Fund HoldingsHood River Capital Management LLC

Total Portfolio Value
$9.12B
Total Bought
$2.01B
Total Sold
$1.12B
Net Transaction
+$895.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
BLOOM ENERGY CORP- A01,555,734+1,555,7340135,1781.48%+135,178
PRAXIS PRECISION MEDICINES I(PRAX)0289,467+289,467085,3180.94%+85,318
GUARDANT HEALTH INC(GH)256,893978,515+721,62216,05199,9461.10%+83,895
KNIGHT-SWIFT TRANSPORTATION(KNX)01,587,046+1,587,046082,9710.91%+82,971
CORE & MAIN INC-CLASS A(CNM)01,330,800+1,330,800069,1620.76%+69,162
BABCOCK & WILCOX ENTERPR(BW)010,648,389+10,648,389067,5110.74%+67,511
APPLIED DIGITAL CORP21,046,65422,037,431+990,777482,810540,3585.92%+57,548
GRAND CANYON EDUCATION INC(LOPE)0311,436+311,436051,7950.57%+51,795
FIRSTCASH HOLDINGS INC(FCFS)807,7141,116,102+308,388127,958177,8841.95%+49,926
SYNDAX PHARMACEUTICALS INC(SNDX)02,316,553+2,316,553048,6710.53%+48,671
NUVALENT INC-A0475,440+475,440047,8250.52%+47,825
ONDAS INC(ONDS)16,101,14017,357,213+1,256,073124,301169,4061.86%+45,106
KARMAN HOLDINGS INC(KRMN)688,2051,293,435+605,23049,68894,6411.04%+44,952
KRYSTAL BIOTECH INC(KRYS)606,946613,302+6,356107,144151,2031.66%+44,059
AXT INC(AXTI)02,012,228+2,012,228032,9000.36%+32,900
MADRIGAL PHARMACEUTICALS INC(MDGL)242,808247,560+4,752111,366144,1641.58%+32,798
REVOLUTION MEDICINES INC(RVMD)928,123945,585+17,46243,34375,3160.83%+31,973
DAVE INC(DAVE)01,115,931+1,115,9310247,0782.71%+247,078
ALMONTY INDUSTRIES INC2,421,6575,231,489+2,809,83214,60346,0890.51%+31,487
BRIDGEBIO PHARMA INC(BBIO)1,243,5451,255,185+11,64064,59096,0091.05%+31,419
CELSIUS HOLDINGS INC(CELH)1,373,6882,412,682+1,038,99478,973110,3561.21%+31,383
CLEARWATER ANALYTICS HDS-A04,304,707+4,304,7070103,8301.14%+103,830
COMFORT SYSTEMS USA INC(FIX)241,191245,857+4,666199,026229,4562.52%+30,430
SCHNEIDER NATIONAL INC-CL B(SNDR)01,026,734+1,026,734027,2390.30%+27,239
GLOBALSTAR(GSAT)1,329,1111,238,132-90,97948,36675,5760.83%+27,209
FLOWSERVE CORP(FLS)608,816832,335+223,51932,35257,7470.63%+25,395
LIGHTPATH TECHNOLOGIES INC-A02,325,938+2,325,938025,1200.28%+25,120
ALPHATEC HOLDINGS INC(ATEC)01,138,350+1,138,350023,9510.26%+23,951
XOMETRY INC-A(XMTR)426,267782,783+356,51623,21946,5520.51%+23,333
AXSOME THERAPEUTICS INC(AXSM)359,957366,176+6,21943,71766,8780.73%+23,162
MIRUM PHARMACEUTICALS INC(MIRM)0280,028+280,028022,1190.24%+22,119
ARCELLX INC
COMMON STOCK
0335,500+335,500021,8750.24%+21,875
ALIGNMENT HEALTHCARE INC(ALHC)5,917,4296,173,433+256,004103,259121,9251.34%+18,666
FIVE BELOW(FIVE)208,782266,389+57,60732,29950,1770.55%+17,878
ROCKET LAB CORP(RKLB)0242,124+242,124016,8910.19%+16,891
DIGITALOCEAN HOLDINGS INC(DOCN)1,132,3691,138,128+5,75938,68254,7670.60%+16,085
BUTTERFLY NETWORK INC(BFLY)06,954,486+6,954,486026,4270.29%+26,427
LATTICE SEMICONDUCTOR CORP(LSCC)719,069922,577+203,50852,72267,8830.74%+15,161
ATRICURE INC(ATRC)3,045,5873,096,611+51,024107,357122,5021.34%+15,145
PTC THERAPEUTICS INC(PTCT)995,7821,003,075+7,29361,11176,1940.84%+15,082
TERADYNE INC(TER)075,898+75,898014,6910.16%+14,691
LUMENTUM HOLDINGS INC(LITE)0303,126+303,1260111,7291.22%+111,729
CUSTOMERS BANCO(CUBB)1,712,1021,725,701+13,599111,920126,1831.38%+14,263
SCHOLAR ROCK HOLDING CORP(SRRK)2,014,3932,026,758+12,36575,01689,2790.98%+14,263
NLIGHT INC(LASR)567,733804,457+236,72416,82230,1750.33%+13,353
VSE CORP(VSEC)075,554+75,554013,0530.14%+13,053
UNITY SOFTWARE INC(U)2,775,6552,792,007+16,352111,137123,3231.35%+12,186
UNITED STATES ANTIMONY CORP02,405,272+2,405,272012,0740.13%+12,074
RALPH LAUREN(RL)031,594+31,594011,1720.12%+11,172
RUSH STREET INTERACTIVE INC(RSI)2,808,6883,531,704+723,01657,52268,6210.75%+11,099
EXZEO GROUP INC(XZO)0442,568+442,568010,7320.12%+10,732
API GROUP CORP(APG)02,315,987+2,315,987088,6100.97%+88,610
KURA SUSHI USA INC CLASS A0589,511+589,511030,8490.34%+30,849
XPO INC(XPO)1,127,9591,148,950+20,991145,811156,1541.71%+10,343
MKS INC(MKSI)058,878+58,87809,4090.10%+9,409
CYTOKINETICS INC(CYTK)0137,597+137,59708,7430.10%+8,743
COHERENT INC(COHR)046,186+46,18608,5250.09%+8,525
TRANSMEDICS GROUP INC(TMDX)0690,357+690,357083,9820.92%+83,982
SEMTECH CORP(SMTC)2,196,6632,236,224+39,561156,952164,7871.81%+7,836
CARILOHA INC - PROMISSORY NOTE07,715,762+7,715,76207,7160.08%+7,716
ACADEMY SPORTS & OUTDOORS IN(ASO)772,448924,935+152,48738,63846,2100.51%+7,572
TTM TECHNOLOGIES(TTMI)637,851633,940-3,91136,74043,7420.48%+7,002
INTUITIVE MACHINES INC(LUNR)0402,922+402,92206,5390.07%+6,539
PAR TECHNOLOGY CORP/DEL0526,726+526,726019,1100.21%+19,110
AMPRIUS TECHNOLOGIES INC(AMPX)0809,744+809,74406,3890.07%+6,389
GRANITE CONSTRUCTION INC(GVA)825,625836,528+10,90390,53096,4941.06%+5,964
TWILIO INC - A(TWLO)0139,174+139,174019,7960.22%+19,796
KESTRA MEDICAL TECHNOLOGIES
SHS
395,238560,457+165,2199,39114,8630.16%+5,472
DRAFTKINGS INC - CL A(DKNG)0149,220+149,22005,1420.06%+5,142
CRINETICS PHARMACEUTICALS IN(CRNX)883,004897,403+14,39936,77741,7740.46%+4,997
QNITY ELECTRONICS INC(Q)053,603+53,60304,3770.05%+4,377
EAST WEST BANCORP INC(EWBC)630,928635,682+4,75467,16271,4440.78%+4,282
SYMBOTIC INC(SYM)422,210453,992+31,78222,75727,0130.30%+4,255
OSI SYSTEMS INC(OSIS)371,228379,374+8,14692,52596,7631.06%+4,238
PEGASYTEMS INC(PEGA)1,578,4481,588,403+9,95590,76194,8591.04%+4,099
RXO INC(RXO)1,388,5491,993,491+604,94221,35625,1980.28%+3,842
SLIDE INSURANCE HOLDINGS INC(SLDE)01,071,513+1,071,513020,8730.23%+20,873
APPLIED OPTOELECTRONICS INC(AAOI)1,575,6231,275,621-300,00240,85644,4680.49%+3,612
FRESHPET INC(FRPT)0504,276+504,276030,7260.34%+30,726
NRG ENERGY INC(NRG)131,244150,321+19,07721,25523,9370.26%+2,682
ESTABLISHMENT LABS HOLDINGS(ESTA)058,309+58,30904,2500.05%+4,250
WESBANCO INC(WSBC)0894,431+894,431029,7310.33%+29,731
PHOENIX EDUCATION PARTNERS I(PXED)056,223+56,22301,7040.02%+1,704
RHYTHM PHARMACEUTICALS INC(RYTM)0237,043+237,043025,3730.28%+25,373
ENSIGN GROUP INC/THE(ENSG)487,287492,003+4,71684,18985,7070.94%+1,518
JUMIA TECHNOLOGIES AG-ADR0110,767+110,76701,3830.02%+1,383
HA SUSTAINABLE INFRASTRUCTURE(HASI)825,517845,496+19,97925,34326,5740.29%+1,231
HCI GROUP INC740,610747,783+7,173142,145143,3431.57%+1,197
CAMECO CORP(CCJ)052,640+52,64004,8160.05%+4,816
CLEAN HARBORS INC(CLH)0126,765+126,765029,7240.33%+29,724
GRUPO CIBEST SA-ADR046,041+46,04102,9290.03%+2,929
IREN LTD
ORDINARY SHARES
058,634+58,63402,2150.02%+2,215
MIRION TECHNOLOGIES INC(MIR)2,763,2842,780,137+16,85364,27465,1110.71%+837
ENERGY FUELS INC(UUUU)056,000+56,00008140.01%+814
NATIONAL HEALTHCARE CORP(NHC)48,41947,856-5635,8836,5610.07%+677
OWLET INC035,000+35,00005670.01%+567
COMSTOCK INC1,833,1471,815,267-17,8806,2696,8250.07%+556
CREDICORP LTD(BAP)07,462+7,46202,1420.02%+2,142
IMPLANTICA AG-A SDR083,204+83,20404530.00%+453
AMER SPORTS INC(AS)0184,045+184,04506,8740.08%+6,874
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