Hood River Capital Management

Hood River Capital Management as of June 30, 2026

Portfolio Holdings for Hood River Capital Management

Hood River Capital Management holds 166 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Applied Digital Corp Common Stocks (APLD) 6.1 $840M 23M 37.30
Digitalocean Holdings Common Stocks (DOCN) 4.8 $660M 4.2M 157.03
Mastec Common Stocks (MTZ) 3.5 $488M 1.2M 416.06
Dave Common Stocks (DAVE) 3.0 $411M 1.1M 372.59
Bloom Energy Corp- A Common Stocks (BE) 3.0 $407M 1.3M 302.70
Semtech Corp Common Stocks (SMTC) 2.6 $364M 2.3M 161.85
Xpo Common Stocks (XPO) 1.9 $266M 1.3M 205.29
Firstcash Holdings Common Stocks (FCFS) 1.9 $264M 1.2M 216.32
Krystal Biotech Common Stocks (KRYS) 1.8 $247M 663k 371.67
Knight-swift Transportation Common Stocks (KNX) 1.7 $238M 3.1M 77.87
Lumentum Holdings Common Stocks (LITE) 1.6 $226M 263k 858.06
Lattice Semiconductor Corp Common Stocks (LSCC) 1.6 $225M 1.5M 152.96
Livanova Common Stocks (LIVN) 1.5 $211M 2.6M 82.23
Guardant Health Common Stocks (GH) 1.5 $209M 1.4M 150.03
Applied Optoelectronics Common Stocks (AAOI) 1.5 $206M 1.4M 148.16
Babcock & Wilcox Enterpr Common Stocks (BW) 1.4 $193M 14M 14.10
Xometry Inc-a Common Stocks (XMTR) 1.4 $192M 2.0M 96.52
Hut 8 Corp Common Stocks (HUT) 1.4 $191M 1.7M 115.44
Rxo Common Stocks (RXO) 1.3 $179M 6.5M 27.59
Kratos Defense & Security Common Stocks (KTOS) 1.1 $156M 3.1M 49.86
Customers Banco Common Stocks (CUBI) 1.1 $154M 1.9M 79.10
Clean Harbors Common Stocks (CLH) 1.1 $149M 499k 298.75
Blackberry Common Stocks (BB) 1.1 $148M 12M 12.65
Alignment Healthcare Common Stocks (ALHC) 1.1 $147M 6.2M 23.81
Bandwidth Inc-class A Common Stocks (BAND) 1.1 $145M 2.3M 63.30
Praxis Precision Medicines I Common Stocks (PRAX) 1.0 $142M 425k 334.79
Ptc Therapeutics Common Stocks (PTCT) 1.0 $142M 1.7M 81.57
Granite Construction Common Stocks (GVA) 1.0 $138M 871k 158.08
Unity Software Common Stocks (U) 1.0 $135M 4.7M 28.58
Rush Street Interactive Common Stocks (RSI) 1.0 $133M 4.5M 29.74
Scholar Rock Holding Corp Common Stocks (SRRK) 0.9 $122M 2.2M 55.00
Aci Worldwide Common Stocks (ACIW) 0.8 $117M 2.3M 50.29
Esco Technologies Common Stocks (ESE) 0.8 $116M 330k 350.04
Insmed Common Stocks (INSM) 0.8 $113M 1.1M 106.62
Red Cat Holdings Common Stocks (RCAT) 0.8 $113M 11M 10.65
Butterfly Network Common Stocks (BFLY) 0.8 $111M 13M 8.42
Cava Group Common Stocks (CAVA) 0.8 $110M 1.4M 78.48
Protagonist The Common Stocks (PTGX) 0.8 $108M 883k 122.58
Api Group Corp Common Stocks (APG) 0.8 $108M 2.5M 42.35
Draftkings Inc - Cl A Common Stocks (DKNG) 0.8 $107M 4.2M 25.26
Life Time Group Holdings Common Stocks (LTH) 0.8 $104M 2.5M 40.84
Bridgebio Pharma Common Stocks (BBIO) 0.7 $100M 1.3M 74.48
Sitime Corp Common Stocks (SITM) 0.7 $100M 134k 745.56
Axsome Therapeutics Common Stocks (AXSM) 0.7 $99M 403k 244.77
Ondas Common Stocks (ONDS) 0.7 $96M 12M 8.24
Karman Holdings Common Stocks (KRMN) 0.7 $96M 1.9M 49.92
Ttm Technologies Common Stocks (TTMI) 0.7 $94M 502k 187.02
Aerovironment Common Stocks (AVAV) 0.7 $93M 564k 165.07
Wesbanco Common Stocks (WSBC) 0.7 $92M 2.4M 39.03
Arrowhead Pharmaceuticals In Common Stocks (ARWR) 0.7 $91M 1.1M 81.51
Madrigal Pharmaceuticals Common Stocks (MDGL) 0.7 $91M 169k 536.95
Osi Systems Common Stocks (OSIS) 0.7 $91M 414k 218.70
Radnet Common Stocks (RDNT) 0.7 $90M 1.5M 61.67
Tg Therapeutics Common Stocks (TGTX) 0.6 $88M 1.6M 54.94
Palomar Holdings Common Stocks (PLMR) 0.6 $86M 682k 126.39
Qxo Common Stocks (QXO) 0.6 $85M 4.9M 17.28
Cognex Corp Common Stocks (CGNX) 0.6 $85M 1.2M 72.42
Denison Mines Corp Common Stocks (DNN) 0.6 $82M 27M 3.06
Atricure Common Stocks (ATRC) 0.6 $81M 2.9M 27.98
Ensign Group Inc/the Common Stocks (ENSG) 0.6 $81M 505k 160.30
Usa Rare Earth Common Stocks (USAR) 0.6 $80M 3.7M 21.58
Neurocrine Biosciences Common Stocks (NBIX) 0.6 $79M 469k 168.53
Genius Sports Common Stocks (GENI) 0.6 $78M 13M 6.06
Almonty Industries Common Stocks (ALM) 0.6 $77M 4.6M 16.56
Signet Jewelers Common Stocks (SIG) 0.5 $76M 878k 86.20
Vse Corp Common Stocks (VSEC) 0.5 $75M 330k 228.50
Schneider National Inc-cl B Common Stocks (SNDR) 0.5 $70M 1.9M 36.53
Teradyne Common Stocks (TER) 0.5 $68M 140k 483.84
Kirby Corp Common Stocks (KEX) 0.5 $68M 498k 135.97
Waterbridge Infrastruc-cl A Common Stocks (WBI) 0.5 $67M 2.0M 34.27
Universal Technical Institut Common Stocks (UTI) 0.5 $67M 1.6M 42.77
Celcuity Common Stocks (CELC) 0.5 $66M 628k 104.62
Fabrinet Common Stocks (FN) 0.5 $66M 117k 562.08
Axon Enterprise Common Stocks (AXON) 0.4 $60M 107k 560.61
Flowserve Corp Common Stocks (FLS) 0.4 $60M 802k 74.16
Lightpath Technologies Inc-a Common Stocks (LPTH) 0.4 $58M 3.6M 16.35
Nlight Common Stocks (LASR) 0.4 $58M 836k 69.62
Texas Capital Bancshares Common Stocks (TCBI) 0.4 $58M 559k 103.26
Ollies Bargain Outlet Hldg Common Stocks (OLLI) 0.4 $57M 742k 76.88
Interface Common Stocks (TILE) 0.4 $57M 1.6M 35.84
Syndax Pharmaceuticals Common Stocks (SNDX) 0.4 $56M 2.6M 21.86
Transcat Common Stocks (TRNS) 0.4 $56M 602k 92.77
New Era Energy & Digital Common Stocks (NUAI) 0.4 $55M 8.6M 6.38
Five Below Common Stocks (FIVE) 0.4 $51M 285k 179.79
Ha Sustainable Infrastructure Common Stocks (HASI) 0.4 $51M 1.3M 39.05
Itg Inc Cl A Common Stocks 0.4 $50M 3.1M 16.00
Transmedics Group Common Stocks (TMDX) 0.4 $50M 751k 66.42
Axogen Common Stocks (AXGN) 0.4 $49M 1.1M 46.19
York Space Systems Common Stocks (YSS) 0.4 $48M 2.0M 24.62
Enovis Corp Common Stocks (ENOV) 0.3 $48M 2.3M 20.70
Landbridge Co Llc-a Common Stocks (LB) 0.3 $47M 593k 79.24
Knife River Corp Common Stocks (KNF) 0.3 $45M 535k 83.65
Sharkninja Common Stocks (SN) 0.3 $44M 289k 152.27
Take-two Interactive Softwre Common Stocks (TTWO) 0.3 $43M 173k 249.98
Rocket Lab Corp Common Stocks (RKLB) 0.3 $43M 422k 101.65
Xenergy Common Stocks 0.3 $43M 2.3M 18.36
Terawulf Common Stocks (WULF) 0.3 $42M 1.7M 24.70
Academy Sports & Outdoors In Common Stocks (ASO) 0.3 $42M 891k 47.13
Cytokinetics Common Stocks (CYTK) 0.3 $40M 469k 85.19
Boot Barn Holdings Common Stocks (BOOT) 0.3 $39M 238k 164.27
Nrg Energy Common Stocks (NRG) 0.3 $38M 260k 146.06
Slide Insurance Holdings Common Stocks (SLDE) 0.3 $37M 1.9M 19.37
Gfl Environmental Inc-sub Vt Common Stocks (GFL) 0.3 $36M 990k 36.79
Crinetics Pharmaceuticals In Common Stocks (CRNX) 0.3 $36M 969k 37.42
Grand Canyon Education Common Stocks (LOPE) 0.3 $36M 253k 143.11
Mirum Pharmaceuticals Common Stocks (MIRM) 0.3 $36M 306k 117.07
Unusual Machines Inc /us Common Stocks (UMAC) 0.2 $33M 1.5M 22.30
Tfi International Common Stocks (TFII) 0.2 $33M 231k 143.57
Tyra Biosciences Common Stocks (TYRA) 0.2 $33M 1.0M 31.94
Revolution Medicines Common Stocks (RVMD) 0.2 $32M 170k 187.28
Comstock Common Stocks (LODE) 0.2 $28M 6.7M 4.16
Northern Oil And Gas Common Stocks (NOG) 0.2 $28M 1.5M 18.15
Hippo Holdings Common Stocks (HIPO) 0.2 $26M 901k 28.26
Kodiak Gas Services Common Stocks (KGS) 0.2 $25M 336k 75.13
Antero Resources Corp Common Stocks (AR) 0.2 $24M 688k 35.14
Corvus Pharmaceuticals Common Stocks (CRVS) 0.2 $24M 1.6M 14.94
Ralph Lauren Common Stocks (RL) 0.2 $22M 55k 401.41
Ftai Aviation Common Stocks (FTAI) 0.1 $21M 76k 270.53
Reddit Inc-cl A Common Stocks (RDDT) 0.1 $20M 116k 173.58
Amprius Technologies Common Stocks (AMPX) 0.1 $20M 1.4M 13.86
Kestra Medical Technologies Common Stocks (KMTS) 0.1 $19M 754k 25.44
Bobs Discount Furniture Common Stocks (BOBS) 0.1 $18M 1.2M 15.82
Curtiss Wright Corp Common Stocks (CW) 0.1 $18M 23k 757.76
Silicon Motion Technol- Common Stocks (SIMO) 0.1 $18M 53k 333.33
National Healthcare Corp Common Stocks (NHC) 0.1 $17M 81k 211.36
Ermenegildo Zegna Nv Common Stocks (ZGN) 0.1 $16M 1.3M 13.02
Lovesac Co/the Common Stocks (LOVE) 0.1 $16M 953k 16.69
Solv Energy Inc-cl A Common Stocks (MWH) 0.1 $16M 467k 34.05
Monolithic Power Systems Common Stocks (MPWR) 0.1 $15M 11k 1382.36
Fervo Energy Co-a Common Stocks 0.1 $15M 501k 29.23
Target Hospitality Corp Common Stocks (TH) 0.1 $14M 674k 20.36
Viking Holdings Common Stocks (VIK) 0.1 $13M 121k 104.67
Mamas Creations Common Stocks (MAMA) 0.1 $11M 625k 17.85
Ambiq Micro Common Stocks (AMBQ) 0.1 $11M 122k 88.30
Establishment Labs Holdings Common Stocks (ESTA) 0.1 $10M 117k 85.81
Madison Air Solutions Corp-a Common Stocks 0.1 $9.2M 237k 39.00
Intercorp Financial Services Common Stocks (IFS) 0.1 $8.8M 155k 56.96
Super Group Sghc Common Stocks (SGHC) 0.1 $8.7M 640k 13.55
Dupont De Nemours Common Stocks (DD) 0.1 $8.2M 61k 135.64
Once Upon A Farm Pbc Common Stocks (OFRM) 0.1 $7.8M 380k 20.48
Electrovaya Common Stocks (ELVA) 0.1 $7.7M 730k 10.50
Tower Semiconductor Common Stocks (TSEM) 0.1 $7.6M 29k 260.64
Silicom Common Stocks (SILC) 0.1 $7.5M 157k 47.94
Mda Space Common Stocks (MDA) 0.1 $7.4M 178k 41.28
Sharonai Holdings Common Stocks (SHAZ) 0.1 $7.0M 83k 84.66
Suja Life Common Stocks 0.0 $6.8M 665k 10.16
Cemex S A Common Stocks (CX) 0.0 $6.4M 534k 12.00
Iren Common Stocks (IREN) 0.0 $6.4M 140k 45.73
Credicorp Common Stocks (BAP) 0.0 $6.1M 16k 389.58
Taiwan Semiconductor-sp Common Stocks (TSM) 0.0 $4.4M 9.2k 477.57
Aib Data Centers Common Stocks (AIB) 0.0 $4.0M 1.9M 2.12
Canada Goose Holdings Common Stocks (GOOS) 0.0 $4.0M 417k 9.51
Grupo Cibest Sa- Common Stocks (CIB) 0.0 $3.6M 45k 79.43
Ss Innovations International Common Stocks (SSII) 0.0 $3.5M 833k 4.15
Jumia Technologies Ag- Common Stocks (JMIA) 0.0 $2.9M 411k 7.05
Chronoscale Corporation Common Stocks (CHRN) 0.0 $2.6M 118k 22.22
Weride Inc- Common Stocks (WRD) 0.0 $2.3M 392k 5.82
Innio Holding Gmbh Common Stocks 0.0 $1.4M 35k 39.55
Flotek Industries Common Stocks (FTK) 0.0 $1.2M 50k 23.52
Millicom Intl Cellular Common Stocks (TIGO) 0.0 $748k 8.2k 90.76
MKS Common Stocks (MKSI) 0.0 $643k 1.4k 444.80
Formfactor Common Stocks (FORM) 0.0 $467k 2.9k 159.93
Navitas Semiconductor Corp Common Stocks (NVTS) 0.0 $299k 17k 17.92
Ekso Bionics Holdings Inc Series B P Common Stocks (EKSO) 0.0 $259k 2.9k 88.56
Baidu Inc - Common Stocks (BIDU) 0.0 $161k 1.4k 114.29
Immunovant Common Stocks (IMVT) 0.0 $3.9k 100.00 38.53