Hood River Capital Management

Hood River Capital Management as of Dec. 31, 2025

Portfolio Holdings for Hood River Capital Management

Hood River Capital Management holds 175 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Applied Digital Corp Common Stocks (APLD) 5.9 $540M 22M 24.52
Mastec Common Stocks (MTZ) 3.5 $323M 1.5M 217.37
Dave Common Stocks (DAVE) 2.7 $247M 1.1M 221.41
Comfort Systems Usa Common Stocks (FIX) 2.5 $230M 246k 933.29
Kratos Defense & Security Common Stocks (KTOS) 2.3 $208M 2.7M 75.91
Firstcash Holdings Common Stocks (FCFS) 2.0 $178M 1.1M 159.38
Ondas Common Stocks (ONDS) 1.9 $169M 17M 9.76
Semtech Corp Common Stocks (SMTC) 1.8 $165M 2.2M 73.69
Xpo Common Stocks (XPO) 1.7 $156M 1.1M 135.91
Qxo Common Stocks (QXO) 1.7 $155M 8.1M 19.29
Krystal Biotech Common Stocks (KRYS) 1.7 $151M 613k 246.54
Aci Worldwide Common Stocks (ACIW) 1.6 $145M 3.0M 47.81
Madrigal Pharmaceuticals Common Stocks (MDGL) 1.6 $144M 248k 582.34
Hci Group Common Stocks (HCI) 1.6 $143M 748k 191.69
Bloom Energy Corp- A Common Stocks (BE) 1.5 $135M 1.6M 86.89
Customers Banco Common Stocks (CUBI) 1.4 $126M 1.7M 73.12
Unity Software Common Stocks (U) 1.4 $123M 2.8M 44.17
Atricure Common Stocks (ATRC) 1.3 $123M 3.1M 39.56
Alignment Healthcare Common Stocks (ALHC) 1.3 $122M 6.2M 19.75
Life Time Group Holdings Common Stocks (LTH) 1.3 $117M 4.4M 26.58
Lumentum Holdings Common Stocks (LITE) 1.2 $112M 303k 368.59
Insmed Common Stocks (INSM) 1.2 $111M 638k 174.04
Celsius Holdings Common Stocks (CELH) 1.2 $110M 2.4M 45.74
Ciena Corp Common Stocks (CIEN) 1.2 $106M 454k 233.87
Clearwater Analytics Hds-a Common Stocks (CWAN) 1.1 $104M 4.3M 24.12
Guardant Health Common Stocks (GH) 1.1 $100M 979k 102.14
Radnet Common Stocks (RDNT) 1.1 $100M 1.4M 71.35
Ollies Bargain Outlet Hldg Common Stocks (OLLI) 1.1 $99M 904k 109.61
Osi Systems Common Stocks (OSIS) 1.1 $97M 379k 255.06
Granite Construction Common Stocks (GVA) 1.1 $97M 837k 115.35
Bridgebio Pharma Common Stocks (BBIO) 1.1 $96M 1.3M 76.49
Pegasytems Common Stocks (PEGA) 1.0 $95M 1.6M 59.72
Sitime Corp Common Stocks (SITM) 1.0 $95M 268k 353.19
Karman Holdings Common Stocks (KRMN) 1.0 $95M 1.3M 73.17
Scholar Rock Holding Corp Common Stocks (SRRK) 1.0 $89M 2.0M 44.05
Api Group Corp Common Stocks (APG) 1.0 $89M 2.3M 38.26
Ensign Group Inc/the Common Stocks (ENSG) 0.9 $86M 492k 174.20
Praxis Precision Medicines I Common Stocks (PRAX) 0.9 $85M 290k 294.74
Transmedics Group Common Stocks (TMDX) 0.9 $84M 690k 121.65
Knight-swift Transportation Common Stocks (KNX) 0.9 $83M 1.6M 52.28
Genius Sports Common Stocks (GENI) 0.8 $77M 7.0M 11.02
Ptc Therapeutics Common Stocks (PTCT) 0.8 $76M 1.0M 75.96
Globalstar Common Stocks (GSAT) 0.8 $76M 1.2M 61.04
Revolution Medicines Common Stocks (RVMD) 0.8 $75M 946k 79.65
Denison Mines Corp Common Stocks (DNN) 0.8 $72M 27M 2.66
East West Bancorp Common Stocks (EWBC) 0.8 $71M 636k 112.39
Signet Jewelers Common Stocks (SIG) 0.8 $71M 850k 82.88
Core & Main Inc-class A Common Stocks (CNM) 0.8 $69M 1.3M 51.97
Modine Manufacturing Common Stocks (MOD) 0.8 $69M 517k 133.51
Rush Street Interactive Common Stocks (RSI) 0.8 $69M 3.5M 19.43
Lattice Semiconductor Corp Common Stocks (LSCC) 0.7 $68M 923k 73.58
Babcock & Wilcox Enterpr Common Stocks (BW) 0.7 $68M 11M 6.34
Axsome Therapeutics Common Stocks (AXSM) 0.7 $67M 366k 182.64
Exlservice Holdings Common Stocks (EXLS) 0.7 $67M 1.6M 42.44
Rambus Common Stocks (RMBS) 0.7 $65M 709k 91.89
Mirion Technologies Common Stocks (MIR) 0.7 $65M 2.8M 23.42
Eagle Materials Common Stocks (EXP) 0.7 $61M 296k 206.68
Esco Technologies Common Stocks (ESE) 0.6 $59M 300k 195.39
Flowserve Corp Common Stocks (FLS) 0.6 $58M 832k 69.38
Neurocrine Biosciences Common Stocks (NBIX) 0.6 $55M 389k 141.83
Digitalocean Holdings Common Stocks (DOCN) 0.6 $55M 1.1M 48.12
Grand Canyon Education Common Stocks (LOPE) 0.6 $52M 311k 166.31
Five Below Common Stocks (FIVE) 0.6 $50M 266k 188.36
Syndax Pharmaceuticals Common Stocks (SNDX) 0.5 $49M 2.3M 21.01
Hut 8 Corp Common Stocks (HUT) 0.5 $48M 1.0M 45.94
Nuvalent Inc-a Common Stocks (NUVL) 0.5 $48M 475k 100.59
Tg Therapeutics Common Stocks (TGTX) 0.5 $47M 1.6M 29.81
Xometry Inc-a Common Stocks (XMTR) 0.5 $47M 783k 59.47
Enovis Corp Common Stocks (ENOV) 0.5 $46M 1.7M 26.64
Tower Semiconductor Common Stocks (TSEM) 0.5 $46M 394k 117.42
Academy Sports & Outdoors In Common Stocks (ASO) 0.5 $46M 925k 49.96
Almonty Industries Common Stocks (ALM) 0.5 $46M 5.2M 8.81
Interface Common Stocks (TILE) 0.5 $46M 1.6M 27.92
Applied Optoelectronics Common Stocks (AAOI) 0.5 $45M 1.3M 34.86
Ttm Technologies Common Stocks (TTMI) 0.5 $44M 634k 69.00
Axon Enterprise Common Stocks (AXON) 0.5 $42M 75k 567.93
Universal Technical Institut Common Stocks (UTI) 0.5 $42M 1.6M 26.13
Blackberry Common Stocks (BB) 0.5 $42M 11M 3.79
Crinetics Pharmaceuticals In Common Stocks (CRNX) 0.5 $42M 897k 46.55
Fabrinet Common Stocks (FN) 0.4 $37M 82k 455.28
Axt Common Stocks (AXTI) 0.4 $33M 2.0M 16.35
Oddity Tech Ltd-cl A Common Stocks (ODD) 0.3 $32M 784k 40.18
Ncino Common Stocks (NCNO) 0.3 $32M 1.2M 25.64
Camping World Holdings Inc-a Common Stocks (CWH) 0.3 $31M 3.2M 9.73
Transcat Common Stocks (TRNS) 0.3 $31M 546k 56.73
Kura Sushi Usa Inc Class A Common Stocks (KRUS) 0.3 $31M 590k 52.33
Freshpet Common Stocks (FRPT) 0.3 $31M 504k 60.93
Landbridge Co Llc-a Common Stocks (LB) 0.3 $30M 621k 48.99
Nlight Common Stocks (LASR) 0.3 $30M 805k 37.51
Wesbanco Common Stocks (WSBC) 0.3 $30M 894k 33.24
Clean Harbors Common Stocks (CLH) 0.3 $30M 127k 234.48
Soleno Therapeutics Common Stocks (SLNO) 0.3 $29M 618k 46.30
Q2 Holdings Common Stocks (QTWO) 0.3 $28M 393k 72.16
Calix Common Stocks (CALX) 0.3 $28M 523k 52.93
Northern Oil And Gas Common Stocks (NOG) 0.3 $27M 1.3M 21.47
Schneider National Inc-cl B Common Stocks (SNDR) 0.3 $27M 1.0M 26.53
Symbotic Common Stocks (SYM) 0.3 $27M 454k 59.50
Ha Sustainable Infrastructure Common Stocks (HASI) 0.3 $27M 846k 31.43
Butterfly Network Common Stocks (BFLY) 0.3 $26M 7.0M 3.80
Rhythm Pharmaceuticals Common Stocks (RYTM) 0.3 $25M 237k 107.04
Rxo Common Stocks (RXO) 0.3 $25M 2.0M 12.64
Gfl Environmental Inc-sub Vt Common Stocks (GFL) 0.3 $25M 585k 42.95
Lightpath Technologies Inc-a Common Stocks (LPTH) 0.3 $25M 2.3M 10.80
Alphatec Holdings Common Stocks (ATEC) 0.3 $24M 1.1M 21.04
Nrg Energy Common Stocks (NRG) 0.3 $24M 150k 159.24
Mirum Pharmaceuticals Common Stocks (MIRM) 0.2 $22M 280k 78.99
Arcellx Common Stocks (ACLX) 0.2 $22M 336k 65.20
Slide Insurance Holdings Common Stocks (SLDE) 0.2 $21M 1.1M 19.48
Western Alliance Bancorp Common Stocks (WAL) 0.2 $21M 246k 84.07
Twilio Inc - A Common Stocks (TWLO) 0.2 $20M 139k 142.24
Par Technology Corp/del Common Stocks (PAR) 0.2 $19M 527k 36.28
Select Medical Holdings Corp Common Stocks (SEM) 0.2 $19M 1.3M 14.85
Take-two Interactive Softwre Common Stocks (TTWO) 0.2 $17M 68k 256.03
Rocket Lab Corp Common Stocks (RKLB) 0.2 $17M 242k 69.76
Hippo Holdings Common Stocks (HIPO) 0.2 $16M 518k 30.08
Reddit Inc-cl A Common Stocks (RDDT) 0.2 $15M 66k 229.87
Kestra Medical Technologies Common Stocks (KMTS) 0.2 $15M 561k 26.52
Teradyne Common Stocks (TER) 0.2 $15M 76k 193.56
Lovesac Co/the Common Stocks (LOVE) 0.2 $15M 988k 14.75
Antero Resources Corp Common Stocks (AR) 0.1 $14M 395k 34.46
Vse Corp Common Stocks (VSEC) 0.1 $13M 76k 172.77
Waterbridge Infrastruc-cl A Common Stocks (WBI) 0.1 $12M 608k 20.01
United States Antimony Corp Common Stocks (UAMY) 0.1 $12M 2.4M 5.02
Ralph Lauren Common Stocks (RL) 0.1 $11M 32k 353.61
Exzeo Group Common Stocks (XZO) 0.1 $11M 443k 24.25
Unusual Machines Inc /us Common Stocks (UMAC) 0.1 $11M 834k 12.74
MKS Common Stocks (MKSI) 0.1 $9.4M 59k 159.80
Williams Sonoma Common Stocks (WSM) 0.1 $9.4M 53k 178.59
Cytokinetics Common Stocks (CYTK) 0.1 $8.7M 138k 63.54
Coherent Common Stocks (COHR) 0.1 $8.5M 46k 184.57
Cariloha Inc - Promissory Note Common Stocks 0.1 $7.7M 7.7M 1.00
Sofi Technologies Common Stocks (SOFI) 0.1 $7.6M 292k 26.18
Curtiss Wright Corp Common Stocks (CW) 0.1 $7.3M 13k 551.27
Expand Energy Corp Common Stocks (EXE) 0.1 $7.1M 64k 110.36
Amer Sports Common Stocks (AS) 0.1 $6.9M 184k 37.35
Viking Holdings Common Stocks (VIK) 0.1 $6.9M 96k 71.41
Comstock Common Stocks (LODE) 0.1 $6.8M 1.8M 3.76
Okta Common Stocks (OKTA) 0.1 $6.7M 78k 86.47
National Healthcare Corp Common Stocks (NHC) 0.1 $6.6M 48k 137.09
Intuitive Machines Common Stocks (LUNR) 0.1 $6.5M 403k 16.23
Amprius Technologies Common Stocks (AMPX) 0.1 $6.4M 810k 7.89
Visteon Corp Common Stocks (VC) 0.1 $5.7M 60k 95.10
Draftkings Inc - Cl A Common Stocks (DKNG) 0.1 $5.1M 149k 34.46
Cameco Corp Common Stocks (CCJ) 0.1 $4.8M 53k 91.49
Qnity Electronics Common Stocks (Q) 0.0 $4.4M 54k 81.65
Dupont De Nemours Common Stocks (DD) 0.0 $4.3M 107k 40.20
Establishment Labs Holdings Common Stocks (ESTA) 0.0 $4.2M 58k 72.88
Red Violet Common Stocks (RDVT) 0.0 $4.0M 70k 56.95
Sequans Prefunded Warrants Common Stocks (SQNS) 0.0 $3.3M 732k 4.49
Build-a-bear Workshop Common Stocks (BBW) 0.0 $3.2M 53k 61.27
Grupo Cibest Sa- Common Stocks (CIB) 0.0 $2.9M 46k 63.61
Senseonics Holdings Common Stocks (SENS) 0.0 $2.3M 421k 5.52
Iren Common Stocks (IREN) 0.0 $2.2M 59k 37.77
Credicorp Common Stocks (BAP) 0.0 $2.1M 7.5k 287.00
Kaspi Kz Jsc Common Stocks (KSPI) 0.0 $1.9M 24k 78.13
Phoenix Education Partners I Common Stocks (PXED) 0.0 $1.7M 56k 30.30
A2z Cust2mate Solutions Corp Common Stocks (AZ) 0.0 $1.5M 228k 6.51
Jumia Technologies Ag- Common Stocks (JMIA) 0.0 $1.4M 111k 12.49
Energy Fuels Common Stocks (UUUU) 0.0 $814k 56k 14.54
Owlet Common Stocks (OWLT) 0.0 $567k 35k 16.19
Implantica Ag-a Sdr Common Stocks 0.0 $453k 83k 5.45
Gorilla Technology Group Common Stocks (GRRR) 0.0 $405k 37k 10.92
Taiwan Semiconductor-sp Common Stocks (TSM) 0.0 $132k 433.00 303.89
Alibaba Group Holding Sp Common Stocks (BABA) 0.0 $37k 253.00 146.58
Vale Sa-sp Common Stocks (VALE) 0.0 $17k 1.3k 13.03
Nu Holdings Ltd/cayman Isl-a Common Stocks (NU) 0.0 $16k 930.00 16.88
Hdfc Bank Common Stocks (HDB) 0.0 $14k 395.00 36.54
Icici Bank Common Stocks (IBN) 0.0 $14k 480.00 29.80
Atre Common Stocks (RERE) 0.0 $12k 2.2k 5.30
Embraer Sa- Common Stocks (EMBJ) 0.0 $10k 160.00 64.37
Kb Financial Group Inc- Common Stocks (KB) 0.0 $10k 119.00 86.04
Sharkninja Common Stocks (SN) 0.0 $6.2k 55.00 111.91
Baidu Inc - Common Stocks (BIDU) 0.0 $5.9k 45.00 130.67
Shinhan Financial Group- Common Stocks (SHG) 0.0 $5.4k 100.00 53.63
Immunovant Common Stocks (IMVT) 0.0 $2.5k 100.00 25.42