HoldingsChannel.com
Hood River Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
TELADOC HEALTH INC 494,415 -153,746 $76,639
     TDOC494,415-153,746$76,639
KINSALE CAPITAL GROUP INC 648,753 -10,786 $67,814
     KNSL648,753-10,786$67,814
TABULA RASA HEALTHCARE INC 1,230,159 +186,626 $64,325
     TRHC1,230,159+186,626$64,325
LUMENTUM HOLDINGS INC 762,995 -32,682 $56,233
     LITE762,995-32,682$56,233
INPHI CORP 660,301 +301,949 $52,276
     IPHI660,301+301,949$52,276
BANDWIDTH INC CLASS A 721,870 +351,571 $48,575
     BAND721,870+351,571$48,575
CHARLES RIV LABORATORIES INTL 381,603 +35,157 $48,162
     CRL381,603+35,157$48,162
PLUG POWER INC 13,513,467 +6,573,147 $47,838
     PLUG13,513,467+6,573,147$47,838
COGENT COMMUNICATIONS HOLDINGS INC 568,036 +86,696 $46,562
     CCOI568,036+86,696$46,562
LIMELIGHT NETWORKS INC 6,947,846 +405,078 $39,603
     LLNW6,947,846+405,078$39,603
CHEGG INC 1,005,668 +146,320 $35,983
     CHGG1,005,668+146,320$35,983
LHC GROUP LLC 252,276 -2,844 $35,369
     LHCG252,276-2,844$35,369
VICOR CORP 783,536 +349,770 $34,899
     VICR783,536+349,770$34,899
SELECT MEDICAL HOLDINGS CORP 2,204,072 -293,178 $33,061
     SEM2,204,072-293,178$33,061
NUVASIVE INC 582,624 -6,463 $29,516
     NUVA582,624-6,463$29,516
NATERA INC 979,176 +617,532 $29,238
     NTRA979,176+617,532$29,238
PIEDMONT OFFICE REALTY TRU A 1,652,992 +850,882 $29,192
     PDM1,652,992+850,882$29,192
TANDEM DIABETES CARE INC 422,526 +82,763 $27,190
     TNDM422,526+82,763$27,190
MAGNACHIP SEMICONDUCTOR 2,415,214 +65,179 $26,688
     MX2,415,214+65,179$26,688
ACADIA PHARMEUTICALS INC 590,364 +590,364 $24,943
     ACAD590,364+590,364$24,943
BOTTOMLINE TECHNOLOGIES DE 667,925 +90,636 $24,479
     EPAY667,925+90,636$24,479
ANIXTER INTERNATIONAL INC 270,798 -260,689 $23,795
     AXE270,798-260,689$23,795
CLEAN HARBORS INC 460,604 +119,570 $23,647
     CLH460,604+119,570$23,647
TFI INTERNATIONAL INC 1,068,379 +1,068,379 $23,600
     TFII1,068,379+1,068,379$23,600
KRATOS DEFENSE & SECURITY 1,671,517 +28,292 $23,134
     KTOS1,671,517+28,292$23,134
KNIGHT SWIFT TRANSPORTATION 695,548 +489,205 $22,814
     KNX695,548+489,205$22,814
PALOMAR HOLDINGS INC 391,866 +277,812 $22,791
     PLMR391,866+277,812$22,791
FABRINET 414,410 +77,868 $22,610
     FN414,410+77,868$22,610
FRESHPET INC 352,639 +84,249 $22,523
     FRPT352,639+84,249$22,523
QTS REALTY TRUST INC CL A 380,911 +380,911 $22,097
     QTS380,911+380,911$22,097
INTEGER HOLDINGS CORP 337,915 +337,915 $21,241
     ITGR337,915+337,915$21,241
INNOVATIVE INDUSTRIAL PROPER 275,423 +275,423 $20,913
     IIPR275,423+275,423$20,913
NICE LTD SPON ADR 141,979 +42,265 $20,383
     NICE141,979+42,265$20,383
KULICKE & SOFFA INDUSTRIES 954,639 -107,339 $19,923
     KLIC954,639-107,339$19,923
SILICON MOTION TECH CORP SPON ADR 542,959 +390,523 $19,905
     SIMO542,959+390,523$19,905
ADDUS HOMECARE CORP 284,986 -17,396 $19,265
     ADUS284,986-17,396$19,265
AMICUS THERAPEUTICS INC 2,046,778 +765,225 $18,912
     FOLD2,046,778+765,225$18,912
ALLSCRIPTS HEALTHCARE SOLUTIONS 2,656,741 -47,003 $18,703
     MDRX2,656,741-47,003$18,703
INTEGRA LIFESCIENCES HOLDING 406,141 -461,652 $18,142
     IART406,141-461,652$18,142
CYPRESS SEMICONDUCTOR CORP 772,089 +772,089 $18,005
     CY772,089+772,089$18,005
KARYOPHARM THERAPEUTICS INC 888,284 +171,887 $17,064
     KPTI888,284+171,887$17,064
DYCOM INDUSTRIES INC 659,355 -181,822 $16,912
     DY659,355-181,822$16,912
FIVE9 INC 218,251 +218,251 $16,687
     FIVN218,251+218,251$16,687
INFINERA CORP 3,061,824 -22,243 $16,228
     INFN3,061,824-22,243$16,228
ONTO INNOVATION INC 535,691 +25,856 $15,894
     NANO535,691+25,856$15,894
COSTAR GROUP INC 26,155 -3,734 $15,358
     CSGP26,155-3,734$15,358
EAGLE MATERIALS INC 242,348 +199,644 $14,158
     EXP242,348+199,644$14,158
FIRST CASH FINANCIAL SERVICES INC 191,685 -90,271 $13,751
     FCFS191,685-90,271$13,751
PAYLOCITY HOLDING CORP 152,804 -110,581 $13,496
     PCTY152,804-110,581$13,496
SCORPIO TANKERS INC 683,700 +21,126 $13,072
     STNG683,700+21,126$13,072

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

Size ($ in 1000's)
At 03/31/2020: $1,749,760
At 12/31/2019: $2,315,299

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 13F Filings | www.HoldingsChannel.com

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