Hood River Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DIGITALOCEAN HOLDINGS INC(DOCN) | 1,138,128 | 3,487,118 | +2,348,990 | 54,766,719 | 299,124,982 | 3.00% | +244,358,263 |
| COMFORT SYSTEMS USA INC(FIX) | 245,857 | 249,385 | +3,528 | 229,455,880 | 343,899,421 | 3.45% | +114,443,541 |
| BABCOCK & WILCOX ENTERPR(BW) | 10,648,389 | 11,603,688 | +955,299 | 67,510,786 | 170,458,177 | 1.71% | +102,947,391 |
| CAVA GROUP INC(CAVA) | 0 | 1,179,441 | +1,179,441 | 0 | 95,416,777 | 0.96% | +95,416,777 |
| MASTEC INC(MTZ) | 1,483,661 | 1,295,385 | -188,276 | 322,503,392 | 416,777,170 | 4.18% | +94,273,778 |
| PROTAGONIST THE | 0 | 829,285 | +829,285 | 0 | 87,406,639 | 0.88% | +87,406,639 |
| LUMENTUM HOLDINGS INC(LITE) | 303,126 | 275,623 | -27,503 | 111,729,212 | 193,696,819 | 1.94% | +81,967,607 |
| USA RARE EARTH INC(USAR) | 0 | 4,242,941 | +4,242,941 | 0 | 79,382,187 | 0.80% | +79,382,187 |
| BLOOM ENERGY CORP- A | 1,555,734 | 1,576,258 | +20,524 | 135,177,727 | 213,567,196 | 2.14% | +78,389,469 |
| KNIGHT-SWIFT TRANSPORTATION(KNX) | 1,587,046 | 2,676,956 | +1,089,910 | 82,970,765 | 154,139,126 | 1.54% | +71,168,361 |
| XPO INC(XPO) | 1,148,950 | 1,159,830 | +10,880 | 156,153,795 | 225,644,927 | 2.26% | +69,491,132 |
| ARROWHEAD PHARMACEUTICALS IN(ARWR) | 0 | 1,056,534 | +1,056,534 | 0 | 66,244,682 | 0.66% | +66,244,682 |
| APPLIED OPTOELECTRONICS INC(AAOI) | 1,275,621 | 1,275,519 | -102 | 44,468,148 | 107,896,152 | 1.08% | +63,428,004 |
| KIRBY CORP(KEX) | 0 | 464,322 | +464,322 | 0 | 61,699,107 | 0.62% | +61,699,107 |
| LATTICE SEMICONDUCTOR CORP(LSCC) | 922,577 | 1,293,092 | +370,515 | 67,883,216 | 119,947,214 | 1.20% | +52,063,998 |
| PALOMAR HOLDINGS INC(PLMR) | 0 | 426,046 | +426,046 | 0 | 50,912,497 | 0.51% | +50,912,497 |
| TEXAS CAPITAL BANCSHARES INC(TCBI) | 0 | 516,966 | +516,966 | 0 | 49,049,734 | 0.49% | +49,049,734 |
| VSE CORP(VSEC) | 75,554 | 305,287 | +229,733 | 13,053,465 | 56,294,923 | 0.56% | +43,241,458 |
| KNIFE RIVER CORP(KNF) | 0 | 510,622 | +510,622 | 0 | 41,692,286 | 0.42% | +41,692,286 |
| LIVANOVA PLC(LIVN) | 0 | 636,540 | +636,540 | 0 | 40,458,482 | 0.41% | +40,458,482 |
| RXO INC(RXO) | 1,993,491 | 4,452,216 | +2,458,725 | 25,197,726 | 65,091,398 | 0.65% | +39,893,672 |
| WESBANCO INC(WSBC) | 894,431 | 2,013,953 | +1,119,522 | 29,730,886 | 69,461,239 | 0.70% | +39,730,353 |
| RED CAT HOLDINGS INC(RCAT) | 0 | 3,033,005 | +3,033,005 | 0 | 39,702,035 | 0.40% | +39,702,035 |
| HUT 8 CORP(HUT) | 1,041,669 | 1,843,582 | +801,913 | 47,854,274 | 86,482,432 | 0.87% | +38,628,158 |
| PTC THERAPEUTICS INC(PTCT) | 1,003,075 | 1,664,559 | +661,484 | 76,193,577 | 113,406,405 | 1.14% | +37,212,828 |
| FIRSTCASH HOLDINGS INC(FCFS) | 1,116,102 | 1,133,915 | +17,813 | 177,884,337 | 213,176,020 | 2.14% | +35,291,683 |
| XENERGY REACTOR COMPANY | 0 | 2,304,559 | +2,304,559 | 0 | 33,499,991 | 0.34% | +33,499,991 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 289,467 | 358,618 | +69,151 | 85,317,504 | 115,543,133 | 1.16% | +30,225,629 |
| OKLO INC(OKLO) | 0 | 589,294 | +589,294 | 0 | 29,223,089 | 0.29% | +29,223,089 |
| ESCO TECHNOLOGIES INC(ESE) | 300,195 | 304,140 | +3,945 | 58,655,101 | 85,575,872 | 0.86% | +26,920,771 |
| KURA SUSHI USA INC CLASS A | 589,511 | 796,393 | +206,882 | 30,849,111 | 55,580,267 | 0.56% | +24,731,156 |
| DENISON MINES CORP(DNN) | 27,013,269 | 26,829,391 | -183,878 | 71,855,296 | 94,707,750 | 0.95% | +22,852,454 |
| MINIMED GROUP INC(MMED) | 0 | 1,505,778 | +1,505,778 | 0 | 22,466,208 | 0.23% | +22,466,208 |
| NLIGHT INC(LASR) | 804,457 | 922,979 | +118,522 | 30,175,182 | 52,628,263 | 0.53% | +22,453,081 |
| HA SUSTAINABLE INFRASTRUCTURE(HASI) | 845,496 | 1,323,910 | +478,414 | 26,573,939 | 48,653,693 | 0.49% | +22,079,754 |
| YORK SPACE SYSTEMS INC(YSS) | 0 | 988,510 | +988,510 | 0 | 21,915,267 | 0.22% | +21,915,267 |
| FTAI AVIATION LTD(FTAI) | 0 | 88,628 | +88,628 | 0 | 21,713,860 | 0.22% | +21,713,860 |
| GUARDANT HEALTH INC(GH) | 978,515 | 1,310,065 | +331,550 | 99,945,522 | 121,010,704 | 1.21% | +21,065,182 |
| SHARKNINJA INC(SN) | 55 | 194,328 | +194,273 | 6,155 | 20,579,335 | 0.21% | +20,573,180 |
| CORVUS PHARMACEUTICALS INC(CRVS) | 0 | 1,335,109 | +1,335,109 | 0 | 19,532,645 | 0.20% | +19,532,645 |
| FABRINET(FN) | 82,157 | 109,117 | +26,960 | 37,404,439 | 56,906,698 | 0.57% | +19,502,259 |
| NORTHERN OIL AND GAS INC(NOG) | 1,270,371 | 1,586,599 | +316,228 | 27,274,865 | 46,376,289 | 0.46% | +19,101,424 |
| SCHNEIDER NATIONAL INC-CL B(SNDR) | 1,026,734 | 1,728,597 | +701,863 | 27,239,253 | 45,565,817 | 0.46% | +18,326,564 |
| ALMONTY INDUSTRIES INC | 5,231,489 | 4,224,675 | -1,006,814 | 46,089,418 | 61,173,294 | 0.61% | +15,083,876 |
| UNIVERSAL TECHNICAL INSTITUT(UTI) | 1,618,453 | 1,586,188 | -32,265 | 42,290,177 | 57,261,387 | 0.57% | +14,971,210 |
| TRANSCAT INC | 545,816 | 614,554 | +68,738 | 30,964,142 | 45,138,991 | 0.45% | +14,174,849 |
| AMERICAN SUPERCONDUCTOR CORP | 0 | 398,711 | +398,711 | 0 | 13,496,367 | 0.14% | +13,496,367 |
| ENSIGN GROUP INC/THE(ENSG) | 492,003 | 490,426 | -1,577 | 85,706,923 | 98,820,839 | 0.99% | +13,113,916 |
| LANDBRIDGE CO LLC-A(LB) | 621,071 | 621,075 | +4 | 30,426,268 | 42,885,229 | 0.43% | +12,458,961 |
| COMSTOCK INC | 1,815,267 | 6,284,958 | +4,469,691 | 6,825,404 | 19,169,122 | 0.19% | +12,343,718 |
| UNITED STATES ANTIMONY CORP | 2,405,272 | 2,759,376 | +354,104 | 12,074,465 | 24,089,352 | 0.24% | +12,014,887 |
| SCHOLAR ROCK HOLDING CORP(SRRK) | 2,026,758 | 2,049,679 | +22,921 | 89,278,690 | 100,762,220 | 1.01% | +11,483,530 |
| TERADYNE INC(TER) | 75,898 | 87,770 | +11,872 | 14,690,817 | 26,020,294 | 0.26% | +11,329,477 |
| FIVE BELOW(FIVE) | 266,389 | 268,808 | +2,419 | 50,177,032 | 61,417,252 | 0.62% | +11,240,220 |
| BOBS DISCOUNT FURNITURE(BOBS) | 0 | 947,984 | +947,984 | 0 | 11,138,812 | 0.11% | +11,138,812 |
| SEMTECH CORP(SMTC) | 2,236,224 | 2,287,529 | +51,305 | 164,787,347 | 175,888,105 | 1.76% | +11,100,758 |
| RUSH STREET INTERACTIVE INC(RSI) | 3,531,704 | 3,651,237 | +119,533 | 68,621,009 | 79,414,405 | 0.80% | +10,793,396 |
| GRANITE CONSTRUCTION INC(GVA) | 836,528 | 889,492 | +52,964 | 96,493,505 | 106,632,301 | 1.07% | +10,138,796 |
| AMPRIUS TECHNOLOGIES INC(AMPX) | 809,744 | 949,147 | +139,403 | 6,388,880 | 16,002,618 | 0.16% | +9,613,738 |
| SOLV ENERGY INC-CL A(MWH) | 0 | 312,255 | +312,255 | 0 | 9,377,018 | 0.09% | +9,377,018 |
| UR-ENERGY INC | 0 | 6,234,841 | +6,234,841 | 0 | 9,289,913 | 0.09% | +9,289,913 |
| EKSO BIONICS HOLDINGS INC | 0 | 133,636 | +133,636 | 0 | 8,942,870 | 0.09% | +8,942,870 |
| KRYSTAL BIOTECH INC(KRYS) | 613,302 | 619,586 | +6,284 | 151,203,475 | 160,051,456 | 1.60% | +8,847,981 |
| KARMAN HOLDINGS INC(KRMN) | 1,293,435 | 1,288,784 | -4,651 | 94,640,639 | 103,167,159 | 1.03% | +8,526,520 |
| BUTTERFLY NETWORK INC(BFLY) | 6,954,486 | 8,620,848 | +1,666,362 | 26,427,047 | 34,828,226 | 0.35% | +8,401,179 |
| APPLIED DIGITAL CORP | 22,037,431 | 23,075,612 | +1,038,181 | 540,357,808 | 547,815,029 | 5.49% | +7,457,221 |
| ONCE UPON A FARM PBC | 0 | 418,131 | +418,131 | 0 | 6,836,442 | 0.07% | +6,836,442 |
| TTM TECHNOLOGIES(TTMI) | 633,940 | 516,431 | -117,509 | 43,741,860 | 50,310,708 | 0.50% | +6,568,848 |
| MKS INC(MKSI) | 58,878 | 69,437 | +10,559 | 9,408,704 | 15,957,317 | 0.16% | +6,548,613 |
| API GROUP CORP(APG) | 2,315,987 | 2,346,561 | +30,574 | 88,609,663 | 95,082,652 | 0.95% | +6,472,989 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 2,316,553 | 2,354,285 | +37,732 | 48,670,779 | 54,996,098 | 0.55% | +6,325,319 |
| ANTERO RESOURCES CORP(AR) | 394,760 | 461,353 | +66,593 | 13,603,430 | 19,579,821 | 0.20% | +5,976,391 |
| CLEAN HARBORS INC(CLH) | 126,765 | 124,275 | -2,490 | 29,723,857 | 35,633,371 | 0.36% | +5,909,514 |
| LSI INDS INC(LYTS) | 0 | 313,650 | +313,650 | 0 | 5,833,890 | 0.06% | +5,833,890 |
| TAKE-TWO INTERACTIVE SOFTWRE(TTWO) | 67,886 | 116,233 | +48,347 | 17,380,853 | 22,956,018 | 0.23% | +5,575,165 |
| ACADEMY SPORTS & OUTDOORS IN(ASO) | 924,935 | 907,187 | -17,748 | 46,209,753 | 51,210,706 | 0.51% | +5,000,953 |
| TG THERAPEUTICS INC(TGTX) | 1,581,234 | 1,569,171 | -12,063 | 47,136,586 | 52,127,861 | 0.52% | +4,991,275 |
| DRAFTKINGS INC - CL A(DKNG) | 149,220 | 454,105 | +304,885 | 5,142,121 | 9,817,750 | 0.10% | +4,675,629 |
| WATERBRIDGE INFRASTRUC-CL A(WBI) | 608,391 | 620,574 | +12,183 | 12,173,904 | 16,625,177 | 0.17% | +4,451,273 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 280,028 | 285,384 | +5,356 | 22,119,412 | 26,363,774 | 0.26% | +4,244,362 |
| SS INNOVATIONS INTERNATIONAL | 0 | 833,333 | +833,333 | 0 | 4,166,665 | 0.04% | +4,166,665 |
| SUPER GROUP SGHC LTD ORD SHS | 0 | 360,000 | +360,000 | 0 | 3,888,000 | 0.04% | +3,888,000 |
| CANADA GOOSE HOLDINGS INC(GOOS) | 0 | 309,510 | +309,510 | 0 | 3,395,325 | 0.03% | +3,395,325 |
| GFL ENVIRONMENTAL INC-SUB VT(GFL) | 585,346 | 682,650 | +97,304 | 25,140,611 | 28,480,158 | 0.29% | +3,339,547 |
| WERIDE INC-ADR(WRD) | 0 | 410,998 | +410,998 | 0 | 3,324,974 | 0.03% | +3,324,974 |
| CURTISS WRIGHT CORP(CW) | 13,309 | 15,643 | +2,334 | 7,336,852 | 10,654,760 | 0.11% | +3,317,908 |
| SHARONAI HOLDINGS INC(SHAZ) | 0 | 137,538 | +137,538 | 0 | 3,126,239 | 0.03% | +3,126,239 |
| QXO INC(QXO) | 8,052,900 | 8,136,061 | +83,161 | 155,340,441 | 158,002,305 | 1.58% | +2,661,864 |
| TAIWAN SEMICONDUCTOR-SP ADR(TSM) | 433 | 7,581 | +7,148 | 131,584 | 2,561,999 | 0.03% | +2,430,415 |
| NATIONAL HEALTHCARE CORP(NHC) | 47,856 | 55,874 | +8,018 | 6,560,579 | 8,923,078 | 0.09% | +2,362,499 |
| FLOWSERVE CORP(FLS) | 832,335 | 815,798 | -16,537 | 57,747,402 | 59,969,311 | 0.60% | +2,221,909 |
| MDA SPACE LTD(MDA) | 0 | 84,687 | +84,687 | 0 | 2,144,275 | 0.02% | +2,144,275 |
| GRUPO CIBEST SA-ADR | 46,041 | 68,761 | +22,720 | 2,928,668 | 5,006,488 | 0.05% | +2,077,820 |
| OSI SYSTEMS INC(OSIS) | 379,374 | 372,074 | -7,300 | 96,763,132 | 98,789,368 | 0.99% | +2,026,236 |
| CAMECO CORP(CCJ) | 52,640 | 62,655 | +10,015 | 4,816,034 | 6,804,960 | 0.07% | +1,988,926 |
| ENERGY FUELS INC(UUUU) | 56,000 | 148,461 | +92,461 | 814,240 | 2,709,413 | 0.03% | +1,895,173 |
| ATRENEW INC(RERE) | 2,190 | 405,316 | +403,126 | 11,607 | 1,900,932 | 0.02% | +1,889,325 |
| CREDICORP LTD(BAP) | 7,462 | 11,854 | +4,392 | 2,141,594 | 4,020,640 | 0.04% | +1,879,046 |
| IREN LTD ORDINARY SHARES | 58,634 | 114,065 | +55,431 | 2,214,606 | 3,910,148 | 0.04% | +1,695,542 |
| SLIDE INSURANCE HOLDINGS INC(SLDE) | 1,071,513 | 1,252,990 | +181,477 | 20,873,073 | 22,553,820 | 0.23% | +1,680,747 |