Q4 2025 · 13F-HR
Hood River Capital Management LLCholdings as filed
Filed 2026-02-17 · accession 0001214659-26-001836
$9.12B
Reported value
175
Positions
2025-12-31
Period end
The Brief · Hood River Capital Management LLC · Q4 2025
AI · grounded in 13F
Hood River Capital Management LLC exited its position in VRNS for a reduction of $109.65M. The fund established a new position in BE worth $135.18M and added PRAX with a $85.32M investment. Other notable activity includes closing positions in OKLO and PSN, while increasing its stake in GH by 280.9%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 038169207 | APLD | APPLIED DIGITAL CORP | $540.4M | 5.92% | 22,037,431 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $322.5M | 3.54% | 1,483,661 | Common | SOLE |
| 23834J201 | DAVE | DAVE INC | $247.1M | 2.71% | 1,115,931 | Common | SOLE |
| 199908104 | FIX | COMFORT SYSTEMS USA INC | $229.5M | 2.52% | 245,857 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SECURITY | $208.4M | 2.28% | 2,745,472 | Common | SOLE |
| 33768G107 | FCFS | FIRSTCASH HOLDINGS INC | $177.9M | 1.95% | 1,116,102 | Common | SOLE |
| 68236H204 | ONDS | ONDAS INC | $169.4M | 1.86% | 17,357,213 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $164.8M | 1.81% | 2,236,224 | Common | SOLE |
| 983793100 | XPO | XPO INC | $156.2M | 1.71% | 1,148,950 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $155.3M | 1.70% | 8,052,900 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $151.2M | 1.66% | 613,302 | Common | SOLE |
| 004498101 | ACIW | ACI WORLDWIDE INC | $145.2M | 1.59% | 3,036,491 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $144.2M | 1.58% | 247,560 | Common | SOLE |
| 40416E103 | HCI | HCI GROUP INC | $143.3M | 1.57% | 747,783 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP- A | $135.2M | 1.48% | 1,555,734 | Common | SOLE |
| 23204G100 | CUBI | CUSTOMERS BANCO | $126.2M | 1.38% | 1,725,701 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $123.3M | 1.35% | 2,792,007 | Common | SOLE |
| 04963C209 | ATRC | ATRICURE INC | $122.5M | 1.34% | 3,096,611 | Common | SOLE |
| 01625V104 | ALHC | ALIGNMENT HEALTHCARE INC | $121.9M | 1.34% | 6,173,433 | Common | SOLE |
| 53190C102 | LTH | LIFE TIME GROUP HOLDINGS INC | $116.8M | 1.28% | 4,393,585 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HOLDINGS INC | $111.7M | 1.22% | 303,126 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $111.0M | 1.22% | 637,577 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HOLDINGS INC | $110.4M | 1.21% | 2,412,682 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $106.1M | 1.16% | 453,779 | Common | SOLE |
| 185123106 | CWAN | CLEARWATER ANALYTICS HDS-A | $103.8M | 1.14% | 4,304,707 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $99.9M | 1.10% | 978,515 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $99.6M | 1.09% | 1,395,891 | Common | SOLE |
| 681116109 | OLLI | OLLIES BARGAIN OUTLET HLDG INC | $99.1M | 1.09% | 904,043 | Common | SOLE |
| 671044105 | OSIS | OSI SYSTEMS INC | $96.8M | 1.06% | 379,374 | Common | SOLE |
| 387328107 | GVA | GRANITE CONSTRUCTION INC | $96.5M | 1.06% | 836,528 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $96.0M | 1.05% | 1,255,185 | Common | SOLE |
| 705573103 | PEGA | PEGASYTEMS INC | $94.9M | 1.04% | 1,588,403 | Common | SOLE |
| 82982T106 | SITM | SITIME CORP | $94.7M | 1.04% | 268,149 | Common | SOLE |
| 485924104 | KRMN | KARMAN HOLDINGS INC | $94.6M | 1.04% | 1,293,435 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HOLDING CORP | $89.3M | 0.98% | 2,026,758 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $88.6M | 0.97% | 2,315,987 | Common | SOLE |
| 29358P101 | ENSG | ENSIGN GROUP INC/THE | $85.7M | 0.94% | 492,003 | Common | SOLE |
| 74006W207 | PRAX | PRAXIS PRECISION MEDICINES I | $85.3M | 0.94% | 289,467 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $84.0M | 0.92% | 690,357 | Common | SOLE |
| 499049104 | KNX | KNIGHT-SWIFT TRANSPORTATION | $83.0M | 0.91% | 1,587,046 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LTD | $76.6M | 0.84% | 6,954,535 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $76.2M | 0.84% | 1,003,075 | Common | SOLE |
| 378973507 | GSAT | GLOBALSTAR | $75.6M | 0.83% | 1,238,132 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $75.3M | 0.83% | 945,585 | Common | SOLE |
| 248356107 | DNN | DENISON MINES CORP | $71.9M | 0.79% | 27,013,269 | Common | SOLE |
| 27579R104 | EWBC | EAST WEST BANCORP INC | $71.4M | 0.78% | 635,682 | Common | SOLE |
| G81276100 | SIG | SIGNET JEWELERS LTD | $70.5M | 0.77% | 850,311 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC-CLASS A | $69.2M | 0.76% | 1,330,800 | Common | SOLE |
| 607828100 | MOD | MODINE MANUFACTURING CO | $69.0M | 0.76% | 516,520 | Common | SOLE |
| 782011100 | RSI | RUSH STREET INTERACTIVE INC | $68.6M | 0.75% | 3,531,704 | Common | SOLE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $67.9M | 0.74% | 922,577 | Common | SOLE |
| 05614L209 | BW | BABCOCK & WILCOX ENTERPR | $67.5M | 0.74% | 10,648,389 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $66.9M | 0.73% | 366,176 | Common | SOLE |
| 302081104 | EXLS | EXLSERVICE HOLDINGS INC | $66.8M | 0.73% | 1,574,133 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC | $65.1M | 0.71% | 708,846 | Common | SOLE |
| 60471A101 | MIR | MIRION TECHNOLOGIES INC | $65.1M | 0.71% | 2,780,137 | Common | SOLE |
| 26969P108 | EXP | EAGLE MATERIALS INC | $61.1M | 0.67% | 295,645 | Common | SOLE |
| 296315104 | ESE | ESCO TECHNOLOGIES INC | $58.7M | 0.64% | 300,195 | Common | SOLE |
| 34354P105 | FLS | FLOWSERVE CORP | $57.7M | 0.63% | 832,335 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $55.2M | 0.61% | 389,297 | Common | SOLE |
| 25402D102 | DOCN | DIGITALOCEAN HOLDINGS INC | $54.8M | 0.60% | 1,138,128 | Common | SOLE |
| 38526M106 | LOPE | GRAND CANYON EDUCATION INC | $51.8M | 0.57% | 311,436 | Common | SOLE |
| 33829M101 | FIVE | FIVE BELOW | $50.2M | 0.55% | 266,389 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $48.7M | 0.53% | 2,316,553 | Common | SOLE |
| 44812J104 | HUT | HUT 8 CORP | $47.9M | 0.52% | 1,041,669 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC-A | $47.8M | 0.52% | 475,440 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $47.1M | 0.52% | 1,581,234 | Common | SOLE |
| 98423F109 | XMTR | XOMETRY INC-A | $46.6M | 0.51% | 782,783 | Common | SOLE |
| 194014502 | ENOV | ENOVIS CORP | $46.3M | 0.51% | 1,738,185 | Common | SOLE |
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $46.3M | 0.51% | 393,992 | Common | SOLE |
| 00402L107 | ASO | ACADEMY SPORTS & OUTDOORS IN | $46.2M | 0.51% | 924,935 | Common | SOLE |
| 020398707 | ALM | ALMONTY INDUSTRIES INC | $46.1M | 0.51% | 5,231,489 | Common | SOLE |
| 458665304 | TILE | INTERFACE INC | $45.9M | 0.50% | 1,643,498 | Common | SOLE |
| 03823U102 | AAOI | APPLIED OPTOELECTRONICS INC | $44.5M | 0.49% | 1,275,621 | Common | SOLE |
| 87305R109 | TTMI | TTM TECHNOLOGIES | $43.7M | 0.48% | 633,940 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $42.4M | 0.47% | 74,733 | Common | SOLE |
| 913915104 | UTI | UNIVERSAL TECHNICAL INSTITUT | $42.3M | 0.46% | 1,618,453 | Common | SOLE |
| 09228F103 | BB | BLACKBERRY LTD | $42.0M | 0.46% | 11,084,465 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $41.8M | 0.46% | 897,403 | Common | SOLE |
| G3323L100 | FN | FABRINET | $37.4M | 0.41% | 82,157 | Common | SOLE |
| 00246W103 | AXTI | AXT INC | $32.9M | 0.36% | 2,012,228 | Common | SOLE |
| M7518J104 | ODD | ODDITY TECH LTD-CL A | $31.5M | 0.35% | 783,730 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $31.5M | 0.34% | 1,226,726 | Common | SOLE |
| 13462K109 | CWH | CAMPING WORLD HOLDINGS INC-A | $31.0M | 0.34% | 3,185,403 | Common | SOLE |
| 893529107 | TRNS | TRANSCAT INC | $31.0M | 0.34% | 545,816 | Common | SOLE |
| 501270102 | KRUS | KURA SUSHI USA INC CLASS A | $30.8M | 0.34% | 589,511 | Common | SOLE |
| 358039105 | FRPT | FRESHPET INC | $30.7M | 0.34% | 504,276 | Common | SOLE |
| 514952100 | LB | LANDBRIDGE CO LLC-A | $30.4M | 0.33% | 621,071 | Common | SOLE |
| 65487K100 | LASR | NLIGHT INC | $30.2M | 0.33% | 804,457 | Common | SOLE |
| 950810101 | WSBC | WESBANCO INC | $29.7M | 0.33% | 894,431 | Common | SOLE |
| 184496107 | CLH | CLEAN HARBORS INC | $29.7M | 0.33% | 126,765 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $28.6M | 0.31% | 618,005 | Common | SOLE |
| 74736L109 | QTWO | Q2 HOLDINGS INC | $28.4M | 0.31% | 393,041 | Common | SOLE |
| 13100M509 | CALX | CALIX INC. | $27.7M | 0.30% | 523,261 | Common | SOLE |
| 665531307 | NOG | NORTHERN OIL AND GAS INC | $27.3M | 0.30% | 1,270,371 | Common | SOLE |
| 80689H102 | SNDR | SCHNEIDER NATIONAL INC-CL B | $27.2M | 0.30% | 1,026,734 | Common | SOLE |
| 87151X101 | SYM | SYMBOTIC INC | $27.0M | 0.30% | 453,992 | Common | SOLE |
| 41068X100 | HASI | HA SUSTAINABLE INFRASTRUCTURE | $26.6M | 0.29% | 845,496 | Common | SOLE |
| 124155102 | BFLY | BUTTERFLY NETWORK INC | $26.4M | 0.29% | 6,954,486 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $25.4M | 0.28% | 237,043 | Common | SOLE |
| 74982T103 | RXO | RXO INC | $25.2M | 0.28% | 1,993,491 | Common | SOLE |
| 36168Q104 | GFL | GFL ENVIRONMENTAL INC-SUB VT | $25.1M | 0.28% | 585,346 | Common | SOLE |
| 532257805 | LPTH | LIGHTPATH TECHNOLOGIES INC-A | $25.1M | 0.28% | 2,325,938 | Common | SOLE |
| 02081G201 | ATEC | ALPHATEC HOLDINGS INC | $24.0M | 0.26% | 1,138,350 | Common | SOLE |
| 629377508 | NRG | NRG ENERGY INC | $23.9M | 0.26% | 150,321 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $22.1M | 0.24% | 280,028 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $21.9M | 0.24% | 335,500 | Common | SOLE |
| 831349105 | SLDE | SLIDE INSURANCE HOLDINGS INC | $20.9M | 0.23% | 1,071,513 | Common | SOLE |
| 957638109 | WAL | WESTERN ALLIANCE BANCORP | $20.7M | 0.23% | 246,208 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC - A | $19.8M | 0.22% | 139,174 | Common | SOLE |
| 698884103 | PAR | PAR TECHNOLOGY CORP/DEL | $19.1M | 0.21% | 526,726 | Common | SOLE |
| 81619Q105 | SEM | SELECT MEDICAL HOLDINGS CORP | $18.8M | 0.21% | 1,266,887 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWRE | $17.4M | 0.19% | 67,886 | Common | SOLE |
| 773121108 | RKLB | ROCKET LAB CORP | $16.9M | 0.19% | 242,124 | Common | SOLE |
| 433539202 | HIPO | HIPPO HOLDINGS INC | $15.6M | 0.17% | 518,376 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC-CL A | $15.2M | 0.17% | 66,296 | Common | SOLE |
| G52441105 | KMTS | KESTRA MEDICAL TECHNOLOGIES | $14.9M | 0.16% | 560,457 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $14.7M | 0.16% | 75,898 | Common | SOLE |
| 54738L109 | LOVE | LOVESAC CO/THE | $14.6M | 0.16% | 987,744 | Common | SOLE |
| 03674X106 | AR | ANTERO RESOURCES CORP | $13.6M | 0.15% | 394,760 | Common | SOLE |
| 918284100 | VSEC | VSE CORP | $13.1M | 0.14% | 75,554 | Common | SOLE |
| 940923105 | WBI | WATERBRIDGE INFRASTRUC-CL A | $12.2M | 0.13% | 608,391 | Common | SOLE |
| 911549103 | UAMY | UNITED STATES ANTIMONY CORP | $12.1M | 0.13% | 2,405,272 | Common | SOLE |
| 751212101 | RL | RALPH LAUREN | $11.2M | 0.12% | 31,594 | Common | SOLE |
| 30234F101 | XZO | EXZEO GROUP INC | $10.7M | 0.12% | 442,568 | Common | SOLE |
| 91532F102 | UMAC | UNUSUAL MACHINES INC /US | $10.6M | 0.12% | 834,250 | Common | SOLE |
| 55306N104 | MKSI | MKS INC | $9.4M | 0.10% | 58,878 | Common | SOLE |
| 969904101 | WSM | WILLIAMS SONOMA INC | $9.4M | 0.10% | 52,662 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $8.7M | 0.10% | 137,597 | Common | SOLE |
| 19247G107 | COHR | COHERENT INC | $8.5M | 0.09% | 46,186 | Common | SOLE |
| 99PNT71S7 | — | CARILOHA INC - PROMISSORY NOTE | $7.7M | 0.08% | 7,715,762 | Common | SOLE |
| 83406F102 | SOFI | SOFI TECHNOLOGIES INC | $7.6M | 0.08% | 291,690 | Common | SOLE |
| 231561101 | CW | CURTISS WRIGHT CORP | $7.3M | 0.08% | 13,309 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORP | $7.1M | 0.08% | 64,310 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $6.9M | 0.08% | 184,045 | Common | SOLE |
| G93A5A101 | VIK | VIKING HOLDINGS LTD | $6.9M | 0.08% | 96,056 | Common | SOLE |
| 205750409 | LODE | COMSTOCK INC | $6.8M | 0.07% | 1,815,267 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $6.7M | 0.07% | 77,959 | Common | SOLE |
| 635906100 | NHC | NATIONAL HEALTHCARE CORP | $6.6M | 0.07% | 47,856 | Common | SOLE |
| 46125A100 | LUNR | INTUITIVE MACHINES INC | $6.5M | 0.07% | 402,922 | Common | SOLE |
| 03214Q108 | AMPX | AMPRIUS TECHNOLOGIES INC | $6.4M | 0.07% | 809,744 | Common | SOLE |
| 92839U206 | VC | VISTEON CORP | $5.7M | 0.06% | 60,161 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC - CL A | $5.1M | 0.06% | 149,220 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $4.8M | 0.05% | 52,640 | Common | SOLE |
| 74743L100 | Q | QNITY ELECTRONICS INC | $4.4M | 0.05% | 53,603 | Common | SOLE |
| 26614N102 | DD | DUPONT DE NEMOURS INC | $4.3M | 0.05% | 107,214 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HOLDINGS | $4.2M | 0.05% | 58,309 | Common | SOLE |
| 75704L104 | RDVT | RED VIOLET INC | $4.0M | 0.04% | 69,465 | Common | SOLE |
| 817323405 | SQNS | SEQUANS PREFUNDED WARRANTS | $3.3M | 0.04% | 731,540 | Common | SOLE |
| 120076104 | BBW | BUILD-A-BEAR WORKSHOP INC | $3.2M | 0.04% | 52,689 | Common | SOLE |
| 40090E106 | CIB | GRUPO CIBEST SA-ADR | $2.9M | 0.03% | 46,041 | Common | SOLE |
| 81727U303 | SENS | SENSEONICS HOLDINGS INC | $2.3M | 0.03% | 421,032 | Common | SOLE |
| Q4982L109 | IREN | IREN LTD | $2.2M | 0.02% | 58,634 | Common | SOLE |
| G2519Y108 | BAP | CREDICORP LTD | $2.1M | 0.02% | 7,462 | Common | SOLE |
| 48581R205 | KSPI | KASPI KZ JSC | $1.9M | 0.02% | 24,258 | Common | SOLE |
| 718968100 | PXED | PHOENIX EDUCATION PARTNERS I | $1.7M | 0.02% | 56,223 | Common | SOLE |
| 002205102 | AZ | A2Z CUST2MATE SOLUTIONS CORP | $1.5M | 0.02% | 227,721 | Common | SOLE |
| 48138M105 | JMIA | JUMIA TECHNOLOGIES AG-ADR | $1.4M | 0.02% | 110,767 | Common | SOLE |
| 292671708 | UUUU | ENERGY FUELS INC | $814,240 | 0.01% | 56,000 | Common | SOLE |
| 69120X206 | OWLT | OWLET INC | $566,650 | 0.01% | 35,000 | Common | SOLE |
| 00BM9C8R3 | — | IMPLANTICA AG-A SDR | $453,149 | 0.00% | 83,204 | Common | SOLE |
| G4000K175 | GRRR | GORILLA TECHNOLOGY GROUP INC | $405,132 | 0.00% | 37,100 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $131,584 | 0.00% | 433 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HOLDING SP ADR | $37,085 | 0.00% | 253 | Common | SOLE |
| 91912E105 | VALE | VALE SA-SP ADR | $16,939 | 0.00% | 1,300 | Common | SOLE |
| G6683N103 | NU | NU HOLDINGS LTD/CAYMAN ISL-A | $15,698 | 0.00% | 930 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD ADR | $14,433 | 0.00% | 395 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LTD SPON ADR | $14,304 | 0.00% | 480 | Common | SOLE |
| 00138L108 | RERE | ATRENEW INC | $11,607 | 0.00% | 2,190 | Common | SOLE |
| 29082A107 | EMBJ | EMBRAER SA-SPON ADR | $10,299 | 0.00% | 160 | Common | SOLE |
| 48241A105 | KB | KB FINANCIAL GROUP INC-ADR | $10,239 | 0.00% | 119 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $6,155 | 0.00% | 55 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC - SPON ADR | $5,880 | 0.00% | 45 | Common | SOLE |
| 824596100 | SHG | SHINHAN FINANCIAL GROUP-ADR | $5,363 | 0.00% | 100 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $2,542 | 0.00% | 100 | 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.