Holdings Channel
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

Hood River Capital Management LLC Top Holdings
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.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
FTAI AVIATION LTD 3,457,905 -113,825 $160,447
     FTAI3,457,905-113,825$160,447
RAMBUS INC 1,961,814 +221,784 $133,894
     RMBS1,961,814+221,784$133,894
WESTERN ALLIANCE BANCORP 1,550,125 +596,876 $101,983
     WAL1,550,125+596,876$101,983
COMFORT SYSTEMS USA INC 482,170 -227 $99,168
     FIX482,170-227$99,168
ONTO INNOVATION INC 629,098 +10,984 $96,189
     ONTO629,098+10,984$96,189
FIRSTCASH HOLDINGS INC 827,338 +68,749 $89,675
     FCFS827,338+68,749$89,675
VERTIV HOLDINGS LLC 1,817,752 -63,232 $87,307
     VRT1,817,752-63,232$87,307
MASTEC INC 1,132,059 +641,171 $85,720
     MTZ1,132,059+641,171$85,720
FORMFACTOR INC 1,938,829 +626,242 $80,869
     FORM1,938,829+626,242$80,869
AXONICS INC 1,298,285 -54,815 $80,792
     AXNX1,298,285-54,815$80,792
CLEAN HARBORS INC 430,875 -3,571 $75,192
     CLH430,875-3,571$75,192
LANTHEUS HOLDINGS INC 1,196,753 +1,156 $74,199
     LNTH1,196,753+1,156$74,199
EVOLENT HEALTH INC A 2,070,033 +162,421 $68,373
     EVH2,070,033+162,421$68,373
XPO INC 718,435 +76,126 $62,928
     XPO718,435+76,126$62,928
HCI GROUP INC 712,048 +118,240 $62,233
     HCI712,048+118,240$62,233
DRAFTKINGS INC CL A 1,652,666 -3,867 $58,256
     DKNG1,652,666-3,867$58,256
APPLIED DIGITAL CORP 8,584,355 +994,788 $57,859
     APLD8,584,355+994,788$57,859
KRYSTAL BIOTECH INC 458,513 -1,976 $56,883
     KRYS458,513-1,976$56,883
KIRBY CORP 717,735 -3,708 $56,328
     KEX717,735-3,708$56,328
RAPID7 INC 930,523 +28,966 $53,133
     RPD930,523+28,966$53,133
VARONIS SYSTEMS INC 1,145,183 +1,145,183 $51,854
     VRNS1,145,183+1,145,183$51,854
AXON ENTERPRISE INC 199,394 +621 $51,509
     AXON199,394+621$51,509
KNIFE RIVER CORP 759,657 +91,091 $50,274
     KNF759,657+91,091$50,274
EAGLE MATERIALS INC 243,424 +722 $49,376
     EXP243,424+722$49,376
SITIME CORP 404,328 -571 $49,360
     SITM404,328-571$49,360
MODINE MANUFACTURING CO 806,929 +118,342 $48,174
     MOD806,929+118,342$48,174
CAMTEK LTD 678,686 +435,925 $47,087
     CAMT678,686+435,925$47,087
COGENT COMMUNICATIONS HOLDINGS INC 616,906 +179,391 $46,922
     CCOI616,906+179,391$46,922
CYTOKINETICS INC 560,981 +58,455 $46,836
     CYTK560,981+58,455$46,836
ASPEN AEROGELS INC 2,942,548 +2,942,548 $46,433
     ASPN2,942,548+2,942,548$46,433
ACI WORLDWIDE INC 1,509,696 +1,509,696 $46,197
     ACIW1,509,696+1,509,696$46,197
FIVE9 INC 584,923 +584,923 $46,028
     FIVN584,923+584,923$46,028
CAESARS ENTERTAINMENT INC 940,036 +5,027 $44,069
     CZR940,036+5,027$44,069
CELSIUS HOLDINGS INC 787,967 +306,874 $42,960
     CELH787,967+306,874$42,960
DENISON MINES CORP 23,453,244 -1,076,569 $41,512
     DNN23,453,244-1,076,569$41,512
BLUEPRINT MEDICINES CORP 440,018 +166,105 $40,587
     BPMC440,018+166,105$40,587
NICE LTD SPON ADR 191,804 +1,306 $38,267
     NICE191,804+1,306$38,267
FABRINET 198,646 -86,503 $37,808
     FN198,646-86,503$37,808
OSI SYSTEMS INC 288,657 -5,258 $37,251
     OSIS288,657-5,258$37,251
RXO INC 1,565,876 +710,249 $36,422
     RXO1,565,876+710,249$36,422
RADNET INC 993,885 +14,403 $34,557
     RDNT993,885+14,403$34,557
DOCGO INC 6,103,476 -173,528 $34,118
     DCGO6,103,476-173,528$34,118
INDIE SEMICONDUCTOR INC A 4,170,053 +255,114 $33,819
     INDI4,170,053+255,114$33,819
COUCHBASE INC 1,440,755 +294,774 $32,446
     BASE1,440,755+294,774$32,446
INSPIRE MEDICAL SYSTEMS INC 156,441 +17,328 $31,825
     INSP156,441+17,328$31,825
AXSOME THERAPEUTICS INC 392,753 +9,477 $31,259
     AXSM392,753+9,477$31,259
OPTION CARE HEALTH INC 918,253 -5,701 $30,936
     OPCH918,253-5,701$30,936
CORE & MAIN INC CLASS A 750,627 +750,627 $30,333
     CNM750,627+750,627$30,333
ATRICURE INC 841,102 -6,240 $30,019
     ATRC841,102-6,240$30,019
CYBERARK SOFTWARE LTD ISRAEL 133,731 +18,715 $29,294
     CYBR133,731+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

Hood River Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.