Hood River Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLIED DIGITAL CORP | 21,859,031 | 21,046,654 | -812,377 | 220,120,442 | 482,810,243 | 5.70% | +262,689,801 |
| KRATOS DEFENSE & SECURITY(KTOS) | 2,755,446 | 2,693,153 | -62,293 | 127,990,467 | 246,073,390 | 2.91% | +118,082,923 |
| ONDAS HOLDINGS INC(ONDS) | 7,540,974 | 16,101,140 | +8,560,166 | 14,478,670 | 124,300,801 | 1.47% | +109,822,131 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 0 | 1,510,590 | +1,510,590 | 0 | 109,215,657 | 1.29% | +109,215,657 |
| UNITY SOFTWARE INC(U) | 455,508 | 2,775,655 | +2,320,147 | 11,023,294 | 111,137,226 | 1.31% | +100,113,932 |
| PEGASYTEMS INC(PEGA) | 0 | 1,578,448 | +1,578,448 | 0 | 90,760,760 | 1.07% | +90,760,760 |
| CIENA CORP(CIEN) | 1,216,068 | 1,183,207 | -32,861 | 98,902,810 | 172,357,764 | 2.04% | +73,454,954 |
| HUT 8 CORP(HUT) | 0 | 1,984,919 | +1,984,919 | 0 | 69,095,030 | 0.82% | +69,095,030 |
| COMFORT SYSTEMS USA INC(FIX) | 243,385 | 241,191 | -2,194 | 130,505,471 | 199,025,989 | 2.35% | +68,520,518 |
| EAST WEST BANCORP INC(EWBC) | 0 | 630,928 | +630,928 | 0 | 67,162,286 | 0.79% | +67,162,286 |
| BRIDGEBIO PHARMA INC(BBIO) | 0 | 1,243,545 | +1,243,545 | 0 | 64,589,727 | 0.76% | +64,589,727 |
| MASTEC INC(MTZ) | 1,692,656 | 1,646,425 | -46,231 | 288,479,362 | 350,375,704 | 4.14% | +61,896,342 |
| PARSONS CORP(PSN) | 155,394 | 853,320 | +697,926 | 11,152,627 | 70,757,294 | 0.84% | +59,604,667 |
| SEMTECH CORP(SMTC) | 2,244,631 | 2,196,663 | -47,968 | 101,322,643 | 156,951,571 | 1.85% | +55,628,928 |
| GLOBALSTAR(GSAT) | 0 | 1,329,111 | +1,329,111 | 0 | 48,366,349 | 0.57% | +48,366,349 |
| RUSH STREET INTERACTIVE INC(RSI) | 700,997 | 2,808,688 | +2,107,691 | 10,444,855 | 57,521,930 | 0.68% | +47,077,075 |
| FIRSTCASH HOLDINGS INC(FCFS) | 611,045 | 807,714 | +196,669 | 82,576,621 | 127,958,052 | 1.51% | +45,381,431 |
| SOLENO THERAPEUTICS INC | 0 | 613,394 | +613,394 | 0 | 41,465,434 | 0.49% | +41,465,434 |
| APPLIED OPTOELECTRONICS INC(AAOI) | 0 | 1,575,623 | +1,575,623 | 0 | 40,855,904 | 0.48% | +40,855,904 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 257,538 | 501,491 | +243,953 | 32,369,951 | 70,399,307 | 0.83% | +38,029,356 |
| SITIME CORP(SITM) | 486,177 | 469,057 | -17,120 | 103,594,595 | 141,331,565 | 1.67% | +37,736,970 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 244,738 | 242,808 | -1,930 | 74,067,508 | 111,366,317 | 1.31% | +37,298,809 |
| INSMED INC(INSM) | 899,603 | 881,403 | -18,200 | 90,536,046 | 126,930,846 | 1.50% | +36,394,800 |
| RED CAT HOLDINGS INC(RCAT) | 0 | 3,498,918 | +3,498,918 | 0 | 36,213,801 | 0.43% | +36,213,801 |
| KRYSTAL BIOTECH INC(KRYS) | 533,023 | 606,946 | +73,923 | 73,269,342 | 107,144,177 | 1.27% | +33,874,835 |
| OKLO INC(OKLO) | 730,823 | 662,576 | -68,247 | 40,918,780 | 73,963,359 | 0.87% | +33,044,579 |
| MIRION TECHNOLOGIES INC(MIR) | 1,470,273 | 2,763,284 | +1,293,011 | 31,654,978 | 64,273,986 | 0.76% | +32,619,008 |
| FLOWSERVE CORP(FLS) | 0 | 608,816 | +608,816 | 0 | 32,352,482 | 0.38% | +32,352,482 |
| FIVE BELOW(FIVE) | 0 | 208,782 | +208,782 | 0 | 32,298,575 | 0.38% | +32,298,575 |
| PTC THERAPEUTICS INC(PTCT) | 636,502 | 995,782 | +359,280 | 31,086,758 | 61,111,141 | 0.72% | +30,024,383 |
| GRANITE CONSTRUCTION INC(GVA) | 647,093 | 825,625 | +178,532 | 60,509,666 | 90,529,781 | 1.07% | +30,020,115 |
| RAMBUS INC(RMBS) | 955,600 | 838,440 | -117,160 | 61,177,512 | 87,365,448 | 1.03% | +26,187,936 |
| RADNET INC(RDNT) | 1,377,142 | 1,371,294 | -5,848 | 78,373,151 | 104,506,316 | 1.23% | +26,133,165 |
| ALIGNMENT HEALTHCARE INC(ALHC) | 5,517,336 | 5,917,429 | +400,093 | 77,242,704 | 103,259,136 | 1.22% | +26,016,432 |
| CAMPING WORLD HOLDINGS INC-A | 1,501,767 | 3,166,578 | +1,664,811 | 25,815,375 | 50,000,267 | 0.59% | +24,184,892 |
| DENISON MINES CORP(DNN) | 26,596,628 | 26,243,203 | -353,425 | 48,405,863 | 72,168,808 | 0.85% | +23,762,945 |
| CUSTOMERS BANCO(CUBB) | 1,523,025 | 1,712,102 | +189,077 | 89,462,489 | 111,920,108 | 1.32% | +22,457,619 |
| VISTEON CORP(VC) | 0 | 177,802 | +177,802 | 0 | 21,311,348 | 0.25% | +21,311,348 |
| MODINE MANUFACTURING CO(MOD) | 564,466 | 532,102 | -32,364 | 55,599,901 | 75,643,620 | 0.89% | +20,043,719 |
| SEQUANS COMMUNICATIONS-ADR | 0 | 2,060,388 | +2,060,388 | 0 | 19,562,954 | 0.23% | +19,562,954 |
| LIFE TIME GROUP HOLDINGS INC(LTH) | 3,311,182 | 4,313,627 | +1,002,445 | 100,428,150 | 119,056,105 | 1.41% | +18,627,955 |
| CELSIUS HOLDINGS INC(CELH) | 1,302,164 | 1,373,688 | +71,524 | 60,407,388 | 78,973,323 | 0.93% | +18,565,935 |
| XPO INC(XPO) | 1,008,621 | 1,127,959 | +119,338 | 127,378,746 | 145,811,260 | 1.72% | +18,432,514 |
| SIGNET JEWELERS LTD | 710,713 | 768,281 | +57,568 | 56,537,219 | 73,693,514 | 0.87% | +17,156,295 |
| NLIGHT INC(LASR) | 0 | 567,733 | +567,733 | 0 | 16,821,929 | 0.20% | +16,821,929 |
| BIOCRYST PHARMACEUTICALS INC(BCRX) | 1,243,934 | 3,620,261 | +2,376,327 | 11,145,649 | 27,477,781 | 0.32% | +16,332,132 |
| CALIX INC.(CALX) | 229,832 | 454,419 | +224,587 | 12,224,764 | 27,887,694 | 0.33% | +15,662,930 |
| LATTICE SEMICONDUCTOR CORP(LSCC) | 759,869 | 719,069 | -40,800 | 37,225,982 | 52,722,139 | 0.62% | +15,496,157 |
| REDDIT INC-CL A(RDDT) | 0 | 67,011 | +67,011 | 0 | 15,411,860 | 0.18% | +15,411,860 |
| WATERBRIDGE INFRASTRUC-CL A(WBI) | 0 | 600,031 | +600,031 | 0 | 15,132,782 | 0.18% | +15,132,782 |
| ALMONTY INDUSTRIES INC | 0 | 2,421,657 | +2,421,657 | 0 | 14,602,592 | 0.17% | +14,602,592 |
| GENIUS SPORTS LTD | 6,811,333 | 6,811,420 | +87 | 70,837,863 | 84,325,380 | 1.00% | +13,487,517 |
| DIGITALOCEAN HOLDINGS INC(DOCN) | 893,797 | 1,132,369 | +238,572 | 25,526,842 | 38,681,725 | 0.46% | +13,154,883 |
| KARMAN HOLDINGS INC(KRMN) | 730,402 | 688,205 | -42,197 | 36,790,349 | 49,688,401 | 0.59% | +12,898,052 |
| UNUSUAL MACHINES INC /US(UMAC) | 0 | 840,301 | +840,301 | 0 | 12,688,545 | 0.15% | +12,688,545 |
| VARONIS SYSTEMS INC(VRNS) | 1,916,267 | 1,908,011 | -8,256 | 97,250,550 | 109,653,392 | 1.29% | +12,402,842 |
| INTERFACE INC(TILE) | 1,626,393 | 1,604,700 | -21,693 | 34,040,405 | 46,440,018 | 0.55% | +12,399,613 |
| ELECTRONIC ARTS INC(EA) | 0 | 59,342 | +59,342 | 0 | 11,969,281 | 0.14% | +11,969,281 |
| WESTERN ALLIANCE BANCORP(WAL) | 582,747 | 659,445 | +76,698 | 45,442,611 | 57,187,070 | 0.68% | +11,744,459 |
| COSTAR GROUP INC(CSGP) | 0 | 138,064 | +138,064 | 0 | 11,648,460 | 0.14% | +11,648,460 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 888,470 | 883,004 | -5,466 | 25,552,397 | 36,777,117 | 0.43% | +11,224,720 |
| RXO INC(RXO) | 650,815 | 1,388,549 | +737,734 | 10,230,812 | 21,355,884 | 0.25% | +11,125,072 |
| HCI GROUP INC | 864,306 | 740,610 | -123,696 | 131,547,373 | 142,145,277 | 1.68% | +10,597,904 |
| XOMETRY INC-A(XMTR) | 404,853 | 426,267 | +21,414 | 13,679,983 | 23,218,763 | 0.27% | +9,538,780 |
| KESTRA MEDICAL TECHNOLOGIES | 0 | 395,238 | +395,238 | 0 | 9,390,855 | 0.11% | +9,390,855 |
| AKERO THERAPEUTICS INC | 0 | 178,549 | +178,549 | 0 | 8,477,507 | 0.10% | +8,477,507 |
| ENSIGN GROUP INC/THE(ENSG) | 492,016 | 487,287 | -4,729 | 75,898,388 | 84,188,575 | 0.99% | +8,290,187 |
| OSI SYSTEMS INC(OSIS) | 377,061 | 371,228 | -5,833 | 84,785,936 | 92,524,867 | 1.09% | +7,738,931 |
| ATRICURE INC(ATRC) | 3,061,059 | 3,045,587 | -15,472 | 100,310,903 | 107,356,942 | 1.27% | +7,046,039 |
| EAGLE MATERIALS INC(EXP) | 300,867 | 289,785 | -11,082 | 60,808,229 | 67,531,496 | 0.80% | +6,723,267 |
| COMSTOCK INC | 0 | 1,833,147 | +1,833,147 | 0 | 6,269,363 | 0.07% | +6,269,363 |
| SYMBOTIC INC(SYM) | 424,526 | 422,210 | -2,316 | 16,492,835 | 22,757,119 | 0.27% | +6,264,284 |
| TRANSCAT INC | 339,936 | 477,219 | +137,283 | 29,220,899 | 34,932,431 | 0.41% | +5,711,532 |
| CORNING INC(GLW) | 168,101 | 176,603 | +8,502 | 8,840,432 | 14,486,744 | 0.17% | +5,646,312 |
| HIPPO HOLDINGS INC | 489,243 | 524,039 | +34,796 | 13,664,557 | 18,949,250 | 0.22% | +5,284,693 |
| SCHOLAR ROCK HOLDING CORP(SRRK) | 1,974,964 | 2,014,393 | +39,429 | 69,953,225 | 75,015,995 | 0.89% | +5,062,770 |
| AXSOME THERAPEUTICS INC(AXSM) | 371,104 | 359,957 | -11,147 | 38,739,547 | 43,716,778 | 0.52% | +4,977,231 |
| NCINO INC(NCNO) | 1,007,625 | 1,213,120 | +205,495 | 28,183,271 | 32,887,683 | 0.39% | +4,704,412 |
| ESCO TECHNOLOGIES INC(ESE) | 303,651 | 295,072 | -8,579 | 58,261,517 | 62,292,650 | 0.74% | +4,031,133 |
| FABRINET(FN) | 261,546 | 222,175 | -39,371 | 77,072,375 | 81,009,449 | 0.96% | +3,937,074 |
| SENSEONICS HOLDINGS INC | 0 | 8,554,118 | +8,554,118 | 0 | 3,727,885 | 0.04% | +3,727,885 |
| ACADEMY SPORTS & OUTDOORS IN(ASO) | 782,742 | 772,448 | -10,294 | 35,074,669 | 38,637,849 | 0.46% | +3,563,180 |
| BUILD-A-BEAR WORKSHOP INC | 0 | 53,443 | +53,443 | 0 | 3,485,018 | 0.04% | +3,485,018 |
| GUARDANT HEALTH INC(GH) | 245,701 | 256,893 | +11,192 | 12,786,280 | 16,050,675 | 0.19% | +3,264,395 |
| AURINIA PHARMACEUTICALS INC(AUPH) | 0 | 269,312 | +269,312 | 0 | 2,975,898 | 0.04% | +2,975,898 |
| HA SUSTAINABLE INFRASTRUCTURE(HASI) | 837,189 | 825,517 | -11,672 | 22,486,897 | 25,343,372 | 0.30% | +2,856,475 |
| ACI WORLDWIDE INC | 3,366,045 | 2,982,235 | -383,810 | 154,535,126 | 157,372,541 | 1.86% | +2,837,415 |
| TTM TECHNOLOGIES(TTMI) | 831,743 | 637,851 | -193,892 | 33,951,749 | 36,740,218 | 0.43% | +2,788,469 |
| WILLIAMS SONOMA INC(WSM) | 50,608 | 53,451 | +2,843 | 8,267,829 | 10,446,998 | 0.12% | +2,179,169 |
| VERTIV HOLDINGS LLC(VRT) | 67,652 | 71,192 | +3,540 | 8,687,193 | 10,740,025 | 0.13% | +2,052,832 |
| REVOLUTION MEDICINES INC(RVMD) | 1,126,020 | 928,123 | -197,897 | 41,426,276 | 43,343,344 | 0.51% | +1,917,068 |
| TAKE-TWO INTERACTIVE SOFTWRE(TTWO) | 65,449 | 68,893 | +3,444 | 15,894,290 | 17,799,195 | 0.21% | +1,904,905 |
| OPERA LTD-ADR(OPRA) | 0 | 83,413 | +83,413 | 0 | 1,721,644 | 0.02% | +1,721,644 |
| A2Z CUST2MATE SOLUTIONS CORP | 0 | 187,500 | +187,500 | 0 | 1,498,125 | 0.02% | +1,498,125 |
| DUPONT DE NEMOURS INC(DD) | 103,273 | 108,767 | +5,494 | 7,083,495 | 8,472,949 | 0.10% | +1,389,454 |
| BLACKBERRY LTD(BB) | 11,450,027 | 11,007,928 | -442,099 | 52,441,124 | 53,718,689 | 0.63% | +1,277,565 |
| NRG ENERGY INC(NRG) | 125,429 | 131,244 | +5,815 | 20,141,389 | 21,254,966 | 0.25% | +1,113,577 |
| CURTISS WRIGHT CORP(CW) | 12,772 | 13,498 | +726 | 6,239,761 | 7,328,604 | 0.09% | +1,088,843 |
| VNET GROUP INC-ADR(VNET) | 0 | 101,000 | +101,000 | 0 | 1,043,330 | 0.01% | +1,043,330 |
| NATIONAL HEALTHCARE CORP(NHC) | 46,196 | 48,419 | +2,223 | 4,943,434 | 5,883,393 | 0.07% | +939,959 |