13F HOLDINGS REPORT
Hood River Capital Management LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001214659-26-001836
Total Value
$9.12B
Positions
175
Other Managers
0
Confidential Omitted
No
Holdings (175)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLIED DIGITAL CORP | APLD | 22,037,431 | $540.4M | 5.92% |
| 2 | MASTEC INC | MTZ | 1,483,661 | $322.5M | 3.54% |
| 3 | DAVE INC | 23834J201 | 1,115,931 | $247.1M | 2.71% |
| 4 | COMFORT SYSTEMS USA INC | 199908104 | 245,857 | $229.5M | 2.52% |
| 5 | KRATOS DEFENSE & SECURITY | 50077B207 | 2,745,472 | $208.4M | 2.28% |
| 6 | FIRSTCASH HOLDINGS INC | FCFS | 1,116,102 | $177.9M | 1.95% |
| 7 | ONDAS INC | ONDS | 17,357,213 | $169.4M | 1.86% |
| 8 | SEMTECH CORP | SMTC | 2,236,224 | $164.8M | 1.81% |
| 9 | XPO INC | XPO | 1,148,950 | $156.2M | 1.71% |
| 10 | QXO INC | QXO-PB | 8,052,900 | $155.3M | 1.70% |
| 11 | KRYSTAL BIOTECH INC | KRYS | 613,302 | $151.2M | 1.66% |
| 12 | ACI WORLDWIDE INC | ACIW | 3,036,491 | $145.2M | 1.59% |
| 13 | MADRIGAL PHARMACEUTICALS INC | MDGL | 247,560 | $144.2M | 1.58% |
| 14 | HCI GROUP INC | HCIIP | 747,783 | $143.3M | 1.57% |
| 15 | BLOOM ENERGY CORP- A | BE | 1,555,734 | $135.2M | 1.48% |
| 16 | CUSTOMERS BANCO | CUBB | 1,725,701 | $126.2M | 1.38% |
| 17 | UNITY SOFTWARE INC | U | 2,792,007 | $123.3M | 1.35% |
| 18 | ATRICURE INC | ATRC | 3,096,611 | $122.5M | 1.34% |
| 19 | ALIGNMENT HEALTHCARE INC | ALHC | 6,173,433 | $121.9M | 1.34% |
| 20 | LIFE TIME GROUP HOLDINGS INC | LTH | 4,393,585 | $116.8M | 1.28% |
| 21 | LUMENTUM HOLDINGS INC | LITE | 303,126 | $111.7M | 1.22% |
| 22 | INSMED INC | INSM | 637,577 | $111.0M | 1.22% |
| 23 | CELSIUS HOLDINGS INC | CELH | 2,412,682 | $110.4M | 1.21% |
| 24 | CIENA CORP | CIEN | 453,779 | $106.1M | 1.16% |
| 25 | CLEARWATER ANALYTICS HDS-A | CWAN | 4,304,707 | $103.8M | 1.14% |
| 26 | GUARDANT HEALTH INC | GH | 978,515 | $99.9M | 1.10% |
| 27 | RADNET INC | RDNT | 1,395,891 | $99.6M | 1.09% |
| 28 | OLLIES BARGAIN OUTLET HLDG INC | 681116109 | 904,043 | $99.1M | 1.09% |
| 29 | OSI SYSTEMS INC | OSIS | 379,374 | $96.8M | 1.06% |
| 30 | GRANITE CONSTRUCTION INC | GVA | 836,528 | $96.5M | 1.06% |
| 31 | BRIDGEBIO PHARMA INC | BBIO | 1,255,185 | $96.0M | 1.05% |
| 32 | PEGASYTEMS INC | PEGA | 1,588,403 | $94.9M | 1.04% |
| 33 | SITIME CORP | SITM | 268,149 | $94.7M | 1.04% |
| 34 | KARMAN HOLDINGS INC | KRMN | 1,293,435 | $94.6M | 1.04% |
| 35 | SCHOLAR ROCK HOLDING CORP | SRRK | 2,026,758 | $89.3M | 0.98% |
| 36 | API GROUP CORP | APG | 2,315,987 | $88.6M | 0.97% |
| 37 | ENSIGN GROUP INC/THE | ENSG | 492,003 | $85.7M | 0.94% |
| 38 | PRAXIS PRECISION MEDICINES I | PRAX | 289,467 | $85.3M | 0.94% |
| 39 | TRANSMEDICS GROUP INC | TMDX | 690,357 | $84.0M | 0.92% |
| 40 | KNIGHT-SWIFT TRANSPORTATION | 499049104 | 1,587,046 | $83.0M | 0.91% |
| 41 | GENIUS SPORTS LTD | GENI | 6,954,535 | $76.6M | 0.84% |
| 42 | PTC THERAPEUTICS INC | PTCT | 1,003,075 | $76.2M | 0.84% |
| 43 | GLOBALSTAR | GSAT | 1,238,132 | $75.6M | 0.83% |
| 44 | REVOLUTION MEDICINES INC | RVMDW | 945,585 | $75.3M | 0.83% |
| 45 | DENISON MINES CORP | DNN | 27,013,269 | $71.9M | 0.79% |
| 46 | EAST WEST BANCORP INC | EWBC | 635,682 | $71.4M | 0.78% |
| 47 | SIGNET JEWELERS LTD | SIG | 850,311 | $70.5M | 0.77% |
| 48 | CORE & MAIN INC-CLASS A | CNM | 1,330,800 | $69.2M | 0.76% |
| 49 | MODINE MANUFACTURING CO | 607828100 | 516,520 | $69.0M | 0.76% |
| 50 | RUSH STREET INTERACTIVE INC | RSI | 3,531,704 | $68.6M | 0.75% |
| 51 | LATTICE SEMICONDUCTOR CORP | LSCC | 922,577 | $67.9M | 0.74% |
| 52 | BABCOCK & WILCOX ENTERPR | BW-PA | 10,648,389 | $67.5M | 0.74% |
| 53 | AXSOME THERAPEUTICS INC | AXSM | 366,176 | $66.9M | 0.73% |
| 54 | EXLSERVICE HOLDINGS INC | EXLS | 1,574,133 | $66.8M | 0.73% |
| 55 | RAMBUS INC | RMBS | 708,846 | $65.1M | 0.71% |
| 56 | MIRION TECHNOLOGIES INC | MIR | 2,780,137 | $65.1M | 0.71% |
| 57 | EAGLE MATERIALS INC | 26969P108 | 295,645 | $61.1M | 0.67% |
| 58 | ESCO TECHNOLOGIES INC | ESE | 300,195 | $58.7M | 0.64% |
| 59 | FLOWSERVE CORP | FLS | 832,335 | $57.7M | 0.63% |
| 60 | NEUROCRINE BIOSCIENCES INC | NBIX | 389,297 | $55.2M | 0.61% |
| 61 | DIGITALOCEAN HOLDINGS INC | DOCN | 1,138,128 | $54.8M | 0.60% |
| 62 | GRAND CANYON EDUCATION INC | LOPE | 311,436 | $51.8M | 0.57% |
| 63 | FIVE BELOW | FIVE | 266,389 | $50.2M | 0.55% |
| 64 | SYNDAX PHARMACEUTICALS INC | SNDX | 2,316,553 | $48.7M | 0.53% |
| 65 | HUT 8 CORP | HUT | 1,041,669 | $47.9M | 0.52% |
| 66 | NUVALENT INC-A | NUVL | 475,440 | $47.8M | 0.52% |
| 67 | TG THERAPEUTICS INC | TGTX | 1,581,234 | $47.1M | 0.52% |
| 68 | XOMETRY INC-A | XMTR | 782,783 | $46.6M | 0.51% |
| 69 | ENOVIS CORP | ENOV | 1,738,185 | $46.3M | 0.51% |
| 70 | TOWER SEMICONDUCTOR LTD | TSEM | 393,992 | $46.3M | 0.51% |
| 71 | ACADEMY SPORTS & OUTDOORS IN | ASO | 924,935 | $46.2M | 0.51% |
| 72 | ALMONTY INDUSTRIES INC | 020398707 | 5,231,489 | $46.1M | 0.51% |
| 73 | INTERFACE INC | TILE | 1,643,498 | $45.9M | 0.50% |
| 74 | APPLIED OPTOELECTRONICS INC | AAOI | 1,275,621 | $44.5M | 0.49% |
| 75 | TTM TECHNOLOGIES | TTMI | 633,940 | $43.7M | 0.48% |
| 76 | AXON ENTERPRISE INC | AXON | 74,733 | $42.4M | 0.47% |
| 77 | UNIVERSAL TECHNICAL INSTITUT | UTI | 1,618,453 | $42.3M | 0.46% |
| 78 | BLACKBERRY LTD | BB | 11,084,465 | $42.0M | 0.46% |
| 79 | CRINETICS PHARMACEUTICALS IN | CRNX | 897,403 | $41.8M | 0.46% |
| 80 | FABRINET | FN | 82,157 | $37.4M | 0.41% |
| 81 | AXT INC | AXTI | 2,012,228 | $32.9M | 0.36% |
| 82 | ODDITY TECH LTD-CL A | ODD | 783,730 | $31.5M | 0.35% |
| 83 | NCINO INC | NCNO | 1,226,726 | $31.5M | 0.34% |
| 84 | CAMPING WORLD HOLDINGS INC-A | CWH | 3,185,403 | $31.0M | 0.34% |
| 85 | TRANSCAT INC | TRNS | 545,816 | $31.0M | 0.34% |
| 86 | KURA SUSHI USA INC CLASS A | KRUS | 589,511 | $30.8M | 0.34% |
| 87 | FRESHPET INC | FRPT | 504,276 | $30.7M | 0.34% |
| 88 | LANDBRIDGE CO LLC-A | LB | 621,071 | $30.4M | 0.33% |
| 89 | NLIGHT INC | LASR | 804,457 | $30.2M | 0.33% |
| 90 | WESBANCO INC | WSBCO | 894,431 | $29.7M | 0.33% |
| 91 | CLEAN HARBORS INC | CLH | 126,765 | $29.7M | 0.33% |
| 92 | SOLENO THERAPEUTICS INC | SLNO | 618,005 | $28.6M | 0.31% |
| 93 | Q2 HOLDINGS INC | QTWO | 393,041 | $28.4M | 0.31% |
| 94 | CALIX INC. | CALX | 523,261 | $27.7M | 0.30% |
| 95 | NORTHERN OIL AND GAS INC | NOG | 1,270,371 | $27.3M | 0.30% |
| 96 | SCHNEIDER NATIONAL INC-CL B | SNDR | 1,026,734 | $27.2M | 0.30% |
| 97 | SYMBOTIC INC | SYM | 453,992 | $27.0M | 0.30% |
| 98 | HA SUSTAINABLE INFRASTRUCTURE | 41068X100 | 845,496 | $26.6M | 0.29% |
| 99 | BUTTERFLY NETWORK INC | BFLY | 6,954,486 | $26.4M | 0.29% |
| 100 | RHYTHM PHARMACEUTICALS INC | RYTM | 237,043 | $25.4M | 0.28% |
| 101 | RXO INC | RXO | 1,993,491 | $25.2M | 0.28% |
| 102 | GFL ENVIRONMENTAL INC-SUB VT | GFL | 585,346 | $25.1M | 0.28% |
| 103 | LIGHTPATH TECHNOLOGIES INC-A | LPTH | 2,325,938 | $25.1M | 0.28% |
| 104 | ALPHATEC HOLDINGS INC | ATEC | 1,138,350 | $24.0M | 0.26% |
| 105 | NRG ENERGY INC | NRG | 150,321 | $23.9M | 0.26% |
| 106 | MIRUM PHARMACEUTICALS INC | MIRM | 280,028 | $22.1M | 0.24% |
| 107 | ARCELLX INC | ACLX | 335,500 | $21.9M | 0.24% |
| 108 | SLIDE INSURANCE HOLDINGS INC | 831349105 | 1,071,513 | $20.9M | 0.23% |
| 109 | WESTERN ALLIANCE BANCORP | WAL-PA | 246,208 | $20.7M | 0.23% |
| 110 | TWILIO INC - A | TWLO | 139,174 | $19.8M | 0.22% |
| 111 | PAR TECHNOLOGY CORP/DEL | PAR | 526,726 | $19.1M | 0.21% |
| 112 | SELECT MEDICAL HOLDINGS CORP | 81619Q105 | 1,266,887 | $18.8M | 0.21% |
| 113 | TAKE-TWO INTERACTIVE SOFTWRE | TTWO | 67,886 | $17.4M | 0.19% |
| 114 | ROCKET LAB CORP | RKLB | 242,124 | $16.9M | 0.19% |
| 115 | HIPPO HOLDINGS INC | HIPOW | 518,376 | $15.6M | 0.17% |
| 116 | REDDIT INC-CL A | RDDT | 66,296 | $15.2M | 0.17% |
| 117 | KESTRA MEDICAL TECHNOLOGIES | BEKE | 560,457 | $14.9M | 0.16% |
| 118 | TERADYNE INC | TER | 75,898 | $14.7M | 0.16% |
| 119 | LOVESAC CO/THE | LOVE | 987,744 | $14.6M | 0.16% |
| 120 | ANTERO RESOURCES CORP | AR | 394,760 | $13.6M | 0.15% |
| 121 | VSE CORP | VSECU | 75,554 | $13.1M | 0.14% |
| 122 | WATERBRIDGE INFRASTRUC-CL A | WBI | 608,391 | $12.2M | 0.13% |
| 123 | UNITED STATES ANTIMONY CORP | UAMY | 2,405,272 | $12.1M | 0.13% |
| 124 | RALPH LAUREN | RL | 31,594 | $11.2M | 0.12% |
| 125 | EXZEO GROUP INC | XZO | 442,568 | $10.7M | 0.12% |
| 126 | UNUSUAL MACHINES INC /US | 91532F102 | 834,250 | $10.6M | 0.12% |
| 127 | MKS INC | MKSI | 58,878 | $9.4M | 0.10% |
| 128 | WILLIAMS SONOMA INC | WSM | 52,662 | $9.4M | 0.10% |
| 129 | CYTOKINETICS INC | CYTK | 137,597 | $8.7M | 0.10% |
| 130 | COHERENT INC | COHR | 46,186 | $8.5M | 0.09% |
| 131 | CARILOHA INC - PROMISSORY NOTE | 99PNT71S7 | 7,715,762 | $7.7M | 0.08% |
| 132 | SOFI TECHNOLOGIES INC | SOFI | 291,690 | $7.6M | 0.08% |
| 133 | CURTISS WRIGHT CORP | CW | 13,309 | $7.3M | 0.08% |
| 134 | EXPAND ENERGY CORP | EXE | 64,310 | $7.1M | 0.08% |
| 135 | AMER SPORTS INC | AS | 184,045 | $6.9M | 0.08% |
| 136 | VIKING HOLDINGS LTD | VIK | 96,056 | $6.9M | 0.08% |
| 137 | COMSTOCK INC | LODE | 1,815,267 | $6.8M | 0.07% |
| 138 | OKTA INC | OKTA | 77,959 | $6.7M | 0.07% |
| 139 | NATIONAL HEALTHCARE CORP | NHC | 47,856 | $6.6M | 0.07% |
| 140 | INTUITIVE MACHINES INC | LUNR | 402,922 | $6.5M | 0.07% |
| 141 | AMPRIUS TECHNOLOGIES INC | AMPX-WT | 809,744 | $6.4M | 0.07% |
| 142 | VISTEON CORP | VC | 60,161 | $5.7M | 0.06% |
| 143 | DRAFTKINGS INC - CL A | DKNG | 149,220 | $5.1M | 0.06% |
| 144 | CAMECO CORP | CCJ | 52,640 | $4.8M | 0.05% |
| 145 | QNITY ELECTRONICS INC | Q | 53,603 | $4.4M | 0.05% |
| 146 | DUPONT DE NEMOURS INC | DD | 107,214 | $4.3M | 0.05% |
| 147 | ESTABLISHMENT LABS HOLDINGS | ESTA | 58,309 | $4.2M | 0.05% |
| 148 | RED VIOLET INC | RDVT | 69,465 | $4.0M | 0.04% |
| 149 | SEQUANS PREFUNDED WARRANTS | SQNS | 731,540 | $3.3M | 0.04% |
| 150 | BUILD-A-BEAR WORKSHOP INC | BBW | 52,689 | $3.2M | 0.04% |
| 151 | GRUPO CIBEST SA-ADR | CIB | 46,041 | $2.9M | 0.03% |
| 152 | SENSEONICS HOLDINGS INC | SENS | 421,032 | $2.3M | 0.03% |
| 153 | IREN LTD | IREN | 58,634 | $2.2M | 0.02% |
| 154 | CREDICORP LTD | BAP | 7,462 | $2.1M | 0.02% |
| 155 | KASPI KZ JSC | 48581R205 | 24,258 | $1.9M | 0.02% |
| 156 | PHOENIX EDUCATION PARTNERS I | 718968100 | 56,223 | $1.7M | 0.02% |
| 157 | A2Z CUST2MATE SOLUTIONS CORP | AZ | 227,721 | $1.5M | 0.02% |
| 158 | JUMIA TECHNOLOGIES AG-ADR | JMIA | 110,767 | $1.4M | 0.02% |
| 159 | ENERGY FUELS INC | UUUU | 56,000 | $814,240 | 0.01% |
| 160 | OWLET INC | OWLTW | 35,000 | $566,650 | 0.01% |
| 161 | IMPLANTICA AG-A SDR | 00BM9C8R3 | 83,204 | $453,149 | 0.00% |
| 162 | GORILLA TECHNOLOGY GROUP INC | GRRRW | 37,100 | $405,132 | 0.00% |
| 163 | TAIWAN SEMICONDUCTOR-SP ADR | 874039100 | 433 | $131,584 | 0.00% |
| 164 | ALIBABA GROUP HOLDING SP ADR | BBAAY | 253 | $37,085 | 0.00% |
| 165 | VALE SA-SP ADR | VALE | 1,300 | $16,939 | 0.00% |
| 166 | NU HOLDINGS LTD/CAYMAN ISL-A | NU | 930 | $15,698 | 0.00% |
| 167 | HDFC BANK LTD ADR | HDB | 395 | $14,433 | 0.00% |
| 168 | ICICI BANK LTD SPON ADR | IBN | 480 | $14,304 | 0.00% |
| 169 | ATRENEW INC | RERE | 2,190 | $11,607 | 0.00% |
| 170 | EMBRAER SA-SPON ADR | EMBJ | 160 | $10,299 | 0.00% |
| 171 | KB FINANCIAL GROUP INC-ADR | 48241A105 | 119 | $10,239 | 0.00% |
| 172 | SHARKNINJA INC | SN | 55 | $6,155 | 0.00% |
| 173 | BAIDU INC - SPON ADR | BAIDF | 45 | $5,880 | 0.00% |
| 174 | SHINHAN FINANCIAL GROUP-ADR | SHG | 100 | $5,363 | 0.00% |
| 175 | IMMUNOVANT INC | IMVT | 100 | $2,542 | 0.00% |