Q4 2024 · 13F-HR
Hood River Capital Management LLCholdings as filed
Filed 2025-02-14 · accession 0001214659-25-002649
$6.77B
Reported value
159
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G3730V105 | FTAI | FTAI AVIATION LTD | $298.1M | 4.40% | 2,069,824 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $213.4M | 3.15% | 3,450,042 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $208.4M | 3.08% | 1,531,104 | Common | SOLE |
| 004498101 | ACIW | ACI WORLDWIDE INC | $175.2M | 2.59% | 3,374,507 | Common | SOLE |
| 644393100 | NFE | NEW FORTRESS ENERGY INC | $155.0M | 2.29% | 10,252,861 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $153.2M | 2.26% | 257,772 | Common | SOLE |
| 038169207 | APLD | APPLIED DIGITAL CORP | $115.7M | 1.71% | 15,147,422 | Common | SOLE |
| 19239V302 | CCOI | COGENT COMMUNICATIONS HOLDINGS INC | $110.7M | 1.63% | 1,436,855 | Common | SOLE |
| 40416E103 | HCI | HCI GROUP INC | $109.5M | 1.62% | 940,000 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $105.3M | 1.56% | 1,525,628 | Common | SOLE |
| 983793100 | XPO | XPO INC | $104.7M | 1.55% | 798,543 | Common | SOLE |
| 957638109 | WAL | WESTERN ALLIANCE BANCORP | $104.4M | 1.54% | 1,249,742 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $102.1M | 1.51% | 1,048,390 | Common | SOLE |
| 19247G107 | COHR | COHERENT INC | $99.2M | 1.46% | 1,046,785 | Common | SOLE |
| 199908104 | FIX | COMFORT SYSTEMS USA INC | $98.4M | 1.45% | 232,053 | Common | SOLE |
| 343412102 | FLR | FLUOR CORP | $96.3M | 1.42% | 1,952,254 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYSTEMS INC | $94.1M | 1.39% | 2,116,882 | Common | SOLE |
| 74736L109 | QTWO | Q2 HOLDINGS INC | $93.8M | 1.38% | 931,939 | Common | SOLE |
| 23834J201 | DAVE | DAVE INC | $92.9M | 1.37% | 1,068,756 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $92.4M | 1.36% | 1,322,879 | Common | SOLE |
| 498894104 | KNF | KNIFE RIVER CORP | $92.1M | 1.36% | 906,534 | Common | SOLE |
| 82982T106 | SITM | SITIME CORP | $90.5M | 1.34% | 421,960 | Common | SOLE |
| 04963C209 | ATRC | ATRICURE INC | $89.3M | 1.32% | 2,923,731 | Common | SOLE |
| 681116109 | OLLI | OLLIES BARGAIN OUTLET HLDG INC | $86.5M | 1.28% | 787,934 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD/ISRAEL | $84.3M | 1.24% | 252,975 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HOLDING CORP | $82.1M | 1.21% | 1,898,641 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC - CLASS A | $80.8M | 1.19% | 2,521,396 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $80.3M | 1.19% | 512,726 | Common | SOLE |
| 184496107 | CLH | CLEAN HARBORS INC | $78.6M | 1.16% | 341,701 | Common | SOLE |
| 26969P108 | EXP | EAGLE MATERIALS INC | $76.8M | 1.13% | 311,335 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $76.7M | 1.13% | 879,932 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $73.4M | 1.08% | 1,678,434 | Common | SOLE |
| 254543101 | DIOD | DIODES INC | $72.0M | 1.06% | 1,168,097 | Common | SOLE |
| 23204G100 | CUBI | CUSTOMERS BANCO | $71.6M | 1.06% | 1,470,951 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET & COMPANY CMN | $71.4M | 1.05% | 1,724,125 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC - ADR | $69.0M | 1.02% | 1,485,256 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HOLDINGS INC | $67.9M | 1.00% | 758,697 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $66.5M | 0.98% | 8,991,573 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SECURITY | $62.6M | 0.92% | 2,373,151 | Common | SOLE |
| 13462K109 | CWH | CAMPING WORLD HOLDINGS INC-A | $62.1M | 0.92% | 2,947,935 | Common | SOLE |
| 53190C102 | LTH | LIFE TIME GROUP HOLDINGS INC | $61.7M | 0.91% | 2,787,210 | Common | SOLE |
| 302081104 | EXLS | EXLSERVICE HOLDINGS INC | $61.3M | 0.91% | 1,381,290 | Common | SOLE |
| 74982T103 | RXO | RXO INC | $56.5M | 0.83% | 2,371,681 | Common | SOLE |
| 01625V104 | ALHC | ALIGNMENT HEALTHCARE INC | $55.7M | 0.82% | 4,952,995 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $54.6M | 0.81% | 644,785 | Common | SOLE |
| 671044105 | OSIS | OSI SYSTEMS INC | $54.5M | 0.81% | 325,679 | Common | SOLE |
| 928298108 | VSH | VISHAY INTERTECHNOLOGY INC | $53.9M | 0.80% | 3,179,455 | Common | SOLE |
| 09228F103 | BB | BLACKBERRY LTD | $53.3M | 0.79% | 14,091,726 | Common | SOLE |
| 125141101 | CECO | CECO ENVIRONMENTAL CORP | $52.6M | 0.78% | 1,740,740 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA-CELLULAR THERAPIES INC | $51.4M | 0.76% | 615,161 | Common | SOLE |
| G3323L100 | FN | FABRINET | $50.3M | 0.74% | 228,742 | Common | SOLE |
| 665531307 | NOG | NORTHERN OIL AND GAS INC | $50.3M | 0.74% | 1,352,583 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $49.8M | 0.73% | 3,129,149 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL-E ONLINE LTD | $49.4M | 0.73% | 905,174 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $48.5M | 0.72% | 355,058 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC-A | $48.3M | 0.71% | 4,599,072 | Common | SOLE |
| 248356107 | DNN | DENISON MINES CORP | $47.9M | 0.71% | 26,621,140 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $47.2M | 0.70% | 556,249 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $46.5M | 0.69% | 989,248 | Common | SOLE |
| 875372203 | TNDM | TANDEM DIABETES CARE INC | $46.0M | 0.68% | 1,278,047 | Common | SOLE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $44.1M | 0.65% | 779,300 | Common | SOLE |
| 185123106 | CWAN | CLEARWATER ANALYTICS HDS-A | $43.8M | 0.65% | 1,591,959 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $43.8M | 0.65% | 1,455,323 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $43.5M | 0.64% | 851,400 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LTD | $43.5M | 0.64% | 5,026,233 | Common | SOLE |
| 41068X100 | HASI | HA SUSTAINABLE INFRASTRUCTURE | $43.0M | 0.64% | 1,603,857 | Common | SOLE |
| 35953C106 | FIP | FTAI INFRASTRUCTURE LLC | $42.8M | 0.63% | 5,891,840 | Common | SOLE |
| 22207T101 | BASE | COUCHBASE INC | $42.7M | 0.63% | 2,738,468 | Common | SOLE |
| 00402L107 | ASO | ACADEMY SPORTS & OUTDOORS IN | $42.3M | 0.62% | 735,608 | Common | SOLE |
| G6331P104 | AOSL | ALPHA & OMEGA SEMICONDUCTOR | $42.2M | 0.62% | 1,138,597 | Common | SOLE |
| 514952100 | LB | LANDBRIDGE CO LLC-A | $41.4M | 0.61% | 641,345 | Common | SOLE |
| 29358P101 | ENSG | ENSIGN GROUP INC/THE | $40.4M | 0.60% | 304,309 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $39.4M | 0.58% | 127,839 | Common | SOLE |
| 55405Y100 | MTSI | MACOM TECHNOLOGY SOLUTIONS H | $38.3M | 0.56% | 294,449 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $36.0M | 0.53% | 643,691 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $35.7M | 0.53% | 1,213,862 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $35.2M | 0.52% | 649,590 | Common | SOLE |
| 497266106 | KEX | KIRBY CORP | $34.6M | 0.51% | 327,296 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD | $34.0M | 0.50% | 1,099,725 | Common | SOLE |
| 81619Q105 | SEM | SELECT MEDICAL HOLDINGS CORP | $33.1M | 0.49% | 1,755,733 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $32.9M | 0.49% | 401,442 | Common | SOLE |
| 25402D102 | DOCN | DIGITALOCEAN HOLDINGS INC | $32.8M | 0.48% | 963,049 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HOLDINGS INC | $32.8M | 0.48% | 390,832 | Common | SOLE |
| 34354P105 | FLS | FLOWSERVE CORP | $32.8M | 0.48% | 569,667 | Common | SOLE |
| M7518J104 | ODD | ODDITY TECH LTD-CL A | $30.7M | 0.45% | 729,536 | Common | SOLE |
| 030111207 | AMSC | AMERICAN SUPERCONDUCTOR CORP | $30.4M | 0.45% | 1,236,146 | Common | SOLE |
| 698884103 | PAR | PAR TECHNOLOGY CORP/DEL | $30.4M | 0.45% | 418,220 | Common | SOLE |
| G1110E107 | BHVN | BIOHAVEN LTD | $29.3M | 0.43% | 783,672 | Common | SOLE |
| 194014502 | ENOV | ENOVIS CORP | $29.0M | 0.43% | 661,430 | Common | SOLE |
| 458665304 | TILE | INTERFACE INC | $28.9M | 0.43% | 1,186,750 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $28.4M | 0.42% | 1,145,618 | Common | SOLE |
| 54738L109 | LOVE | LOVESAC CO/THE | $23.4M | 0.34% | 986,947 | Common | SOLE |
| 36168Q104 | GFL | GFL ENVIRONMENTAL INC-SUB VT | $20.2M | 0.30% | 453,907 | Common | SOLE |
| 552690109 | MDU | MDU RESOURCES GROUP INC | $20.0M | 0.29% | 1,108,137 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY GROUP LTD | $19.0M | 0.28% | 171,765 | Common | SOLE |
| 68278B107 | K4F | ONESTREAM INC | $18.4M | 0.27% | 646,112 | Common | SOLE |
| 501270102 | KRUS | KURA SUSHI USA INC CLASS A | $18.3M | 0.27% | 201,806 | Common | SOLE |
| 300426103 | ECG | EVERUS CONSTRUCTION GROUP | $18.2M | 0.27% | 277,015 | Common | SOLE |
| 46571Y107 | IIIV | I3 VERTICALS INC-CLASS A | $17.1M | 0.25% | 743,705 | Common | SOLE |
| 405024100 | HAE | HAEMONETICS CORP | $16.7M | 0.25% | 214,290 | Common | SOLE |
| 87305R109 | TTMI | TTM TECHNOLOGIES | $15.2M | 0.22% | 615,278 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC-CL A | $13.2M | 0.19% | 80,678 | Common | SOLE |
| 85208M102 | SFM | SPROUTS FARMERS MARKET INC | $11.8M | 0.17% | 92,682 | Common | SOLE |
| 98423F109 | XMTR | XOMETRY INC-A | $11.4M | 0.17% | 266,444 | Common | SOLE |
| 03674X106 | AR | ANTERO RESOURCES CORP | $11.0M | 0.16% | 314,601 | Common | SOLE |
| G93A5A101 | VIK | VIKING HOLDINGS LTD | $10.6M | 0.16% | 241,124 | Common | SOLE |
| 443510607 | HUBB | HUBBELL INC | $8.3M | 0.12% | 19,863 | Common | SOLE |
| 097751861 | BDRBF | BOMBARDIER INC-B | $8.2M | 0.12% | 121,027 | Common | SOLE |
| 629377508 | NRG | NRG ENERGY INC | $8.1M | 0.12% | 89,303 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $7.9M | 0.12% | 1,198,641 | Common | SOLE |
| 782011100 | RSI | RUSH STREET INTERACTIVE INC | $7.9M | 0.12% | 575,156 | Common | SOLE |
| 74874Q100 | QNST | QUINSTREET INC | $7.7M | 0.11% | 334,175 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC - A | $7.5M | 0.11% | 69,564 | Common | SOLE |
| 81617J301 | WTTR | SELECT WATER SOLUTIONS INC | $7.3M | 0.11% | 549,376 | Common | SOLE |
| H8088L103 | SRAD | SPORTRADAR GROUP AG-A | $7.2M | 0.11% | 418,060 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGNS SYSTEMS | $7.0M | 0.10% | 23,226 | Common | SOLE |
| 99PNT71S7 | — | CARILOHA INC - PROMISSORY NOTE | $6.7M | 0.10% | 6,660,819 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $6.6M | 0.10% | 41,648 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $6.5M | 0.10% | 137,668 | Common | SOLE |
| 26614N102 | DD | DUPONT DE NEMOURS INC | $6.4M | 0.10% | 84,565 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $6.1M | 0.09% | 200,957 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC -CLASS A | $5.9M | 0.09% | 263,519 | Common | SOLE |
| 87151X101 | SYM | SYMBOTIC INC | $5.7M | 0.08% | 240,571 | Common | SOLE |
| 20603L102 | CON | CONCENTRA GROUP HOLDINGS PAR | $5.2M | 0.08% | 265,357 | Common | SOLE |
| 876030107 | TPR | TAPESTRY INC | $5.2M | 0.08% | 79,500 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $5.1M | 0.08% | 183,225 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORP | $5.1M | 0.07% | 50,964 | Common | SOLE |
| 002896207 | ANF | ABERCROMBIE & FITCH CO CL A | $4.5M | 0.07% | 30,158 | Common | SOLE |
| 04010E109 | AGX | ARGAN INC | $4.2M | 0.06% | 30,902 | Common | SOLE |
| 83207R107 | SDHC | SMITH DOUGLAS HOMES CORP | $4.2M | 0.06% | 162,622 | Common | SOLE |
| 635906100 | NHC | NATIONAL HEALTHCARE CORP | $4.0M | 0.06% | 37,409 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $3.9M | 0.06% | 16,784 | Common | SOLE |
| 050734201 | AEYE | AUDIOEYE INC | $3.7M | 0.06% | 245,800 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $3.7M | 0.06% | 37,648 | Common | SOLE |
| 73931J109 | AIOT | POWERFLEET INC | $3.4M | 0.05% | 514,960 | Common | SOLE |
| 55306N104 | MKSI | MKS INSTRUMENTS INC | $3.4M | 0.05% | 32,826 | Common | SOLE |
| 134748102 | CAN | CANAAN INC | $2.0M | 0.03% | 962,234 | Common | SOLE |
| 203668108 | CYH | COMMUNITY HEALTH SYSTEMS INC | $1.9M | 0.03% | 640,935 | Common | SOLE |
| 51509P103 | LSEA | LANDSEA HOMES CORP | $1.9M | 0.03% | 218,422 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $1.8M | 0.03% | 43,530 | Common | SOLE |
| 92512J106 | VBNK | VERSABANK | $848,548 | 0.01% | 61,267 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $697,928 | 0.01% | 13,581 | Common | SOLE |
| 399909100 | GGAL | GRUPO FINANCIERO GALICIA-ADR | $644,202 | 0.01% | 10,337 | Common | SOLE |
| 893870204 | TGS | TRANSPORTADOR GAS-ADR SP B | $643,911 | 0.01% | 21,999 | Common | SOLE |
| 697660207 | PAM | PAMPA ENERGIA SA-SPON ADR | $592,100 | 0.01% | 6,733 | Common | SOLE |
| G27358103 | DESP1EUR | DESPEGAR.COM CO | $556,729 | 0.01% | 28,921 | Common | SOLE |
| 058934100 | BBAR | BBVA ARGENTINA SA-ADR | $531,869 | 0.01% | 27,905 | Common | SOLE |
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $478,682 | 0.01% | 9,293 | Common | SOLE |
| 157210105 | CEVA | CEVA INC | $472,587 | 0.01% | 14,979 | Common | SOLE |
| 87241L109 | TFII | TFI INTERNATIONAL INC | $433,369 | 0.01% | 3,208 | Common | SOLE |
| 05961W105 | BMA | BANCO MACRO SA-ADR | $430,485 | 0.01% | 4,449 | Common | SOLE |
| M7S750159 | NYAX | NAYAX LTD | $411,681 | 0.01% | 14,118 | Common | SOLE |
| G0896C103 | TBBB | BBB FOODS INC-CLASS A | $372,617 | 0.01% | 13,176 | Common | SOLE |
| G6700G107 | NVT | NVENT ELECTRIC PLC | $367,110 | 0.01% | 5,386 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HOLDING PLC | $337,070 | 0.00% | 5,949 | Common | SOLE |
| G7S00T104 | PNR | PENTAIR INC | $315,406 | 0.00% | 3,134 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HOLDINGS | $272,734 | 0.00% | 5,920 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP NV | $217,833 | 0.00% | 7,864 | Common | SOLE |
| L18268109 | CDRO | CODERE ONLINE LUXEMBOURG SA | $165,094 | 0.00% | 25,596 | 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.