Q2 2024 · 13F-HR
Hood River Capital Management LLCholdings as filed
Filed 2024-08-14 · accession 0001214659-24-014414
$4.83B
Reported value
144
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G3730V105 | FTAI | FTAI AVIATION LTD | $315.6M | 6.54% | 3,057,732 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $127.8M | 2.65% | 1,194,250 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC | $127.2M | 2.64% | 2,165,548 | Common | SOLE |
| 199908104 | FIX | COMFORT SYSTEMS USA INC | $108.2M | 2.24% | 355,897 | Common | SOLE |
| 346375108 | FORM | FORMFACTOR INC | $108.0M | 2.24% | 1,784,553 | Common | SOLE |
| 184496107 | CLH | CLEAN HARBORS INC | $107.5M | 2.23% | 475,285 | Common | SOLE |
| 19247G107 | COHR | COHERENT INC | $104.0M | 2.16% | 1,435,534 | Common | SOLE |
| 497266106 | KEX | KIRBY CORP | $97.3M | 2.02% | 812,283 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $95.7M | 1.98% | 521,093 | Common | SOLE |
| 004498101 | ACIW | ACI WORLDWIDE INC | $95.0M | 1.97% | 2,400,340 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $88.1M | 1.83% | 1,315,392 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HOLDINGS INC | $86.0M | 1.78% | 1,070,980 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $84.0M | 1.74% | 382,630 | Common | SOLE |
| 55405Y100 | MTSI | MACOM TECHNOLOGY SOLUTIONS H | $78.6M | 1.63% | 704,834 | Common | SOLE |
| 74736L109 | QTWO | Q2 HOLDINGS INC | $76.1M | 1.58% | 1,261,924 | Common | SOLE |
| M20791105 | CAMT | CAMTEK LTD | $73.3M | 1.52% | 585,239 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYSTEMS INC | $71.9M | 1.49% | 1,497,888 | Common | SOLE |
| 40416E103 | HCI | HCI GROUP INC | $70.7M | 1.47% | 767,544 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $66.3M | 1.37% | 1,125,712 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $66.2M | 1.37% | 224,850 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS LLC | $65.6M | 1.36% | 757,391 | Common | SOLE |
| 33768G107 | FCFS | FIRSTCASH HOLDINGS INC | $64.4M | 1.33% | 613,844 | Common | SOLE |
| 983793100 | XPO | XPO INC | $62.0M | 1.28% | 584,200 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD/ISRAEL | $61.1M | 1.27% | 223,584 | Common | SOLE |
| 148929102 | CAVA | CAVA GROUP INC | $60.9M | 1.26% | 656,870 | Common | SOLE |
| 26969P108 | EXP | EAGLE MATERIALS INC | $58.1M | 1.20% | 267,371 | Common | SOLE |
| 038169207 | APLD | APPLIED DIGITAL CORP | $57.1M | 1.18% | 9,596,231 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $54.2M | 1.12% | 502,820 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SECURITY | $54.0M | 1.12% | 2,696,640 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $53.6M | 1.11% | 713,146 | Common | SOLE |
| 498894104 | KNF | KNIFE RIVER CORP | $53.4M | 1.11% | 761,001 | Common | SOLE |
| 248356107 | DNN | DENISON MINES CORP | $50.3M | 1.04% | 25,263,766 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC - CLASS A | $49.5M | 1.03% | 1,643,028 | Common | SOLE |
| 19239V302 | CCOI | COGENT COMMUNICATIONS HOLDINGS INC | $49.3M | 1.02% | 874,174 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $49.0M | 1.01% | 3,896,784 | Common | SOLE |
| 68404L201 | OPCH | OPTION CARE HEALTH INC | $47.9M | 0.99% | 1,729,029 | Common | SOLE |
| 343412102 | FLR | FLUOR CORP | $47.6M | 0.99% | 1,092,064 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $44.2M | 0.92% | 549,066 | Common | SOLE |
| 671044105 | OSIS | OSI SYSTEMS INC | $43.6M | 0.90% | 316,788 | Common | SOLE |
| 185123106 | CWAN | CLEARWATER ANALYTICS HDS-A | $43.3M | 0.90% | 2,336,913 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $43.0M | 0.89% | 1,141,485 | Common | SOLE |
| 74982T103 | RXO | RXO INC | $42.8M | 0.89% | 1,635,582 | Common | SOLE |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC | $42.8M | 0.89% | 1,075,824 | Common | SOLE |
| G4740B105 | ICHR | ICHOR HOLDINGS LTD | $42.7M | 0.89% | 1,108,227 | Common | SOLE |
| 04523Y105 | ASPN | ASPEN AEROGELS INC | $41.8M | 0.87% | 1,752,519 | Common | SOLE |
| 030111207 | AMSC | AMERICAN SUPERCONDUCTOR CORP | $40.6M | 0.84% | 1,735,014 | Common | SOLE |
| 04963C209 | ATRC | ATRICURE INC | $40.4M | 0.84% | 1,775,243 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $40.0M | 0.83% | 737,637 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $37.9M | 0.78% | 714,578 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL-E ONLINE LTD | $36.2M | 0.75% | 997,560 | Common | SOLE |
| 665531307 | NOG | NORTHERN OIL AND GAS INC | $35.5M | 0.74% | 955,579 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $35.5M | 0.74% | 914,003 | Common | SOLE |
| 957638109 | WAL | WESTERN ALLIANCE BANCORP | $34.9M | 0.72% | 555,941 | Common | SOLE |
| 53190C102 | LTH | LIFE TIME GROUP HOLDINGS INC | $34.1M | 0.71% | 1,811,841 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $33.6M | 0.70% | 243,897 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA-CELLULAR THERAPIES INC | $33.4M | 0.69% | 487,518 | Common | SOLE |
| 87241L109 | TFII | TFI INTERNATIONAL INC | $31.2M | 0.65% | 215,016 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC - A | $30.9M | 0.64% | 1,617,452 | Common | SOLE |
| 22207T101 | BASE | COUCHBASE INC | $29.8M | 0.62% | 1,629,893 | Common | SOLE |
| 41068X100 | HASI | HA SUSTAINABLE INFRASTRUCTURE | $29.2M | 0.61% | 988,135 | Common | SOLE |
| 387328107 | GVA | GRANITE CONSTRUCTION INC | $29.1M | 0.60% | 470,282 | Common | SOLE |
| 45667G103 | INFNEUR | INFINERA CORP | $29.0M | 0.60% | 4,753,842 | Common | SOLE |
| 25402D102 | DOCN | DIGITALOCEAN HOLDINGS INC | $28.6M | 0.59% | 823,656 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $28.0M | 0.58% | 1,572,929 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO | $26.9M | 0.56% | 129,003 | Common | SOLE |
| 78473E103 | SPXC | SPX TECHNOLOGIES INC | $26.7M | 0.55% | 187,537 | Common | SOLE |
| 23204G100 | CUBI | CUSTOMERS BANCO | $26.3M | 0.55% | 549,063 | Common | SOLE |
| 21044C107 | ROAD | CONSTRUCTION PARTNERS INC-A | $26.3M | 0.54% | 476,021 | Common | SOLE |
| 46571Y107 | IIIV | I3 VERTICALS INC-CLASS A | $26.3M | 0.54% | 1,190,184 | Common | SOLE |
| 35953C106 | FIP | FTAI INFRASTRUCTURE LLC | $25.5M | 0.53% | 2,957,163 | Common | SOLE |
| 552690109 | MDU | MDU RESOURCES GROUP INC | $24.4M | 0.51% | 970,983 | Common | SOLE |
| 01625V104 | ALHC | ALIGNMENT HEALTHCARE INC | $24.3M | 0.50% | 3,106,690 | Common | SOLE |
| 57776J100 | MXL | MAXLINEAR INC | $24.2M | 0.50% | 1,200,811 | Common | SOLE |
| 34354P105 | FLS | FLOWSERVE CORP | $23.9M | 0.50% | 497,120 | Common | SOLE |
| 681116109 | OLLI | OLLIE'S BARGAIN OUTLET HLDG INC | $23.7M | 0.49% | 240,954 | Common | SOLE |
| 893529107 | TRNS | TRANSCAT INC | $23.6M | 0.49% | 196,838 | Common | SOLE |
| M7518J104 | ODD | ODDITY TECH LTD-CL A | $23.4M | 0.48% | 595,959 | Common | SOLE |
| 465741106 | ITRI | ITRON INC | $22.6M | 0.47% | 228,492 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $21.9M | 0.45% | 2,732,427 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC-A | $21.3M | 0.44% | 3,454,324 | Common | SOLE |
| 82706C108 | SIMO | SILICON MOTION TECHNOL-ADR | $21.2M | 0.44% | 261,857 | Common | SOLE |
| 88080T104 | WULF | TERAWULF INC | $20.5M | 0.43% | 4,613,919 | Common | SOLE |
| 405024100 | HAE | HAEMONETICS CORP | $20.3M | 0.42% | 245,090 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $18.9M | 0.39% | 125,174 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $18.4M | 0.38% | 410,342 | Common | SOLE |
| 90385V107 | UCTT | ULTRA CLEAN HOLDINGS INC | $17.9M | 0.37% | 366,266 | Common | SOLE |
| 54738L109 | LOVE | LOVESAC CO/THE | $17.5M | 0.36% | 774,015 | Common | SOLE |
| 04035M102 | ARHS | ARHAUS INC | $17.3M | 0.36% | 1,022,489 | Common | SOLE |
| 125141101 | CECO | CECO ENVIRONMENTAL CORP | $15.5M | 0.32% | 537,105 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC - ADR | $15.4M | 0.32% | 1,062,456 | Common | SOLE |
| 81619Q105 | SEM | SELECT MEDICAL HOLDINGS CORP | $14.8M | 0.31% | 422,672 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGNS SYSTEMS | $13.7M | 0.28% | 44,536 | Common | SOLE |
| Q4982L109 | IREN | IRIS ENERGY LTD | $13.6M | 0.28% | 1,206,171 | Common | SOLE |
| G1110E107 | BHVN | BIOHAVEN LTD | $12.8M | 0.27% | 368,902 | Common | SOLE |
| 457730109 | INSP | INSPIRE MEDICAL SYSTEMS INC | $12.5M | 0.26% | 93,082 | Common | SOLE |
| 36168Q104 | GFL | GFL ENVIRONMENTAL INC-SUB VT | $12.4M | 0.26% | 319,349 | Common | SOLE |
| 03823U102 | AAOI | APPLIED OPTOELECTRONICS INC | $11.4M | 0.24% | 1,375,404 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LTD | $11.0M | 0.23% | 2,026,873 | Common | SOLE |
| 94845U105 | WBTN | WEBTOON ENTERTAINMENT INC | $10.4M | 0.21% | 453,441 | Common | SOLE |
| 77664L207 | ROOT | ROOT INC/OH | $9.5M | 0.20% | 188,157 | Common | SOLE |
| 749527107 | 1RG | REV GROUP INC | $9.2M | 0.19% | 367,887 | Common | SOLE |
| Y7542C130 | STNG | SCORPIO TANKERS INC | $8.9M | 0.19% | 110,082 | Common | SOLE |
| 87305R109 | TTMI | TTM TECHNOLOGIES | $8.8M | 0.18% | 453,239 | Common | SOLE |
| 45827U109 | INTA | INTAPP INC | $7.9M | 0.16% | 215,524 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY GROUP LTD | $7.6M | 0.16% | 108,832 | Common | SOLE |
| 26614N102 | DD | DUPONT DE NEMOURS INC | $7.5M | 0.16% | 93,287 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HOLDING CORP | $6.9M | 0.14% | 832,792 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $6.9M | 0.14% | 50,822 | Common | SOLE |
| 097751861 | BDRBF | BOMBARDIER INC-B | $6.3M | 0.13% | 98,313 | Common | SOLE |
| 03674X106 | AR | ANTERO RESOURCES CORP | $6.0M | 0.13% | 185,385 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $5.8M | 0.12% | 835,260 | Common | SOLE |
| 74317M104 | PAL | PROFICIENT AUTO LOGISTICS INC | $5.6M | 0.12% | 348,705 | Common | SOLE |
| 433539202 | HIPO | HIPPO HOLDINGS INC | $5.5M | 0.11% | 321,924 | Common | SOLE |
| 04010E109 | AGX | ARGAN INC | $5.2M | 0.11% | 71,689 | Common | SOLE |
| 69380Q107 | PACS | PACS GROUP INC | $4.9M | 0.10% | 164,798 | Common | SOLE |
| 85208M102 | SFM | SPROUTS FARMERS MARKET INC | $4.6M | 0.10% | 55,504 | Common | SOLE |
| 48581R205 | KSPI | KASPI KZ JSC | $4.6M | 0.10% | 35,805 | Common | SOLE |
| 55306N104 | MKSI | MKS INSTRUMENTS INC | $4.6M | 0.10% | 35,276 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $4.2M | 0.09% | 146,726 | Common | SOLE |
| L44385109 | GLOB | GLOBANT SA | $4.2M | 0.09% | 23,405 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC -CLASS A | $4.1M | 0.08% | 192,892 | Common | SOLE |
| 159864107 | CRL | CHARLES RIV LABORATORIES INTL | $4.0M | 0.08% | 19,226 | Common | SOLE |
| 629377508 | NRG | NRG ENERGY INC | $3.9M | 0.08% | 49,512 | Common | SOLE |
| 60938K304 | — | MONEYLION INC | $3.8M | 0.08% | 51,737 | Common | SOLE |
| 830566105 | SKAA | SKECHERS U S A INC CL A | $3.8M | 0.08% | 54,967 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $3.3M | 0.07% | 30,433 | Common | SOLE |
| 157085101 | CERS | CERUS CORP | $2.6M | 0.05% | 1,469,754 | Common | SOLE |
| 635906100 | NHC | NATIONAL HEALTHCARE CORP | $2.5M | 0.05% | 23,217 | Common | SOLE |
| 51509P103 | LSEA | LANDSEA HOMES CORP | $2.2M | 0.04% | 236,000 | Common | SOLE |
| 70437C109 | — | PAYFARE INC | $1.9M | 0.04% | 461,271 | Common | SOLE |
| 45782N108 | INSE | INSPIRED ENTERTAINMENT INC | $1.6M | 0.03% | 178,965 | Common | SOLE |
| 86803S106 | HDL | SUPER HI INTERNATIONAL HOLDI | $1.1M | 0.02% | 58,910 | Common | SOLE |
| 203668108 | CYH | COMMUNITY HEALTH SYSTEMS INC | $788,928 | 0.02% | 234,800 | Common | SOLE |
| G93A5A101 | VIK | VIKING HOLDINGS LTD | $245,522 | 0.01% | 7,234 | Common | SOLE |
| 00BP37WP1 | — | SPROTT PHYSICAL URANIUM TRUS | $206,517 | 0.00% | 11,127 | Common | SOLE |
| G27358103 | DESP1EUR | DESPEGAR.COM CO | $191,319 | 0.00% | 14,461 | Common | SOLE |
| G0896C103 | TBBB | BBB FOODS INC-CLASS A | $118,843 | 0.00% | 4,958 | Common | SOLE |
| M7S750159 | NYAX | NAYAX LTD | $115,823 | 0.00% | 5,313 | Common | SOLE |
| G33856108 | GSM | FERROGLOBE PLC | $111,574 | 0.00% | 20,816 | Common | SOLE |
| 006136040 | — | VEDANTA LTD | $101,306 | 0.00% | 18,600 | Common | SOLE |
| G7S00T104 | PNR | PENTAIR INC | $97,448 | 0.00% | 1,271 | Common | SOLE |
| 48138M105 | JMIA | JUMIA TECHNOLOGIES AG-ADR | $92,840 | 0.00% | 13,225 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HOLDINGS | $43,168 | 0.00% | 950 | Common | SOLE |
| 30223G102 | EXAIEUR | EXSCIENTIA PLC | $13,668 | 0.00% | 2,680 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.