13F HOLDINGS REPORT
Hood River Capital Management LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001214659-25-002649
Total Value
$6.77B
Positions
159
Other Managers
0
Confidential Omitted
No
Holdings (159)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FTAI AVIATION LTD | FTAIN | 2,069,824 | $298.1M | 4.40% |
| 2 | SEMTECH CORP | SMTC | 3,450,042 | $213.4M | 3.15% |
| 3 | MASTEC INC | MTZ | 1,531,104 | $208.4M | 3.08% |
| 4 | ACI WORLDWIDE INC | ACIW | 3,374,507 | $175.2M | 2.59% |
| 5 | NEW FORTRESS ENERGY INC | NFE | 10,252,861 | $155.0M | 2.29% |
| 6 | AXON ENTERPRISE INC | AXON | 257,772 | $153.2M | 2.26% |
| 7 | APPLIED DIGITAL CORP | APLD | 15,147,422 | $115.7M | 1.71% |
| 8 | COGENT COMMUNICATIONS HOLDINGS INC | CCOI | 1,436,855 | $110.7M | 1.63% |
| 9 | HCI GROUP INC | HCIIP | 940,000 | $109.5M | 1.62% |
| 10 | INSMED INC | INSM | 1,525,628 | $105.3M | 1.56% |
| 11 | XPO INC | XPO | 798,543 | $104.7M | 1.55% |
| 12 | WESTERN ALLIANCE BANCORP | WAL-PA | 1,249,742 | $104.4M | 1.54% |
| 13 | SHARKNINJA INC | SN | 1,048,390 | $102.1M | 1.51% |
| 14 | COHERENT INC | COHR | 1,046,785 | $99.2M | 1.46% |
| 15 | COMFORT SYSTEMS USA INC | 199908104 | 232,053 | $98.4M | 1.45% |
| 16 | FLUOR CORP | FLR | 1,952,254 | $96.3M | 1.42% |
| 17 | VARONIS SYSTEMS INC | VRNS | 2,116,882 | $94.1M | 1.39% |
| 18 | Q2 HOLDINGS INC | QTWO | 931,939 | $93.8M | 1.38% |
| 19 | DAVE INC | 23834J201 | 1,068,756 | $92.9M | 1.37% |
| 20 | RADNET INC | RDNT | 1,322,879 | $92.4M | 1.36% |
| 21 | KNIFE RIVER CORP | KNF | 906,534 | $92.1M | 1.36% |
| 22 | SITIME CORP | SITM | 421,960 | $90.5M | 1.34% |
| 23 | ATRICURE INC | ATRC | 2,923,731 | $89.3M | 1.32% |
| 24 | OLLIES BARGAIN OUTLET HLDG INC | 681116109 | 787,934 | $86.5M | 1.28% |
| 25 | CYBERARK SOFTWARE LTD/ISRAEL | M2682V108 | 252,975 | $84.3M | 1.24% |
| 26 | SCHOLAR ROCK HOLDING CORP | SRRK | 1,898,641 | $82.1M | 1.21% |
| 27 | SWEETGREEN INC - CLASS A | SG | 2,521,396 | $80.8M | 1.19% |
| 28 | KRYSTAL BIOTECH INC | KRYS | 512,726 | $80.3M | 1.19% |
| 29 | CLEAN HARBORS INC | CLH | 341,701 | $78.6M | 1.16% |
| 30 | EAGLE MATERIALS INC | 26969P108 | 311,335 | $76.8M | 1.13% |
| 31 | BLUEPRINT MEDICINES CORP | 09627Y109 | 879,932 | $76.7M | 1.13% |
| 32 | REVOLUTION MEDICINES INC | RVMDW | 1,678,434 | $73.4M | 1.08% |
| 33 | DIODES INC | DIOD | 1,168,097 | $72.0M | 1.06% |
| 34 | CUSTOMERS BANCO | CUBB | 1,470,951 | $71.6M | 1.06% |
| 35 | VICTORIAS SECRET & COMPANY CMN | 926400102 | 1,724,125 | $71.4M | 1.05% |
| 36 | VERONA PHARMA PLC - ADR | 925050106 | 1,485,256 | $69.0M | 1.02% |
| 37 | LANTHEUS HOLDINGS INC | LNTH | 758,697 | $67.9M | 1.00% |
| 38 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 8,991,573 | $66.5M | 0.98% |
| 39 | KRATOS DEFENSE & SECURITY | 50077B207 | 2,373,151 | $62.6M | 0.92% |
| 40 | CAMPING WORLD HOLDINGS INC-A | CWH | 2,947,935 | $62.1M | 0.92% |
| 41 | LIFE TIME GROUP HOLDINGS INC | LTH | 2,787,210 | $61.7M | 0.91% |
| 42 | EXLSERVICE HOLDINGS INC | EXLS | 1,381,290 | $61.3M | 0.91% |
| 43 | RXO INC | RXO | 2,371,681 | $56.5M | 0.83% |
| 44 | ALIGNMENT HEALTHCARE INC | ALHC | 4,952,995 | $55.7M | 0.82% |
| 45 | AXSOME THERAPEUTICS INC | AXSM | 644,785 | $54.6M | 0.81% |
| 46 | OSI SYSTEMS INC | OSIS | 325,679 | $54.5M | 0.81% |
| 47 | VISHAY INTERTECHNOLOGY INC | VSH | 3,179,455 | $53.9M | 0.80% |
| 48 | BLACKBERRY LTD | BB | 14,091,726 | $53.3M | 0.79% |
| 49 | CECO ENVIRONMENTAL CORP | CECO | 1,740,740 | $52.6M | 0.78% |
| 50 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 615,161 | $51.4M | 0.76% |
| 51 | FABRINET | FN | 228,742 | $50.3M | 0.74% |
| 52 | NORTHERN OIL AND GAS INC | NOG | 1,352,583 | $50.3M | 0.74% |
| 53 | QXO INC | QXO-PB | 3,129,149 | $49.8M | 0.73% |
| 54 | GLOBAL-E ONLINE LTD | GLBE | 905,174 | $49.4M | 0.73% |
| 55 | NEUROCRINE BIOSCIENCES INC | NBIX | 355,058 | $48.5M | 0.72% |
| 56 | ZOOMINFO TECHNOLOGIES INC-A | GTM | 4,599,072 | $48.3M | 0.71% |
| 57 | DENISON MINES CORP | DNN | 26,621,140 | $47.9M | 0.71% |
| 58 | CIENA CORP | CIEN | 556,249 | $47.2M | 0.70% |
| 59 | CYTOKINETICS INC | CYTK | 989,248 | $46.5M | 0.69% |
| 60 | TANDEM DIABETES CARE INC | TNDM | 1,278,047 | $46.0M | 0.68% |
| 61 | LATTICE SEMICONDUCTOR CORP | LSCC | 779,300 | $44.1M | 0.65% |
| 62 | CLEARWATER ANALYTICS HDS-A | CWAN | 1,591,959 | $43.8M | 0.65% |
| 63 | TG THERAPEUTICS INC | TGTX | 1,455,323 | $43.8M | 0.65% |
| 64 | CRINETICS PHARMACEUTICALS IN | CRNX | 851,400 | $43.5M | 0.64% |
| 65 | GENIUS SPORTS LTD | GENI | 5,026,233 | $43.5M | 0.64% |
| 66 | HA SUSTAINABLE INFRASTRUCTURE | 41068X100 | 1,603,857 | $43.0M | 0.64% |
| 67 | FTAI INFRASTRUCTURE LLC | FIP | 5,891,840 | $42.8M | 0.63% |
| 68 | COUCHBASE INC | 22207T101 | 2,738,468 | $42.7M | 0.63% |
| 69 | ACADEMY SPORTS & OUTDOORS IN | ASO | 735,608 | $42.3M | 0.62% |
| 70 | ALPHA & OMEGA SEMICONDUCTOR | AOSL | 1,138,597 | $42.2M | 0.62% |
| 71 | LANDBRIDGE CO LLC-A | LB | 641,345 | $41.4M | 0.61% |
| 72 | ENSIGN GROUP INC/THE | ENSG | 304,309 | $40.4M | 0.60% |
| 73 | MADRIGAL PHARMACEUTICALS INC | MDGL | 127,839 | $39.4M | 0.58% |
| 74 | MACOM TECHNOLOGY SOLUTIONS H | 55405Y100 | 294,449 | $38.3M | 0.56% |
| 75 | RHYTHM PHARMACEUTICALS INC | RYTM | 643,691 | $36.0M | 0.53% |
| 76 | JFROG LTD | FROG | 1,213,862 | $35.7M | 0.53% |
| 77 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 649,590 | $35.2M | 0.52% |
| 78 | KIRBY CORP | KEX | 327,296 | $34.6M | 0.51% |
| 79 | KORNIT DIGITAL LTD | KRNT | 1,099,725 | $34.0M | 0.50% |
| 80 | SELECT MEDICAL HOLDINGS CORP | 81619Q105 | 1,755,733 | $33.1M | 0.49% |
| 81 | VAXCYTE INC | PCVX | 401,442 | $32.9M | 0.49% |
| 82 | DIGITALOCEAN HOLDINGS INC | DOCN | 963,049 | $32.8M | 0.48% |
| 83 | LUMENTUM HOLDINGS INC | LITE | 390,832 | $32.8M | 0.48% |
| 84 | FLOWSERVE CORP | FLS | 569,667 | $32.8M | 0.48% |
| 85 | ODDITY TECH LTD-CL A | ODD | 729,536 | $30.7M | 0.45% |
| 86 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 1,236,146 | $30.4M | 0.45% |
| 87 | PAR TECHNOLOGY CORP/DEL | PAR | 418,220 | $30.4M | 0.45% |
| 88 | BIOHAVEN LTD | BHVN | 783,672 | $29.3M | 0.43% |
| 89 | ENOVIS CORP | ENOV | 661,430 | $29.0M | 0.43% |
| 90 | INTERFACE INC | TILE | 1,186,750 | $28.9M | 0.43% |
| 91 | IMMUNOVANT INC | IMVT | 1,145,618 | $28.4M | 0.42% |
| 92 | LOVESAC CO/THE | LOVE | 986,947 | $23.4M | 0.34% |
| 93 | GFL ENVIRONMENTAL INC-SUB VT | GFL | 453,907 | $20.2M | 0.30% |
| 94 | MDU RESOURCES GROUP INC | 552690109 | 1,108,137 | $20.0M | 0.29% |
| 95 | MARVELL TECHNOLOGY GROUP LTD | MRVL | 171,765 | $19.0M | 0.28% |
| 96 | ONESTREAM INC | OS | 646,112 | $18.4M | 0.27% |
| 97 | KURA SUSHI USA INC CLASS A | KRUS | 201,806 | $18.3M | 0.27% |
| 98 | EVERUS CONSTRUCTION GROUP | EVEX-WT | 277,015 | $18.2M | 0.27% |
| 99 | I3 VERTICALS INC-CLASS A | IIIV | 743,705 | $17.1M | 0.25% |
| 100 | HAEMONETICS CORP | HAE | 214,290 | $16.7M | 0.25% |
| 101 | TTM TECHNOLOGIES | TTMI | 615,278 | $15.2M | 0.22% |
| 102 | REDDIT INC-CL A | RDDT | 80,678 | $13.2M | 0.19% |
| 103 | SPROUTS FARMERS MARKET INC | 85208M102 | 92,682 | $11.8M | 0.17% |
| 104 | XOMETRY INC-A | XMTR | 266,444 | $11.4M | 0.17% |
| 105 | ANTERO RESOURCES CORP | AR | 314,601 | $11.0M | 0.16% |
| 106 | VIKING HOLDINGS LTD | VIK | 241,124 | $10.6M | 0.16% |
| 107 | HUBBELL INC | HUBB | 19,863 | $8.3M | 0.12% |
| 108 | BOMBARDIER INC-B | 097751861 | 121,027 | $8.2M | 0.12% |
| 109 | NRG ENERGY INC | NRG | 89,303 | $8.1M | 0.12% |
| 110 | NEXGEN ENERGY LTD | NXE | 1,198,641 | $7.9M | 0.12% |
| 111 | RUSH STREET INTERACTIVE INC | RSI | 575,156 | $7.9M | 0.12% |
| 112 | QUINSTREET INC | QNST | 334,175 | $7.7M | 0.11% |
| 113 | TWILIO INC - A | TWLO | 69,564 | $7.5M | 0.11% |
| 114 | SELECT WATER SOLUTIONS INC | WTTR | 549,376 | $7.3M | 0.11% |
| 115 | SPORTRADAR GROUP AG-A | SRAD | 418,060 | $7.2M | 0.11% |
| 116 | CADENCE DESIGNS SYSTEMS | CDNS | 23,226 | $7.0M | 0.10% |
| 117 | CARILOHA INC - PROMISSORY NOTE | 99PNT71S7 | 6,660,819 | $6.7M | 0.10% |
| 118 | NATERA INC | NTRA | 41,648 | $6.6M | 0.10% |
| 119 | CORNING INC | GLW | 137,668 | $6.5M | 0.10% |
| 120 | DUPONT DE NEMOURS INC | DD | 84,565 | $6.4M | 0.10% |
| 121 | GUARDANT HEALTH INC | GH | 200,957 | $6.1M | 0.09% |
| 122 | SENTINELONE INC -CLASS A | S | 263,519 | $5.9M | 0.09% |
| 123 | SYMBOTIC INC | SYM | 240,571 | $5.7M | 0.08% |
| 124 | CONCENTRA GROUP HOLDINGS PAR | CON | 265,357 | $5.2M | 0.08% |
| 125 | TAPESTRY INC | TPR | 79,500 | $5.2M | 0.08% |
| 126 | AMER SPORTS INC | AS | 183,225 | $5.1M | 0.08% |
| 127 | EXPAND ENERGY CORP | EXE | 50,964 | $5.1M | 0.07% |
| 128 | ABERCROMBIE & FITCH CO CL A | ANF | 30,158 | $4.5M | 0.07% |
| 129 | ARGAN INC | AGX | 30,902 | $4.2M | 0.06% |
| 130 | SMITH DOUGLAS HOMES CORP | SDHC | 162,622 | $4.2M | 0.06% |
| 131 | NATIONAL HEALTHCARE CORP | NHC | 37,409 | $4.0M | 0.06% |
| 132 | MONGODB INC | MDB | 16,784 | $3.9M | 0.06% |
| 133 | AUDIOEYE INC | AEYE | 245,800 | $3.7M | 0.06% |
| 134 | ENTEGRIS INC | ENTG | 37,648 | $3.7M | 0.06% |
| 135 | POWERFLEET INC | AIOT | 514,960 | $3.4M | 0.05% |
| 136 | MKS INSTRUMENTS INC | MKSI | 32,826 | $3.4M | 0.05% |
| 137 | CANAAN INC | CAN | 962,234 | $2.0M | 0.03% |
| 138 | COMMUNITY HEALTH SYSTEMS INC | 203668108 | 640,935 | $1.9M | 0.03% |
| 139 | LANDSEA HOMES CORP | 51509P103 | 218,422 | $1.9M | 0.03% |
| 140 | VIKING THERAPEUTICS INC | VKTX | 43,530 | $1.8M | 0.03% |
| 141 | VERSABANK | VBNK | 61,267 | $848,548 | 0.01% |
| 142 | CAMECO CORP | CCJ | 13,581 | $697,928 | 0.01% |
| 143 | GRUPO FINANCIERO GALICIA-ADR | GGAL | 10,337 | $644,202 | 0.01% |
| 144 | TRANSPORTADOR GAS-ADR SP B | 893870204 | 21,999 | $643,911 | 0.01% |
| 145 | PAMPA ENERGIA SA-SPON ADR | 697660207 | 6,733 | $592,100 | 0.01% |
| 146 | DESPEGAR.COM CO | G27358103 | 28,921 | $556,729 | 0.01% |
| 147 | BBVA ARGENTINA SA-ADR | BBAR | 27,905 | $531,869 | 0.01% |
| 148 | TOWER SEMICONDUCTOR LTD | TSEM | 9,293 | $478,682 | 0.01% |
| 149 | CEVA INC | CEVA | 14,979 | $472,587 | 0.01% |
| 150 | TFI INTERNATIONAL INC | 87241L109 | 3,208 | $433,369 | 0.01% |
| 151 | BANCO MACRO SA-ADR | 05961W105 | 4,449 | $430,485 | 0.01% |
| 152 | NAYAX LTD | NYAX | 14,118 | $411,681 | 0.01% |
| 153 | BBB FOODS INC-CLASS A | TBBB | 13,176 | $372,617 | 0.01% |
| 154 | NVENT ELECTRIC PLC | NVT | 5,386 | $367,110 | 0.01% |
| 155 | BIRKENSTOCK HOLDING PLC | BIRK | 5,949 | $337,070 | 0.00% |
| 156 | PENTAIR INC | PNR | 3,134 | $315,406 | 0.00% |
| 157 | ESTABLISHMENT LABS HOLDINGS | ESTA | 5,920 | $272,734 | 0.00% |
| 158 | NEBIUS GROUP NV | NBIS | 7,864 | $217,833 | 0.00% |
| 159 | CODERE ONLINE LUXEMBOURG SA | CDROW | 25,596 | $165,094 | 0.00% |