Q3 2024 · 13F-HR
Hood River Capital Management LLCholdings as filed
Filed 2024-11-14 · accession 0001214659-24-018932
$6.19B
Reported value
142
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G3730V105 | FTAI | FTAI AVIATION LTD | $254.6M | 4.11% | 1,915,915 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $182.1M | 2.94% | 1,479,573 | Common | SOLE |
| 004498101 | ACIW | ACI WORLDWIDE INC | $166.7M | 2.69% | 3,274,196 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $154.8M | 2.50% | 3,390,299 | Common | SOLE |
| 199908104 | FIX | COMFORT SYSTEMS USA INC | $151.8M | 2.45% | 388,842 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HOLDINGS INC | $133.0M | 2.15% | 1,211,952 | Common | SOLE |
| 184496107 | CLH | CLEAN HARBORS INC | $126.8M | 2.05% | 524,728 | Common | SOLE |
| 19247G107 | COHR | COHERENT INC | $118.1M | 1.91% | 1,328,538 | Common | SOLE |
| 74736L109 | QTWO | Q2 HOLDINGS INC | $115.3M | 1.86% | 1,445,376 | Common | SOLE |
| 497266106 | KEX | KIRBY CORP | $113.3M | 1.83% | 925,536 | Common | SOLE |
| 038169207 | APLD | APPLIED DIGITAL CORP | $112.9M | 1.82% | 13,682,568 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $107.5M | 1.74% | 1,472,555 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYSTEMS INC | $106.5M | 1.72% | 1,884,884 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $104.8M | 1.69% | 262,347 | Common | SOLE |
| 957638109 | WAL | WESTERN ALLIANCE BANCORP | $104.3M | 1.68% | 1,205,586 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC - CLASS A | $96.8M | 1.56% | 2,729,757 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $91.4M | 1.48% | 502,104 | Common | SOLE |
| 19239V302 | CCOI | COGENT COMMUNICATIONS HOLDINGS INC | $89.5M | 1.45% | 1,179,472 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $89.0M | 1.44% | 1,282,998 | Common | SOLE |
| 55405Y100 | MTSI | MACOM TECHNOLOGY SOLUTIONS H | $88.9M | 1.44% | 799,343 | Common | SOLE |
| 26969P108 | EXP | EAGLE MATERIALS INC | $87.9M | 1.42% | 305,735 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $87.6M | 1.41% | 805,667 | Common | SOLE |
| 40416E103 | HCI | HCI GROUP INC | $87.0M | 1.40% | 812,668 | Common | SOLE |
| 983793100 | XPO | XPO INC | $82.8M | 1.34% | 770,115 | Common | SOLE |
| 185123106 | CWAN | CLEARWATER ANALYTICS HDS-A | $82.3M | 1.33% | 3,260,510 | Common | SOLE |
| 04963C209 | ATRC | ATRICURE INC | $79.4M | 1.28% | 2,830,600 | Common | SOLE |
| 498894104 | KNF | KNIFE RIVER CORP | $77.7M | 1.25% | 869,103 | Common | SOLE |
| 74982T103 | RXO | RXO INC | $77.1M | 1.24% | 2,753,788 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $76.5M | 1.23% | 8,144,637 | Common | SOLE |
| 346375108 | FORM | FORMFACTOR INC | $74.8M | 1.21% | 1,626,352 | Common | SOLE |
| 681116109 | OLLI | OLLIES BARGAIN OUTLET HLDG INC | $74.5M | 1.20% | 765,993 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD/ISRAEL | $73.5M | 1.19% | 251,925 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SECURITY | $72.5M | 1.17% | 3,112,972 | Common | SOLE |
| 387328107 | GVA | GRANITE CONSTRUCTION INC | $66.7M | 1.08% | 841,150 | Common | SOLE |
| 53190C102 | LTH | LIFE TIME GROUP HOLDINGS INC | $66.5M | 1.07% | 2,722,597 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $62.2M | 1.00% | 672,436 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $61.5M | 0.99% | 3,900,837 | Common | SOLE |
| 68404L201 | OPCH | OPTION CARE HEALTH INC | $60.8M | 0.98% | 1,943,366 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $60.4M | 0.98% | 1,332,812 | Common | SOLE |
| 343412102 | FLR | FLUOR CORP | $58.8M | 0.95% | 1,232,671 | Common | SOLE |
| 82982T106 | SITM | SITIME CORP | $57.0M | 0.92% | 332,328 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $56.2M | 0.91% | 625,084 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL-E ONLINE LTD | $55.9M | 0.90% | 1,455,156 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $54.1M | 0.87% | 344,551 | Common | SOLE |
| 671044105 | OSIS | OSI SYSTEMS INC | $53.5M | 0.86% | 352,610 | Common | SOLE |
| 665531307 | NOG | NORTHERN OIL AND GAS INC | $52.9M | 0.85% | 1,493,211 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $52.3M | 0.84% | 990,796 | Common | SOLE |
| 248356107 | DNN | DENISON MINES CORP | $52.0M | 0.84% | 28,422,354 | Common | SOLE |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC | $51.8M | 0.84% | 1,242,140 | Common | SOLE |
| 41068X100 | HASI | HA SUSTAINABLE INFRASTRUCTURE | $51.8M | 0.84% | 1,502,841 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $51.6M | 0.83% | 815,678 | Common | SOLE |
| 302081104 | EXLS | EXLSERVICE HOLDINGS INC | $51.0M | 0.82% | 1,337,786 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $49.6M | 0.80% | 805,981 | Common | SOLE |
| 23204G100 | CUBI | CUSTOMERS BANCO | $48.8M | 0.79% | 1,049,616 | Common | SOLE |
| G1110E107 | BHVN | BIOHAVEN LTD | $45.1M | 0.73% | 902,888 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET & COMPANY CMN | $44.6M | 0.72% | 1,735,948 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA-CELLULAR THERAPIES INC | $43.9M | 0.71% | 599,991 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $42.7M | 0.69% | 834,912 | Common | SOLE |
| 01625V104 | ALHC | ALIGNMENT HEALTHCARE INC | $41.9M | 0.68% | 3,547,783 | Common | SOLE |
| 35953C106 | FIP | FTAI INFRASTRUCTURE LLC | $41.6M | 0.67% | 4,439,273 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC - ADR | $41.3M | 0.67% | 1,433,934 | Common | SOLE |
| 25402D102 | DOCN | DIGITALOCEAN HOLDINGS INC | $41.1M | 0.66% | 1,018,042 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $38.1M | 0.62% | 1,630,349 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LTD | $37.1M | 0.60% | 4,730,748 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC - A | $36.5M | 0.59% | 1,292,379 | Common | SOLE |
| G3323L100 | FN | FABRINET | $35.8M | 0.58% | 151,504 | Common | SOLE |
| 78473E103 | SPXC | SPX TECHNOLOGIES INC | $34.4M | 0.56% | 215,802 | Common | SOLE |
| 83207R107 | SDHC | SMITH DOUGLAS HOMES CORP | $34.2M | 0.55% | 903,951 | Common | SOLE |
| 030111207 | AMSC | AMERICAN SUPERCONDUCTOR CORP | $33.8M | 0.55% | 1,431,940 | Common | SOLE |
| 87241L109 | TFII | TFI INTERNATIONAL INC | $33.5M | 0.54% | 244,864 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $32.6M | 0.53% | 646,662 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $32.6M | 0.53% | 1,143,567 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $32.2M | 0.52% | 614,598 | Common | SOLE |
| 22207T101 | BASE | COUCHBASE INC | $32.0M | 0.52% | 1,982,074 | Common | SOLE |
| 70202L102 | PSN | PARSONS CORP | $31.9M | 0.52% | 307,889 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $30.3M | 0.49% | 263,210 | Common | SOLE |
| 552690109 | MDU | MDU RESOURCES GROUP INC | $30.3M | 0.49% | 1,104,608 | Common | SOLE |
| 125141101 | CECO | CECO ENVIRONMENTAL CORP | $30.1M | 0.49% | 1,067,690 | Common | SOLE |
| 26154D100 | DFH | DREAM FINDERS HOMES INC - A | $30.0M | 0.48% | 828,368 | Common | SOLE |
| 34354P105 | FLS | FLOWSERVE CORP | $29.4M | 0.47% | 568,588 | Common | SOLE |
| 893529107 | TRNS | TRANSCAT INC | $29.3M | 0.47% | 242,277 | Common | SOLE |
| M7518J104 | ODD | ODDITY TECH LTD-CL A | $29.0M | 0.47% | 717,825 | Common | SOLE |
| 46571Y107 | IIIV | I3 VERTICALS INC-CLASS A | $28.6M | 0.46% | 1,343,321 | Common | SOLE |
| 29358P101 | ENSG | ENSIGN GROUP INC/THE | $27.6M | 0.45% | 191,828 | Common | SOLE |
| 21044C107 | ROAD | CONSTRUCTION PARTNERS INC-A | $27.4M | 0.44% | 391,867 | Common | SOLE |
| 54738L109 | LOVE | LOVESAC CO/THE | $26.6M | 0.43% | 927,716 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $20.4M | 0.33% | 703,395 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD | $19.3M | 0.31% | 747,077 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HOLDING CORP | $18.8M | 0.30% | 2,349,721 | Common | SOLE |
| 90385V107 | UCTT | ULTRA CLEAN HOLDINGS INC | $18.3M | 0.30% | 458,533 | Common | SOLE |
| 36168Q104 | GFL | GFL ENVIRONMENTAL INC-SUB VT | $16.3M | 0.26% | 409,659 | Common | SOLE |
| 405024100 | HAE | HAEMONETICS CORP | $16.1M | 0.26% | 200,580 | Common | SOLE |
| 81619Q105 | SEM | SELECT MEDICAL HOLDINGS CORP | $12.1M | 0.20% | 347,831 | Common | SOLE |
| 69380Q107 | PACS | PACS GROUP INC | $11.1M | 0.18% | 278,027 | Common | SOLE |
| 87305R109 | TTMI | TTM TECHNOLOGIES | $10.5M | 0.17% | 575,047 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY GROUP LTD | $10.2M | 0.16% | 140,886 | Common | SOLE |
| 097751861 | BDRBF | BOMBARDIER INC-B | $9.6M | 0.16% | 126,625 | Common | SOLE |
| 85208M102 | SFM | SPROUTS FARMERS MARKET INC | $9.6M | 0.16% | 87,129 | Common | SOLE |
| 04010E109 | AGX | ARGAN INC | $9.4M | 0.15% | 92,763 | Common | SOLE |
| 77664L207 | ROOT | ROOT INC/OH | $9.3M | 0.15% | 245,943 | Common | SOLE |
| 26614N102 | DD | DUPONT DE NEMOURS INC | $9.0M | 0.15% | 100,789 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC-A | $8.9M | 0.14% | 2,238,861 | Common | SOLE |
| Y7542C130 | STNG | SCORPIO TANKERS INC | $7.9M | 0.13% | 111,088 | Common | SOLE |
| 501270102 | KRUS | KURA SUSHI USA INC CLASS A | $7.8M | 0.13% | 96,490 | Common | SOLE |
| G93A5A101 | VIK | VIKING HOLDINGS LTD | $7.7M | 0.12% | 221,466 | Common | SOLE |
| 23834J201 | DAVE | DAVE INC | $7.5M | 0.12% | 188,825 | Common | SOLE |
| 74874Q100 | QNST | QUINSTREET INC | $7.2M | 0.12% | 378,863 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMEUTICALS INC | $7.2M | 0.12% | 469,381 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $7.0M | 0.11% | 1,071,586 | Common | SOLE |
| 03674X106 | AR | ANTERO RESOURCES CORP | $6.9M | 0.11% | 239,934 | Common | SOLE |
| 002896207 | ANF | ABERCROMBIE & FITCH CO CL A | $6.4M | 0.10% | 45,615 | Common | SOLE |
| 285512109 | EA | ELECTRONIC ARTS INC | $6.4M | 0.10% | 44,356 | Common | SOLE |
| 51509P103 | LSEA | LANDSEA HOMES CORP | $6.0M | 0.10% | 487,605 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $6.0M | 0.10% | 22,249 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC -CLASS A | $6.0M | 0.10% | 249,704 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $6.0M | 0.10% | 53,031 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGNS SYSTEMS | $6.0M | 0.10% | 21,963 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $5.9M | 0.09% | 130,254 | Common | SOLE |
| 629377508 | NRG | NRG ENERGY INC | $5.9M | 0.09% | 64,269 | Common | SOLE |
| 782011100 | RSI | RUSH STREET INTERACTIVE INC | $5.5M | 0.09% | 503,929 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC-CL A | $5.0M | 0.08% | 76,560 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $5.0M | 0.08% | 39,388 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $4.7M | 0.08% | 143,116 | Common | SOLE |
| 635906100 | NHC | NATIONAL HEALTHCARE CORP | $4.5M | 0.07% | 35,522 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $4.4M | 0.07% | 189,878 | Common | SOLE |
| 98423F109 | XMTR | XOMETRY INC-A | $3.9M | 0.06% | 209,981 | Common | SOLE |
| 203668108 | CYH | COMMUNITY HEALTH SYSTEMS INC | $3.7M | 0.06% | 609,155 | Common | SOLE |
| 55306N104 | MKSI | MKS INSTRUMENTS INC | $3.4M | 0.05% | 31,194 | Common | SOLE |
| 30041R108 | EVER | EVERQUOTE INC - CLASS A | $3.3M | 0.05% | 156,455 | Common | SOLE |
| 74317M104 | PAL | PROFICIENT AUTO LOGISTICS INC | $3.2M | 0.05% | 224,229 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $250,644 | 0.00% | 5,248 | Common | SOLE |
| G27358103 | DESP1EUR | DESPEGAR.COM CO | $194,816 | 0.00% | 15,711 | Common | SOLE |
| 399909100 | GGAL | GRUPO FINANCIERO GALICIA-ADR | $168,107 | 0.00% | 3,994 | Common | SOLE |
| G0896C103 | TBBB | BBB FOODS INC-CLASS A | $161,610 | 0.00% | 5,387 | Common | SOLE |
| M7S750159 | NYAX | NAYAX LTD | $145,514 | 0.00% | 5,772 | Common | SOLE |
| G7S00T104 | PNR | PENTAIR INC | $135,048 | 0.00% | 1,381 | Common | SOLE |
| 05961W105 | BMA | BANCO MACRO SA-ADR | $126,556 | 0.00% | 1,993 | Common | SOLE |
| L18268109 | CDRO | CODERE ONLINE LUXEMBOURG SA | $124,141 | 0.00% | 15,537 | Common | SOLE |
| 058934100 | BBAR | BBVA ARGENTINA SA-ADR | $114,340 | 0.00% | 11,026 | Common | SOLE |
| G33856108 | GSM | FERROGLOBE PLC | $104,929 | 0.00% | 22,614 | Common | SOLE |
| 48138M105 | JMIA | JUMIA TECHNOLOGIES AG-ADR | $78,530 | 0.00% | 14,706 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HOLDINGS | $76,155 | 0.00% | 1,760 | 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.