HOOD RIVER CAPITAL MANAGEMENT LLC

Adviser information for HOOD RIVER CAPITAL MANAGEMENT LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 17
Investment Advisory/Research 17
Registered Broker-Dealer Representatives 5
Registered State Investment Advisers 10
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 41 $3.7B
Non-Discretionary 0 $0
Total 41 $3.7B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals <5 $1.3M
Banking or thrift institutions 0 $0
Investment companies 2 $1.9B
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 15 $633.9M
Charitable organizations <5 $69.1M
State or municipal gov entities 5 $478.7M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 12 $515.5M
Other <5 $126.7M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clientsCOLLECTIVE INVESTMENT TRUST
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-77537
SEC ERA File Number 801-77537
SEC CIK Numbers 1578177
SEC CRD Numbers 166089
Legal Entity Identifier 254900CPT3XIXPUZZM51

Principal Office

2373 PGA BOULEVARD
SUITE 200
PALM BEACH GARDENS
FL
United States
Monday - Friday, 8:30 AM TO 5:30 PM
Tel: 561-484-5699, Fax: 503-221-0987

Chief Compliance Officer

ROBERT SCHMALTZ
CHIEF OPERATING OFFICER
6001 SHADY OAK ROAD
SUITE 200
MINNETONKA
MN
United States
Tel: 952-230-6161
Fax: 952-230-6141
(Full email address available in API data)

Regulatory Contact

KATHLEEN VON SCHLEGELL
COMPLIANCE DESIGNEE
6001 SHADY OAK ROAD
SUITE 200
MINNETONKA
MN
United States
Tel: 310-917-5602
Fax: 952-230-6141
(Full email address available in API data)

Industry Affiliates

MAR VISTA INVESTMENT PARTNERS, LLC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SMOLUCH, BRIAN, PAUL Individual MANAGING MEMBER, PORTFOLIO MANAGER 10/2012 < 5%
SWANK, DAVID, GORDON Individual MANAGING MEMBER, PORTFOLIO MANAGER 10/2012 < 5%
SCHMALTZ, ROBERT, ALOYS Individual CHIEF COMPLIANCE OFFICER 11/2014 < 5%
BPS MANAGEMENT INC. Domestic Entity MANAGING MEMBER 10/2022 50-75%
HOP BROOK CORP Domestic Entity MANAGING MEMBER 10/2022 25-50%
SMOLUCH, BRIAN, PAUL Individual BPS MANAGEMENT INC. OWNER 10/2022 > 75%
SWANK, DAVID, GORDON Individual HOP BROOK CORP OWNER 10/2022 > 75%

No. Employees, Historic

20100201920202021202220232024202514 on 11/26/201912 on 3/17/202011 on 5/4/202011 on 6/19/202011 on 11/19/202014 on 1/29/202114 on 2/2/202114 on 11/19/202114 on 11/19/202114 on 3/25/202214 on 6/9/202216 on 3/20/202317 on 3/26/2024

RAUM, Historic

4B2B020192020202120222023202420251749508891 on 11/26/20192355593473 on 3/17/20202355593473 on 5/4/20202355593473 on 6/19/20202355593473 on 11/19/20203113773135 on 1/29/20213113773135 on 2/2/20213113773135 on 11/19/20213113773135 on 11/19/20213401369937 on 3/25/20223401369937 on 6/9/20222780659201 on 3/20/20233702254198 on 3/26/2024

No. Clients, Historic

50250201920202021202220232024202536 on 11/26/201939 on 3/17/202039 on 5/4/202039 on 6/19/202039 on 11/19/202038 on 1/29/202138 on 2/2/202138 on 11/19/202138 on 11/19/202140 on 3/25/202240 on 6/9/202240 on 3/20/202341 on 3/26/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ACI WORLDWIDE INC COMMON STOCKS 95M 2M
ALIGNMENT HEALTHCARE INC COMMON STOCKS 24M 3M
AMER SPORTS INC COMMON STOCKS 49M 4M
AMERICAN SUPERCONDUCTOR CORP COMMON STOCKS 41M 2M
ANTERO RESOURCES CORP COMMON STOCKS 6M 185K
API GROUP CORP COMMON STOCKS 43M 1M
APPLIED DIGITAL CORP COMMON STOCKS 57M 10M
APPLIED OPTOELECTRONICS INC COMMON STOCKS 11M 1M
ARGAN INC COMMON STOCKS 5M 72K
ARHAUS INC COMMON STOCKS 17M 1M
ASPEN AEROGELS INC COMMON STOCKS 42M 2M
ATRICURE INC COMMON STOCKS 40M 2M
AXON ENTERPRISE INC COMMON STOCKS 66M 225K
AXSOME THERAPEUTICS INC COMMON STOCKS 44M 549K
BBB FOODS INC-CLASS A COMMON STOCKS 119K 5K
BIOHAVEN LTD COMMON STOCKS 13M 369K
BLUEPRINT MEDICINES CORP COMMON STOCKS 54M 503K
BOMBARDIER INC-B COMMON STOCKS 6M 98K
CADENCE DESIGNS SYSTEMS COMMON STOCKS 14M 45K
CAESARS ENTERTAINMENT INC COMMON STOCKS 43M 1M
CAMTEK LTD COMMON STOCKS 73M 585K
CAVA GROUP INC COMMON STOCKS 61M 657K
CECO ENVIRONMENTAL CORP COMMON STOCKS 15M 537K
CERUS CORP COMMON STOCKS 3M 1M
CHARLES RIV LABORATORIES INTL COMMON STOCKS 4M 19K
CLEAN HARBORS INC COMMON STOCKS 107M 475K
CLEARWATER ANALYTICS HDS-A COMMON STOCKS 43M 2M
COGENT COMMUNICATIONS HOLDINGS INC COMMON STOCKS 49M 874K
COHERENT INC COMMON STOCKS 104M 1M
COMFORT SYSTEMS USA INC COMMON STOCKS 108M 356K
COMMUNITY HEALTH SYSTEMS INC COMMON STOCKS 789K 235K
CONSTRUCTION PARTNERS INC-A COMMON STOCKS 26M 476K
COUCHBASE INC COMMON STOCKS 30M 2M
CRINETICS PHARMACEUTICALS IN COMMON STOCKS 18M 410K
CUSTOMERS BANCO COMMON STOCKS 26M 549K
CYBERARK SOFTWARE LTD/ISRAEL COMMON STOCKS 61M 224K
CYTOKINETICS INC COMMON STOCKS 40M 738K
DENISON MINES CORP COMMON STOCKS 50M 25M
DESPEGAR.COM CO COMMON STOCKS 191K 14K
DIGITALOCEAN HOLDINGS INC COMMON STOCKS 29M 824K
DUOLINGO COMMON STOCKS 27M 129K
DUPONT DE NEMOURS INC COMMON STOCKS 8M 93K
EAGLE MATERIALS INC COMMON STOCKS 58M 267K
ENTEGRIS INC COMMON STOCKS 7M 51K
ESTABLISHMENT LABS HOLDINGS COMMON STOCKS 43K 950
EVOLENT HEALTH INC - A COMMON STOCKS 31M 2M
EXSCIENTIA PLC COMMON STOCKS 14K 3K
FERROGLOBE PLC COMMON STOCKS 112K 21K
FIRSTCASH HOLDINGS INC COMMON STOCKS 64M 614K
FLOWSERVE CORP COMMON STOCKS 24M 497K
FLUOR CORP COMMON STOCKS 48M 1M
FORMFACTOR INC COMMON STOCKS 108M 2M
FTAI AVIATION LTD COMMON STOCKS 316M 3M
FTAI INFRASTRUCTURE LLC COMMON STOCKS 26M 3M
GENIUS SPORTS LTD COMMON STOCKS 11M 2M
GFL ENVIRONMENTAL INC-SUB VT COMMON STOCKS 12M 319K
GLOBAL-E ONLINE LTD COMMON STOCKS 36M 998K
GLOBANT SA COMMON STOCKS 4M 23K
GRANITE CONSTRUCTION INC COMMON STOCKS 29M 470K
GUARDANT HEALTH INC COMMON STOCKS 4M 147K
HA SUSTAINABLE INFRASTRUCTURE COMMON STOCKS 29M 988K
HAEMONETICS CORP COMMON STOCKS 20M 245K
HCI GROUP INC COMMON STOCKS 71M 768K
HIPPO HOLDINGS INC COMMON STOCKS 6M 322K
I3 VERTICALS INC-CLASS A COMMON STOCKS 26M 1M
ICHOR HOLDINGS LTD COMMON STOCKS 43M 1M
INDIE SEMICONDUCTOR INC-A COMMON STOCKS 21M 3M
INFINERA CORP COMMON STOCKS 29M 5M
INSMED INC COMMON STOCKS 88M 1M
INSPIRE MEDICAL SYSTEMS INC COMMON STOCKS 12M 93K
INSPIRED ENTERTAINMENT INC COMMON STOCKS 2M 179K
INTAPP INC COMMON STOCKS 8M 216K
INTRA-CELLULAR THERAPIES INC COMMON STOCKS 33M 488K
IOVANCE BIOTHERAPEUTICS INC COMMON STOCKS 22M 3M
IRIS ENERGY LTD COMMON STOCKS 14M 1M
ITRON INC COMMON STOCKS 23M 228K
JUMIA TECHNOLOGIES AG-ADR COMMON STOCKS 93K 13K
KASPI KZ JSC COMMON STOCKS 5M 36K
KIRBY CORP COMMON STOCKS 97M 812K
KNIFE RIVER CORP COMMON STOCKS 53M 761K
KRATOS DEFENSE & SECURITY COMMON STOCKS 54M 3M
KRYSTAL BIOTECH INC COMMON STOCKS 96M 521K
LANDSEA HOMES CORP COMMON STOCKS 2M 236K
LANTHEUS HOLDINGS INC COMMON STOCKS 86M 1M
LIFE TIME GROUP HOLDINGS INC COMMON STOCKS 34M 2M
LOVESAC CO/THE COMMON STOCKS 17M 774K
MACOM TECHNOLOGY SOLUTIONS H COMMON STOCKS 79M 705K
MARVELL TECHNOLOGY GROUP LTD COMMON STOCKS 8M 109K
MASTEC INC COMMON STOCKS 128M 1M
MAXLINEAR INC COMMON STOCKS 24M 1M
MDU RESOURCES GROUP INC COMMON STOCKS 24M 971K
MKS INSTRUMENTS INC COMMON STOCKS 5M 35K
MONEYLION INC COMMON STOCKS 4M 52K
NATERA INC COMMON STOCKS 3M 30K
NATIONAL HEALTHCARE CORP COMMON STOCKS 3M 23K
NAYAX LTD COMMON STOCKS 116K 5K
NEUROCRINE BIOSCIENCES INC COMMON STOCKS 34M 244K
NEXGEN ENERGY LTD COMMON STOCKS 6M 835K
NORTHERN OIL AND GAS INC COMMON STOCKS 36M 956K
NRG ENERGY INC COMMON STOCKS 4M 50K
ODDITY TECH LTD-CL A COMMON STOCKS 23M 596K
OLLIE'S BARGAIN OUTLET HLDG INC COMMON STOCKS 24M 241K
ONTO INNOVATION INC COMMON STOCKS 84M 383K
OPTION CARE HEALTH INC COMMON STOCKS 48M 2M
OSI SYSTEMS INC COMMON STOCKS 44M 317K
PACS GROUP INC COMMON STOCKS 5M 165K
PAYFARE INC COMMON STOCKS 2M 461K
PENTAIR INC COMMON STOCKS 97K 1K
PROFICIENT AUTO LOGISTICS INC COMMON STOCKS 6M 349K
Q2 HOLDINGS INC COMMON STOCKS 76M 1M
RADNET INC COMMON STOCKS 66M 1M
RAMBUS INC COMMON STOCKS 127M 2M
REV GROUP INC COMMON STOCKS 9M 368K
REVOLUTION MEDICINES INC COMMON STOCKS 35M 914K
ROOT INC/OH COMMON STOCKS 10M 188K
RXO INC COMMON STOCKS 43M 2M
SCHOLAR ROCK HOLDING CORP COMMON STOCKS 7M 833K
SCORPIO TANKERS INC COMMON STOCKS 9M 110K
SELECT MEDICAL HOLDINGS CORP COMMON STOCKS 15M 423K
SENTINELONE INC -CLASS A COMMON STOCKS 4M 193K
SHARKNINJA INC COMMON STOCKS 54M 713K
SILICON MOTION TECHNOL-ADR COMMON STOCKS 21M 262K
SKECHERS U S A INC CL A COMMON STOCKS 4M 55K
SPROTT PHYSICAL URANIUM TRUS COMMON STOCKS 207K 11K
SPROUTS FARMERS MARKET INC COMMON STOCKS 5M 56K
SPX TECHNOLOGIES INC COMMON STOCKS 27M 188K
SUPER HI INTERNATIONAL HOLDI COMMON STOCKS 1M 59K
SWEETGREEN INC - CLASS A COMMON STOCKS 50M 2M
TERAWULF INC COMMON STOCKS 21M 5M
TFI INTERNATIONAL INC COMMON STOCKS 31M 215K
TG THERAPEUTICS INC COMMON STOCKS 28M 2M
TRANSCAT INC COMMON STOCKS 24M 197K
TRANSMEDICS GROUP INC COMMON STOCKS 19M 125K
TTM TECHNOLOGIES COMMON STOCKS 9M 453K
ULTRA CLEAN HOLDINGS INC COMMON STOCKS 18M 366K
VARONIS SYSTEMS INC COMMON STOCKS 72M 1M
VEDANTA LTD COMMON STOCKS 101K 19K
VERONA PHARMA PLC - ADR COMMON STOCKS 15M 1M
VERTIV HOLDINGS LLC COMMON STOCKS 66M 757K
VIKING HOLDINGS LTD COMMON STOCKS 246K 7K
VIKING THERAPEUTICS INC COMMON STOCKS 38M 715K
WEBTOON ENTERTAINMENT INC COMMON STOCKS 10M 453K
WESTERN ALLIANCE BANCORP COMMON STOCKS 35M 556K
XPO INC COMMON STOCKS 62M 584K