Hood River Capital Management

Hood River Capital Management as of June 30, 2025

Portfolio Holdings for Hood River Capital Management

Hood River Capital Management holds 148 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mastec Common Stocks (MTZ) 4.0 $289M 1.7M 170.43
Dave Common Stocks (DAVE) 4.0 $287M 1.1M 268.41
Applied Digital Corp Common Stocks (APLD) 3.1 $220M 22M 10.07
Lumentum Holdings Common Stocks (LITE) 2.9 $210M 2.2M 95.06
Qxo Common Stocks (QXO) 2.5 $179M 8.3M 21.54
Ollie's Bargain Outlet Hldg Common Stocks (OLLI) 2.3 $164M 1.2M 131.78
Aci Worldwide Common Stocks (ACIW) 2.2 $155M 3.4M 45.91
Verona Pharma Plc - Common Stocks (VRNA) 2.1 $148M 1.6M 94.58
Hci Group Common Stocks (HCI) 1.8 $132M 864k 152.20
Comfort Systems Usa Common Stocks (FIX) 1.8 $131M 243k 536.21
Kratos Defense & Security Common Stocks (KTOS) 1.8 $128M 2.8M 46.45
Xpo Common Stocks (XPO) 1.8 $127M 1.0M 126.29
Sitime Corp Common Stocks (SITM) 1.4 $104M 486k 213.08
Semtech Corp Common Stocks (SMTC) 1.4 $101M 2.2M 45.14
Life Time Group Holdings Common Stocks (LTH) 1.4 $100M 3.3M 30.33
Atricure Common Stocks (ATRC) 1.4 $100M 3.1M 32.77
Clearwater Analytics Hds-a Common Stocks (CWAN) 1.4 $99M 4.5M 21.93
Ciena Corp Common Stocks (CIEN) 1.4 $99M 1.2M 81.33
Cyberark Software Ltd/israel Common Stocks (CYBR) 1.4 $97M 239k 406.88
Varonis Systems Common Stocks (VRNS) 1.4 $97M 1.9M 50.75
Transmedics Group Common Stocks (TMDX) 1.3 $91M 680k 134.01
Insmed Common Stocks (INSM) 1.3 $91M 900k 100.64
Exlservice Holdings Common Stocks (EXLS) 1.3 $91M 2.1M 43.79
Customers Banco Common Stocks (CUBI) 1.2 $90M 1.5M 58.74
Osi Systems Common Stocks (OSIS) 1.2 $85M 377k 224.86
Firstcash Holdings Common Stocks (FCFS) 1.2 $83M 611k 135.14
Api Group Corp Common Stocks (APG) 1.1 $79M 1.5M 51.05
Radnet Common Stocks (RDNT) 1.1 $78M 1.4M 56.91
Alignment Healthcare Common Stocks (ALHC) 1.1 $77M 5.5M 14.00
Fabrinet Common Stocks (FN) 1.1 $77M 262k 294.68
Ensign Group Inc/the Common Stocks (ENSG) 1.1 $76M 492k 154.26
Iren Common Stocks (IREN) 1.0 $74M 5.1M 14.57
Madrigal Pharmaceuticals Common Stocks (MDGL) 1.0 $74M 245k 302.64
Kirby Corp Common Stocks (KEX) 1.0 $74M 651k 113.41
Krystal Biotech Common Stocks (KRYS) 1.0 $73M 533k 137.46
Genius Sports Common Stocks (GENI) 1.0 $71M 6.8M 10.40
Scholar Rock Holding Corp Common Stocks (SRRK) 1.0 $70M 2.0M 35.42
Rambus Common Stocks (RMBS) 0.9 $61M 956k 64.02
Eagle Materials Common Stocks (EXP) 0.8 $61M 301k 202.11
Axon Enterprise Common Stocks (AXON) 0.8 $61M 73k 827.94
Granite Construction Common Stocks (GVA) 0.8 $61M 647k 93.51
Celsius Holdings Common Stocks (CELH) 0.8 $60M 1.3M 46.39
Esco Technologies Common Stocks (ESE) 0.8 $58M 304k 191.87
Q2 Holdings Common Stocks (QTWO) 0.8 $58M 622k 93.59
Signet Jewelers Common Stocks (SIG) 0.8 $57M 711k 79.55
Tg Therapeutics Common Stocks (TGTX) 0.8 $56M 1.6M 35.99
Modine Manufacturing Common Stocks (MOD) 0.8 $56M 565k 98.50
Ceco Environmental Corp Common Stocks (CECO) 0.8 $55M 1.9M 28.31
Enovis Corp Common Stocks (ENOV) 0.8 $54M 1.7M 31.36
Oddity Tech Ltd-cl A Common Stocks (ODD) 0.8 $54M 716k 75.47
Blackberry Common Stocks (BB) 0.7 $52M 12M 4.58
Denison Mines Corp Common Stocks (DNN) 0.7 $48M 27M 1.82
Tandem Diabetes Care Common Stocks (TNDM) 0.7 $48M 2.6M 18.64
Universal Technical Institut Common Stocks (UTI) 0.7 $47M 1.4M 33.89
Jfrog Common Stocks (FROG) 0.6 $46M 1.1M 43.88
Western Alliance Bancorp Common Stocks (WAL) 0.6 $45M 583k 77.98
Landbridge Co Llc-a Common Stocks (LB) 0.6 $45M 670k 67.58
Kornit Digital Common Stocks (KRNT) 0.6 $44M 2.2M 19.91
American Superconductor Corp Common Stocks (AMSC) 0.6 $43M 1.2M 36.69
Knife River Corp Common Stocks (KNF) 0.6 $42M 517k 81.64
Waystar Holding Corp Common Stocks (WAY) 0.6 $42M 1.0M 40.87
Revolution Medicines Common Stocks (RVMD) 0.6 $41M 1.1M 36.79
Chart Industries Common Stocks (GTLS) 0.6 $41M 250k 164.65
Oklo Common Stocks (OKLO) 0.6 $41M 731k 55.99
Axsome Therapeutics Common Stocks (AXSM) 0.5 $39M 371k 104.39
Lattice Semiconductor Corp Common Stocks (LSCC) 0.5 $37M 760k 48.99
Ftai Infrastructure Common Stocks (FIP) 0.5 $37M 6.0M 6.17
Karman Holdings Common Stocks (KRMN) 0.5 $37M 730k 50.37
Redwire Corp Common Stocks (RDW) 0.5 $36M 2.2M 16.30
Academy Sports & Outdoors In Common Stocks (ASO) 0.5 $35M 783k 44.81
Northern Oil And Gas Common Stocks (NOG) 0.5 $35M 1.2M 28.35
Caredx Common Stocks (CDNA) 0.5 $35M 1.8M 19.54
Rhythm Pharmaceuticals Common Stocks (RYTM) 0.5 $34M 544k 63.19
Interface Common Stocks (TILE) 0.5 $34M 1.6M 20.93
Ttm Technologies Common Stocks (TTMI) 0.5 $34M 832k 40.82
Freshpet Common Stocks (FRPT) 0.5 $34M 496k 67.96
Lantheus Holdings Common Stocks (LNTH) 0.5 $33M 407k 81.86
Neurocrine Biosciences Common Stocks (NBIX) 0.5 $32M 258k 125.69
Nano Nuclear Energy Common Stocks (NNE) 0.4 $32M 926k 34.49
Moonlake Immunotherapeutics Common Stocks (MLTX) 0.4 $32M 675k 47.20
Mirion Technologies Common Stocks (MIR) 0.4 $32M 1.5M 21.53
Kura Sushi Usa Inc Class A Common Stocks (KRUS) 0.4 $32M 367k 86.08
Slide Insurance Holdings Common Stocks (SLDE) 0.4 $32M 1.5M 21.66
Ptc Therapeutics Common Stocks (PTCT) 0.4 $31M 637k 48.84
Clean Harbors Common Stocks (CLH) 0.4 $30M 132k 231.18
Wesbanco Common Stocks (WSBC) 0.4 $30M 944k 31.63
Transcat Common Stocks (TRNS) 0.4 $29M 340k 85.96
Zoominfo Technologies Common Stocks (GTM) 0.4 $29M 2.9M 10.12
Gfl Environmental Inc-sub Vt Common Stocks (GFL) 0.4 $29M 566k 50.46
Ncino Common Stocks (NCNO) 0.4 $28M 1.0M 27.97
Par Technology Corp/del Common Stocks (PAR) 0.4 $26M 374k 69.37
Camping World Holdings Inc-a Common Stocks (CWH) 0.4 $26M 1.5M 17.19
Hinge Health Inc-a Common Stocks (HNGE) 0.4 $26M 496k 51.75
Crinetics Pharmaceuticals In Common Stocks (CRNX) 0.4 $26M 889k 28.76
Digitalocean Holdings Common Stocks (DOCN) 0.4 $26M 894k 28.56
Select Medical Holdings Corp Common Stocks (SEM) 0.4 $25M 1.7M 15.18
Ha Sustainable Infrastructure Common Stocks (HASI) 0.3 $23M 837k 26.86
Sequans Communications- Common Stocks (SQNS) 0.3 $21M 14M 1.47
Nrg Energy Common Stocks (NRG) 0.3 $20M 125k 160.58
Sprouts Farmers Market Common Stocks (SFM) 0.3 $18M 111k 164.64
Lovesac Co/the Common Stocks (LOVE) 0.3 $18M 989k 18.20
Twilio Inc - A Common Stocks (TWLO) 0.2 $17M 134k 124.36
Symbotic Common Stocks (SYM) 0.2 $17M 425k 38.85
Take-two Interactive Softwre Common Stocks (TTWO) 0.2 $16M 65k 242.85
Antero Resources Corp Common Stocks (AR) 0.2 $15M 382k 40.28
Ondas Holdings Common Stocks (ONDS) 0.2 $15M 7.5M 1.92
Xometry Inc-a Common Stocks (XMTR) 0.2 $14M 405k 33.79
Hippo Holdings Common Stocks (HIPO) 0.2 $14M 489k 27.93
Guardant Health Common Stocks (GH) 0.2 $13M 246k 52.04
Viking Holdings Common Stocks (VIK) 0.2 $13M 235k 53.29
Sofi Technologies Common Stocks (SOFI) 0.2 $12M 682k 18.21
Calix Common Stocks (CALX) 0.2 $12M 230k 53.19
Parsons Corp Common Stocks (PSN) 0.2 $11M 155k 71.77
Biocryst Pharmaceuticals Common Stocks (BCRX) 0.2 $11M 1.2M 8.96
Unity Software Common Stocks (U) 0.2 $11M 456k 24.20
Rush Street Interactive Common Stocks (RSI) 0.1 $10M 701k 14.90
Butterfly Network Common Stocks (BFLY) 0.1 $10M 5.1M 2.00
Rxo Common Stocks (RXO) 0.1 $10M 651k 15.72
Bbb Foods Inc-class A Common Stocks (TBBB) 0.1 $9.4M 340k 27.76
Corning Common Stocks (GLW) 0.1 $8.8M 168k 52.59
Amer Sports Common Stocks (AS) 0.1 $8.8M 228k 38.76
Cadence Designs Systems Common Stocks (CDNS) 0.1 $8.8M 29k 308.15
Okta Common Stocks (OKTA) 0.1 $8.8M 88k 99.97
Vertiv Holdings Common Stocks (VRT) 0.1 $8.7M 68k 128.41
Williams Sonoma Common Stocks (WSM) 0.1 $8.3M 51k 163.37
Priority Technology Holdings Common Stocks (PRTH) 0.1 $7.5M 970k 7.78
Expand Energy Corp Common Stocks (EXE) 0.1 $7.3M 62k 116.94
Kaspi Kz Jsc Common Stocks (KSPI) 0.1 $7.2M 85k 84.89
Dupont De Nemours Common Stocks (DD) 0.1 $7.1M 103k 68.59
Curtiss Wright Corp Common Stocks (CW) 0.1 $6.2M 13k 488.55
Bit Digital Common Stocks (BTBT) 0.1 $5.7M 2.6M 2.19
National Healthcare Corp Common Stocks (NHC) 0.1 $4.9M 46k 107.01
Tapestry Common Stocks (TPR) 0.1 $4.4M 50k 87.81
Senseonics Holdings Common Stocks (SENS) 0.1 $3.8M 7.9M 0.48
Cameco Corp Common Stocks (CCJ) 0.0 $3.5M 47k 74.23
Red Violet Common Stocks (RDVT) 0.0 $3.2M 66k 49.20
Community Health Systems Common Stocks (CYH) 0.0 $2.6M 765k 3.40
Establishment Labs Holdings Common Stocks (ESTA) 0.0 $2.3M 53k 42.71
Grupo Cibest Sa- Common Stocks (CIB) 0.0 $1.8M 39k 46.19
Credicorp Common Stocks (BAP) 0.0 $1.3M 6.0k 223.52
Karat Packaging Common Stocks (KRT) 0.0 $774k 28k 28.16
Gds Holdings Ltd - Common Stocks (GDS) 0.0 $773k 25k 30.57
Gorilla Technology Group Common Stocks (GRRR) 0.0 $738k 37k 19.89
Stoneco Ltd-a Common Stocks (STNE) 0.0 $667k 42k 16.04
Similarweb Common Stocks (SMWB) 0.0 $615k 78k 7.84
Pagseguro Digital Ltd-cl A Common Stocks (PAGS) 0.0 $550k 57k 9.64
Ategrity Specialty Holdings Common Stocks (ASIC) 0.0 $527k 25k 21.52
Immunovant Common Stocks (IMVT) 0.0 $1.6k 100.00 16.00