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

0$5.0B$10.0B$15.0B Q1 2024: $4.5B Q1 2024 Q2 2024: $4.8B $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 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
REVG Rev Group Inc. 0.19% 367,887 $9.2M Reduce -1.4%
STNG Scorpio Tankers Inc. 0.19% 110,082 $8.9M Add +7.4%
TTMI TTM Technologies 0.18% 453,239 $8.8M New
INTA Intapp Inc. 0.16% 215,524 $7.9M Reduce -44.2%
MRVL Marvell Technology Inc. 0.16% 108,832 $7.6M Reduce -1.4%
DD Dupont DE Nemours Inc. 0.16% 93,287 $7.5M New
SRRK Scholar Rock Holding Corp. 0.14% 832,792 $6.9M Add +5.1%
ENTG Entegris Inc. 0.14% 50,822 $6.9M Reduce -1.4%
BDRBF Bombardier Inc. Class B 0.13% 98,313 $6.3M New
AR Antero Resources Corp. 0.13% 185,385 $6.0M Add +57.6%
NXE Nexgen Energy Ltd. 0.12% 835,260 $5.8M Add +0.8%
PAL Proficient Auto Logistics Inc. 0.12% 348,705 $5.6M New
HIPO Hippo Holdings Inc. 0.11% 321,924 $5.5M Reduce -1.4%
AGX Argan Inc. 0.11% 71,689 $5.2M New
PACS Pacs Group Inc. 0.10% 164,798 $4.9M New
SFM Sprouts Farmers Market Inc. 0.10% 55,504 $4.6M New
KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC 0.10% 35,805 $4.6M Reduce -59.0%
MKSI MKS Inc. filed as MKS INSTRS INC 0.10% 35,276 $4.6M Reduce -1.3%
GH Guardant Health Inc. 0.09% 146,726 $4.2M New
GLOB Globant SA 0.09% 23,405 $4.2M New
S Sentinelone Inc. Class A 0.08% 192,892 $4.1M New
CRL Charles River Laboratories 0.08% 19,226 $4.0M New
NRG NRG Energy Inc. 0.08% 49,512 $3.9M New
ML Moneylion Inc. 0.08% 51,737 $3.8M Reduce -1.4%
SKX Skechers USA Inc. Class A 0.08% 54,967 $3.8M New
NTRA Natera Inc. 0.07% 30,433 $3.3M Reduce -1.3%
CERS Cerus Corp. 0.05% 1,469,754 $2.6M Add +390.4%
NHC National Healthcare Corp. 0.05% 23,217 $2.5M New
LSEA Landsea Homes Corp. 0.04% 236,000 $2.2M Reduce -51.1%
PYFRF Payfare Inc. 0.04% 461,271 $1.9M Reduce -1.2%
INSE Inspired Entertainment Inc. 0.03% 178,965 $1.6M Reduce -9.8%
HDL Super Hi International Holdi 0.02% 58,910 $1.1M New
CYH Community Health Systems Inc. 0.02% 234,800 $789K New
VIK Viking Holdings Ltd. 0.01% 7,234 $246K New
SPROTT PHYSICAL URANIUM TRUS 0.00% 11,127 $207K Add +139.7%
DESP Despegar.com Corp. 0.00% 14,461 $191K Add +71.1%
TBBB BBB Foods Inc. Class A 0.00% 4,958 $119K Add +118.5%
NYAX Nayax Ltd. 0.00% 5,313 $116K Add +35.8%
GSM Ferroglobe PLC 0.00% 20,816 $112K Add +41.4%
VEDANTA LTD 0.00% 18,600 $101K New
PNR Pentair PLC 0.00% 1,271 $97K New
JMIA Jumia Technologies AG-ADR 0.00% 13,225 $93K New
ESTA Establishment Labs Holdings 0.00% 950 $43K New
EXAI Exscientia Ltd. 0.00% 2,680 $14K Add +34.0%

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

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