Hood River Capital Management LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings102 positions
KINSALE CAP GROUP INC | 659,539 | $67M | 2.9% | $73.80 | +34.36% | 4 qtrssince 2019-Q1 | Increased 59 |
LUMENTUM HLDGS INC | 795,677 | $63.1M | 2.7% | $60.45 | +31.18% | 4 qtrssince 2019-Q1 | Increased 62 |
AMARIN CORP PLC | 2.7M | $58.7M | 2.5% | $372.45 | -27.08% | 4 qtrssince 2019-Q1 | Decreased 0 |
<![CDATA[SELECT MEDICAL HOLDINGS CORP]]> | 2.5M | $58.3M | 2.5% | — | — | 4 qtrssince 2019-Q1 | Increased 57 |
TELADOC HEALTH INC | 648,161 | $54.3M | 2.3% | $62.87 | +33.17% | 4 qtrssince 2019-Q1 | Increased 55 |
CHARLES RIV LABS INTL INC | 346,446 | $52.9M | 2.3% | $145.36 | +4.46% | 4 qtrssince 2019-Q1 | Increased 53 |
TABULA RASA HEALTHCARE INC | 1M | $50.8M | 2.2% | — | — | 4 qtrssince 2019-Q1 | Increased 81 |
Integra Lifesciences Holdings | 867,793 | $50.6M | 2.2% | $56.98 | +2.28% | 4 qtrssince 2019-Q1 | Increased 54 |
ANIXTER INTERNATIONAL INC | 531,487 | $49M | 2.1% | — | — | 1 qtr | New 76 |
HEALTHEQUITY INC | 642,640 | $47.6M | 2.1% | $66.17 | +11.14% | 3 qtrssince 2019-Q2 | Increased 71 |
| 785,608 | $46.9M | 2.0% | — | — | — | Decreased 0 | |
NUVASIVE INC | 589,087 | $45.6M | 2.0% | — | — | 2 qtrssince 2019-Q3 | Increased 74 |
CONMED CORP | 400,948 | $44.8M | 1.9% | $79.95 | +31.23% | 4 qtrssince 2019-Q1 | Decreased 0 |
<![CDATA[CHART INDUSTRIES INC]]> | 642,971 | $43.4M | 1.9% | — | — | 4 qtrssince 2019-Q1 | Increased 51 |
GLOBANT S A | 381,253 | $40.4M | 1.7% | $73.26 | +44.76% | 4 qtrssince 2019-Q1 | Increased 49 |
DYCOM INDS INC | 841,177 | $39.7M | 1.7% | $48.51 | -2.58% | 4 qtrssince 2019-Q1 | Increased 70 |
WESTERN ALLIANCE BANCORP | 658,016 | $37.5M | 1.6% | $42.46 | +16.51% | 4 qtrssince 2019-Q1 | Increased 71 |
LHC GROUP INC | 255,120 | $35.1M | 1.5% | — | — | 4 qtrssince 2019-Q1 | Increased 62 |
LAUREATE ED INC | 1.9M | $33.9M | 1.5% | $7.18 | +437.44%as of Oct 16 | 4 qtrssince 2019-Q1 | Decreased 0 |
Upbound Grp In | 1.1M | $33M | 1.4% | $16.58 | +28.66% | 4 qtrssince 2019-Q1 | Decreased 0 |
Hood River Capital Management LLC manages $2.3B across 102 positions as of Q4 2019. Top holdings: KNSL (2.9%), LITE (2.7%), AMRN (2.5%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 26 new positions, 25 exits, 45 increased. Top move: TRHC (INCREASED, conviction 81). Portfolio: $2.3B across 102 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
Verify source filings on SEC EDGAR