 |
SEMTECH CORP | 3.4M | $154.8M | 2.5% | $46.35 | 0.00% | 1 qtr | New 78 |
COMFORT SYSTEMS USA INC | 388,842 | $151.8M | 2.5% | $124.86 | +210.83% | 11 qtrssince 2022-Q1 | Increased 57 |
LANTHEUS HOLDINGS INC | 1.2M | $133M | 2.1% | $53.24 | +101.66% | 12 qtrssince 2021-Q4 | Increased 59 |
CLEAN HARBORS INC | 524,728 | $126.8M | 2.0% | $115.56 | +106.32% | 16 qtrssince 2020-Q4 | Increased 57 |
II-VI INC | 1.3M | $118.1M | 1.9% | $66.93 | +34.21% | 3 qtrssince 2024-Q1 | Decreased 0 |
Q2 Holdings, Inc. | 1.4M | $115.3M | 1.9% | $56.29 | +40.44% | 3 qtrssince 2024-Q1 | Increased 54 |
KIRBY CORP | 925,536 | $113.3M | 1.8% | $70.48 | +77.83% | 16 qtrssince 2020-Q4 | Increased 54 |
APPLIED DIGITAL CORP | 13.7M | $112.9M | 1.8% | $5.35 | +53.17% | 10 qtrssince 2022-Q2 | Increased 64 |
INSMED INC | 1.5M | $107.5M | 1.7% | $43.90 | +65.11% | 4 qtrssince 2023-Q4 | Increased 53 |
VARONIS SYS INC | 1.9M | $106.5M | 1.7% | $47.96 | +17.24% | 4 qtrssince 2023-Q4 | Increased 58 |
AXON ENTERPRISE INC | 262,347 | $104.8M | 1.7% | $177.73 | +122.44% | 15 qtrssince 2021-Q1 | Increased 55 |
WESTERN ALLIANCE BANCORP | 1.2M | $104.3M | 1.7% | $66.16 | +25.82% | 6 qtrssince 2023-Q2 | Increased 76 |
SWEETGREEN INC | 2.7M | $96.8M | 1.6% | $30.39 | +18.28% | 3 qtrssince 2024-Q1 | Increased 69 |
Krystal Biotech, Inc. | 502,104 | $91.4M | 1.5% | $71.50 | +147.76% | 18 qtrssince 2020-Q2 | Decreased 0 |
COGENT COMM HOLDINGS INC | 1.2M | $89.5M | 1.4% | $60.34 | +17.37% | 7 qtrssince 2023-Q1 | Increased 61 |
RadNet, Inc. | 1.3M | $89M | 1.4% | $39.49 | +75.57% | 6 qtrssince 2023-Q2 | Increased 53 |
MACOM TECHNOLOGY SOLUTIONS H | 799,343 | $88.9M | 1.4% | $107.81 | +3.44% | 3 qtrssince 2024-Q1 | Increased 53 |
Hood River Capital Management LLC manages $6.2B across 142 positions as of Q3 2024. Top holdings: FTAI (4.1%), MTZ (2.9%), ACIW (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 33 new positions, 35 exits, 95 increased. Top move: SMTC (NEW, conviction 78). Portfolio: $6.2B across 142 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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