13F HOLDINGS REPORT
Hood River Capital Management LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001214659-24-018932
Total Value
$6.19B
Positions
142
Other Managers
0
Confidential Omitted
No
Holdings (142)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FTAI AVIATION LTD | FTAIN | 1,915,915 | $254.6M | 4.11% |
| 2 | MASTEC INC | MTZ | 1,479,573 | $182.1M | 2.94% |
| 3 | ACI WORLDWIDE INC | ACIW | 3,274,196 | $166.7M | 2.69% |
| 4 | SEMTECH CORP | SMTC | 3,390,299 | $154.8M | 2.50% |
| 5 | COMFORT SYSTEMS USA INC | 199908104 | 388,842 | $151.8M | 2.45% |
| 6 | LANTHEUS HOLDINGS INC | LNTH | 1,211,952 | $133.0M | 2.15% |
| 7 | CLEAN HARBORS INC | CLH | 524,728 | $126.8M | 2.05% |
| 8 | COHERENT INC | COHR | 1,328,538 | $118.1M | 1.91% |
| 9 | Q2 HOLDINGS INC | QTWO | 1,445,376 | $115.3M | 1.86% |
| 10 | KIRBY CORP | KEX | 925,536 | $113.3M | 1.83% |
| 11 | APPLIED DIGITAL CORP | APLD | 13,682,568 | $112.9M | 1.82% |
| 12 | INSMED INC | INSM | 1,472,555 | $107.5M | 1.74% |
| 13 | VARONIS SYSTEMS INC | VRNS | 1,884,884 | $106.5M | 1.72% |
| 14 | AXON ENTERPRISE INC | AXON | 262,347 | $104.8M | 1.69% |
| 15 | WESTERN ALLIANCE BANCORP | WAL-PA | 1,205,586 | $104.3M | 1.68% |
| 16 | SWEETGREEN INC - CLASS A | SG | 2,729,757 | $96.8M | 1.56% |
| 17 | KRYSTAL BIOTECH INC | KRYS | 502,104 | $91.4M | 1.48% |
| 18 | COGENT COMMUNICATIONS HOLDINGS INC | CCOI | 1,179,472 | $89.5M | 1.45% |
| 19 | RADNET INC | RDNT | 1,282,998 | $89.0M | 1.44% |
| 20 | MACOM TECHNOLOGY SOLUTIONS H | 55405Y100 | 799,343 | $88.9M | 1.44% |
| 21 | EAGLE MATERIALS INC | 26969P108 | 305,735 | $87.9M | 1.42% |
| 22 | SHARKNINJA INC | SN | 805,667 | $87.6M | 1.41% |
| 23 | HCI GROUP INC | HCIIP | 812,668 | $87.0M | 1.40% |
| 24 | XPO INC | XPO | 770,115 | $82.8M | 1.34% |
| 25 | CLEARWATER ANALYTICS HDS-A | CWAN | 3,260,510 | $82.3M | 1.33% |
| 26 | ATRICURE INC | ATRC | 2,830,600 | $79.4M | 1.28% |
| 27 | KNIFE RIVER CORP | KNF | 869,103 | $77.7M | 1.25% |
| 28 | RXO INC | RXO | 2,753,788 | $77.1M | 1.24% |
| 29 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 8,144,637 | $76.5M | 1.23% |
| 30 | FORMFACTOR INC | FORM | 1,626,352 | $74.8M | 1.21% |
| 31 | OLLIES BARGAIN OUTLET HLDG INC | 681116109 | 765,993 | $74.5M | 1.20% |
| 32 | CYBERARK SOFTWARE LTD/ISRAEL | M2682V108 | 251,925 | $73.5M | 1.19% |
| 33 | KRATOS DEFENSE & SECURITY | 50077B207 | 3,112,972 | $72.5M | 1.17% |
| 34 | GRANITE CONSTRUCTION INC | GVA | 841,150 | $66.7M | 1.08% |
| 35 | LIFE TIME GROUP HOLDINGS INC | LTH | 2,722,597 | $66.5M | 1.07% |
| 36 | BLUEPRINT MEDICINES CORP | 09627Y109 | 672,436 | $62.2M | 1.00% |
| 37 | QXO INC | QXO-PB | 3,900,837 | $61.5M | 0.99% |
| 38 | OPTION CARE HEALTH INC | OPCH | 1,943,366 | $60.8M | 0.98% |
| 39 | REVOLUTION MEDICINES INC | RVMDW | 1,332,812 | $60.4M | 0.98% |
| 40 | FLUOR CORP | FLR | 1,232,671 | $58.8M | 0.95% |
| 41 | SITIME CORP | SITM | 332,328 | $57.0M | 0.92% |
| 42 | AXSOME THERAPEUTICS INC | AXSM | 625,084 | $56.2M | 0.91% |
| 43 | GLOBAL-E ONLINE LTD | GLBE | 1,455,156 | $55.9M | 0.90% |
| 44 | TRANSMEDICS GROUP INC | TMDX | 344,551 | $54.1M | 0.87% |
| 45 | OSI SYSTEMS INC | OSIS | 352,610 | $53.5M | 0.86% |
| 46 | NORTHERN OIL AND GAS INC | NOG | 1,493,211 | $52.9M | 0.85% |
| 47 | CYTOKINETICS INC | CYTK | 990,796 | $52.3M | 0.84% |
| 48 | DENISON MINES CORP | DNN | 28,422,354 | $52.0M | 0.84% |
| 49 | CAESARS ENTERTAINMENT INC | 12769G100 | 1,242,140 | $51.8M | 0.84% |
| 50 | HA SUSTAINABLE INFRASTRUCTURE | 41068X100 | 1,502,841 | $51.8M | 0.84% |
| 51 | VIKING THERAPEUTICS INC | VKTX | 815,678 | $51.6M | 0.83% |
| 52 | EXLSERVICE HOLDINGS INC | EXLS | 1,337,786 | $51.0M | 0.82% |
| 53 | CIENA CORP | CIEN | 805,981 | $49.6M | 0.80% |
| 54 | CUSTOMERS BANCO | CUBB | 1,049,616 | $48.8M | 0.79% |
| 55 | BIOHAVEN LTD | BHVN | 902,888 | $45.1M | 0.73% |
| 56 | VICTORIAS SECRET & COMPANY CMN | 926400102 | 1,735,948 | $44.6M | 0.72% |
| 57 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 599,991 | $43.9M | 0.71% |
| 58 | CRINETICS PHARMACEUTICALS IN | CRNX | 834,912 | $42.7M | 0.69% |
| 59 | ALIGNMENT HEALTHCARE INC | ALHC | 3,547,783 | $41.9M | 0.68% |
| 60 | FTAI INFRASTRUCTURE LLC | FIP | 4,439,273 | $41.6M | 0.67% |
| 61 | VERONA PHARMA PLC - ADR | 925050106 | 1,433,934 | $41.3M | 0.67% |
| 62 | DIGITALOCEAN HOLDINGS INC | DOCN | 1,018,042 | $41.1M | 0.66% |
| 63 | TG THERAPEUTICS INC | TGTX | 1,630,349 | $38.1M | 0.62% |
| 64 | GENIUS SPORTS LTD | GENI | 4,730,748 | $37.1M | 0.60% |
| 65 | EVOLENT HEALTH INC - A | EVH | 1,292,379 | $36.5M | 0.59% |
| 66 | FABRINET | FN | 151,504 | $35.8M | 0.58% |
| 67 | SPX TECHNOLOGIES INC | SPXC | 215,802 | $34.4M | 0.56% |
| 68 | SMITH DOUGLAS HOMES CORP | SDHC | 903,951 | $34.2M | 0.55% |
| 69 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 1,431,940 | $33.8M | 0.55% |
| 70 | TFI INTERNATIONAL INC | 87241L109 | 244,864 | $33.5M | 0.54% |
| 71 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 646,662 | $32.6M | 0.53% |
| 72 | IMMUNOVANT INC | IMVT | 1,143,567 | $32.6M | 0.53% |
| 73 | RHYTHM PHARMACEUTICALS INC | RYTM | 614,598 | $32.2M | 0.52% |
| 74 | COUCHBASE INC | 22207T101 | 1,982,074 | $32.0M | 0.52% |
| 75 | PARSONS CORP | PSN | 307,889 | $31.9M | 0.52% |
| 76 | NEUROCRINE BIOSCIENCES INC | NBIX | 263,210 | $30.3M | 0.49% |
| 77 | MDU RESOURCES GROUP INC | 552690109 | 1,104,608 | $30.3M | 0.49% |
| 78 | CECO ENVIRONMENTAL CORP | CECO | 1,067,690 | $30.1M | 0.49% |
| 79 | DREAM FINDERS HOMES INC - A | DFH | 828,368 | $30.0M | 0.48% |
| 80 | FLOWSERVE CORP | FLS | 568,588 | $29.4M | 0.47% |
| 81 | TRANSCAT INC | TRNS | 242,277 | $29.3M | 0.47% |
| 82 | ODDITY TECH LTD-CL A | ODD | 717,825 | $29.0M | 0.47% |
| 83 | I3 VERTICALS INC-CLASS A | IIIV | 1,343,321 | $28.6M | 0.46% |
| 84 | ENSIGN GROUP INC/THE | ENSG | 191,828 | $27.6M | 0.45% |
| 85 | CONSTRUCTION PARTNERS INC-A | ROAD | 391,867 | $27.4M | 0.44% |
| 86 | LOVESAC CO/THE | LOVE | 927,716 | $26.6M | 0.43% |
| 87 | JFROG LTD | FROG | 703,395 | $20.4M | 0.33% |
| 88 | KORNIT DIGITAL LTD | KRNT | 747,077 | $19.3M | 0.31% |
| 89 | SCHOLAR ROCK HOLDING CORP | SRRK | 2,349,721 | $18.8M | 0.30% |
| 90 | ULTRA CLEAN HOLDINGS INC | UCTT | 458,533 | $18.3M | 0.30% |
| 91 | GFL ENVIRONMENTAL INC-SUB VT | GFL | 409,659 | $16.3M | 0.26% |
| 92 | HAEMONETICS CORP | HAE | 200,580 | $16.1M | 0.26% |
| 93 | SELECT MEDICAL HOLDINGS CORP | 81619Q105 | 347,831 | $12.1M | 0.20% |
| 94 | PACS GROUP INC | PACS | 278,027 | $11.1M | 0.18% |
| 95 | TTM TECHNOLOGIES | TTMI | 575,047 | $10.5M | 0.17% |
| 96 | MARVELL TECHNOLOGY GROUP LTD | MRVL | 140,886 | $10.2M | 0.16% |
| 97 | BOMBARDIER INC-B | 097751861 | 126,625 | $9.6M | 0.16% |
| 98 | SPROUTS FARMERS MARKET INC | 85208M102 | 87,129 | $9.6M | 0.16% |
| 99 | ARGAN INC | AGX | 92,763 | $9.4M | 0.15% |
| 100 | ROOT INC/OH | ROOT | 245,943 | $9.3M | 0.15% |
| 101 | DUPONT DE NEMOURS INC | DD | 100,789 | $9.0M | 0.15% |
| 102 | INDIE SEMICONDUCTOR INC-A | INDI | 2,238,861 | $8.9M | 0.14% |
| 103 | SCORPIO TANKERS INC | STNG | 111,088 | $7.9M | 0.13% |
| 104 | KURA SUSHI USA INC CLASS A | KRUS | 96,490 | $7.8M | 0.13% |
| 105 | VIKING HOLDINGS LTD | VIK | 221,466 | $7.7M | 0.12% |
| 106 | DAVE INC | 23834J201 | 188,825 | $7.5M | 0.12% |
| 107 | QUINSTREET INC | QNST | 378,863 | $7.2M | 0.12% |
| 108 | ACADIA PHARMEUTICALS INC | ACAD | 469,381 | $7.2M | 0.12% |
| 109 | NEXGEN ENERGY LTD | NXE | 1,071,586 | $7.0M | 0.11% |
| 110 | ANTERO RESOURCES CORP | AR | 239,934 | $6.9M | 0.11% |
| 111 | ABERCROMBIE & FITCH CO CL A | ANF | 45,615 | $6.4M | 0.10% |
| 112 | ELECTRONIC ARTS INC | EA | 44,356 | $6.4M | 0.10% |
| 113 | LANDSEA HOMES CORP | 51509P103 | 487,605 | $6.0M | 0.10% |
| 114 | MONGODB INC | MDB | 22,249 | $6.0M | 0.10% |
| 115 | SENTINELONE INC -CLASS A | S | 249,704 | $6.0M | 0.10% |
| 116 | ENTEGRIS INC | ENTG | 53,031 | $6.0M | 0.10% |
| 117 | CADENCE DESIGNS SYSTEMS | CDNS | 21,963 | $6.0M | 0.10% |
| 118 | CORNING INC | GLW | 130,254 | $5.9M | 0.09% |
| 119 | NRG ENERGY INC | NRG | 64,269 | $5.9M | 0.09% |
| 120 | RUSH STREET INTERACTIVE INC | RSI | 503,929 | $5.5M | 0.09% |
| 121 | REDDIT INC-CL A | RDDT | 76,560 | $5.0M | 0.08% |
| 122 | NATERA INC | NTRA | 39,388 | $5.0M | 0.08% |
| 123 | API GROUP CORP | APG | 143,116 | $4.7M | 0.08% |
| 124 | NATIONAL HEALTHCARE CORP | NHC | 35,522 | $4.5M | 0.07% |
| 125 | GUARDANT HEALTH INC | GH | 189,878 | $4.4M | 0.07% |
| 126 | XOMETRY INC-A | XMTR | 209,981 | $3.9M | 0.06% |
| 127 | COMMUNITY HEALTH SYSTEMS INC | 203668108 | 609,155 | $3.7M | 0.06% |
| 128 | MKS INSTRUMENTS INC | MKSI | 31,194 | $3.4M | 0.05% |
| 129 | EVERQUOTE INC - CLASS A | EVER | 156,455 | $3.3M | 0.05% |
| 130 | PROFICIENT AUTO LOGISTICS INC | PAL | 224,229 | $3.2M | 0.05% |
| 131 | CAMECO CORP | CCJ | 5,248 | $250,644 | 0.00% |
| 132 | DESPEGAR.COM CO | G27358103 | 15,711 | $194,816 | 0.00% |
| 133 | GRUPO FINANCIERO GALICIA-ADR | GGAL | 3,994 | $168,107 | 0.00% |
| 134 | BBB FOODS INC-CLASS A | TBBB | 5,387 | $161,610 | 0.00% |
| 135 | NAYAX LTD | NYAX | 5,772 | $145,514 | 0.00% |
| 136 | PENTAIR INC | PNR | 1,381 | $135,048 | 0.00% |
| 137 | BANCO MACRO SA-ADR | 05961W105 | 1,993 | $126,556 | 0.00% |
| 138 | CODERE ONLINE LUXEMBOURG SA | CDROW | 15,537 | $124,141 | 0.00% |
| 139 | BBVA ARGENTINA SA-ADR | BBAR | 11,026 | $114,340 | 0.00% |
| 140 | FERROGLOBE PLC | GSM | 22,614 | $104,929 | 0.00% |
| 141 | JUMIA TECHNOLOGIES AG-ADR | JMIA | 14,706 | $78,530 | 0.00% |
| 142 | ESTABLISHMENT LABS HOLDINGS | ESTA | 1,760 | $76,155 | 0.00% |