Fund Holdings — Hood River Capital Management LLC

Total Portfolio Value
$8.47B
Total Bought
$1.72B
Total Sold
$2.25B
Net Transaction
-$527.61M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLIED DIGITAL CORP21,859,03121,046,654-812,377220,120482,8105.70%+262,690
KRATOS DEFENSE & SECURITY(KTOS)2,755,4462,693,153-62,293127,990246,0732.91%+118,083
ONDAS HOLDINGS INC(ONDS)7,540,97416,101,140+8,560,16614,479124,3011.47%+109,822
TOWER SEMICONDUCTOR LTD(TSEM)01,510,590+1,510,5900109,2161.29%+109,216
UNITY SOFTWARE INC(U)455,5082,775,655+2,320,14711,023111,1371.31%+100,114
PEGASYTEMS INC(PEGA)01,578,448+1,578,448090,7611.07%+90,761
CIENA CORP(CIEN)1,216,0681,183,207-32,86198,903172,3582.04%+73,455
HUT 8 CORP(HUT)01,984,919+1,984,919069,0950.82%+69,095
COMFORT SYSTEMS USA INC(FIX)243,385241,191-2,194130,505199,0262.35%+68,521
EAST WEST BANCORP INC(EWBC)0630,928+630,928067,1620.79%+67,162
BRIDGEBIO PHARMA INC(BBIO)01,243,545+1,243,545064,5900.76%+64,590
MASTEC INC(MTZ)1,692,6561,646,425-46,231288,479350,3764.14%+61,896
PARSONS CORP(PSN)155,394853,320+697,92611,15370,7570.84%+59,605
SEMTECH CORP(SMTC)2,244,6312,196,663-47,968101,323156,9521.85%+55,629
GLOBALSTAR(GSAT)01,329,111+1,329,111048,3660.57%+48,366
RUSH STREET INTERACTIVE INC(RSI)700,9972,808,688+2,107,69110,44557,5220.68%+47,077
FIRSTCASH HOLDINGS INC(FCFS)611,045807,714+196,66982,577127,9581.51%+45,381
SOLENO THERAPEUTICS INC0613,394+613,394041,4650.49%+41,465
APPLIED OPTOELECTRONICS INC(AAOI)01,575,623+1,575,623040,8560.48%+40,856
NEUROCRINE BIOSCIENCES INC(NBIX)257,538501,491+243,95332,37070,3990.83%+38,029
SITIME CORP(SITM)486,177469,057-17,120103,595141,3321.67%+37,737
MADRIGAL PHARMACEUTICALS INC(MDGL)244,738242,808-1,93074,068111,3661.31%+37,299
INSMED INC(INSM)899,603881,403-18,20090,536126,9311.50%+36,395
RED CAT HOLDINGS INC(RCAT)03,498,918+3,498,918036,2140.43%+36,214
KRYSTAL BIOTECH INC(KRYS)533,023606,946+73,92373,269107,1441.27%+33,875
OKLO INC(OKLO)730,823662,576-68,24740,91973,9630.87%+33,045
MIRION TECHNOLOGIES INC(MIR)1,470,2732,763,284+1,293,01131,65564,2740.76%+32,619
FLOWSERVE CORP(FLS)0608,816+608,816032,3520.38%+32,352
FIVE BELOW(FIVE)0208,782+208,782032,2990.38%+32,299
PTC THERAPEUTICS INC(PTCT)636,502995,782+359,28031,08761,1110.72%+30,024
GRANITE CONSTRUCTION INC(GVA)647,093825,625+178,53260,51090,5301.07%+30,020
RAMBUS INC(RMBS)955,600838,440-117,16061,17887,3651.03%+26,188
RADNET INC(RDNT)1,377,1421,371,294-5,84878,373104,5061.23%+26,133
ALIGNMENT HEALTHCARE INC(ALHC)5,517,3365,917,429+400,09377,243103,2591.22%+26,016
CAMPING WORLD HOLDINGS INC-A(CWH)1,501,7673,166,578+1,664,81125,81550,0000.59%+24,185
DENISON MINES CORP(DNN)26,596,62826,243,203-353,42548,40672,1690.85%+23,763
CUSTOMERS BANCO(CUBB)1,523,0251,712,102+189,07789,462111,9201.32%+22,458
VISTEON CORP(VC)0177,802+177,802021,3110.25%+21,311
MODINE MANUFACTURING CO(MOD)564,466532,102-32,36455,60075,6440.89%+20,044
SEQUANS COMMUNICATIONS-ADR(SQNS)02,060,388+2,060,388019,5630.23%+19,563
LIFE TIME GROUP HOLDINGS INC(LTH)3,311,1824,313,627+1,002,445100,428119,0561.41%+18,628
CELSIUS HOLDINGS INC(CELH)1,302,1641,373,688+71,52460,40778,9730.93%+18,566
XPO INC(XPO)1,008,6211,127,959+119,338127,379145,8111.72%+18,433
SIGNET JEWELERS LTD
SHS
710,713768,281+57,56856,53773,6940.87%+17,156
NLIGHT INC(LASR)0567,733+567,733016,8220.20%+16,822
BIOCRYST PHARMACEUTICALS INC(BCRX)1,243,9343,620,261+2,376,32711,14627,4780.32%+16,332
CALIX INC.(CALX)229,832454,419+224,58712,22527,8880.33%+15,663
LATTICE SEMICONDUCTOR CORP(LSCC)759,869719,069-40,80037,22652,7220.62%+15,496
REDDIT INC-CL A(RDDT)067,011+67,011015,4120.18%+15,412
WATERBRIDGE INFRASTRUC-CL A(WBI)0600,031+600,031015,1330.18%+15,133
ALMONTY INDUSTRIES INC02,421,657+2,421,657014,6030.17%+14,603
GENIUS SPORTS LTD
SHARES CL A
6,811,3336,811,420+8770,83884,3251.00%+13,488
DIGITALOCEAN HOLDINGS INC(DOCN)893,7971,132,369+238,57225,52738,6820.46%+13,155
KARMAN HOLDINGS INC(KRMN)730,402688,205-42,19736,79049,6880.59%+12,898
UNUSUAL MACHINES INC /US(UMAC)0840,301+840,301012,6890.15%+12,689
VARONIS SYSTEMS INC(VRNS)1,916,2671,908,011-8,25697,251109,6531.29%+12,403
INTERFACE INC(TILE)1,626,3931,604,700-21,69334,04046,4400.55%+12,400
ELECTRONIC ARTS INC059,342+59,342011,9690.14%+11,969
WESTERN ALLIANCE BANCORP(WAL)582,747659,445+76,69845,44357,1870.68%+11,744
COSTAR GROUP INC(CSGP)0138,064+138,064011,6480.14%+11,648
CRINETICS PHARMACEUTICALS IN(CRNX)888,470883,004-5,46625,55236,7770.43%+11,225
RXO INC(RXO)650,8151,388,549+737,73410,23121,3560.25%+11,125
HCI GROUP INC864,306740,610-123,696131,547142,1451.68%+10,598
XOMETRY INC-A(XMTR)404,853426,267+21,41413,68023,2190.27%+9,539
KESTRA MEDICAL TECHNOLOGIES
SHS
0395,238+395,23809,3910.11%+9,391
AKERO THERAPEUTICS INC0178,549+178,54908,4780.10%+8,478
ENSIGN GROUP INC/THE(ENSG)492,016487,287-4,72975,89884,1890.99%+8,290
OSI SYSTEMS INC(OSIS)377,061371,228-5,83384,78692,5251.09%+7,739
ATRICURE INC(ATRC)3,061,0593,045,587-15,472100,311107,3571.27%+7,046
EAGLE MATERIALS INC(EXP)300,867289,785-11,08260,80867,5310.80%+6,723
COMSTOCK INC(LODE)01,833,147+1,833,14706,2690.07%+6,269
SYMBOTIC INC(SYM)424,526422,210-2,31616,49322,7570.27%+6,264
TRANSCAT INC(TRNS)339,936477,219+137,28329,22134,9320.41%+5,712
CORNING INC(GLW)168,101176,603+8,5028,84014,4870.17%+5,646
HIPPO HOLDINGS INC(HIPO)489,243524,039+34,79613,66518,9490.22%+5,285
SCHOLAR ROCK HOLDING CORP(SRRK)1,974,9642,014,393+39,42969,95375,0160.89%+5,063
AXSOME THERAPEUTICS INC(AXSM)371,104359,957-11,14738,74043,7170.52%+4,977
NCINO INC(NCNO)1,007,6251,213,120+205,49528,18332,8880.39%+4,704
ESCO TECHNOLOGIES INC(ESE)303,651295,072-8,57958,26262,2930.74%+4,031
FABRINET(FN)261,546222,175-39,37177,07281,0090.96%+3,937
SENSEONICS HOLDINGS INC(SENS)08,554,118+8,554,11803,7280.04%+3,728
ACADEMY SPORTS & OUTDOORS IN(ASO)782,742772,448-10,29435,07538,6380.46%+3,563
BUILD-A-BEAR WORKSHOP INC(BBW)053,443+53,44303,4850.04%+3,485
GUARDANT HEALTH INC(GH)245,701256,893+11,19212,78616,0510.19%+3,264
AURINIA PHARMACEUTICALS INC(AUPH)0269,312+269,31202,9760.04%+2,976
HA SUSTAINABLE INFRASTRUCTURE(HASI)837,189825,517-11,67222,48725,3430.30%+2,856
ACI WORLDWIDE INC3,366,0452,982,235-383,810154,535157,3731.86%+2,837
TTM TECHNOLOGIES(TTMI)831,743637,851-193,89233,95236,7400.43%+2,788
WILLIAMS SONOMA INC(WSM)50,60853,451+2,8438,26810,4470.12%+2,179
VERTIV HOLDINGS LLC(VRT)67,65271,192+3,5408,68710,7400.13%+2,053
REVOLUTION MEDICINES INC(RVMD)1,126,020928,123-197,89741,42643,3430.51%+1,917
TAKE-TWO INTERACTIVE SOFTWRE(TTWO)65,44968,893+3,44415,89417,7990.21%+1,905
OPERA LTD-ADR(OPRA)083,413+83,41301,7220.02%+1,722
A2Z CUST2MATE SOLUTIONS CORP0187,500+187,50001,4980.02%+1,498
DUPONT DE NEMOURS INC(DD)103,273108,767+5,4947,0838,4730.10%+1,389
BLACKBERRY LTD(BB)11,450,02711,007,928-442,09952,44153,7190.63%+1,278
NRG ENERGY INC(NRG)125,429131,244+5,81520,14121,2550.25%+1,114
CURTISS WRIGHT CORP(CW)12,77213,498+7266,2407,3290.09%+1,089
VNET GROUP INC-ADR(VNET)0101,000+101,00001,0430.01%+1,043
NATIONAL HEALTHCARE CORP(NHC)46,19648,419+2,2234,9435,8830.07%+940
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Hood River Capital Management LLC — 13F Holdings — Q3 2025 | TickerTrail