Hood River Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| DIGITALOCEAN HOLDINGS INC | 0 | 3,487,118 | +3,487,118 | 0 | 299,124,982 | +299,124,982 |
| COMFORT SYSTEMS USA INC | 0 | 249,385 | +249,385 | 0 | 343,899,421 | +343,899,421 |
| BABCOCK & WILCOX ENTERPR | 0 | 11,603,688 | +11,603,688 | 0 | 170,458,177 | +170,458,177 |
| CAVA GROUP INC | 0 | 1,179,441 | +1,179,441 | 0 | 95,416,777 | +95,416,777 |
| MASTEC INC | 0 | 1,295,385 | +1,295,385 | 0 | 416,777,170 | +416,777,170 |
| PROTAGONIST THE | 0 | 829,285 | +829,285 | 0 | 87,406,639 | +87,406,639 |
| LUMENTUM HOLDINGS INC | 0 | 275,623 | +275,623 | 0 | 193,696,819 | +193,696,819 |
| USA RARE EARTH INC | 0 | 4,242,941 | +4,242,941 | 0 | 79,382,187 | +79,382,187 |
| BLOOM ENERGY CORP- A | 0 | 1,576,258 | +1,576,258 | 0 | 213,567,196 | +213,567,196 |
| KNIGHT-SWIFT TRANSPORTATION | 0 | 2,676,956 | +2,676,956 | 0 | 154,139,126 | +154,139,126 |
| XPO INC | 0 | 1,159,830 | +1,159,830 | 0 | 225,644,927 | +225,644,927 |
| ARROWHEAD PHARMACEUTICALS IN | 0 | 1,056,534 | +1,056,534 | 0 | 66,244,682 | +66,244,682 |
| APPLIED OPTOELECTRONICS INC | 0 | 1,275,519 | +1,275,519 | 0 | 107,896,152 | +107,896,152 |
| KIRBY CORP | 0 | 464,322 | +464,322 | 0 | 61,699,107 | +61,699,107 |
| LATTICE SEMICONDUCTOR CORP | 0 | 1,293,092 | +1,293,092 | 0 | 119,947,214 | +119,947,214 |
| PALOMAR HOLDINGS INC | 0 | 426,046 | +426,046 | 0 | 50,912,497 | +50,912,497 |
| TEXAS CAPITAL BANCSHARES INC | 0 | 516,966 | +516,966 | 0 | 49,049,734 | +49,049,734 |
| VSE CORP | 0 | 305,287 | +305,287 | 0 | 56,294,923 | +56,294,923 |
| KNIFE RIVER CORP | 0 | 510,622 | +510,622 | 0 | 41,692,286 | +41,692,286 |
| LIVANOVA PLC | 0 | 636,540 | +636,540 | 0 | 40,458,482 | +40,458,482 |
| RXO INC | 0 | 4,452,216 | +4,452,216 | 0 | 65,091,398 | +65,091,398 |
| WESBANCO INC | 0 | 2,013,953 | +2,013,953 | 0 | 69,461,239 | +69,461,239 |
| RED CAT HOLDINGS INC | 0 | 3,033,005 | +3,033,005 | 0 | 39,702,035 | +39,702,035 |
| HUT 8 CORP | 0 | 1,843,582 | +1,843,582 | 0 | 86,482,432 | +86,482,432 |
| PTC THERAPEUTICS INC | 0 | 1,664,559 | +1,664,559 | 0 | 113,406,405 | +113,406,405 |
| FIRSTCASH HOLDINGS INC | 0 | 1,133,915 | +1,133,915 | 0 | 213,176,020 | +213,176,020 |
| XENERGY REACTOR COMPANY | 0 | 2,304,559 | +2,304,559 | 0 | 33,499,991 | +33,499,991 |
| PRAXIS PRECISION MEDICINES I | 0 | 358,618 | +358,618 | 0 | 115,543,133 | +115,543,133 |
| OKLO INC | 0 | 589,294 | +589,294 | 0 | 29,223,089 | +29,223,089 |
| ESCO TECHNOLOGIES INC | 0 | 304,140 | +304,140 | 0 | 85,575,872 | +85,575,872 |
| KURA SUSHI USA INC CLASS A | 0 | 796,393 | +796,393 | 0 | 55,580,267 | +55,580,267 |
| DENISON MINES CORP | 0 | 26,829,391 | +26,829,391 | 0 | 94,707,750 | +94,707,750 |
| MINIMED GROUP INC | 0 | 1,505,778 | +1,505,778 | 0 | 22,466,208 | +22,466,208 |
| NLIGHT INC | 0 | 922,979 | +922,979 | 0 | 52,628,263 | +52,628,263 |
| HA SUSTAINABLE INFRASTRUCTURE | 0 | 1,323,910 | +1,323,910 | 0 | 48,653,693 | +48,653,693 |
| YORK SPACE SYSTEMS INC | 0 | 988,510 | +988,510 | 0 | 21,915,267 | +21,915,267 |
| FTAI AVIATION LTD | 0 | 88,628 | +88,628 | 0 | 21,713,860 | +21,713,860 |
| GUARDANT HEALTH INC | 0 | 1,310,065 | +1,310,065 | 0 | 121,010,704 | +121,010,704 |
| SHARKNINJA INC | 0 | 194,328 | +194,328 | 0 | 20,579,335 | +20,579,335 |
| CORVUS PHARMACEUTICALS INC | 0 | 1,335,109 | +1,335,109 | 0 | 19,532,645 | +19,532,645 |
| FABRINET | 0 | 109,117 | +109,117 | 0 | 56,906,698 | +56,906,698 |
| NORTHERN OIL AND GAS INC | 0 | 1,586,599 | +1,586,599 | 0 | 46,376,289 | +46,376,289 |
| SCHNEIDER NATIONAL INC-CL B | 0 | 1,728,597 | +1,728,597 | 0 | 45,565,817 | +45,565,817 |
| ALMONTY INDUSTRIES INC | 0 | 4,224,675 | +4,224,675 | 0 | 61,173,294 | +61,173,294 |
| UNIVERSAL TECHNICAL INSTITUT | 0 | 1,586,188 | +1,586,188 | 0 | 57,261,387 | +57,261,387 |
| TRANSCAT INC | 0 | 614,554 | +614,554 | 0 | 45,138,991 | +45,138,991 |
| AMERICAN SUPERCONDUCTOR CORP | 0 | 398,711 | +398,711 | 0 | 13,496,367 | +13,496,367 |
| ENSIGN GROUP INC/THE | 0 | 490,426 | +490,426 | 0 | 98,820,839 | +98,820,839 |
| LANDBRIDGE CO LLC-A | 0 | 621,075 | +621,075 | 0 | 42,885,229 | +42,885,229 |
| COMSTOCK INC | 0 | 6,284,958 | +6,284,958 | 0 | 19,169,122 | +19,169,122 |
| UNITED STATES ANTIMONY CORP | 0 | 2,759,376 | +2,759,376 | 0 | 24,089,352 | +24,089,352 |
| SCHOLAR ROCK HOLDING CORP | 0 | 2,049,679 | +2,049,679 | 0 | 100,762,220 | +100,762,220 |
| TERADYNE INC | 0 | 87,770 | +87,770 | 0 | 26,020,294 | +26,020,294 |
| FIVE BELOW | 0 | 268,808 | +268,808 | 0 | 61,417,252 | +61,417,252 |
| BOBS DISCOUNT FURNITURE | 0 | 947,984 | +947,984 | 0 | 11,138,812 | +11,138,812 |
| SEMTECH CORP | 0 | 2,287,529 | +2,287,529 | 0 | 175,888,105 | +175,888,105 |
| RUSH STREET INTERACTIVE INC | 0 | 3,651,237 | +3,651,237 | 0 | 79,414,405 | +79,414,405 |
| GRANITE CONSTRUCTION INC | 0 | 889,492 | +889,492 | 0 | 106,632,301 | +106,632,301 |
| AMPRIUS TECHNOLOGIES INC | 0 | 949,147 | +949,147 | 0 | 16,002,618 | +16,002,618 |
| SOLV ENERGY INC-CL A | 0 | 312,255 | +312,255 | 0 | 9,377,018 | +9,377,018 |
| UR-ENERGY INC | 0 | 6,234,841 | +6,234,841 | 0 | 9,289,913 | +9,289,913 |
| EKSO BIONICS HOLDINGS INC | 0 | 133,636 | +133,636 | 0 | 8,942,870 | +8,942,870 |
| KRYSTAL BIOTECH INC | 0 | 619,586 | +619,586 | 0 | 160,051,456 | +160,051,456 |
| KARMAN HOLDINGS INC | 0 | 1,288,784 | +1,288,784 | 0 | 103,167,159 | +103,167,159 |
| BUTTERFLY NETWORK INC | 0 | 8,620,848 | +8,620,848 | 0 | 34,828,226 | +34,828,226 |
| APPLIED DIGITAL CORP | 0 | 23,075,612 | +23,075,612 | 0 | 547,815,029 | +547,815,029 |
| ONCE UPON A FARM PBC | 0 | 418,131 | +418,131 | 0 | 6,836,442 | +6,836,442 |
| TTM TECHNOLOGIES | 0 | 516,431 | +516,431 | 0 | 50,310,708 | +50,310,708 |
| MKS INC | 0 | 69,437 | +69,437 | 0 | 15,957,317 | +15,957,317 |
| API GROUP CORP | 0 | 2,346,561 | +2,346,561 | 0 | 95,082,652 | +95,082,652 |
| SYNDAX PHARMACEUTICALS INC | 0 | 2,354,285 | +2,354,285 | 0 | 54,996,098 | +54,996,098 |
| ANTERO RESOURCES CORP | 0 | 461,353 | +461,353 | 0 | 19,579,821 | +19,579,821 |
| CLEAN HARBORS INC | 0 | 124,275 | +124,275 | 0 | 35,633,371 | +35,633,371 |
| LSI INDS INC | 0 | 313,650 | +313,650 | 0 | 5,833,890 | +5,833,890 |
| TAKE-TWO INTERACTIVE SOFTWRE | 0 | 116,233 | +116,233 | 0 | 22,956,018 | +22,956,018 |
| ACADEMY SPORTS & OUTDOORS IN | 0 | 907,187 | +907,187 | 0 | 51,210,706 | +51,210,706 |
| TG THERAPEUTICS INC | 0 | 1,569,171 | +1,569,171 | 0 | 52,127,861 | +52,127,861 |
| DRAFTKINGS INC - CL A | 0 | 454,105 | +454,105 | 0 | 9,817,750 | +9,817,750 |
| WATERBRIDGE INFRASTRUC-CL A | 0 | 620,574 | +620,574 | 0 | 16,625,177 | +16,625,177 |
| MIRUM PHARMACEUTICALS INC | 0 | 285,384 | +285,384 | 0 | 26,363,774 | +26,363,774 |
| SS INNOVATIONS INTERNATIONAL | 0 | 833,333 | +833,333 | 0 | 4,166,665 | +4,166,665 |
| SUPER GROUP SGHC LTD | 0 | 360,000 | +360,000 | 0 | 3,888,000 | +3,888,000 |
| CANADA GOOSE HOLDINGS INC | 0 | 309,510 | +309,510 | 0 | 3,395,325 | +3,395,325 |
| GFL ENVIRONMENTAL INC-SUB VT | 0 | 682,650 | +682,650 | 0 | 28,480,158 | +28,480,158 |
| WERIDE INC-ADR | 0 | 410,998 | +410,998 | 0 | 3,324,974 | +3,324,974 |
| CURTISS WRIGHT CORP | 0 | 15,643 | +15,643 | 0 | 10,654,760 | +10,654,760 |
| SHARONAI HOLDINGS INC | 0 | 137,538 | +137,538 | 0 | 3,126,239 | +3,126,239 |
| QXO INC | 0 | 8,136,061 | +8,136,061 | 0 | 158,002,305 | +158,002,305 |
| TAIWAN SEMICONDUCTOR-SP ADR | 0 | 7,581 | +7,581 | 0 | 2,561,999 | +2,561,999 |
| NATIONAL HEALTHCARE CORP | 0 | 55,874 | +55,874 | 0 | 8,923,078 | +8,923,078 |
| FLOWSERVE CORP | 0 | 815,798 | +815,798 | 0 | 59,969,311 | +59,969,311 |
| MDA SPACE LTD | 0 | 84,687 | +84,687 | 0 | 2,144,275 | +2,144,275 |
| GRUPO CIBEST SA-ADR | 0 | 68,761 | +68,761 | 0 | 5,006,488 | +5,006,488 |
| OSI SYSTEMS INC | 0 | 372,074 | +372,074 | 0 | 98,789,368 | +98,789,368 |
| CAMECO CORP | 0 | 62,655 | +62,655 | 0 | 6,804,960 | +6,804,960 |
| ENERGY FUELS INC | 0 | 148,461 | +148,461 | 0 | 2,709,413 | +2,709,413 |
| ATRENEW INC | 0 | 405,316 | +405,316 | 0 | 1,900,932 | +1,900,932 |
| CREDICORP LTD | 0 | 11,854 | +11,854 | 0 | 4,020,640 | +4,020,640 |
| IREN LTD | 0 | 114,065 | +114,065 | 0 | 3,910,148 | +3,910,148 |
| SLIDE INSURANCE HOLDINGS INC | 0 | 1,252,990 | +1,252,990 | 0 | 22,553,820 | +22,553,820 |