13F HOLDINGS REPORT
Hood River Capital Management LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001214659-25-012024
Total Value
$7.16B
Positions
148
Other Managers
0
Confidential Omitted
No
Holdings (148)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTEC INC | MTZ | 1,692,656 | $288.5M | 4.03% |
| 2 | DAVE INC | 23834J201 | 1,068,549 | $286.8M | 4.01% |
| 3 | APPLIED DIGITAL CORP | APLD | 21,859,031 | $220.1M | 3.07% |
| 4 | LUMENTUM HOLDINGS INC | LITE | 2,206,453 | $209.7M | 2.93% |
| 5 | QXO INC | QXO-PB | 8,302,495 | $178.8M | 2.50% |
| 6 | OLLIE'S BARGAIN OUTLET HLDG INC | 681116109 | 1,240,339 | $163.5M | 2.28% |
| 7 | ACI WORLDWIDE INC | ACIW | 3,366,045 | $154.5M | 2.16% |
| 8 | VERONA PHARMA PLC - ADR | 925050106 | 1,562,467 | $147.8M | 2.06% |
| 9 | HCI GROUP INC | HCIIP | 864,306 | $131.5M | 1.84% |
| 10 | COMFORT SYSTEMS USA INC | 199908104 | 243,385 | $130.5M | 1.82% |
| 11 | KRATOS DEFENSE & SECURITY | 50077B207 | 2,755,446 | $128.0M | 1.79% |
| 12 | XPO INC | XPO | 1,008,621 | $127.4M | 1.78% |
| 13 | SITIME CORP | SITM | 486,177 | $103.6M | 1.45% |
| 14 | SEMTECH CORP | SMTC | 2,244,631 | $101.3M | 1.41% |
| 15 | LIFE TIME GROUP HOLDINGS INC | LTH | 3,311,182 | $100.4M | 1.40% |
| 16 | ATRICURE INC | ATRC | 3,061,059 | $100.3M | 1.40% |
| 17 | CLEARWATER ANALYTICS HDS-A | CWAN | 4,519,134 | $99.1M | 1.38% |
| 18 | CIENA CORP | CIEN | 1,216,068 | $98.9M | 1.38% |
| 19 | CYBERARK SOFTWARE LTD/ISRAEL | M2682V108 | 239,366 | $97.4M | 1.36% |
| 20 | VARONIS SYSTEMS INC | VRNS | 1,916,267 | $97.3M | 1.36% |
| 21 | TRANSMEDICS GROUP INC | TMDX | 679,847 | $91.1M | 1.27% |
| 22 | INSMED INC | INSM | 899,603 | $90.5M | 1.26% |
| 23 | EXLSERVICE HOLDINGS INC | EXLS | 2,067,209 | $90.5M | 1.26% |
| 24 | CUSTOMERS BANCO | CUBB | 1,523,025 | $89.5M | 1.25% |
| 25 | OSI SYSTEMS INC | OSIS | 377,061 | $84.8M | 1.18% |
| 26 | FIRSTCASH HOLDINGS INC | FCFS | 611,045 | $82.6M | 1.15% |
| 27 | API GROUP CORP | APG | 1,543,815 | $78.8M | 1.10% |
| 28 | RADNET INC | RDNT | 1,377,142 | $78.4M | 1.09% |
| 29 | ALIGNMENT HEALTHCARE INC | ALHC | 5,517,336 | $77.2M | 1.08% |
| 30 | FABRINET | FN | 261,546 | $77.1M | 1.08% |
| 31 | ENSIGN GROUP INC/THE | ENSG | 492,016 | $75.9M | 1.06% |
| 32 | IREN LTD | IREN | 5,094,572 | $74.2M | 1.04% |
| 33 | MADRIGAL PHARMACEUTICALS INC | MDGL | 244,738 | $74.1M | 1.03% |
| 34 | KIRBY CORP | KEX | 650,595 | $73.8M | 1.03% |
| 35 | KRYSTAL BIOTECH INC | KRYS | 533,023 | $73.3M | 1.02% |
| 36 | GENIUS SPORTS LTD | GENI | 6,811,333 | $70.8M | 0.99% |
| 37 | SCHOLAR ROCK HOLDING CORP | SRRK | 1,974,964 | $70.0M | 0.98% |
| 38 | RAMBUS INC | RMBS | 955,600 | $61.2M | 0.85% |
| 39 | EAGLE MATERIALS INC | 26969P108 | 300,867 | $60.8M | 0.85% |
| 40 | AXON ENTERPRISE INC | AXON | 73,329 | $60.7M | 0.85% |
| 41 | GRANITE CONSTRUCTION INC | GVA | 647,093 | $60.5M | 0.84% |
| 42 | CELSIUS HOLDINGS INC | CELH | 1,302,164 | $60.4M | 0.84% |
| 43 | ESCO TECHNOLOGIES INC | ESE | 303,651 | $58.3M | 0.81% |
| 44 | Q2 HOLDINGS INC | QTWO | 621,450 | $58.2M | 0.81% |
| 45 | SIGNET JEWELERS LTD | SIG | 710,713 | $56.5M | 0.79% |
| 46 | TG THERAPEUTICS INC | TGTX | 1,567,506 | $56.4M | 0.79% |
| 47 | MODINE MANUFACTURING CO | 607828100 | 564,466 | $55.6M | 0.78% |
| 48 | CECO ENVIRONMENTAL CORP | CECO | 1,941,741 | $55.0M | 0.77% |
| 49 | ENOVIS CORP | ENOV | 1,735,533 | $54.4M | 0.76% |
| 50 | ODDITY TECH LTD-CL A | ODD | 715,915 | $54.0M | 0.75% |
| 51 | BLACKBERRY LTD | BB | 11,450,027 | $52.4M | 0.73% |
| 52 | DENISON MINES CORP | DNN | 26,596,628 | $48.4M | 0.68% |
| 53 | TANDEM DIABETES CARE INC | TNDM | 2,564,978 | $47.8M | 0.67% |
| 54 | UNIVERSAL TECHNICAL INSTITUT | UTI | 1,380,785 | $46.8M | 0.65% |
| 55 | JFROG LTD | FROG | 1,050,743 | $46.1M | 0.64% |
| 56 | WESTERN ALLIANCE BANCORP | WAL-PA | 582,747 | $45.4M | 0.63% |
| 57 | LANDBRIDGE CO LLC-A | LB | 669,678 | $45.3M | 0.63% |
| 58 | KORNIT DIGITAL LTD | KRNT | 2,182,569 | $43.5M | 0.61% |
| 59 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 1,168,906 | $42.9M | 0.60% |
| 60 | KNIFE RIVER CORP | KNF | 516,866 | $42.2M | 0.59% |
| 61 | WAYSTAR HOLDING CORP | WAY | 1,014,754 | $41.5M | 0.58% |
| 62 | REVOLUTION MEDICINES INC | RVMDW | 1,126,020 | $41.4M | 0.58% |
| 63 | CHART INDUSTRIES INC | 16115Q308 | 249,733 | $41.1M | 0.57% |
| 64 | OKLO INC | OKLO | 730,823 | $40.9M | 0.57% |
| 65 | AXSOME THERAPEUTICS INC | AXSM | 371,104 | $38.7M | 0.54% |
| 66 | LATTICE SEMICONDUCTOR CORP | LSCC | 759,869 | $37.2M | 0.52% |
| 67 | FTAI INFRASTRUCTURE LLC | FIP | 5,987,061 | $36.9M | 0.52% |
| 68 | KARMAN HOLDINGS INC | KRMN | 730,402 | $36.8M | 0.51% |
| 69 | REDWIRE CORP | RDW | 2,221,219 | $36.2M | 0.51% |
| 70 | ACADEMY SPORTS & OUTDOORS IN | ASO | 782,742 | $35.1M | 0.49% |
| 71 | NORTHERN OIL AND GAS INC | NOG | 1,222,845 | $34.7M | 0.48% |
| 72 | CAREDX INC | CDNA | 1,765,981 | $34.5M | 0.48% |
| 73 | RHYTHM PHARMACEUTICALS INC | RYTM | 543,688 | $34.4M | 0.48% |
| 74 | INTERFACE INC | TILE | 1,626,393 | $34.0M | 0.48% |
| 75 | TTM TECHNOLOGIES | TTMI | 831,743 | $34.0M | 0.47% |
| 76 | FRESHPET INC | FRPT | 495,952 | $33.7M | 0.47% |
| 77 | LANTHEUS HOLDINGS INC | LNTH | 407,177 | $33.3M | 0.47% |
| 78 | NEUROCRINE BIOSCIENCES INC | NBIX | 257,538 | $32.4M | 0.45% |
| 79 | NANO NUCLEAR ENERGY INC | NNE | 925,926 | $31.9M | 0.45% |
| 80 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 675,445 | $31.9M | 0.45% |
| 81 | MIRION TECHNOLOGIES INC | MIR | 1,470,273 | $31.7M | 0.44% |
| 82 | KURA SUSHI USA INC CLASS A | KRUS | 366,647 | $31.6M | 0.44% |
| 83 | SLIDE INSURANCE HOLDINGS INC | 831349105 | 1,456,254 | $31.5M | 0.44% |
| 84 | PTC THERAPEUTICS INC | PTCT | 636,502 | $31.1M | 0.43% |
| 85 | CLEAN HARBORS INC | CLH | 131,715 | $30.4M | 0.43% |
| 86 | WESBANCO INC | WSBCO | 944,339 | $29.9M | 0.42% |
| 87 | TRANSCAT INC | TRNS | 339,936 | $29.2M | 0.41% |
| 88 | ZOOMINFO TECHNOLOGIES INC | GTM | 2,858,740 | $28.9M | 0.40% |
| 89 | GFL ENVIRONMENTAL INC-SUB VT | GFL | 565,500 | $28.5M | 0.40% |
| 90 | NCINO INC | NCNO | 1,007,625 | $28.2M | 0.39% |
| 91 | PAR TECHNOLOGY CORP/DEL | PAR | 374,181 | $26.0M | 0.36% |
| 92 | CAMPING WORLD HOLDINGS INC-A | CWH | 1,501,767 | $25.8M | 0.36% |
| 93 | HINGE HEALTH INC-A | HNGE | 495,939 | $25.7M | 0.36% |
| 94 | CRINETICS PHARMACEUTICALS IN | CRNX | 888,470 | $25.6M | 0.36% |
| 95 | DIGITALOCEAN HOLDINGS INC | DOCN | 893,797 | $25.5M | 0.36% |
| 96 | SELECT MEDICAL HOLDINGS CORP | 81619Q105 | 1,656,822 | $25.2M | 0.35% |
| 97 | HA SUSTAINABLE INFRASTRUCTURE | 41068X100 | 837,189 | $22.5M | 0.31% |
| 98 | SEQUANS COMMUNICATIONS-ADR | SQNS | 14,113,159 | $20.7M | 0.29% |
| 99 | NRG ENERGY INC | NRG | 125,429 | $20.1M | 0.28% |
| 100 | SPROUTS FARMERS MARKET INC | 85208M102 | 110,743 | $18.2M | 0.25% |
| 101 | LOVESAC CO/THE | LOVE | 989,117 | $18.0M | 0.25% |
| 102 | TWILIO INC - A | TWLO | 133,529 | $16.6M | 0.23% |
| 103 | SYMBOTIC INC | SYM | 424,526 | $16.5M | 0.23% |
| 104 | TAKE-TWO INTERACTIVE SOFTWRE | TTWO | 65,449 | $15.9M | 0.22% |
| 105 | ANTERO RESOURCES CORP | AR | 381,706 | $15.4M | 0.21% |
| 106 | ONDAS HOLDINGS INC | ONDS | 7,540,974 | $14.5M | 0.20% |
| 107 | XOMETRY INC-A | XMTR | 404,853 | $13.7M | 0.19% |
| 108 | HIPPO HOLDINGS INC | HIPOW | 489,243 | $13.7M | 0.19% |
| 109 | GUARDANT HEALTH INC | GH | 245,701 | $12.8M | 0.18% |
| 110 | VIKING HOLDINGS LTD | VIK | 234,828 | $12.5M | 0.17% |
| 111 | SOFI TECHNOLOGIES INC | SOFI | 682,130 | $12.4M | 0.17% |
| 112 | CALIX INC. | CALX | 229,832 | $12.2M | 0.17% |
| 113 | PARSONS CORP | PSN | 155,394 | $11.2M | 0.16% |
| 114 | BIOCRYST PHARMACEUTICALS INC | BCRX | 1,243,934 | $11.1M | 0.16% |
| 115 | UNITY SOFTWARE INC | U | 455,508 | $11.0M | 0.15% |
| 116 | RUSH STREET INTERACTIVE INC | RSI | 700,997 | $10.4M | 0.15% |
| 117 | BUTTERFLY NETWORK INC | BFLY | 5,127,383 | $10.3M | 0.14% |
| 118 | RXO INC | RXO | 650,815 | $10.2M | 0.14% |
| 119 | BBB FOODS INC-CLASS A | TBBB | 339,938 | $9.4M | 0.13% |
| 120 | CORNING INC | GLW | 168,101 | $8.8M | 0.12% |
| 121 | AMER SPORTS INC | AS | 227,850 | $8.8M | 0.12% |
| 122 | CADENCE DESIGNS SYSTEMS | CDNS | 28,542 | $8.8M | 0.12% |
| 123 | OKTA INC | OKTA | 87,732 | $8.8M | 0.12% |
| 124 | VERTIV HOLDINGS LLC | VRT | 67,652 | $8.7M | 0.12% |
| 125 | WILLIAMS SONOMA INC | WSM | 50,608 | $8.3M | 0.12% |
| 126 | PRIORITY TECHNOLOGY HOLDINGS | PRTHU | 970,278 | $7.5M | 0.11% |
| 127 | EXPAND ENERGY CORP | EXE | 62,231 | $7.3M | 0.10% |
| 128 | KASPI KZ JSC | 48581R205 | 84,573 | $7.2M | 0.10% |
| 129 | DUPONT DE NEMOURS INC | DD | 103,273 | $7.1M | 0.10% |
| 130 | CURTISS WRIGHT CORP | CW | 12,772 | $6.2M | 0.09% |
| 131 | BIT DIGITAL INC | BTBT | 2,604,011 | $5.7M | 0.08% |
| 132 | NATIONAL HEALTHCARE CORP | NHC | 46,196 | $4.9M | 0.07% |
| 133 | TAPESTRY INC | TPR | 49,573 | $4.4M | 0.06% |
| 134 | SENSEONICS HOLDINGS INC | SENS | 7,923,179 | $3.8M | 0.05% |
| 135 | CAMECO CORP | CCJ | 46,794 | $3.5M | 0.05% |
| 136 | RED VIOLET INC | RDVT | 65,757 | $3.2M | 0.05% |
| 137 | COMMUNITY HEALTH SYSTEMS INC | 203668108 | 764,944 | $2.6M | 0.04% |
| 138 | ESTABLISHMENT LABS HOLDINGS | ESTA | 53,124 | $2.3M | 0.03% |
| 139 | GRUPO CIBEST SA-ADR | CIB | 38,836 | $1.8M | 0.03% |
| 140 | CREDICORP LTD | BAP | 6,000 | $1.3M | 0.02% |
| 141 | KARAT PACKAGING INC | KRT | 27,500 | $774,400 | 0.01% |
| 142 | GDS HOLDINGS LTD - ADR | GDHLF | 25,297 | $773,329 | 0.01% |
| 143 | GORILLA TECHNOLOGY GROUP INC | GRRRW | 37,100 | $737,919 | 0.01% |
| 144 | STONECO LTD-A | STNE | 41,600 | $667,264 | 0.01% |
| 145 | SIMILARWEB LTD | SMWB | 78,446 | $615,017 | 0.01% |
| 146 | PAGSEGURO DIGITAL LTD-CL A | PAGS | 57,000 | $549,480 | 0.01% |
| 147 | ATEGRITY SPECIALTY HOLDINGS | 04681Y103 | 24,501 | $527,262 | 0.01% |
| 148 | IMMUNOVANT INC | IMVT | 100 | $1,600 | 0.00% |