Q1 2025 · 13F-HR
Hood River Capital Management LLCholdings as filed
Filed 2025-05-15 · accession 0001214659-25-007676
$5.86B
Reported value
144
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 004498101 | ACIW | ACI WORLDWIDE INC | $188.9M | 3.22% | 3,452,073 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $181.4M | 3.10% | 1,554,387 | Common | SOLE |
| 40416E103 | HCI | HCI GROUP INC | $140.5M | 2.40% | 941,323 | Common | SOLE |
| 038169207 | APLD | APPLIED DIGITAL CORP | $119.5M | 2.04% | 21,266,717 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $118.9M | 2.03% | 1,558,286 | Common | SOLE |
| 957638109 | WAL | WESTERN ALLIANCE BANCORP | $105.0M | 1.79% | 1,367,013 | Common | SOLE |
| 644393100 | NFE | NEW FORTRESS ENERGY INC | $104.4M | 1.78% | 12,564,654 | Common | SOLE |
| 498894104 | KNF | KNIFE RIVER CORP | $102.5M | 1.75% | 1,136,223 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC - ADR | $97.3M | 1.66% | 1,532,348 | Common | SOLE |
| 01625V104 | ALHC | ALIGNMENT HEALTHCARE INC | $96.9M | 1.65% | 5,205,912 | Common | SOLE |
| 04963C209 | ATRC | ATRICURE INC | $96.8M | 1.65% | 2,999,207 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $94.6M | 1.61% | 524,644 | Common | SOLE |
| 23834J201 | DAVE | DAVE INC | $93.1M | 1.59% | 1,126,816 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYSTEMS INC | $87.5M | 1.49% | 2,162,555 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD/ISRAEL | $87.1M | 1.49% | 257,601 | Common | SOLE |
| 983793100 | XPO | XPO INC | $85.5M | 1.46% | 794,788 | Common | SOLE |
| 53190C102 | LTH | LIFE TIME GROUP HOLDINGS INC | $82.4M | 1.41% | 2,729,858 | Common | SOLE |
| 928298108 | VSH | VISHAY INTERTECHNOLOGY INC | $82.2M | 1.40% | 5,172,692 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $80.8M | 1.38% | 243,994 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $80.0M | 1.36% | 958,664 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $79.7M | 1.36% | 900,205 | Common | SOLE |
| G3323L100 | FN | FABRINET | $77.4M | 1.32% | 391,837 | Common | SOLE |
| 199908104 | FIX | COMFORT SYSTEMS USA INC | $76.9M | 1.31% | 238,480 | Common | SOLE |
| 82982T106 | SITM | SITIME CORP | $75.9M | 1.30% | 496,594 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HOLDINGS INC | $75.5M | 1.29% | 1,211,902 | Common | SOLE |
| 23204G100 | CUBI | CUSTOMERS BANCO | $75.3M | 1.28% | 1,499,609 | Common | SOLE |
| 19239V302 | CCOI | COGENT COMMUNICATIONS HOLDINGS INC | $74.3M | 1.27% | 1,211,918 | Common | SOLE |
| 302081104 | EXLS | EXLSERVICE HOLDINGS INC | $73.9M | 1.26% | 1,564,969 | Common | SOLE |
| 671044105 | OSIS | OSI SYSTEMS INC | $72.5M | 1.24% | 373,158 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HOLDINGS INC | $72.2M | 1.23% | 740,153 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SECURITY | $72.2M | 1.23% | 2,431,306 | Common | SOLE |
| 26969P108 | EXP | EAGLE MATERIALS INC | $70.3M | 1.20% | 316,578 | Common | SOLE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $67.7M | 1.16% | 1,291,320 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $67.4M | 1.15% | 1,356,115 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LTD | $66.0M | 1.13% | 6,595,949 | Common | SOLE |
| 184496107 | CLH | CLEAN HARBORS INC | $64.8M | 1.11% | 328,673 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HOLDING CORP | $62.5M | 1.07% | 1,944,158 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $61.4M | 1.05% | 1,556,488 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $60.7M | 1.04% | 1,717,048 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC-A | $58.2M | 0.99% | 5,818,235 | Common | SOLE |
| 13462K109 | CWH | CAMPING WORLD HOLDINGS INC-A | $57.4M | 0.98% | 3,554,133 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $56.8M | 0.97% | 1,650,102 | Common | SOLE |
| 194014502 | ENOV | ENOVIS CORP | $55.1M | 0.94% | 1,442,583 | Common | SOLE |
| 16115Q308 | GTLS | CHART INDUSTRIES INC | $54.4M | 0.93% | 376,995 | Common | SOLE |
| 681116109 | OLLI | OLLIE'S BARGAIN OUTLET HLDG INC | $54.4M | 0.93% | 467,326 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $53.5M | 0.91% | 795,771 | Common | SOLE |
| 33768G107 | FCFS | FIRSTCASH HOLDINGS INC | $51.6M | 0.88% | 428,594 | Common | SOLE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $51.6M | 0.88% | 464,294 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $51.2M | 0.87% | 847,682 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $50.5M | 0.86% | 1,256,580 | Common | SOLE |
| 81619Q105 | SEM | SELECT MEDICAL HOLDINGS CORP | $50.4M | 0.86% | 3,017,029 | Common | SOLE |
| G6331P104 | AOSL | ALPHA & OMEGA SEMICONDUCTOR | $49.4M | 0.84% | 1,986,142 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC | $48.9M | 0.83% | 944,894 | Common | SOLE |
| 514952100 | LB | LANDBRIDGE CO LLC-A | $46.1M | 0.79% | 641,345 | Common | SOLE |
| 41068X100 | HASI | HA SUSTAINABLE INFRASTRUCTURE | $45.4M | 0.77% | 1,551,567 | Common | SOLE |
| 875372203 | TNDM | TANDEM DIABETES CARE INC | $44.3M | 0.76% | 2,312,044 | Common | SOLE |
| 125141101 | CECO | CECO ENVIRONMENTAL CORP | $44.0M | 0.75% | 1,927,668 | Common | SOLE |
| 74736L109 | QTWO | Q2 HOLDINGS INC | $43.7M | 0.75% | 545,780 | Common | SOLE |
| 34354P105 | FLS | FLOWSERVE CORP | $41.7M | 0.71% | 853,580 | Common | SOLE |
| 665531307 | NOG | NORTHERN OIL AND GAS INC | $41.7M | 0.71% | 1,377,980 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $40.6M | 0.69% | 77,258 | Common | SOLE |
| 343412102 | FLR | FLUOR CORP | $40.2M | 0.69% | 1,122,875 | Common | SOLE |
| 29358P101 | ENSG | ENSIGN GROUP INC/THE | $39.4M | 0.67% | 304,754 | Common | SOLE |
| 946784105 | WAY | WAYSTAR HOLDING CORP | $37.8M | 0.64% | 1,011,502 | Common | SOLE |
| 74982T103 | RXO | RXO INC | $37.6M | 0.64% | 1,966,334 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $37.3M | 0.64% | 337,164 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $35.9M | 0.61% | 1,121,251 | Common | SOLE |
| 387328107 | GVA | GRANITE CONSTRUCTION INC | $35.7M | 0.61% | 473,856 | Common | SOLE |
| 248356107 | DNN | DENISON MINES CORP | $35.0M | 0.60% | 26,898,811 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $34.9M | 0.60% | 659,431 | Common | SOLE |
| 25402D102 | DOCN | DIGITALOCEAN HOLDINGS INC | $32.9M | 0.56% | 984,749 | Common | SOLE |
| 458665304 | TILE | INTERFACE INC | $32.3M | 0.55% | 1,629,742 | Common | SOLE |
| M7518J104 | ODD | ODDITY TECH LTD-CL A | $31.9M | 0.54% | 737,499 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC - CLASS A | $31.6M | 0.54% | 901,873 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $30.7M | 0.52% | 9,216,040 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $30.6M | 0.52% | 855,771 | Common | SOLE |
| 296315104 | ESE | ESCO TECHNOLOGIES INC | $30.2M | 0.52% | 189,711 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD | $29.9M | 0.51% | 1,569,499 | Common | SOLE |
| 19247G107 | COHR | COHERENT INC | $29.3M | 0.50% | 451,939 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $29.3M | 0.50% | 872,635 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $28.4M | 0.48% | 751,614 | Common | SOLE |
| 14167L103 | CDNA | CAREDX INC | $28.1M | 0.48% | 1,583,956 | Common | SOLE |
| 35953C106 | FIP | FTAI INFRASTRUCTURE LLC | $26.8M | 0.46% | 5,911,277 | Common | SOLE |
| 913915104 | UTI | UNIVERSAL TECHNICAL INSTITUT | $26.2M | 0.45% | 1,021,592 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $25.9M | 0.44% | 662,983 | Common | SOLE |
| 698884103 | PAR | PAR TECHNOLOGY CORP/DEL | $25.8M | 0.44% | 420,138 | Common | SOLE |
| 893529107 | TRNS | TRANSCAT INC | $25.4M | 0.43% | 341,148 | Common | SOLE |
| 36168Q104 | GFL | GFL ENVIRONMENTAL INC-SUB VT | $24.8M | 0.42% | 513,075 | Common | SOLE |
| 87305R109 | TTMI | TTM TECHNOLOGIES | $22.8M | 0.39% | 1,113,394 | Common | SOLE |
| 030111207 | AMSC | AMERICAN SUPERCONDUCTOR CORP | $22.5M | 0.38% | 1,239,096 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $20.1M | 0.34% | 1,175,863 | Common | SOLE |
| 552690109 | MDU | MDU RESOURCES GROUP INC | $19.0M | 0.32% | 1,123,736 | Common | SOLE |
| 85208M102 | SFM | SPROUTS FARMERS MARKET INC | $16.6M | 0.28% | 108,649 | Common | SOLE |
| 00402L107 | ASO | ACADEMY SPORTS & OUTDOORS IN | $15.9M | 0.27% | 347,848 | Common | SOLE |
| 54738L109 | LOVE | LOVESAC CO/THE | $15.3M | 0.26% | 842,206 | Common | SOLE |
| 03674X106 | AR | ANTERO RESOURCES CORP | $14.9M | 0.25% | 368,994 | Common | SOLE |
| 607828100 | MOD | MODINE MANUFACTURING CO | $13.4M | 0.23% | 174,892 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HOLDINGS INC | $13.3M | 0.23% | 372,567 | Common | SOLE |
| 21874A106 | CORZ | CORE SCIENTIFIC INC | $12.7M | 0.22% | 1,760,170 | Common | SOLE |
| 629377508 | NRG | NRG ENERGY INC | $11.5M | 0.20% | 120,638 | Common | SOLE |
| 124155102 | BFLY | BUTTERFLY NETWORK INC | $11.3M | 0.19% | 4,950,868 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC - CLASS A | $10.6M | 0.18% | 423,707 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $10.1M | 0.17% | 236,064 | Common | SOLE |
| G93A5A101 | VIK | VIKING HOLDINGS LTD | $9.6M | 0.16% | 241,992 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC - A | $9.6M | 0.16% | 98,061 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $8.9M | 0.15% | 84,233 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC-CL A | $8.7M | 0.15% | 83,388 | Common | SOLE |
| G0896C103 | TBBB | BBB FOODS INC-CLASS A | $8.4M | 0.14% | 314,711 | Common | SOLE |
| 98423F109 | XMTR | XOMETRY INC-A | $7.8M | 0.13% | 312,112 | Common | SOLE |
| 04010E109 | AGX | ARGAN INC | $7.7M | 0.13% | 58,622 | Common | SOLE |
| 81617J301 | WTTR | SELECT WATER SOLUTIONS INC | $7.7M | 0.13% | 730,137 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $7.4M | 0.13% | 277,786 | Common | SOLE |
| 26614N102 | DD | DUPONT DE NEMOURS INC | $7.4M | 0.13% | 99,200 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $7.4M | 0.13% | 161,778 | Common | SOLE |
| 87151X101 | SYM | SYMBOTIC INC | $7.4M | 0.13% | 365,521 | Common | SOLE |
| 74275G107 | PRTH | PRIORITY TECHNOLOGY HOLDINGS | $7.3M | 0.13% | 1,076,166 | Common | SOLE |
| 782011100 | RSI | RUSH STREET INTERACTIVE INC | $7.2M | 0.12% | 675,089 | Common | SOLE |
| 48581R205 | KSPI | KASPI KZ JSC | $7.0M | 0.12% | 75,024 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGNS SYSTEMS | $7.0M | 0.12% | 27,351 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORP | $6.6M | 0.11% | 59,561 | Common | SOLE |
| 66661N886 | NPB | NORTHPOINTE BANCSHARES INC | $6.6M | 0.11% | 455,646 | Common | SOLE |
| 876030107 | TPR | TAPESTRY INC | $6.6M | 0.11% | 93,427 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $6.5M | 0.11% | 1,447,652 | Common | SOLE |
| 74874Q100 | QNST | QUINSTREET INC | $6.5M | 0.11% | 362,312 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $6.0M | 0.10% | 76,200 | Common | SOLE |
| 20603L102 | CON | CONCENTRA GROUP HOLDINGS PAR | $5.8M | 0.10% | 265,914 | Common | SOLE |
| 456941103 | INR | INFINITY NATURAL RESOUR-CL A | $5.7M | 0.10% | 305,425 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWRE | $5.7M | 0.10% | 27,605 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $4.3M | 0.07% | 84,372 | Common | SOLE |
| 635906100 | NHC | NATIONAL HEALTHCARE CORP | $4.1M | 0.07% | 44,055 | Common | SOLE |
| 097751861 | BDRBF | BOMBARDIER INC-B | $4.1M | 0.07% | 71,999 | Common | SOLE |
| 443510607 | HUBB | HUBBELL INC | $3.9M | 0.07% | 11,688 | Common | SOLE |
| 64049M209 | NEO | NEOGENOMICS INC | $3.2M | 0.06% | 341,936 | Common | SOLE |
| 73931J109 | AIOT | POWERFLEET INC | $3.0M | 0.05% | 555,551 | Common | SOLE |
| 203668108 | CYH | COMMUNITY HEALTH SYSTEMS INC | $2.1M | 0.04% | 761,967 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $1.2M | 0.02% | 51,400 | Common | SOLE |
| 88557W101 | QFIN | QIFU TECHNOLOGY INC | $1.2M | 0.02% | 26,300 | Common | SOLE |
| 05968L102 | CIBEUR | BANCOLOMBIA S.A.-SPONS ADR | $1.1M | 0.02% | 28,400 | Common | SOLE |
| 528877103 | LX | LEXINFINTECH HOLDINGS L-ADR | $1.1M | 0.02% | 111,000 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HOLDINGS | $909,911 | 0.02% | 22,299 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $900,869 | 0.02% | 21,887 | Common | SOLE |
| M84137104 | SMWB | SIMILARWEB LTD | $537,550 | 0.01% | 65,000 | Common | SOLE |
| G21082105 | CYD | CHINA YUCHAI INTL LTD | $236,807 | 0.00% | 13,938 | Common | SOLE |
| 90138A103 | VNET | VNET GROUP INC-ADR | $176,972 | 0.00% | 21,582 | 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.