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Hood River Capital Management LLC13F | |
Hood River Capital Management LLC | |
Last update 2021-05-17 | 144 Stocks (43 new) |
Value $4.83 Bil | Turnover 23 % |
Portfolio Report |
Hood River Capital Management ... Top Holdings of 2024-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FTAI | FTAI Aviation Ltd | 3,057,732 | 315649.670 | -8.28% | 6.540 | -0.41% | 2.990 | +30.97% | +207.13% | 14394.432 | Business Services | |
MTZ | MasTec Inc | 1,194,250 | 127772.810 | +59.77% | 2.650 | +0.99% | 1.510 | +11.46% | +61.54% | 9690.309 | Construction | |
RMBS | Rambus Inc | 2,165,548 | 127247.600 | +5.71% | 2.640 | +0.14% | 2.010 | -34.48% | -39.34% | 4457.959 | Semiconductors | |
FIX | Comfort Systems USA Inc | 355,897 | 108235.400 | -25.80% | 2.240 | -0.88% | 1.000 | +25.30% | +100.85% | 14679.366 | Construction | |
FORM | FormFactor Inc | 1,784,553 | 108018.990 | -14.17% | 2.240 | -0.30% | 2.310 | -28.41% | +3.40% | 3337.804 | Semiconductors | |
CLH | Clean Harbors Inc | 475,285 | 107485.700 | +5.14% | 2.230 | +0.11% | 0.880 | +10.01% | +47.11% | 13856.384 | Waste Management | |
COHR | Coherent Corp | 1,435,534 | 104018.790 | +114.18% | 2.160 | +1.15% | 0.940 | +33.74% | +124.72% | 15104.183 | Hardware | |
KEX | Kirby Corp | 812,283 | 97254.640 | +5.68% | 2.020 | +0.11% | 1.400 | -2.91% | +55.24% | 7053.957 | Transportation | |
KRYS | Krystal Biotech Inc | 521,093 | 95693.520 | +5.15% | 1.980 | +0.10% | 1.810 | -16.62% | +39.25% | 4963.099 | Biotechnology | |
ACIW | ACI Worldwide Inc | 2,400,340 | 95029.460 | +44.88% | 1.970 | +0.61% | 2.290 | +15.29% | +60.69% | 5145.997 | Software |
Hood River Capital Management LLC's Historical Top Holdings Breakdowns
Hood River Capital Management LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
DKNG | DraftKings Inc | 2024-06-30 | Sold Out | -1.79% | 35.13 ($41.51) 47.2 | $36.60 | -11.83% | Sold Out | 0 | -1,763,944 | |
WAL | Western Alliance Bancorp | 2024-06-30 | Reduce | -1.55% | 55.28 ($60.48) 64.96 | $82.34 | 36.14% | Reduce -66.14% | 555,941 | -1,085,719 | |
ATKR | Atkore Inc | 2024-06-30 | Sold Out | -1.43% | 130.24 ($159.27) 193.58 | $85.71 | -46.19% | Sold Out | 0 | -335,678 | |
VRT | Vertiv Holdings Co | 2024-06-30 | Reduce | -1.41% | 75.01 ($91.04) 106.17 | $108.36 | 19.02% | Reduce -50.52% | 757,391 | -773,241 | |
MTSI | MACOM Technology Solutions Holdings Inc | 2024-06-30 | Add | +1.20% | 92.81 ($101.96) 111.47 | $115.57 | 13.35% | Add 280.52% | 704,834 | 519,603 | |
NICE | NICE Ltd | 2024-06-30 | Sold Out | -1.20% | 161.78 ($205.74) 254.61 | $175.50 | -14.70% | Sold Out | 0 | -206,460 | |
ONTO | Onto Innovation Inc | 2024-06-30 | Reduce | -1.17% | 169.39 ($206.7) 233.63 | $201.28 | -2.62% | Reduce -43.08% | 382,630 | -289,600 | |
COHR | Coherent Corp | 2024-06-30 | Add | +1.15% | 49.26 ($60.12) 73.98 | $97.82 | 62.71% | Add 114.18% | 1,435,534 | 765,303 | |
FLR | Fluor Corp | 2024-06-30 | New Buy | +0.99% | 38.26 ($41.59) 45.35 | $52.83 | 27.03% | New holding | 1,092,064 | 1,092,064 | |
MTZ | MasTec Inc | 2024-06-30 | Add | +0.99% | 82.82 ($101.02) 112.25 | $122.32 | 21.08% | Add 59.77% | 1,194,250 | 446,762 |
Hood River Capital Management LLC Total Holding History ($B)
Hood River Capital Management LLC's Asset Allocation
Hood River Capital Management LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Hood River Capital Management LLC's Hypothetical Growth since 2024-06-30
Hood River Capital Management LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Hood River Capital Management LLC's Holdings Heat Map
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Hood River Capital Management LLC's Holdings Bubble Chart
Hood River Capital Management LLC News
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