Hood River Capital Management LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| BLOOM ENERGY CORP- A | 0 | 1,555,734 | +1,555,734 | 0 | 135,177,727 | +135,177,727 |
| PRAXIS PRECISION MEDICINES I | 0 | 289,467 | +289,467 | 0 | 85,317,504 | +85,317,504 |
| GUARDANT HEALTH INC | 256,893 | 978,515 | +721,622 | 16,050,675 | 99,945,522 | +83,894,847 |
| KNIGHT-SWIFT TRANSPORTATION | 0 | 1,587,046 | +1,587,046 | 0 | 82,970,765 | +82,970,765 |
| CORE & MAIN INC-CLASS A | 0 | 1,330,800 | +1,330,800 | 0 | 69,161,676 | +69,161,676 |
| BABCOCK & WILCOX ENTERPR | 0 | 10,648,389 | +10,648,389 | 0 | 67,510,786 | +67,510,786 |
| APPLIED DIGITAL CORP | 21,046,654 | 22,037,431 | +990,777 | 482,810,243 | 540,357,808 | +57,547,565 |
| GRAND CANYON EDUCATION INC | 0 | 311,436 | +311,436 | 0 | 51,794,921 | +51,794,921 |
| FIRSTCASH HOLDINGS INC | 807,714 | 1,116,102 | +308,388 | 127,958,052 | 177,884,337 | +49,926,285 |
| SYNDAX PHARMACEUTICALS INC | 0 | 2,316,553 | +2,316,553 | 0 | 48,670,779 | +48,670,779 |
| NUVALENT INC-A | 0 | 475,440 | +475,440 | 0 | 47,824,510 | +47,824,510 |
| ONDAS INC | 16,101,140 | 17,357,213 | +1,256,073 | 124,300,801 | 169,406,399 | +45,105,598 |
| KARMAN HOLDINGS INC | 688,205 | 1,293,435 | +605,230 | 49,688,401 | 94,640,639 | +44,952,238 |
| KRYSTAL BIOTECH INC | 606,946 | 613,302 | +6,356 | 107,144,177 | 151,203,475 | +44,059,298 |
| AXT INC | 0 | 2,012,228 | +2,012,228 | 0 | 32,899,928 | +32,899,928 |
| MADRIGAL PHARMACEUTICALS INC | 242,808 | 247,560 | +4,752 | 111,366,317 | 144,164,090 | +32,797,773 |
| REVOLUTION MEDICINES INC | 928,123 | 945,585 | +17,462 | 43,343,344 | 75,315,845 | +31,972,501 |
| DAVE INC | 1,080,809 | 1,115,931 | +35,122 | 215,459,274 | 247,078,283 | +31,619,009 |
| ALMONTY INDUSTRIES INC | 2,421,657 | 5,231,489 | +2,809,832 | 14,602,592 | 46,089,418 | +31,486,826 |
| BRIDGEBIO PHARMA INC | 1,243,545 | 1,255,185 | +11,640 | 64,589,727 | 96,009,101 | +31,419,374 |
| CELSIUS HOLDINGS INC | 1,373,688 | 2,412,682 | +1,038,994 | 78,973,323 | 110,356,075 | +31,382,752 |
| CLEARWATER ANALYTICS HDS-A | 4,064,898 | 4,304,707 | +239,809 | 73,249,462 | 103,829,533 | +30,580,071 |
| COMFORT SYSTEMS USA INC | 241,191 | 245,857 | +4,666 | 199,025,989 | 229,455,880 | +30,429,891 |
| SCHNEIDER NATIONAL INC-CL B | 0 | 1,026,734 | +1,026,734 | 0 | 27,239,253 | +27,239,253 |
| GLOBALSTAR | 1,329,111 | 1,238,132 | -90,979 | 48,366,349 | 75,575,577 | +27,209,228 |
| FLOWSERVE CORP | 608,816 | 832,335 | +223,519 | 32,352,482 | 57,747,402 | +25,394,920 |
| LIGHTPATH TECHNOLOGIES INC-A | 0 | 2,325,938 | +2,325,938 | 0 | 25,120,130 | +25,120,130 |
| ALPHATEC HOLDINGS INC | 0 | 1,138,350 | +1,138,350 | 0 | 23,950,884 | +23,950,884 |
| XOMETRY INC-A | 426,267 | 782,783 | +356,516 | 23,218,763 | 46,552,105 | +23,333,342 |
| AXSOME THERAPEUTICS INC | 359,957 | 366,176 | +6,219 | 43,716,778 | 66,878,385 | +23,161,607 |
| MIRUM PHARMACEUTICALS INC | 0 | 280,028 | +280,028 | 0 | 22,119,412 | +22,119,412 |
| ARCELLX INC | 0 | 335,500 | +335,500 | 0 | 21,874,600 | +21,874,600 |
| ALIGNMENT HEALTHCARE INC | 5,917,429 | 6,173,433 | +256,004 | 103,259,136 | 121,925,302 | +18,666,166 |
| FIVE BELOW | 208,782 | 266,389 | +57,607 | 32,298,575 | 50,177,032 | +17,878,457 |
| ROCKET LAB CORP | 0 | 242,124 | +242,124 | 0 | 16,890,570 | +16,890,570 |
| DIGITALOCEAN HOLDINGS INC | 1,132,369 | 1,138,128 | +5,759 | 38,681,725 | 54,766,719 | +16,084,994 |
| BUTTERFLY NETWORK INC | 5,406,126 | 6,954,486 | +1,548,360 | 10,433,823 | 26,427,047 | +15,993,224 |
| LATTICE SEMICONDUCTOR CORP | 719,069 | 922,577 | +203,508 | 52,722,139 | 67,883,216 | +15,161,077 |
| ATRICURE INC | 3,045,587 | 3,096,611 | +51,024 | 107,356,942 | 122,501,931 | +15,144,989 |
| PTC THERAPEUTICS INC | 995,782 | 1,003,075 | +7,293 | 61,111,141 | 76,193,577 | +15,082,436 |
| TERADYNE INC | 0 | 75,898 | +75,898 | 0 | 14,690,817 | +14,690,817 |
| LUMENTUM HOLDINGS INC | 598,819 | 303,126 | -295,693 | 97,433,839 | 111,729,212 | +14,295,373 |
| CUSTOMERS BANCO | 1,712,102 | 1,725,701 | +13,599 | 111,920,108 | 126,183,257 | +14,263,149 |
| SCHOLAR ROCK HOLDING CORP | 2,014,393 | 2,026,758 | +12,365 | 75,015,995 | 89,278,690 | +14,262,695 |
| NLIGHT INC | 567,733 | 804,457 | +236,724 | 16,821,929 | 30,175,182 | +13,353,253 |
| VSE CORP | 0 | 75,554 | +75,554 | 0 | 13,053,465 | +13,053,465 |
| UNITY SOFTWARE INC | 2,775,655 | 2,792,007 | +16,352 | 111,137,226 | 123,322,949 | +12,185,723 |
| UNITED STATES ANTIMONY CORP | 0 | 2,405,272 | +2,405,272 | 0 | 12,074,465 | +12,074,465 |
| RALPH LAUREN | 0 | 31,594 | +31,594 | 0 | 11,171,954 | +11,171,954 |
| RUSH STREET INTERACTIVE INC | 2,808,688 | 3,531,704 | +723,016 | 57,521,930 | 68,621,009 | +11,099,079 |
| EXZEO GROUP INC | 0 | 442,568 | +442,568 | 0 | 10,732,274 | +10,732,274 |
| API GROUP CORP | 2,272,994 | 2,315,987 | +42,993 | 78,122,787 | 88,609,663 | +10,486,876 |
| KURA SUSHI USA INC CLASS A | 345,010 | 589,511 | +244,501 | 20,497,044 | 30,849,111 | +10,352,067 |
| XPO INC | 1,127,959 | 1,148,950 | +20,991 | 145,811,260 | 156,153,795 | +10,342,535 |
| MKS INC | 0 | 58,878 | +58,878 | 0 | 9,408,704 | +9,408,704 |
| CYTOKINETICS INC | 0 | 137,597 | +137,597 | 0 | 8,742,913 | +8,742,913 |
| COHERENT INC | 0 | 46,186 | +46,186 | 0 | 8,524,550 | +8,524,550 |
| TRANSMEDICS GROUP INC | 678,437 | 690,357 | +11,920 | 76,120,631 | 83,981,929 | +7,861,298 |
| SEMTECH CORP | 2,196,663 | 2,236,224 | +39,561 | 156,951,571 | 164,787,347 | +7,835,776 |
| CARILOHA INC - PROMISSORY NOTE | 0 | 7,715,762 | +7,715,762 | 0 | 7,715,762 | +7,715,762 |
| ACADEMY SPORTS & OUTDOORS IN | 772,448 | 924,935 | +152,487 | 38,637,849 | 46,209,753 | +7,571,904 |
| TTM TECHNOLOGIES | 637,851 | 633,940 | -3,911 | 36,740,218 | 43,741,860 | +7,001,642 |
| INTUITIVE MACHINES INC | 0 | 402,922 | +402,922 | 0 | 6,539,424 | +6,539,424 |
| PAR TECHNOLOGY CORP/DEL | 318,431 | 526,726 | +208,295 | 12,603,499 | 19,109,619 | +6,506,120 |
| AMPRIUS TECHNOLOGIES INC | 0 | 809,744 | +809,744 | 0 | 6,388,880 | +6,388,880 |
| GRANITE CONSTRUCTION INC | 825,625 | 836,528 | +10,903 | 90,529,781 | 96,493,505 | +5,963,724 |
| TWILIO INC - A | 140,739 | 139,174 | -1,565 | 14,086,567 | 19,796,110 | +5,709,543 |
| KESTRA MEDICAL TECHNOLOGIES | 395,238 | 560,457 | +165,219 | 9,390,855 | 14,863,320 | +5,472,465 |
| DRAFTKINGS INC - CL A | 0 | 149,220 | +149,220 | 0 | 5,142,121 | +5,142,121 |
| CRINETICS PHARMACEUTICALS IN | 883,004 | 897,403 | +14,399 | 36,777,117 | 41,774,110 | +4,996,993 |
| QNITY ELECTRONICS INC | 0 | 53,603 | +53,603 | 0 | 4,376,685 | +4,376,685 |
| EAST WEST BANCORP INC | 630,928 | 635,682 | +4,754 | 67,162,286 | 71,444,300 | +4,282,014 |
| SYMBOTIC INC | 422,210 | 453,992 | +31,782 | 22,757,119 | 27,012,524 | +4,255,405 |
| OSI SYSTEMS INC | 371,228 | 379,374 | +8,146 | 92,524,867 | 96,763,132 | +4,238,265 |
| PEGASYTEMS INC | 1,578,448 | 1,588,403 | +9,955 | 90,760,760 | 94,859,427 | +4,098,667 |
| RXO INC | 1,388,549 | 1,993,491 | +604,942 | 21,355,884 | 25,197,726 | +3,841,842 |
| SLIDE INSURANCE HOLDINGS INC | 1,084,716 | 1,071,513 | -13,203 | 17,122,242 | 20,873,073 | +3,750,831 |
| APPLIED OPTOELECTRONICS INC | 1,575,623 | 1,275,621 | -300,002 | 40,855,904 | 44,468,148 | +3,612,244 |
| FRESHPET INC | 494,955 | 504,276 | +9,321 | 27,276,970 | 30,725,537 | +3,448,567 |
| NRG ENERGY INC | 131,244 | 150,321 | +19,077 | 21,254,966 | 23,937,116 | +2,682,150 |
| ESTABLISHMENT LABS HOLDINGS | 53,124 | 58,309 | +5,185 | 2,177,553 | 4,249,560 | +2,072,007 |
| WESBANCO INC | 871,211 | 894,431 | +23,220 | 27,817,767 | 29,730,886 | +1,913,119 |
| PHOENIX EDUCATION PARTNERS I | 0 | 56,223 | +56,223 | 0 | 1,703,557 | +1,703,557 |
| RHYTHM PHARMACEUTICALS INC | 235,836 | 237,043 | +1,207 | 23,817,078 | 25,373,083 | +1,556,005 |
| ENSIGN GROUP INC/THE | 487,287 | 492,003 | +4,716 | 84,188,575 | 85,706,923 | +1,518,348 |
| JUMIA TECHNOLOGIES AG-ADR | 0 | 110,767 | +110,767 | 0 | 1,383,480 | +1,383,480 |
| HA SUSTAINABLE INFRASTRUCTURE | 825,517 | 845,496 | +19,979 | 25,343,372 | 26,573,939 | +1,230,567 |
| HCI GROUP INC | 740,610 | 747,783 | +7,173 | 142,145,277 | 143,342,523 | +1,197,246 |
| CAMECO CORP | 44,839 | 52,640 | +7,801 | 3,760,199 | 4,816,034 | +1,055,835 |
| CLEAN HARBORS INC | 123,692 | 126,765 | +3,073 | 28,723,756 | 29,723,857 | +1,000,101 |
| GRUPO CIBEST SA-ADR | 38,836 | 46,041 | +7,205 | 2,017,142 | 2,928,668 | +911,526 |
| IREN LTD | 28,500 | 58,634 | +30,134 | 1,337,505 | 2,214,606 | +877,101 |
| MIRION TECHNOLOGIES INC | 2,763,284 | 2,780,137 | +16,853 | 64,273,986 | 65,110,809 | +836,823 |
| ENERGY FUELS INC | 0 | 56,000 | +56,000 | 0 | 814,240 | +814,240 |
| NATIONAL HEALTHCARE CORP | 48,419 | 47,856 | -563 | 5,883,393 | 6,560,579 | +677,186 |
| OWLET INC | 0 | 35,000 | +35,000 | 0 | 566,650 | +566,650 |
| COMSTOCK INC | 1,833,147 | 1,815,267 | -17,880 | 6,269,363 | 6,825,404 | +556,041 |
| CREDICORP LTD | 6,000 | 7,462 | +1,462 | 1,597,680 | 2,141,594 | +543,914 |
| IMPLANTICA AG-A SDR | 0 | 83,204 | +83,204 | 0 | 453,149 | +453,149 |
| AMER SPORTS INC | 185,477 | 184,045 | -1,432 | 6,445,326 | 6,874,081 | +428,755 |