Hood River Capital Management

Hood River Capital Management as of Sept. 30, 2025

Portfolio Holdings for Hood River Capital Management

Hood River Capital Management holds 153 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Applied Digital Corp Common Stocks (APLD) 5.7 $483M 21M 22.94
Mastec Common Stocks (MTZ) 4.1 $350M 1.6M 212.81
Kratos Defense & Security Common Stocks (KTOS) 2.9 $246M 2.7M 91.37
Dave Common Stocks (DAVE) 2.5 $216M 1.1M 199.35
Comfort Systems Usa Common Stocks (FIX) 2.3 $199M 241k 825.18
Ciena Corp Common Stocks (CIEN) 2.0 $172M 1.2M 145.67
Aci Worldwide Common Stocks (ACIW) 1.9 $157M 3.0M 52.77
Semtech Corp Common Stocks (SMTC) 1.9 $157M 2.2M 71.45
Qxo Common Stocks (QXO) 1.9 $157M 8.2M 19.06
Xpo Common Stocks (XPO) 1.7 $146M 1.1M 129.27
Hci Group Common Stocks (HCI) 1.7 $142M 741k 191.93
Sitime Corp Common Stocks (SITM) 1.7 $141M 469k 301.31
Ollies Bargain Outlet Hldg Common Stocks (OLLI) 1.6 $138M 1.1M 128.40
Firstcash Holdings Common Stocks (FCFS) 1.5 $128M 808k 158.42
Insmed Common Stocks (INSM) 1.5 $127M 881k 144.01
Ondas Holdings Common Stocks (ONDS) 1.5 $124M 16M 7.72
Life Time Group Holdings Common Stocks (LTH) 1.4 $119M 4.3M 27.60
Customers Banco Common Stocks (CUBI) 1.3 $112M 1.7M 65.37
Madrigal Pharmaceuticals Common Stocks (MDGL) 1.3 $111M 243k 458.66
Unity Software Common Stocks (U) 1.3 $111M 2.8M 40.04
Varonis Systems Common Stocks (VRNS) 1.3 $110M 1.9M 57.47
Tower Semiconductor Common Stocks (TSEM) 1.3 $109M 1.5M 72.30
Atricure Common Stocks (ATRC) 1.3 $107M 3.0M 35.25
Krystal Biotech Common Stocks (KRYS) 1.3 $107M 607k 176.53
Radnet Common Stocks (RDNT) 1.2 $105M 1.4M 76.21
Alignment Healthcare Common Stocks (ALHC) 1.2 $103M 5.9M 17.45
Lumentum Holdings Common Stocks (LITE) 1.2 $97M 599k 162.71
Osi Systems Common Stocks (OSIS) 1.1 $93M 371k 249.24
Exlservice Holdings Common Stocks (EXLS) 1.1 $91M 2.1M 44.03
Pegasytems Common Stocks (PEGA) 1.1 $91M 1.6M 57.50
Granite Construction Common Stocks (GVA) 1.1 $91M 826k 109.65
Rambus Common Stocks (RMBS) 1.0 $87M 838k 104.20
Genius Sports Common Stocks (GENI) 1.0 $84M 6.8M 12.38
Ensign Group Inc/the Common Stocks (ENSG) 1.0 $84M 487k 172.77
Fabrinet Common Stocks (FN) 1.0 $81M 222k 364.62
Celsius Holdings Common Stocks (CELH) 0.9 $79M 1.4M 57.49
Api Group Corp Common Stocks (APG) 0.9 $78M 2.3M 34.37
Transmedics Group Common Stocks (TMDX) 0.9 $76M 678k 112.20
Modine Manufacturing Common Stocks (MOD) 0.9 $76M 532k 142.16
Scholar Rock Holding Corp Common Stocks (SRRK) 0.9 $75M 2.0M 37.24
Oklo Common Stocks (OKLO) 0.9 $74M 663k 111.63
Signet Jewelers Common Stocks (SIG) 0.9 $74M 768k 95.92
Clearwater Analytics Hds-a Common Stocks (CWAN) 0.9 $73M 4.1M 18.02
Denison Mines Corp Common Stocks (DNN) 0.9 $72M 26M 2.75
Parsons Corp Common Stocks (PSN) 0.8 $71M 853k 82.92
Neurocrine Biosciences Common Stocks (NBIX) 0.8 $70M 502k 140.38
Hut 8 Corp Common Stocks (HUT) 0.8 $69M 2.0M 34.81
Eagle Materials Common Stocks (EXP) 0.8 $68M 290k 233.04
East West Bancorp Common Stocks (EWBC) 0.8 $67M 631k 106.45
Bridgebio Pharma Common Stocks (BBIO) 0.8 $65M 1.2M 51.94
Mirion Technologies Common Stocks (MIR) 0.8 $64M 2.8M 23.26
Esco Technologies Common Stocks (ESE) 0.7 $62M 295k 211.11
Ptc Therapeutics Common Stocks (PTCT) 0.7 $61M 996k 61.37
Rush Street Interactive Common Stocks (RSI) 0.7 $58M 2.8M 20.48
Western Alliance Bancorp Common Stocks (WAL) 0.7 $57M 659k 86.72
Tg Therapeutics Common Stocks (TGTX) 0.7 $56M 1.6M 36.12
Blackberry Common Stocks (BB) 0.6 $54M 11M 4.88
Lattice Semiconductor Corp Common Stocks (LSCC) 0.6 $53M 719k 73.32
Axon Enterprise Common Stocks (AXON) 0.6 $53M 73k 717.64
Enovis Corp Common Stocks (ENOV) 0.6 $52M 1.7M 30.34
Camping World Holdings Inc-a Common Stocks (CWH) 0.6 $50M 3.2M 15.79
Karman Holdings Common Stocks (KRMN) 0.6 $50M 688k 72.20
Globalstar Common Stocks (GSAT) 0.6 $48M 1.3M 36.39
Universal Technical Institut Common Stocks (UTI) 0.6 $48M 1.5M 32.55
Oddity Tech Ltd-cl A Common Stocks (ODD) 0.6 $47M 756k 62.30
Interface Common Stocks (TILE) 0.5 $46M 1.6M 28.94
Axsome Therapeutics Common Stocks (AXSM) 0.5 $44M 360k 121.45
Revolution Medicines Common Stocks (RVMD) 0.5 $43M 928k 46.70
Q2 Holdings Common Stocks (QTWO) 0.5 $43M 594k 72.39
Soleno Therapeutics Common Stocks (SLNO) 0.5 $42M 613k 67.60
Applied Optoelectronics Common Stocks (AAOI) 0.5 $41M 1.6M 25.93
Digitalocean Holdings Common Stocks (DOCN) 0.5 $39M 1.1M 34.16
Academy Sports & Outdoors In Common Stocks (ASO) 0.5 $39M 772k 50.02
Waystar Holding Corp Common Stocks (WAY) 0.5 $38M 1.0M 37.92
Crinetics Pharmaceuticals In Common Stocks (CRNX) 0.4 $37M 883k 41.65
Ttm Technologies Common Stocks (TTMI) 0.4 $37M 638k 57.60
Red Cat Holdings Common Stocks (RCAT) 0.4 $36M 3.5M 10.35
Landbridge Co Llc-a Common Stocks (LB) 0.4 $36M 671k 53.35
Transcat Common Stocks (TRNS) 0.4 $35M 477k 73.20
Ncino Common Stocks (NCNO) 0.4 $33M 1.2M 27.11
Flowserve Corp Common Stocks (FLS) 0.4 $32M 609k 53.14
Five Below Common Stocks (FIVE) 0.4 $32M 209k 154.70
Northern Oil And Gas Common Stocks (NOG) 0.4 $31M 1.3M 24.80
Tandem Diabetes Care Common Stocks (TNDM) 0.4 $31M 2.6M 12.14
Clean Harbors Common Stocks (CLH) 0.3 $29M 124k 232.22
Calix Common Stocks (CALX) 0.3 $28M 454k 61.37
Wesbanco Common Stocks (WSBC) 0.3 $28M 871k 31.93
Gfl Environmental Inc-sub Vt Common Stocks (GFL) 0.3 $28M 584k 47.38
Biocryst Pharmaceuticals Common Stocks (BCRX) 0.3 $28M 3.6M 7.59
Freshpet Common Stocks (FRPT) 0.3 $27M 495k 55.11
Kirby Corp Common Stocks (KEX) 0.3 $27M 325k 83.45
Kornit Digital Common Stocks (KRNT) 0.3 $26M 1.9M 13.50
Ha Sustainable Infrastructure Common Stocks (HASI) 0.3 $25M 826k 30.70
Ceco Environmental Corp Common Stocks (CECO) 0.3 $25M 492k 51.20
Rhythm Pharmaceuticals Common Stocks (RYTM) 0.3 $24M 236k 100.99
Xometry Inc-a Common Stocks (XMTR) 0.3 $23M 426k 54.47
Symbotic Common Stocks (SYM) 0.3 $23M 422k 53.90
Rxo Common Stocks (RXO) 0.3 $21M 1.4M 15.38
Visteon Corp Common Stocks (VC) 0.3 $21M 178k 119.86
Nrg Energy Common Stocks (NRG) 0.3 $21M 131k 161.95
Kura Sushi Usa Inc Class A Common Stocks (KRUS) 0.2 $21M 345k 59.41
Sequans Communications- Common Stocks 0.2 $20M 2.1M 9.58
Select Medical Holdings Corp Common Stocks (SEM) 0.2 $20M 1.5M 12.84
Hippo Holdings Common Stocks (HIPO) 0.2 $19M 524k 36.16
Take-two Interactive Softwre Common Stocks (TTWO) 0.2 $18M 69k 258.36
Slide Insurance Holdings Common Stocks (SLDE) 0.2 $17M 1.1M 15.79
Nlight Common Stocks (LASR) 0.2 $17M 568k 29.63
Lovesac Co/the Common Stocks (LOVE) 0.2 $17M 976k 16.93
Guardant Health Common Stocks (GH) 0.2 $16M 257k 62.48
Reddit Inc-cl A Common Stocks (RDDT) 0.2 $15M 67k 229.99
Waterbridge Infrastruc-cl A Common Stocks 0.2 $15M 600k 25.22
Almonty Industries Common Stocks 0.2 $15M 2.4M 6.03
Corning Common Stocks (GLW) 0.2 $15M 177k 82.03
Twilio Inc - A Common Stocks (TWLO) 0.2 $14M 141k 100.09
Antero Resources Corp Common Stocks (AR) 0.2 $13M 400k 33.56
Viking Holdings Common Stocks (VIK) 0.2 $13M 208k 62.16
Unusual Machines Inc /us Common Stocks (UMAC) 0.1 $13M 840k 15.10
Sprouts Farmers Market Common Stocks (SFM) 0.1 $13M 116k 108.80
Par Technology Corp/del Common Stocks (PAR) 0.1 $13M 318k 39.58
Electronic Arts Common Stocks (EA) 0.1 $12M 59k 201.70
Costar Group Common Stocks (CSGP) 0.1 $12M 138k 84.37
Vertiv Holdings Common Stocks (VRT) 0.1 $11M 71k 150.86
Williams Sonoma Common Stocks (WSM) 0.1 $10M 54k 195.45
Butterfly Network Common Stocks (BFLY) 0.1 $10M 5.4M 1.93
Sofi Technologies Common Stocks (SOFI) 0.1 $10M 390k 26.42
Kestra Medical Technologies Common Stocks (KMTS) 0.1 $9.4M 395k 23.76
Akero Therapeutics Common Stocks (AKRO) 0.1 $8.5M 179k 47.48
Dupont De Nemours Common Stocks (DD) 0.1 $8.5M 109k 77.90
Curtiss Wright Corp Common Stocks (CW) 0.1 $7.3M 14k 542.94
Okta Common Stocks (OKTA) 0.1 $7.2M 79k 91.70
Kaspi Kz Jsc Common Stocks (KSPI) 0.1 $7.2M 88k 81.68
Expand Energy Corp Common Stocks (EXE) 0.1 $7.0M 66k 106.24
Amer Sports Common Stocks (AS) 0.1 $6.4M 186k 34.75
Comstock Common Stocks (LODE) 0.1 $6.3M 1.8M 3.42
National Healthcare Corp Common Stocks (NHC) 0.1 $5.9M 48k 121.51
Cameco Corp Common Stocks (CCJ) 0.0 $3.8M 45k 83.86
Senseonics Holdings Common Stocks 0.0 $3.7M 8.6M 0.44
Red Violet Common Stocks (RDVT) 0.0 $3.7M 71k 52.25
Build-a-bear Workshop Common Stocks (BBW) 0.0 $3.5M 53k 65.21
Aurinia Pharmaceuticals Common Stocks (AUPH) 0.0 $3.0M 269k 11.05
Establishment Labs Holdings Common Stocks (ESTA) 0.0 $2.2M 53k 40.99
Grupo Cibest Sa- Common Stocks (CIB) 0.0 $2.0M 39k 51.94
Verona Pharma Plc - Common Stocks (VRNA) 0.0 $2.0M 19k 106.71
Opera Ltd- Common Stocks (OPRA) 0.0 $1.7M 83k 20.64
Credicorp Common Stocks (BAP) 0.0 $1.6M 6.0k 266.28
A2z Cust2mate Solutions Corp Common Stocks (AZ) 0.0 $1.5M 188k 7.99
Iren Common Stocks (IREN) 0.0 $1.3M 29k 46.93
Vnet Group Inc- Common Stocks (VNET) 0.0 $1.0M 101k 10.33
Kingsoft Cloud Holdings- Common Stocks (KC) 0.0 $791k 53k 14.92
Miniso Group Holding Ltd- Common Stocks (MNSO) 0.0 $776k 35k 22.50
Gorilla Technology Group Common Stocks (GRRR) 0.0 $685k 37k 18.46
Neptune Insurance Holdi-cl A Common Stocks 0.0 $665k 35k 19.00
Immunovant Common Stocks (IMVT) 0.0 $1.6k 100.00 16.12