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Size ($ in 1000's)
At 12/31/2023: $3,636,558 At 09/30/2023: $3,114,827
Hood River Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hood River Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Hood River Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Hood River Capital Management LLC.
In the Hood River Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Hood River Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Hood River Capital Management LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
FTAI AVIATION LTD |
3,457,905 |
-113,825 |
$160,447 | FTAI | 3,457,905 | -113,825 | $160,447 | RAMBUS INC |
1,961,814 |
+221,784 |
$133,894 | RMBS | 1,961,814 | +221,784 | $133,894 | WESTERN ALLIANCE BANCORP |
1,550,125 |
+596,876 |
$101,983 | WAL | 1,550,125 | +596,876 | $101,983 | COMFORT SYSTEMS USA INC |
482,170 |
-227 |
$99,168 | FIX | 482,170 | -227 | $99,168 | ONTO INNOVATION INC |
629,098 |
+10,984 |
$96,189 | ONTO | 629,098 | +10,984 | $96,189 | FIRSTCASH HOLDINGS INC |
827,338 |
+68,749 |
$89,675 | FCFS | 827,338 | +68,749 | $89,675 | VERTIV HOLDINGS LLC |
1,817,752 |
-63,232 |
$87,307 | VRT | 1,817,752 | -63,232 | $87,307 | MASTEC INC |
1,132,059 |
+641,171 |
$85,720 | MTZ | 1,132,059 | +641,171 | $85,720 | FORMFACTOR INC |
1,938,829 |
+626,242 |
$80,869 | FORM | 1,938,829 | +626,242 | $80,869 | AXONICS INC |
1,298,285 |
-54,815 |
$80,792 | AXNX | 1,298,285 | -54,815 | $80,792 | CLEAN HARBORS INC |
430,875 |
-3,571 |
$75,192 | CLH | 430,875 | -3,571 | $75,192 | LANTHEUS HOLDINGS INC |
1,196,753 |
+1,156 |
$74,199 | LNTH | 1,196,753 | +1,156 | $74,199 | EVOLENT HEALTH INC A |
2,070,033 |
+162,421 |
$68,373 | EVH | 2,070,033 | +162,421 | $68,373 | XPO INC |
718,435 |
+76,126 |
$62,928 | XPO | 718,435 | +76,126 | $62,928 | HCI GROUP INC |
712,048 |
+118,240 |
$62,233 | HCI | 712,048 | +118,240 | $62,233 | DRAFTKINGS INC CL A |
1,652,666 |
-3,867 |
$58,256 | DKNG | 1,652,666 | -3,867 | $58,256 | APPLIED DIGITAL CORP |
8,584,355 |
+994,788 |
$57,859 | APLD | 8,584,355 | +994,788 | $57,859 | KRYSTAL BIOTECH INC |
458,513 |
-1,976 |
$56,883 | KRYS | 458,513 | -1,976 | $56,883 | KIRBY CORP |
717,735 |
-3,708 |
$56,328 | KEX | 717,735 | -3,708 | $56,328 | RAPID7 INC |
930,523 |
+28,966 |
$53,133 | RPD | 930,523 | +28,966 | $53,133 | VARONIS SYSTEMS INC |
1,145,183 |
+1,145,183 |
$51,854 | VRNS | 1,145,183 | +1,145,183 | $51,854 | AXON ENTERPRISE INC |
199,394 |
+621 |
$51,509 | AXON | 199,394 | +621 | $51,509 | KNIFE RIVER CORP |
759,657 |
+91,091 |
$50,274 | KNF | 759,657 | +91,091 | $50,274 | EAGLE MATERIALS INC |
243,424 |
+722 |
$49,376 | EXP | 243,424 | +722 | $49,376 | SITIME CORP |
404,328 |
-571 |
$49,360 | SITM | 404,328 | -571 | $49,360 | MODINE MANUFACTURING CO |
806,929 |
+118,342 |
$48,174 | MOD | 806,929 | +118,342 | $48,174 | CAMTEK LTD |
678,686 |
+435,925 |
$47,087 | CAMT | 678,686 | +435,925 | $47,087 | COGENT COMMUNICATIONS HOLDINGS INC |
616,906 |
+179,391 |
$46,922 | CCOI | 616,906 | +179,391 | $46,922 | CYTOKINETICS INC |
560,981 |
+58,455 |
$46,836 | CYTK | 560,981 | +58,455 | $46,836 | ASPEN AEROGELS INC |
2,942,548 |
+2,942,548 |
$46,433 | ASPN | 2,942,548 | +2,942,548 | $46,433 | ACI WORLDWIDE INC |
1,509,696 |
+1,509,696 |
$46,197 | ACIW | 1,509,696 | +1,509,696 | $46,197 | FIVE9 INC |
584,923 |
+584,923 |
$46,028 | FIVN | 584,923 | +584,923 | $46,028 | CAESARS ENTERTAINMENT INC |
940,036 |
+5,027 |
$44,069 | CZR | 940,036 | +5,027 | $44,069 | CELSIUS HOLDINGS INC |
787,967 |
+306,874 |
$42,960 | CELH | 787,967 | +306,874 | $42,960 | DENISON MINES CORP |
23,453,244 |
-1,076,569 |
$41,512 | DNN | 23,453,244 | -1,076,569 | $41,512 | BLUEPRINT MEDICINES CORP |
440,018 |
+166,105 |
$40,587 | BPMC | 440,018 | +166,105 | $40,587 | NICE LTD SPON ADR |
191,804 |
+1,306 |
$38,267 | NICE | 191,804 | +1,306 | $38,267 | FABRINET |
198,646 |
-86,503 |
$37,808 | FN | 198,646 | -86,503 | $37,808 | OSI SYSTEMS INC |
288,657 |
-5,258 |
$37,251 | OSIS | 288,657 | -5,258 | $37,251 | RXO INC |
1,565,876 |
+710,249 |
$36,422 | RXO | 1,565,876 | +710,249 | $36,422 | RADNET INC |
993,885 |
+14,403 |
$34,557 | RDNT | 993,885 | +14,403 | $34,557 | DOCGO INC |
6,103,476 |
-173,528 |
$34,118 | DCGO | 6,103,476 | -173,528 | $34,118 | INDIE SEMICONDUCTOR INC A |
4,170,053 |
+255,114 |
$33,819 | INDI | 4,170,053 | +255,114 | $33,819 | COUCHBASE INC |
1,440,755 |
+294,774 |
$32,446 | BASE | 1,440,755 | +294,774 | $32,446 | INSPIRE MEDICAL SYSTEMS INC |
156,441 |
+17,328 |
$31,825 | INSP | 156,441 | +17,328 | $31,825 | AXSOME THERAPEUTICS INC |
392,753 |
+9,477 |
$31,259 | AXSM | 392,753 | +9,477 | $31,259 | OPTION CARE HEALTH INC |
918,253 |
-5,701 |
$30,936 | OPCH | 918,253 | -5,701 | $30,936 | CORE & MAIN INC CLASS A |
750,627 |
+750,627 |
$30,333 | CNM | 750,627 | +750,627 | $30,333 | ATRICURE INC |
841,102 |
-6,240 |
$30,019 | ATRC | 841,102 | -6,240 | $30,019 | CYBERARK SOFTWARE LTD ISRAEL |
133,731 |
+18,715 |
$29,294 | CYBR | 133,731 | +18,715 | $29,294 |
See Full List: All Stocks Held By Hood River Capital Management LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Hood River Capital Management LLC
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