13F HOLDINGS REPORT
Hood River Capital Management LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001214659-25-016490
Total Value
$8.47B
Positions
156
Other Managers
0
Confidential Omitted
No
Holdings (156)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLIED DIGITAL CORP | APLD | 21,046,654 | $482.8M | 5.70% |
| 2 | MASTEC INC | MTZ | 1,646,425 | $350.4M | 4.14% |
| 3 | KRATOS DEFENSE & SECURITY | 50077B207 | 2,693,153 | $246.1M | 2.91% |
| 4 | DAVE INC | 23834J201 | 1,080,809 | $215.5M | 2.54% |
| 5 | COMFORT SYSTEMS USA INC | 199908104 | 241,191 | $199.0M | 2.35% |
| 6 | CIENA CORP | CIEN | 1,183,207 | $172.4M | 2.04% |
| 7 | ACI WORLDWIDE INC | ACIW | 2,982,235 | $157.4M | 1.86% |
| 8 | SEMTECH CORP | SMTC | 2,196,663 | $157.0M | 1.85% |
| 9 | QXO INC | QXO-PB | 8,222,461 | $156.7M | 1.85% |
| 10 | XPO INC | XPO | 1,127,959 | $145.8M | 1.72% |
| 11 | HCI GROUP INC | HCIIP | 740,610 | $142.1M | 1.68% |
| 12 | SITIME CORP | SITM | 469,057 | $141.3M | 1.67% |
| 13 | OLLIES BARGAIN OUTLET HLDG INC | 681116109 | 1,073,239 | $137.8M | 1.63% |
| 14 | FIRSTCASH HOLDINGS INC | FCFS | 807,714 | $128.0M | 1.51% |
| 15 | INSMED INC | INSM | 881,403 | $126.9M | 1.50% |
| 16 | ONDAS HOLDINGS INC | ONDS | 16,101,140 | $124.3M | 1.47% |
| 17 | LIFE TIME GROUP HOLDINGS INC | LTH | 4,313,627 | $119.1M | 1.41% |
| 18 | CUSTOMERS BANCO | CUBB | 1,712,102 | $111.9M | 1.32% |
| 19 | MADRIGAL PHARMACEUTICALS INC | MDGL | 242,808 | $111.4M | 1.31% |
| 20 | UNITY SOFTWARE INC | U | 2,775,655 | $111.1M | 1.31% |
| 21 | VARONIS SYSTEMS INC | VRNS | 1,908,011 | $109.7M | 1.29% |
| 22 | TOWER SEMICONDUCTOR LTD | TSEM | 1,510,590 | $109.2M | 1.29% |
| 23 | ATRICURE INC | ATRC | 3,045,587 | $107.4M | 1.27% |
| 24 | KRYSTAL BIOTECH INC | KRYS | 606,946 | $107.1M | 1.27% |
| 25 | RADNET INC | RDNT | 1,371,294 | $104.5M | 1.23% |
| 26 | ALIGNMENT HEALTHCARE INC | ALHC | 5,917,429 | $103.3M | 1.22% |
| 27 | LUMENTUM HOLDINGS INC | LITE | 598,819 | $97.4M | 1.15% |
| 28 | OSI SYSTEMS INC | OSIS | 371,228 | $92.5M | 1.09% |
| 29 | EXLSERVICE HOLDINGS INC | EXLS | 2,070,688 | $91.2M | 1.08% |
| 30 | PEGASYTEMS INC | PEGA | 1,578,448 | $90.8M | 1.07% |
| 31 | GRANITE CONSTRUCTION INC | GVA | 825,625 | $90.5M | 1.07% |
| 32 | RAMBUS INC | RMBS | 838,440 | $87.4M | 1.03% |
| 33 | GENIUS SPORTS LTD | GENI | 6,811,420 | $84.3M | 1.00% |
| 34 | ENSIGN GROUP INC/THE | ENSG | 487,287 | $84.2M | 0.99% |
| 35 | FABRINET | FN | 222,175 | $81.0M | 0.96% |
| 36 | CELSIUS HOLDINGS INC | CELH | 1,373,688 | $79.0M | 0.93% |
| 37 | API GROUP CORP | APG | 2,272,994 | $78.1M | 0.92% |
| 38 | TRANSMEDICS GROUP INC | TMDX | 678,437 | $76.1M | 0.90% |
| 39 | MODINE MANUFACTURING CO | 607828100 | 532,102 | $75.6M | 0.89% |
| 40 | SCHOLAR ROCK HOLDING CORP | SRRK | 2,014,393 | $75.0M | 0.89% |
| 41 | OKLO INC | OKLO | 662,576 | $74.0M | 0.87% |
| 42 | SIGNET JEWELERS LTD | SIG | 768,281 | $73.7M | 0.87% |
| 43 | CLEARWATER ANALYTICS HDS-A | CWAN | 4,064,898 | $73.2M | 0.86% |
| 44 | DENISON MINES CORP | DNN | 26,243,203 | $72.2M | 0.85% |
| 45 | PARSONS CORP | PSN | 853,320 | $70.8M | 0.84% |
| 46 | NEUROCRINE BIOSCIENCES INC | NBIX | 501,491 | $70.4M | 0.83% |
| 47 | HUT 8 CORP | HUT | 1,984,919 | $69.1M | 0.82% |
| 48 | EAGLE MATERIALS INC | 26969P108 | 289,785 | $67.5M | 0.80% |
| 49 | EAST WEST BANCORP INC | EWBC | 630,928 | $67.2M | 0.79% |
| 50 | BRIDGEBIO PHARMA INC | BBIO | 1,243,545 | $64.6M | 0.76% |
| 51 | MIRION TECHNOLOGIES INC | MIR | 2,763,284 | $64.3M | 0.76% |
| 52 | ESCO TECHNOLOGIES INC | ESE | 295,072 | $62.3M | 0.74% |
| 53 | PTC THERAPEUTICS INC | PTCT | 995,782 | $61.1M | 0.72% |
| 54 | RUSH STREET INTERACTIVE INC | RSI | 2,808,688 | $57.5M | 0.68% |
| 55 | WESTERN ALLIANCE BANCORP | WAL-PA | 659,445 | $57.2M | 0.68% |
| 56 | TG THERAPEUTICS INC | TGTX | 1,552,788 | $56.1M | 0.66% |
| 57 | BLACKBERRY LTD | BB | 11,007,928 | $53.7M | 0.63% |
| 58 | LATTICE SEMICONDUCTOR CORP | LSCC | 719,069 | $52.7M | 0.62% |
| 59 | AXON ENTERPRISE INC | AXON | 73,261 | $52.6M | 0.62% |
| 60 | ENOVIS CORP | ENOV | 1,728,231 | $52.4M | 0.62% |
| 61 | CAMPING WORLD HOLDINGS INC-A | CWH | 3,166,578 | $50.0M | 0.59% |
| 62 | KARMAN HOLDINGS INC | KRMN | 688,205 | $49.7M | 0.59% |
| 63 | GLOBALSTAR | GSAT | 1,329,111 | $48.4M | 0.57% |
| 64 | UNIVERSAL TECHNICAL INSTITUT | UTI | 1,457,960 | $47.5M | 0.56% |
| 65 | ODDITY TECH LTD-CL A | ODD | 756,418 | $47.1M | 0.56% |
| 66 | INTERFACE INC | TILE | 1,604,700 | $46.4M | 0.55% |
| 67 | AXSOME THERAPEUTICS INC | AXSM | 359,957 | $43.7M | 0.52% |
| 68 | REVOLUTION MEDICINES INC | RVMDW | 928,123 | $43.3M | 0.51% |
| 69 | Q2 HOLDINGS INC | QTWO | 593,612 | $43.0M | 0.51% |
| 70 | SOLENO THERAPEUTICS INC | SLNO | 613,394 | $41.5M | 0.49% |
| 71 | APPLIED OPTOELECTRONICS INC | AAOI | 1,575,623 | $40.9M | 0.48% |
| 72 | DIGITALOCEAN HOLDINGS INC | DOCN | 1,132,369 | $38.7M | 0.46% |
| 73 | ACADEMY SPORTS & OUTDOORS IN | ASO | 772,448 | $38.6M | 0.46% |
| 74 | WAYSTAR HOLDING CORP | WAY | 1,012,172 | $38.4M | 0.45% |
| 75 | CRINETICS PHARMACEUTICALS IN | CRNX | 883,004 | $36.8M | 0.43% |
| 76 | TTM TECHNOLOGIES | TTMI | 637,851 | $36.7M | 0.43% |
| 77 | RED CAT HOLDINGS INC | RCAT | 3,498,918 | $36.2M | 0.43% |
| 78 | LANDBRIDGE CO LLC-A | LB | 670,686 | $35.8M | 0.42% |
| 79 | TRANSCAT INC | TRNS | 477,219 | $34.9M | 0.41% |
| 80 | NCINO INC | NCNO | 1,213,120 | $32.9M | 0.39% |
| 81 | FLOWSERVE CORP | FLS | 608,816 | $32.4M | 0.38% |
| 82 | FIVE BELOW | FIVE | 208,782 | $32.3M | 0.38% |
| 83 | NORTHERN OIL AND GAS INC | NOG | 1,256,799 | $31.2M | 0.37% |
| 84 | TANDEM DIABETES CARE INC | TNDM | 2,551,644 | $31.0M | 0.37% |
| 85 | CLEAN HARBORS INC | CLH | 123,692 | $28.7M | 0.34% |
| 86 | CALIX INC. | CALX | 454,419 | $27.9M | 0.33% |
| 87 | WESBANCO INC | WSBCO | 871,211 | $27.8M | 0.33% |
| 88 | GFL ENVIRONMENTAL INC-SUB VT | GFL | 583,870 | $27.7M | 0.33% |
| 89 | BIOCRYST PHARMACEUTICALS INC | BCRX | 3,620,261 | $27.5M | 0.32% |
| 90 | FRESHPET INC | FRPT | 494,955 | $27.3M | 0.32% |
| 91 | KIRBY CORP | KEX | 325,050 | $27.1M | 0.32% |
| 92 | KORNIT DIGITAL LTD | KRNT | 1,928,795 | $26.0M | 0.31% |
| 93 | HA SUSTAINABLE INFRASTRUCTURE | 41068X100 | 825,517 | $25.3M | 0.30% |
| 94 | CECO ENVIRONMENTAL CORP | CECO | 492,374 | $25.2M | 0.30% |
| 95 | RHYTHM PHARMACEUTICALS INC | RYTM | 235,836 | $23.8M | 0.28% |
| 96 | XOMETRY INC-A | XMTR | 426,267 | $23.2M | 0.27% |
| 97 | SYMBOTIC INC | SYM | 422,210 | $22.8M | 0.27% |
| 98 | RXO INC | RXO | 1,388,549 | $21.4M | 0.25% |
| 99 | VISTEON CORP | VC | 177,802 | $21.3M | 0.25% |
| 100 | NRG ENERGY INC | NRG | 131,244 | $21.3M | 0.25% |
| 101 | KURA SUSHI USA INC CLASS A | KRUS | 345,010 | $20.5M | 0.24% |
| 102 | SELECT MEDICAL HOLDINGS CORP | 81619Q105 | 1,521,648 | $19.5M | 0.23% |
| 103 | HIPPO HOLDINGS INC | HIPOW | 524,039 | $18.9M | 0.22% |
| 104 | TAKE-TWO INTERACTIVE SOFTWRE | TTWO | 68,893 | $17.8M | 0.21% |
| 105 | SLIDE INSURANCE HOLDINGS INC | 831349105 | 1,084,716 | $17.1M | 0.20% |
| 106 | NLIGHT INC | LASR | 567,733 | $16.8M | 0.20% |
| 107 | LOVESAC CO/THE | LOVE | 976,038 | $16.5M | 0.20% |
| 108 | GUARDANT HEALTH INC | GH | 256,893 | $16.1M | 0.19% |
| 109 | REDDIT INC-CL A | RDDT | 67,011 | $15.4M | 0.18% |
| 110 | WATERBRIDGE INFRASTRUC-CL A | WBI | 600,031 | $15.1M | 0.18% |
| 111 | ALMONTY INDUSTRIES INC | 020398707 | 2,421,657 | $14.6M | 0.17% |
| 112 | CORNING INC | GLW | 176,603 | $14.5M | 0.17% |
| 113 | TWILIO INC - A | TWLO | 140,739 | $14.1M | 0.17% |
| 114 | ANTERO RESOURCES CORP | AR | 400,321 | $13.4M | 0.16% |
| 115 | VIKING HOLDINGS LTD | VIK | 208,104 | $12.9M | 0.15% |
| 116 | UNUSUAL MACHINES INC /US | 91532F102 | 840,301 | $12.7M | 0.15% |
| 117 | SPROUTS FARMERS MARKET INC | 85208M102 | 116,226 | $12.6M | 0.15% |
| 118 | PAR TECHNOLOGY CORP/DEL | PAR | 318,431 | $12.6M | 0.15% |
| 119 | ELECTRONIC ARTS INC | EA | 59,342 | $12.0M | 0.14% |
| 120 | COSTAR GROUP INC | CSGP | 138,064 | $11.6M | 0.14% |
| 121 | VERTIV HOLDINGS LLC | VRT | 71,192 | $10.7M | 0.13% |
| 122 | WILLIAMS SONOMA INC | WSM | 53,451 | $10.4M | 0.12% |
| 123 | BUTTERFLY NETWORK INC | BFLY | 5,406,126 | $10.4M | 0.12% |
| 124 | SOFI TECHNOLOGIES INC | SOFI | 389,953 | $10.3M | 0.12% |
| 125 | KESTRA MEDICAL TECHNOLOGIES | BEKE | 395,238 | $9.4M | 0.11% |
| 126 | AKERO THERAPEUTICS INC | 00973Y108 | 178,549 | $8.5M | 0.10% |
| 127 | DUPONT DE NEMOURS INC | DD | 108,767 | $8.5M | 0.10% |
| 128 | CURTISS WRIGHT CORP | CW | 13,498 | $7.3M | 0.09% |
| 129 | OKTA INC | OKTA | 78,759 | $7.2M | 0.09% |
| 130 | KASPI KZ JSC | 48581R205 | 88,368 | $7.2M | 0.09% |
| 131 | EXPAND ENERGY CORP | EXE | 65,463 | $7.0M | 0.08% |
| 132 | SEQUANS COMMUNICATIONS-ADR | SQNS | 731,541 | $6.9M | 0.08% |
| 133 | SEQUANS PREFUNDED WARRANTS | SQNS | 731,541 | $6.9M | 0.08% |
| 134 | AMER SPORTS INC | AS | 185,477 | $6.4M | 0.08% |
| 135 | COMSTOCK INC | LODE | 1,833,147 | $6.3M | 0.07% |
| 136 | NATIONAL HEALTHCARE CORP | NHC | 48,419 | $5.9M | 0.07% |
| 137 | CAMECO CORP | CCJ | 44,839 | $3.8M | 0.04% |
| 138 | SENSEONICS HOLDINGS INC | SENS | 8,554,118 | $3.7M | 0.04% |
| 139 | RED VIOLET INC | RDVT | 70,991 | $3.7M | 0.04% |
| 140 | BUILD-A-BEAR WORKSHOP INC | BBW | 53,443 | $3.5M | 0.04% |
| 141 | AURINIA PHARMACEUTICALS INC | AUPH | 269,312 | $3.0M | 0.04% |
| 142 | SEQUANS PREFUNDED WARRANTS | SQNS | 298,653 | $2.9M | 0.03% |
| 143 | SEQUANS COMMUNICATIONS-ADR | SQNS | 298,653 | $2.9M | 0.03% |
| 144 | ESTABLISHMENT LABS HOLDINGS | ESTA | 53,124 | $2.2M | 0.03% |
| 145 | GRUPO CIBEST SA-ADR | CIB | 38,836 | $2.0M | 0.02% |
| 146 | VERONA PHARMA PLC - ADR | 925050106 | 18,882 | $2.0M | 0.02% |
| 147 | OPERA LTD-ADR | OPRA | 83,413 | $1.7M | 0.02% |
| 148 | CREDICORP LTD | BAP | 6,000 | $1.6M | 0.02% |
| 149 | A2Z CUST2MATE SOLUTIONS CORP | AZ | 187,500 | $1.5M | 0.02% |
| 150 | IREN LTD | IREN | 28,500 | $1.3M | 0.02% |
| 151 | VNET GROUP INC-ADR | VNET | 101,000 | $1.0M | 0.01% |
| 152 | KINGSOFT CLOUD HOLDINGS-ADR | KCLHF | 53,000 | $790,760 | 0.01% |
| 153 | MINISO GROUP HOLDING LTD-ADR | MSOGF | 34,470 | $775,575 | 0.01% |
| 154 | GORILLA TECHNOLOGY GROUP INC | GRRRW | 37,100 | $684,866 | 0.01% |
| 155 | NEPTUNE INSURANCE HOLDI-CL A | 64073B103 | 35,000 | $665,000 | 0.01% |
| 156 | IMMUNOVANT INC | IMVT | 100 | $1,612 | 0.00% |