13F HOLDINGS REPORT
Hood River Capital Management LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001214659-25-007676
Total Value
$5.86B
Positions
144
Other Managers
0
Confidential Omitted
No
Holdings (144)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ACI WORLDWIDE INC | ACIW | 3,452,073 | $188.9M | 3.22% |
| 2 | MASTEC INC | MTZ | 1,554,387 | $181.4M | 3.10% |
| 3 | HCI GROUP INC | HCIIP | 941,323 | $140.5M | 2.40% |
| 4 | APPLIED DIGITAL CORP | APLD | 21,266,717 | $119.5M | 2.04% |
| 5 | INSMED INC | INSM | 1,558,286 | $118.9M | 2.03% |
| 6 | WESTERN ALLIANCE BANCORP | WAL-PA | 1,367,013 | $105.0M | 1.79% |
| 7 | NEW FORTRESS ENERGY INC | NFE | 12,564,654 | $104.4M | 1.78% |
| 8 | KNIFE RIVER CORP | KNF | 1,136,223 | $102.5M | 1.75% |
| 9 | VERONA PHARMA PLC - ADR | 925050106 | 1,532,348 | $97.3M | 1.66% |
| 10 | ALIGNMENT HEALTHCARE INC | ALHC | 5,205,912 | $96.9M | 1.65% |
| 11 | ATRICURE INC | ATRC | 2,999,207 | $96.8M | 1.65% |
| 12 | KRYSTAL BIOTECH INC | KRYS | 524,644 | $94.6M | 1.61% |
| 13 | DAVE INC | 23834J201 | 1,126,816 | $93.1M | 1.59% |
| 14 | VARONIS SYSTEMS INC | VRNS | 2,162,555 | $87.5M | 1.49% |
| 15 | CYBERARK SOFTWARE LTD/ISRAEL | M2682V108 | 257,601 | $87.1M | 1.49% |
| 16 | XPO INC | XPO | 794,788 | $85.5M | 1.46% |
| 17 | LIFE TIME GROUP HOLDINGS INC | LTH | 2,729,858 | $82.4M | 1.41% |
| 18 | VISHAY INTERTECHNOLOGY INC | VSH | 5,172,692 | $82.2M | 1.40% |
| 19 | MADRIGAL PHARMACEUTICALS INC | MDGL | 243,994 | $80.8M | 1.38% |
| 20 | SHARKNINJA INC | SN | 958,664 | $80.0M | 1.36% |
| 21 | BLUEPRINT MEDICINES CORP | 09627Y109 | 900,205 | $79.7M | 1.36% |
| 22 | FABRINET | FN | 391,837 | $77.4M | 1.32% |
| 23 | COMFORT SYSTEMS USA INC | 199908104 | 238,480 | $76.9M | 1.31% |
| 24 | SITIME CORP | SITM | 496,594 | $75.9M | 1.30% |
| 25 | LUMENTUM HOLDINGS INC | LITE | 1,211,902 | $75.5M | 1.29% |
| 26 | CUSTOMERS BANCO | CUBB | 1,499,609 | $75.3M | 1.28% |
| 27 | COGENT COMMUNICATIONS HOLDINGS INC | CCOI | 1,211,918 | $74.3M | 1.27% |
| 28 | EXLSERVICE HOLDINGS INC | EXLS | 1,564,969 | $73.9M | 1.26% |
| 29 | OSI SYSTEMS INC | OSIS | 373,158 | $72.5M | 1.24% |
| 30 | LANTHEUS HOLDINGS INC | LNTH | 740,153 | $72.2M | 1.23% |
| 31 | KRATOS DEFENSE & SECURITY | 50077B207 | 2,431,306 | $72.2M | 1.23% |
| 32 | EAGLE MATERIALS INC | 26969P108 | 316,578 | $70.3M | 1.20% |
| 33 | LATTICE SEMICONDUCTOR CORP | LSCC | 1,291,320 | $67.7M | 1.16% |
| 34 | RADNET INC | RDNT | 1,356,115 | $67.4M | 1.15% |
| 35 | GENIUS SPORTS LTD | GENI | 6,595,949 | $66.0M | 1.13% |
| 36 | CLEAN HARBORS INC | CLH | 328,673 | $64.8M | 1.11% |
| 37 | SCHOLAR ROCK HOLDING CORP | SRRK | 1,944,158 | $62.5M | 1.07% |
| 38 | TG THERAPEUTICS INC | TGTX | 1,556,488 | $61.4M | 1.05% |
| 39 | REVOLUTION MEDICINES INC | RVMDW | 1,717,048 | $60.7M | 1.04% |
| 40 | ZOOMINFO TECHNOLOGIES INC-A | GTM | 5,818,235 | $58.2M | 0.99% |
| 41 | CAMPING WORLD HOLDINGS INC-A | CWH | 3,554,133 | $57.4M | 0.98% |
| 42 | SEMTECH CORP | SMTC | 1,650,102 | $56.8M | 0.97% |
| 43 | ENOVIS CORP | ENOV | 1,442,583 | $55.1M | 0.94% |
| 44 | CHART INDUSTRIES INC | 16115Q308 | 376,995 | $54.4M | 0.93% |
| 45 | OLLIE'S BARGAIN OUTLET HLDG INC | 681116109 | 467,326 | $54.4M | 0.93% |
| 46 | TRANSMEDICS GROUP INC | TMDX | 795,771 | $53.5M | 0.91% |
| 47 | FIRSTCASH HOLDINGS INC | FCFS | 428,594 | $51.6M | 0.88% |
| 48 | FTAI AVIATION LTD | FTAIN | 464,294 | $51.6M | 0.88% |
| 49 | CIENA CORP | CIEN | 847,682 | $51.2M | 0.87% |
| 50 | CYTOKINETICS INC | CYTK | 1,256,580 | $50.5M | 0.86% |
| 51 | SELECT MEDICAL HOLDINGS CORP | 81619Q105 | 3,017,029 | $50.4M | 0.86% |
| 52 | ALPHA & OMEGA SEMICONDUCTOR | AOSL | 1,986,142 | $49.4M | 0.84% |
| 53 | RAMBUS INC | RMBS | 944,894 | $48.9M | 0.83% |
| 54 | LANDBRIDGE CO LLC-A | LB | 641,345 | $46.1M | 0.79% |
| 55 | HA SUSTAINABLE INFRASTRUCTURE | 41068X100 | 1,551,567 | $45.4M | 0.77% |
| 56 | TANDEM DIABETES CARE INC | TNDM | 2,312,044 | $44.3M | 0.76% |
| 57 | CECO ENVIRONMENTAL CORP | CECO | 1,927,668 | $44.0M | 0.75% |
| 58 | Q2 HOLDINGS INC | QTWO | 545,780 | $43.7M | 0.75% |
| 59 | FLOWSERVE CORP | FLS | 853,580 | $41.7M | 0.71% |
| 60 | NORTHERN OIL AND GAS INC | NOG | 1,377,980 | $41.7M | 0.71% |
| 61 | AXON ENTERPRISE INC | AXON | 77,258 | $40.6M | 0.69% |
| 62 | FLUOR CORP | FLR | 1,122,875 | $40.2M | 0.69% |
| 63 | ENSIGN GROUP INC/THE | ENSG | 304,754 | $39.4M | 0.67% |
| 64 | WAYSTAR HOLDING CORP | WAY | 1,011,502 | $37.8M | 0.64% |
| 65 | RXO INC | RXO | 1,966,334 | $37.6M | 0.64% |
| 66 | NEUROCRINE BIOSCIENCES INC | NBIX | 337,164 | $37.3M | 0.64% |
| 67 | JFROG LTD | FROG | 1,121,251 | $35.9M | 0.61% |
| 68 | GRANITE CONSTRUCTION INC | GVA | 473,856 | $35.7M | 0.61% |
| 69 | DENISON MINES CORP | DNN | 26,898,811 | $35.0M | 0.60% |
| 70 | RHYTHM PHARMACEUTICALS INC | RYTM | 659,431 | $34.9M | 0.60% |
| 71 | DIGITALOCEAN HOLDINGS INC | DOCN | 984,749 | $32.9M | 0.56% |
| 72 | INTERFACE INC | TILE | 1,629,742 | $32.3M | 0.55% |
| 73 | ODDITY TECH LTD-CL A | ODD | 737,499 | $31.9M | 0.54% |
| 74 | VERTEX INC - CLASS A | VERX | 901,873 | $31.6M | 0.54% |
| 75 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 9,216,040 | $30.7M | 0.52% |
| 76 | API GROUP CORP | APG | 855,771 | $30.6M | 0.52% |
| 77 | ESCO TECHNOLOGIES INC | ESE | 189,711 | $30.2M | 0.52% |
| 78 | KORNIT DIGITAL LTD | KRNT | 1,569,499 | $29.9M | 0.51% |
| 79 | COHERENT INC | COHR | 451,939 | $29.3M | 0.50% |
| 80 | CRINETICS PHARMACEUTICALS IN | CRNX | 872,635 | $29.3M | 0.50% |
| 81 | VAXCYTE INC | PCVX | 751,614 | $28.4M | 0.48% |
| 82 | CAREDX INC | CDNA | 1,583,956 | $28.1M | 0.48% |
| 83 | FTAI INFRASTRUCTURE LLC | FIP | 5,911,277 | $26.8M | 0.46% |
| 84 | UNIVERSAL TECHNICAL INSTITUT | UTI | 1,021,592 | $26.2M | 0.45% |
| 85 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 662,983 | $25.9M | 0.44% |
| 86 | PAR TECHNOLOGY CORP/DEL | PAR | 420,138 | $25.8M | 0.44% |
| 87 | TRANSCAT INC | TRNS | 341,148 | $25.4M | 0.43% |
| 88 | GFL ENVIRONMENTAL INC-SUB VT | GFL | 513,075 | $24.8M | 0.42% |
| 89 | TTM TECHNOLOGIES | TTMI | 1,113,394 | $22.8M | 0.39% |
| 90 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 1,239,096 | $22.5M | 0.38% |
| 91 | IMMUNOVANT INC | IMVT | 1,175,863 | $20.1M | 0.34% |
| 92 | MDU RESOURCES GROUP INC | 552690109 | 1,123,736 | $19.0M | 0.32% |
| 93 | SPROUTS FARMERS MARKET INC | 85208M102 | 108,649 | $16.6M | 0.28% |
| 94 | ACADEMY SPORTS & OUTDOORS IN | ASO | 347,848 | $15.9M | 0.27% |
| 95 | LOVESAC CO/THE | LOVE | 842,206 | $15.3M | 0.26% |
| 96 | ANTERO RESOURCES CORP | AR | 368,994 | $14.9M | 0.25% |
| 97 | MODINE MANUFACTURING CO | 607828100 | 174,892 | $13.4M | 0.23% |
| 98 | CELSIUS HOLDINGS INC | CELH | 372,567 | $13.3M | 0.23% |
| 99 | CORE SCIENTIFIC INC | 21874A106 | 1,760,170 | $12.7M | 0.22% |
| 100 | NRG ENERGY INC | NRG | 120,638 | $11.5M | 0.20% |
| 101 | BUTTERFLY NETWORK INC | BFLY | 4,950,868 | $11.3M | 0.19% |
| 102 | SWEETGREEN INC - CLASS A | SG | 423,707 | $10.6M | 0.18% |
| 103 | GUARDANT HEALTH INC | GH | 236,064 | $10.1M | 0.17% |
| 104 | VIKING HOLDINGS LTD | VIK | 241,992 | $9.6M | 0.16% |
| 105 | TWILIO INC - A | TWLO | 98,061 | $9.6M | 0.16% |
| 106 | OKTA INC | OKTA | 84,233 | $8.9M | 0.15% |
| 107 | REDDIT INC-CL A | RDDT | 83,388 | $8.7M | 0.15% |
| 108 | BBB FOODS INC-CLASS A | TBBB | 314,711 | $8.4M | 0.14% |
| 109 | XOMETRY INC-A | XMTR | 312,112 | $7.8M | 0.13% |
| 110 | ARGAN INC | AGX | 58,622 | $7.7M | 0.13% |
| 111 | SELECT WATER SOLUTIONS INC | WTTR | 730,137 | $7.7M | 0.13% |
| 112 | AMER SPORTS INC | AS | 277,786 | $7.4M | 0.13% |
| 113 | DUPONT DE NEMOURS INC | DD | 99,200 | $7.4M | 0.13% |
| 114 | CORNING INC | GLW | 161,778 | $7.4M | 0.13% |
| 115 | SYMBOTIC INC | SYM | 365,521 | $7.4M | 0.13% |
| 116 | PRIORITY TECHNOLOGY HOLDINGS | PRTHU | 1,076,166 | $7.3M | 0.13% |
| 117 | RUSH STREET INTERACTIVE INC | RSI | 675,089 | $7.2M | 0.12% |
| 118 | KASPI KZ JSC | 48581R205 | 75,024 | $7.0M | 0.12% |
| 119 | CADENCE DESIGNS SYSTEMS | CDNS | 27,351 | $7.0M | 0.12% |
| 120 | EXPAND ENERGY CORP | EXE | 59,561 | $6.6M | 0.11% |
| 121 | NORTHPOINTE BANCSHARES INC | NPB | 455,646 | $6.6M | 0.11% |
| 122 | TAPESTRY INC | TPR | 93,427 | $6.6M | 0.11% |
| 123 | NEXGEN ENERGY LTD | NXE | 1,447,652 | $6.5M | 0.11% |
| 124 | QUINSTREET INC | QNST | 362,312 | $6.5M | 0.11% |
| 125 | CELESTICA INC | CLS | 76,200 | $6.0M | 0.10% |
| 126 | CONCENTRA GROUP HOLDINGS PAR | CON | 265,914 | $5.8M | 0.10% |
| 127 | INFINITY NATURAL RESOUR-CL A | 456941103 | 305,425 | $5.7M | 0.10% |
| 128 | TAKE-TWO INTERACTIVE SOFTWRE | TTWO | 27,605 | $5.7M | 0.10% |
| 129 | PTC THERAPEUTICS INC | PTCT | 84,372 | $4.3M | 0.07% |
| 130 | NATIONAL HEALTHCARE CORP | NHC | 44,055 | $4.1M | 0.07% |
| 131 | BOMBARDIER INC-B | 097751861 | 71,999 | $4.1M | 0.07% |
| 132 | HUBBELL INC | HUBB | 11,688 | $3.9M | 0.07% |
| 133 | NEOGENOMICS INC | NEO | 341,936 | $3.2M | 0.06% |
| 134 | POWERFLEET INC | AIOT | 555,551 | $3.0M | 0.05% |
| 135 | COMMUNITY HEALTH SYSTEMS INC | 203668108 | 761,967 | $2.1M | 0.04% |
| 136 | VIKING THERAPEUTICS INC | VKTX | 51,400 | $1.2M | 0.02% |
| 137 | QIFU TECHNOLOGY INC | QFNHF | 26,300 | $1.2M | 0.02% |
| 138 | BANCOLOMBIA S.A.-SPONS ADR | 05968L102 | 28,400 | $1.1M | 0.02% |
| 139 | LEXINFINTECH HOLDINGS L-ADR | LX | 111,000 | $1.1M | 0.02% |
| 140 | ESTABLISHMENT LABS HOLDINGS | ESTA | 22,299 | $909,911 | 0.02% |
| 141 | CAMECO CORP | CCJ | 21,887 | $900,869 | 0.02% |
| 142 | SIMILARWEB LTD | SMWB | 65,000 | $537,550 | 0.01% |
| 143 | CHINA YUCHAI INTL LTD | G21082105 | 13,938 | $236,807 | 0.00% |
| 144 | VNET GROUP INC-ADR | VNET | 21,582 | $176,972 | 0.00% |