Q1 2026 · 13F-HR
Hood River Capital Management LLCholdings as filed
Filed 2026-05-15 · accession 0001214659-26-006258
$9.98B
Reported value
167
Positions
2026-03-31
Period end
The Brief · Hood River Capital Management LLC · Q1 2026
AI · grounded in 13F
Hood River Capital Management LLC exited its position in Ciena Corp, a move totaling -$106.1M. The fund also closed positions in CWAN for -$103.8M and GSAT for -$75.6M. On the buy side, the manager established new positions in CAVA for $95.4M and PROTAGONIST THE for $87.4M. Additionally, the fund increased its stake in DOCN by 206.4%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 038169207 | APLD | APPLIED DIGITAL CORP | $547.8M | 5.49% | 23,075,612 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $416.8M | 4.18% | 1,295,385 | Common | SOLE |
| 199908104 | FIX | COMFORT SYSTEMS USA INC | $343.9M | 3.45% | 249,385 | Common | SOLE |
| 25402D102 | DOCN | DIGITALOCEAN HOLDINGS INC | $299.1M | 3.00% | 3,487,118 | Common | SOLE |
| 983793100 | XPO | XPO INC | $225.6M | 2.26% | 1,159,830 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP- A | $213.6M | 2.14% | 1,576,258 | Common | SOLE |
| 33768G107 | FCFS | FIRSTCASH HOLDINGS INC | $213.2M | 2.14% | 1,133,915 | Common | SOLE |
| 23834J201 | DAVE | DAVE INC | $199.5M | 2.00% | 1,145,901 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HOLDINGS INC | $193.7M | 1.94% | 275,623 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SECURITY | $191.4M | 1.92% | 2,714,571 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $175.9M | 1.76% | 2,287,529 | Common | SOLE |
| 05614L209 | BW | BABCOCK & WILCOX ENTERPR | $170.5M | 1.71% | 11,603,688 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $160.1M | 1.60% | 619,586 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $158.0M | 1.58% | 8,136,061 | Common | SOLE |
| 499049104 | KNX | KNIGHT-SWIFT TRANSPORTATION | $154.1M | 1.54% | 2,676,956 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $130.6M | 1.31% | 249,511 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $121.0M | 1.21% | 1,310,065 | Common | SOLE |
| 23204G100 | CUBI | CUSTOMERS BANCO | $120.2M | 1.20% | 1,731,310 | Common | SOLE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $119.9M | 1.20% | 1,293,092 | Common | SOLE |
| 74006W207 | PRAX | PRAXIS PRECISION MEDICINES I | $115.5M | 1.16% | 358,618 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $113.4M | 1.14% | 1,664,559 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $112.6M | 1.13% | 688,554 | Common | SOLE |
| 03823U102 | AAOI | APPLIED OPTOELECTRONICS INC | $107.9M | 1.08% | 1,275,519 | Common | SOLE |
| 01625V104 | ALHC | ALIGNMENT HEALTHCARE INC | $106.7M | 1.07% | 6,054,477 | Common | SOLE |
| 387328107 | GVA | GRANITE CONSTRUCTION INC | $106.6M | 1.07% | 889,492 | Common | SOLE |
| 485924104 | KRMN | KARMAN HOLDINGS INC | $103.2M | 1.03% | 1,288,784 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HOLDING CORP | $100.8M | 1.01% | 2,049,679 | Common | SOLE |
| 29358P101 | ENSG | ENSIGN GROUP INC/THE | $98.8M | 0.99% | 490,426 | Common | SOLE |
| 671044105 | OSIS | OSI SYSTEMS INC | $98.8M | 0.99% | 372,074 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $98.6M | 0.99% | 4,493,753 | Common | SOLE |
| 004498101 | ACIW | ACI WORLDWIDE INC | $98.1M | 0.98% | 2,391,319 | Common | SOLE |
| 40416E103 | HCI | HCI GROUP INC | $96.4M | 0.97% | 623,801 | Common | SOLE |
| 148929102 | CAVA | CAVA GROUP INC | $95.4M | 0.96% | 1,179,441 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $95.1M | 0.95% | 2,346,561 | Common | SOLE |
| 248356107 | DNN | DENISON MINES CORP | $94.7M | 0.95% | 26,829,391 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $93.9M | 0.94% | 1,265,080 | Common | SOLE |
| 68236H204 | ONDS | ONDAS INC | $92.8M | 0.93% | 10,261,811 | Common | SOLE |
| 04963C209 | ATRC | ATRICURE INC | $88.9M | 0.89% | 3,117,545 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THE | $87.4M | 0.88% | 829,285 | Common | SOLE |
| 44812J104 | HUT | HUT 8 CORP | $86.5M | 0.87% | 1,843,582 | Common | SOLE |
| 296315104 | ESE | ESCO TECHNOLOGIES INC | $85.6M | 0.86% | 304,140 | Common | SOLE |
| 681116109 | OLLI | OLLIES BARGAIN OUTLET HLDG INC | $80.4M | 0.81% | 873,922 | Common | SOLE |
| 782011100 | RSI | RUSH STREET INTERACTIVE INC | $79.4M | 0.80% | 3,651,237 | Common | SOLE |
| 91733P107 | USAR | USA RARE EARTH INC | $79.4M | 0.80% | 4,242,941 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $78.9M | 0.79% | 1,411,497 | Common | SOLE |
| G81276100 | SIG | SIGNET JEWELERS LTD | $71.9M | 0.72% | 849,167 | Common | SOLE |
| 53190C102 | LTH | LIFE TIME GROUP HOLDINGS INC | $70.7M | 0.71% | 2,624,490 | Common | SOLE |
| 82982T106 | SITM | SITIME CORP | $70.0M | 0.70% | 202,750 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $69.6M | 0.70% | 699,770 | Common | SOLE |
| 950810101 | WSBC | WESBANCO INC | $69.5M | 0.70% | 2,013,953 | Common | SOLE |
| 04280A100 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $66.2M | 0.66% | 1,056,534 | Common | SOLE |
| 74982T103 | RXO | RXO INC | $65.1M | 0.65% | 4,452,216 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $62.8M | 0.63% | 371,503 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC | $62.6M | 0.63% | 727,494 | Common | SOLE |
| 497266106 | KEX | KIRBY CORP | $61.7M | 0.62% | 464,322 | Common | SOLE |
| 33829M101 | FIVE | FIVE BELOW | $61.4M | 0.62% | 268,808 | Common | SOLE |
| 020398707 | ALM | ALMONTY INDUSTRIES INC | $61.2M | 0.61% | 4,224,675 | Common | SOLE |
| 34354P105 | FLS | FLOWSERVE CORP | $60.0M | 0.60% | 815,798 | Common | SOLE |
| 913915104 | UTI | UNIVERSAL TECHNICAL INSTITUT | $57.3M | 0.57% | 1,586,188 | Common | SOLE |
| G3323L100 | FN | FABRINET | $56.9M | 0.57% | 109,117 | Common | SOLE |
| 918284100 | VSEC | VSE CORP | $56.3M | 0.56% | 305,287 | Common | SOLE |
| 501270102 | KRUS | KURA SUSHI USA INC CLASS A | $55.6M | 0.56% | 796,393 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $55.0M | 0.55% | 2,354,285 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $53.3M | 0.53% | 404,393 | Common | SOLE |
| 65487K100 | LASR | NLIGHT INC | $52.6M | 0.53% | 922,979 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $52.1M | 0.52% | 1,569,171 | Common | SOLE |
| 00402L107 | ASO | ACADEMY SPORTS & OUTDOORS IN | $51.2M | 0.51% | 907,187 | Common | SOLE |
| 69753M105 | PLMR | PALOMAR HOLDINGS INC | $50.9M | 0.51% | 426,046 | Common | SOLE |
| 87305R109 | TTMI | TTM TECHNOLOGIES | $50.3M | 0.50% | 516,431 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC-A | $49.2M | 0.49% | 479,998 | Common | SOLE |
| 88224Q107 | TCBI | TEXAS CAPITAL BANCSHARES INC | $49.0M | 0.49% | 516,966 | Common | SOLE |
| 41068X100 | HASI | HA SUSTAINABLE INFRASTRUCTURE | $48.7M | 0.49% | 1,323,910 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HOLDINGS INC | $48.6M | 0.49% | 1,370,561 | Common | SOLE |
| 665531307 | NOG | NORTHERN OIL AND GAS INC | $46.4M | 0.46% | 1,586,599 | Common | SOLE |
| 98423F109 | XMTR | XOMETRY INC-A | $45.9M | 0.46% | 1,124,733 | Common | SOLE |
| 80689H102 | SNDR | SCHNEIDER NATIONAL INC-CL B | $45.6M | 0.46% | 1,728,597 | Common | SOLE |
| 893529107 | TRNS | TRANSCAT INC | $45.1M | 0.45% | 614,554 | Common | SOLE |
| 38526M106 | LOPE | GRAND CANYON EDUCATION INC | $44.6M | 0.45% | 262,557 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $43.2M | 0.43% | 101,762 | Common | SOLE |
| 514952100 | LB | LANDBRIDGE CO LLC-A | $42.9M | 0.43% | 621,075 | Common | SOLE |
| 498894104 | KNF | KNIFE RIVER CORP | $41.7M | 0.42% | 510,622 | Common | SOLE |
| 705573103 | PEGA | PEGASYTEMS INC | $41.5M | 0.42% | 975,621 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $40.5M | 0.41% | 636,540 | Common | SOLE |
| 607828100 | MOD | MODINE MANUFACTURING CO | $40.3M | 0.40% | 185,818 | Common | SOLE |
| 458665304 | TILE | INTERFACE INC | $40.2M | 0.40% | 1,612,087 | Common | SOLE |
| 194014502 | ENOV | ENOVIS CORP | $40.0M | 0.40% | 1,756,669 | Common | SOLE |
| 75644T100 | RCAT | RED CAT HOLDINGS INC | $39.7M | 0.40% | 3,033,005 | Common | SOLE |
| 09228F103 | BB | BLACKBERRY LTD | $38.5M | 0.39% | 11,876,552 | Common | SOLE |
| 184496107 | CLH | CLEAN HARBORS INC | $35.6M | 0.36% | 124,275 | Common | SOLE |
| 124155102 | BFLY | BUTTERFLY NETWORK INC | $34.8M | 0.35% | 8,620,848 | Common | SOLE |
| 95MSF0942 | — | XENERGY REACTOR COMPANY | $33.5M | 0.34% | 2,304,559 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $33.0M | 0.33% | 907,412 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LTD | $32.1M | 0.32% | 7,243,680 | Common | SOLE |
| 00246W103 | AXTI | AXT INC | $30.0M | 0.30% | 526,663 | Common | SOLE |
| 02156V109 | OKLO | OKLO INC | $29.2M | 0.29% | 589,294 | Common | SOLE |
| 36168Q104 | GFL | GFL ENVIRONMENTAL INC-SUB VT | $28.5M | 0.29% | 682,650 | Common | SOLE |
| 87151X101 | SYM | SYMBOTIC INC | $27.9M | 0.28% | 524,415 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $26.4M | 0.26% | 285,384 | Common | SOLE |
| 26969P108 | EXP | EAGLE MATERIALS INC | $26.1M | 0.26% | 137,840 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $26.0M | 0.26% | 87,770 | Common | SOLE |
| 629377508 | NRG | NRG ENERGY INC | $25.4M | 0.25% | 173,471 | Common | SOLE |
| 13462K109 | CWH | CAMPING WORLD HOLDINGS INC-A | $25.2M | 0.25% | 3,695,046 | Common | SOLE |
| 02081G201 | ATEC | ALPHATEC HOLDINGS INC | $25.0M | 0.25% | 2,300,899 | Common | SOLE |
| 532257805 | LPTH | LIGHTPATH TECHNOLOGIES INC-A | $24.4M | 0.24% | 2,435,763 | Common | SOLE |
| 911549103 | UAMY | UNITED STATES ANTIMONY CORP | $24.1M | 0.24% | 2,759,376 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWRE | $23.0M | 0.23% | 116,233 | Common | SOLE |
| 831349105 | SLDE | SLIDE INSURANCE HOLDINGS INC | $22.6M | 0.23% | 1,252,990 | Common | SOLE |
| 60365F109 | MMED | MINIMED GROUP INC | $22.5M | 0.23% | 1,505,778 | Common | SOLE |
| 987084100 | YSS | YORK SPACE SYSTEMS INC | $21.9M | 0.22% | 988,510 | Common | SOLE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $21.7M | 0.22% | 88,628 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $20.9M | 0.21% | 623,421 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $20.9M | 0.21% | 239,912 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $20.6M | 0.21% | 194,328 | Common | SOLE |
| 03674X106 | AR | ANTERO RESOURCES CORP | $19.6M | 0.20% | 461,353 | Common | SOLE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $19.5M | 0.20% | 1,335,109 | Common | SOLE |
| 205750409 | LODE | COMSTOCK INC | $19.2M | 0.19% | 6,284,958 | Common | SOLE |
| 773121108 | RKLB | ROCKET LAB CORP | $18.2M | 0.18% | 283,202 | Common | SOLE |
| 940923105 | WBI | WATERBRIDGE INFRASTRUC-CL A | $16.6M | 0.17% | 620,574 | Common | SOLE |
| 03214Q108 | AMPX | AMPRIUS TECHNOLOGIES INC | $16.0M | 0.16% | 949,147 | Common | SOLE |
| 55306N104 | MKSI | MKS INC | $16.0M | 0.16% | 69,437 | Common | SOLE |
| 433539202 | HIPO | HIPPO HOLDINGS INC | $15.9M | 0.16% | 608,259 | Common | SOLE |
| 54738L109 | LOVE | LOVESAC CO/THE | $14.3M | 0.14% | 970,897 | Common | SOLE |
| 030111207 | AMSC | AMERICAN SUPERCONDUCTOR CORP | $13.5M | 0.14% | 398,711 | Common | SOLE |
| G52441105 | KMTS | KESTRA MEDICAL TECHNOLOGIES | $13.1M | 0.13% | 655,877 | Common | SOLE |
| 751212101 | RL | RALPH LAUREN | $12.8M | 0.13% | 37,180 | Common | SOLE |
| 09681N106 | BOBS | BOBS DISCOUNT FURNITURE | $11.1M | 0.11% | 947,984 | Common | SOLE |
| 231561101 | CW | CURTISS WRIGHT CORP | $10.7M | 0.11% | 15,643 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC-CL A | $10.5M | 0.11% | 77,832 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC - CL A | $9.8M | 0.10% | 454,105 | Common | SOLE |
| 78475V103 | MWH | SOLV ENERGY INC-CL A | $9.4M | 0.09% | 312,255 | Common | SOLE |
| 91688R108 | URG | UR-ENERGY INC | $9.3M | 0.09% | 6,234,841 | Common | SOLE |
| 282644400 | — | EKSO BIONICS HOLDINGS INC SERIES B PFD | $8.9M | 0.09% | 133,636 | Common | SOLE |
| 635906100 | NHC | NATIONAL HEALTHCARE CORP | $8.9M | 0.09% | 55,874 | Common | SOLE |
| G93A5A101 | VIK | VIKING HOLDINGS LTD | $8.3M | 0.08% | 112,754 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORP | $8.3M | 0.08% | 75,404 | Common | SOLE |
| 99PNT71S7 | — | CARILOHA INC - PROMISSORY NOTE | $8.0M | 0.08% | 8,001,421 | Common | SOLE |
| 68237F108 | OFRM | ONCE UPON A FARM PBC | $6.8M | 0.07% | 418,131 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $6.8M | 0.07% | 62,655 | Common | SOLE |
| 50216C108 | LYTS | LSI INDS INC | $5.8M | 0.06% | 313,650 | Common | SOLE |
| 26614N102 | DD | DUPONT DE NEMOURS INC | $5.7M | 0.06% | 124,038 | Common | SOLE |
| 91532F102 | UMAC | UNUSUAL MACHINES INC /US | $5.6M | 0.06% | 451,522 | Common | SOLE |
| 40090E106 | CIB | GRUPO CIBEST SA-ADR | $5.0M | 0.05% | 68,761 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HOLDINGS | $5.0M | 0.05% | 87,179 | Common | SOLE |
| 05453U203 | SSII | SS INNOVATIONS INTERNATIONAL | $4.2M | 0.04% | 833,333 | Common | SOLE |
| G2519Y108 | BAP | CREDICORP LTD | $4.0M | 0.04% | 11,854 | Common | SOLE |
| Q4982L109 | IREN | IREN LTD | $3.9M | 0.04% | 114,065 | Common | SOLE |
| G8588X103 | SGHC | SUPER GROUP SGHC LTD | $3.9M | 0.04% | 360,000 | Common | SOLE |
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $3.8M | 0.04% | 21,659 | Common | SOLE |
| 358039105 | FRPT | FRESHPET INC | $3.7M | 0.04% | 62,982 | Common | SOLE |
| 135086106 | GOOS | CANADA GOOSE HOLDINGS INC | $3.4M | 0.03% | 309,510 | Common | SOLE |
| 950915108 | WRD | WERIDE INC-ADR | $3.3M | 0.03% | 410,998 | Common | SOLE |
| 778920306 | SHAZ | SHARONAI HOLDINGS INC | $3.1M | 0.03% | 137,538 | Common | SOLE |
| 292671708 | UUUU | ENERGY FUELS INC | $2.7M | 0.03% | 148,461 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $2.6M | 0.03% | 7,581 | Common | SOLE |
| 002205102 | AZ | A2Z CUST2MATE SOLUTIONS CORP | $2.4M | 0.02% | 355,459 | Common | SOLE |
| 55293N109 | MDA | MDA SPACE LTD | $2.1M | 0.02% | 84,687 | Common | SOLE |
| 00138L108 | RERE | ATRENEW INC | $1.9M | 0.02% | 405,316 | Common | SOLE |
| 48138M105 | JMIA | JUMIA TECHNOLOGIES AG-ADR | $1.8M | 0.02% | 254,782 | Common | SOLE |
| 817323405 | SQNS | SEQUANS COMMUNICATIONS-ADR | $1.7M | 0.02% | 664,762 | Common | SOLE |
| 81727U303 | SENS | SENSEONICS HOLDINGS INC | $1.2M | 0.01% | 186,426 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HOLDING SP ADR | $437,228 | 0.00% | 3,485 | Common | SOLE |
| L6388F110 | TIGO | MILLICOM INTL CELLULAR S.A. | $427,158 | 0.00% | 5,700 | Common | SOLE |
| 91912E105 | VALE | VALE SA-SP ADR | $173,514 | 0.00% | 10,906 | Common | SOLE |
| 29082A107 | EMBJ | EMBRAER SA-SPON ADR | $137,431 | 0.00% | 2,316 | Common | SOLE |
| 36165L108 | GDS | GDS HOLDINGS LTD - ADR | $92,667 | 0.00% | 2,300 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC - SPON ADR | $78,885 | 0.00% | 708 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $2,484 | 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.