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

0$5.0B$10.0B$15.0B Q1 2024: $4.5B $4.5B Q1 2024 Q2 2024: $4.8B Q2 2024 Q3 2024: $6.2B Q3 2024 Q4 2024: $6.8B Q4 2024 Q1 2025: $5.9B Q1 2025 Q2 2025: $7.2B Q2 2025 Q3 2025: $8.5B Q3 2025 Q4 2025: $9.1B Q4 2025 Q1 2026: $10.0B Q1 2026 Q2 2026: $13.8B Q2 2026

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%
ENTG Entegris Inc. 0.16% 51,516 $7.2M Add +80.2%
LSEA Landsea Homes Corp. 0.16% 482,339 $7.0M Add +82.3%
NXE Nexgen Energy Ltd. 0.14% 829,032 $6.4M Add +9888.3%
HIPO Hippo Holdings Inc. 0.13% 326,343 $6.0M Add +79.4%
MNDY Monday.com Ltd. 0.11% 21,995 $5.0M New
MKSI MKS Inc. filed as MKS INSTRS INC 0.11% 35,751 $4.8M New
ML Moneylion Inc. 0.08% 52,461 $3.7M New
SWKS Skyworks Solutions Inc. 0.08% 33,980 $3.7M Add +81.8%
WSC Willscot Holdings Corp. 0.08% 73,405 $3.4M Add +81.2%
AR Antero Resources Corp. 0.08% 117,658 $3.4M Add +81.5%
MLM Martin Marietta Materials 0.07% 5,411 $3.3M New
DDOG Datadog Inc. Class A 0.07% 23,933 $3.0M Add +81.9%
NTRA Natera Inc. 0.06% 30,844 $2.8M New
REKR Rekor Systems Inc. 0.06% 1,209,139 $2.8M New
PYFRF Payfare Inc. 0.05% 467,025 $2.2M Add +99.6%
HAE Haemonetics Corp. 0.05% 25,000 $2.1M New
AUGX Augmedix Inc. 0.04% 490,238 $2.0M Add +79.0%
INSE Inspired Entertainment Inc. 0.04% 198,408 $2.0M Add +79.0%
SPXC SPX Technologies Inc. 0.04% 13,000 $1.6M New
MDXH Mdxhealth 0.02% 330,879 $857K Reduce -38.0%
CERS Cerus Corp. 0.01% 299,694 $566K New
NYAX Nayax Ltd. 0.00% 3,912 $102K New
DESP Despegar.com Corp. 0.00% 8,450 $101K New
SPROTT PHYSICAL URANIUM TRUS 0.00% 4,643 $96K No change
GSM Ferroglobe PLC 0.00% 14,725 $73K New
TBBB BBB Foods Inc. Class A 0.00% 2,269 $54K New
OPRA Opera Ltd.-ADR 0.00% 3,180 $50K No change
EXAI Exscientia Ltd. 0.00% 2,000 $11K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 166$13.8BAPLD, DOCN, MTZ, DAVE, BE
Q1 2026 167$10.0BAPLD, MTZ, FIX, DOCN, XPO
Q4 2025 175$9.1BAPLD, MTZ, DAVE, FIX, KTOS
Q3 2025 153$8.5BAPLD, MTZ, KTOS, DAVE, FIX
Q2 2025 148$7.2BMTZ, DAVE, APLD, LITE, QXO
Q1 2025 144$5.9BACIW, MTZ, HCI, APLD, INSM
Q4 2024 159$6.8BFTAI, SMTC, MTZ, ACIW, NFE
Q3 2024 142$6.2BFTAI, MTZ, ACIW, SMTC, FIX
Q2 2024 144$4.8BFTAI, MTZ, RMBS, FIX, FORM
Q1 2024 128$4.5BFTAI, FIX, RMBS, VRT, ONTO