Fund Holdings — Hood River Capital Management LLC

Total Portfolio Value
$13.79B
Total Bought
$3.91B
Total Sold
$2.73B
Net Transaction
+$1.18B
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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DIGITALOCEAN HOLDINGS INC(DOCN)3,487,1184,200,719+713,601299,125659,6394.78%+360,514
APPLIED DIGITAL CORP23,075,61222,518,887-556,725547,815839,9546.09%+292,139
DAVE INC(DAVE)1,145,9011,104,277-41,624199,490411,4432.98%+211,953
BLOOM ENERGY CORP- A1,576,2581,345,873-230,385213,567407,3962.95%+193,829
SEMTECH CORP(SMTC)2,287,5292,250,382-37,147175,888364,2242.64%+188,336
LIVANOVA PLC(LIVN)636,5402,565,477+1,928,93740,458210,9591.53%+170,501
XOMETRY INC-A(XMTR)1,124,7331,988,360+863,62745,934191,9171.39%+145,982
BANDWIDTH INC-CLASS A(BAND)02,295,924+2,295,9240145,3321.05%+145,332
RXO INC(RXO)4,452,2166,478,546+2,026,33065,091178,7431.30%+113,652
CLEAN HARBORS INC(CLH)124,275498,747+374,47235,633149,0011.08%+113,367
BLACKBERRY LTD(BB)11,876,55211,672,761-203,79138,480147,6601.07%+109,180
LATTICE SEMICONDUCTOR CORP(LSCC)1,293,0921,469,538+176,446119,947224,7811.63%+104,833
HUT 8 CORP(HUT)1,843,5821,651,895-191,68786,482190,7031.38%+104,221
APPLIED OPTOELECTRONICS INC(AAOI)1,275,5191,392,510+116,991107,896206,3141.50%+98,418
DRAFTKINGS INC - CL A(DKNG)454,1054,245,469+3,791,3649,818107,2410.78%+97,423
AEROVIRONMENT INC0564,254+564,254093,1410.68%+93,141
GUARDANT HEALTH INC(GH)1,310,0651,395,307+85,242121,011209,3381.52%+88,327
KRYSTAL BIOTECH INC(KRYS)619,586663,375+43,789160,051246,5571.79%+86,505
COGNEX CORP(CGNX)01,172,170+1,172,170084,8890.62%+84,889
KNIGHT-SWIFT TRANSPORTATION(KNX)2,676,9563,058,241+381,285154,139238,1451.73%+84,006
BUTTERFLY NETWORK INC(BFLY)8,620,84813,190,130+4,569,28234,828111,0610.81%+76,233
RED CAT HOLDINGS INC(RCAT)3,033,00510,578,223+7,545,21839,702112,6580.82%+72,956
MASTEC INC(MTZ)1,295,3851,173,918-121,467416,777488,4203.54%+71,643
CELCUITY INC(CELC)0628,411+628,411065,7440.48%+65,744
NEW ERA ENERGY & DIGITAL INC(NUAI)08,596,985+8,596,985054,8490.40%+54,849
RUSH STREET INTERACTIVE INC(RSI)3,651,2374,454,433+803,19679,414132,4750.96%+53,060
FIRSTCASH HOLDINGS INC(FCFS)1,133,9151,221,912+87,997213,176264,3241.92%+51,148
WATERBRIDGE INFRASTRUC-CL A(WBI)620,5741,960,405+1,339,83116,62567,1830.49%+50,558
ITG INC CL A03,125,000+3,125,000050,0000.36%+50,000
AXOGEN INC(AXGN)01,067,072+1,067,072049,2880.36%+49,288
GENIUS SPORTS LTD
SHARES CL A
7,243,68012,929,769+5,686,08932,09078,3540.57%+46,265
TTM TECHNOLOGIES(TTMI)516,431501,716-14,71550,31193,8310.68%+43,520
XENERGY INC02,335,437+2,335,437042,8790.31%+42,879
TERAWULF INC(WULF)01,710,463+1,710,463042,2480.31%+42,248
TERADYNE INC(TER)87,770140,435+52,66526,02067,9480.49%+41,928
XPO INC(XPO)1,159,8301,297,453+137,623225,645266,3541.93%+40,709
ALIGNMENT HEALTHCARE INC(ALHC)6,054,4776,184,526+130,049106,680147,2541.07%+40,574
CYTOKINETICS INC(CYTK)0469,273+469,273039,9770.29%+39,977
BOOT BARN HOLDINGS INC0238,337+238,337039,1520.28%+39,152
UNITY SOFTWARE INC(U)4,493,7534,736,216+242,46398,593135,3610.98%+36,768
TG THERAPEUTICS INC(TGTX)1,569,1711,600,510+31,33952,12887,9320.64%+35,804
AXSOME THERAPEUTICS INC(AXSM)371,503402,678+31,17562,79198,5630.71%+35,772
PALOMAR HOLDINGS INC(PLMR)426,046682,283+256,23750,91286,2340.63%+35,321
LIGHTPATH TECHNOLOGIES INC-A(LPTH)2,435,7633,562,140+1,126,37724,43158,2410.42%+33,810
CUSTOMERS BANCO(CUBB)1,731,3101,941,996+210,686120,170153,6121.11%+33,442
LIFE TIME GROUP HOLDINGS INC(LTH)2,624,4902,549,719-74,77170,704104,1310.76%+33,427
TFI INTERNATIONAL INC(TFII)0230,762+230,762033,1310.24%+33,131
TYRA BIOSCIENCES INC(TYRA)01,016,775+1,016,775032,4760.24%+32,476
REVOLUTION MEDICINES INC(RVMD)0170,422+170,422031,9170.23%+31,917
LUMENTUM HOLDINGS INC(LITE)275,623262,757-12,866193,697225,4611.63%+31,764
GRANITE CONSTRUCTION INC(GVA)889,492871,255-18,237106,632137,7281.00%+31,096
ESCO TECHNOLOGIES INC(ESE)304,140330,297+26,15785,576115,6170.84%+30,041
SITIME CORP(SITM)202,750133,699-69,05170,02099,6810.72%+29,661
PTC THERAPEUTICS INC(PTCT)1,664,5591,738,613+74,054113,406141,8191.03%+28,412
UNUSUAL MACHINES INC /US(UMAC)451,5221,496,374+1,044,8525,59933,3690.24%+27,770
PRAXIS PRECISION MEDICINES I(PRAX)358,618425,167+66,549115,543142,3421.03%+26,799
YORK SPACE SYSTEMS INC(YSS)988,5101,963,942+975,43221,91548,3520.35%+26,437
NEUROCRINE BIOSCIENCES INC(NBIX)404,393469,233+64,84053,27579,0820.57%+25,807
KODIAK GAS SERVICES INC(KGS)0335,688+335,688025,2200.18%+25,220
ARROWHEAD PHARMACEUTICALS IN(ARWR)1,056,5341,120,747+64,21366,24591,3520.66%+25,107
SCHNEIDER NATIONAL INC-CL B(SNDR)1,728,5971,924,667+196,07045,56670,3080.51%+24,742
ROCKET LAB CORP(RKLB)283,202421,905+138,70318,18742,8870.31%+24,699
SHARKNINJA INC(SN)194,328288,736+94,40820,57943,9660.32%+23,386
WESBANCO INC(WSBC)2,013,9532,367,331+353,37869,46192,3970.67%+22,936
BABCOCK & WILCOX ENTERPR(BW)11,603,68813,689,679+2,085,991170,458193,0241.40%+22,566
SCHOLAR ROCK HOLDING CORP(SRRK)2,049,6792,224,788+175,109100,762122,3630.89%+21,601
PROTAGONIST THE829,285882,738+53,45387,407108,2060.78%+20,799
TAKE-TWO INTERACTIVE SOFTWRE(TTWO)116,233172,812+56,57922,95643,2000.31%+20,244
VSE CORP(VSEC)305,287330,182+24,89556,29575,4470.55%+19,152
ACI WORLDWIDE INC2,391,3192,329,869-61,45098,068117,1690.85%+19,101
SILICON MOTION TECHNOL-ADR(SIMO)052,591+52,591017,5300.13%+17,530
AXON ENTERPRISE INC(AXON)101,762107,147+5,38543,21760,0680.44%+16,850
INTERFACE INC(TILE)1,612,0871,584,452-27,63540,17356,7870.41%+16,614
ERMENEGILDO ZEGNA NV
ORD SHS
01,256,808+1,256,808016,3640.12%+16,364
ALMONTY INDUSTRIES INC4,224,6754,621,107+396,43261,17376,5260.55%+15,352
MONOLITHIC POWER SYSTEMS INC(MPWR)011,027+11,027015,2430.11%+15,243
CAVA GROUP INC(CAVA)1,179,4411,406,249+226,80895,417110,3620.80%+14,946
FERVO ENERGY CO-A0500,541+500,541014,6310.11%+14,631
SLIDE INSURANCE HOLDINGS INC(SLDE)1,252,9901,884,474+631,48422,55436,5020.26%+13,948
TARGET HOSPITALITY CORP(TH)0673,847+673,847013,7200.10%+13,720
NRG ENERGY INC(NRG)173,471259,678+86,20725,35137,9290.28%+12,578
API GROUP CORP(APG)2,346,5612,538,774+192,21395,083107,5170.78%+12,434
MAMAS CREATIONS INC(MAMA)0625,008+625,008011,1560.08%+11,156
RADNET INC(RDNT)1,411,4971,456,205+44,70878,88989,8040.65%+10,916
AMBIQ MICRO INC0121,738+121,738010,7490.08%+10,749
TRANSCAT INC(TRNS)614,554601,541-13,01345,13955,8050.40%+10,666
HIPPO HOLDINGS INC(HIPO)608,259901,429+293,17015,85125,4740.18%+9,623
REDDIT INC-CL A(RDDT)77,832115,693+37,86110,48020,0820.15%+9,602
MIRUM PHARMACEUTICALS INC(MIRM)285,384306,439+21,05526,36435,8750.26%+9,511
UNIVERSAL TECHNICAL INSTITUT(UTI)1,586,1881,558,008-28,18057,26166,6360.48%+9,375
RALPH LAUREN(RL)37,18055,181+18,00112,79022,1500.16%+9,361
MADISON AIR SOLUTIONS CORP-A0236,849+236,84909,2370.07%+9,237
INTERCORP FINANCIAL SERVICES
SHS
0154,961+154,96108,8270.06%+8,827
TEXAS CAPITAL BANCSHARES INC(TCBI)516,966559,206+42,24049,05057,7440.42%+8,694
COMSTOCK INC(LODE)6,284,9586,693,538+408,58019,16927,8450.20%+8,676
FABRINET(FN)109,117116,477+7,36056,90765,4690.47%+8,563
DUPONT DE NEMOURS INC060,493+60,49308,2050.06%+8,205
NATIONAL HEALTHCARE CORP(NHC)55,87480,653+24,7798,92317,0470.12%+8,124
GFL ENVIRONMENTAL INC-SUB VT(GFL)682,650989,924+307,27428,48036,4190.26%+7,939
ELECTROVAYA INC(ELVA)0730,318+730,31807,6680.06%+7,668
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Hood River Capital Management LLC — 13F Holdings — Q2 2026 | TickerTrail