Hood River Capital Management LLC [Rocket]

Holdings

Hood River Capital Management LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
MASTEC INC	MTZ	Common	1,124,153	-103,790	132,616,000,000	16,649,000,000	3.95	1.43	Hist	06/30/2023
FTAI Aviation Ltd.	FTAI	SHS	3,537,083	24,393	111,984,000,000	13,769,000,000	3.33	3.55	Hist	06/30/2023
Lantheus Holdings, Inc.	LNTH	COM	1,174,616	-459,010	98,574,000,000	-36,298,000,000	2.93	1.74	Hist	06/30/2023
AXCELIS TECHNOLOGIES INC	ACLS	COMMON	472,375	67,527	86,601,000,000	32,655,000,000	2.58	1.44	Hist	06/30/2023
RAMBUS INC	RMBS	Common	1,217,969	19,675	78,157,000,000	16,732,000,000	2.33	1.13	Hist	06/30/2023
COMFORT SYSTEMS USA INC	FIX	Common	472,789	6,400	77,632,000,000	9,558,000,000	2.31	1.32	Hist	06/30/2023
Celsius Holdings, Inc.	CELH	COM NEW	492,584	-65,343	73,489,000,000	21,635,000,000	2.19	0.64	Hist	06/30/2023
CLEAN HARBORS INC	CLHB	Common	427,166	6,903	70,239,000,000	10,326,000,000	2.09	0.79	Hist	06/30/2023
On Holding AG	ONON	Common	2,111,540	2,111,540	69,681,000,000	69,681,000,000	2.07	0.75	Hist	06/30/2023
SELECT MEDICAL HOLDINGS CORP	SEM	COM	2,121,506	-571,631	67,591,000,000	-2,027,000,000	2.01	1.67	Hist	06/30/2023
Axonics, Inc.	AXNX	Common	1,329,707	20,133	67,110,000,000	-4,340,000,000	2.00	2.66	Hist	06/30/2023
EAGLE MATERIALS INC	EXP	Common	359,478	881	67,014,000,000	14,390,000,000	1.99	1.02	Hist	06/30/2023
Kinsale Capital Group, Inc.	KNSL	STOCK	161,518	219	60,440,000,000	12,026,000,000	1.80	0.70	Hist	06/30/2023
HARMONIC INC	HLIT	Common	3,589,429	-560	58,041,000,000	5,663,000,000	1.73	3.23	Hist	06/30/2023
AEHR TEST SYSTEMS	AEHR	Common	1,393,845	-149,261	57,496,000,000	9,629,000,000	1.71	5.02	Hist	06/30/2023
Five9, Inc.	FIVN	COM	688,333	-45,633	56,753,000,000	3,695,000,000	1.69	0.97	Hist	06/30/2023
ImmunoGen, Inc.	IMGN	COM	2,983,671	2,983,671	56,302,000,000	56,302,000,000	1.68	1.32	Hist	06/30/2023
Applied Digital Corp.	APLD	COM NEW	5,849,857	1,178,074	54,696,000,000	44,231,000,000	1.63	6.16	Hist	06/30/2023
KIRBY CORP	KEX	Common	704,819	4,564	54,236,000,000	5,428,000,000	1.61	1.17	Hist	06/30/2023
DocGo Inc.	DCGO	Common	5,736,363	171,275	53,750,000,000	5,612,000,000	1.60	5.54	Hist	06/30/2023
Intra-Cellular Therapies, Inc.	ITCI	Common	839,130	10,243	53,134,000,000	8,250,000,000	1.58		Hist	06/30/2023
Krystal Biotech, Inc.	KRYS	Common	452,456	5,063	53,118,000,000	17,300,000,000	1.58	1.75	Hist	06/30/2023
DigitalOcean Holdings, Inc.	DOCN	Common	1,309,317	878,091	52,556,000,000	35,665,000,000	1.56	1.47	Hist	06/30/2023
FirstCash Holdings, Inc.	FCFS	Common	562,418	6,660	52,490,000,000	-513,000,000	1.56		Hist	06/30/2023
ONTO INNOVATION INC.	NANO	Common	445,712	62,381	51,912,000,000	18,225,000,000	1.54	0.91	Hist	06/30/2023
GXO Logistics, Inc.	GXO	COMMON STOCK	806,221	35,414	50,647,000,000	11,752,000,000	1.51	0.45	Hist	06/30/2023
WNS (HOLDINGS) LTD	WNS	SPON ADR	685,509	-106,602	50,536,000,000	-23,265,000,000	1.50	1.42	Hist	06/30/2023
Caesars Entertainment, Inc.	CZR	COM	925,240	12,300	47,159,000,000	2,598,000,000	1.40	0.43	Hist	06/30/2023
Sunnova Energy International Inc.	NOVA	Common	2,553,171	2,553,171	46,749,000,000	46,749,000,000	1.39	2.22	Hist	06/30/2023
SITIME Corp	SITM	Common	374,062	2,593	44,128,000,000	-8,706,000,000	1.31	1.72	Hist	06/30/2023
DraftKings Holdings Inc.	DKNG	Stock	1,639,955	12,366	43,574,000,000	12,064,000,000	1.30		Hist	06/30/2023
AXON ENTERPRISE, INC.	AAXN	COM	206,493	-261,068	40,291,000,000	-64,840,000,000	1.20	0.28	Hist	06/30/2023
Vertiv Holdings Co		Common	1,591,880	1,591,880	39,431,000,000	39,431,000,000	1.17	0.42	Hist	06/30/2023
ROGERS CORP	ROG	Common	243,428	-10,285	39,418,000,000	-2,046,000,000	1.17	1.31	Hist	06/30/2023
Crocs, Inc.	CROX	Common	349,807	349,807	39,332,000,000	39,332,000,000	1.17		Hist	06/30/2023
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