Hood River Capital Management LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Hood River Capital Management LLC reported 144 stock positions worth $4.8 billion. Its top holding was Ftai Aviation (FTAI) at 6.5% of the portfolio, followed by Mastec (MTZ, 2.6%) and Rambus (RMBS, 2.6%). Compared with Q1 2024, it opened 43 new positions, sold out of 27, added to 68 and reduced 33. The biggest buy was Coherent (COHR, shares +114%) and the biggest sale an exit from Draftkings Class A (DKNG).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH GARDENS, FL
- CIK
- 0001578177
- Portfolio Value
- $4.8B (Q2 2024)
- SEC Filing
- 0001214659-24-014414 ↗ filed Aug 14, 2024
Holdings Value
Holdings 144 stocks · $4.8B
| FTAI Ftai Aviation Ltd. | 6.54% | 3,057,732 | $315.6M | Reduce -8.3% |
| MTZ Mastec Inc. | 2.65% | 1,194,250 | $127.8M | Add +59.8% |
| RMBS Rambus Inc. | 2.64% | 2,165,548 | $127.2M | Add +5.7% |
| FIX Comfort Systems USA Inc. | 2.24% | 355,897 | $108.2M | Reduce -25.8% |
| FORM Formfactor Inc. | 2.24% | 1,784,553 | $108.0M | Reduce -14.2% |
| CLH Clean Harbors Inc. | 2.23% | 475,285 | $107.5M | Add +5.1% |
| COHR Coherent Corp. | 2.16% | 1,435,534 | $104.0M | Add +114.2% |
| KEX Kirby Corp. | 2.02% | 812,283 | $97.3M | Add +5.7% |
| KRYS Krystal Biotech Inc. | 1.98% | 521,093 | $95.7M | Add +5.2% |
| ACIW Aci Worldwide Inc. | 1.97% | 2,400,340 | $95.0M | Add +44.9% |
| INSM Insmed Inc. | 1.83% | 1,315,392 | $88.1M | Add +36.7% |
| LNTH Lantheus Holdings Inc. | 1.78% | 1,070,980 | $86.0M | Reduce -4.5% |
| ONTO Onto Innovation Inc. | 1.74% | 382,630 | $84.0M | Reduce -43.1% |
| MTSI Macom Technology Solutions H | 1.63% | 704,834 | $78.6M | Add +280.5% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 1.58% | 1,261,924 | $76.1M | Add +5.7% |
| CAMT Camtek Ltd. | 1.52% | 585,239 | $73.3M | Reduce -15.4% |
| VRNS Varonis Systems Inc. | 1.49% | 1,497,888 | $71.9M | Reduce -7.1% |
| HCI Hci Group Inc. | 1.47% | 767,544 | $70.7M | Add +6.3% |
| RDNT Radnet Inc. | 1.37% | 1,125,712 | $66.3M | Add +5.1% |
| AXON Axon Enterprise Inc. | 1.37% | 224,850 | $66.2M | Add +5.2% |
| VRT Vertiv Holdings Co. Class A | 1.36% | 757,391 | $65.6M | Reduce -50.5% |
| FCFS Firstcash Holdings Inc. | 1.33% | 613,844 | $64.4M | Reduce -30.2% |
| XPO Xpo Inc. | 1.28% | 584,200 | $62.0M | Reduce -23.9% |
| CYBR Cyberark Software Ltd./Israel | 1.27% | 223,584 | $61.1M | Add +59.2% |
| CAVA Cava Group Inc. | 1.26% | 656,870 | $60.9M | Add +5.2% |
| EXP Eagle Materials Inc. | 1.20% | 267,371 | $58.1M | Add +5.3% |
| APLD Applied Digital Corp. | 1.18% | 9,596,231 | $57.1M | Add +8.7% |
| BPMC Blueprint Medicines Corp. | 1.12% | 502,820 | $54.2M | Add +7.0% |
| KTOS Kratos Defense & Security | 1.12% | 2,696,640 | $54.0M | Add +5.5% |
| SN Sharkninja Inc. | 1.11% | 713,146 | $53.6M | Add +16.0% |
| KNF Knife River Corp. | 1.11% | 761,001 | $53.4M | Add +5.3% |
| DNN Denison Mines Corp. | 1.04% | 25,263,766 | $50.3M | Add +9.3% |
| SG Sweetgreen Inc. Class A | 1.03% | 1,643,028 | $49.5M | Add +42.6% |
| CCOI Cogent Communications Holdin | 1.02% | 874,174 | $49.3M | Add +18.9% |
| AS Amer Sports Inc. | 1.01% | 3,896,784 | $49.0M | Add +32.9% |
| OPCH Option Care Health Inc. | 0.99% | 1,729,029 | $47.9M | Add +77.2% |
| FLR Fluor Corp. | 0.99% | 1,092,064 | $47.6M | New |
| AXSM Axsome Therapeutics Inc. | 0.92% | 549,066 | $44.2M | Add +5.4% |
| OSIS Osi Systems Inc. | 0.90% | 316,788 | $43.6M | Add +10.6% |
| CWAN Clearwater Analytics HDS-A | 0.90% | 2,336,913 | $43.3M | New |
| APG Api Group Corp. | 0.89% | 1,141,485 | $43.0M | Add +4.0% |
| RXO Rxo Inc. | 0.89% | 1,635,582 | $42.8M | Reduce -8.7% |
| CZR Caesars Entertainment Inc. | 0.89% | 1,075,824 | $42.8M | Add +7.2% |
| ICHR Ichor Holdings Ltd. | 0.89% | 1,108,227 | $42.7M | Add +15.8% |
| ASPN Aspen Aerogels Inc. | 0.87% | 1,752,519 | $41.8M | Reduce -46.9% |
| AMSC American Superconductor Corp. | 0.84% | 1,735,014 | $40.6M | Add +7.2% |
| ATRC Atricure Inc. | 0.84% | 1,775,243 | $40.4M | New |
| CYTK Cytokinetics Inc. | 0.83% | 737,637 | $40.0M | Add +5.9% |
| VKTX Viking Therapeutics Inc. | 0.78% | 714,578 | $37.9M | Add +6.3% |
| GLBE Global-E Online Ltd. | 0.75% | 997,560 | $36.2M | New |
| NOG Northern Oil and Gas Inc. | 0.74% | 955,579 | $35.5M | Add +14.4% |
| RVMD Revolution Medicines Inc. | 0.73% | 914,003 | $35.5M | New |
| WAL Western Alliance Bancorp | 0.72% | 555,941 | $34.9M | Reduce -66.1% |
| LTH Life Time Group Holdings Inc. | 0.71% | 1,811,841 | $34.1M | Add +44.0% |
| NBIX Neurocrine Biosciences Inc. | 0.70% | 243,897 | $33.6M | Add +7.0% |
| ITCI Intra-Cellular Therapies Inc. | 0.69% | 487,518 | $33.4M | New |
| TFII Tfi International Inc. | 0.65% | 215,016 | $31.2M | Reduce -5.2% |
| EVH Evolent Health Inc. Class A | 0.64% | 1,617,452 | $30.9M | Reduce -26.7% |
| BASE Couchbase Inc. | 0.62% | 1,629,893 | $29.8M | Add +7.8% |
| HASI Ha Sustainable Infrastructur filed as HANNON ARMSTRONG SUST INFR C | 0.61% | 988,135 | $29.2M | Add +26.7% |
| GVA Granite Construction Inc. | 0.60% | 470,282 | $29.1M | New |
| INFN Infinera Corp. | 0.60% | 4,753,842 | $29.0M | Add +14.2% |
| DOCN Digitalocean Holdings Inc. | 0.59% | 823,656 | $28.6M | Reduce -2.7% |
| TGTX TG Therapeutics Inc. | 0.58% | 1,572,929 | $28.0M | Add +6.7% |
| DUOL Duolingo | 0.56% | 129,003 | $26.9M | New |
| SPXC SPX Technologies Inc. | 0.55% | 187,537 | $26.7M | Add +1342.6% |
| CUBI Customers Bancorp Inc. | 0.55% | 549,063 | $26.3M | Add +94.3% |
| ROAD Construction Partners Inc. Class A | 0.54% | 476,021 | $26.3M | Add +16.1% |
| IIIV I3 Verticals Inc. Class A | 0.54% | 1,190,184 | $26.3M | Add +6.3% |
| FIP Ftai Infrastructure Inc. | 0.53% | 2,957,163 | $25.5M | Add +26.4% |
| MDU Mdu Resources Group Inc. | 0.51% | 970,983 | $24.4M | New |
| ALHC Alignment Healthcare Inc. | 0.50% | 3,106,690 | $24.3M | Add +6.4% |
| MXL Maxlinear Inc. | 0.50% | 1,200,811 | $24.2M | New |
| FLS Flowserve Corp. | 0.50% | 497,120 | $23.9M | New |
| OLLI Ollie's Bargain Outlet Holdi | 0.49% | 240,954 | $23.7M | Add +5.2% |
| TRNS Transcat Inc. | 0.49% | 196,838 | $23.6M | Add +21.6% |
| ODD Oddity Tech Ltd. Class A | 0.48% | 595,959 | $23.4M | New |
| ITRI Itron Inc. | 0.47% | 228,492 | $22.6M | New |
| IOVA Iovance Biotherapeutics Inc. | 0.45% | 2,732,427 | $21.9M | Add +4.1% |
| INDI Indie Semiconductor Inc. Class A | 0.44% | 3,454,324 | $21.3M | Reduce -4.2% |
| SIMO Silicon Motion Technol-ADR | 0.44% | 261,857 | $21.2M | New |
| WULF Terawulf Inc. | 0.43% | 4,613,919 | $20.5M | New |
| HAE Haemonetics Corp. | 0.42% | 245,090 | $20.3M | Add +880.4% |
| TMDX Transmedics Group Inc. | 0.39% | 125,174 | $18.9M | New |
| CRNX Crinetics Pharmaceuticals Inc. | 0.38% | 410,342 | $18.4M | New |
| UCTT Ultra Clean Holdings Inc. | 0.37% | 366,266 | $17.9M | Add +54.1% |
| LOVE The Lovesac Co. | 0.36% | 774,015 | $17.5M | Add +8.8% |
| ARHS Arhaus Inc. | 0.36% | 1,022,489 | $17.3M | Reduce -33.9% |
| CECO Ceco Environmental Corp. | 0.32% | 537,105 | $15.5M | New |
| VRNA Verona Pharma Ltd. | 0.32% | 1,062,456 | $15.4M | Add +7.6% |
| SEM Select Medical Holdings Corp. | 0.31% | 422,672 | $14.8M | New |
| CDNS Cadence Design SYS Inc. | 0.28% | 44,536 | $13.7M | Reduce -1.4% |
| IREN Iren Ltd. filed as IRIS ENERGY LTD | 0.28% | 1,206,171 | $13.6M | New |
| BHVN Biohaven Ltd. | 0.27% | 368,902 | $12.8M | Add +9.6% |
| INSP Inspire Medical Systems Inc. | 0.26% | 93,082 | $12.5M | Reduce -50.8% |
| GFL GFL Environmental Inc.-Sub VT | 0.26% | 319,349 | $12.4M | Add +0.0% |
| AAOI Applied Optoelectronics Inc. | 0.24% | 1,375,404 | $11.4M | Reduce -4.5% |
| GENI Genius Sports Ltd. | 0.23% | 2,026,873 | $11.0M | Add +6.0% |
| WBTN Webtoon Entertainment Inc. | 0.21% | 453,441 | $10.4M | New |
| ROOT Root Inc./Oh Class A | 0.20% | 188,157 | $9.5M | New |
Portfolio Sells Q1 2024 → Q2 2024
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −1.79 |
| WAL Western Alliance Bancorp | Reduce -66.1% | 0.72% | −1.63 |
| VRT Vertiv Holdings Co. Class A | Reduce -50.5% | 1.36% | −1.43 |
| ATKR Atkore Inc. | Sold out | 0.00% | −1.43 |
| NICE Nice Ltd. - Spon ADR | Sold out | 0.00% | −1.20 |
| FCFS Firstcash Holdings Inc. | Reduce -30.2% | 1.33% | −1.17 |
| FIX Comfort Systems USA Inc. | Reduce -25.8% | 2.24% | −1.16 |
| ONTO Onto Innovation Inc. | Reduce -43.1% | 1.74% | −0.97 |
| EVH Evolent Health Inc. Class A | Reduce -26.7% | 0.64% | −0.97 |
| FIVN FIVE9 Inc. | Sold out | 0.00% | −0.82 |
| XPO Xpo Inc. | Reduce -23.9% | 1.28% | −0.81 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.79 |
| SITM Sitime Corp. | Sold out | 0.00% | −0.79 |
| SUM Summit Materials Inc. Class A | Sold out | 0.00% | −0.74 |
| PLAY Dave & Buster's Entertainmen | Sold out | 0.00% | −0.67 |
| INSP Inspire Medical Systems Inc. | Reduce -50.8% | 0.26% | −0.65 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.53 |
| DFH Dream Finders Homes Inc. Class A | Sold out | 0.00% | −0.50 |
| BROS Dutch Bros Inc. Class A | Sold out | 0.00% | −0.47 |
| ASPN Aspen Aerogels Inc. | Reduce -46.9% | 0.87% | −0.43 |
| CNM Core & Main Inc. Class A | Sold out | 0.00% | −0.42 |
| KNSL Kinsale Capital Group Inc. | Sold out | 0.00% | −0.42 |
| MOD Modine Manufacturing Co. | Sold out | 0.00% | −0.42 |
| SDHC Smith Douglas Homes Corp. | Sold out | 0.00% | −0.32 |
| DRVN Driven Brands Holdings Inc. | Sold out | 0.00% | −0.30 |
| RELY Remitly Global Inc. | Sold out | 0.00% | −0.29 |
| AAOI Applied Optoelectronics Inc. | Reduce -4.5% | 0.24% | −0.21 |
| VRNS Varonis Systems Inc. | Reduce -7.1% | 1.49% | −0.21 |
| PGY Pagaya Technologies Ltd. Class A | Sold out | 0.00% | −0.21 |
| ARHS Arhaus Inc. | Reduce -33.9% | 0.36% | −0.17 |
| TFII Tfi International Inc. | Reduce -5.2% | 0.65% | −0.16 |
| KSPI JSC Kaspi.kz ADR | Reduce -59.0% | 0.10% | −0.15 |
| INTA Intapp Inc. | Reduce -44.2% | 0.16% | −0.13 |
| DOCN Digitalocean Holdings Inc. | Reduce -2.7% | 0.59% | −0.13 |
| INDI Indie Semiconductor Inc. Class A | Reduce -4.2% | 0.44% | −0.13 |
| LSEA Landsea Homes Corp. | Reduce -51.1% | 0.04% | −0.11 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −0.11 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.08 |
| WSC Willscot Holdings Corp. | Sold out | 0.00% | −0.08 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.07 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.07 |
| REKR Rekor Systems Inc. | Sold out | 0.00% | −0.06 |
| AUGX Augmedix Inc. | Sold out | 0.00% | −0.04 |
| CDNS Cadence Design SYS Inc. | Reduce -1.4% | 0.28% | −0.03 |
| MDXH Mdxhealth | Sold out | 0.00% | −0.02 |
| ENTG Entegris Inc. | Reduce -1.4% | 0.14% | −0.02 |
| HIPO Hippo Holdings Inc. | Reduce -1.4% | 0.11% | −0.02 |
| MRVL Marvell Technology Inc. | Reduce -1.4% | 0.16% | −0.02 |
| MKSI MKS Inc. | Reduce -1.3% | 0.10% | −0.01 |
| PYFRF Payfare Inc. | Reduce -1.2% | 0.04% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| COHR Coherent Corp. | Add +114.2% | 2.16% | +1.25 |
| INSM Insmed Inc. | Add +36.7% | 1.83% | +1.24 |
| MTSI Macom Technology Solutions H | Add +280.5% | 1.63% | +1.23 |
| MTZ Mastec Inc. | Add +59.8% | 2.65% | +1.09 |
| FLR Fluor Corp. | New | 0.99% | +0.99 |
| CWAN Clearwater Analytics HDS-A | New | 0.90% | +0.90 |
| ATRC Atricure Inc. | New | 0.84% | +0.84 |
| GLBE Global-E Online Ltd. | New | 0.75% | +0.75 |
| ACIW Aci Worldwide Inc. | Add +44.9% | 1.97% | +0.74 |
| RVMD Revolution Medicines Inc. | New | 0.73% | +0.73 |
| ITCI Intra-Cellular Therapies Inc. | New | 0.69% | +0.69 |
| GVA Granite Construction Inc. | New | 0.60% | +0.60 |
| DUOL Duolingo | New | 0.56% | +0.56 |
| SPXC SPX Technologies Inc. | Add +1342.6% | 0.55% | +0.52 |
| MDU Mdu Resources Group Inc. | New | 0.51% | +0.51 |
| MXL Maxlinear Inc. | New | 0.50% | +0.50 |
| FLS Flowserve Corp. | New | 0.50% | +0.50 |
| ODD Oddity Tech Ltd. Class A | New | 0.48% | +0.48 |
| ITRI Itron Inc. | New | 0.47% | +0.47 |
| SIMO Silicon Motion Technol-ADR | New | 0.44% | +0.44 |
| CYBR Cyberark Software Ltd./Israel | Add +59.2% | 1.27% | +0.43 |
| WULF Terawulf Inc. | New | 0.43% | +0.43 |
| TMDX Transmedics Group Inc. | New | 0.39% | +0.39 |
| KEX Kirby Corp. | Add +5.7% | 2.02% | +0.38 |
| CRNX Crinetics Pharmaceuticals Inc. | New | 0.38% | +0.38 |
| SG Sweetgreen Inc. Class A | Add +42.6% | 1.03% | +0.38 |
| HAE Haemonetics Corp. | Add +880.4% | 0.42% | +0.37 |
| AMSC American Superconductor Corp. | Add +7.2% | 0.84% | +0.35 |
| APLD Applied Digital Corp. | Add +8.7% | 1.18% | +0.34 |
| CECO Ceco Environmental Corp. | New | 0.32% | +0.32 |
| SEM Select Medical Holdings Corp. | New | 0.31% | +0.31 |
| CAVA Cava Group Inc. | Add +5.2% | 1.26% | +0.29 |
| IREN Iren Ltd. | New | 0.28% | +0.28 |
| LTH Life Time Group Holdings Inc. | Add +44.0% | 0.71% | +0.27 |
| OPCH Option Care Health Inc. | Add +77.2% | 0.99% | +0.26 |
| SN Sharkninja Inc. | Add +16.0% | 1.11% | +0.26 |
| WBTN Webtoon Entertainment Inc. | New | 0.21% | +0.21 |
| RDNT Radnet Inc. | Add +5.1% | 1.37% | +0.21 |
| CUBI Customers Bancorp Inc. | Add +94.3% | 0.55% | +0.21 |
| FIP Ftai Infrastructure Inc. | Add +26.4% | 0.53% | +0.20 |
| ROOT Root Inc./Oh Class A | New | 0.20% | +0.20 |
| CLH Clean Harbors Inc. | Add +5.1% | 2.23% | +0.20 |
| TTMI TTM Technologies | New | 0.18% | +0.18 |
| ALHC Alignment Healthcare Inc. | Add +6.4% | 0.50% | +0.18 |
| QTWO Q2 Holdings Inc. | Add +5.7% | 1.58% | +0.18 |
| DD Dupont DE Nemours Inc. | New | 0.16% | +0.16 |
| BDRBF Bombardier Inc. Class B | New | 0.13% | +0.13 |
| UCTT Ultra Clean Holdings Inc. | Add +54.1% | 0.37% | +0.13 |
| BPMC Blueprint Medicines Corp. | Add +7.0% | 1.12% | +0.13 |
| PAL Proficient Auto Logistics Inc. | New | 0.12% | +0.12 |
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 |