Hood River Capital Management LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Hood River Capital Management LLC reported 128 stock positions worth $4.5 billion. Its top holding was Ftai Aviation (FTAI) at 5.0% of the portfolio, followed by Comfort Systems USA (FIX, 3.4%) and Rambus (RMBS, 2.8%). Compared with Q4 2023, it opened 35 new positions, sold out of 29, added to 69 and reduced 21. The biggest buy was a new position in Atkore (ATKR) and the biggest sale an exit from Axonics.
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH GARDENS, FL
- CIK
- 0001578177
- Portfolio Value
- $4.5B (Q1 2024)
- SEC Filing
- 0001214659-24-009117 ↗ filed May 15, 2024
Holdings Value
Holdings 128 stocks · $4.5B
| FTAI Ftai Aviation Ltd. | 5.00% | 3,333,872 | $224.4M | Reduce -3.6% |
| FIX Comfort Systems USA Inc. | 3.40% | 479,656 | $152.4M | Reduce -0.5% |
| RMBS Rambus Inc. | 2.82% | 2,048,572 | $126.6M | Add +4.4% |
| VRT Vertiv Holdings Co. Class A | 2.79% | 1,530,632 | $125.0M | Reduce -15.8% |
| ONTO Onto Innovation Inc. | 2.72% | 672,230 | $121.7M | Add +6.9% |
| FCFS Firstcash Holdings Inc. | 2.50% | 879,700 | $112.2M | Add +6.3% |
| WAL Western Alliance Bancorp | 2.35% | 1,641,660 | $105.4M | Add +5.9% |
| FORM Formfactor Inc. | 2.12% | 2,079,052 | $94.9M | Add +7.2% |
| XPO Xpo Inc. | 2.09% | 768,011 | $93.7M | Add +6.9% |
| CLH Clean Harbors Inc. | 2.03% | 452,063 | $91.0M | Add +4.9% |
| KRYS Krystal Biotech Inc. | 1.97% | 495,586 | $88.2M | Add +8.1% |
| HCI Hci Group Inc. | 1.87% | 721,876 | $83.8M | Add +1.4% |
| DKNG Draftkings Inc. Class A | 1.79% | 1,763,944 | $80.1M | Add +6.7% |
| VRNS Varonis Systems Inc. | 1.70% | 1,611,871 | $76.0M | Add +40.8% |
| KEX Kirby Corp. | 1.63% | 768,598 | $73.3M | Add +7.1% |
| EVH Evolent Health Inc. Class A | 1.61% | 2,207,037 | $72.4M | Add +6.6% |
| LNTH Lantheus Holdings Inc. | 1.56% | 1,122,065 | $69.8M | Reduce -6.2% |
| MTZ Mastec Inc. | 1.55% | 747,488 | $69.7M | Reduce -34.0% |
| EXP Eagle Materials Inc. | 1.54% | 253,985 | $69.0M | Add +4.3% |
| AXON Axon Enterprise Inc. | 1.49% | 213,724 | $66.9M | Add +7.2% |
| ATKR Atkore Inc. | 1.43% | 335,678 | $63.9M | New |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 1.40% | 1,194,167 | $62.8M | New |
| KNF Knife River Corp. | 1.31% | 722,849 | $58.6M | Reduce -4.8% |
| ASPN Aspen Aerogels Inc. | 1.30% | 3,300,443 | $58.1M | Add +12.2% |
| CAMT Camtek Ltd. | 1.29% | 691,780 | $58.0M | Add +1.9% |
| VKTX Viking Therapeutics Inc. | 1.23% | 671,928 | $55.1M | New |
| ACIW Aci Worldwide Inc. | 1.23% | 1,656,745 | $55.0M | Add +9.7% |
| NICE Nice Ltd. - Spon ADR | 1.20% | 206,460 | $53.8M | Add +7.6% |
| RDNT Radnet Inc. | 1.16% | 1,071,129 | $52.1M | Add +7.8% |
| CYTK Cytokinetics Inc. | 1.09% | 696,647 | $48.8M | Add +24.2% |
| CCOI Cogent Communications Holdin | 1.07% | 735,494 | $48.0M | Add +19.2% |
| AS Amer Sports Inc. | 1.07% | 2,931,159 | $47.8M | New |
| KTOS Kratos Defense & Security | 1.05% | 2,556,787 | $47.0M | Add +108.7% |
| DNN Denison Mines Corp. | 1.01% | 23,125,163 | $45.1M | Reduce -1.4% |
| BPMC Blueprint Medicines Corp. | 0.99% | 470,126 | $44.6M | Add +6.8% |
| CZR Caesars Entertainment Inc. | 0.98% | 1,003,628 | $43.9M | Add +6.8% |
| CAVA Cava Group Inc. | 0.98% | 624,377 | $43.7M | Add +47.3% |
| APG Api Group Corp. | 0.96% | 1,097,938 | $43.1M | Add +66.0% |
| AXSM Axsome Therapeutics Inc. | 0.93% | 520,750 | $41.6M | Add +32.6% |
| OSIS Osi Systems Inc. | 0.91% | 286,324 | $40.9M | Reduce -0.8% |
| INSP Inspire Medical Systems Inc. | 0.91% | 189,237 | $40.6M | Add +21.0% |
| COHR Coherent Corp. | 0.91% | 670,231 | $40.6M | New |
| BASE Couchbase Inc. | 0.89% | 1,511,521 | $39.8M | Add +4.9% |
| RXO Rxo Inc. | 0.87% | 1,791,908 | $39.2M | Add +14.4% |
| IOVA Iovance Biotherapeutics Inc. | 0.87% | 2,624,238 | $38.9M | Add +31.1% |
| SN Sharkninja Inc. | 0.85% | 614,706 | $38.3M | New |
| APLD Applied Digital Corp. | 0.84% | 8,824,532 | $37.8M | Add +2.8% |
| CYBR Cyberark Software Ltd./Israel | 0.83% | 140,412 | $37.3M | Add +5.0% |
| ICHR Ichor Holdings Ltd. | 0.82% | 957,294 | $37.0M | New |
| FIVN FIVE9 Inc. | 0.82% | 589,196 | $36.6M | Add +0.7% |
| TFII Tfi International Inc. | 0.81% | 226,888 | $36.2M | Add +6.6% |
| SMCI Super Micro Computer Inc. | 0.79% | 35,115 | $35.5M | New |
| SITM Sitime Corp. | 0.79% | 377,632 | $35.2M | Reduce -6.6% |
| SUM Summit Materials Inc. Class A | 0.74% | 745,020 | $33.2M | New |
| NOG Northern Oil and Gas Inc. | 0.74% | 835,223 | $33.1M | Add +7.3% |
| OPCH Option Care Health Inc. | 0.73% | 975,821 | $32.7M | Add +6.3% |
| DOCN Digitalocean Holdings Inc. | 0.72% | 846,844 | $32.3M | Add +22.3% |
| NBIX Neurocrine Biosciences Inc. | 0.70% | 227,998 | $31.4M | Add +7.3% |
| PLAY Dave & Buster's Entertainmen | 0.67% | 482,889 | $30.2M | New |
| SG Sweetgreen Inc. Class A | 0.65% | 1,152,222 | $29.1M | New |
| INSM Insmed Inc. | 0.58% | 962,501 | $26.1M | Add +6.3% |
| IIIV I3 Verticals Inc. Class A | 0.57% | 1,119,931 | $25.6M | Add +43.1% |
| INDI Indie Semiconductor Inc. Class A | 0.57% | 3,603,704 | $25.5M | Reduce -13.6% |
| INFN Infinera Corp. | 0.56% | 4,162,231 | $25.1M | Add +52.5% |
| ARHS Arhaus Inc. | 0.53% | 1,547,296 | $23.8M | Add +0.6% |
| CELH Celsius Holdings Inc. | 0.53% | 284,361 | $23.6M | Reduce -63.9% |
| ROAD Construction Partners Inc. Class A | 0.51% | 410,000 | $23.0M | Add +0.5% |
| DFH Dream Finders Homes Inc. Class A | 0.50% | 516,071 | $22.6M | Add +23.7% |
| TGTX TG Therapeutics Inc. | 0.50% | 1,474,037 | $22.4M | New |
| HASI Ha Sustainable Infrastructur filed as HANNON ARMSTRONG SUST INFR C | 0.49% | 779,832 | $22.1M | Add +10.4% |
| AMSC American Superconductor Corp. | 0.49% | 1,618,807 | $21.9M | New |
| BROS Dutch Bros Inc. Class A | 0.47% | 633,111 | $20.9M | New |
| AAOI Applied Optoelectronics Inc. | 0.45% | 1,439,404 | $20.0M | Add +6.5% |
| LTH Life Time Group Holdings Inc. | 0.44% | 1,257,960 | $19.5M | Add +3657.9% |
| CNM Core & Main Inc. Class A | 0.42% | 327,542 | $18.8M | Reduce -56.4% |
| KNSL Kinsale Capital Group Inc. | 0.42% | 35,470 | $18.6M | Add +171.6% |
| MOD Modine Manufacturing Co. | 0.42% | 195,523 | $18.6M | Reduce -75.8% |
| BHVN Biohaven Ltd. | 0.41% | 336,454 | $18.4M | Add +3.8% |
| OLLI Ollie's Bargain Outlet Holdi | 0.41% | 229,162 | $18.2M | Reduce -13.6% |
| TRNS Transcat Inc. | 0.40% | 161,891 | $18.0M | Add +7.2% |
| MTSI Macom Technology Solutions H | 0.40% | 185,231 | $17.7M | New |
| LOVE The Lovesac Co. | 0.36% | 711,400 | $16.1M | Reduce -1.5% |
| VRNA Verona Pharma Ltd. | 0.35% | 987,756 | $15.9M | Add +4.3% |
| CUBI Customers Bancorp Inc. | 0.33% | 282,601 | $15.0M | Reduce -1.8% |
| FIP Ftai Infrastructure Inc. | 0.33% | 2,338,538 | $14.7M | Reduce -0.9% |
| ALHC Alignment Healthcare Inc. | 0.32% | 2,920,836 | $14.5M | Add +49.6% |
| SDHC Smith Douglas Homes Corp. | 0.32% | 482,199 | $14.3M | New |
| SRRK Scholar Rock Holding Corp. | 0.31% | 792,047 | $14.1M | Add +58.7% |
| CDNS Cadence Design SYS Inc. | 0.31% | 45,156 | $14.1M | Add +124.1% |
| DRVN Driven Brands Holdings Inc. | 0.30% | 843,780 | $13.3M | New |
| INTA Intapp Inc. | 0.30% | 386,182 | $13.2M | Reduce -12.6% |
| RELY Remitly Global Inc. | 0.29% | 616,612 | $12.8M | New |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 0.25% | 87,216 | $11.2M | New |
| GFL GFL Environmental Inc.-Sub VT | 0.25% | 319,325 | $11.0M | Add +77.7% |
| GENI Genius Sports Ltd. | 0.24% | 1,912,383 | $10.9M | Reduce -45.2% |
| UCTT Ultra Clean Holdings Inc. | 0.24% | 237,596 | $10.9M | New |
| PGY Pagaya Technologies Ltd. Class A | 0.21% | 917,302 | $9.3M | New |
| REVG Rev Group Inc. | 0.18% | 373,000 | $8.2M | New |
| MRVL Marvell Technology Inc. | 0.17% | 110,316 | $7.8M | Add +150.5% |
| STNG Scorpio Tankers Inc. | 0.16% | 102,455 | $7.3M | Reduce -39.7% |
Portfolio Sells Q4 2023 → Q1 2024
| AXONICS INC | Sold out | 0.00% | −2.22 |
| RPD RAPID7 Inc. | Sold out | 0.00% | −1.46 |
| FN Fabrinet | Sold out | 0.00% | −1.04 |
| DCGO Docgo Inc. | Sold out | 0.00% | −0.94 |
| MOD Modine Manufacturing Co. | Reduce -75.8% | 0.42% | −0.91 |
| ATRC Atricure Inc. | Sold out | 0.00% | −0.83 |
| MTZ Mastec Inc. | Reduce -34.0% | 1.55% | −0.80 |
| GPRE Green Plains Inc. | Sold out | 0.00% | −0.74 |
| CNMD Conmed Corp. | Sold out | 0.00% | −0.73 |
| AEHR Aehr Test Systems | Sold out | 0.00% | −0.68 |
| CELH Celsius Holdings Inc. | Reduce -63.9% | 0.53% | −0.66 |
| SITM Sitime Corp. | Reduce -6.6% | 0.79% | −0.57 |
| KLIC Kulicke & Soffa Industries | Sold out | 0.00% | −0.54 |
| ENVX Enovix Corp. | Sold out | 0.00% | −0.54 |
| LNTH Lantheus Holdings Inc. | Reduce -6.2% | 1.56% | −0.48 |
| CNM Core & Main Inc. Class A | Reduce -56.4% | 0.42% | −0.42 |
| INDI Indie Semiconductor Inc. Class A | Reduce -13.6% | 0.57% | −0.36 |
| GENI Genius Sports Ltd. | Reduce -45.2% | 0.24% | −0.35 |
| CBAY Cymabay Therapeutics Inc. | Sold out | 0.00% | −0.34 |
| NEO Neogenomics Inc. | Sold out | 0.00% | −0.33 |
| SEM Select Medical Holdings Corp. | Sold out | 0.00% | −0.29 |
| DCO Ducommun Inc. | Sold out | 0.00% | −0.27 |
| SKWD Skyward Specialty Insurance | Sold out | 0.00% | −0.26 |
| WNS WNS Holdings Ltd.-ADR | Sold out | 0.00% | −0.22 |
| BWIN Baldwin Insurance Group Inc./ | Sold out | 0.00% | −0.17 |
| INTA Intapp Inc. | Reduce -12.6% | 0.30% | −0.17 |
| LOVE The Lovesac Co. | Reduce -1.5% | 0.36% | −0.15 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -13.6% | 0.41% | −0.15 |
| DNN Denison Mines Corp. | Reduce -1.4% | 1.01% | −0.14 |
| CUBI Customers Bancorp Inc. | Reduce -1.8% | 0.33% | −0.12 |
| STNG Scorpio Tankers Inc. | Reduce -39.7% | 0.16% | −0.12 |
| OSIS Osi Systems Inc. | Reduce -0.8% | 0.91% | −0.11 |
| LILMF Lilium NV | Sold out | 0.00% | −0.11 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.10 |
| KNF Knife River Corp. | Reduce -4.8% | 1.31% | −0.08 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.07 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.05 |
| MDXH Mdxhealth | Reduce -38.0% | 0.02% | −0.04 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.03 |
| GRSD Grandstand Ltd. | Sold out | 0.00% | −0.02 |
| THE REAL GOOD FOOD COMPANY I | Sold out | 0.00% | −0.02 |
| ACMR Acm Research Inc. Class A | Sold out | 0.00% | −0.00 |
| ALTISOURCE PORTFOLIO SOLNS S | Sold out | 0.00% | −0.00 |
| CNH CNH Industrial NV | Sold out | 0.00% | −0.00 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.00 |
| KRBN KS Global Carbon Stratgy ETF | Sold out | 0.00% | −0.00 |
| FIP Ftai Infrastructure Inc. | Reduce -0.9% | 0.33% | +0.08 |
| VRT Vertiv Holdings Co. Class A | Reduce -15.8% | 2.79% | +0.39 |
| FTAI Ftai Aviation Ltd. | Reduce -3.6% | 5.00% | +0.59 |
| FIX Comfort Systems USA Inc. | Reduce -0.5% | 3.40% | +0.67 |
Portfolio Buys Q4 2023 → Q1 2024
| ATKR Atkore Inc. | New | 1.43% | +1.43 |
| QTWO Q2 Holdings Inc. | New | 1.40% | +1.40 |
| VKTX Viking Therapeutics Inc. | New | 1.23% | +1.23 |
| AS Amer Sports Inc. | New | 1.07% | +1.07 |
| COHR Coherent Corp. | New | 0.91% | +0.91 |
| SN Sharkninja Inc. | New | 0.85% | +0.85 |
| ICHR Ichor Holdings Ltd. | New | 0.82% | +0.82 |
| SMCI Super Micro Computer Inc. | New | 0.79% | +0.79 |
| SUM Summit Materials Inc. Class A | New | 0.74% | +0.74 |
| PLAY Dave & Buster's Entertainmen | New | 0.67% | +0.67 |
| SG Sweetgreen Inc. Class A | New | 0.65% | +0.65 |
| TGTX TG Therapeutics Inc. | New | 0.50% | +0.50 |
| AMSC American Superconductor Corp. | New | 0.49% | +0.49 |
| CAVA Cava Group Inc. | Add +47.3% | 0.98% | +0.47 |
| BROS Dutch Bros Inc. Class A | New | 0.47% | +0.47 |
| LTH Life Time Group Holdings Inc. | Add +3657.9% | 0.44% | +0.42 |
| IOVA Iovance Biotherapeutics Inc. | Add +31.1% | 0.87% | +0.42 |
| KRYS Krystal Biotech Inc. | Add +8.1% | 1.97% | +0.40 |
| MTSI Macom Technology Solutions H | New | 0.40% | +0.40 |
| KTOS Kratos Defense & Security | Add +108.7% | 1.05% | +0.36 |
| XPO Xpo Inc. | Add +6.9% | 2.09% | +0.36 |
| APG Api Group Corp. | Add +66.0% | 0.96% | +0.33 |
| SDHC Smith Douglas Homes Corp. | New | 0.32% | +0.32 |
| DRVN Driven Brands Holdings Inc. | New | 0.30% | +0.30 |
| KNSL Kinsale Capital Group Inc. | Add +171.6% | 0.42% | +0.29 |
| RELY Remitly Global Inc. | New | 0.29% | +0.29 |
| VRNS Varonis Systems Inc. | Add +40.8% | 1.70% | +0.27 |
| KSPI JSC Kaspi.kz ADR | New | 0.25% | +0.25 |
| UCTT Ultra Clean Holdings Inc. | New | 0.24% | +0.24 |
| RDNT Radnet Inc. | Add +7.8% | 1.16% | +0.21 |
| PGY Pagaya Technologies Ltd. Class A | New | 0.21% | +0.21 |
| INFN Infinera Corp. | Add +52.5% | 0.56% | +0.20 |
| DKNG Draftkings Inc. Class A | Add +6.7% | 1.79% | +0.18 |
| REVG Rev Group Inc. | New | 0.18% | +0.18 |
| EXP Eagle Materials Inc. | Add +4.3% | 1.54% | +0.18 |
| CDNS Cadence Design SYS Inc. | Add +124.1% | 0.31% | +0.16 |
| HCI Hci Group Inc. | Add +1.4% | 1.87% | +0.16 |
| NICE Nice Ltd. - Spon ADR | Add +7.6% | 1.20% | +0.15 |
| NXE Nexgen Energy Ltd. | Add +9888.3% | 0.14% | +0.14 |
| IIIV I3 Verticals Inc. Class A | Add +43.1% | 0.57% | +0.12 |
| MNDY Monday.com Ltd. | New | 0.11% | +0.11 |
| MKSI MKS Inc. | New | 0.11% | +0.11 |
| MRVL Marvell Technology Inc. | Add +150.5% | 0.17% | +0.10 |
| DFH Dream Finders Homes Inc. Class A | Add +23.7% | 0.50% | +0.10 |
| HIPO Hippo Holdings Inc. | Add +79.4% | 0.13% | +0.09 |
| KEX Kirby Corp. | Add +7.1% | 1.63% | +0.09 |
| ML Moneylion Inc. | New | 0.08% | +0.08 |
| AXON Axon Enterprise Inc. | Add +7.2% | 1.49% | +0.08 |
| GFL GFL Environmental Inc.-Sub VT | Add +77.7% | 0.25% | +0.08 |
| MLM Martin Marietta Materials | New | 0.07% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 166 | $13.8B | APLD, DOCN, MTZ, DAVE, BE |
| Q1 2026 | 167 | $10.0B | APLD, MTZ, FIX, DOCN, XPO |
| Q4 2025 | 175 | $9.1B | APLD, MTZ, DAVE, FIX, KTOS |
| Q3 2025 | 153 | $8.5B | APLD, MTZ, KTOS, DAVE, FIX |
| Q2 2025 | 148 | $7.2B | MTZ, DAVE, APLD, LITE, QXO |
| Q1 2025 | 144 | $5.9B | ACIW, MTZ, HCI, APLD, INSM |
| Q4 2024 | 159 | $6.8B | FTAI, SMTC, MTZ, ACIW, NFE |
| Q3 2024 | 142 | $6.2B | FTAI, MTZ, ACIW, SMTC, FIX |
| Q2 2024 | 144 | $4.8B | FTAI, MTZ, RMBS, FIX, FORM |
| Q1 2024 | 128 | $4.5B | FTAI, FIX, RMBS, VRT, ONTO |